Insmed, Inc. $INSM Stock Position Raised by China Universal Asset Management Co. Ltd.

China Universal Asset Management Co. Ltd. boosted its position in shares of Insmed, Inc. (NASDAQ:INSM) by 17.0% during the third quarter, Holdings Channel reports. The firm owned 40,346 shares of the biopharmaceutical company’s stock after buying an additional 5,850 shares during the quarter. China Universal Asset Management Co. Ltd.’s holdings in Insmed were worth $4,665,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Virginia Estate & Retirement Planning Advisors Inc. purchased a new position in shares of Insmed in the third quarter valued at $29,000. SBI Securities Co. Ltd. boosted its position in shares of Insmed by 69.4% in the 3rd quarter. SBI Securities Co. Ltd. now owns 349 shares of the biopharmaceutical company’s stock worth $40,000 after buying an additional 143 shares in the last quarter. CX Institutional purchased a new stake in shares of Insmed in the 3rd quarter worth about $46,000. Harbor Investment Advisory LLC acquired a new stake in Insmed in the 2nd quarter valued at about $52,000. Finally, Whittier Trust Co. of Nevada Inc. grew its stake in Insmed by 86.6% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 444 shares of the biopharmaceutical company’s stock valued at $73,000 after acquiring an additional 206 shares during the last quarter.

Insmed Price Performance

INSM opened at $111.59 on Friday. Insmed, Inc. has a 52-week low of $90.39 and a 52-week high of $212.75. The company has a 50 day moving average of $112.91 and a two-hundred day moving average of $125.96. The company has a quick ratio of 3.40, a current ratio of 3.72 and a debt-to-equity ratio of 0.74. The company has a market cap of $24.37 billion, a P/E ratio of -27.15 and a beta of 0.83.

Insmed (NASDAQ:INSM) last posted its quarterly earnings data on Thursday, October 29th. The biopharmaceutical company reported ($0.46) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.38) by ($0.08). The firm had revenue of $524.43 million during the quarter, compared to analysts’ expectations of $500.36 million. Insmed had a negative net margin of 76.94% and a negative return on equity of 123.94%. The business’s quarterly revenue was up 268.4% on a year-over-year basis. During the same period in the previous year, the company earned ($1.75) earnings per share. On average, analysts expect that Insmed, Inc. will post -1.60 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on INSM shares. Weiss Ratings restated a “sell (d-)” rating on shares of Insmed in a report on Thursday, October 15th. BMO Capital Markets reissued an “outperform” rating on shares of Insmed in a research note on Tuesday, October 6th. Stifel Nicolaus set a $195.00 price objective on Insmed in a research report on Thursday. Morgan Stanley reduced their target price on Insmed from $218.00 to $213.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 21st. Finally, Bank of America reissued a “buy” rating and issued a $207.00 price target on shares of Insmed in a report on Monday, October 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Insmed presently has a consensus rating of “Moderate Buy” and an average price target of $196.70.

Insider Buying and Selling

In other news, Director David R. Brennan sold 25,000 shares of the business’s stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $124.00, for a total value of $3,100,000.00. Following the sale, the director owned 39,238 shares of the company’s stock, valued at approximately $4,865,512. The trade was a 38.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, COO Roger Adsett sold 239,850 shares of the stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $133.27, for a total transaction of $31,964,809.50. Following the completion of the sale, the chief operating officer owned 98,744 shares of the company’s stock, valued at approximately $13,159,612.88. The trade was a 70.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 2.10% of the company’s stock.

Insmed News Summary

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Insmed reported third-quarter revenue of $524.4 million, up 268.4% year over year and above the approximately $499 million analyst consensus. Insmed Reports Third-Quarter 2026 Financial Results and Provides Business Update
• Positive Sentiment: BRINSUPRI generated $400.1 million in revenue, a 29% increase from the second quarter, suggesting the U.S. launch is continuing to exceed expectations. ARIKAYCE revenue rose 9% year over year to $124.4 million.
• Positive Sentiment: The company raised its 2026 revenue guidance to $1.35 billion-$1.4 billion for BRINSUPRI and $460 million-$470 million for ARIKAYCE. It also launched BRINSUPRI in Japan, expanding the product’s commercial opportunity.
• Positive Sentiment: Insmed’s quarterly loss narrowed substantially to $0.46 per share from $1.75 per share a year earlier. Unusually heavy call-option activity, with purchases approximately 121% above average, reflected increased speculative bullish interest, though it is not a fundamental catalyst.
• Neutral Sentiment: Management’s earnings call and presentation focused on the continued rollout of BRINSUPRI and growth prospects for both marketed drugs, which investors will monitor as the company scales sales and moves toward profitability. Insmed Q3 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted earnings came in at a $0.46-per-share loss, missing the consensus estimate of roughly $0.39 per share. Insmed remains unprofitable, with a negative net margin and negative return on equity.
• Negative Sentiment: Raymond James recently reduced its price target from $187 to $173, signaling that some analysts see less near-term upside despite the stronger operating outlook. Raymond James Cuts Target for Insmed Stock

About Insmed

Insmed Incorporated is a global biopharmaceutical company focused on developing and commercializing therapies for serious and rare diseases. The company concentrates on conditions with significant unmet medical needs, particularly in pulmonary and infectious diseases.

Insmed’s lead commercial product is ARIKAYCE (amikacin liposome inhalation suspension), an inhaled antibacterial therapy used in the United States for adults with refractory Mycobacterium avium complex lung disease as part of a combination antibacterial regimen.