Comerica Bank Has $1.28 Million Stock Position in Insmed, Inc. $INSM

Comerica Bank cut its position in shares of Insmed, Inc. (NASDAQ:INSM) by 95.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 7,337 shares of the biopharmaceutical company’s stock after selling 154,467 shares during the quarter. Comerica Bank’s holdings in Insmed were worth $1,277,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of INSM. CIBC Private Wealth Group LLC lifted its stake in shares of Insmed by 42.1% in the third quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company’s stock valued at $26,000 after buying an additional 53 shares in the last quarter. Kingsview Wealth Management LLC increased its holdings in Insmed by 2.7% during the third quarter. Kingsview Wealth Management LLC now owns 2,321 shares of the biopharmaceutical company’s stock worth $334,000 after buying an additional 60 shares during the last quarter. Choreo LLC increased its stake in shares of Insmed by 2.9% in the third quarter. Choreo LLC now owns 2,319 shares of the biopharmaceutical company’s stock worth $334,000 after purchasing an additional 65 shares in the last quarter. ORG Partners LLC grew its stake in Insmed by 12.7% during the fourth quarter. ORG Partners LLC now owns 657 shares of the biopharmaceutical company’s stock valued at $114,000 after acquiring an additional 74 shares in the last quarter. Finally, Spire Wealth Management lifted its position in Insmed by 11.5% during the third quarter. Spire Wealth Management now owns 777 shares of the biopharmaceutical company’s stock valued at $112,000 after purchasing an additional 80 shares during the last quarter.

Insider Buying and Selling at Insmed

In other Insmed news, COO Roger Adsett sold 88,060 shares of Insmed stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $164.63, for a total transaction of $14,497,317.80. Following the completion of the transaction, the chief operating officer directly owned 106,810 shares of the company’s stock, valued at $17,584,130.30. The trade was a 45.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Michael Alexander Smith sold 19,638 shares of Insmed stock in a transaction on Monday, March 30th. The stock was sold at an average price of $150.98, for a total transaction of $2,964,945.24. Following the transaction, the insider directly owned 51,871 shares of the company’s stock, valued at $7,831,483.58. The trade was a 27.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 174,589 shares of company stock worth $27,441,807 over the last 90 days. 2.10% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research analysts recently commented on INSM shares. Truist Financial set a $205.00 target price on shares of Insmed in a research note on Monday, January 12th. Bank of America boosted their price objective on shares of Insmed from $211.00 to $213.00 and gave the company a “buy” rating in a research report on Tuesday, March 24th. Morgan Stanley raised shares of Insmed from an “equal weight” rating to an “overweight” rating and upped their target price for the stock from $166.00 to $212.00 in a research report on Monday, March 30th. Roth Mkm reaffirmed a “buy” rating and issued a $212.00 target price on shares of Insmed in a research report on Friday, April 17th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Insmed in a research report on Tuesday, April 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $211.86.

Key Stories Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Insmed reported Q1 EPS of -$0.76, beating estimates, and revenue rose 229.7% year over year to $306 million. The company also reiterated major 2026 commercial goals, including at least $1 billion in BRINSUPRI revenue and $450 million to $470 million in ARIKAYCE revenue. Article: Insmed Reports First-Quarter 2026 Financial Results and Provides Business Update
• Positive Sentiment: Analysts at Royal Bank of Canada and Wells Fargo cut their price targets but kept bullish ratings, signaling they still see meaningful upside from current levels. RBC lowered its target to $205 from $220 and Wells Fargo cut to $160 from $177. Article: Benzinga report on RBC price target cut Article: The Fly report on Wells Fargo price target cut
• Neutral Sentiment: Insmed also highlighted progress on its pipeline and commercialization efforts, including positive ENCORE study results for ARIKAYCE and the start of the PALM-PAH study for TPIP. These updates support the long-term story, but they are less likely to move the stock immediately. Article: Insmed Q1 2026 Financial Results and Business Update
• Negative Sentiment: The stock is under pressure because Q1 sales came in below expectations and the company’s implied 2026 revenue guidance was below consensus, raising concerns that launch momentum may not be matching investor hopes. Article: Insmed’s Q1 Earnings Beat, Sales Miss Estimates, Stock Tanks 23%
• Negative Sentiment: Higher first-quarter expenses also weighed on sentiment, with market commentary pointing to increased costs as another reason investors sold the shares after earnings. Article: Insmed Shares Tumble Amid Higher 1Q Expenses

Insmed Trading Down 3.6%

Insmed stock opened at $101.17 on Friday. The firm has a 50 day moving average of $145.87 and a 200 day moving average of $165.46. The firm has a market capitalization of $21.84 billion, a price-to-earnings ratio of -17.60 and a beta of 0.89. Insmed, Inc. has a 12-month low of $64.85 and a 12-month high of $212.75. The company has a current ratio of 3.83, a quick ratio of 3.54 and a debt-to-equity ratio of 0.76.

Insmed (NASDAQ:INSM) last announced its quarterly earnings data on Thursday, May 7th. The biopharmaceutical company reported ($0.76) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.90) by $0.14. Insmed had a negative net margin of 144.44% and a negative return on equity of 121.03%. The business had revenue of $305.96 million during the quarter, compared to analyst estimates of $300.81 million. During the same period last year, the firm posted ($1.42) EPS. The company’s revenue was up 229.7% on a year-over-year basis. As a group, research analysts predict that Insmed, Inc. will post -2.41 earnings per share for the current year.

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.