Proposed Common stock sale by INSM (NASDAQ: INSM) with insider William Lewis activity
INSM has filed a Form 144, indicating a proposed common stock sale on April 6, 2026. The filing identifies William Lewis as the insider seller and details multiple reported sales between January 6, 2026, and March 19, 2026, with specific share counts for each transaction. This document provides transparency regarding planned and past stock-plan related activities by an insider.
Aberdeen Group plc Buys 18,490 Shares of Insmed, Inc. $INSM
Aberdeen Group plc increased its stake in Insmed, Inc. by 7.9% in the fourth quarter, purchasing 18,490 additional shares to hold a total of 253,112 shares valued at approximately $44.05 million. This comes as Insmed reported a Q4 EPS of -$1.54, missing estimates, and despite significant insider selling totaling over $33.7 million in the past 90 days. Despite the mixed financial performance and insider sales, some Wall Street analysts maintain a "buy" rating with a consensus target price of $212.67 for Insmed.
141,517 Shares in Insmed, Inc. $INSM Purchased by Perpetual Ltd
Perpetual Ltd recently acquired 141,517 shares of Insmed, Inc. ($INSM) for approximately $24.63 million, taking its stake to 0.07%. Despite significant insider selling within the last three months, totaling over $33.7 million, analysts maintain a "Buy" rating with an average target price of $212.67. Insmed's latest quarterly earnings missed EPS estimates, reporting -$1.54 compared to an estimated -$1.07, though revenue increased by 152.6% year-over-year and closely met expectations.
October Effect Ltd Acquires Shares of 12,121 Insmed, Inc. $INSM
October Effect Ltd has initiated a new position in Insmed, Inc. (NASDAQ:INSM) by purchasing 12,121 shares valued at approximately $2.11 million, making it their 14th-largest holding. This comes amidst significant insider selling, with COO Roger Adsett selling over $14 million worth of shares. Despite the company missing quarterly EPS estimates, analysts maintain a "Buy" rating with an average price target of $212.67.
Insmed, Inc. $INSM Shares Acquired by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC significantly increased its stake in Insmed, Inc. by 67.6% in the fourth quarter, highlighting institutional accumulation. Despite this, company insiders, including the COO and CEO, have sold a substantial number of shares recently. Insmed missed its EPS estimates but saw a 152.6% year-over-year revenue increase, with analysts maintaining a "Buy" rating and an average target price of $212.67.
Roger Adsett Sells 88,060 Shares of Insmed (NASDAQ:INSM) Stock
Roger Adsett, COO of Insmed (NASDAQ:INSM), sold 88,060 shares of company stock on April 1st for approximately $14.5 million, significantly reducing his direct ownership. This transaction follows other stock sales by Adsett earlier in the year. Insmed recently reported a quarterly EPS miss and a substantial increase in revenue, while analysts maintain a consensus "Buy" rating for the stock.
Insmed (INSM) COO exercises options, sells 88,060 preplanned shares
Insmed Inc COO Roger Adsett exercised options to acquire 88,060 shares of common stock at $14.56 per share and simultaneously sold all these shares in open-market transactions under a pre-arranged Rule 10b5-1 trading plan. The shares were sold at weighted average prices ranging from $163.18 to $164.95, resulting in total proceeds of approximately $14.5 million. Following these transactions, Adsett directly holds 106,810 shares of Insmed common stock.
Insmed (NASDAQ:INSM) Insider Michael Alexander Smith Sells 19,638 Shares
Insmed (NASDAQ:INSM) insider Michael Alexander Smith sold 19,638 shares of the company's stock on March 30th for approximately $2.96 million. This transaction reduced his position by 27.46%, and he now directly owns 51,871 shares valued at about $7.83 million. The sale follows previous insider transactions, while the company reported missing EPS estimates but saw significant revenue growth.
