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Insulet

PODD · Nasdaq · Surgical & Medical Instruments & Apparatus
Insider buys (12 months)
$2.9M
Insider sales (12 months)
$602K
8-K reports (12 months)
17
Tracked investors holding
3

At a glance

Insulet reported 2025 revenue of $2.71B, up 30.7% from $2.07B in 2024. Over 4 years since 2021 ($1.04B), that is growth of about 27% a year. Operating margin was 17.5%, up from 12.1% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 6 insiders reported 6 open-market purchases ($2.9M) and 2 sales ($602K). None of the sales were flagged as 10b5-1 plan trades. The largest was a purchase of $1M by President and CEO Ashley Mcevoy on Feb 23, 2026. Net, insiders were buyers of $2.3M.

Insulet filed 17 current reports (Form 8-K) in the last 12 months, most often for officer or director change (5), results of operations (4), regulation fd disclosure (3) and material agreement (2). The latest officer or director change was reported on Sep 16, 2026. It reported a material agreement or a completed acquisition or disposal 2 times.

3 of the 20 investors tracked here held Insulet at the last quarter end, worth $57.3M combined. It is the largest weight for Bridgewater Associates (0.1% of its portfolio), followed by Renaissance Technologies (0%). Added: Bridgewater Associates. Reduced: Renaissance Technologies and National Pension Service (Korea).

Annual results

2021
Revenue $1.04B
Op. $126M
2022
Revenue $1.06B
Op. $37.6M
2023
Revenue $1.7B
Op. $220.1M
2024
Revenue $2.07B
Op. $308.9M
2025
Revenue $2.71B
Op. $473.8M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$16.8M$4.6M$206.3M$418.3M$247.1M
Diluted EPS$0.24$0.07$2.94$5.78$3.48

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Renaissance TechnologiesReduced$30.8M · 0.0% · held 8 quarters
Bridgewater AssociatesAdded$23.8M · 0.1% · held 8 quarters
National Pension Service (Korea)Reduced$2.7M · 0.0% · held 5 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined