Insmed (NASDAQ:INSM) CFO Sells $252,023.99 in Stock

Insmed, Inc. (NASDAQ:INSM) CFO Sara Bonstein sold 1,447 shares of the stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $174.17, for a total transaction of $252,023.99. Following the transaction, the chief financial officer directly owned 80,506 shares in the company, valued at approximately $14,021,730.02. This represents a 1.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

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

• On Wednesday, January 7th, Sara Bonstein sold 1,678 shares of Insmed stock. The shares were sold at an average price of $175.07, for a total transaction of $293,767.46.
• On Tuesday, January 6th, Sara Bonstein sold 1,517 shares of Insmed stock. The shares were sold at an average price of $173.33, for a total value of $262,941.61.

Insmed Trading Up 3.3%

NASDAQ INSM opened at $175.97 on Friday. The firm has a market cap of $37.53 billion, a PE 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. The stock has a 50-day moving average of $190.04 and a 200-day moving average of $152.18. The company has a current ratio of 4.63, a quick ratio of 4.34 and a debt-to-equity ratio of 0.59.

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

Key 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.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on INSM. Bank of America increased their price target on shares of Insmed from $142.00 to $187.00 and gave the company a “buy” rating in a research report on Monday, October 27th. The Goldman Sachs Group increased their target price on shares of Insmed from $225.00 to $258.00 and gave the stock a “buy” rating in a report on Monday, December 15th. Morgan Stanley set a $157.00 price target on Insmed in a report on Thursday. Rothschild Redb raised Insmed to a “strong-buy” rating in a research report on Thursday, December 4th. Finally, Wolfe Research set a $167.00 price objective on Insmed and gave the stock an “outperform” rating in a report on Thursday, December 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $205.64.

Institutional Trading of Insmed

Institutional investors and hedge funds have recently bought and sold shares of the stock. Darwin Global Management Ltd. boosted its position in Insmed by 5.8% during the 3rd quarter. Darwin Global Management Ltd. now owns 20,457,445 shares of the biopharmaceutical company’s stock valued at $2,897,797,000 after acquiring an additional 1,112,824 shares in the last quarter. Vanguard Group Inc. boosted its position in shares of Insmed by 13.0% during the third quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock valued at $2,870,957,000 after purchasing an additional 2,291,328 shares in the last quarter. Capital International Investors grew its stake in Insmed by 1.0% in the third quarter. Capital International Investors now owns 7,553,853 shares of the biopharmaceutical company’s stock worth $1,087,830,000 after purchasing an additional 74,994 shares during the period. Artisan Partners Limited Partnership raised its holdings in Insmed by 49.0% in the third quarter. Artisan Partners Limited Partnership now owns 4,937,683 shares of the biopharmaceutical company’s stock worth $711,076,000 after purchasing an additional 1,623,342 shares in the last quarter. Finally, Duquesne Family Office LLC raised its holdings in Insmed by 3.0% in the third quarter. Duquesne Family Office LLC now owns 2,423,435 shares of the biopharmaceutical company’s stock worth $348,999,000 after purchasing an additional 70,000 shares in the last quarter.

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.