Insider Selling: Insmed (NASDAQ:INSM) Insider Sells $183,401.01 in Stock

Insmed, Inc. (NASDAQ:INSM) insider Michael Alexander Smith sold 1,053 shares of the business’s stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $174.17, for a total transaction of $183,401.01. Following the completion of the sale, the insider directly owned 57,037 shares of the company’s stock, valued at $9,934,134.29. This represents a 1.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Michael Alexander Smith also recently made the following trade(s):

• On Wednesday, January 7th, Michael Alexander Smith sold 709 shares of Insmed stock. The shares were sold at an average price of $175.07, for a total value of $124,124.63.
• On Tuesday, January 6th, Michael Alexander Smith sold 1,396 shares of Insmed stock. The shares were sold at an average price of $173.33, for a total value of $241,968.68.
• On Monday, November 3rd, Michael Alexander Smith sold 27,130 shares of Insmed stock. The shares were sold at an average price of $183.78, for a total value of $4,985,951.40.

Insmed Price Performance

INSM opened at $175.97 on Friday. The company has a debt-to-equity ratio of 0.59, a current ratio of 4.63 and a quick ratio of 4.34. The stock’s 50 day simple moving average is $190.04 and its 200 day simple moving average is $152.18. The firm has a market cap of $37.53 billion, a price-to-earnings ratio of -28.43 and a beta of 1.08. Insmed, Inc. has a 1 year low of $60.40 and a 1 year high of $212.75.

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

Trending Headlines about Insmed

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.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on INSM shares. Rothschild & Co Redburn began coverage on shares of Insmed in a research report on Thursday, December 4th. They issued a “buy” rating and a $263.00 price objective on the stock. Mizuho set a $212.00 target price on Insmed in a research note on Thursday, December 18th. The Goldman Sachs Group upped their price target on Insmed from $225.00 to $258.00 and gave the company a “buy” rating in a research report on Monday, December 15th. Wells Fargo & Company set a $195.00 price objective on Insmed in a report on Thursday, December 18th. Finally, Guggenheim reduced their target price on Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a research note on Thursday, December 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Insmed has a consensus rating of “Moderate Buy” and an average price target of $205.64.

Institutional Trading of Insmed

Several institutional investors and hedge funds have recently bought and sold shares of INSM. CIBC Private Wealth Group LLC grew its holdings in shares of 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 acquiring an additional 53 shares during the period. Stone House Investment Management LLC purchased a new position in shares of Insmed in the 3rd quarter valued at approximately $29,000. SBI Securities Co. Ltd. boosted its position 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 valued at $30,000 after purchasing an additional 166 shares in the last quarter. MassMutual Private Wealth & Trust FSB grew its stake in Insmed by 59.6% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 217 shares of the biopharmaceutical company’s stock worth $31,000 after purchasing an additional 81 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. grew its stake in Insmed by 169.7% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 240 shares of the biopharmaceutical company’s stock worth $38,000 after purchasing an additional 151 shares during the period.

Insmed Company Profile

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.