Motley Fool Asset Management LLC Purchases New Stake in Insmed, Inc. $INSM

Motley Fool Asset Management LLC purchased a new stake in Insmed, Inc. (NASDAQ:INSM) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 17,817 shares of the biopharmaceutical company’s stock, valued at approximately $2,034,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Virginia Estate & Retirement Planning Advisors Inc. purchased a new stake in shares of Insmed during the 3rd quarter valued at approximately $29,000. SBI Securities Co. Ltd. lifted its holdings in Insmed by 69.4% in the third quarter. SBI Securities Co. Ltd. now owns 349 shares of the biopharmaceutical company’s stock valued at $40,000 after acquiring an additional 143 shares during the last quarter. CX Institutional acquired a new position in Insmed in the third quarter valued at approximately $46,000. Whittier Trust Co. of Nevada Inc. grew its position in Insmed by 86.6% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 444 shares of the biopharmaceutical company’s stock worth $73,000 after acquiring an additional 206 shares during the period. Finally, Harbor Investment Advisory LLC purchased a new position in Insmed in the second quarter worth approximately $52,000.

Trending Headlines about Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Insmed reported third-quarter revenue of $524.4 million, up 268.4% year over year and above the approximately $499 million analyst consensus. Insmed Reports Third-Quarter 2026 Financial Results and Provides Business Update
• Positive Sentiment: BRINSUPRI generated $400.1 million in revenue, a 29% increase from the second quarter, suggesting the U.S. launch is continuing to exceed expectations. ARIKAYCE revenue rose 9% year over year to $124.4 million.
• Positive Sentiment: The company raised its 2026 revenue guidance to $1.35 billion-$1.4 billion for BRINSUPRI and $460 million-$470 million for ARIKAYCE. It also launched BRINSUPRI in Japan, expanding the product’s commercial opportunity.
• Positive Sentiment: Insmed’s quarterly loss narrowed substantially to $0.46 per share from $1.75 per share a year earlier. Unusually heavy call-option activity, with purchases approximately 121% above average, reflected increased speculative bullish interest, though it is not a fundamental catalyst.
• Neutral Sentiment: Management’s earnings call and presentation focused on the continued rollout of BRINSUPRI and growth prospects for both marketed drugs, which investors will monitor as the company scales sales and moves toward profitability. Insmed Q3 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted earnings came in at a $0.46-per-share loss, missing the consensus estimate of roughly $0.39 per share. Insmed remains unprofitable, with a negative net margin and negative return on equity.
• Negative Sentiment: Raymond James recently reduced its price target from $187 to $173, signaling that some analysts see less near-term upside despite the stronger operating outlook. Raymond James Cuts Target for Insmed Stock

Insider Buying and Selling

In other Insmed news, COO Roger Adsett sold 239,850 shares of the company’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $133.27, for a total transaction of $31,964,809.50. Following the transaction, the chief operating officer directly owned 98,744 shares in the company, valued at $13,159,612.88. This represents a 70.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director David Brennan sold 25,000 shares of the company’s 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 transaction, the director owned 39,238 shares in the company, valued at $4,865,512. This trade represents a 38.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 2.10% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. Cantor Fitzgerald reissued an “overweight” rating and set a $235.00 target price on shares of Insmed in a research note on Tuesday, July 28th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $175.00 price target on shares of Insmed in a research note on Thursday, August 6th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Insmed in a research note on Thursday, October 15th. Bank of America reiterated a “buy” rating and set a $207.00 price target on shares of Insmed in a report on Monday, October 12th. Finally, Barclays cut their price objective on Insmed from $237.00 to $207.00 and set an “overweight” rating for the company in a research report on Wednesday, September 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $196.70.

Insmed Stock Performance

Shares of INSM stock opened at $111.59 on Friday. The firm’s 50 day moving average price is $112.91 and its 200-day moving average price is $125.96. The company has a debt-to-equity ratio of 0.74, a quick ratio of 3.40 and a current ratio of 3.72. Insmed, Inc. has a one year low of $90.39 and a one year high of $212.75. The firm has a market cap of $24.37 billion, a P/E ratio of -27.15 and a beta of 0.83.

Insmed (NASDAQ:INSM) last posted its quarterly earnings data on Thursday, October 29th. The biopharmaceutical company reported ($0.46) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.38) by ($0.08). Insmed had a negative return on equity of 123.94% and a negative net margin of 76.94%. The company had revenue of $524.43 million for the quarter, compared to analysts’ expectations of $500.36 million. During the same period in the previous year, the business posted ($1.75) EPS. The business’s revenue for the quarter was up 268.4% on a year-over-year basis. As a group, equities research analysts predict that Insmed, Inc. will post -1.60 EPS for the current year.

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.