Quantinno Capital Management LP Grows Stock Holdings in Insmed, Inc. $INSM

Key Points

• Quantinno Capital Management increased its Insmed holdings by 81.9% in the first quarter, owning 35,552 shares valued at approximately $5.8 million. Several other institutional investors also significantly expanded or initiated positions.
• Insmed reported strong quarterly results, with revenue of $425.5 million—up 296% year over year and above consensus—and a narrower-than-expected loss. BRINSUPRI revenue reached $309.2 million, prompting the company to raise its 2026 BRINSUPRI and total revenue guidance.
• Despite a consensus “Buy” rating and an average analyst price target of $207.04, Insmed remains unprofitable, while insiders have sold 54,590 shares worth about $5.8 million over the past 90 days.

Quantinno Capital Management LP raised its holdings in shares of Insmed, Inc. (NASDAQ:INSM - Free Report) by 81.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 35,552 shares of the biopharmaceutical company's stock after purchasing an additional 16,011 shares during the quarter. Quantinno Capital Management LP's holdings in Insmed were worth $5,814,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in INSM. iA Global Asset Management Inc. boosted its holdings in shares of Insmed by 15,973.5% in the 4th quarter. iA Global Asset Management Inc. now owns 26,682 shares of the biopharmaceutical company's stock worth $4,644,000 after purchasing an additional 26,516 shares during the period. Monashee Investment Management LLC bought a new stake in Insmed in the fourth quarter worth $8,702,000. Universal Beteiligungs und Servicegesellschaft mbH lifted its position in Insmed by 89.5% in the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 103,308 shares of the biopharmaceutical company's stock worth $17,981,000 after buying an additional 48,779 shares during the last quarter. Danske Bank A S boosted its stake in Insmed by 4,494.1% during the fourth quarter. Danske Bank A S now owns 110,258 shares of the biopharmaceutical company's stock worth $19,189,000 after buying an additional 107,858 shares during the period. Finally, Wealthfront Advisers LLC purchased a new position in Insmed during the fourth quarter worth $1,739,000.

Insider Activity at Insmed

In related news, COO Roger Adsett sold 2,370 shares of the business's stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $102.27, for a total value of $242,379.90. Following the completion of the sale, the chief operating officer owned 98,603 shares in the company, valued at approximately $10,084,128.81. The trade was a 2.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Michael Alexander Smith sold 6,149 shares of the stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $108.47, for a total value of $666,982.03. Following the completion of the transaction, the insider directly owned 41,613 shares in the company, valued at approximately $4,513,762.11. This trade represents a 12.87% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 54,590 shares of company stock valued at $5,793,738 over the last 90 days. 2.10% of the stock is currently owned by insiders.

Insmed Stock Up 33.9%

Shares of INSM opened at $132.55 on Friday. The firm has a fifty day moving average price of $104.66 and a 200-day moving average price of $129.22. The company has a current ratio of 4.47, a quick ratio of 4.10 and a debt-to-equity ratio of 0.80. The firm has a market capitalization of $28.73 billion, a P/E ratio of -23.05 and a beta of 0.81. Insmed, Inc. has a 12-month low of $90.39 and a 12-month high of $212.75.

Insmed (NASDAQ:INSM - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The biopharmaceutical company reported ($0.06) EPS for the quarter, topping the consensus estimate of ($0.67) by $0.61. Insmed had a negative net margin of 144.44% and a negative return on equity of 130.11%. The company had revenue of $425.49 million for the quarter, compared to the consensus estimate of $393.74 million. During the same quarter last year, the firm posted ($1.70) EPS. The firm's revenue was up 296.1% compared to the same quarter last year. Equities research analysts expect that Insmed, Inc. will post -2.43 earnings per share for the current year.

More Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Strong quarterly performance: Insmed reported second-quarter revenue of $425.5 million, well above the $393.7 million consensus estimate and up 296% from the prior year. The company’s loss was also narrower than expected, with reported results substantially better than the $0.69-per-share consensus estimate. Insmed Reports Second-Quarter 2026 Financial Results and Provides Business Update
• Positive Sentiment: BRINSUPRI momentum exceeded expectations: BRINSUPRI revenue reached $309.2 million, a 49% increase from the first quarter. Insmed raised its 2026 BRINSUPRI revenue guidance to $1.25 billion-$1.40 billion, while maintaining ARIKAYCE guidance of $450 million-$470 million. Total 2026 revenue guidance was issued at $1.7 billion-$1.9 billion. Insmed Raises BRINSUPRI Revenue Guidance
• Positive Sentiment: Higher long-term opportunity: The company increased its estimated peak revenue for its three lead programs to more than $14 billion, including over $7 billion for BRINSUPRI and over $6 billion for TPIP. This improved outlook helped drive a broader biotech-sector rally, with Insmed among the strongest performers. Insmed Catapults, Leading a Biotech Rally
• Neutral Sentiment: Investors traded 17,155 INSM call options, roughly 469% above average daily volume. The activity may reflect bullish positioning, but options volume alone does not confirm future performance.
• Negative Sentiment: Insmed remains unprofitable, with a negative net margin and return on equity. Continued investment in its pipeline and commercialization efforts means valuation remains dependent on sustained BRINSUPRI growth and successful future programs.

Analyst Ratings Changes

INSM has been the topic of several recent analyst reports. HC Wainwright reissued a "buy" rating and issued a $220.00 target price on shares of Insmed in a research note on Monday, July 20th. Royal Bank Of Canada cut their price target on shares of Insmed from $205.00 to $195.00 and set an "outperform" rating on the stock in a report on Friday, June 5th. JPMorgan Chase & Co. reduced their price objective on shares of Insmed from $180.00 to $179.00 and set an "overweight" rating on the stock in a research report on Monday, June 8th. Roth Capital reissued a "buy" rating on shares of Insmed in a research note on Monday, June 8th. Finally, Truist Financial dropped their target price on Insmed from $205.00 to $185.00 and set a "buy" rating for the company in a research report on Wednesday, May 13th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Insmed presently has a consensus rating of "Buy" and an average price target of $207.04.

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.

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