Handelsbanken Fonder AB Grows Stake in Insmed, Inc. $INSM

Handelsbanken Fonder AB boosted its holdings in shares of Insmed, Inc. (NASDAQ:INSM) by 180.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 189,581 shares of the biopharmaceutical company’s stock after purchasing an additional 122,100 shares during the quarter. Handelsbanken Fonder AB owned about 0.09% of Insmed worth $20,213,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Reflection Asset Management bought a new stake in shares of Insmed during the fourth quarter valued at approximately $30,000. CIBC Private Wealth Group LLC boosted its position 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 acquiring an additional 53 shares during the last quarter. Raiffeisen Bank International AG bought a new position in shares of Insmed during the fourth quarter worth $32,000. Larson Financial Group LLC grew its stake in Insmed by 137.0% during the fourth quarter. Larson Financial Group LLC now owns 256 shares of the biopharmaceutical company’s stock valued at $45,000 after acquiring an additional 148 shares in the last quarter. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA bought a new stake in Insmed in the 4th quarter valued at $49,000.

Insmed Trading Down 0.2%

Shares of NASDAQ INSM opened at $132.28 on Thursday. The business’s 50 day moving average is $106.86 and its two-hundred day moving average is $128.44. The company has a debt-to-equity ratio of 0.74, a current ratio of 3.72 and a quick ratio of 3.40. Insmed, Inc. has a 1-year low of $90.39 and a 1-year high of $212.75. The stock has a market capitalization of $28.89 billion, a P/E ratio of -32.18 and a beta of 0.81.

Insmed (NASDAQ:INSM) last posted its quarterly earnings data on Thursday, August 6th. The biopharmaceutical company reported ($0.06) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.67) by $0.61. The business had revenue of $425.49 million during the quarter, compared to analyst estimates of $395.50 million. Insmed had a negative return on equity of 123.94% and a negative net margin of 76.94%.The company’s revenue for the quarter was up 296.1% on a year-over-year basis. During the same period last year, the company earned ($1.70) EPS. As a group, research analysts expect that Insmed, Inc. will post -1.85 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms have commented on INSM. UBS Group reissued a “buy” rating and set a $172.00 price objective on shares of Insmed in a report on Friday, August 7th. Roth Capital reaffirmed a “buy” rating on shares of Insmed in a report on Monday, June 8th. Jefferies Financial Group reiterated a “buy” rating and issued a $175.00 target price on shares of Insmed in a research report on Thursday, August 6th. Royal Bank Of Canada dropped their price target on Insmed from $205.00 to $195.00 and set an “outperform” rating for the company in a research note on Friday, June 5th. Finally, BMO Capital Markets assumed coverage on Insmed in a research note on Monday, July 20th. They issued an “outperform” rating and a $192.00 price objective on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Insmed presently has an average rating of “Buy” and an average target price of $205.52.

Insider Buying and Selling

In other news, COO Roger Adsett sold 239,850 shares of the firm’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $133.27, for a total value of $31,964,809.50. Following the completion of 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Michael Alexander Smith sold 1,806 shares of Insmed stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $95.82, for a total transaction of $173,050.92. Following the transaction, the insider directly owned 37,648 shares of the company’s stock, valued at approximately $3,607,431.36. This represents a 4.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 294,440 shares of company stock worth $37,758,548. 2.10% of the stock is currently owned by corporate insiders.

More Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: HC Wainwright maintained a Buy rating and raised its EPS forecasts across 2026–2030. Its estimates improved to losses of $0.31 per share for Q3 2026 and $0.49 for Q4, while forecasts increased to $1.62 for FY2027, $3.38 for FY2028 and $10.92 for FY2030. The upgrades suggest stronger expectations for Insmed’s commercial growth and eventual profitability.
• Positive Sentiment: Insmed partnered with a patient group on a bronchiectasis study, potentially strengthening patient engagement and the company’s clinical evidence base in a key disease area. Insmed partners patient group on bronchiectasis study
• Neutral Sentiment: The reported short-interest data showed zero shares and a zero-day days-to-cover ratio, indicating no meaningful short-position signal; however, the figures appear unreliable because the reported change was listed as “NaN.”
• Negative Sentiment: COO Roger Adsett sold 239,850 shares for approximately $32.0 million at an average price of $133.27, reducing his holdings by 70.84%. Although insider sales can reflect personal financial planning, the size of the transaction may raise concerns about insider conviction and add near-term selling pressure. Insider trading filing
• Negative Sentiment: JPMorgan reportedly lowered its expectations for Insmed’s stock price, a potentially bearish development that contrasts with HC Wainwright’s more constructive earnings outlook. Details of the revised target were not provided. JPMorgan lowers expectations for Insmed stock price

Insmed Profile

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.