Sara Bonstein Sells 1,447 Shares of Insmed (NASDAQ:INSM) Stock

Insmed, Inc. (NASDAQ:INSM) CFO Sara Bonstein sold 1,447 shares of Insmed stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $174.17, for a total transaction of $252,023.99. Following the transaction, the chief financial officer directly owned 80,506 shares in the company, valued at approximately $14,021,730.02. This trade represents a 1.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Sara Bonstein also recently made the following trade(s):

• On Wednesday, January 7th, Sara Bonstein sold 1,678 shares of Insmed stock. The stock was sold at an average price of $175.07, for a total transaction of $293,767.46.
• On Tuesday, January 6th, Sara Bonstein sold 1,517 shares of Insmed stock. The shares were sold at an average price of $173.33, for a total transaction of $262,941.61.

Insmed Stock Up 3.3%

Shares of Insmed stock opened at $175.97 on Friday. Insmed, Inc. has a twelve month low of $60.40 and a twelve month high of $212.75. The stock has a market cap of $37.53 billion, a price-to-earnings ratio of -28.43 and a beta of 1.08. The company has a current ratio of 4.63, a quick ratio of 4.34 and a debt-to-equity ratio of 0.59. The company has a fifty day moving average price of $190.04 and a 200 day moving average price of $151.86.

Insmed (NASDAQ:INSM) last issued its quarterly earnings data on Thursday, October 30th. The biopharmaceutical company reported ($1.75) EPS for the quarter, missing analysts’ consensus estimates of ($1.35) by ($0.40). Insmed had a negative return on equity of 183.55% and a negative net margin of 264.83%.The company had revenue of $142.34 million for the quarter, compared to analyst estimates of $114.33 million. During the same quarter in the prior year, the firm earned ($1.27) EPS. The company’s revenue for the quarter was up 52.4% compared to the same quarter last year. Equities research analysts forecast that Insmed, Inc. will post -4.56 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. CIBC Private Wealth Group LLC increased its position in shares of Insmed by 42.1% in the 3rd 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 last quarter. Kingsview Wealth Management LLC lifted its position in shares of Insmed by 2.7% during the third quarter. Kingsview Wealth Management LLC now owns 2,321 shares of the biopharmaceutical company’s stock worth $334,000 after purchasing an additional 60 shares during the last quarter. Choreo LLC lifted its position in shares of Insmed by 2.9% during the third quarter. Choreo LLC now owns 2,319 shares of the biopharmaceutical company’s stock worth $334,000 after purchasing an additional 65 shares during the last quarter. Spire Wealth Management grew its stake in Insmed by 11.5% in the third quarter. Spire Wealth Management now owns 777 shares of the biopharmaceutical company’s stock worth $112,000 after purchasing an additional 80 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB increased its holdings in Insmed by 59.6% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 217 shares of the biopharmaceutical company’s stock valued at $31,000 after buying an additional 81 shares during the last quarter.

Analyst Upgrades and Downgrades

Several analysts have issued reports on INSM shares. The Goldman Sachs Group increased their price objective on shares of Insmed from $225.00 to $258.00 and gave the company a “buy” rating in a research report on Monday, December 15th. Cowen set a $241.00 price target on shares of Insmed in a report on Thursday, December 18th. Leerink Partners reiterated an “outperform” rating on shares of Insmed in a report on Thursday, December 18th. Bank of America upped their price objective on shares of Insmed from $142.00 to $187.00 and gave the company a “buy” rating in a research report on Monday, October 27th. Finally, Royal Bank Of Canada dropped their target price on Insmed from $215.00 to $195.00 and set an “outperform” rating on the stock in a research report on Thursday, December 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $205.64.

Key Headlines Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Preliminary/full‑year revenue and updated FY‑2025 guidance well above Street expectations — management cited ~ $606.4M revenue guidance vs. consensus near $520.7M, a key driver of the rally. Read More.
• Positive Sentiment: BRINSUPRI launch strong: company reported ~ $144.6M in BRINSUPRI revenue for the first full quarter of launch and ~ $172.7M for full‑year 2025 — supports multi‑blockbuster revenue narrative. Read More.
• Positive Sentiment: ARIKAYCE outperformance and 2026 guidance: ARIKAYCE generated ~ $433.8M in 2025, exceeding prior guidance; management expects $450M–$470M in 2026, underpinning recurring cash flow expectations. Read More.
• Neutral Sentiment: Clinical timeline updates: ENCORE (ARIKAYCE Phase 3) topline is now expected in March/April 2026 and CEDAR (brensocatib Phase 2b) topline in Q2 2026 — material catalysts but timing shifts may concentrate near‑term volatility. Read More.
• Neutral Sentiment: R&D cadence: new Phase‑3 PALM‑ILD start and plans for additional Phase‑3 programs (PAH, PPF, IPF) expand long‑term optionality but raise near‑term spend and execution risk. Read More.
• Neutral Sentiment: Media/retail interest: Jim Cramer highlighted INSM as “worth keeping an eye on,” which can boost retail liquidity but is not a fundamental endorsement. Read More.
• Negative Sentiment: Concentrated insider selling: multiple executives (CEO, CFO, COO and others) sold shares across Jan. 6–8 (reports aggregate ≈ $15M+ in sales), which can signal profit‑taking or create negative sentiment among some investors. Read More.
• Negative Sentiment: Investor litigation alert: Pomerantz LLP has opened an investor investigation into Insmed, introducing legal and reputational uncertainty until matters are resolved. Read More.

Insmed Company 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.