Michael Alexander Smith Sells 1,396 Shares of Insmed (NASDAQ:INSM) Stock

Insmed, Inc. (NASDAQ:INSM) insider Michael Alexander Smith sold 1,396 shares of the business’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $173.33, for a total value of $241,968.68. Following the transaction, the insider directly owned 58,799 shares of the company’s stock, valued at $10,191,630.67. The trade was a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Michael Alexander Smith also recently made the following trade(s):

• On Thursday, January 8th, Michael Alexander Smith sold 1,053 shares of Insmed stock. The stock was sold at an average price of $174.17, for a total transaction of $183,401.01.
• On Wednesday, January 7th, Michael Alexander Smith sold 709 shares of Insmed stock. The shares were sold at an average price of $175.07, for a total value of $124,124.63.
• On Monday, November 3rd, Michael Alexander Smith sold 27,130 shares of Insmed stock. The shares were sold at an average price of $183.78, for a total transaction of $4,985,951.40.

Insmed Price Performance

Shares of NASDAQ:INSM opened at $175.97 on Friday. The stock has a market capitalization of $37.53 billion, a price-to-earnings ratio of -28.43 and a beta of 1.08. The company has a debt-to-equity ratio of 0.59, a quick ratio of 4.34 and a current ratio of 4.63. The company has a 50-day simple moving average of $190.04 and a 200-day simple moving average of $151.86. Insmed, Inc. has a one year low of $60.40 and a one year high of $212.75.

Insmed (NASDAQ:INSM) last announced its quarterly earnings data on Thursday, October 30th. The biopharmaceutical company reported ($1.75) earnings per share for the quarter, missing analysts’ consensus estimates 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 business had revenue of $142.34 million during the quarter, compared to analysts’ expectations of $114.33 million. During the same period in the prior year, the firm posted ($1.27) EPS. Insmed’s revenue for the quarter was up 52.4% compared to the same quarter last year. On average, analysts predict that Insmed, Inc. will post -4.56 EPS for the current year.

Analysts Set New Price Targets

INSM has been the subject of several recent research reports. Wedbush set a $203.00 price target on Insmed in a research report on Thursday, December 18th. The Goldman Sachs Group increased their price target on shares of Insmed from $225.00 to $258.00 and gave the stock a “buy” rating in a research note on Monday, December 15th. Rothschild & Co Redburn began coverage on Insmed in a report on Thursday, December 4th. They set a “buy” rating and a $263.00 target price for the company. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Insmed in a research report on Wednesday, October 8th. Finally, Bank of America boosted their target price on shares of Insmed from $142.00 to $187.00 and gave the stock a “buy” rating in a research report on Monday, October 27th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Insmed presently has an average rating of “Moderate Buy” and a consensus target price of $205.64.

Insmed News Roundup

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.

Institutional Investors Weigh In On Insmed

Several large investors have recently modified their holdings of INSM. Royal Bank of Canada lifted its stake in Insmed by 33.2% during the first quarter. Royal Bank of Canada now owns 245,262 shares of the biopharmaceutical company’s stock valued at $18,710,000 after buying an additional 61,190 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Insmed by 4.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 109,489 shares of the biopharmaceutical company’s stock valued at $8,364,000 after purchasing an additional 4,176 shares during the period. Caxton Associates LLP bought a new stake in Insmed in the 1st quarter valued at $441,000. Woodline Partners LP raised its stake in shares of Insmed by 53.3% in the 1st quarter. Woodline Partners LP now owns 248,770 shares of the biopharmaceutical company’s stock valued at $18,979,000 after buying an additional 86,540 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Insmed by 10.8% in 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 in the last quarter.

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.