Dana Investment Advisors Inc. Sells 3,723 Shares of Insmed, Inc. $INSM

Dana Investment Advisors Inc. lowered its position in Insmed, Inc. (NASDAQ:INSM) by 21.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 13,375 shares of the biopharmaceutical company’s stock after selling 3,723 shares during the period. Dana Investment Advisors Inc.’s holdings in Insmed were worth $1,926,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of INSM. Stone House Investment Management LLC purchased a new position in Insmed in the third quarter worth about $29,000. SBI Securities Co. Ltd. boosted its holdings in shares of 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 buying an additional 166 shares during the last quarter. MassMutual Private Wealth & Trust FSB grew its position in Insmed by 59.6% during the third 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. Whittier Trust Co. of Nevada Inc. increased its holdings in Insmed by 169.7% during 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. Finally, AlphaQuest LLC raised its position in Insmed by 109.5% in the third quarter. AlphaQuest LLC now owns 287 shares of the biopharmaceutical company’s stock worth $41,000 after acquiring an additional 150 shares during the period.

Insider Activity at Insmed

In related news, COO Roger Adsett sold 791 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $156.17, for a total transaction of $123,530.47. Following the completion of the transaction, the chief operating officer directly owned 106,810 shares of the company’s stock, valued at approximately $16,680,517.70. This represents a 0.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO William Lewis sold 10,699 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $150.97, for a total value of $1,615,228.03. Following the transaction, the chief executive officer owned 301,185 shares of the company’s stock, valued at $45,469,899.45. This represents a 3.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 178,952 shares of company stock worth $30,222,170 in the last quarter. 3.00% of the stock is owned by company insiders.

Insmed Stock Down 6.3%

Shares of INSM opened at $148.61 on Thursday. The business’s 50 day moving average is $162.53 and its 200 day moving average is $164.47. The company has a current ratio of 3.83, a quick ratio of 3.54 and a debt-to-equity ratio of 0.76. Insmed, Inc. has a 12-month low of $60.40 and a 12-month high of $212.75. The company has a market capitalization of $32.03 billion, a PE ratio of -23.18 and a beta of 1.11.

Insmed (NASDAQ:INSM) last announced its quarterly earnings data on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). Insmed had a negative net margin of 210.54% and a negative return on equity of 168.36%. The company had revenue of $263.84 million for the quarter, compared to analysts’ expectations of $263.97 million. During the same period last year, the business earned ($1.32) earnings per share. The company’s quarterly revenue was up 152.6% compared to the same quarter last year. Research analysts expect that Insmed, Inc. will post -4.56 earnings per share for the current fiscal year.

Trending Headlines about Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: UK regulator granted marketing authorization for brensocatib (brensocatib approval expands EU/UK commercialization opportunity for a late-stage asset). Article Title
• Positive Sentiment: Insmed reported BRINSUPRI sales that beat expectations and set a 2026 sales target — evidence of improving commercial traction for its lead product, which supports longer‑term revenue upside. Article Title
• Positive Sentiment: Asset/strategy recognition from investors: mutual‑fund commentary highlighted ARIKAYCE as a driver for performance, lending third‑party validation of the commercial story. Article Title
• Neutral Sentiment: HC Wainwright reiterated a Buy rating and a $230 price target, which is bullish versus the current price and signals continued analyst confidence in the long‑term story. Article Title
• Neutral Sentiment: HC Wainwright issued a broad set of updated forecasts across 2026–2030 (mix of near‑term cuts and long‑term increases) — the firm lowered FY2026/FY2028/FY2029 estimates but raised FY2027 and issued a bullish FY2030 projection ($10.17 EPS). These revisions show diverging near‑term pressure and stronger long‑term growth expectations. Article Title
• Negative Sentiment: HC Wainwright trimmed several near‑term EPS estimates (Q1–Q3 2026 and FY2026) — lower short‑term profit expectations can pressure the stock while the market re‑prices growth timing. Article Title
• Negative Sentiment: Insider selling: CEO William Lewis has executed several stock sales recently (most recently ~10.7k shares for ~$1.6M), which investors often interpret as a negative signal even if sales are routine or for diversification. Article Title
• Negative Sentiment: Mizuho trimmed its price target from $211 to $204 (still an Outperform) — a modest signal that some analysts are tempering near‑term expectations. Article Title

Analyst Upgrades and Downgrades

Several research firms have recently commented on INSM. UBS Group reduced their price objective on Insmed from $223.00 to $215.00 and set a “buy” rating for the company in a research note on Tuesday, January 6th. Barclays began coverage on Insmed in a research report on Tuesday, January 27th. They issued an “overweight” rating and a $231.00 price target for the company. Wells Fargo & Company lowered their price objective on Insmed from $234.00 to $208.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. 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. Finally, Mizuho decreased their target price on shares of Insmed from $211.00 to $204.00 and set an “outperform” rating on the stock in a research note on Tuesday. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $207.52.

Insmed Company 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.