Insmed, Inc. $INSM Shares Sold by BNP PARIBAS ASSET MANAGEMENT Holding S.A.

BNP PARIBAS ASSET MANAGEMENT Holding S.A. cut its holdings in shares of Insmed, Inc. (NASDAQ:INSM) by 34.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 198,702 shares of the biopharmaceutical company’s stock after selling 103,363 shares during the quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. owned 0.09% of Insmed worth $28,615,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Vanguard Group Inc. increased its stake in shares of Insmed by 13.0% in the third quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock worth $2,870,957,000 after acquiring an additional 2,291,328 shares during the period. Artisan Partners Limited Partnership boosted its holdings in Insmed by 3.0% in the second quarter. Artisan Partners Limited Partnership now owns 3,314,341 shares of the biopharmaceutical company’s stock valued at $333,555,000 after purchasing an additional 97,073 shares during the last quarter. Norges Bank purchased a new stake in Insmed in the second quarter valued at $194,728,000. Orbis Allan Gray Ltd acquired a new stake in Insmed during the 2nd quarter worth about $153,389,000. Finally, Eventide Asset Management LLC grew its position in Insmed by 1.3% during the 2nd quarter. Eventide Asset Management LLC now owns 1,196,494 shares of the biopharmaceutical company’s stock worth $120,411,000 after purchasing an additional 14,819 shares during the period.

Insider Transactions at Insmed

In other news, CEO William Lewis sold 13,396 shares of Insmed stock in a transaction that occurred on Monday, February 9th. The stock was 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 of the company’s stock, valued at $44,512,131.15. The trade was a 4.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Michael Alexander Smith sold 640 shares of the business’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $156.27, for a total value of $100,012.80. Following the sale, the insider owned 56,397 shares of the company’s stock, valued at $8,813,159.19. The trade was a 1.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 173,253 shares of company stock valued at $29,629,842. 3.00% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts have recently commented on INSM shares. Citigroup restated an “outperform” rating on shares of Insmed in a research note on Thursday, December 18th. HC Wainwright decreased their price target on Insmed from $240.00 to $230.00 and set a “buy” rating for the company in a report on Thursday, December 18th. TD Cowen set a $241.00 price objective on Insmed in a research report on Thursday, December 18th. The Goldman Sachs Group lifted their target price on shares of Insmed from $225.00 to $258.00 and gave the company a “buy” rating in a report on Monday, December 15th. Finally, Cantor Fitzgerald boosted their target price on shares of Insmed from $216.00 to $230.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $207.05.

Insmed News Roundup

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

Insmed Price Performance

Shares of NASDAQ INSM opened at $161.00 on Friday. The company has a debt-to-equity ratio of 0.59, a quick ratio of 4.34 and a current ratio of 4.63. The firm has a fifty day moving average of $165.77 and a 200 day moving average of $162.79. The firm has a market cap of $34.34 billion, a PE ratio of -26.01 and a beta of 1.11. Insmed, Inc. has a one year low of $60.40 and a one year high of $212.75.

Insmed (NASDAQ:INSM) last announced its earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.07) by ($0.47). The company had revenue of $263.84 million during the quarter, compared to analyst estimates of $263.97 million. Insmed had a negative net margin of 264.83% and a negative return on equity of 183.55%. The firm’s revenue for the quarter was up 152.6% compared to the same quarter last year. During the same quarter last year, the business earned ($1.32) EPS. As a group, research analysts predict that Insmed, Inc. will post -4.56 EPS for the current fiscal year.

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.