E. Ohman J or Asset Management AB Makes New Investment in Insmed, Inc. $INSM

E. Ohman J or Asset Management AB acquired a new stake in Insmed, Inc. (NASDAQ:INSM) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 5,239 shares of the biopharmaceutical company’s stock, valued at approximately $912,000.

Other large investors have also modified their holdings of the company. EULAV Asset Management purchased a new stake in Insmed in the 3rd quarter valued at $12,961,000. Resolute Capital Asset Partners LLC acquired a new position in Insmed in the second quarter valued at $2,748,000. Artisan Partners Limited Partnership raised its holdings in shares of Insmed by 49.0% in the third quarter. Artisan Partners Limited Partnership now owns 4,937,683 shares of the biopharmaceutical company’s stock valued at $711,076,000 after buying an additional 1,623,342 shares during the last quarter. Nisa Investment Advisors LLC raised its holdings in shares of Insmed by 374.6% in the third quarter. Nisa Investment Advisors LLC now owns 10,466 shares of the biopharmaceutical company’s stock valued at $1,507,000 after buying an additional 8,261 shares during the last quarter. Finally, Atika Capital Management LLC acquired a new stake in shares of Insmed during the third quarter worth about $13,681,000.

Insider Transactions at Insmed

In other news, CEO William Lewis sold 10,699 shares of Insmed stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $143.52, for a total transaction of $1,535,520.48. Following the completion of the transaction, the chief executive officer owned 301,185 shares of the company’s stock, valued at $43,226,071.20. The trade was a 3.43% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, COO Roger Adsett sold 791 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $156.17, for a total transaction of $123,530.47. Following the completion of the sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 189,651 shares of company stock worth $31,533,654 over the last ninety days. 3.00% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on INSM. Leerink Partners raised their price target on Insmed from $210.00 to $215.00 and gave the stock an “outperform” rating in a report on Tuesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Insmed in a research note on Thursday, January 22nd. Mizuho increased their price objective on Insmed from $204.00 to $206.00 and gave the stock an “outperform” rating in a research report on Wednesday. TD Cowen set a $241.00 target price on Insmed in a research note on Thursday, December 18th. Finally, Roth Mkm raised Insmed to a “strong-buy” rating in a report on Friday, January 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Insmed presently has a consensus rating of “Buy” and a consensus target price of $209.48.

Insmed Price Performance

INSM stock opened at $148.31 on Thursday. The firm has a 50 day moving average of $150.68 and a 200-day moving average of $166.11. The company has a market cap of $31.97 billion, a price-to-earnings ratio of -23.14 and a beta of 1.13. The company has a current ratio of 3.83, a quick ratio of 3.54 and a debt-to-equity ratio of 0.76. Insmed, Inc. has a 12-month low of $60.40 and a 12-month high of $212.75.

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

Key Stories Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Topline Phase 3b ENCORE results met study goals, positioning ARIKAYCE for a label expansion into 1st‑line MAC disease — a shift that could meaningfully increase future sales and market penetration. Insmed reports positive topline results from phase 3b ENCORE study of Arikayce in patients with MAC lung disease
• Positive Sentiment: Multiple analysts lifted price targets and raised ratings after the ENCORE readout (examples: Leerink, BofA, Stifel, Mizuho), signaling higher earnings/valuation expectations and sustaining buy‑side momentum. Insmed (NASDAQ:INSM) Price Target Upgrades Drive Nasdaq Index Focus
• Positive Sentiment: Company commentary highlighted that Japan’s MAC patient population exceeds the U.S., suggesting a larger international opportunity for ARIKAYCE and increasing upside to future revenue forecasts. Insmed CEO reveals Japan patient population exceeds US market for lung disease
• Positive Sentiment: Analyst commentary and equity research (e.g., Seeking Alpha coverage) view the ENCORE outcome as a catalyst for label expansion, converting an accelerated approval opportunity into materially larger TAM and supporting upside to 2026+ revenue estimates. Insmed: “Strong Buy” As Possible Label Expansion For ARIKAYCE Bodes Well
• Neutral Sentiment: Valuation pieces are being updated to reflect the ENCORE data; investors should watch revised model assumptions (peak penetration, label timing) in follow‑up research notes. A Look At Insmed (INSM) Valuation After Positive ENCORE Phase 3b ARIKAYCE Data
• Neutral Sentiment: Reports cite a “large increase” in short interest in March, but published figures appear inconsistent/ambiguous; monitor actual SEC/exchange short‑interest releases for clarity.
• Negative Sentiment: Wells Fargo trimmed its price target to $175, a more cautious take that may cap some of the upside; this cut partially offsets other firms’ increases but has not reversed broad positive sentiment. Wells Fargo & Company Lowers Insmed (NASDAQ:INSM) Price Target to $175.00

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.