Insmed, Inc. $INSM Shares Purchased by Artisan Partners Limited Partnership

Artisan Partners Limited Partnership raised its holdings in shares of Insmed, Inc. (NASDAQ:INSM) by 49.0% during the 3rd quarter, Holdings Channel reports. The fund owned 4,937,683 shares of the biopharmaceutical company’s stock after purchasing an additional 1,623,342 shares during the period. Insmed makes up approximately 1.0% of Artisan Partners Limited Partnership’s portfolio, making the stock its 27th largest holding. Artisan Partners Limited Partnership’s holdings in Insmed were worth $711,076,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of Insmed by 13.0% in the third quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock worth $2,870,957,000 after purchasing an additional 2,291,328 shares in the last quarter. Norges Bank acquired a new stake in Insmed in the second quarter worth about $194,728,000. Orbis Allan Gray Ltd bought a new position in Insmed in the 2nd quarter valued at about $153,389,000. Qube Research & Technologies Ltd acquired a new position in Insmed during the 2nd quarter valued at about $108,898,000. Finally, HRT Financial LP acquired a new position in Insmed during the 2nd quarter valued at about $73,426,000.

Insiders Place Their Bets

In other news, COO Roger Adsett sold 791 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $156.17, for a total value of $123,530.47. Following the transaction, the chief operating officer owned 106,810 shares in the company, valued at $16,680,517.70. This represents a 0.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Sara Bonstein sold 748 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The stock was 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 $12,469,365.72. This trade represents a 0.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 178,952 shares of company stock valued at $30,222,170 in the last 90 days. Insiders own 3.00% of the company’s stock.

Insmed Stock Up 0.9%

Shares of NASDAQ:INSM opened at $150.00 on Friday. The firm has a 50 day simple moving average of $162.20 and a 200 day simple moving average of $164.37. 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 0.76, a quick ratio of 3.54 and a current ratio of 3.83. The company has a market cap of $32.33 billion, a PE ratio of -23.40 and a beta of 1.11.

Insmed (NASDAQ:INSM) last announced its earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.07) by ($0.47). The firm had revenue of $263.84 million for the quarter, compared to analyst estimates of $263.97 million. Insmed had a negative net margin of 210.54% and a negative return on equity of 168.36%. Insmed’s revenue for the quarter was up 152.6% compared to the same quarter last year. During the same period last year, the firm earned ($1.32) earnings per share. As a group, research analysts expect that Insmed, Inc. will post -4.56 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on INSM shares. HC Wainwright reaffirmed a “buy” rating and issued a $230.00 price target on shares of Insmed in a research note on Monday. Roth Mkm raised Insmed to a “strong-buy” rating in a report on Friday, January 23rd. The Goldman Sachs Group increased their price target on Insmed from $225.00 to $258.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Guggenheim lowered their price target 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, Morgan Stanley set a $166.00 price objective on Insmed in a report on Friday, February 20th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $207.52.

More Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: HC Wainwright reiterated a “Buy” rating and keeps a $230 price target while raising multi‑year upside estimates (FY2027 and FY2030), reinforcing bullish long‑term expectations for Insmed. HC Wainwright Reiterates Buy Rating for Insmed (NASDAQ:INSM)
• Positive Sentiment: A Benzinga retrospective on 10‑year performance highlights strong historical returns for INSM shareholders, which can support investor confidence and interest in the name. Here’s How Much You Would Have Made Owning Insmed Stock In The Last 10 Years
• Neutral Sentiment: Analysts have issued Q1 earnings forecasts for Insmed; near‑term estimates and guidance expectations are being updated, so investors will watch upcoming results and commentary for confirmation. Research Analysts Issue Forecasts for Insmed Q1 Earnings
• Negative Sentiment: Mizuho lowered its price target for INSM to $204, reducing implied upside versus some higher street targets and adding pressure to valuation narratives. Mizuho Lowers Insmed (NASDAQ:INSM) Price Target to $204.00
• Negative Sentiment: In the same HC Wainwright note, the firm trimmed FY2026 EPS expectations (to a larger loss), signaling nearer‑term profitability pressure even as it remains bullish longer term. This mixed revision creates short‑term downside risk. Insmed Coverage on MarketBeat

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.