Insulet Corporation (PODD)

Over the last 12 months, Insulet's stock price has increased by 34.43%, with a year-to-date return of 18.40%, but decreased by 10.78% in the past month. As of October 1, 2025, the share price was $305.98, marking a 31.53% increase from October 2, 2024. Key events include strong Q2 2025 earnings with a revenue of $649.1 million, raised guidance for full-year revenue growth, product integrations and launches such as the iOS version of the Omnipod 5 app, positive analyst sentiment with overwhelmingly buy ratings, and insider selling by some company insiders.

The provided information does not explicitly detail demand seasonality for Insulet Corporation's products and services. However, the recurring revenue model, driven by the sale of disposable Omnipod Pods, suggests relatively consistent demand throughout the year. Strong demand for Omnipod 5 and sequential increases in new customer starts indicate steady and growing demand.

Insulet Corporation specializes in diabetes management solutions, notably the Omnipod Insulin Management System. The company develops, manufactures, and markets the Omnipod system, an alternative to traditional insulin delivery methods. Its core business revolves around simplifying diabetes care through advanced medical devices, including the Omnipod 5, DASH, and GO systems, which feature tubeless, wearable, and waterproof insulin delivery pods.

Insulet Corporation, headquartered in Acton, Massachusetts, has a global presence with offices and manufacturing facilities worldwide. Its products are available in 25 countries across North America, Europe, the Middle East, and Asia Pacific.

Insulet has a strong brand reputation for innovation and customer experience, particularly with its Omnipod system, which was the #1 prescribed Automated Insulin Delivery (AID) system in the U.S. in 2024. Forbes has recognized Insulet among the "Most Trusted Companies in America (2025)" and "America's Best Companies (2025)". The collaboration with Marvel to launch a comic book hero with type 1 diabetes positively impacted its reputation. A potential vulnerability is its heavy dependence on the Omnipod system.

Insulet Corporation is a publicly traded company with a broad base of ownership. Institutional investors hold a significant majority of the company's shares, accounting for 93.78% as of fiscal year 2024 and 99.44% as of 2025. Individual investors hold a smaller percentage of shares (5.51% as of fiscal year 2024, 0.00% as of 2025), while insiders own 0.71% as of fiscal year 2024 and 24.95% as of 2025. Pequot Capital Management Inc is identified as the largest individual shareholder.