Hillsdale Investment Management Inc. Sells 7,000 Shares of Insmed, Inc. $INSM

Hillsdale Investment Management Inc. trimmed its position in shares of Insmed, Inc. (NASDAQ:INSM) by 14.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 42,700 shares of the biopharmaceutical company’s stock after selling 7,000 shares during the period. Hillsdale Investment Management Inc.’s holdings in Insmed were worth $6,149,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Insmed by 13.0% during the 3rd quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock worth $2,870,957,000 after acquiring an additional 2,291,328 shares during the period. Artisan Partners Limited Partnership raised its position in Insmed by 3.0% during the second quarter. Artisan Partners Limited Partnership now owns 3,314,341 shares of the biopharmaceutical company’s stock valued at $333,555,000 after purchasing an additional 97,073 shares in the last quarter. Norges Bank bought a new stake in Insmed during the second quarter worth $194,728,000. Orbis Allan Gray Ltd acquired a new stake in shares of Insmed in the 2nd quarter valued at $153,389,000. Finally, Eventide Asset Management LLC increased its stake in shares of Insmed by 1.3% in the 2nd quarter. Eventide Asset Management LLC now owns 1,196,494 shares of the biopharmaceutical company’s stock valued at $120,411,000 after purchasing an additional 14,819 shares during the last quarter.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Management set BRINSUPRI 2026 revenue guidance of at least $1 billion and reiterated ARIKAYCE 2026 guidance of $450–$470 million; company highlighted progressing Phase 3/2b readouts and ended 2025 with about $1.4 billion in cash — this raises upside expectations for drug sales and reinforces near-term funding for the pipeline. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Brokerage activity and analyst views turned constructive (Roth/MKM initiation/coverage and bullish price-target revisions), which can amplify buying interest and support higher price targets. Insmed (INSM) Poised for 2026 Upside With Potential $1.3B Arikayce Sales Boost, Roth/MKM Initiates Buy
• Positive Sentiment: Market reaction to the BRINSUPRI guidance and 2026 sales outlook has been favorable — several outlets note a notable intraday jump as investors price in stronger drug revenue cadence. Insmed Lags on Q4 Earnings, Stock Gains on 2026 Brinsupri Sales View
• Neutral Sentiment: Options-market activity has picked up around INSM — increased options volume and positioning can magnify intraday moves but doesn’t change fundamentals. Traders should watch open interest and skew for near-term volatility signals. A Closer Look at Insmed’s Options Market Dynamics
• Neutral Sentiment: Earnings call slides and full Q4 transcript are available for investors who want granular detail on cost drivers, commercialization cadence, and trial timelines; reviewing management commentary can help validate the sustainability of the $1B BRINSUPRI guide. Insmed Incorporated 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Recent short-interest reporting appears anomalous (data show zero shares), so don’t read too much into the published short-interest statistic until filings/data providers correct it. (Watch confirmed regulatory filings for accurate short interest.)
• Negative Sentiment: Q4 EPS missed expectations (reported loss wider than consensus) and the company showed negative margins and rising expenses — this underscores execution and cost pressures that could temper profitability even as revenue grows rapidly. Insmed (INSM) Reports Q4 Loss, Lags Revenue Estimates
• Negative Sentiment: Despite strong top-line growth (year-over-year revenue up >150%), profitability remains negative and the company noted higher operating expenses tied to commercialization and pipeline advancement — investors should weigh growth vs. margin trajectory. Insmed earnings missed by $0.37, revenue topped estimates

Insmed Trading Up 2.4%

Shares of NASDAQ INSM opened at $164.91 on Friday. The firm has a 50 day moving average price of $165.12 and a two-hundred day moving average price of $163.52. The stock has a market cap of $35.17 billion, a P/E ratio of -25.73 and a beta of 1.11. Insmed, Inc. has a 52-week low of $60.40 and a 52-week high of $212.75. The company has a debt-to-equity ratio of 0.59, a quick ratio of 4.34 and a current ratio of 4.63.

Insmed (NASDAQ:INSM) last issued its quarterly earnings data 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). The business had revenue of $263.84 million during the quarter, compared to the consensus estimate of $263.97 million. Insmed had a negative return on equity of 166.94% and a negative net margin of 210.54%.The business’s revenue for the quarter was up 152.6% compared to the same quarter last year. During the same period in the prior year, the firm earned ($1.32) EPS. As a group, equities analysts forecast that Insmed, Inc. will post -4.56 EPS for the current year.

Insider Buying and Selling

In other news, CFO Sara Bonstein sold 748 shares of the stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $156.34, for a total value of $116,942.32. Following the completion of the sale, the chief financial officer owned 79,758 shares of the company’s stock, valued at approximately $12,469,365.72. This represents a 0.93% 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, CEO William Lewis sold 13,396 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $147.79, for a total value of $1,979,794.84. Following the transaction, the chief executive officer owned 301,185 shares of the company’s stock, valued at $44,512,131.15. This trade represents a 4.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 173,253 shares of company stock worth $29,629,842. Corporate insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Jefferies Financial Group set a $269.00 price objective on Insmed in a research report on Wednesday, December 10th. Stifel Nicolaus set a $205.00 price target on shares of Insmed in a research note on Thursday. Bank of America set a $203.00 price target on shares of Insmed in a report on Thursday, December 18th. Guggenheim dropped their price objective on shares of Insmed from $230.00 to $221.00 and set a “buy” rating for the company in a research note on Thursday, December 18th. Finally, UBS Group cut their target price on shares of Insmed from $223.00 to $215.00 and set a “buy” rating on the stock in a research report on Tuesday, January 6th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Insmed has an average rating of “Buy” and a consensus target price of $207.86.

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.