Skandinaviska Enskilda Banken AB publ Grows Position in Insmed, Inc. $INSM

Skandinaviska Enskilda Banken AB publ increased its stake in shares of Insmed, Inc. (NASDAQ:INSM) by 97.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 54,784 shares of the biopharmaceutical company’s stock after acquiring an additional 26,995 shares during the quarter. Skandinaviska Enskilda Banken AB publ’s holdings in Insmed were worth $7,889,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Yousif Capital Management LLC purchased a new stake in Insmed in the 2nd quarter worth $201,000. Stratos Wealth Partners LTD. bought a new stake in shares of Insmed in the second quarter worth about $223,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of Insmed in the second quarter worth about $1,828,000. FNY Investment Advisers LLC purchased a new stake in shares of Insmed in the second quarter worth about $33,000. Finally, Caitong International Asset Management Co. Ltd lifted its position in shares of Insmed by 97,516.7% in the second quarter. Caitong International Asset Management Co. Ltd now owns 5,857 shares of the biopharmaceutical company’s stock worth $589,000 after buying an additional 5,851 shares in the last quarter.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. UBS Group cut their price target on Insmed from $223.00 to $215.00 and set a “buy” rating for the company in a report on Tuesday, January 6th. TD Cowen set a $241.00 target price on Insmed in a research report on Thursday, December 18th. Cantor Fitzgerald raised their target price on shares of Insmed from $216.00 to $230.00 and gave the company an “overweight” rating in a report on Tuesday, December 16th. Stifel Nicolaus set a $205.00 price target on shares of Insmed in a research note on Thursday. Finally, The Goldman Sachs Group lifted their price objective 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. Three 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 given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $207.05.

Insider Activity

In related news, insider Michael Alexander Smith sold 640 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $156.27, for a total transaction of $100,012.80. Following the completion of the sale, the insider directly owned 56,397 shares of the company’s stock, valued at approximately $8,813,159.19. This trade represents a 1.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Roger Adsett sold 791 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $156.17, for a total value of $123,530.47. Following the completion of the transaction, the chief operating officer directly owned 106,810 shares in the company, valued at $16,680,517.70. This trade represents a 0.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 173,253 shares of company stock worth $29,629,842 in the last ninety days. 3.00% of the stock is currently owned by company insiders.

Key Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Company projects BRINSUPRI 2026 sales of at least $1 billion and reiterated 2026 ARIKAYCE guidance, signaling strong commercial growth expectations. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Management publicly explained the “audacious” $1B BRINSUPRI target and growth rationale, which supports investor confidence in commercial execution. Insmed CEO explains ‘audacious’ $1B projection for 2026 sales of Brinsupri
• Positive Sentiment: Revenue momentum and balance sheet: full‑year 2025 total revenue of $606.4M, Q4 revenue up ~152.6% y/y, and roughly $1.4B in cash and marketable securities provide runway for launches and trials. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Pipeline and regulatory updates remain on track — Phase 3 ENCORE and Phase 2b CEDAR readouts scheduled and FDA granted orphan designation to a PAH candidate, supporting long‑term optionality. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Read the full Q4 earnings call transcript and company slide deck for management commentary and execution detail. Insmed Incorporated (INSM) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss: Q4 GAAP loss per share was $(1.54) vs. consensus ~(−$1.07), and the company reported negative net margin and ROE metrics — short‑term profitability remains a concern for some investors. Insmed earnings missed by $0.37, revenue topped estimates
• Negative Sentiment: Some feeds showed inconsistent or malformed FY2026 guidance headlines (reporting errors in some summaries), which can create short‑term confusion; rely on the company press release and slides for authoritative guidance. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update

Insmed Stock Up 6.5%

NASDAQ INSM opened at $161.00 on Friday. The company has a quick ratio of 4.34, a current ratio of 4.63 and a debt-to-equity ratio of 0.59. The company has a fifty day moving average of $165.77 and a two-hundred day moving average of $162.79. The firm has a market capitalization of $34.34 billion, a price-to-earnings ratio of -26.01 and a beta of 1.11. Insmed, Inc. has a 52 week low of $60.40 and a 52 week high of $212.75.

Insmed (NASDAQ:INSM) last announced 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). Insmed had a negative net margin of 264.83% and a negative return on equity of 183.55%. The firm had revenue of $263.84 million during the quarter, compared to analysts’ expectations of $263.97 million. During the same period in the prior year, the company posted ($1.32) EPS. The company’s revenue was up 152.6% compared to the same quarter last year. On average, analysts predict that Insmed, Inc. will post -4.56 earnings per share for the current year.

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.