Hillsdale Investment Management Inc. Sells 7,000 Shares of Insmed, Inc. $INSM

Hillsdale Investment Management Inc. decreased its position in Insmed, Inc. (NASDAQ:INSM) by 14.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,700 shares of the biopharmaceutical company’s stock after selling 7,000 shares during the period. Hillsdale Investment Management Inc.’s holdings in Insmed were worth $6,149,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of Insmed by 13.0% in the 3rd quarter. Vanguard Group Inc. now owns 19,935,820 shares of the biopharmaceutical company’s stock worth $2,870,957,000 after acquiring an additional 2,291,328 shares in the last quarter. Norges Bank bought a new stake in shares of Insmed during the 2nd quarter valued at about $194,728,000. Orbis Allan Gray Ltd acquired a new stake in Insmed during the second quarter worth approximately $153,389,000. Qube Research & Technologies Ltd bought a new stake in Insmed in the second quarter worth approximately $108,898,000. Finally, HRT Financial LP bought a new stake in Insmed in the second quarter worth approximately $73,426,000.

Insider Activity at Insmed

In related news, CEO William Lewis sold 19,215 shares of Insmed stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $169.00, for a total transaction of $3,247,335.00. Following the transaction, the chief executive officer owned 306,891 shares of the company’s stock, valued at $51,864,579. The trade was a 5.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Orlov S. Nicole Schaeffer sold 87,290 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $175.20, for a total value of $15,293,208.00. Following the completion of the sale, the insider directly owned 41,754 shares of the company’s stock, valued at $7,315,300.80. The trade was a 67.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 173,253 shares of company stock valued at $29,629,842 over the last 90 days. Insiders own 3.00% of the company’s stock.

Analysts Set New Price Targets

INSM has been the topic of a number of research analyst reports. Jefferies Financial Group set a $269.00 price target on Insmed in a report on Wednesday, December 10th. Roth Mkm raised shares of Insmed to a “strong-buy” rating in a research note on Friday, January 23rd. Leerink Partners restated an “outperform” rating on shares of Insmed in a report on Thursday, December 18th. HC Wainwright dropped their price objective 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. Finally, Guggenheim cut their price objective on shares of Insmed from $230.00 to $221.00 and set a “buy” rating on the stock in a research report on Thursday, December 18th. 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. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $207.86.

Insmed News Summary

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 Trading Up 2.4%

NASDAQ:INSM opened at $164.91 on Friday. 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, Inc. has a one year low of $60.40 and a one year high of $212.75. The company has a market cap of $35.17 billion, a PE ratio of -25.73 and a beta of 1.11. The firm has a 50-day moving average of $165.12 and a 200-day moving average of $163.52.

Insmed (NASDAQ:INSM) last released its quarterly earnings results on Thursday, February 19th. The biopharmaceutical company reported ($1.54) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.07) by ($0.47). The company had revenue of $263.84 million for the quarter, compared to analyst estimates of $263.97 million. Insmed had a negative net margin of 210.54% and a negative return on equity of 166.94%. Insmed’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, equities research analysts expect that Insmed, Inc. will post -4.56 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.