Pacer Advisors Inc. Has $1.19 Million Holdings in Insmed, Inc. $INSM

Pacer Advisors Inc. decreased its position in Insmed, Inc. (NASDAQ:INSM) by 53.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,279 shares of the biopharmaceutical company’s stock after selling 8,304 shares during the quarter. Pacer Advisors Inc.’s holdings in Insmed were worth $1,190,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Norges Bank acquired a new stake in Insmed in the 4th quarter valued at approximately $506,625,000. RTW Investments LP boosted its position in Insmed by 57.0% during the 4th quarter. RTW Investments LP now owns 4,842,879 shares of the biopharmaceutical company’s stock worth $842,855,000 after acquiring an additional 1,758,321 shares during the last quarter. Orbis Allan Gray Ltd acquired a new position in Insmed during the 2nd quarter worth approximately $153,389,000. State Street Corp grew its stake in shares of Insmed by 30.6% during the 4th quarter. State Street Corp now owns 5,201,744 shares of the biopharmaceutical company’s stock worth $905,312,000 after acquiring an additional 1,217,390 shares in the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of Insmed by 5.7% during the 4th quarter. Vanguard Group Inc. now owns 21,076,344 shares of the biopharmaceutical company’s stock worth $3,668,127,000 after acquiring an additional 1,140,524 shares in the last quarter.

Insmed News Roundup

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: BRINSUPRI sales significantly exceeded expectations. Second-quarter revenue reached $309.2 million, up 49% from the first quarter, reflecting strong commercial uptake of the company’s bronchiectasis treatment. Insmed raised 2026 BRINSUPRI revenue guidance to $1.25 billion-$1.40 billion and increased its peak-sales estimate to more than $7 billion. Insmed Second-Quarter 2026 Results
• Positive Sentiment: Insmed beat quarterly estimates. Total revenue was $425.5 million, up 296.1% year over year and above the approximately $393.7 million consensus forecast. The company reported a loss of $0.06 per share, substantially narrower than the expected $0.67 loss and the $1.70 loss recorded a year earlier. Insmed Tops Q2 Earnings Estimates
• Positive Sentiment: Long-term growth expectations improved. Insmed lifted its combined peak-revenue outlook for BRINSUPRI, TPIP and ARIKAYCE to more than $14 billion, including over $6 billion for TPIP. It maintained 2026 ARIKAYCE revenue guidance of $450 million-$470 million and provided total 2026 revenue guidance of approximately $1.7 billion-$1.9 billion.
• Positive Sentiment: Trading activity signaled strong investor interest. Call-option volume rose roughly 469% above average, while reports described the stock as gaining about 30%-34% following the earnings release. Analysts also maintained an overall “Buy” recommendation.
• Neutral Sentiment: Profitability remains limited. Despite the improved loss, Insmed continues to report negative net income and return on equity as it invests in developing and commercializing its pipeline.

Insmed Stock Performance

INSM opened at $131.10 on Monday. Insmed, Inc. has a 12-month low of $90.39 and a 12-month high of $212.75. The stock has a market cap of $28.42 billion, a price-to-earnings ratio of -31.90 and a beta of 0.81. The business has a 50 day moving average of $105.14 and a 200-day moving average of $129.01. The company has a quick ratio of 3.40, a current ratio of 3.72 and a debt-to-equity ratio of 0.74.

Insmed (NASDAQ:INSM) last posted its earnings results on Thursday, August 6th. The biopharmaceutical company reported ($0.06) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.67) by $0.61. Insmed had a negative return on equity of 123.94% and a negative net margin of 76.94%.The business had revenue of $425.49 million for the quarter, compared to analyst estimates of $395.50 million. During the same period in the previous year, the firm earned ($1.70) EPS. The firm’s revenue was up 296.1% compared to the same quarter last year. On average, equities research analysts expect that Insmed, Inc. will post -2.37 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have recently commented on INSM. Weiss Ratings reissued a “sell (d-)” rating on shares of Insmed in a research report on Friday, July 17th. Morgan Stanley reiterated an “overweight” rating and issued a $218.00 price target on shares of Insmed in a research note on Friday. Roth Capital restated a “buy” rating on shares of Insmed in a research note on Monday, June 8th. Royal Bank Of Canada decreased their price objective on Insmed from $205.00 to $195.00 and set an “outperform” rating for the company in a report on Friday, June 5th. Finally, Evercore reaffirmed an “outperform” rating and issued a $170.00 target price on shares of Insmed in a research report on Friday. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $205.26.

Insider Activity at Insmed

In other news, COO Roger Adsett sold 2,370 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $102.27, for a total transaction of $242,379.90. Following the completion of the sale, the chief operating officer owned 98,603 shares in the company, valued at approximately $10,084,128.81. This trade represents a 2.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Michael Alexander Smith sold 6,149 shares of Insmed stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $108.47, for a total transaction of $666,982.03. Following the sale, the insider directly owned 41,613 shares of the company’s stock, valued at $4,513,762.11. The trade was a 12.87% decrease in their position. 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. In the last three months, insiders sold 54,590 shares of company stock valued at $5,793,738. 2.10% of the stock is owned by company insiders.

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.