Insmed (NASDAQ:INSM) CFO Sells $262,941.61 in Stock

Insmed, Inc. (NASDAQ:INSM) CFO Sara Bonstein sold 1,517 shares of Insmed stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $173.33, for a total transaction of $262,941.61. Following the completion of the transaction, the chief financial officer directly owned 83,631 shares of the company’s stock, valued at $14,495,761.23. This trade represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link.

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

• On Thursday, January 8th, Sara Bonstein sold 1,447 shares of Insmed stock. The stock was sold at an average price of $174.17, for a total transaction of $252,023.99.
• 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 value of $293,767.46.

Insmed Stock Up 3.3%

NASDAQ:INSM opened at $175.97 on Friday. The company has a current ratio of 4.63, a quick ratio of 4.34 and a debt-to-equity ratio of 0.59. The stock has a 50 day moving average of $190.04 and a 200-day moving average of $152.18. The firm has a market capitalization of $37.53 billion, a PE ratio of -28.43 and a beta of 1.08. Insmed, Inc. has a 52 week low of $60.40 and a 52 week high of $212.75.

Insmed (NASDAQ:INSM) last released its quarterly earnings data on Thursday, October 30th. The biopharmaceutical company reported ($1.75) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.35) by ($0.40). The company had revenue of $142.34 million for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($1.27) EPS. Analysts predict that Insmed, Inc. will post -4.56 EPS for the current year.

Key Headlines Impacting 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

INSM has been the subject of a number of analyst reports. Wells Fargo & Company set a $195.00 target price on shares of Insmed in a research note on Thursday, December 18th. Evercore ISI reaffirmed an “outperform” rating and set a $180.00 price target on shares of Insmed in a report on Wednesday, October 1st. The Goldman Sachs Group increased their price objective on Insmed from $225.00 to $258.00 and gave the stock a “buy” rating in a report on Monday, December 15th. Rothschild & Co Redburn started coverage on Insmed in a research report on Thursday, December 4th. They issued a “buy” rating and a $263.00 target price on the stock. Finally, Mizuho set a $212.00 target price on Insmed 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 issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $205.64.

Institutional Investors Weigh In On Insmed

Institutional investors have recently added to or reduced their stakes in the company. Chung Wu Investment Group LLC acquired a new stake in Insmed in the 2nd quarter valued at about $173,000. Resolute Capital Asset Partners LLC bought a new stake in shares of Insmed in the 2nd quarter worth approximately $2,748,000. Caxton Associates LLP acquired a new stake in Insmed during the first quarter valued at approximately $441,000. Assenagon Asset Management S.A. boosted its holdings in Insmed by 84.5% during the second quarter. Assenagon Asset Management S.A. now owns 73,404 shares of the biopharmaceutical company’s stock worth $7,387,000 after buying an additional 33,626 shares in the last quarter. Finally, Public Employees Retirement System of Ohio bought a new stake in Insmed during the second quarter worth approximately $5,578,000.

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.