Sumitomo Mitsui DS Asset Management Company Ltd Acquires Shares of 22,303 Insmed, Inc. $INSM

Sumitomo Mitsui DS Asset Management Company Ltd acquired a new stake in shares of Insmed, Inc. (NASDAQ:INSM) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 22,303 shares of the biopharmaceutical company’s stock, valued at approximately $3,882,000.

A number of other hedge funds have also recently modified their holdings of the business. CIBC Private Wealth Group LLC boosted its holdings in shares of Insmed by 42.1% during the 3rd 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 boosted its holdings in shares of Insmed by 2.7% during the 3rd quarter. Kingsview Wealth Management LLC now owns 2,321 shares of the biopharmaceutical company’s stock valued at $334,000 after buying an additional 60 shares in the last quarter. Choreo LLC boosted its holdings in shares of Insmed by 2.9% during the 3rd quarter. Choreo LLC now owns 2,319 shares of the biopharmaceutical company’s stock valued at $334,000 after buying an additional 65 shares in the last quarter. ORG Partners LLC boosted its holdings in shares of Insmed by 12.7% during the 4th quarter. ORG Partners LLC now owns 657 shares of the biopharmaceutical company’s stock valued at $114,000 after buying an additional 74 shares in the last quarter. Finally, Spire Wealth Management boosted its holdings in shares of Insmed by 11.5% during the 3rd quarter. Spire Wealth Management now owns 777 shares of the biopharmaceutical company’s stock valued at $112,000 after buying an additional 80 shares in the last quarter.

Insmed Price Performance

Shares of NASDAQ INSM opened at $101.17 on Friday. Insmed, Inc. has a twelve month low of $64.85 and a twelve month high of $212.75. The firm has a market cap of $21.84 billion, a P/E ratio of -17.60 and a beta of 0.89. The company has a 50 day moving average of $145.87 and a 200 day moving average of $165.46. The company has a quick ratio of 3.54, a current ratio of 3.83 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 for the quarter, topping 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 company had revenue of $305.96 million during the quarter, compared to analyst estimates of $300.81 million. During the same period in the previous year, the business earned ($1.42) EPS. The firm’s revenue for the quarter was up 229.7% on a year-over-year basis. As a group, research analysts expect that Insmed, Inc. will post -2.41 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

INSM has been the topic of a number of research reports. Royal Bank Of Canada dropped their target price on shares of Insmed from $220.00 to $205.00 and set an “outperform” rating on the stock in a report on Friday. Morgan Stanley upgraded shares of Insmed from an “equal weight” rating to an “overweight” rating and boosted their target price for the company from $166.00 to $212.00 in a report on Monday, March 30th. Stifel Nicolaus boosted their target price on shares of Insmed from $205.00 to $208.00 and gave the company a “buy” rating in a report on Tuesday, March 24th. Guggenheim dropped their target price on shares of Insmed from $230.00 to $226.00 and set a “buy” rating on the stock in a report on Friday. Finally, Roth Mkm reiterated a “buy” rating and issued a $212.00 price target on shares of Insmed in a research note on Friday, April 17th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $211.86.

Trending Headlines about 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

Insider Buying and Selling

In related news, COO Roger Adsett sold 88,060 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $164.63, for a total value of $14,497,317.80. Following the completion of the transaction, the chief operating officer directly owned 106,810 shares in the company, valued at $17,584,130.30. The trade was a 45.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO William Lewis sold 13,396 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $147.79, for a total transaction of $1,979,794.84. Following the completion of the transaction, the chief executive officer owned 301,185 shares of the company’s stock, valued at approximately $44,512,131.15. The trade was a 4.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 174,589 shares of company stock worth $27,441,807 in the last three months. Insiders own 2.10% of the company’s stock.

About Insmed

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.