Pacer Advisors Inc. Sells 8,304 Shares of Insmed, Inc. $INSM

Pacer Advisors Inc. reduced its position in shares of Insmed, Inc. (NASDAQ:INSM) by 53.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,279 shares of the biopharmaceutical company’s stock after selling 8,304 shares during the period. Pacer Advisors Inc.’s holdings in Insmed were worth $1,190,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. iA Global Asset Management Inc. lifted its holdings in shares of Insmed by 15,973.5% during the fourth quarter. iA Global Asset Management Inc. now owns 26,682 shares of the biopharmaceutical company’s stock worth $4,644,000 after buying an additional 26,516 shares in the last quarter. Monashee Investment Management LLC acquired a new position in shares of Insmed in the fourth quarter valued at about $8,702,000. Universal Beteiligungs und Servicegesellschaft mbH increased its position in Insmed by 89.5% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 103,308 shares of the biopharmaceutical company’s stock worth $17,981,000 after acquiring an additional 48,779 shares during the period. Danske Bank A S increased its position 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 acquiring an additional 107,858 shares during the period. Finally, PKO Investment Management Joint Stock Co acquired a new stake in Insmed in the 4th quarter worth about $1,967,000.

Key Headlines Impacting Insmed

Here are the key news stories impacting Insmed this week:

• Positive Sentiment: BRINSUPRI sales significantly exceeded expectations. Second-quarter revenue reached $309.2 million, up 49% from the first quarter, reflecting strong commercial uptake of the company’s bronchiectasis treatment. Insmed raised 2026 BRINSUPRI revenue guidance to $1.25 billion-$1.40 billion and increased its peak-sales estimate to more than $7 billion. Insmed Second-Quarter 2026 Results
• Positive Sentiment: Insmed beat quarterly estimates. Total revenue was $425.5 million, up 296.1% year over year and above the approximately $393.7 million consensus forecast. The company reported a loss of $0.06 per share, substantially narrower than the expected $0.67 loss and the $1.70 loss recorded a year earlier. Insmed Tops Q2 Earnings Estimates
• Positive Sentiment: Long-term growth expectations improved. Insmed lifted its combined peak-revenue outlook for BRINSUPRI, TPIP and ARIKAYCE to more than $14 billion, including over $6 billion for TPIP. It maintained 2026 ARIKAYCE revenue guidance of $450 million-$470 million and provided total 2026 revenue guidance of approximately $1.7 billion-$1.9 billion.
• Positive Sentiment: Trading activity signaled strong investor interest. Call-option volume rose roughly 469% above average, while reports described the stock as gaining about 30%-34% following the earnings release. Analysts also maintained an overall “Buy” recommendation.
• Neutral Sentiment: Profitability remains limited. Despite the improved loss, Insmed continues to report negative net income and return on equity as it invests in developing and commercializing its pipeline.

Wall Street Analysts Forecast Growth

INSM has been the subject of a number of recent research reports. Cantor Fitzgerald reissued an “overweight” rating and issued a $235.00 price objective on shares of Insmed in a report on Tuesday, July 28th. HC Wainwright reiterated a “buy” rating and issued a $220.00 price target on shares of Insmed in a research report on Monday, July 20th. Jefferies Financial Group reiterated a “buy” rating and issued a $175.00 price target on shares of Insmed in a research note on Thursday. BMO Capital Markets began coverage on Insmed in a research report on Monday, July 20th. They set an “outperform” rating and a $192.00 price target on the stock. Finally, Mizuho set a $192.00 price objective on Insmed in a research note on Tuesday, June 16th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Insmed has an average rating of “Buy” and an average target price of $205.26.

Insmed Price Performance

INSM stock opened at $131.10 on Monday. The company has a quick ratio of 3.40, a current ratio of 3.72 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 market cap of $28.42 billion, a P/E ratio of -31.90 and a beta of 0.81. The company’s 50-day moving average price is $105.14 and its two-hundred day moving average price is $129.01.

Insmed (NASDAQ:INSM) last issued its earnings results on Thursday, August 6th. The biopharmaceutical company reported ($0.06) EPS for the quarter, beating the consensus estimate of ($0.67) by $0.61. Insmed had a negative net margin of 76.94% and a negative return on equity of 123.94%. The company had revenue of $425.49 million during the quarter, compared to analysts’ expectations of $395.50 million. During the same period in the previous year, the company earned ($1.70) EPS. The business’s revenue for the quarter was up 296.1% compared to the same quarter last year. On average, analysts anticipate that Insmed, Inc. will post -2.37 earnings per share for the current fiscal year.

Insider Activity

In other Insmed news, COO Roger Adsett sold 2,370 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $102.27, for a total transaction of $242,379.90. Following the completion of the transaction, the chief operating officer directly owned 98,603 shares in the company, valued at $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 available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Sara Bonstein sold 2,404 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $102.27, for a total value of $245,857.08. Following the sale, the chief financial officer owned 69,082 shares of the company’s stock, valued at $7,065,016.14. The trade was a 3.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 54,590 shares of company stock valued at $5,793,738. 2.10% of the stock is owned by insiders.

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.