Truist Financial Corp Decreases Position in Insmed, Inc. $INSM

Truist Financial Corp lowered its stake in shares of Insmed, Inc. (NASDAQ:INSM) by 59.7% in the 4th quarter, HoldingsChannel reports. The firm owned 15,733 shares of the biopharmaceutical company’s stock after selling 23,330 shares during the quarter. Truist Financial Corp’s holdings in Insmed were worth $2,738,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Elite Wealth Management Inc. bought a new position in Insmed in the 4th quarter worth approximately $209,000. PKO Investment Management Joint Stock Co bought a new position in Insmed in the 4th quarter valued at $1,967,000. Strs Ohio boosted its holdings in Insmed by 76.6% in the 4th quarter. Strs Ohio now owns 52,016 shares of the biopharmaceutical company’s stock valued at $9,053,000 after purchasing an additional 22,562 shares during the period. PFA Pension Forsikringsaktieselskab bought a new position in Insmed in the 4th quarter valued at $8,414,000. Finally, Fifth Third Bancorp boosted its holdings in Insmed by 5,866.7% in the 4th quarter. Fifth Third Bancorp now owns 358 shares of the biopharmaceutical company’s stock valued at $62,000 after purchasing an additional 352 shares during the period.

Analyst Ratings Changes

Several research analysts have commented on INSM shares. HC Wainwright reissued a “buy” rating on shares of Insmed in a report on Friday. Wells Fargo & Company cut their price target on shares of Insmed from $177.00 to $160.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Barclays raised their price target on shares of Insmed from $231.00 to $237.00 and gave the company an “overweight” rating in a report on Wednesday, April 1st. Weiss Ratings reissued a “sell (d-)” rating on shares of Insmed in a report on Tuesday, April 21st. Finally, Royal Bank Of Canada dropped their price objective on shares of Insmed from $220.00 to $205.00 and set an “outperform” rating for the company in a report on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Insmed currently has a consensus rating of “Buy” and an average price target of $211.86.

Trending Headlines about Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Insmed’s shares rebounded as investors bought the dip after the stock hit a 10-month low, suggesting some traders see value at lower levels. Insmed (INSM) Soars on Bargain-Hunting After 10-Month Low
• Positive Sentiment: HC Wainwright reiterated a Buy rating and raised near-term FY2026, Q2 2026 and Q3 2026 earnings estimates, which can help reinforce confidence in Insmed’s long-term growth story. Insmed analyst estimate updates
• Neutral Sentiment: Insmed also presented at the Bank of America Global Healthcare Conference 2026, which keeps the company in focus but did not include any clearly reported new catalyst in the provided transcript title. Insmed Presents at Bank of America Global Healthcare Conference 2026 Transcript
• Negative Sentiment: Some longer-term earnings estimates were lowered, including FY2027, FY2028, FY2029 and FY2030, indicating analysts still see meaningful profitability risk and potentially tempering enthusiasm. Insmed analyst estimate updates

Insider Transactions at Insmed

In other news, CEO William Lewis sold 10,699 shares of Insmed stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $143.97, for a total transaction of $1,540,335.03. Following the completion of the sale, the chief executive officer directly owned 301,185 shares of the company’s stock, valued at approximately $43,361,604.45. The trade was a 3.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Roger Adsett sold 88,060 shares of Insmed stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $164.63, for a total transaction of $14,497,317.80. Following the sale, the chief operating officer directly owned 106,810 shares of the company’s stock, valued at $17,584,130.30. This represents a 45.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 161,193 shares of company stock valued at $25,462,012. Insiders own 2.10% of the company’s stock.

Insmed Stock Performance

NASDAQ INSM opened at $116.00 on Wednesday. Insmed, Inc. has a 52-week low of $64.85 and a 52-week high of $212.75. The company has a debt-to-equity ratio of 0.80, a quick ratio of 4.10 and a current ratio of 4.47. The company has a market capitalization of $25.14 billion, a P/E ratio of -20.17 and a beta of 0.89. The company has a fifty day moving average of $143.34 and a 200-day moving average of $164.25.

Insmed (NASDAQ:INSM) last posted its quarterly earnings data on Thursday, May 7th. The biopharmaceutical company reported ($0.76) earnings per share (EPS) 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 130.11%. The company had revenue of $305.96 million during the quarter, compared to the consensus estimate of $300.81 million. During the same period in the previous year, the firm posted ($1.42) EPS. The firm’s revenue was up 229.7% compared to the same quarter last year. As a group, equities research analysts predict that Insmed, Inc. will post -2.56 EPS for the current fiscal 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.