Insmed, Inc. (NASDAQ:INSM) Receives Average Rating of "Buy" from Analysts
Insmed, Inc. (NASDAQ:INSM) has an average "Buy" rating from 24 brokerages, with a mean 12-month price target of $212.67. The company recently reported Q4 EPS of ($1.54), missing estimates, while revenue of $263.8 million was largely in line and up 152.6% year-over-year. Despite deeply negative net margin and ROE, analysts generally maintain a favorable outlook for the biopharmaceutical firm, although some insiders have sold shares recently.
INSM (NASDAQ: INSM) insider lists proposed Common share sales in Form 144
A recently filed Form 144 indicates that Roger Adsett, an insider at INSMED Inc. (NASDAQ: INSM), plans to sell a total of 5,081 common shares across four different dates in early 2026. These proposed sales, categorized under "Stock Plan Activity," are procedural disclosures and do not confirm that the transactions have been completed. Further confirmation would require subsequent filings such as Form 4 or Form 5.
Barclays Raises Price Target for Insmed (INSM) to $237 | INSM St
Barclays has increased its price target for Insmed (INSM) to $237.00 from $231.00, maintaining an "Overweight" rating, which reflects continued positive sentiment. This follows several other analyst upgrades and maintained positive ratings in March 2026. Analysts project an average target price of $212.23 for INSM, indicating a 28.89% upside from its current price, while GuruFocus estimates a fair value of $287.30, suggesting a 74.48% upside.
Options Bulls Could Be Right About This Pharma Stock
Insmed Inc (NASDAQ:INSM) shares are showing bullish signs with a recent price-target hike and a "crossover" event with its 80-day moving average, signaling potential gains. Options traders are overwhelmingly bullish, and the stock's low Schaeffer's Volatility Index suggests low volatility expectations, despite a history of higher realized volatility. These factors indicate a positive outlook for INSM.
Insmed (INSM) Soars 5.5%: Is Further Upside Left in the Stock?
Insmed (INSM) shares rallied 5.5% in the last trading session, closing at $153.32, attributed to higher-than-average trading volume and positive data from a rival's late-stage study validating the therapeutic potential of treprostinil in IPF. The company is developing its own once-daily treprostinil prodrug for IPF and is expected to start a late-stage study in H2 2026, with an anticipated strong revenue growth of 222.7% for its upcoming quarterly report. The stock currently holds a Zacks Rank #3 (Hold), influenced by marginally higher consensus EPS estimates over the past 30 days.
INSMED (INSM) CLO exercises options and sells 19,638 shares under 10b5-1 plan
INSMED's Chief Legal Officer, Michael Alexander Smith, exercised stock options for 19,638 shares and subsequently sold the same number of shares on March 30, 2026, as part of a pre-planned Rule 10b5-1 trading plan. The options were exercised at prices of $17.07 and $27.89 per share, and the shares were sold at $150.98 per share. Following these transactions, Smith directly owns 51,871 shares of INSMED common stock.
Insmed Shares Surge as Arikayce Trial Results Boost Investor Confidence
Insmed's stock surged by 5.52% following positive Phase 3b ENCORE trial results for Arikayce, a new therapy for MAC lung infection. The drug met its primary and secondary endpoints, leading analysts to raise price targets and anticipate significant revenue growth and label expansion in the U.S. and Japan. This development positions Arikayce as a potential first-line treatment and could be a major commercial success for Insmed.
Leerink reiterates Insmed stock rating on TPIP franchise potential
Leerink Partners has reiterated an Outperform rating and a $215 price target on Insmed Inc. (NASDAQ:INSM), believing the market undervalues the company's treprostinil palmitil inhalation powder (TPIP) franchise. The firm projects Brinsupri sales to exceed $1 billion in 2026 and expects the TPIP franchise to become a multi-blockbuster pillar with peak sales of almost $5 billion across various pulmonary indications. Leerink considers Insmed a top pick for 2026, citing positive competitor data in idiopathic pulmonary fibrosis providing favorable read-through to Insmed’s TPIP program.
Insmed (INSM) jumps as Morgan Stanley raises PT by 28%
Insmed's stock price saw a significant 28% increase following an announcement from Morgan Stanley. This upgrade reflects a positive outlook on the company's future performance by the investment bank.
