Allspring Global Investments Holdings LLC lessened its stake in shares of Insmed, Inc. (NASDAQ:INSM – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 220,084 shares of the biopharmaceutical company’s stock after selling 7,545 shares during the period. Allspring Global Investments Holdings LLC owned 0.10% of Insmed worth $38,981,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also recently made changes to their positions in the company. CIBC Private Wealth Group LLC lifted its position in Insmed by 42.1% in the third quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock valued at $26,000 after buying an additional 53 shares during the last quarter. CoreCap Advisors LLC acquired a new position in shares of Insmed in the 4th quarter worth approximately $27,000. Stone House Investment Management LLC purchased a new position in shares of Insmed during the 3rd quarter worth approximately $29,000. SBI Securities Co. Ltd. boosted its position in shares of Insmed by 404.9% during the 3rd quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock worth $30,000 after purchasing an additional 166 shares during the period. Finally, MassMutual Private Wealth & Trust FSB increased its holdings in Insmed by 59.6% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 217 shares of the biopharmaceutical company’s stock valued at $31,000 after purchasing an additional 81 shares during the last quarter.
Wall Street Analysts Forecast Growth
A number of brokerages have issued reports on INSM. Barclays boosted their price target on shares of Insmed from $231.00 to $237.00 and gave the stock an “overweight” rating in a research note on Wednesday. Roth Mkm raised Insmed to a “strong-buy” rating in a research note on Friday, January 23rd. Wolfe Research set a $167.00 price target on Insmed and gave the stock an “outperform” rating in a report on Thursday, December 18th. Mizuho increased their price target on Insmed from $204.00 to $206.00 and gave the company an “outperform” rating in a research report on Wednesday, March 25th. Finally, Stifel Nicolaus lifted their price objective on Insmed from $205.00 to $208.00 and gave the company a “buy” rating in a research note on Tuesday, March 24th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Insmed presently has an average rating of “Buy” and a consensus price target of $212.67.
Insider Activity at Insmed
In other news, CEO William Lewis sold 10,699 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $143.52, for a total value of $1,535,520.48. Following the completion of the sale, the chief executive officer directly owned 301,185 shares of the company’s stock, valued at approximately $43,226,071.20. The trade was a 3.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Michael Alexander Smith sold 19,638 shares of the company’s stock in a transaction dated Monday, March 30th. The shares were sold at an average price of $150.98, for a total value of $2,964,945.24. Following the completion of the sale, the insider directly owned 51,871 shares of the company’s stock, valued at approximately $7,831,483.58. This trade represents a 27.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 121,999 shares of company stock valued at $19,205,391 in the last ninety days. 3.00% of the stock is currently owned by insiders.
Trending Headlines about Insmed
Here are the key news stories impacting Insmed this week:
- Positive Sentiment: Barclays raised its price target from $231 to $237 and kept an “overweight” rating, implying roughly ~46% upside vs the current price — a clear catalyst for buy-side interest. Barclays price-target hike (Benzinga)
- Positive Sentiment: Morgan Stanley also upgraded Insmed to Overweight, reinforcing institutional bullishness and supporting near-term momentum. Morgan Stanley upgrade (American Banking News)
- Positive Sentiment: Analyst and market commentary highlights Insmed’s strong Brinsupri launch and attractive pipeline (TPIP for PAH/PH-ILD), arguing the pipeline is beginning to justify the company’s valuation — a bullish medium-term thesis. Insmed: The Pipeline Is Catching Up To The Valuation (Seeking Alpha)
- Positive Sentiment: Options-focused coverage notes bullish activity after the Barclays lift, indicating elevated speculative interest that can amplify upside moves. Options Bulls Could Be Right About This Pharma Stock (Schaeffer’s)
- Neutral Sentiment: News pieces reporting the analyst upgrades and the intraday price pop summarize the firm reaction but add little new fundamental information. Insmed Stock Price Up on Analyst Upgrade (American Banking News)
- Negative Sentiment: Insider Michael Alexander Smith sold 19,638 shares (~27% reduction in his post-sale position), a transaction worth roughly $3.0M at ~$151/share — insider selling can be viewed as a near-term negative for sentiment. SEC Filing: Insider Sale
- Negative Sentiment: Coverage on proposed MFN pricing in the U.S. suggests it could delay European drug launches broadly — a policy risk that could slow Insmed’s international rollouts and damp future revenue upside. Trump’s MFN Pricing Expected To Delay More European Drug Launches (BioSpace)
Insmed Trading Down 1.5%
NASDAQ:INSM opened at $162.43 on Friday. Insmed, Inc. has a 1 year low of $60.40 and a 1 year high of $212.75. The stock has a market cap of $35.01 billion, a P/E ratio of -25.34 and a beta of 1.10. The company has a debt-to-equity ratio of 0.76, a quick ratio of 3.54 and a current ratio of 3.83. The stock has a 50-day simple moving average of $150.18 and a 200-day simple moving average of $166.38.
Insmed (NASDAQ:INSM – Get Free Report) last issued its earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share for the quarter, missing the consensus estimate 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 business had revenue of $263.84 million for the quarter, compared to analyst estimates of $263.97 million. During the same period last year, the business posted ($1.32) EPS. Insmed’s revenue was up 152.6% on a year-over-year basis. As a group, analysts anticipate that Insmed, Inc. will post -4.56 earnings per share for the current fiscal year.
About Insmed
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.
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