Parcion Private Wealth LLC Makes New $547,000 Investment in Insmed, Inc. $INSM

Parcion Private Wealth LLC bought a new stake in Insmed, Inc. (NASDAQ:INSM) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,788 shares of the biopharmaceutical company’s stock, valued at approximately $547,000.

Other large investors have also bought and sold shares of the company. Sei Investments Co. raised its position in shares of Insmed by 56.8% in the 1st quarter. Sei Investments Co. now owns 1,395,794 shares of the biopharmaceutical company’s stock worth $228,239,000 after acquiring an additional 505,624 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of Insmed in the 2nd quarter valued at about $139,966,000. Assenagon Asset Management S.A. increased its position in Insmed by 480.4% in the 3rd quarter. Assenagon Asset Management S.A. now owns 1,266,788 shares of the biopharmaceutical company’s stock valued at $144,591,000 after buying an additional 1,048,518 shares in the last quarter. NWI Management LP raised its stake in Insmed by 2.6% during the 1st quarter. NWI Management LP now owns 1,014,000 shares of the biopharmaceutical company’s stock worth $165,809,000 after buying an additional 25,540 shares during the period. Finally, Principal Financial Group Inc. increased its holdings in shares of Insmed by 18.8% during the first quarter. Principal Financial Group Inc. now owns 916,464 shares of the biopharmaceutical company’s stock valued at $149,860,000 after acquiring an additional 145,106 shares in the last quarter.

Analyst Upgrades and Downgrades

INSM has been the topic of a number of analyst reports. Cantor Fitzgerald restated an “overweight” rating and issued a $235.00 target price on shares of Insmed in a report on Tuesday, July 28th. HC Wainwright reiterated a “buy” rating on shares of Insmed in a report on Tuesday, October 27th. Wolfe Research cut shares of Insmed from an “outperform” rating to a “peer perform” rating in a report on Monday, October 12th. Bank of America reaffirmed a “buy” rating and issued a $207.00 price objective on shares of Insmed in a research report on Monday, October 12th. Finally, Raymond James Financial set a $173.00 price objective on shares of Insmed in a research note on Tuesday, October 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $196.70.

Insmed Price Performance

Insmed stock opened at $112.58 on Monday. Insmed, Inc. has a one year low of $90.39 and a one year high of $212.75. The business has a fifty day moving average price of $112.66 and a 200-day moving average price of $125.69. The company has a debt-to-equity ratio of 0.77, a current ratio of 2.86 and a quick ratio of 2.59. The firm has a market capitalization of $24.70 billion, a P/E ratio of -39.92 and a beta of 0.83.

Insmed (NASDAQ:INSM) last released its quarterly earnings data on Thursday, October 29th. The biopharmaceutical company reported ($0.46) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.38) by ($0.08). Insmed had a negative net margin of 39.85% and a negative return on equity of 96.38%. The company had revenue of $524.43 million for the quarter, compared to the consensus estimate of $500.36 million. The business’s revenue for the quarter was up 268.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($1.75) earnings per share. As a group, equities research analysts forecast that Insmed, Inc. will post -1.62 EPS for the current year.

More Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Third-quarter revenue rose 268.4% year over year to $524.4 million, exceeding analyst expectations of approximately $500.4 million. The result was driven by BRINSUPRI revenue of $400.1 million, up 29% sequentially, while ARIKAYCE revenue reached $124.4 million. Insmed third-quarter financial results
• Positive Sentiment: Insmed raised its 2026 revenue outlook to $1.35 billion-$1.40 billion for BRINSUPRI and $460 million-$470 million for ARIKAYCE, signaling stronger-than-expected demand and execution. The company also launched BRINSUPRI in Japan. Insmed raises 2026 revenue outlook
• Positive Sentiment: Management said the U.S. BRINSUPRI launch continues to exceed expectations. Unusually heavy options activity, including call-option purchases more than twice the typical daily volume, may also be reinforcing bullish investor sentiment. Insmed Brinsupri sales report
• Negative Sentiment: Insmed reported a third-quarter loss of $0.46 per share, worse than the roughly $0.38 consensus estimate. The company remains unprofitable, so continued valuation support depends heavily on sustained BRINSUPRI growth and successful commercialization. Insmed third-quarter earnings report

Insider Buying and Selling at Insmed

In related news, COO Roger Adsett sold 239,850 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $133.27, for a total value of $31,964,809.50. Following the sale, the chief operating officer owned 98,744 shares in the company, valued at approximately $13,159,612.88. This trade represents a 70.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director David R. Brennan sold 25,000 shares of the stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $124.00, for a total value of $3,100,000.00. Following the completion of the sale, the director owned 39,238 shares in the company, valued at $4,865,512. This trade represents a 38.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 2.10% of the stock is owned by company insiders.

Insmed Company Profile

Insmed Incorporated is a global biopharmaceutical company focused on developing and commercializing therapies for serious and rare diseases. The company concentrates on conditions with significant unmet medical needs, particularly in pulmonary and infectious diseases.

Insmed’s lead commercial product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled antibacterial therapy used in the United States for adults with refractory Mycobacterium avium complex lung disease as part of a combination antibacterial regimen.