Patient Square Capital LP Has $47.01 Million Position in Insmed, Inc. $INSM

Patient Square Capital LP reduced its holdings in shares of Insmed, Inc. (NASDAQ:INSM) by 9.0% in the third quarter, Holdings Channel reports. The institutional investor owned 326,400 shares of the biopharmaceutical company’s stock after selling 32,400 shares during the period. Insmed comprises about 12.6% of Patient Square Capital LP’s portfolio, making the stock its 2nd biggest holding. Patient Square Capital LP’s holdings in Insmed were worth $47,005,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of INSM. Vestmark Advisory Solutions Inc. purchased a new stake in Insmed in the 3rd quarter worth approximately $367,000. Intrust Bank NA increased its stake in Insmed by 4.3% in the 3rd quarter. Intrust Bank NA now owns 5,427 shares of the biopharmaceutical company’s stock worth $782,000 after acquiring an additional 222 shares during the last quarter. Rossby Financial LCC increased its position in Insmed by 132.3% in the third quarter. Rossby Financial LCC now owns 302 shares of the biopharmaceutical company’s stock worth $44,000 after purchasing an additional 172 shares during the last quarter. China Universal Asset Management Co. Ltd. increased its holdings in shares of Insmed by 1.3% in the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 37,051 shares of the biopharmaceutical company’s stock worth $5,336,000 after buying an additional 469 shares during the last quarter. Finally, Fiera Capital Corp lifted its holdings in shares of Insmed by 8.2% in the 3rd quarter. Fiera Capital Corp now owns 809,121 shares of the biopharmaceutical company’s stock valued at $116,522,000 after acquiring an additional 61,084 shares during the last quarter.

Insider Activity at Insmed

In other Insmed news, CEO William Lewis sold 13,396 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $147.79, for a total value of $1,979,794.84. Following the completion of the sale, the chief executive officer directly owned 301,185 shares of the company’s stock, valued at $44,512,131.15. The trade was a 4.26% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Sara Bonstein sold 748 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $156.34, for a total transaction of $116,942.32. Following the completion of the transaction, the chief financial officer owned 79,758 shares in the company, valued at $12,469,365.72. This represents a 0.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 168,253 shares of company stock worth $28,606,942. Corporate insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Jefferies Financial Group set a $269.00 price objective on Insmed in a research note on Wednesday, December 10th. Citigroup restated an “outperform” rating on shares of Insmed in a report on Thursday, December 18th. Wells Fargo & Company lowered their price target on Insmed from $234.00 to $208.00 and set an “overweight” rating for the company in a research report on Friday. Royal Bank Of Canada lifted their price objective on shares of Insmed from $197.00 to $200.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 21st. Finally, Wolfe Research set a $167.00 target price on shares of Insmed and gave the company an “outperform” rating in a research note on Thursday, December 18th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $207.86.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Management set BRINSUPRI 2026 revenue guidance of at least $1 billion and reiterated ARIKAYCE 2026 guidance of $450–$470 million; company highlighted progressing Phase 3/2b readouts and ended 2025 with about $1.4 billion in cash — this raises upside expectations for drug sales and reinforces near-term funding for the pipeline. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Brokerage activity and analyst views turned constructive (Roth/MKM initiation/coverage and bullish price-target revisions), which can amplify buying interest and support higher price targets. Insmed (INSM) Poised for 2026 Upside With Potential $1.3B Arikayce Sales Boost, Roth/MKM Initiates Buy
• Positive Sentiment: Market reaction to the BRINSUPRI guidance and 2026 sales outlook has been favorable — several outlets note a notable intraday jump as investors price in stronger drug revenue cadence. Insmed Lags on Q4 Earnings, Stock Gains on 2026 Brinsupri Sales View
• Neutral Sentiment: Options-market activity has picked up around INSM — increased options volume and positioning can magnify intraday moves but doesn’t change fundamentals. Traders should watch open interest and skew for near-term volatility signals. A Closer Look at Insmed’s Options Market Dynamics
• Neutral Sentiment: Earnings call slides and full Q4 transcript are available for investors who want granular detail on cost drivers, commercialization cadence, and trial timelines; reviewing management commentary can help validate the sustainability of the $1B BRINSUPRI guide. Insmed Incorporated 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Recent short-interest reporting appears anomalous (data show zero shares), so don’t read too much into the published short-interest statistic until filings/data providers correct it. (Watch confirmed regulatory filings for accurate short interest.)
• Negative Sentiment: Q4 EPS missed expectations (reported loss wider than consensus) and the company showed negative margins and rising expenses — this underscores execution and cost pressures that could temper profitability even as revenue grows rapidly. Insmed (INSM) Reports Q4 Loss, Lags Revenue Estimates
• Negative Sentiment: Despite strong top-line growth (year-over-year revenue up >150%), profitability remains negative and the company noted higher operating expenses tied to commercialization and pipeline advancement — investors should weigh growth vs. margin trajectory. Insmed earnings missed by $0.37, revenue topped estimates

Insmed Price Performance

INSM opened at $164.91 on Monday. The business has a fifty day moving average of $165.12 and a 200 day moving average of $163.89. The stock has a market cap of $35.55 billion, a P/E ratio of -25.73 and a beta of 1.11. The company has a quick ratio of 3.54, a current ratio of 3.83 and a debt-to-equity ratio of 0.76. Insmed, Inc. has a 52-week low of $60.40 and a 52-week high of $212.75.

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