Insulet Corporation filed a Form 8-K on November 4, 2026, disclosing a new $1 billion stock repurchase program authorized by its Board of Directors on October 30, 2026, alongside an announcement of third-quarter 2026 financial results.

Key Highlights

  • New repurchase authorization: The Board of Directors authorized a stock repurchase program of up to $1 billion of outstanding common stock, authorized on October 30, 2026.
  • Program end date: The repurchase program runs through December 31, 2028, according to the filing.
  • Q4 2026 allocation: The company plans to allocate approximately $400 million of the program toward repurchases in the fourth quarter of 2026, using existing cash.
  • Execution methods: Repurchases may be made via open market purchases, privately negotiated transactions, an accelerated stock repurchase program, and/or a Rule 10b5-1 trading plan.
  • No obligation to repurchase: The filing states the program "does not obligate the Company to repurchase shares" and may be extended, modified, suspended, or discontinued at any time.
  • Q3 results announced: Insulet also announced financial results for the third quarter ended September 30, 2026, with the full press release furnished as Exhibit 99.1.

Insulet's $1 Billion Buyback Program and Q3 2026 Earnings Disclosure

Insulet Corporation (NASDAQ:PODD) filed a Current Report on Form 8-K on November 4, 2026, covering two separate disclosures. Under Item 7.01 (Regulation FD Disclosure), the company reported that its Board of Directors, on October 30, 2026, authorized a new stock repurchase program permitting the company to buy back up to $1 billion of its outstanding common stock through December 31, 2028.

According to the filing, the company plans to allocate approximately $400 million of this authorization toward share repurchases in the fourth quarter of 2026, funded by existing cash. The filing specifies that repurchases may be carried out through open market purchases, unsolicited or solicited privately negotiated transactions, an accelerated stock repurchase program, and/or a trading plan compliant with Rule 10b5-1 under the Exchange Act. The filing further notes that this new authorization "is in addition to, and does not impact, previously approved stock repurchase authorizations."

Separately, under Item 2.02 (Results of Operations and Financial Condition), the company disclosed that it announced its financial results for the third quarter ended September 30, 2026, on November 4, 2026. The full text of the related press release was furnished as Exhibit 99.1 to the filing. The company noted that the information in Item 2.02 and Exhibit 99.1 is not deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934. The filing was signed by Flavia H. Pease, Chief Financial Officer and Executive Vice President.

What Was Disclosed

Insulet Corporation's November 4, 2026 Form 8-K disclosed a Board-authorized $1 billion stock repurchase program running through December 31, 2028, with approximately $400 million targeted for Q4 2026, plus a reference to third-quarter 2026 financial results furnished via press release.