Swedbank AB Makes New Investment in Insmed, Inc. $INSM

Swedbank AB purchased a new position in Insmed, Inc. (NASDAQ:INSM) during the 4th quarter, HoldingsChannel reports. The firm purchased 59,552 shares of the biopharmaceutical company’s stock, valued at approximately $10,364,000.

Several other institutional investors also recently added to or reduced their stakes in the business. CIBC Private Wealth Group LLC increased its position in Insmed by 42.1% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock worth $26,000 after buying an additional 53 shares during the period. Kingsview Wealth Management LLC increased its position in shares of Insmed by 2.7% during the third quarter. Kingsview Wealth Management LLC now owns 2,321 shares of the biopharmaceutical company’s stock valued at $334,000 after purchasing an additional 60 shares during the period. Choreo LLC increased its position in shares of Insmed by 2.9% during the third quarter. Choreo LLC now owns 2,319 shares of the biopharmaceutical company’s stock valued at $334,000 after purchasing an additional 65 shares during the period. ORG Partners LLC increased its position in shares of Insmed by 12.7% during the fourth quarter. ORG Partners LLC now owns 657 shares of the biopharmaceutical company’s stock valued at $114,000 after purchasing an additional 74 shares during the period. Finally, Spire Wealth Management increased its position in shares of Insmed by 11.5% during the third quarter. Spire Wealth Management now owns 777 shares of the biopharmaceutical company’s stock valued at $112,000 after purchasing an additional 80 shares during the period.

Insmed News Summary

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

Insmed Price Performance

Shares of INSM stock opened at $101.17 on Friday. The stock’s fifty day simple moving average is $145.87 and its 200 day simple moving average is $165.46. 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 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 one year low of $64.85 and a one year high of $212.75.

Insmed (NASDAQ:INSM) last announced its quarterly earnings results on Thursday, May 7th. The biopharmaceutical company reported ($0.76) EPS for the quarter, beating the consensus estimate of ($0.90) by $0.14. The business had revenue of $305.96 million for the quarter, compared to analyst estimates of $300.81 million. Insmed had a negative return on equity of 121.03% and a negative net margin of 144.44%.Insmed’s quarterly revenue was up 229.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($1.42) EPS. On average, analysts expect that Insmed, Inc. will post -2.41 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on INSM. Jefferies Financial Group began coverage on Insmed in a research report on Monday, March 16th. They set a “buy” rating and a $228.00 price objective on the stock. Bank of America boosted their price objective on Insmed from $211.00 to $213.00 and gave the company a “buy” rating in a research report on Tuesday, March 24th. Weiss Ratings restated a “sell (d-)” rating on shares of Insmed in a research report on Tuesday, April 21st. Raymond James Financial began coverage on Insmed in a research report on Friday, April 10th. They set an “outperform” rating and a $200.00 price objective on the stock. Finally, Stifel Nicolaus boosted their price objective on Insmed from $205.00 to $208.00 and gave the company a “buy” rating in a research report on Tuesday, March 24th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $211.86.

Insider Activity at Insmed

In related news, insider Michael Alexander Smith sold 19,638 shares of the business’s stock in a transaction on Monday, March 30th. The stock was sold at an average price of $150.98, for a total value of $2,964,945.24. Following the sale, the insider owned 51,871 shares of the company’s stock, valued at $7,831,483.58. The trade was a 27.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Roger Adsett sold 88,060 shares of the business’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $164.63, for a total value of $14,497,317.80. Following the completion of the sale, the chief operating officer directly owned 106,810 shares in the company, valued at approximately $17,584,130.30. This represents a 45.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 174,589 shares of company stock valued at $27,441,807 in the last 90 days. 2.10% of the stock is owned by corporate insiders.

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.