10 Stocks Leaving the Market in the Dust Today: Insmed, FMC, Alcoa, and More
Ten stocks outperformed a mostly pessimistic broader market on Monday, driven by factors like anticipated dividend payments, analyst ratings, and macroeconomic news. The article highlights the top 10 performing companies with market capitalizations over $2 billion and trading volumes exceeding 5 million shares, detailing the reasons behind their gains, such as upcoming vehicle delivery updates for NIO and a positive reaction to petrochemical shortage news for Dow Inc. Other companies like Americold, Palo Alto Networks, and Insmed also saw significant gains due to dividends, insider buying, and analyst upgrades, respectively.
Insmed Faces Pivotal Year Amid Leadership Share Sales
Insmed (NASDAQ:INSM) is at a critical point with positive clinical trial data for its lung therapy Arikayce, despite significant stock sales by top executives. The company plans to submit regulatory applications for Arikayce in the US and Japan in the second half of 2026, which could significantly boost revenue. While institutional holdings show mixed activity and insider selling raises concerns, analysts generally maintain a positive outlook on the stock.
Insmed (INSM) Jumps as Morgan Stanley Raises PT by 28%
Insmed Inc. (INSM) saw its stock jump 5.52% after Morgan Stanley upgraded its price target by 28% to $212 and its rating to "overweight." The upgrade is driven by optimism surrounding Insmed's Brinsupri bronchiectasis treatment, with a survey showing high prescription rates and expected growth. Morgan Stanley believes Brinsupri's launch is demonstrating strong durability and depth.
[144] INSMED Inc SEC Filing
INSMED Inc. has filed a Form 144 SEC notice, indicating proposed sales of Common Stock by an insider, Michael Smith. The filing details multiple disposition dates in Q1 2026, including 24,774 shares on February 24, 2026, and other smaller lots in January and February. This is a routine regulatory notice regarding planned insider dispositions rather than a confirmation of executed sales.
Equities Analysts Issue Forecasts for Insmed Q2 Earnings
Equities analysts have released their forecasts for Insmed's (NASDAQ:INSM) Q2 earnings, with HC Wainwright raising its EPS estimate to ($1.00) and maintaining a Buy rating with a $245 target. Despite a larger-than-expected Q1 earnings loss, the biopharmaceutical company saw revenue growth and continues to receive largely positive ratings from analysts, holding a consensus "Buy" with an average price target of $210.19. Insider selling of approximately 189,651 shares worth $31.5 million was noted in the past 90 days.
SG Americas Securities LLC Buys 49,356 Shares of Insmed, Inc. $INSM
SG Americas Securities LLC significantly increased its stake in Insmed, Inc. (NASDAQ:INSM) by 283.6% in the fourth quarter, purchasing 49,356 additional shares to bring its total holdings to 66,762 shares valued at approximately $11.62 million. This move comes amidst broadly positive analyst sentiment with an average "Buy" rating and a target price of $210.19, despite notable insider selling during the last quarter where insiders sold 189,651 shares worth about $31.53 million. The biopharmaceutical company recently reported its Q4 earnings, missing consensus EPS estimates while revenue showed a substantial year-over-year increase of 152.6%.
Positive Phase 3b study update sees Insmed stock drop 1.56%
Insmed's stock dropped 1.56% to $145.30 despite reporting positive topline results from its Phase 3b study for MAC lung infection. Technical indicators show mixed momentum with short-term upside bias, but medium to long-term resistance and signals for consolidation or a modest pullback are more likely than a sustained price increase. The stock is expected to trade between $142.00 and $148.50 next week.
Nordea Investment Management AB Makes New Investment in Insmed, Inc. $INSM
Nordea Investment Management AB has acquired a new stake of 20,008 shares in Insmed, Inc. ($INSM) during the fourth quarter, valued at approximately $3.492 million. Insmed reported a Q4 EPS miss, negative net margin, and significant insider selling, yet many analysts maintain a "Buy" rating on the stock with a consensus target price of $210.19. The company also saw increased institutional investment from several other firms.
