Insmed (NASDAQ:INSM) CFO Sara Bonstein Sells 1,678 Shares

Insmed, Inc. (NASDAQ:INSM) CFO Sara Bonstein sold 1,678 shares of the stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $175.07, for a total transaction of $293,767.46. Following the sale, the chief financial officer owned 81,953 shares in the company, valued at approximately $14,347,511.71. This trade represents a 2.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Sara Bonstein also recently made the following trade(s):

• On Thursday, January 8th, Sara Bonstein sold 1,447 shares of Insmed stock. The stock was sold at an average price of $174.17, for a total value of $252,023.99.
• On Tuesday, January 6th, Sara Bonstein sold 1,517 shares of Insmed stock. The stock was sold at an average price of $173.33, for a total value of $262,941.61.

Insmed Price Performance

INSM stock opened at $170.27 on Friday. The business’s 50-day moving average is $190.31 and its two-hundred day moving average is $151.37. The company has a debt-to-equity ratio of 0.59, a current ratio of 4.63 and a quick ratio of 4.34. The firm has a market capitalization of $36.31 billion, a P/E ratio of -27.51 and a beta of 1.08. Insmed, Inc. has a 1 year low of $60.40 and a 1 year high of $212.75.

Insmed (NASDAQ:INSM) last issued its 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 net margin of 264.83% and a negative return on equity of 183.55%. The firm had revenue of $142.34 million during the quarter, compared to analyst estimates of $114.33 million. During the same period last year, the business earned ($1.27) EPS. The firm’s revenue was up 52.4% compared to the same quarter last year. Analysts anticipate that Insmed, Inc. will post -4.56 earnings per share for the current fiscal year.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Company update: Insmed reported strong unaudited revenues tied to its commercial launches—BRINSUPRI posted roughly $144.6M in total revenue in its first full quarter and ~$172.7M for full-year 2025; ARIKAYCE generated ~ $433.8M for 2025, exceeding the top end of prior guidance. Management provided 2026 ARIKAYCE guidance of $450M–$470M, signaling continued commercial momentum. Insmed Provides Business Update at 44th Annual J.P. Morgan Healthcare Conference
• Neutral Sentiment: Pipeline timing: Management updated clinical timelines — ENCORE (ARIKAYCE Phase 3) topline now expected March/April 2026 and CEDAR (brensocatib Phase 2b in HS) topline anticipated in Q2 2026. These upcoming readouts are material catalysts but the shifted timing may compress near-term volatility. Insmed Provides Business Update at 44th Annual J.P. Morgan Healthcare Conference
• Neutral Sentiment: New Phase‑3 starts: Insmed initiated the PALM‑ILD Phase 3 for TPIP in PH‑ILD in Q4 2025 and plans further Phase 3 studies in PAH, PPF and IPF in 2026 — a positive R&D cadence but one that increases near-term spend and execution risk. Insmed Provides Business Update at 44th Annual J.P. Morgan Healthcare Conference
• Neutral Sentiment: Media attention: Jim Cramer flagged Insmed as “worth keeping an eye on,” which can boost retail interest and liquidity but is not a fundamental endorsement. Jim Cramer on Insmed
• Negative Sentiment: Insider selling: Multiple executives (CEO, CFO, COO and others) have recently sold shares across Jan. 6–8, and a report flagged approximately $15.29M in insider sales—activity that can signal near-term profit-taking or create negative perception among investors. Insider Selling: Insmed Insider Sells $15,293,208.00 in Stock
• Negative Sentiment: Investor litigation alert: Pomerantz LLP launched an investor investigation related to Insmed, which introduces potential legal and reputational risk and could weigh on sentiment until clarified. Pomerantz Investigates Claims On Behalf of Investors of Insmed

Hedge Funds Weigh In On Insmed

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Fulton Bank N.A. increased its stake in Insmed by 2.8% in the 4th quarter. Fulton Bank N.A. now owns 5,325 shares of the biopharmaceutical company’s stock valued at $927,000 after buying an additional 146 shares during the period. Wealth Enhancement Advisory Services LLC lifted its holdings in Insmed by 37.2% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 10,427 shares of the biopharmaceutical company’s stock valued at $1,825,000 after acquiring an additional 2,829 shares during the period. Wedmont Private Capital purchased a new stake in shares of Insmed during the 4th quarter worth $217,000. Nordea Investment Management AB purchased a new position in shares of Insmed in the 4th quarter valued at about $3,492,000. Finally, Everpar Advisors LLC lifted its stake in shares of Insmed by 8.3% in the fourth quarter. Everpar Advisors LLC now owns 1,573 shares of the biopharmaceutical company’s stock valued at $274,000 after purchasing an additional 120 shares during the period.

Wall Street Analyst Weigh In

INSM has been the subject of several analyst reports. HC Wainwright lowered their price objective on Insmed from $240.00 to $230.00 and set a “buy” rating for the company in a research report on Thursday, December 18th. Evercore ISI reaffirmed an “outperform” rating and issued a $180.00 price target on shares of Insmed in a report on Wednesday, October 1st. Redburn Partners set a $263.00 price objective on shares of Insmed in a research report on Thursday, December 4th. Wolfe Research set a $167.00 target price on shares of Insmed and gave the company an “outperform” rating in a report on Thursday, December 18th. Finally, Guggenheim cut their price target on shares of Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a research note on Thursday, December 18th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target 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.