INSULET CORPORATION
In the published model solve dated 2026-Q2, anchored at $145.13, INSULET CORPORATION (PODD) is priced for +19.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
- At $145.71 the price embeds roughly 22.9% company-wide operating-profit growth per year for about five years. That pace is within what Insulet has recently delivered; the bet is on how long it persists, not whether it is achievable near term. - Q1 2026 revenue rose about 33.9% to $761.7 million, with Omnipod 5 driving U.S. growth of 28.3% and international growth of 59.4% in constant currency. Type 2 diabetes adoption is the new leg of the story. - The watch items are a thin asset and earnings
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762 institutional managers reported holding PODD in 13F filings for the quarter ended 2026-03-31. 70 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 4.9M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
PODD's share count grew 4.9% over the past five years even with $362.30M spent on repurchases. It pays no dividend. Cash returned over the past three years: $362.30M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at PODD over the trailing three years: 2023: 2 buys totaling $1.01M; 2024: 1 buy totaling $21k; 2025: 1 buy totaling $300k; 2026: 4 buys totaling $2.43M. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
PODD's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -11.9% | -45.3% |
| 2023-11-04 | +18.1% | +21.7% |
| 2024-02-24 | -4.3% | -9.8% |
| 2024-05-11 | -5.5% | +21.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
PODD's latest 8-K filings: 2026-08-05 (items 2.02, 9.01); 2026-06-25 (items 5.02, 7.01, 9.01); 2026-05-26 (items 7.01, 9.01); 2026-05-21 (items 5.03, 5.07, 9.01); 2026-05-06 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.