Vanguard disaggregates holdings; Insmed (NASDAQ: INSM) shows 0 shares
The Vanguard Group filed an amendment to its Schedule 13G/A for Insmed (NASDAQ: INSM), reporting zero beneficial ownership of Insmed Common Stock. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report beneficial ownership separately. As a result, Vanguard explicitly states no sole or shared voting or dispositive power over Insmed shares.
Assenagon Asset Management S.A. Sells 22,419 Shares of Insmed, Inc. $INSM
Assenagon Asset Management S.A. reduced its stake in Insmed, Inc. (NASDAQ:INSM) by 17.3% in the fourth quarter, selling 22,419 shares and holding 106,826 shares valued at $18.59 million. Despite missing Q1 EPS estimates, Insmed saw revenue jump 152.6% year-over-year and has received positive analyst sentiment following strong Phase 3b ENCORE results for ARIKAYCE, leading to multiple price target increases. The company currently holds an average analyst rating of "Buy" with an average price target of $210.19.
INSM Stock: HC Wainwright & Co. Raises Price Target to $245 | IN
HC Wainwright & Co. has raised its price target for Insmed (INSM) to $245.00 from $230.00, maintaining a Buy rating. This follows several other analysts who have also recently increased their price targets for INSM, all while keeping favorable ratings, indicating a positive sentiment. Insmed, a biopharmaceutical company focusing on Respiratory, Immunology and Inflammation, and Neuro and Other Rare therapeutic areas, shows an average target price of $211.08 from 19 analysts, with GuruFocus estimating a fair value of $274.69.
Insmed (NASDAQ:INSM) Price Target Raised to $206.00 at Mizuho
Mizuho raised its price target for Insmed (NASDAQ:INSM) to $206.00 with an "outperform" rating, anticipating over 40% upside. This follows positive results from the ENCORE Phase 3b trial for ARIKAYCE, which could lead to expanded commercial opportunities. Other analysts have also increased their price targets for Insmed, contributing to a consensus "Buy" rating with an average target of $209.48.
Roth MKM Maintains Insmed(INSM.US) With Buy Rating, Maintains Target Price $212
Roth MKM has reiterated its Buy rating for Insmed (INSM.US) and maintained its target price at $212. This indicates a continued positive outlook from the firm regarding Insmed's stock performance.
Insmed (NASDAQ:INSM) Price Target Raised to $215.00 at Leerink Partners
Leerink Partners raised its price target for Insmed (NASDAQ:INSM) to $215.00 from $210.00, maintaining an "outperform" rating, indicating a potential 52.67% upside. This adjustment follows positive Phase 3b ENCORE topline results for ARIKAYCE, supporting a label expansion and driving upbeat sentiment among analysts, despite the company reporting an EPS miss in its latest quarterly earnings. Several other analysts have also increased their price targets for Insmed, contributing to a consensus "Buy" rating with an average target of $209.38.
INSM shares rise following Arikayce's successful outcome in label expansion trial
Insmed's stock rose nearly 6% after its Arikayce drug achieved positive top-line results in the phase IIIb ENCORE trial for mycobacterium avium complex (MAC) lung disease. This successful trial aimed at label expansion for newly diagnosed patients, potentially increasing the total addressable market significantly, and will support regulatory filings in the US and Japan. Despite this optimistic news, Insmed has lagged the biomedical and genetics industry year-to-date.
INSM Stock Gains After Arikayce Hits Goal in Label Expansion Study
Insmed's stock (INSM) rose significantly after its drug Arikayce met the primary endpoint in a Phase IIIb study for treating newly-diagnosed MAC lung disease. This positive outcome supports regulatory submissions for label expansion and could substantially increase Arikayce's addressable market, potentially leading to blockbuster sales. The data will also serve as confirmatory evidence to convert Arikayce's accelerated approval to full approval.
S&P 500 Futures Rise In Premarket Trading; Insmed, Mobileye Global Lead
S&P 500 futures showed an increase in premarket trading. This rise was notably led by strong performances from Insmed and Mobileye Global. The article does not provide further details.
