Swedbank AB Invests $10.36 Million in Insmed, Inc. $INSM

Key Points

• Swedbank AB opened a new position in Insmed, buying 59,552 shares worth about $10.36 million in the fourth quarter.
• Insmed’s stock was down 3.6% and traded at $101.17, well below its 50-day and 200-day moving averages, reflecting recent pressure on the shares.
• The company’s latest earnings showed better-than-expected EPS and strong revenue growth, with Q1 revenue up 229.7% year over year to about $306 million, though investors remain cautious due to sales missing some expectations and higher expenses.

Swedbank AB purchased a new position in shares of Insmed, Inc. (NASDAQ:INSM - Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 59,552 shares of the biopharmaceutical company's stock, valued at approximately $10,364,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CoreCap Advisors LLC purchased a new stake in shares of Insmed during the 4th quarter worth about $27,000. GraniteShares Advisors LLC purchased a new stake in shares of Insmed during the 4th quarter worth about $30,000. CIBC Private Wealth Group LLC raised its stake in shares of Insmed by 42.1% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 179 shares of the biopharmaceutical company's stock worth $26,000 after purchasing an additional 53 shares in the last quarter. Stone House Investment Management LLC purchased a new stake in shares of Insmed during the 3rd quarter worth about $29,000. Finally, SBI Securities Co. Ltd. raised its stake in shares of Insmed by 404.9% during the 3rd quarter. SBI Securities Co. Ltd. now owns 207 shares of the biopharmaceutical company's stock worth $30,000 after purchasing an additional 166 shares in the last quarter.

Insmed Stock Down 3.6%

Shares of INSM stock opened at $101.17 on Friday. The stock's 50 day simple moving average is $145.87 and its 200 day simple moving average is $165.46. The company has a debt-to-equity ratio of 0.76, a quick ratio of 3.54 and a current ratio of 3.83. Insmed, Inc. has a twelve month low of $64.85 and a twelve month high of $212.75. The company has a market capitalization of $21.84 billion, a price-to-earnings ratio of -17.60 and a beta of 0.89.

Insmed (NASDAQ:INSM - Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The biopharmaceutical company reported ($0.76) earnings per share for the quarter, beating analysts' consensus estimates of ($0.90) by $0.14. Insmed had a negative return on equity of 121.03% and a negative net margin of 144.44%.The business had revenue of $305.96 million for the quarter, compared to the consensus estimate of $300.81 million. During the same period last year, the business earned ($1.42) EPS. The firm's revenue was up 229.7% compared to the same quarter last year. As a group, research analysts predict that Insmed, Inc. will post -2.41 EPS for the current year.

Key Insmed News

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: Insmed reported Q1 EPS of -$0.76, beating estimates, and revenue rose 229.7% year over year to $306 million. The company also reiterated major 2026 commercial goals, including at least $1 billion in BRINSUPRI revenue and $450 million to $470 million in ARIKAYCE revenue. Article: Insmed Reports First-Quarter 2026 Financial Results and Provides Business Update
• Positive Sentiment: Analysts at Royal Bank of Canada and Wells Fargo cut their price targets but kept bullish ratings, signaling they still see meaningful upside from current levels. RBC lowered its target to $205 from $220 and Wells Fargo cut to $160 from $177. Article: Benzinga report on RBC price target cut Article: The Fly report on Wells Fargo price target cut
• Neutral Sentiment: Insmed also highlighted progress on its pipeline and commercialization efforts, including positive ENCORE study results for ARIKAYCE and the start of the PALM-PAH study for TPIP. These updates support the long-term story, but they are less likely to move the stock immediately. Article: Insmed Q1 2026 Financial Results and Business Update
• Negative Sentiment: The stock is under pressure because Q1 sales came in below expectations and the company’s implied 2026 revenue guidance was below consensus, raising concerns that launch momentum may not be matching investor hopes. Article: Insmed's Q1 Earnings Beat, Sales Miss Estimates, Stock Tanks 23%
• Negative Sentiment: Higher first-quarter expenses also weighed on sentiment, with market commentary pointing to increased costs as another reason investors sold the shares after earnings. Article: Insmed Shares Tumble Amid Higher 1Q Expenses

Analyst Upgrades and Downgrades

INSM has been the subject of a number of recent research reports. Wells Fargo & Company cut their price target on Insmed from $177.00 to $160.00 and set an "overweight" rating for the company in a research note on Friday. Bank of America raised their price target on Insmed from $211.00 to $213.00 and gave the stock a "buy" rating in a research note on Tuesday, March 24th. Stifel Nicolaus raised their price objective on Insmed from $205.00 to $208.00 and gave the company a "buy" rating in a research note on Tuesday, March 24th. Royal Bank Of Canada cut their price objective on Insmed from $220.00 to $205.00 and set an "outperform" rating on the stock in a research note on Friday. Finally, Mizuho raised their price objective on Insmed from $204.00 to $206.00 and gave the company an "outperform" rating in a research note on Wednesday, March 25th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and an average price target of $211.86.

Insiders Place Their Bets

In other Insmed news, CEO William Lewis sold 13,396 shares of Insmed stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $147.79, for a total value of $1,979,794.84. Following the transaction, the chief executive officer directly owned 301,185 shares of the company's stock, valued at $44,512,131.15. The trade was a 4.26% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Michael Alexander Smith sold 19,638 shares of Insmed stock in a transaction that occurred on Monday, March 30th. The stock was sold at an average price of $150.98, for a total value of $2,964,945.24. Following the completion of the transaction, the insider directly owned 51,871 shares in the company, valued at approximately $7,831,483.58. This represents a 27.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 174,589 shares of company stock valued at $27,441,807 in the last three months. Company insiders own 2.10% of the company's stock.

Insmed Company 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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