Artisan Partners Limited Partnership Grows Stock Position in Insmed, Inc. $INSM

Artisan Partners Limited Partnership grew its position in shares of Insmed, Inc. (NASDAQ:INSM) by 49.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,937,683 shares of the biopharmaceutical company’s stock after purchasing an additional 1,623,342 shares during the period. Insmed makes up about 1.0% of Artisan Partners Limited Partnership’s investment portfolio, making the stock its 27th largest position. Artisan Partners Limited Partnership owned approximately 2.32% of Insmed worth $711,076,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Stone House Investment Management LLC purchased a new position in Insmed in the 3rd quarter valued at about $29,000. SBI Securities Co. Ltd. increased its position in shares of Insmed by 404.9% during 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 during the last quarter. MassMutual Private Wealth & Trust FSB lifted its stake in shares of Insmed by 59.6% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 217 shares of the biopharmaceutical company’s stock worth $31,000 after acquiring an additional 81 shares in the last quarter. Whittier Trust Co. of Nevada Inc. boosted its holdings 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 purchasing an additional 151 shares during the last quarter. Finally, AlphaQuest LLC grew its stake in Insmed by 109.5% during the 3rd quarter. AlphaQuest LLC now owns 287 shares of the biopharmaceutical company’s stock valued at $41,000 after purchasing an additional 150 shares in the last quarter.

Insmed Stock Performance

Shares of NASDAQ INSM opened at $150.00 on Friday. The company has a quick ratio of 3.54, a current ratio of 3.83 and a debt-to-equity ratio of 0.76. The firm’s 50-day moving average price is $162.20 and its two-hundred day moving average price is $164.37. Insmed, Inc. has a 52-week low of $60.40 and a 52-week high of $212.75. The stock has a market capitalization of $32.33 billion, a P/E ratio of -23.40 and a beta of 1.11.

Insmed (NASDAQ:INSM) last announced its quarterly earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). Insmed had a negative return on equity of 168.36% and a negative net margin of 210.54%.The company had revenue of $263.84 million for the quarter, compared to analyst estimates of $263.97 million. During the same quarter in the previous year, the company posted ($1.32) earnings per share. The firm’s revenue for the quarter was up 152.6% compared to the same quarter last year. As a group, sell-side analysts forecast that Insmed, Inc. will post -4.56 earnings per share for the current year.

Key Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: HC Wainwright reiterated a “Buy” rating and keeps a $230 price target while raising multi‑year upside estimates (FY2027 and FY2030), reinforcing bullish long‑term expectations for Insmed. HC Wainwright Reiterates Buy Rating for Insmed (NASDAQ:INSM)
• Positive Sentiment: A Benzinga retrospective on 10‑year performance highlights strong historical returns for INSM shareholders, which can support investor confidence and interest in the name. Here’s How Much You Would Have Made Owning Insmed Stock In The Last 10 Years
• Neutral Sentiment: Analysts have issued Q1 earnings forecasts for Insmed; near‑term estimates and guidance expectations are being updated, so investors will watch upcoming results and commentary for confirmation. Research Analysts Issue Forecasts for Insmed Q1 Earnings
• Negative Sentiment: Mizuho lowered its price target for INSM to $204, reducing implied upside versus some higher street targets and adding pressure to valuation narratives. Mizuho Lowers Insmed (NASDAQ:INSM) Price Target to $204.00
• Negative Sentiment: In the same HC Wainwright note, the firm trimmed FY2026 EPS expectations (to a larger loss), signaling nearer‑term profitability pressure even as it remains bullish longer term. This mixed revision creates short‑term downside risk. Insmed Coverage on MarketBeat

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. Leerink Partners reaffirmed an “outperform” rating on shares of Insmed in a research report on Thursday, December 18th. Barclays assumed coverage on shares of Insmed in a research note on Tuesday, January 27th. They issued an “overweight” rating and a $231.00 price target for the company. Mizuho reduced their price objective on shares of Insmed from $211.00 to $204.00 and set an “outperform” rating on the stock in a research note on Tuesday. Jefferies Financial Group set a $269.00 target price on shares of Insmed in a research report on Wednesday, December 10th. Finally, Guggenheim cut their target price on shares of Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a research note on Thursday, December 18th. Three analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Insmed has an average rating of “Buy” and a consensus target price of $207.52.

Insider Buying and Selling

In other news, COO Roger Adsett sold 791 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were 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 owned 106,810 shares of the company’s stock, valued at approximately $16,680,517.70. The trade was a 0.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO William Lewis sold 10,699 shares of the stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $150.97, for a total transaction of $1,615,228.03. Following the completion of the sale, the chief executive officer directly owned 301,185 shares in the company, valued at approximately $45,469,899.45. This trade represents a 3.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 178,952 shares of company stock valued at $30,222,170. 3.00% of the stock is owned by corporate insiders.

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.