Roth MKM Maintains Insmed(INSM.US) With Buy Rating, Maintains Target Price $212
Roth MKM has reiterated its Buy rating for Insmed (INSM.US) and maintained its target price at $212. This indicates a continued positive outlook from the analyst firm regarding the company's stock performance.
FDA seeks feedback on voucher program; Study data lift ‘overhang’ on Insmed shares
The FDA is soliciting industry feedback on its "national priority" voucher program, which reportedly has drawn criticism for potentially influencing drug approvals. Meanwhile, Insmed's drug Arikayce met its primary endpoint in a late-stage study for a lung disease, leading to a significant rally in its stock. Other biopharma news includes Sanofi licensing a T cell engager, the launch of Oryon Cell Therapies, Sarepta Therapeutics' plan to convert accelerated approvals for its Duchenne muscular dystrophy drugs, and GSK's Lynavoy receiving FDA approval for severe itching associated with liver disease.
Insmed reports positive Phase 3b trial results for MAC lung disease drug
Insmed announced positive results from its Phase 3b ENCORE study of ARIKAYCE for Mycobacterium avium complex (MAC) lung disease, meeting its primary and all secondary endpoints. The drug demonstrated significant improvements in respiratory symptoms and culture conversion rates compared to placebo. Insmed plans to file a supplemental new drug application with the FDA in the second half of 2026 for label expansion.
S&P 500 Futures Rise in Premarket Trading; Insmed, Mobileye Global Lead
The stock market broadly rallied on Monday, with the Dow Jones Industrial Average rising 631 points, the S&P 500 up 1.2%, and the Nasdaq Composite up 1.4%. This surge followed news that the U.S. delayed strikes against Iran and held "good and productive conversations" regarding an end to fighting in the Middle East, leading to a significant drop in crude oil prices. However, stocks pared some gains in the afternoon after some Iranian officials denied negotiations, though risk assets remained strong.
ENCORE success positions Insmed (Nasdaq: INSM) to seek ARIKAYCE label expansion
Insmed announced positive topline results from its Phase 3b ENCORE study for ARIKAYCE in newly diagnosed MAC lung infection, meeting its primary and key secondary endpoints. The study showed statistically significant improvements in respiratory symptom scores and culture conversion rates compared to placebo. These results fulfill an FDA post-marketing requirement, leading Insmed to plan supplemental NDA filings in the U.S. and Japan in the second half of 2026 to seek label expansion and traditional approval for ARIKAYCE.
INSMED (NASDAQ: INSM) CEO exercises options and sells 10,699 shares under 10b5-1 plan
INSMED Inc. CEO William Lewis exercised stock options for 10,699 shares and subsequently sold the same number of shares under a pre-arranged Rule 10b5-1 trading plan. The sales occurred on March 19, 2026, at weighted average prices ranging from $141.80 to $144.72, following option exercises at $30.46 and $17.16 per share. After these transactions, Lewis maintains a substantial stake in the company, holding 301,185 direct shares and 233,924 indirect shares through the Katie Procter Dynasty Trust, indicating a routine portfolio management activity rather than a change in investment thesis.
Insider Selling: Insmed (NASDAQ:INSM) CEO Sells 10,699 Shares of Stock
Insmed (NASDAQ:INSM) CEO William Lewis sold 10,699 shares of company stock on March 19, 2026, for approximately $1.54 million, reducing his stake by 3.43%. This sale is part of several disposals made by Lewis since January. Despite the stock sliding 5.6% following a quarterly earnings miss, analysts maintain a consensus "Buy" rating with an average target price of $205.57 for INSM.
William Lewis reports share sales at INSM (NASDAQ: INSM) in Form 144
William Lewis has filed a Form 144 with the SEC, indicating proposed sales of common stock in Insmed Inc. (NASDAQ: INSM). The filing details multiple "Stock Plan Activity" entries with proposed dispositions, including 10,699 shares on March 5, 2026, and 10,699 shares on February 19, 2026. This Form 144 serves as a regulatory notice of intended resale rather than a confirmation of executed trades.
