C WorldWide Group Holding A S lessened its stake in Insmed, Inc. (NASDAQ:INSM – Free Report) by 30.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 136,110 shares of the biopharmaceutical company’s stock after selling 60,000 shares during the quarter. C WorldWide Group Holding A S’s holdings in Insmed were worth $23,689,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. CoreCap Advisors LLC purchased a new position in Insmed in the 4th quarter worth approximately $27,000. GraniteShares Advisors LLC purchased a new position in Insmed in the 4th quarter worth approximately $30,000. CIBC Private Wealth Group LLC boosted its holdings in 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 acquiring an additional 53 shares during the period. Stone House Investment Management LLC purchased a new position in Insmed in the 3rd quarter worth approximately $29,000. Finally, SBI Securities Co. Ltd. boosted its holdings in Insmed by 404.9% in the 3rd quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock worth $30,000 after acquiring an additional 166 shares during the period.
More Insmed News
Here are the key news stories impacting Insmed this week:
- Positive Sentiment: Insmed reported Q1 EPS of -$0.76, beating estimates, and revenue rose 229.7% year over year to $306 million. The company also reiterated major 2026 commercial goals, including at least $1 billion in BRINSUPRI revenue and $450 million to $470 million in ARIKAYCE revenue. Article: Insmed Reports First-Quarter 2026 Financial Results and Provides Business Update
- Positive Sentiment: Analysts at Royal Bank of Canada and Wells Fargo cut their price targets but kept bullish ratings, signaling they still see meaningful upside from current levels. RBC lowered its target to $205 from $220 and Wells Fargo cut to $160 from $177. Article: Benzinga report on RBC price target cut Article: The Fly report on Wells Fargo price target cut
- Neutral Sentiment: Insmed also highlighted progress on its pipeline and commercialization efforts, including positive ENCORE study results for ARIKAYCE and the start of the PALM-PAH study for TPIP. These updates support the long-term story, but they are less likely to move the stock immediately. Article: Insmed Q1 2026 Financial Results and Business Update
- Negative Sentiment: The stock is under pressure because Q1 sales came in below expectations and the company’s implied 2026 revenue guidance was below consensus, raising concerns that launch momentum may not be matching investor hopes. Article: Insmed’s Q1 Earnings Beat, Sales Miss Estimates, Stock Tanks 23%
- Negative Sentiment: Higher first-quarter expenses also weighed on sentiment, with market commentary pointing to increased costs as another reason investors sold the shares after earnings. Article: Insmed Shares Tumble Amid Higher 1Q Expenses
Insider Activity
Wall Street Analysts Forecast Growth
INSM has been the subject of a number of analyst reports. Leerink Partners upped their price target on Insmed from $210.00 to $215.00 and gave the stock an “outperform” rating in a report on Tuesday, March 24th. Wells Fargo & Company decreased their price target on Insmed from $177.00 to $160.00 and set an “overweight” rating for the company in a report on Friday. Raymond James Financial initiated coverage on Insmed in a report on Friday, April 10th. They issued an “outperform” rating and a $200.00 price target for the company. Mizuho upped their price target on Insmed from $204.00 to $206.00 and gave the stock an “outperform” rating in a report on Wednesday, March 25th. Finally, HC Wainwright reiterated a “buy” rating on shares of Insmed in a research note on Friday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Insmed presently has an average rating of “Buy” and a consensus price target of $211.86.
Check Out Our Latest Report on INSM
Insmed Stock Performance
Insmed stock opened at $101.17 on Monday. The stock has a market cap of $21.93 billion, a P/E ratio of -17.60 and a beta of 0.89. The company has a current ratio of 4.47, a quick ratio of 4.10 and a debt-to-equity ratio of 0.80. The stock has a 50 day moving average of $145.87 and a 200-day moving average of $165.46. Insmed, Inc. has a 52 week low of $64.85 and a 52 week high of $212.75.
Insmed (NASDAQ:INSM – Get Free Report) last released its earnings results on Thursday, May 7th. The biopharmaceutical company reported ($0.76) EPS for the quarter, beating the consensus estimate of ($0.90) by $0.14. The company had revenue of $305.96 million during the quarter, compared to analysts’ expectations of $300.81 million. Insmed had a negative return on equity of 130.11% and a negative net margin of 144.44%.The business’s revenue was up 229.7% on a year-over-year basis. During the same period in the prior year, the business posted ($1.42) EPS. On average, analysts expect that Insmed, Inc. will post -2.41 EPS for the current fiscal year.
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.
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