BNP PARIBAS ASSET MANAGEMENT Holding S.A. Decreases Stake in Insmed, Inc. $INSM

BNP PARIBAS ASSET MANAGEMENT Holding S.A. cut its holdings in shares of Insmed, Inc. (NASDAQ:INSM) by 34.2% during the third quarter, HoldingsChannel.com reports. The fund owned 198,702 shares of the biopharmaceutical company’s stock after selling 103,363 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A.’s holdings in Insmed were worth $28,615,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Spire Wealth Management boosted its holdings in shares of Insmed by 11.5% during the 3rd quarter. Spire Wealth Management now owns 777 shares of the biopharmaceutical company’s stock worth $112,000 after purchasing an additional 80 shares during the last quarter. MassMutual Private Wealth & Trust FSB lifted its position in Insmed by 59.6% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 217 shares of the biopharmaceutical company’s stock worth $31,000 after buying an additional 81 shares in the last quarter. Moody Aldrich Partners LLC boosted its stake in Insmed by 2.4% during the third quarter. Moody Aldrich Partners LLC now owns 5,551 shares of the biopharmaceutical company’s stock worth $799,000 after buying an additional 132 shares during the last quarter. AlphaQuest LLC grew its holdings in Insmed by 109.5% in the 3rd quarter. AlphaQuest LLC now owns 287 shares of the biopharmaceutical company’s stock valued at $41,000 after buying an additional 150 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. grew its holdings in Insmed by 169.7% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 240 shares of the biopharmaceutical company’s stock valued at $38,000 after buying an additional 151 shares in the last quarter.

Insider Activity

In other Insmed news, CEO William Lewis sold 19,215 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $169.00, for a total value of $3,247,335.00. Following the completion of the transaction, the chief executive officer owned 306,891 shares of the company’s stock, valued at $51,864,579. This trade represents a 5.89% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Elizabeth M. Anderson sold 5,000 shares of the business’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $204.58, for a total transaction of $1,022,900.00. Following the completion of the transaction, the director owned 58,729 shares of the company’s stock, valued at approximately $12,014,778.82. This trade represents a 7.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 173,253 shares of company stock valued at $29,629,842. 3.00% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on INSM shares. Jefferies Financial Group set a $269.00 price target on Insmed in a report on Wednesday, December 10th. Barclays began coverage on shares of Insmed in a research report on Tuesday, January 27th. They set an “overweight” rating and a $231.00 price objective for the company. UBS Group decreased their target price on shares of Insmed from $223.00 to $215.00 and set a “buy” rating on the stock in a report on Tuesday, January 6th. Mizuho set a $211.00 price target on shares of Insmed in a research note on Thursday. Finally, Truist Financial set a $205.00 price target on shares of Insmed in a report on Monday, January 12th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $207.05.

Insmed Trading Up 6.5%

Shares of NASDAQ INSM opened at $161.00 on Friday. The company has a current ratio of 4.63, a quick ratio of 4.34 and a debt-to-equity ratio of 0.59. The stock has a market capitalization of $34.34 billion, a PE ratio of -26.01 and a beta of 1.11. Insmed, Inc. has a twelve month low of $60.40 and a twelve month high of $212.75. The stock has a fifty day simple moving average of $165.77 and a 200-day simple moving average of $162.79.

Insmed (NASDAQ:INSM) last announced its earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) EPS for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). The firm had revenue of $263.84 million for the quarter, compared to analysts’ expectations of $263.97 million. Insmed had a negative net margin of 264.83% and a negative return on equity of 183.55%. The business’s revenue was up 152.6% compared to the same quarter last year. During the same quarter last year, the business earned ($1.32) earnings per share. On average, equities analysts forecast that Insmed, Inc. will post -4.56 earnings per share for the current year.

Key Headlines Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Company projects BRINSUPRI 2026 sales of at least $1 billion and reiterated 2026 ARIKAYCE guidance, signaling strong commercial growth expectations. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Management publicly explained the “audacious” $1B BRINSUPRI target and growth rationale, which supports investor confidence in commercial execution. Insmed CEO explains ‘audacious’ $1B projection for 2026 sales of Brinsupri
• Positive Sentiment: Revenue momentum and balance sheet: full‑year 2025 total revenue of $606.4M, Q4 revenue up ~152.6% y/y, and roughly $1.4B in cash and marketable securities provide runway for launches and trials. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Pipeline and regulatory updates remain on track — Phase 3 ENCORE and Phase 2b CEDAR readouts scheduled and FDA granted orphan designation to a PAH candidate, supporting long‑term optionality. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Read the full Q4 earnings call transcript and company slide deck for management commentary and execution detail. Insmed Incorporated (INSM) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss: Q4 GAAP loss per share was $(1.54) vs. consensus ~(−$1.07), and the company reported negative net margin and ROE metrics — short‑term profitability remains a concern for some investors. Insmed earnings missed by $0.37, revenue topped estimates
• Negative Sentiment: Some feeds showed inconsistent or malformed FY2026 guidance headlines (reporting errors in some summaries), which can create short‑term confusion; rely on the company press release and slides for authoritative guidance. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update

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.