Insmed (INSM) poised for 2026 upside with potential $1.3B Arikayce sales boost, Roth/MKM initiates buy
Roth/MKM has initiated a "Buy" rating on Insmed (INSM), projecting significant growth for its drug Arikayce, with sales potentially reaching $1.3 billion by 2026. The optimism is driven by an expected FDA approval for Arikayce's label expansion to treat non-tuberculous mycobacterial (NTM) lung disease in a broader patient population. This expansion is anticipated to substantially increase the addressable market and drive the company's valuation upward.
Novo Holdings A S Sells 480,000 Shares of Insmed, Inc. $INSM
Novo Holdings A S significantly reduced its stake in Insmed, Inc. (NASDAQ:INSM) by selling 480,000 shares in the third quarter, decreasing their holding to 200,000 shares. This move places Insmed as their 19th largest holding, valued at approximately $28.8 million. The article also notes recent insider selling by Insmed's CFO and CEO, totaling over $31 million in the last 90 days, while Wall Street analysts maintain a consensus "Buy" rating with an average target price of $205.57.
Long Focus Capital Management LLC Sells 182,200 Shares of Insmed, Inc. $INSM
Long Focus Capital Management LLC significantly reduced its stake in Insmed, Inc. (NASDAQ:INSM) by selling 182,200 shares, bringing its total ownership to 338,000 shares. This move places Insmed as its 14th largest holding. The biopharmaceutical company recently missed quarterly EPS estimates but saw a substantial 152.6% year-over-year increase in revenue, while analysts maintain an average "Buy" rating with a target price of $205.57.
Millennium Management LLC Has $336.42 Million Stake in Insmed, Inc. $INSM
Millennium Management LLC increased its stake in Insmed, Inc. (NASDAQ:INSM) by 9.7% in the third quarter, now owning 2,336,112 shares valued at approximately $336.42 million. Despite a recent quarterly EPS miss, Insmed holds a "Buy" consensus rating with a target price of $205.57 from analysts. Corporate insiders, however, sold shares worth over $31 million in the last quarter, reducing their ownership to about 3.0%.
Granahan Investment Management LLC Reduces Holdings in Insmed, Inc. $INSM
Granahan Investment Management LLC significantly reduced its stake in Insmed, Inc. (NASDAQ:INSM) by 88.4% during the third quarter, now holding 13,402 shares valued at $1.93 million. This comes amidst other institutional investors making varied changes to their positions and several Wall Street analysts maintaining "Buy" or "Strong Buy" ratings with an average price target of $205.57. Recent insider selling by key figures and the company's financial performance, including a missed earnings per share estimate, are also highlighted.
Fred Alger Management LLC Has $13.54 Million Holdings in Insmed, Inc. $INSM
Fred Alger Management LLC significantly reduced its stake in Insmed, Inc. (NASDAQ:INSM) by 50.4% in the third quarter, now holding 94,033 shares valued at $13.54 million. This comes amid notable insider selling by the CFO and CEO, with insiders collectively disposing of 189,651 shares worth approximately $31.78 million in the last three months. Despite missing EPS expectations, Insmed reported a 152.6% year-over-year revenue growth, and analysts maintain a consensus "Buy" rating with an average target price of $205.57.
Insmed, Inc. $INSM Stock Position Decreased by Jain Global LLC
Jain Global LLC significantly reduced its stake in Insmed, Inc. ($INSM) by 56.0% in the third quarter, selling over 71,000 shares. Despite this, several other institutional investors, including Darwin Global Management Ltd. and Vanguard Group Inc., increased their holdings. Analysts maintain a "Buy" consensus rating for Insmed, with a target price of $205.57, although recent insider selling by executives has also been reported.
Insmed (NASDAQ:INSM) Coverage Initiated by Analysts at Jefferies Financial Group
Jefferies Financial Group initiated coverage on Insmed (NASDAQ:INSM) with a "Buy" rating, aligning with a broader "Buy" consensus and an average price target of $207.52. Despite recent insider selling and an EPS miss, the biopharmaceutical company saw its revenue increase by 152.6% year-over-year. Institutional investors, including Vanguard Group Inc. and Darwin Global Management Ltd., have significantly increased their stakes in Insmed.
