FY2026 EPS Estimates for Insmed Decreased by Leerink Partnrs

Insmed Incorporated (NASDAQ:INSM) – Analysts at Leerink Partnrs dropped their FY2026 earnings per share estimates for shares of Insmed in a research note issued to investors on Monday, January 20th. Leerink Partnrs analyst J. Schwartz now anticipates that the biopharmaceutical company will post earnings of ($3.39) per share for the year, down from their previous estimate of ($3.32). The consensus estimate for Insmed’s current full-year earnings is ($5.44) per share.

Several other research firms have also recently weighed in on INSM. JPMorgan Chase & Co. increased their price target on shares of Insmed from $74.00 to $83.00 and gave the company an “overweight” rating in a report on Friday, November 22nd. Truist Financial reiterated a “buy” rating and set a $105.00 target price (up previously from $100.00) on shares of Insmed in a research note on Friday, November 1st. HC Wainwright restated a “buy” rating and issued a $90.00 price target on shares of Insmed in a research note on Friday, November 1st. Finally, Bank of America upped their price objective on Insmed from $84.00 to $86.00 and gave the company a “buy” rating in a report on Wednesday, October 9th. One investment analyst has rated the stock with a sell rating and sixteen have issued a buy rating to the company’s stock. According to MarketBeat, Insmed currently has a consensus rating of “Moderate Buy” and an average price target of $83.67.

Insmed Stock Performance

NASDAQ INSM opened at $78.45 on Wednesday. The stock has a market cap of $14.03 billion, a PE ratio of -14.14 and a beta of 1.12. The company has a debt-to-equity ratio of 2.03, a quick ratio of 5.99 and a current ratio of 6.37. The firm has a 50-day moving average of $71.32 and a 200-day moving average of $72.76. Insmed has a 52-week low of $21.92 and a 52-week high of $80.53.

Insmed (NASDAQ:INSM) last announced its quarterly earnings results on Thursday, October 31st. The biopharmaceutical company reported ($1.27) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.19) by ($0.08). The business had revenue of $93.40 million during the quarter, compared to analyst estimates of $93.36 million. During the same period last year, the company earned ($1.10) earnings per share. Insmed’s revenue was up 18.1% on a year-over-year basis.

Institutional Investors Weigh In On Insmed

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Geode Capital Management LLC lifted its stake in Insmed by 4.7% in the 3rd quarter. Geode Capital Management LLC now owns 3,813,384 shares of the biopharmaceutical company’s stock valued at $278,432,000 after purchasing an additional 172,664 shares during the last quarter. Darwin Global Management Ltd. acquired a new position in shares of Insmed during the second quarter worth $237,076,000. Principal Financial Group Inc. lifted its stake in shares of Insmed by 12.9% in the 3rd quarter. Principal Financial Group Inc. now owns 1,871,890 shares of the biopharmaceutical company’s stock valued at $136,648,000 after acquiring an additional 214,130 shares during the last quarter. Clearbridge Investments LLC boosted its holdings in shares of Insmed by 76.8% during the 2nd quarter. Clearbridge Investments LLC now owns 1,644,948 shares of the biopharmaceutical company’s stock valued at $110,212,000 after acquiring an additional 714,539 shares in the last quarter. Finally, Vestal Point Capital LP boosted its holdings in shares of Insmed by 113.3% during the 3rd quarter. Vestal Point Capital LP now owns 1,600,000 shares of the biopharmaceutical company’s stock valued at $116,800,000 after acquiring an additional 850,000 shares in the last quarter.

Insider Transactions at Insmed

In other Insmed news, CEO William Lewis sold 31,805 shares of Insmed stock in a transaction dated Wednesday, January 15th. The stock was sold at an average price of $70.18, for a total value of $2,232,074.90. Following the transaction, the chief executive officer now owns 379,534 shares in the company, valued at $26,635,696.12. The trade was a 7.73 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Martina M.D. Flammer sold 3,344 shares of the business’s stock in a transaction dated Tuesday, January 7th. The stock was sold at an average price of $65.91, for a total value of $220,403.04. Following the transaction, the insider now directly owns 102,766 shares of the company’s stock, valued at approximately $6,773,307.06. The trade was a 3.15 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 104,740 shares of company stock valued at $7,161,294. Company insiders own 4.60% of the company’s stock.

About Insmed

Insmed Incorporated is a global biopharmaceutical company on a mission to transform the lives of patients with serious and rare diseases. Insmed’s first commercial product is ARIKAYCE® (amikacin liposome inhalation suspension), which is approved in the United States for the treatment of Mycobacterium avium complex (MAC) lung disease as part of a combination antibacterial drug regimen for adult patients with limited or no alternative treatment options.