SG Americas Securities LLC Acquires 13,305 Shares of Insmed, Inc. $INSM

SG Americas Securities LLC grew its holdings in Insmed, Inc. (NASDAQ:INSM) by 324.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,406 shares of the biopharmaceutical company’s stock after buying an additional 13,305 shares during the period. SG Americas Securities LLC’s holdings in Insmed were worth $2,507,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the business. Strs Ohio purchased a new position in Insmed in the first quarter worth about $1,961,000. Financiere des Professionnels Fonds d investissement inc. bought a new stake in shares of Insmed in the 2nd quarter valued at approximately $452,000. Longboard Asset Management LP bought a new position in shares of Insmed during the 2nd quarter valued at approximately $205,000. Wealth Enhancement Advisory Services LLC raised its holdings in Insmed by 17.9% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 4,446 shares of the biopharmaceutical company’s stock valued at $435,000 after buying an additional 674 shares during the period. Finally, Fulton Bank N.A. raised its holdings in Insmed by 21.0% during the 2nd quarter. Fulton Bank N.A. now owns 5,416 shares of the biopharmaceutical company’s stock valued at $545,000 after buying an additional 940 shares during the period.

Insmed Stock Performance

Shares of NASDAQ:INSM opened at $163.72 on Wednesday. The firm’s 50 day simple moving average is $189.29 and its 200-day simple moving average is $153.43. The company has a debt-to-equity ratio of 0.59, a quick ratio of 4.34 and a current ratio of 4.63. Insmed, Inc. has a one year low of $60.40 and a one year high of $212.75. The firm has a market cap of $34.92 billion, a PE ratio of -26.45 and a beta of 1.08.

Insmed (NASDAQ:INSM) last announced its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $114.33 million. Insmed had a negative return on equity of 183.55% and a negative net margin of 264.83%.The firm’s revenue for the quarter was up 52.4% compared to the same quarter last year. During the same period last year, the company earned ($1.27) EPS. As a group, equities analysts predict that Insmed, Inc. will post -4.56 EPS for the current year.

Trending Headlines about Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Company reported stronger-than-expected preliminary 2025 sales and set 2026 targets, driven by Brinsupri uptake — a key commercial beat that supports revenue growth expectations. INSM Stock Jumps on 2025 Preliminary Sales, 2026 Goals Announced
• Positive Sentiment: Press coverage and analyst discussion emphasize commercial success of Brinsupri and management’s preparations for next pipeline launches — supports longer-term revenue runway. Insmed basks in the success of its lung disease drug — and prepares for what’s next
• Positive Sentiment: Management presented at the J.P. Morgan Healthcare Conference (transcript/slideshow) and did media interviews, reiterating commercial traction, upcoming milestones and pipeline strategy — useful for investors modeling 2026 catalyst timeline. J.P. Morgan presentation transcript
• Neutral Sentiment: Data feed showed an anomalous update reporting “0” short interest on Jan. 12 (likely a reporting error) — treat with caution; rely on official exchanges for accurate short metrics.
• Negative Sentiment: Short interest rose materially in December to ~11.0M shares (≈5.3% of float) with a short-interest ratio ~2.3 days — increased shorting can add selling pressure and volatility.
• Negative Sentiment: Pomerantz LLP announced an investigation into Insmed investor claims — such actions can prompt legal risk concerns and investor uncertainty. Pomerantz investor alert
• Negative Sentiment: CEO Will Lewis sold 19,215 shares (~$3.25M) on Jan. 12, reducing his stake by ~5.9% — insider selling can be interpreted negatively by some investors. SEC Form 4 filing

Insider Buying and Selling at Insmed

In related news, insider Orlov S. Nicole Schaeffer sold 87,290 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $175.20, for a total value of $15,293,208.00. Following the completion of the sale, the insider directly owned 41,754 shares of the company’s stock, valued at $7,315,300.80. This represents a 67.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Elizabeth M. Anderson sold 10,000 shares of the stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $195.87, for a total transaction of $1,958,700.00. Following the transaction, the director owned 63,729 shares in the company, valued at approximately $12,482,599.23. The trade was a 13.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 286,100 shares of company stock worth $52,595,894. Insiders own 3.00% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. The Goldman Sachs Group boosted their price objective on shares of Insmed from $225.00 to $258.00 and gave the company a “buy” rating in a research report on Monday, December 15th. HC Wainwright cut their price target on shares of Insmed from $240.00 to $230.00 and set a “buy” rating on the stock in a report on Thursday, December 18th. Royal Bank Of Canada decreased their price objective on shares of Insmed from $215.00 to $195.00 and set an “outperform” rating for the company in a research note on Thursday, December 18th. Morgan Stanley set a $157.00 target price on Insmed in a research note on Thursday, January 8th. Finally, Guggenheim reduced their price target on Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a report on Thursday, December 18th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $205.77.

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.