Insmed (NASDAQ:INSM) CEO William Lewis Sells 4,096 Shares

Insmed, Inc. (NASDAQ:INSM) CEO William Lewis sold 4,096 shares of Insmed stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $173.33, for a total value of $709,959.68. Following the completion of the sale, the chief executive officer directly owned 320,987 shares of the company’s stock, valued at approximately $55,636,676.71. This represents a 1.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

William Lewis also recently made the following trade(s):

• On Thursday, January 8th, William Lewis sold 3,223 shares of Insmed stock. The stock was sold at an average price of $174.17, for a total value of $561,349.91.
• On Wednesday, January 7th, William Lewis sold 2,357 shares of Insmed stock. The stock was sold at an average price of $175.07, for a total transaction of $412,639.99.
• On Thursday, December 18th, William Lewis sold 10,699 shares of Insmed stock. The stock was sold at an average price of $166.97, for a total transaction of $1,786,412.03.

Insmed Stock Down 3.3%

NASDAQ:INSM opened at $170.27 on Friday. Insmed, Inc. has a 52 week low of $60.40 and a 52 week high of $212.75. The company has a current ratio of 4.63, a quick ratio of 4.34 and a debt-to-equity ratio of 0.59. The firm has a market capitalization of $36.31 billion, a PE ratio of -27.51 and a beta of 1.08. The stock has a 50 day moving average of $190.31 and a 200-day moving average of $151.37.

Insmed (NASDAQ:INSM) last announced its quarterly 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 return on equity of 183.55% and a negative net margin of 264.83%.The business had revenue of $142.34 million for the quarter, compared to analyst estimates of $114.33 million. During the same quarter last year, the firm posted ($1.27) EPS. The company’s revenue was up 52.4% compared to the same quarter last year. Analysts predict that Insmed, Inc. will post -4.56 EPS for the current year.

Wall Street Analysts Forecast Growth

INSM has been the subject of a number of research reports. Truist Financial initiated coverage on Insmed in a research report on Friday, December 19th. They set a “buy” rating and a $202.00 price objective for the company. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Insmed in a research report on Wednesday, October 8th. Rothschild & Co Redburn started coverage on Insmed in a research note on Thursday, December 4th. They set a “buy” rating and a $263.00 target price for the company. Royal Bank Of Canada reduced their target price on shares of Insmed from $215.00 to $195.00 and set an “outperform” rating for the company in a research note on Thursday, December 18th. Finally, Jefferies Financial Group set a $269.00 price objective on shares of Insmed in a research note on Wednesday, December 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $205.64.

Institutional Trading of Insmed

A number of institutional investors have recently modified their holdings of INSM. CIBC Private Wealth Group LLC raised its holdings in Insmed by 42.1% during the third quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock worth $26,000 after acquiring an additional 53 shares in the last quarter. Stone House Investment Management LLC acquired a new position in shares of Insmed in the third quarter valued at approximately $29,000. SBI Securities Co. Ltd. lifted its holdings in shares of Insmed by 404.9% during the third quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock worth $30,000 after buying an additional 166 shares in the last quarter. MassMutual Private Wealth & Trust FSB boosted its holdings in 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 purchasing an additional 81 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. grew its position in Insmed by 169.7% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 240 shares of the biopharmaceutical company’s stock worth $38,000 after buying an additional 151 shares in the last quarter.

Key Stories Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Company update: Insmed reported strong unaudited revenues tied to its commercial launches—BRINSUPRI posted roughly $144.6M in total revenue in its first full quarter and ~$172.7M for full-year 2025; ARIKAYCE generated ~ $433.8M for 2025, exceeding the top end of prior guidance. Management provided 2026 ARIKAYCE guidance of $450M–$470M, signaling continued commercial momentum. Insmed Provides Business Update at 44th Annual J.P. Morgan Healthcare Conference
• Neutral Sentiment: Pipeline timing: Management updated clinical timelines — ENCORE (ARIKAYCE Phase 3) topline now expected March/April 2026 and CEDAR (brensocatib Phase 2b in HS) topline anticipated in Q2 2026. These upcoming readouts are material catalysts but the shifted timing may compress near-term volatility. Insmed Provides Business Update at 44th Annual J.P. Morgan Healthcare Conference
• Neutral Sentiment: New Phase‑3 starts: Insmed initiated the PALM‑ILD Phase 3 for TPIP in PH‑ILD in Q4 2025 and plans further Phase 3 studies in PAH, PPF and IPF in 2026 — a positive R&D cadence but one that increases near-term spend and execution risk. Insmed Provides Business Update at 44th Annual J.P. Morgan Healthcare Conference
• Neutral Sentiment: Media attention: Jim Cramer flagged Insmed as “worth keeping an eye on,” which can boost retail interest and liquidity but is not a fundamental endorsement. Jim Cramer on Insmed
• Negative Sentiment: Insider selling: Multiple executives (CEO, CFO, COO and others) have recently sold shares across Jan. 6–8, and a report flagged approximately $15.29M in insider sales—activity that can signal near-term profit-taking or create negative perception among investors. Insider Selling: Insmed Insider Sells $15,293,208.00 in Stock
• Negative Sentiment: Investor litigation alert: Pomerantz LLP launched an investor investigation related to Insmed, which introduces potential legal and reputational risk and could weigh on sentiment until clarified. Pomerantz Investigates Claims On Behalf of Investors of Insmed

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.