Insmed (NASDAQ:INSM) Insider Sells $241,968.68 in Stock

Insmed, Inc. (NASDAQ:INSM) insider Michael Alexander Smith sold 1,396 shares of the business’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $173.33, for a total transaction of $241,968.68. Following the completion of the sale, the insider directly owned 58,799 shares of the company’s stock, valued at approximately $10,191,630.67. This trade represents a 2.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

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

• On Thursday, January 8th, Michael Alexander Smith sold 1,053 shares of Insmed stock. The shares were sold at an average price of $174.17, for a total transaction of $183,401.01.
• On Wednesday, January 7th, Michael Alexander Smith sold 709 shares of Insmed stock. The stock was sold at an average price of $175.07, for a total value of $124,124.63.
• 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 Trading Up 3.3%

NASDAQ:INSM opened at $175.97 on Friday. The company 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. The stock’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.

Insmed (NASDAQ:INSM) last issued its quarterly earnings data on Thursday, October 30th. The biopharmaceutical company reported ($1.75) earnings per share 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%. Insmed’s quarterly revenue was up 52.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted ($1.27) EPS. On average, research analysts anticipate that Insmed, Inc. will post -4.56 EPS for the current year.

Analyst Upgrades and Downgrades

INSM has been the subject of a number of research reports. Leerink Partners reaffirmed an “outperform” rating on shares of Insmed in a report on Thursday, December 18th. Wedbush set a $203.00 price target on Insmed in a research report on Thursday, December 18th. Guggenheim reduced their price objective on Insmed from $230.00 to $221.00 and set a “buy” rating for the company in a research note on Thursday, December 18th. Cantor Fitzgerald lifted their target price on Insmed from $216.00 to $230.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Finally, The Goldman Sachs Group boosted their target price on Insmed from $225.00 to $258.00 and gave the company a “buy” rating in a report on Monday, December 15th. 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Insmed currently has an average rating of “Moderate Buy” and an average target price of $205.64.

Hedge Funds Weigh In On Insmed

Several institutional investors and hedge funds have recently added to or reduced their stakes in INSM. CIBC Private Wealth Group LLC lifted its holdings in shares of Insmed by 42.1% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock valued at $26,000 after buying an additional 53 shares during the period. Stone House Investment Management LLC acquired a new position in Insmed during the third quarter worth $29,000. SBI Securities Co. Ltd. raised its position in Insmed by 404.9% in the third quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock worth $30,000 after acquiring an additional 166 shares in the last quarter. MassMutual Private Wealth & Trust FSB lifted its holdings in Insmed by 59.6% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 217 shares of the biopharmaceutical company’s stock valued at $31,000 after acquiring an additional 81 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. boosted its position in shares of Insmed by 169.7% during the 3rd 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 in 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.