Insmed, Inc. $INSM Shares Newly Acquired by Motley Fool Asset Management LLC

Key Points

• Motley Fool Asset Management acquired 17,817 Insmed shares worth approximately $2.03 million in the third quarter, joining several institutional investors that recently increased or initiated positions.
• Insmed reported third-quarter revenue of $524.4 million, up 268.4% year over year and above estimates, driven by BRINSUPRI revenue of $400.1 million. The company raised its 2026 revenue guidance for BRINSUPRI and ARIKAYCE and launched BRINSUPRI in Japan.
• Despite strong revenue growth, Insmed remains unprofitable: its $0.46-per-share adjusted loss exceeded consensus expectations, while Raymond James lowered its price target to $173. Analysts nevertheless maintain a broadly positive outlook, with a “Moderate Buy” consensus and an average target of $196.70.

Motley Fool Asset Management LLC purchased a new position in shares of Insmed, Inc. (NASDAQ:INSM - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 17,817 shares of the biopharmaceutical company's stock, valued at approximately $2,034,000.

Other hedge funds have also recently modified their holdings of the company. Sei Investments Co. raised its holdings in shares of Insmed by 56.8% during the first quarter. Sei Investments Co. now owns 1,395,794 shares of the biopharmaceutical company's stock valued at $228,239,000 after acquiring an additional 505,624 shares during the last quarter. Bank of New York Mellon Corp purchased a new position in shares of Insmed in the second quarter valued at approximately $139,966,000. Assenagon Asset Management S.A. lifted its position in shares of Insmed by 480.4% in the third quarter. Assenagon Asset Management S.A. now owns 1,266,788 shares of the biopharmaceutical company's stock valued at $144,591,000 after acquiring an additional 1,048,518 shares in the last quarter. NWI Management LP boosted its stake in shares of Insmed by 2.6% in the first quarter. NWI Management LP now owns 1,014,000 shares of the biopharmaceutical company's stock worth $165,809,000 after acquiring an additional 25,540 shares during the last quarter. Finally, Principal Financial Group Inc. boosted its stake in shares of Insmed by 18.8% in the first quarter. Principal Financial Group Inc. now owns 916,464 shares of the biopharmaceutical company's stock worth $149,860,000 after acquiring an additional 145,106 shares during the last quarter.

More Insmed News

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

Insmed Stock Up 15.1%

INSM stock opened at $111.59 on Friday. The company has a market cap of $24.37 billion, a price-to-earnings ratio of -27.15 and a beta of 0.83. The company has a current ratio of 3.72, a quick ratio of 3.40 and a debt-to-equity ratio of 0.74. Insmed, Inc. has a 12 month low of $90.39 and a 12 month high of $212.75. The firm has a 50-day moving average of $112.91 and a two-hundred day moving average of $125.96.

Insmed (NASDAQ:INSM - Get Free Report) last released its earnings results 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 business had revenue of $524.43 million during the quarter, compared to analysts' expectations of $500.36 million. Insmed had a negative return on equity of 123.94% and a negative net margin of 76.94%. The company's revenue for the quarter was up 268.4% compared to the same quarter last year. During the same period last year, the business earned ($1.75) earnings per share. As a group, analysts forecast that Insmed, Inc. will post -1.60 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

INSM has been the subject of several research reports. Mizuho set a $154.00 price target on Insmed in a research report on Thursday. Roth Capital reissued a "buy" rating and issued a $198.00 price objective (down from $212.00) on shares of Insmed in a research note on Tuesday, September 15th. Jefferies Financial Group restated a "buy" rating and issued a $175.00 price objective on shares of Insmed in a report on Thursday, August 6th. Stifel Nicolaus set a $195.00 target price on shares of Insmed in a research note on Thursday. Finally, BMO Capital Markets reaffirmed an "outperform" rating on shares of Insmed in a research note on Tuesday, October 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $196.70.

Insider Activity at Insmed

In related news, Director David Brennan sold 25,000 shares of Insmed stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $124.00, for a total transaction of $3,100,000.00. Following the transaction, the director owned 39,238 shares in the company, valued at approximately $4,865,512. This trade represents a 38.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, COO Roger Adsett sold 239,850 shares of the business's stock in a transaction on Monday, August 10th. The stock was sold at an average price of $133.27, for a total value of $31,964,809.50. Following the transaction, the chief operating officer directly owned 98,744 shares in the company, valued at $13,159,612.88. This trade represents a 70.84% decrease in their position. The disclosure for this sale is available in the SEC filing. 2.10% of the stock is currently owned by company insiders.

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.

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