Insider Selling: Insmed (NASDAQ:INSM) CFO Sells $293,767.46 in Stock

Insmed, Inc. (NASDAQ:INSM) CFO Sara Bonstein sold 1,678 shares of the stock in a transaction dated Wednesday, January 7th. The shares were sold at an average price of $175.07, for a total value of $293,767.46. Following the completion of the sale, the chief financial officer directly owned 81,953 shares in the company, valued at $14,347,511.71. This represents a 2.01% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Sara Bonstein also recently made the following trade(s):

• On Thursday, January 8th, Sara Bonstein sold 1,447 shares of Insmed stock. The shares were sold at an average price of $174.17, for a total value of $252,023.99.
• On Tuesday, January 6th, Sara Bonstein sold 1,517 shares of Insmed stock. The stock was sold at an average price of $173.33, for a total transaction of $262,941.61.

Insmed Stock Up 3.3%

Shares of NASDAQ:INSM opened at $175.97 on Friday. Insmed, Inc. has a fifty-two week low of $60.40 and a fifty-two week high of $212.75. The firm’s 50 day moving average price is $190.04 and its 200 day moving average price is $152.18. The company has a quick ratio of 4.34, a current ratio of 4.63 and a debt-to-equity ratio of 0.59. The stock has a market cap of $37.53 billion, a price-to-earnings ratio of -28.43 and a beta of 1.08.

Insmed (NASDAQ:INSM) last announced its quarterly earnings data on Thursday, October 30th. The biopharmaceutical company reported ($1.75) EPS for the quarter, missing analysts’ consensus estimates of ($1.35) by ($0.40). The firm had revenue of $142.34 million during the quarter, compared to analysts’ expectations of $114.33 million. Insmed had a negative net margin of 264.83% and a negative return on equity of 183.55%. The company’s revenue for the quarter was up 52.4% on a year-over-year basis. During the same period in the prior year, the company posted ($1.27) earnings per share. As a group, equities research analysts predict that Insmed, Inc. will post -4.56 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

INSM has been the topic of a number of recent analyst reports. Weiss Ratings reiterated a “sell (d-)” rating on shares of Insmed in a report on Wednesday, October 8th. Morgan Stanley set a $157.00 target price on Insmed in a research note on Thursday. Guggenheim dropped their price target on shares of Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a research note on Thursday, December 18th. Rothschild & Co Redburn initiated coverage on shares of Insmed in a report on Thursday, December 4th. They set a “buy” rating and a $263.00 price objective on the stock. Finally, Evercore ISI restated an “outperform” rating and set a $180.00 price objective on shares of Insmed in a research report on Wednesday, October 1st. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $205.64.

Hedge Funds Weigh In On Insmed

A number of institutional investors have recently modified their holdings of the business. CIBC Private Wealth Group LLC boosted its stake in Insmed by 42.1% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock worth $26,000 after purchasing an additional 53 shares during the period. ORG Partners LLC increased its stake in Insmed by 220.2% in the second quarter. ORG Partners LLC now owns 285 shares of the biopharmaceutical company’s stock valued at $28,000 after purchasing an additional 196 shares during the period. Hilltop National Bank purchased a new stake in shares of Insmed in the second quarter valued at about $28,000. Stone House Investment Management LLC acquired a new stake in shares of Insmed during the third quarter worth about $29,000. Finally, SBI Securities Co. Ltd. grew its holdings in shares of Insmed by 404.9% during the third quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock worth $30,000 after buying an additional 166 shares during the last quarter.

More Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Preliminary/full‑year revenue and updated FY‑2025 guidance well above Street expectations — management cited ~ $606.4M revenue guidance vs. consensus near $520.7M, a key driver of the rally. Read More.
• Positive Sentiment: BRINSUPRI launch strong: company reported ~ $144.6M in BRINSUPRI revenue for the first full quarter of launch and ~ $172.7M for full‑year 2025 — supports multi‑blockbuster revenue narrative. Read More.
• Positive Sentiment: ARIKAYCE outperformance and 2026 guidance: ARIKAYCE generated ~ $433.8M in 2025, exceeding prior guidance; management expects $450M–$470M in 2026, underpinning recurring cash flow expectations. Read More.
• Neutral Sentiment: Clinical timeline updates: ENCORE (ARIKAYCE Phase 3) topline is now expected in March/April 2026 and CEDAR (brensocatib Phase 2b) topline in Q2 2026 — material catalysts but timing shifts may concentrate near‑term volatility. Read More.
• Neutral Sentiment: R&D cadence: new Phase‑3 PALM‑ILD start and plans for additional Phase‑3 programs (PAH, PPF, IPF) expand long‑term optionality but raise near‑term spend and execution risk. Read More.
• Neutral Sentiment: Media/retail interest: Jim Cramer highlighted INSM as “worth keeping an eye on,” which can boost retail liquidity but is not a fundamental endorsement. Read More.
• Negative Sentiment: Concentrated insider selling: multiple executives (CEO, CFO, COO and others) sold shares across Jan. 6–8 (reports aggregate ≈ $15M+ in sales), which can signal profit‑taking or create negative sentiment among some investors. Read More.
• Negative Sentiment: Investor litigation alert: Pomerantz LLP has opened an investor investigation into Insmed, introducing legal and reputational uncertainty until matters are resolved. Read More.

About Insmed

Insmed Incorporated is a biopharmaceutical company focused on developing and commercializing therapies for patients with rare and serious diseases, with a particular emphasis on difficult-to-treat pulmonary infections. Headquartered in Bridgewater, New Jersey, the company concentrates its research and development efforts on targeted drug delivery technologies and novel formulations intended to improve clinical outcomes for patients who have limited treatment options.

The company’s principal marketed product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled liposomal formulation of the antibiotic amikacin that is approved by the U.S.