Insmed, Inc. $INSM Shares Sold by GSA Capital Partners LLP

GSA Capital Partners LLP reduced its stake in Insmed, Inc. (NASDAQ:INSM) by 38.1% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 6,014 shares of the biopharmaceutical company’s stock after selling 3,707 shares during the quarter. GSA Capital Partners LLP’s holdings in Insmed were worth $866,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in Insmed by 13.0% in the 3rd quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock valued at $2,870,957,000 after purchasing an additional 2,291,328 shares during the last quarter. Artisan Partners Limited Partnership raised its holdings in shares of Insmed by 3.0% in the 2nd quarter. Artisan Partners Limited Partnership now owns 3,314,341 shares of the biopharmaceutical company’s stock valued at $333,555,000 after buying an additional 97,073 shares during the period. Norges Bank purchased a new stake in shares of Insmed in the 2nd quarter valued at $194,728,000. Orbis Allan Gray Ltd acquired a new position in Insmed during the 2nd quarter worth about $153,389,000. Finally, Eventide Asset Management LLC lifted its stake in Insmed by 1.3% during the 2nd quarter. Eventide Asset Management LLC now owns 1,196,494 shares of the biopharmaceutical company’s stock worth $120,411,000 after acquiring an additional 14,819 shares in the last quarter.

Key Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Management set BRINSUPRI 2026 revenue guidance of at least $1 billion and reiterated ARIKAYCE 2026 guidance of $450–$470 million; company highlighted progressing Phase 3/2b readouts and ended 2025 with about $1.4 billion in cash — this raises upside expectations for drug sales and reinforces near-term funding for the pipeline. Insmed Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Brokerage activity and analyst views turned constructive (Roth/MKM initiation/coverage and bullish price-target revisions), which can amplify buying interest and support higher price targets. Insmed (INSM) Poised for 2026 Upside With Potential $1.3B Arikayce Sales Boost, Roth/MKM Initiates Buy
• Positive Sentiment: Market reaction to the BRINSUPRI guidance and 2026 sales outlook has been favorable — several outlets note a notable intraday jump as investors price in stronger drug revenue cadence. Insmed Lags on Q4 Earnings, Stock Gains on 2026 Brinsupri Sales View
• Neutral Sentiment: Options-market activity has picked up around INSM — increased options volume and positioning can magnify intraday moves but doesn’t change fundamentals. Traders should watch open interest and skew for near-term volatility signals. A Closer Look at Insmed’s Options Market Dynamics
• Neutral Sentiment: Earnings call slides and full Q4 transcript are available for investors who want granular detail on cost drivers, commercialization cadence, and trial timelines; reviewing management commentary can help validate the sustainability of the $1B BRINSUPRI guide. Insmed Incorporated 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Recent short-interest reporting appears anomalous (data show zero shares), so don’t read too much into the published short-interest statistic until filings/data providers correct it. (Watch confirmed regulatory filings for accurate short interest.)
• Negative Sentiment: Q4 EPS missed expectations (reported loss wider than consensus) and the company showed negative margins and rising expenses — this underscores execution and cost pressures that could temper profitability even as revenue grows rapidly. Insmed (INSM) Reports Q4 Loss, Lags Revenue Estimates
• Negative Sentiment: Despite strong top-line growth (year-over-year revenue up >150%), profitability remains negative and the company noted higher operating expenses tied to commercialization and pipeline advancement — investors should weigh growth vs. margin trajectory. Insmed earnings missed by $0.37, revenue topped estimates

Insmed Stock Performance

NASDAQ INSM opened at $164.91 on Friday. The company has a fifty day moving average of $165.12 and a two-hundred day moving average of $163.16. The company has a market capitalization of $35.17 billion, a PE ratio of -25.73 and a beta of 1.11. Insmed, Inc. has a 1 year low of $60.40 and a 1 year high of $212.75. The company has a debt-to-equity ratio of 0.59, a current ratio of 4.63 and a quick ratio of 4.34.

Insmed (NASDAQ:INSM) last posted its earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) EPS for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). The firm had revenue of $263.84 million for the quarter, compared to analyst estimates of $263.97 million. Insmed had a negative return on equity of 166.94% and a negative net margin of 210.54%.The firm’s revenue for the quarter was up 152.6% on a year-over-year basis. During the same quarter last year, the firm posted ($1.32) EPS. As a group, analysts expect that Insmed, Inc. will post -4.56 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on INSM. Roth Mkm raised Insmed to a “strong-buy” rating in a research report on Friday, January 23rd. HC Wainwright reduced their target price on shares of Insmed from $240.00 to $230.00 and set a “buy” rating on the stock in a report on Thursday, December 18th. Weiss Ratings reissued a “sell (d-)” rating on shares of Insmed in a research report on Thursday, January 22nd. Guggenheim cut their price objective on Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a research report on Thursday, December 18th. Finally, Wells Fargo & Company reduced their price objective on Insmed from $234.00 to $208.00 and set an “overweight” rating on the stock in a research note on Friday. Three research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $207.86.

Insider Transactions at Insmed

In other news, CEO William Lewis sold 13,396 shares of Insmed stock in a transaction on Monday, February 9th. The shares were sold at an average price of $147.79, for a total value of $1,979,794.84. Following the transaction, the chief executive officer directly owned 301,185 shares of the company’s stock, valued at $44,512,131.15. The trade was a 4.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Roger Adsett sold 791 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $156.17, for a total transaction of $123,530.47. Following the completion of the sale, the chief operating officer owned 106,810 shares of the company’s stock, valued at approximately $16,680,517.70. This trade represents a 0.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 173,253 shares of company stock worth $29,629,842 in the last three months. Corporate insiders own 3.00% of the company’s stock.

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.