Skandinaviska Enskilda Banken AB publ Buys 26,995 Shares of Insmed, Inc. $INSM

Skandinaviska Enskilda Banken AB publ grew its stake in shares of Insmed, Inc. (NASDAQ:INSM) by 97.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 54,784 shares of the biopharmaceutical company’s stock after acquiring an additional 26,995 shares during the period. Skandinaviska Enskilda Banken AB publ’s holdings in Insmed were worth $7,889,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Stone House Investment Management LLC bought a new stake in Insmed during the 3rd quarter valued at $29,000. SBI Securities Co. Ltd. raised its holdings in shares of Insmed by 404.9% in the third quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company’s stock valued at $30,000 after acquiring an additional 166 shares in the last quarter. MassMutual Private Wealth & Trust FSB lifted its stake in Insmed by 59.6% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 217 shares of the biopharmaceutical company’s stock worth $31,000 after acquiring an additional 81 shares during the period. FNY Investment Advisers LLC purchased a new stake in Insmed in the second quarter worth about $33,000. Finally, Whittier Trust Co. of Nevada Inc. grew its holdings in Insmed by 169.7% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 240 shares of the biopharmaceutical company’s stock worth $38,000 after acquiring an additional 151 shares in the last quarter.

Insmed News Summary

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Company projects BRINSUPRI 2026 sales of at least $1 billion and reiterated 2026 ARIKAYCE guidance, signaling strong commercial growth expectations. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Management publicly explained the “audacious” $1B BRINSUPRI target and growth rationale, which supports investor confidence in commercial execution. Insmed CEO explains ‘audacious’ $1B projection for 2026 sales of Brinsupri
• Positive Sentiment: Revenue momentum and balance sheet: full‑year 2025 total revenue of $606.4M, Q4 revenue up ~152.6% y/y, and roughly $1.4B in cash and marketable securities provide runway for launches and trials. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Pipeline and regulatory updates remain on track — Phase 3 ENCORE and Phase 2b CEDAR readouts scheduled and FDA granted orphan designation to a PAH candidate, supporting long‑term optionality. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Read the full Q4 earnings call transcript and company slide deck for management commentary and execution detail. Insmed Incorporated (INSM) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss: Q4 GAAP loss per share was $(1.54) vs. consensus ~(−$1.07), and the company reported negative net margin and ROE metrics — short‑term profitability remains a concern for some investors. Insmed earnings missed by $0.37, revenue topped estimates
• Negative Sentiment: Some feeds showed inconsistent or malformed FY2026 guidance headlines (reporting errors in some summaries), which can create short‑term confusion; rely on the company press release and slides for authoritative guidance. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update

Wall Street Analyst Weigh In

INSM has been the subject of several research reports. Truist Financial set a $205.00 price target on shares of Insmed in a research report on Monday, January 12th. Mizuho set a $211.00 price objective on shares of Insmed in a research note on Thursday. TD Cowen set a $241.00 target price on Insmed in a research report on Thursday, December 18th. Barclays started coverage on Insmed in a report on Tuesday, January 27th. They issued an “overweight” rating and a $231.00 price target on the stock. Finally, Cantor Fitzgerald upped their price objective on Insmed from $216.00 to $230.00 and gave the stock an “overweight” rating in a research note on Tuesday, December 16th. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $207.05.

Insider Buying and Selling at Insmed

In related news, insider Orlov S. Nicole Schaeffer sold 87,290 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $175.20, for a total value of $15,293,208.00. Following the transaction, the insider directly owned 41,754 shares of the company’s stock, valued at $7,315,300.80. This represents a 67.64% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO William Lewis sold 19,215 shares of the firm’s stock in a transaction on Monday, January 12th. The stock was sold at an average price of $169.00, for a total value of $3,247,335.00. Following the completion of the transaction, the chief executive officer owned 306,891 shares of the company’s stock, valued at $51,864,579. This trade represents a 5.89% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 173,253 shares of company stock worth $29,629,842. 3.00% of the stock is owned by corporate insiders.

Insmed Trading Up 6.5%

Insmed stock opened at $161.00 on Friday. The company has a debt-to-equity ratio of 0.59, a quick ratio of 4.34 and a current ratio of 4.63. The stock has a market cap of $34.34 billion, a PE ratio of -26.01 and a beta of 1.11. The stock has a 50-day moving average of $165.77 and a two-hundred day moving average of $162.79. Insmed, Inc. has a one year low of $60.40 and a one year high of $212.75.

Insmed (NASDAQ:INSM) last posted its quarterly earnings data on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.07) by ($0.47). The company had revenue of $263.84 million for the quarter, compared to analyst estimates of $263.97 million. Insmed had a negative net margin of 264.83% and a negative return on equity of 183.55%. The business’s revenue was up 152.6% compared to the same quarter last year. During the same quarter last year, the company earned ($1.32) EPS. On average, research analysts anticipate that Insmed, Inc. will post -4.56 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.