Insmed, Inc. $INSM Shares Sold by PNC Financial Services Group Inc.

PNC Financial Services Group Inc. lessened its stake in Insmed, Inc. (NASDAQ:INSM) by 41.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 6,811 shares of the biopharmaceutical company’s stock after selling 4,765 shares during the period. PNC Financial Services Group Inc.’s holdings in Insmed were worth $981,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Spire Wealth Management boosted its position in shares of Insmed by 11.5% during the third quarter. Spire Wealth Management now owns 777 shares of the biopharmaceutical company’s stock worth $112,000 after buying an additional 80 shares during the period. MassMutual Private Wealth & Trust FSB raised its holdings in shares of Insmed by 59.6% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 217 shares of the biopharmaceutical company’s stock valued at $31,000 after buying an additional 81 shares during the period. Moody Aldrich Partners LLC lifted its stake in Insmed by 2.4% during the 3rd quarter. Moody Aldrich Partners LLC now owns 5,551 shares of the biopharmaceutical company’s stock worth $799,000 after acquiring an additional 132 shares in the last quarter. AlphaQuest LLC boosted its holdings in Insmed by 109.5% during the 3rd quarter. AlphaQuest LLC now owns 287 shares of the biopharmaceutical company’s stock valued at $41,000 after acquiring an additional 150 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. boosted its holdings in Insmed by 169.7% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 240 shares of the biopharmaceutical company’s stock valued at $38,000 after acquiring an additional 151 shares during the period.

Insmed News Summary

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: UK MHRA granted marketing authorization for brensocatib (Brinsupri) in patients ≥12 with non‑CF bronchiectasis — expands EU/UK commercial opportunity and supports revenue upside. Insmed’s Brinsupri wins MHRA approval
• Positive Sentiment: Company reported Brinsupri sales that beat expectations and set a 2026 sales target, a near‑term commercial beat that can support multiple expansion and revenue revisions. Insmed (INSM) Is Up 6.9% After BRINSUPRI Sales Beat Expectations And 2026 Target Set
• Positive Sentiment: HC Wainwright reiterated a “Buy” rating and a $230 price target — a bullish analyst stance that signals continued Wall Street conviction and a material upside vs. current levels. MarketBeat INSM coverage
• Neutral Sentiment: Mizuho trimmed its price target from $211 to $204 but maintained an “Outperform” rating — a small haircut to valuation assumptions but still an above‑market stance. Benzinga
• Neutral Sentiment: Investor letter coverage (Artisan Partners) highlighted that Insmed benefited from its lead product ARIKAYCE — supportive investor interest but not an immediate price driver. Insmed Gained from ARIKAYCE (Yahoo)
• Negative Sentiment: CEO William Lewis sold ~10,699 shares (multiple recent sales disclosed), a sizeable recurring insider sale that can sap sentiment even though management still holds a large stake. Insider trades alert
• Negative Sentiment: HC Wainwright cut its FY2028 and FY2029 EPS forecasts (and lowered some long‑range estimates), which could temper forward‑looking valuation models despite the buy rating. HC Wainwright estimates (MarketBeat)
• Negative Sentiment: Recent quarterly results showed an EPS miss and wide negative margins; while revenue grew strongly year‑over‑year, profitability and near‑term losses remain a concern for some investors. Earnings recap (MarketBeat)

Wall Street Analyst Weigh In

A number of analysts have issued reports on INSM shares. The Goldman Sachs Group boosted 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. Truist Financial set a $205.00 target price on shares of Insmed in a research note on Monday, January 12th. Wolfe Research set a $167.00 price target on shares of Insmed and gave the company an “outperform” rating in a research report on Thursday, December 18th. UBS Group dropped their price target on shares of Insmed from $223.00 to $215.00 and set a “buy” rating for the company in a research note on Tuesday, January 6th. Finally, Morgan Stanley set a $166.00 price objective on Insmed in a research note on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $207.52.

Insider Activity at Insmed

In other news, insider Michael Alexander Smith sold 640 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $156.27, for a total value of $100,012.80. Following the completion of the transaction, the insider owned 56,397 shares in the company, valued at approximately $8,813,159.19. This represents a 1.12% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, COO Roger Adsett sold 791 shares of Insmed stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $156.17, for a total transaction of $123,530.47. Following the sale, the chief operating officer owned 106,810 shares in the company, valued at $16,680,517.70. This represents a 0.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 178,952 shares of company stock worth $30,222,170 over the last 90 days. 3.00% of the stock is owned by corporate insiders.

Insmed Trading Down 0.3%

NASDAQ:INSM opened at $158.62 on Wednesday. Insmed, Inc. has a 1 year low of $60.40 and a 1 year high of $212.75. The stock has a market cap of $34.19 billion, a P/E ratio of -24.75 and a beta of 1.11. The company has a debt-to-equity ratio of 0.76, a quick ratio of 3.54 and a current ratio of 3.83. The stock has a 50-day simple moving average of $163.52 and a 200-day simple moving average of $164.58.

Insmed (NASDAQ:INSM) last posted 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 analysts’ expectations of $263.97 million. Insmed had a negative return on equity of 168.36% and a negative net margin of 210.54%.Insmed’s revenue for the quarter was up 152.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($1.32) EPS. As a group, analysts anticipate that Insmed, Inc. will post -4.56 earnings per share for the current fiscal 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.