Key Points
- CEO insider sales: Insmed CEO William Lewis sold 3,009 shares on Feb. 3 for about $470,427, cutting his stake to 303,882 shares (a 0.98% decrease) after multiple large sales in December–January totaling tens of thousands of shares.
- Market and sentiment: INSM opened at $152.44 (down ~3%), has a $32.5B market cap, major institutions like Vanguard and Darwin have increased holdings, and analysts collectively rate the stock a "Buy" with an average target of $206.04 (ratings range from sell to strong‑buy).
Insmed, Inc. (NASDAQ:INSM - Get Free Report) insider Michael Alexander Smith sold 640 shares of the 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 $8,813,159.19. This trade represents a 1.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.
Michael Alexander Smith also recently made the following trade(s):
- On Thursday, January 8th, Michael Alexander Smith sold 1,053 shares of Insmed stock. The shares were sold at an average price of $174.17, for a total transaction of $183,401.01.
- On Wednesday, January 7th, Michael Alexander Smith sold 709 shares of Insmed stock. The shares were sold at an average price of $175.07, for a total value of $124,124.63.
- On Tuesday, January 6th, Michael Alexander Smith sold 1,396 shares of Insmed stock. The shares were sold at an average price of $173.33, for a total value of $241,968.68.
Insmed Stock Performance
INSM stock opened at $152.44 on Thursday. The company has a quick ratio of 4.34, a current ratio of 4.63 and a debt-to-equity ratio of 0.59. Insmed, Inc. has a 12 month low of $60.40 and a 12 month high of $212.75. The firm has a 50 day moving average of $177.10 and a two-hundred day moving average of $159.66. The company has a market capitalization of $32.51 billion, a price-to-earnings ratio of -24.63 and a beta of 1.11.
Hedge Funds Weigh In On Insmed
A number of hedge funds and other institutional investors have recently bought and sold shares of INSM. Vanguard Group Inc. raised its position in shares of Insmed by 5.7% during the 4th quarter. Vanguard Group Inc. now owns 21,076,344 shares of the biopharmaceutical company's stock valued at $3,668,127,000 after acquiring an additional 1,140,524 shares during the last quarter. Darwin Global Management Ltd. boosted its holdings in Insmed by 5.8% during the third quarter. Darwin Global Management Ltd. now owns 20,457,445 shares of the biopharmaceutical company's stock worth $2,897,797,000 after buying an additional 1,112,824 shares during the last quarter. Capital International Investors grew its position in shares of Insmed by 1.0% during the 3rd quarter. Capital International Investors now owns 7,553,853 shares of the biopharmaceutical company's stock worth $1,087,830,000 after buying an additional 74,994 shares during the period. Artisan Partners Limited Partnership increased its stake in shares of Insmed by 49.0% in the 3rd quarter. Artisan Partners Limited Partnership now owns 4,937,683 shares of the biopharmaceutical company's stock valued at $711,076,000 after acquiring an additional 1,623,342 shares during the last quarter. Finally, Duquesne Family Office LLC raised its position in shares of Insmed by 3.0% in the 3rd quarter. Duquesne Family Office LLC now owns 2,423,435 shares of the biopharmaceutical company's stock valued at $348,999,000 after acquiring an additional 70,000 shares during the period.
Analyst Upgrades and Downgrades
INSM has been the subject of a number of recent analyst reports. Rothschild Redb upgraded shares of Insmed to a "strong-buy" rating in a report on Thursday, December 4th. Barclays assumed coverage on shares of Insmed in a report on Tuesday, January 27th. They issued an "overweight" rating and a $231.00 price target on the stock. Royal Bank Of Canada raised their target price on Insmed from $197.00 to $200.00 and gave the stock an "outperform" rating in a research report on Wednesday, January 21st. TD Cowen set a $241.00 price target on shares of Insmed in a report on Thursday, December 18th. Finally, Leerink Partners restated an "outperform" rating on shares of Insmed in a report on Thursday, December 18th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Buy" and an average price target of $206.04.
Check Out Our Latest Analysis on Insmed
Key Stories Impacting Insmed
Here are the key news stories impacting Insmed this week:
- Positive Sentiment: Large institutional holders increased or maintain sizable stakes (Vanguard, Artisan and others reported meaningful holdings increases in recent quarters), which supports structural demand for the stock and may limit downside. Read More.
- Positive Sentiment: Analyst coverage remains skewed to “Buy” with an average price target (~$206) well above the current trading level; several firms maintain or have raised targets (Goldman, Jefferies, others), indicating consensus upside potential if execution and results meet expectations. Read More.
- Neutral Sentiment: Insmed set its fourth‑quarter and full‑year 2025 earnings release and conference call for Thursday, Feb. 19 — a near‑term catalyst that will give investors fresh revenue, margin and guidance data to re‑rate the stock. Read More.
- Negative Sentiment: Multiple senior executives sold shares on Feb. 3 (CEO William Lewis sold 3,009 shares; CFO Sara Bonstein sold 748 shares; COO Roger Adsett sold 791 shares; and another officer sold 640 shares). While not uncommon for executives to trim positions for diversification or tax/liquidity reasons, clustered insider selling can be read negatively by the market and likely contributed to the stock moving lower. Read More.
- Negative Sentiment: The recent insider sales follow several prior sales by the CFO in January (multiple transactions), suggesting a pattern of executive selling this quarter rather than isolated trades; that pattern may increase short‑term selling pressure or investor caution ahead of results. Read More.
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.
Read More
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
