Quantinno Capital Management LP Acquires 16,011 Shares of Insmed, Inc. $INSM

Quantinno Capital Management LP lifted its holdings in Insmed, Inc. (NASDAQ:INSM) by 81.9% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 35,552 shares of the biopharmaceutical company’s stock after purchasing an additional 16,011 shares during the period. Quantinno Capital Management LP’s holdings in Insmed were worth $5,814,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of INSM. OMERS ADMINISTRATION Corp bought a new position in Insmed in the first quarter worth approximately $360,000. Lombard Odier Asset Management Switzerland SA bought a new position in Insmed in the first quarter worth about $720,000. Affinity Asset Advisors LLC lifted its position in shares of Insmed by 6.7% during the first quarter. Affinity Asset Advisors LLC now owns 480,000 shares of the biopharmaceutical company’s stock valued at $78,490,000 after buying an additional 30,000 shares during the last quarter. Entropy Technologies LP purchased a new stake in shares of Insmed during the first quarter valued at about $708,000. Finally, Gabelli Funds LLC boosted its holdings in shares of Insmed by 46.7% in the 1st quarter. Gabelli Funds LLC now owns 2,700 shares of the biopharmaceutical company’s stock valued at $442,000 after buying an additional 860 shares in the last quarter.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on INSM. BMO Capital Markets assumed coverage on shares of Insmed in a research report on Monday, July 20th. They issued an “outperform” rating and a $192.00 price objective on the stock. Truist Financial decreased their price objective on Insmed from $205.00 to $185.00 and set a “buy” rating for the company in a report on Wednesday, May 13th. Weiss Ratings reissued a “sell (d-)” rating on shares of Insmed in a research report on Friday, July 17th. Royal Bank Of Canada dropped their target price on Insmed from $205.00 to $195.00 and set an “outperform” rating on the stock in a research note on Friday, June 5th. Finally, HC Wainwright reiterated a “buy” rating and issued a $220.00 price target on shares of Insmed in a research note on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $207.04.

Insider Transactions at Insmed

In related news, insider Michael Alexander Smith sold 6,149 shares of the stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $108.47, for a total value of $666,982.03. Following the transaction, the insider owned 41,613 shares in the company, valued at approximately $4,513,762.11. This represents a 12.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO William Lewis sold 21,398 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $103.32, for a total transaction of $2,210,841.36. Following the transaction, the chief executive officer directly owned 258,917 shares of the company’s stock, valued at $26,751,304.44. This represents a 7.63% decrease in their ownership of the stock. 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 ninety days, insiders have sold 54,590 shares of company stock valued at $5,793,738. 2.10% of the stock is owned by company insiders.

Trending Headlines about Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Strong quarterly performance: Insmed reported second-quarter revenue of $425.5 million, well above the $393.7 million consensus estimate and up 296% from the prior year. The company’s loss was also narrower than expected, with reported results substantially better than the $0.69-per-share consensus estimate. Insmed Reports Second-Quarter 2026 Financial Results and Provides Business Update
• Positive Sentiment: BRINSUPRI momentum exceeded expectations: BRINSUPRI revenue reached $309.2 million, a 49% increase from the first quarter. Insmed raised its 2026 BRINSUPRI revenue guidance to $1.25 billion-$1.40 billion, while maintaining ARIKAYCE guidance of $450 million-$470 million. Total 2026 revenue guidance was issued at $1.7 billion-$1.9 billion. Insmed Raises BRINSUPRI Revenue Guidance
• Positive Sentiment: Higher long-term opportunity: The company increased its estimated peak revenue for its three lead programs to more than $14 billion, including over $7 billion for BRINSUPRI and over $6 billion for TPIP. This improved outlook helped drive a broader biotech-sector rally, with Insmed among the strongest performers. Insmed Catapults, Leading a Biotech Rally
• Neutral Sentiment: Investors traded 17,155 INSM call options, roughly 469% above average daily volume. The activity may reflect bullish positioning, but options volume alone does not confirm future performance.
• Negative Sentiment: Insmed remains unprofitable, with a negative net margin and return on equity. Continued investment in its pipeline and commercialization efforts means valuation remains dependent on sustained BRINSUPRI growth and successful future programs.

Insmed Trading Up 33.9%

NASDAQ:INSM opened at $132.55 on Friday. Insmed, Inc. has a 12 month low of $90.39 and a 12 month high of $212.75. The firm has a fifty day simple moving average of $104.66 and a 200-day simple moving average of $129.22. 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 company has a market capitalization of $28.73 billion, a P/E ratio of -23.05 and a beta of 0.81.

Insmed (NASDAQ:INSM) last announced its quarterly earnings data on Thursday, August 6th. The biopharmaceutical company reported ($0.06) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.61. The firm had revenue of $425.49 million for the quarter, compared to analyst estimates of $393.74 million. Insmed had a negative net margin of 144.44% and a negative return on equity of 130.11%. The business’s quarterly revenue was up 296.1% compared to the same quarter last year. During the same period in the previous year, the company earned ($1.70) earnings per share. On average, equities research analysts anticipate that Insmed, Inc. will post -2.43 earnings per share for the current 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.