Swiss Life Asset Management Ltd Has $1.26 Million Stock Position in Insmed, Inc. $INSM

Swiss Life Asset Management Ltd boosted its holdings in Insmed, Inc. (NASDAQ:INSM) by 83.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 8,716 shares of the biopharmaceutical company’s stock after acquiring an additional 3,973 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Insmed were worth $1,255,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of INSM. EULAV Asset Management acquired a new stake in shares of Insmed in the 3rd quarter valued at approximately $12,961,000. Resolute Capital Asset Partners LLC acquired a new position in Insmed during the 2nd quarter worth approximately $2,748,000. Nisa Investment Advisors LLC increased its position in Insmed by 374.6% during the 3rd quarter. Nisa Investment Advisors LLC now owns 10,466 shares of the biopharmaceutical company’s stock worth $1,507,000 after purchasing an additional 8,261 shares in the last quarter. Atika Capital Management LLC bought a new position in Insmed in the 3rd quarter valued at approximately $13,681,000. Finally, Keybank National Association OH boosted its position in Insmed by 76.7% in the third quarter. Keybank National Association OH now owns 16,716 shares of the biopharmaceutical company’s stock valued at $2,407,000 after buying an additional 7,257 shares in the last quarter.

Analyst Ratings Changes

A number of analysts have weighed in on the stock. Barclays assumed coverage on shares of Insmed in a research note on Tuesday, January 27th. They set an “overweight” rating and a $231.00 target price on the stock. Truist Financial set a $205.00 price objective on Insmed in a report on Monday, January 12th. Mizuho lowered their target price on Insmed from $211.00 to $204.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. TD Cowen set a $241.00 target price on Insmed in a research report on Thursday, December 18th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Insmed in a report on Thursday, January 22nd. Three analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $204.00.

Insmed Stock Up 5.9%

Shares of NASDAQ:INSM opened at $143.98 on Tuesday. The firm has a market cap of $31.03 billion, a P/E ratio of -22.46 and a beta of 1.13. 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 12-month low of $60.40 and a 12-month high of $212.75. The business has a fifty day simple moving average of $151.48 and a 200 day simple moving average of $166.27.

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

Insider Buying and Selling

In other news, CEO William Lewis sold 10,699 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $143.52, for a total value of $1,535,520.48. Following the transaction, the chief executive officer owned 301,185 shares in the company, valued at approximately $43,226,071.20. The trade was a 3.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Sara Bonstein sold 748 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $156.34, for a total transaction of $116,942.32. Following the completion of the sale, the chief financial officer directly owned 79,758 shares in the company, valued at approximately $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 three months, insiders have sold 189,651 shares of company stock valued at $31,533,654. Insiders own 3.00% of the company’s stock.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Topline Phase 3b ENCORE results met primary and multiplicity‑controlled secondary endpoints and demonstrated improved respiratory symptoms and culture conversion; company plans an sNDA filing in H2 2026 and submission to PMDA, supporting a meaningful label expansion and addressable-market upside. PR Newswire: ENCORE topline results
• Positive Sentiment: Multiple media reports and analysts call the data a clear win that sets up a significant label expansion for ARIKAYCE and point to a larger market opportunity, driving intraday buying. FiercePharma: Label expansion story
• Positive Sentiment: Investor/analyst call transcript provides management commentary on the trial, regulatory timing and commercialization plans — useful for gauging next milestones and potential revenue impact. Seeking Alpha: Call transcript
• Neutral Sentiment: Wells Fargo lowered its price target from $208 to $175 but kept an overweight rating — trims upside but maintains a bullish view on longer-term prospects. Benzinga: Wells Fargo PT change
• Neutral Sentiment: Broad coverage (CNBC, MarketWatch, Investing, Stat, Proactive) amplified the news and helped drive trading volume and the intraday move; market reaction reflects near-term sentiment around the ENCORE readout. CNBC: Market reaction
• Negative Sentiment: Insider activity: the CEO sold about $1.54M of stock recently, which some investors may view as a negative signal despite the positive trial news. American Banking News: Insider selling

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.