Insmed (NASDAQ:INSM) CEO William Lewis Sells 10,699 Shares of Stock

Insmed, Inc. (NASDAQ:INSM) CEO William Lewis sold 10,699 shares of the firm’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $166.97, for a total value of $1,786,412.03. Following the sale, the chief executive officer directly owned 303,911 shares of the company’s stock, valued at $50,744,019.67. This trade represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

Insmed Trading Up 5.0%

Shares of NASDAQ INSM opened at $174.84 on Friday. The business has a 50 day simple moving average of $187.66 and a 200 day simple moving average of $143.02. Insmed, Inc. has a 52 week low of $60.40 and a 52 week high of $212.75. The stock has a market cap of $37.29 billion, a price-to-earnings ratio of -28.25 and a beta of 1.01. 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 (NASDAQ:INSM) last posted its earnings results on Thursday, October 30th. The biopharmaceutical company reported ($1.75) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.35) by ($0.40). Insmed had a negative net margin of 264.83% and a negative return on equity of 183.55%. The business had revenue of $142.34 million during the quarter, compared to analyst estimates of $114.33 million. During the same quarter last year, the firm earned ($1.27) earnings per share. Insmed’s revenue was up 52.4% compared to the same quarter last year. On average, research analysts predict that Insmed, Inc. will post -4.56 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on INSM shares. Truist Financial began coverage on Insmed in a report on Friday. They set a “buy” rating and a $202.00 target price on the stock. Rothschild Redb raised Insmed to a “strong-buy” rating in a report on Thursday, December 4th. TD Cowen reduced their target price on Insmed from $269.00 to $241.00 and set a “buy” rating for the company in a report on Thursday. Bank of America upped their target price on Insmed from $142.00 to $187.00 and gave the stock a “buy” rating in a research report on Monday, October 27th. Finally, Rothschild & Co Redburn assumed coverage on Insmed in a report on Thursday, December 4th. They set a “buy” rating and a $263.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $205.41.

Insmed News Summary

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Unusual bullish options activity: traders bought a large block of INSM calls (≈6,582 contracts, +78% vs. average), signaling speculative or hedge interest that can support a bounce after the sell‑off.
• Positive Sentiment: Pipeline add — Insmed announced it is adding a new monoclonal‑antibody asset while reshaping its pipeline, which investors may view as a constructive move to offset the terminated sinus program. INSM Stock Plummets on Sinus Study Failure, Adds New Pipeline Asset
• Neutral Sentiment: Analysts trimmed targets but mostly stayed constructive — TD Cowen cut its target to $241 and Guggenheim trimmed to $221 while maintaining buy ratings; these lower targets temper upside but keep institutional support. Benzinga analyst note
• Negative Sentiment: Clinical failure and program termination: a Phase IIb trial in chronic rhinosinusitis showed no benefit, leading Insmed to discontinue development of the drug — the principal trigger for the multi‑day share plunge and elevated volatility. High‑flying Insmed stumbles with rhinosinusitis trial failure for Brinsupri
• Negative Sentiment: Market reaction and commentary: coverage noted a near‑20% drop after hours and broad analyst/media focus on the failure; sell‑side and floor commentary (Mizuho/Barron’s) emphasized the stock’s sharp decline. Insmed Stock Plummets 19%
• Negative Sentiment: Analyst EPS downgrade: HC Wainwright cut FY2028 EPS estimates (now $3.15 from $3.42), signaling reduced near‑term earnings expectations tied to program changes and greater uncertainty.
• Negative Sentiment: Insider sale: CEO William Lewis sold 10,699 shares at an average ~$167 on Dec. 18 (SEC filing), reducing his stake ~3.4% — insider selling often raises investor concern when timed near volatile news. SEC Form 4 — William Lewis sale

Institutional Trading of Insmed

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its holdings in shares of Insmed by 13.0% during the third quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock worth $2,870,957,000 after buying an additional 2,291,328 shares during the last quarter. Norges Bank bought a new stake in Insmed in the 2nd quarter valued at $194,728,000. Adage Capital Partners GP L.L.C. grew its position in Insmed by 109.2% in the 1st quarter. Adage Capital Partners GP L.L.C. now owns 3,446,944 shares of the biopharmaceutical company’s stock worth $262,967,000 after purchasing an additional 1,799,382 shares during the last quarter. Artisan Partners Limited Partnership increased its holdings in shares of Insmed by 49.0% during the 3rd quarter. Artisan Partners Limited Partnership now owns 4,937,683 shares of the biopharmaceutical company’s stock worth $711,076,000 after purchasing an additional 1,623,342 shares during the period. Finally, Orbis Allan Gray Ltd bought a new position in shares of Insmed during the 2nd quarter worth about $153,389,000.

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.