M&T Bank Corp Purchases 5,056 Shares of Insmed, Inc. $INSM

M&T Bank Corp boosted its position in shares of Insmed, Inc. (NASDAQ:INSM) by 123.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 9,150 shares of the biopharmaceutical company’s stock after buying an additional 5,056 shares during the quarter. M&T Bank Corp’s holdings in Insmed were worth $1,593,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. CIBC Private Wealth Group LLC raised its holdings in Insmed by 42.1% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock valued at $26,000 after buying an additional 53 shares during the last quarter. CoreCap Advisors LLC bought a new stake in Insmed during the 4th quarter valued at $27,000. Stone House Investment Management LLC bought a new stake in Insmed during the 3rd quarter valued at $29,000. SBI Securities Co. Ltd. raised its holdings in Insmed by 404.9% during the 3rd quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock valued at $30,000 after buying an additional 166 shares during the last quarter. Finally, GraniteShares Advisors LLC bought a new stake in Insmed during the 4th quarter valued at $30,000.

Insmed Stock Down 3.6%

Shares of Insmed stock opened at $101.17 on Friday. The company has a debt-to-equity ratio of 0.76, a current ratio of 3.83 and a quick ratio of 3.54. The company has a 50-day moving average of $145.87 and a 200 day moving average of $165.46. The firm has a market cap of $21.84 billion, a price-to-earnings ratio of -17.60 and a beta of 0.89. Insmed, Inc. has a 1 year low of $64.85 and a 1 year high of $212.75.

Insmed (NASDAQ:INSM) last issued its quarterly earnings results on Thursday, May 7th. The biopharmaceutical company reported ($0.76) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.90) by $0.14. The company had revenue of $305.96 million during the quarter, compared to analyst estimates of $300.81 million. Insmed had a negative net margin of 144.44% and a negative return on equity of 121.03%. Insmed’s quarterly revenue was up 229.7% compared to the same quarter last year. During the same period last year, the business earned ($1.42) EPS. As a group, sell-side analysts anticipate that Insmed, Inc. will post -2.41 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. Wells Fargo & Company lowered their price target on shares of Insmed from $177.00 to $160.00 and set an “overweight” rating for the company in a report on Friday. Raymond James Financial began coverage on shares of Insmed in a report on Friday, April 10th. They issued an “outperform” rating and a $200.00 price objective for the company. Morgan Stanley upgraded shares of Insmed from an “equal weight” rating to an “overweight” rating and upped their price objective for the stock from $166.00 to $212.00 in a report on Monday, March 30th. Truist Financial set a $205.00 price objective on shares of Insmed in a report on Monday, January 12th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Insmed in a report on Tuesday, April 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $211.86.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Insmed reported Q1 EPS of -$0.76, beating estimates, and revenue rose 229.7% year over year to $306 million. The company also reiterated major 2026 commercial goals, including at least $1 billion in BRINSUPRI revenue and $450 million to $470 million in ARIKAYCE revenue. Article: Insmed Reports First-Quarter 2026 Financial Results and Provides Business Update
• Positive Sentiment: Analysts at Royal Bank of Canada and Wells Fargo cut their price targets but kept bullish ratings, signaling they still see meaningful upside from current levels. RBC lowered its target to $205 from $220 and Wells Fargo cut to $160 from $177. Article: Benzinga report on RBC price target cut Article: The Fly report on Wells Fargo price target cut
• Neutral Sentiment: Insmed also highlighted progress on its pipeline and commercialization efforts, including positive ENCORE study results for ARIKAYCE and the start of the PALM-PAH study for TPIP. These updates support the long-term story, but they are less likely to move the stock immediately. Article: Insmed Q1 2026 Financial Results and Business Update
• Negative Sentiment: The stock is under pressure because Q1 sales came in below expectations and the company’s implied 2026 revenue guidance was below consensus, raising concerns that launch momentum may not be matching investor hopes. Article: Insmed’s Q1 Earnings Beat, Sales Miss Estimates, Stock Tanks 23%
• Negative Sentiment: Higher first-quarter expenses also weighed on sentiment, with market commentary pointing to increased costs as another reason investors sold the shares after earnings. Article: Insmed Shares Tumble Amid Higher 1Q Expenses

Insider Activity at Insmed

In other news, CEO William Lewis sold 10,699 shares of the firm’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $143.97, for a total transaction of $1,540,335.03. Following the sale, the chief executive officer owned 301,185 shares of the company’s stock, valued at $43,361,604.45. This trade represents a 3.43% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael Alexander Smith sold 19,638 shares of the firm’s stock in a transaction dated Monday, March 30th. The shares were sold at an average price of $150.98, for a total transaction of $2,964,945.24. Following the sale, the insider directly owned 51,871 shares in the company, valued at approximately $7,831,483.58. The trade was a 27.46% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 174,589 shares of company stock valued at $27,441,807. 2.10% of the stock is owned by insiders.

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.