Insmed (NASDAQ:INSM) CEO Sells $3,247,335.00 in Stock

January 14, 2026 by InsiderTrades.com

Key Points

Insmed CEO William Lewis sold 19,215 shares on Jan. 12 at an average of $169 for roughly $3.25M, cutting his direct stake by about 5.9% to 306,891 shares valued near $51.9M.
The company is showing commercial momentum—preliminary 2025 sales and management commentary point to strong Brinsupri uptake and 2026 targets, and analysts rate the stock a consensus "Moderate Buy" with an average price target of $205.77.
Material risks remain: Insmed reported negative EPS (‑$1.75 last quarter; analysts expect ‑4.56 for the year), short interest rose to ~11M shares (~5.3% of float), and a Pomerantz investigation adds potential legal uncertainty.

Insmed, Inc. (NASDAQ:INSM - Get Free Report) CEO William Lewis sold 19,215 shares of the company's stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $169.00, for a total value of $3,247,335.00. Following the transaction, the chief executive officer directly owned 306,891 shares of the company's stock, valued at $51,864,579. This represents a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

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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 shares were sold at an average price of $175.07, for a total transaction of $412,639.99.
On Tuesday, January 6th, William Lewis sold 4,096 shares of Insmed stock. The shares were sold at an average price of $173.33, for a total transaction of $709,959.68.
On Thursday, December 18th, William Lewis sold 10,699 shares of Insmed stock. The shares were sold at an average price of $166.97, for a total transaction of $1,786,412.03.

Insmed Trading Down 2.4%

Insmed stock opened at $163.72 on Wednesday. The company has a market cap of $34.92 billion, a price-to-earnings ratio of -26.45 and a beta of 1.08. The firm has a 50-day moving average of $189.29 and a 200-day moving average of $153.43. The company has a debt-to-equity ratio of 0.59, a current ratio of 4.63 and a quick ratio of 4.34. Insmed, Inc. has a one year low of $60.40 and a one year high of $212.75.

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Insmed (NASDAQ:INSM - Get Free Report) last issued its quarterly earnings results on Thursday, October 30th. The biopharmaceutical company reported ($1.75) EPS for the quarter, missing the consensus estimate of ($1.35) by ($0.40). The company had revenue of $142.34 million for the quarter, compared to analyst estimates of $114.33 million. Insmed had a negative net margin of 264.83% and a negative return on equity of 183.55%. The business's revenue for the quarter was up 52.4% on a year-over-year basis. During the same period last year, the company posted ($1.27) earnings per share. On average, equities analysts expect that Insmed, Inc. will post -4.56 earnings per share for the current fiscal year.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

Positive Sentiment: Company reported stronger-than-expected preliminary 2025 sales and set 2026 targets, driven by Brinsupri uptake — a key commercial beat that supports revenue growth expectations. INSM Stock Jumps on 2025 Preliminary Sales, 2026 Goals Announced
Positive Sentiment: Press coverage and analyst discussion emphasize commercial success of Brinsupri and management’s preparations for next pipeline launches — supports longer-term revenue runway. Insmed basks in the success of its lung disease drug — and prepares for what’s next
Positive Sentiment: Management presented at the J.P. Morgan Healthcare Conference (transcript/slideshow) and did media interviews, reiterating commercial traction, upcoming milestones and pipeline strategy — useful for investors modeling 2026 catalyst timeline. J.P. Morgan presentation transcript
Neutral Sentiment: Data feed showed an anomalous update reporting “0” short interest on Jan. 12 (likely a reporting error) — treat with caution; rely on official exchanges for accurate short metrics.
Negative Sentiment: Short interest rose materially in December to ~11.0M shares (≈5.3% of float) with a short-interest ratio ~2.3 days — increased shorting can add selling pressure and volatility.
Negative Sentiment: Pomerantz LLP announced an investigation into Insmed investor claims — such actions can prompt legal risk concerns and investor uncertainty. Pomerantz investor alert
Negative Sentiment: CEO Will Lewis sold 19,215 shares (~$3.25M) on Jan. 12, reducing his stake by ~5.9% — insider selling can be interpreted negatively by some investors. SEC Form 4 filing

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of INSM. CoreCap Advisors LLC acquired a new stake in Insmed during the fourth quarter worth approximately $27,000. CIBC Private Wealth Group LLC increased its stake in shares of 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 purchasing an additional 53 shares during the period. Stone House Investment Management LLC acquired a new stake in Insmed during the 3rd quarter worth approximately $29,000. SBI Securities Co. Ltd. boosted its stake in Insmed by 404.9% in the 3rd quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company's stock valued at $30,000 after purchasing an additional 166 shares during the period. Finally, MassMutual Private Wealth & Trust FSB boosted its stake 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.

Analyst Upgrades and Downgrades

Several analysts have issued reports on INSM shares. Evercore ISI reaffirmed an "outperform" rating and set a $180.00 price target on shares of Insmed in a research report on Wednesday, October 1st. Wolfe Research set a $167.00 target price on shares of Insmed and gave the company an "outperform" rating in a report on Thursday, December 18th. The Goldman Sachs Group raised their target price on shares of Insmed from $225.00 to $258.00 and gave the company a "buy" rating in a research note on Monday, December 15th. Bank of America boosted their price target on Insmed from $142.00 to $187.00 and gave the stock a "buy" rating in a research report on Monday, October 27th. Finally, Redburn Partners set a $263.00 price objective on Insmed in a research note on Thursday, December 4th. Two research 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 given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $205.77.

Read Our Latest Research Report on INSM

Insmed Company Profile

(Get Free Report)

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.