Assenagon Asset Management S.A. Sells 22,419 Shares of Insmed, Inc. $INSM

Assenagon Asset Management S.A. lowered its position in shares of Insmed, Inc. (NASDAQ:INSM) by 17.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 106,826 shares of the biopharmaceutical company’s stock after selling 22,419 shares during the period. Assenagon Asset Management S.A. owned about 0.05% of Insmed worth $18,592,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of INSM. Darwin Global Management Ltd. boosted its holdings in shares of Insmed by 5.8% during the third quarter. Darwin Global Management Ltd. now owns 20,457,445 shares of the biopharmaceutical company’s stock worth $2,897,797,000 after purchasing an additional 1,112,824 shares during the period. Vanguard Group Inc. raised its position in Insmed by 13.0% during the 3rd quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock valued at $2,870,957,000 after purchasing an additional 2,291,328 shares during the last quarter. Capital International Investors lifted its holdings in Insmed by 1.0% in the 3rd quarter. Capital International Investors now owns 7,553,853 shares of the biopharmaceutical company’s stock worth $1,087,830,000 after buying an additional 74,994 shares during the period. Artisan Partners Limited Partnership lifted its holdings in Insmed by 49.0% in the 3rd quarter. Artisan Partners Limited Partnership now owns 4,937,683 shares of the biopharmaceutical company’s stock worth $711,076,000 after buying an additional 1,623,342 shares during the period. Finally, Duquesne Family Office LLC grew its position in shares of Insmed by 3.0% in the 3rd quarter. Duquesne Family Office LLC now owns 2,423,435 shares of the biopharmaceutical company’s stock worth $348,999,000 after buying an additional 70,000 shares during the last quarter.

Insmed Trading Down 0.5%

NASDAQ INSM opened at $147.60 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. Insmed, Inc. has a twelve month low of $60.40 and a twelve month high of $212.75. The firm has a market capitalization of $31.82 billion, a PE ratio of -23.03 and a beta of 1.13. The stock’s 50 day moving average is $150.45 and its 200 day moving average is $165.98.

Insmed (NASDAQ:INSM) last posted 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). The firm had revenue of $263.84 million during the quarter, compared to the consensus estimate of $263.97 million. Insmed had a negative return on equity of 168.36% and a negative net margin of 210.54%.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 posted ($1.32) EPS. Research analysts forecast 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: Positive Phase 3b ENCORE topline results for ARIKAYCE in MAC lung disease — a clear clinical win that strengthens the commercial and regulatory narrative for the lung‑disease franchise. Insmed reports positive topline results from phase 3b ENCORE study of Arikayce in patients with MAC lung disease
• Positive Sentiment: HC Wainwright raised its price target to $245 and maintained a Buy rating—one of the most bullish analyst moves, implying meaningful upside versus the current share price. Benzinga
• Positive Sentiment: Stifel increased its price target to $208, and Mizuho lifted its target to $206 (Outperform), providing additional analyst support behind the stock’s recovery narrative. Stifel Nicolaus Boosts Insmed (NASDAQ:INSM) Price Target to $208.00
• Positive Sentiment: Analysts at Leerink Partners and Bank of America signaled that the stock is likely to rise, reinforcing the post‑trial optimism among sell‑side firms. Insmed (NASDAQ:INSM) Stock Price Expected to Rise, Leerink Partners Analyst Says
• Neutral Sentiment: Insmed hosted a shareholder/analyst call with a slide deck summarizing results and commercial strategy — useful for modeling uptake but not a headline catalyst by itself. Insmed Incorporated (INSM) Shareholder/Analyst Call – Slideshow
• Neutral Sentiment: CEO interviews and videos (coverage on MSN/other outlets) reiterate commercial opportunity and Japan market size, helpful color for adoption expectations. Insmed CEO on its Arikayce drug after shares surge on trial results
• Negative Sentiment: Wells Fargo trimmed its price target to $175, which introduces a more conservative valuation reference and may limit near‑term upside for some investors. Wells Fargo & Company Lowers Insmed (NASDAQ:INSM) Price Target to $175.00

Insider Buying and Selling at Insmed

In related news, CFO Sara Bonstein sold 748 shares of the stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $156.34, for a total value of $116,942.32. Following the completion of the transaction, the chief financial officer directly owned 79,758 shares in the company, valued at $12,469,365.72. This trade represents a 0.93% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Roger Adsett sold 791 shares of Insmed stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $156.17, for a total transaction of $123,530.47. Following the transaction, the chief operating officer directly owned 106,810 shares of the company’s stock, valued at approximately $16,680,517.70. This trade represents a 0.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 189,651 shares of company stock valued at $31,533,654 over the last 90 days. 3.00% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Truist Financial set a $205.00 target price on Insmed in a research note on Monday, January 12th. Morgan Stanley set a $166.00 price target on Insmed in a research note on Friday, February 20th. Mizuho boosted their price objective on shares of Insmed from $204.00 to $206.00 and gave the company an “outperform” rating in a research report on Wednesday. Roth Mkm upgraded shares of Insmed to a “strong-buy” rating in a report on Friday, January 23rd. Finally, Royal Bank Of Canada raised their target price on shares of Insmed from $197.00 to $200.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Three research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Insmed currently has an average rating of “Buy” and an average price target of $210.19.

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.