Insider Selling: Insmed (NASDAQ:INSM) COO Sells $140,406.14 in Stock

Insmed, Inc. (NASDAQ:INSM) COO Roger Adsett sold 802 shares of the stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $175.07, for a total transaction of $140,406.14. Following the completion of the sale, the chief operating officer owned 109,660 shares of the company’s stock, valued at approximately $19,198,176.20. This represents a 0.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.

Roger Adsett also recently made the following trade(s):

• On Thursday, January 8th, Roger Adsett sold 2,059 shares of Insmed stock. The stock was sold at an average price of $174.17, for a total transaction of $358,616.03.
• On Tuesday, January 6th, Roger Adsett sold 1,429 shares of Insmed stock. The shares were sold at an average price of $173.33, for a total transaction of $247,688.57.

Insmed Trading Up 3.3%

Shares of NASDAQ:INSM opened at $175.97 on Friday. Insmed, Inc. has a 52-week low of $60.40 and a 52-week high of $212.75. The company has a debt-to-equity ratio of 0.59, a quick ratio of 4.34 and a current ratio of 4.63. The company has a market capitalization of $37.53 billion, a P/E ratio of -28.43 and a beta of 1.08. The company has a 50-day simple moving average of $190.04 and a 200 day simple moving average of $152.18.

Insmed (NASDAQ:INSM) last released its quarterly earnings data on Thursday, October 30th. The biopharmaceutical company reported ($1.75) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.35) by ($0.40). Insmed had a negative net margin of 264.83% and a negative return on equity of 183.55%. The business had revenue of $142.34 million during the quarter, compared to the consensus estimate of $114.33 million. During the same quarter in the prior year, the company earned ($1.27) EPS. Insmed’s quarterly revenue was up 52.4% on a year-over-year basis. Sell-side analysts forecast that Insmed, Inc. will post -4.56 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of Insmed in a research report on Wednesday, October 8th. Wolfe Research set a $167.00 price target on shares of Insmed and gave the company an “outperform” rating in a report on Thursday, December 18th. The Goldman Sachs Group boosted their price objective on Insmed from $225.00 to $258.00 and gave the stock a “buy” rating in a report on Monday, December 15th. Guggenheim decreased their target price on Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a research report on Thursday, December 18th. Finally, Evercore ISI reissued an “outperform” rating and set a $180.00 price target on shares of Insmed in a report on Wednesday, October 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $205.64.

Institutional Investors Weigh In On Insmed

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. CIBC Private Wealth Group LLC boosted its stake in shares of 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 period. ORG Partners LLC raised its holdings in Insmed by 220.2% in the 2nd quarter. ORG Partners LLC now owns 285 shares of the biopharmaceutical company’s stock valued at $28,000 after acquiring an additional 196 shares in the last quarter. Hilltop National Bank bought a new stake in shares of Insmed during the 2nd quarter valued at $28,000. Stone House Investment Management LLC acquired a new stake in shares of Insmed during the 3rd quarter worth $29,000. Finally, SBI Securities Co. Ltd. increased its position 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 purchasing an additional 166 shares during the period.

Key Stories Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Preliminary/full‑year revenue and updated FY‑2025 guidance well above Street expectations — management cited ~ $606.4M revenue guidance vs. consensus near $520.7M, a key driver of the rally. Read More.
• Positive Sentiment: BRINSUPRI launch strong: company reported ~ $144.6M in BRINSUPRI revenue for the first full quarter of launch and ~ $172.7M for full‑year 2025 — supports multi‑blockbuster revenue narrative. Read More.
• Positive Sentiment: ARIKAYCE outperformance and 2026 guidance: ARIKAYCE generated ~ $433.8M in 2025, exceeding prior guidance; management expects $450M–$470M in 2026, underpinning recurring cash flow expectations. Read More.
• Neutral Sentiment: Clinical timeline updates: ENCORE (ARIKAYCE Phase 3) topline is now expected in March/April 2026 and CEDAR (brensocatib Phase 2b) topline in Q2 2026 — material catalysts but timing shifts may concentrate near‑term volatility. Read More.
• Neutral Sentiment: R&D cadence: new Phase‑3 PALM‑ILD start and plans for additional Phase‑3 programs (PAH, PPF, IPF) expand long‑term optionality but raise near‑term spend and execution risk. Read More.
• Neutral Sentiment: Media/retail interest: Jim Cramer highlighted INSM as “worth keeping an eye on,” which can boost retail liquidity but is not a fundamental endorsement. Read More.
• Negative Sentiment: Concentrated insider selling: multiple executives (CEO, CFO, COO and others) sold shares across Jan. 6–8 (reports aggregate ≈ $15M+ in sales), which can signal profit‑taking or create negative sentiment among some investors. Read More.
• Negative Sentiment: Investor litigation alert: Pomerantz LLP has opened an investor investigation into Insmed, introducing legal and reputational uncertainty until matters are resolved. Read More.

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.