E. Ohman J or Asset Management AB Makes New $912,000 Investment in Insmed, Inc. $INSM

E. Ohman J or Asset Management AB purchased a new stake in Insmed, Inc. (NASDAQ:INSM) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 5,239 shares of the biopharmaceutical company’s stock, valued at approximately $912,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. grew its position in shares of Insmed by 13.0% during the third quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock worth $2,870,957,000 after buying an additional 2,291,328 shares in the last quarter. Norges Bank purchased a new stake in shares of Insmed during the second quarter worth approximately $194,728,000. Artisan Partners Limited Partnership raised its holdings in Insmed by 49.0% in the third quarter. Artisan Partners Limited Partnership now owns 4,937,683 shares of the biopharmaceutical company’s stock valued at $711,076,000 after acquiring an additional 1,623,342 shares in the last quarter. Orbis Allan Gray Ltd acquired a new stake in Insmed in the second quarter valued at approximately $153,389,000. Finally, Darwin Global Management Ltd. lifted its stake in Insmed by 5.8% in 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 acquiring an additional 1,112,824 shares during the last quarter.

Analyst Ratings Changes

Several research analysts have commented on the stock. Mizuho boosted their price target on shares of Insmed from $204.00 to $206.00 and gave the stock an “outperform” rating in a report on Wednesday. Morgan Stanley set a $166.00 price objective on shares of Insmed in a report on Friday, February 20th. Jefferies Financial Group initiated coverage on shares of Insmed in a research report on Monday, March 16th. They set a “buy” rating and a $228.00 price objective for the company. Truist Financial set a $205.00 target price on shares of Insmed in a research note on Monday, January 12th. Finally, Guggenheim dropped their target price on Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a report on Thursday, December 18th. Three 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, Insmed presently has a consensus rating of “Buy” and a consensus price target of $209.48.

Insmed Stock Performance

Shares of Insmed stock opened at $148.31 on Thursday. The firm has a market capitalization of $31.97 billion, a P/E ratio of -23.14 and a beta of 1.13. Insmed, Inc. has a 52 week low of $60.40 and a 52 week high of $212.75. 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 is $150.68 and its two-hundred day moving average is $166.11.

Insmed (NASDAQ:INSM) last released its quarterly earnings data 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 period in the previous year, the business posted ($1.32) EPS. The firm’s revenue for the quarter was up 152.6% compared to the same quarter last year. Research analysts forecast that Insmed, Inc. will post -4.56 EPS for the current fiscal year.

Insider Activity at Insmed

In related news, insider Michael Alexander Smith sold 640 shares of Insmed stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $156.27, for a total transaction of $100,012.80. Following the sale, the insider directly owned 56,397 shares in the company, valued at $8,813,159.19. This trade represents a 1.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Sara Bonstein sold 748 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $156.34, for a total transaction of $116,942.32. Following the completion of the sale, the chief financial officer directly owned 79,758 shares of the company’s stock, valued at approximately $12,469,365.72. This trade represents a 0.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 189,651 shares of company stock valued at $31,533,654 over the last quarter. 3.00% of the stock is owned by insiders.

Key Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Topline Phase 3b ENCORE results met study goals, positioning ARIKAYCE for a label expansion into 1st‑line MAC disease — a shift that could meaningfully increase future sales and market penetration. Insmed reports positive topline results from phase 3b ENCORE study of Arikayce in patients with MAC lung disease
• Positive Sentiment: Multiple analysts lifted price targets and raised ratings after the ENCORE readout (examples: Leerink, BofA, Stifel, Mizuho), signaling higher earnings/valuation expectations and sustaining buy‑side momentum. Insmed (NASDAQ:INSM) Price Target Upgrades Drive Nasdaq Index Focus
• Positive Sentiment: Company commentary highlighted that Japan’s MAC patient population exceeds the U.S., suggesting a larger international opportunity for ARIKAYCE and increasing upside to future revenue forecasts. Insmed CEO reveals Japan patient population exceeds US market for lung disease
• Positive Sentiment: Analyst commentary and equity research (e.g., Seeking Alpha coverage) view the ENCORE outcome as a catalyst for label expansion, converting an accelerated approval opportunity into materially larger TAM and supporting upside to 2026+ revenue estimates. Insmed: “Strong Buy” As Possible Label Expansion For ARIKAYCE Bodes Well
• Neutral Sentiment: Valuation pieces are being updated to reflect the ENCORE data; investors should watch revised model assumptions (peak penetration, label timing) in follow‑up research notes. A Look At Insmed (INSM) Valuation After Positive ENCORE Phase 3b ARIKAYCE Data
• Neutral Sentiment: Reports cite a “large increase” in short interest in March, but published figures appear inconsistent/ambiguous; monitor actual SEC/exchange short‑interest releases for clarity.
• Negative Sentiment: Wells Fargo trimmed its price target to $175, a more cautious take that may cap some of the upside; this cut partially offsets other firms’ increases but has not reversed broad positive sentiment. Wells Fargo & Company Lowers Insmed (NASDAQ:INSM) Price Target to $175.00

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.