KLP Kapitalforvaltning AS Increases Holdings in Insmed, Inc. $INSM

KLP Kapitalforvaltning AS boosted its stake in shares of Insmed, Inc. (NASDAQ:INSM) by 8.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 41,000 shares of the biopharmaceutical company’s stock after buying an additional 3,200 shares during the period. KLP Kapitalforvaltning AS’s holdings in Insmed were worth $5,904,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Caxton Associates LLP acquired a new position in shares of Insmed during the 1st quarter valued at about $441,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Insmed by 10.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 539,484 shares of the biopharmaceutical company’s stock worth $41,157,000 after purchasing an additional 52,637 shares during the period. Intech Investment Management LLC raised its stake in Insmed by 43.2% during the first quarter. Intech Investment Management LLC now owns 101,979 shares of the biopharmaceutical company’s stock worth $7,780,000 after purchasing an additional 30,752 shares during the period. Strs Ohio acquired a new position in Insmed in the 1st quarter valued at about $1,961,000. Finally, Financiere des Professionnels Fonds d investissement inc. purchased a new stake in shares of Insmed in the 2nd quarter valued at approximately $452,000.

Analyst Ratings Changes

A number of brokerages have recently issued reports on INSM. Rothschild Redb upgraded shares of Insmed to a “strong-buy” rating in a report on Thursday, December 4th. Redburn Partners set a $263.00 target price on Insmed in a research note on Thursday, December 4th. Bank of America lifted their target price on Insmed from $142.00 to $187.00 and gave the company a “buy” rating in a research report on Monday, October 27th. Wedbush set a $203.00 price target on Insmed in a report on Thursday, December 18th. Finally, The Goldman Sachs Group raised their price objective on Insmed from $225.00 to $258.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $205.64.

Insmed News Summary

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.

Insiders Place Their Bets

In related news, insider Michael Alexander Smith sold 27,130 shares of Insmed stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $183.78, for a total value of $4,985,951.40. Following the completion of the transaction, the insider owned 54,902 shares in the company, valued at approximately $10,089,889.56. The trade was a 33.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Leo Lee sold 75,000 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $195.90, for a total transaction of $14,692,500.00. Following the sale, the director directly owned 54,677 shares in the company, valued at approximately $10,711,224.30. The trade was a 57.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 266,885 shares of company stock valued at $49,348,559. 3.00% of the stock is owned by company insiders.

Insmed Trading Up 3.3%

INSM opened at $175.97 on Friday. Insmed, Inc. has a 52 week low of $60.40 and a 52 week high of $212.75. The company has a quick ratio of 4.34, a current ratio of 4.63 and a debt-to-equity ratio of 0.59. The business has a fifty day simple moving average of $190.04 and a 200-day simple moving average of $151.86. The firm has a market cap of $37.53 billion, a P/E ratio of -28.43 and a beta of 1.08.

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

Insmed 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.