Handelsbanken Fonder AB Acquires 122,100 Shares of Insmed, Inc. $INSM

Handelsbanken Fonder AB boosted its holdings in shares of Insmed, Inc. (NASDAQ:INSM) by 180.9% in the second quarter, Holdings Channel.com reports. The fund owned 189,581 shares of the biopharmaceutical company’s stock after acquiring an additional 122,100 shares during the quarter. Handelsbanken Fonder AB’s holdings in Insmed were worth $20,213,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of Insmed by 5.7% during the fourth quarter. Vanguard Group Inc. now owns 21,076,344 shares of the biopharmaceutical company’s stock worth $3,668,127,000 after purchasing an additional 1,140,524 shares during the last quarter. Darwin Global Management Ltd. grew its holdings in shares of Insmed by 2.3% in the fourth quarter. Darwin Global Management Ltd. now owns 20,933,277 shares of the biopharmaceutical company’s stock worth $3,644,274,000 after purchasing an additional 475,832 shares during the last quarter. State Street Corp increased its stake in Insmed by 30.6% in the 4th quarter. State Street Corp now owns 5,201,744 shares of the biopharmaceutical company’s stock worth $905,312,000 after buying an additional 1,217,390 shares during the period. RTW Investments LP increased its stake in Insmed by 57.0% in the 4th quarter. RTW Investments LP now owns 4,842,879 shares of the biopharmaceutical company’s stock worth $842,855,000 after buying an additional 1,758,321 shares during the period. Finally, Geode Capital Management LLC lifted its holdings in Insmed by 14.4% during the 4th quarter. Geode Capital Management LLC now owns 4,299,052 shares of the biopharmaceutical company’s stock valued at $751,936,000 after buying an additional 539,625 shares in the last quarter.

Insider Buying and Selling

In related news, COO Roger Adsett sold 239,850 shares of the firm’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $133.27, for a total transaction of $31,964,809.50. Following the sale, the chief operating officer owned 98,744 shares of the company’s stock, valued at $13,159,612.88. This trade represents a 70.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Sara Bonstein sold 2,404 shares of Insmed stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $102.27, for a total value of $245,857.08. Following the completion of the transaction, the chief financial officer owned 69,082 shares in the company, valued at $7,065,016.14. This trade represents a 3.36% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 294,440 shares of company stock valued at $37,758,548. 2.10% of the stock is owned by insiders.

Key Stories Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: HC Wainwright maintained a Buy rating and raised its EPS forecasts across 2026–2030. Its estimates improved to losses of $0.31 per share for Q3 2026 and $0.49 for Q4, while forecasts increased to $1.62 for FY2027, $3.38 for FY2028 and $10.92 for FY2030. The upgrades suggest stronger expectations for Insmed’s commercial growth and eventual profitability.
• Positive Sentiment: Insmed partnered with a patient group on a bronchiectasis study, potentially strengthening patient engagement and the company’s clinical evidence base in a key disease area. Insmed partners patient group on bronchiectasis study
• Neutral Sentiment: The reported short-interest data showed zero shares and a zero-day days-to-cover ratio, indicating no meaningful short-position signal; however, the figures appear unreliable because the reported change was listed as “NaN.”
• Negative Sentiment: COO Roger Adsett sold 239,850 shares for approximately $32.0 million at an average price of $133.27, reducing his holdings by 70.84%. Although insider sales can reflect personal financial planning, the size of the transaction may raise concerns about insider conviction and add near-term selling pressure. Insider trading filing
• Negative Sentiment: JPMorgan reportedly lowered its expectations for Insmed’s stock price, a potentially bearish development that contrasts with HC Wainwright’s more constructive earnings outlook. Details of the revised target were not provided. JPMorgan lowers expectations for Insmed stock price

Insmed Price Performance

NASDAQ INSM opened at $132.28 on Thursday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 3.40 and a current ratio of 3.72. The firm’s 50 day moving average price is $106.86 and its 200-day moving average price is $128.44. Insmed, Inc. has a 52-week low of $90.39 and a 52-week high of $212.75. The company has a market cap of $28.89 billion, a PE ratio of -32.18 and a beta of 0.81.

Insmed (NASDAQ:INSM) last issued its quarterly earnings data on Thursday, August 6th. The biopharmaceutical company reported ($0.06) EPS for the quarter, topping analysts’ consensus estimates of ($0.67) by $0.61. The company had revenue of $425.49 million during the quarter, compared to the consensus estimate of $395.50 million. Insmed had a negative net margin of 76.94% and a negative return on equity of 123.94%. Insmed’s revenue for the quarter was up 296.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($1.70) earnings per share. Sell-side analysts forecast that Insmed, Inc. will post -1.85 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have commented on INSM. HC Wainwright restated a “buy” rating on shares of Insmed in a research note on Monday. Wells Fargo & Company lifted their price target on shares of Insmed from $161.00 to $169.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Jefferies Financial Group reissued a “buy” rating and issued a $175.00 price objective on shares of Insmed in a research note on Thursday, August 6th. UBS Group reaffirmed a “buy” rating and set a $172.00 target price on shares of Insmed in a research report on Friday, August 7th. Finally, Guggenheim dropped their price target on Insmed from $207.00 to $205.00 and set a “buy” rating on the stock in a research report on Friday, August 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Insmed presently has an average rating of “Buy” and an average target price of $205.52.

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.