Insulet Corp recorded an insider purchase this week when director Michael R. Minogue acquired 2,030 shares of common stock on February 25, 2026. The transaction carried a weighted average price of $246.23, producing an aggregate cost of $499,846.
The per-share prices paid in the transaction ranged from $246.04 to $246.42. After the purchase, Minogue's holdings stand at 778 shares held directly and 17,483 shares held indirectly through a trust.
At the time of the filing, the company's stock was trading at $248.12. InvestingPro's analysis, cited alongside the filing details, describes Insulet as undervalued relative to its Fair Value.
Insulet, the medical device company behind the Omnipod insulin delivery system and with a market valuation reported at $17.5 billion, also released financial results that help contextualize the timing of the director's buy. The company posted fourth-quarter 2025 revenue of $784 million, ahead of the consensus estimate of $769 million. Despite the top-line beat, earnings per share of $1.44 slightly missed analyst expectations.
The company highlighted continued strength in Omnipod sales, with U.S. Omnipod revenue up 28% year-over-year and international Omnipod revenue growing 41.7% in constant currency. Management's revenue performance has contributed to a constructive outlook for 2026, according to the reporting.
Analysts' reactions have been mixed but generally supportive of the company’s performance. BTIG retained a Buy rating and kept a $380 price target. Oppenheimer lowered its price target to $300 from $365 but maintained an Outperform rating. Bernstein trimmed its price target to $330, explicitly citing increased competition in the insulin pump market. Canaccord Genuity reduced its target to $435 while continuing to rate the shares Buy.
InvestingPro also notes that 10 analysts have revised earnings estimates upward for the upcoming period, and it supplies additional insights specific to Insulet for subscribers. The combination of insider buying, revenue outperformance, and mixed analyst guidance frames a nuanced picture of investor and management sentiment heading into 2026.
Observers should weigh the insider purchase and revenue strength against the EPS miss and the range of analyst target adjustments when assessing the company's near-term outlook.