4,788 Shares in Insmed, Inc. $INSM Bought by Parcion Private Wealth LLC

Parcion Private Wealth LLC bought a new stake in shares of Insmed, Inc. (NASDAQ:INSM) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 4,788 shares of the biopharmaceutical company’s stock, valued at approximately $547,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Sei Investments Co. increased its holdings in shares of Insmed by 56.8% in the 1st quarter. Sei Investments Co. now owns 1,395,794 shares of the biopharmaceutical company’s stock worth $228,239,000 after buying an additional 505,624 shares during the last quarter. Bank of New York Mellon Corp purchased a new stake in Insmed during the second quarter valued at about $139,966,000. Assenagon Asset Management S.A. raised its position in Insmed by 480.4% during the third quarter. Assenagon Asset Management S.A. now owns 1,266,788 shares of the biopharmaceutical company’s stock valued at $144,591,000 after purchasing an additional 1,048,518 shares in the last quarter. NWI Management LP raised its position in Insmed by 2.6% during the first quarter. NWI Management LP now owns 1,014,000 shares of the biopharmaceutical company’s stock valued at $165,809,000 after purchasing an additional 25,540 shares in the last quarter. Finally, Principal Financial Group Inc. lifted its stake in Insmed by 18.8% during the first quarter. Principal Financial Group Inc. now owns 916,464 shares of the biopharmaceutical company’s stock worth $149,860,000 after purchasing an additional 145,106 shares during the last quarter.

Insmed Price Performance

Shares of NASDAQ:INSM opened at $112.58 on Monday. Insmed, Inc. has a 52-week low of $90.39 and a 52-week high of $212.75. The firm has a market capitalization of $24.70 billion, a P/E ratio of -39.92 and a beta of 0.83. The stock has a 50 day moving average price of $112.66 and a 200-day moving average price of $125.69. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.59 and a current ratio of 2.86.

Insmed (NASDAQ:INSM) last posted its quarterly earnings data on Thursday, October 29th. The biopharmaceutical company reported ($0.46) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.38) by ($0.08). The firm had revenue of $524.43 million during the quarter, compared to the consensus estimate of $500.36 million. Insmed had a negative return on equity of 96.38% and a negative net margin of 39.85%. Insmed’s revenue for the quarter was up 268.4% compared to the same quarter last year. During the same quarter last year, the company posted ($1.75) EPS. As a group, equities research analysts anticipate that Insmed, Inc. will post -1.62 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on INSM shares. Guggenheim decreased their price objective on Insmed from $207.00 to $205.00 and set a “buy” rating on the stock in a report on Friday, August 7th. UBS Group reiterated a “buy” rating on shares of Insmed in a research report on Thursday, October 8th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Insmed in a research report on Thursday, October 15th. Evercore reissued an “outperform” rating and set a $170.00 price target on shares of Insmed in a research note on Friday, August 7th. Finally, Wolfe Research lowered shares of Insmed from an “outperform” rating to a “peer perform” rating in a report on Monday, October 12th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Insmed currently has a consensus rating of “Moderate Buy” and a consensus price target of $196.70.

More Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Third-quarter revenue rose 268.4% year over year to $524.4 million, exceeding analyst expectations of approximately $500.4 million. The result was driven by BRINSUPRI revenue of $400.1 million, up 29% sequentially, while ARIKAYCE revenue reached $124.4 million. Insmed third-quarter financial results
• Positive Sentiment: Insmed raised its 2026 revenue outlook to $1.35 billion-$1.40 billion for BRINSUPRI and $460 million-$470 million for ARIKAYCE, signaling stronger-than-expected demand and execution. The company also launched BRINSUPRI in Japan. Insmed raises 2026 revenue outlook
• Positive Sentiment: Management said the U.S. BRINSUPRI launch continues to exceed expectations. Unusually heavy options activity, including call-option purchases more than twice the typical daily volume, may also be reinforcing bullish investor sentiment. Insmed Brinsupri sales report
• Negative Sentiment: Insmed reported a third-quarter loss of $0.46 per share, worse than the roughly $0.38 consensus estimate. The company remains unprofitable, so continued valuation support depends heavily on sustained BRINSUPRI growth and successful commercialization. Insmed third-quarter earnings report

Insider Activity

In other news, COO Roger Adsett sold 239,850 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $133.27, for a total value of $31,964,809.50. Following the sale, the chief operating officer directly owned 98,744 shares of the company’s stock, valued at $13,159,612.88. The trade was a 70.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director David R. Brennan sold 25,000 shares of the stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $124.00, for a total value of $3,100,000.00. Following the sale, the director directly owned 39,238 shares in the company, valued at $4,865,512. This trade represents a 38.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 2.10% of the stock is owned by company insiders.

Insmed Company Profile

Insmed Incorporated is a global biopharmaceutical company focused on developing and commercializing therapies for serious and rare diseases. The company concentrates on conditions with significant unmet medical needs, particularly in pulmonary and infectious diseases.

Insmed’s lead commercial product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled antibacterial therapy used in the United States for adults with refractory Mycobacterium avium complex lung disease as part of a combination antibacterial regimen.