Insmed (NASDAQ:INSM) Insider Sells $124,124.63 in Stock

Insmed, Inc. (NASDAQ:INSM) insider Michael Alexander Smith sold 709 shares of the business’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $175.07, for a total transaction of $124,124.63. Following the sale, the insider directly owned 58,090 shares in the company, valued at approximately $10,169,816.30. The trade was a 1.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Michael Alexander Smith also recently made the following trade(s):

• On Thursday, January 8th, Michael Alexander Smith sold 1,053 shares of Insmed stock. The shares were sold at an average price of $174.17, for a total value of $183,401.01.
• On Tuesday, January 6th, Michael Alexander Smith sold 1,396 shares of Insmed stock. The shares were sold at an average price of $173.33, for a total value of $241,968.68.
• On Monday, November 3rd, Michael Alexander Smith sold 27,130 shares of Insmed stock. The stock was sold at an average price of $183.78, for a total value of $4,985,951.40.

Insmed Price Performance

Insmed stock opened at $175.97 on Friday. The stock has a 50-day moving average price of $190.04 and a two-hundred day moving average price of $152.18. Insmed, Inc. has a 12 month low of $60.40 and a 12 month high of $212.75. The company has a market capitalization of $37.53 billion, a PE ratio of -28.43 and a beta of 1.08. The company has a current ratio of 4.63, a quick ratio of 4.34 and a debt-to-equity ratio of 0.59.

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

Institutional Trading of Insmed

A number of large investors have recently bought and sold shares of the business. Chung Wu Investment Group LLC bought a new position in shares of Insmed during the 2nd quarter worth approximately $173,000. Resolute Capital Asset Partners LLC acquired a new position in shares of Insmed during the 2nd quarter valued at $2,748,000. Caxton Associates LLP bought a new position in Insmed during the first quarter worth $441,000. Assenagon Asset Management S.A. boosted its stake in Insmed by 84.5% during the second quarter. Assenagon Asset Management S.A. now owns 73,404 shares of the biopharmaceutical company’s stock worth $7,387,000 after acquiring an additional 33,626 shares in the last quarter. Finally, Public Employees Retirement System of Ohio acquired a new stake in Insmed in the second quarter worth $5,578,000.

Key Headlines 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.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on INSM shares. Bank of America raised their price target on shares of Insmed from $142.00 to $187.00 and gave the company a “buy” rating in a research note on Monday, October 27th. Wolfe Research set a $167.00 price objective on Insmed and gave the company an “outperform” rating in a report on Thursday, December 18th. Morgan Stanley set a $157.00 target price on Insmed in a report on Thursday. Rothschild & Co Redburn started coverage on Insmed in a research report on Thursday, December 4th. They issued a “buy” rating and a $263.00 price target on the stock. Finally, Guggenheim lowered their price objective on Insmed from $230.00 to $221.00 and set a “buy” rating for the company in a research report on Thursday, December 18th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $205.64.

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.