Fiera Capital Corp Grows Stock Position in Insmed, Inc. $INSM

Fiera Capital Corp increased its holdings in Insmed, Inc. (NASDAQ:INSM) by 8.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 809,121 shares of the biopharmaceutical company’s stock after acquiring an additional 61,084 shares during the period. Fiera Capital Corp owned approximately 0.38% of Insmed worth $116,522,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Stone House Investment Management LLC acquired a new position in shares of Insmed in the 3rd quarter valued at $29,000. SBI Securities Co. Ltd. increased its position in shares of Insmed by 404.9% during the 3rd quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock worth $30,000 after purchasing an additional 166 shares during the last quarter. MassMutual Private Wealth & Trust FSB raised its holdings in Insmed by 59.6% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 217 shares of the biopharmaceutical company’s stock valued at $31,000 after buying an additional 81 shares during the period. FNY Investment Advisers LLC acquired a new position in Insmed in the second quarter valued at about $33,000. Finally, Whittier Trust Co. of Nevada Inc. lifted its position 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 valued at $38,000 after buying an additional 151 shares during the last quarter.

Insmed Stock Up 6.5%

Shares of NASDAQ INSM opened at $161.00 on Friday. The stock has a market cap of $34.34 billion, a P/E ratio of -26.01 and a beta of 1.11. The business’s fifty day simple moving average is $165.77 and its 200-day simple moving average is $162.79. Insmed, Inc. has a 12-month low of $60.40 and a 12-month high of $212.75. 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 issued its quarterly earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share for the quarter, missing the consensus estimate of ($1.07) by ($0.47). The company had revenue of $263.84 million for the quarter, compared to analysts’ expectations of $263.97 million. Insmed had a negative return on equity of 183.55% and a negative net margin of 264.83%.Insmed’s revenue for the quarter was up 152.6% compared to the same quarter last year. During the same quarter last year, the company earned ($1.32) EPS. As a group, equities analysts predict that Insmed, Inc. will post -4.56 EPS for the current fiscal year.

Insider Activity

In other news, CEO William Lewis sold 13,396 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $147.79, for a total value of $1,979,794.84. Following the sale, the chief executive officer directly owned 301,185 shares in the company, valued at approximately $44,512,131.15. This trade represents a 4.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Roger Adsett sold 791 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $156.17, for a total value of $123,530.47. Following the completion of the sale, the chief operating officer owned 106,810 shares in the company, valued at approximately $16,680,517.70. This represents a 0.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 173,253 shares of company stock valued at $29,629,842. 3.00% of the stock is currently owned by company insiders.

Key Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Company projects BRINSUPRI 2026 sales of at least $1 billion and reiterated 2026 ARIKAYCE guidance, signaling strong commercial growth expectations. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Management publicly explained the “audacious” $1B BRINSUPRI target and growth rationale, which supports investor confidence in commercial execution. Insmed CEO explains ‘audacious’ $1B projection for 2026 sales of Brinsupri
• Positive Sentiment: Revenue momentum and balance sheet: full‑year 2025 total revenue of $606.4M, Q4 revenue up ~152.6% y/y, and roughly $1.4B in cash and marketable securities provide runway for launches and trials. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Pipeline and regulatory updates remain on track — Phase 3 ENCORE and Phase 2b CEDAR readouts scheduled and FDA granted orphan designation to a PAH candidate, supporting long‑term optionality. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Read the full Q4 earnings call transcript and company slide deck for management commentary and execution detail. Insmed Incorporated (INSM) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss: Q4 GAAP loss per share was $(1.54) vs. consensus ~(−$1.07), and the company reported negative net margin and ROE metrics — short‑term profitability remains a concern for some investors. Insmed earnings missed by $0.37, revenue topped estimates
• Negative Sentiment: Some feeds showed inconsistent or malformed FY2026 guidance headlines (reporting errors in some summaries), which can create short‑term confusion; rely on the company press release and slides for authoritative guidance. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Wolfe Research set a $167.00 price target on shares of Insmed and gave the company an “outperform” rating in a research report on Thursday, December 18th. Citigroup reiterated an “outperform” rating on shares of Insmed in a report on Thursday, December 18th. Morgan Stanley boosted their target price on Insmed from $157.00 to $162.00 and gave the company an “equal weight” rating in a research report on Friday, January 30th. Wells Fargo & Company set a $195.00 price target on Insmed in a research note on Thursday, December 18th. Finally, Stifel Nicolaus set a $205.00 price objective on Insmed in a research note on Thursday. Three research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $207.05.

Insmed 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.