INSMED ($INSM) posted quarterly earnings results for Q1 2026 on Thursday, May 7th. The company reported earnings of -$0.76 per share, beating estimates of -$0.98 by $0.22. The company also reported revenue of $305,960,000, missing estimates of $307,569,300 by $-1,609,300.
You can see Quiver Quantitative's $INSM stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
INSMED Insider Trading Activity
INSMED insiders have traded $INSM stock on the open market 118 times in the past 6 months. Of those trades, 0 have been purchases and 118 have been sales.
Here’s a breakdown of recent trading of $INSM stock by insiders over the last 6 months:
- WILLIAM LEWIS (Chair and CEO) has made 0 purchases and 58 sales selling 141,587 shares for an estimated $22,537,507.
- ROGER ADSETT (Chief Operating Officer) has made 0 purchases and 7 sales selling 93,141 shares for an estimated $15,367,891.
- LEO LEE has made 0 purchases and 5 sales selling 75,000 shares for an estimated $14,692,249.
- MARTINA M.D. FLAMMER (Chief Medical Officer) has made 0 purchases and 29 sales selling 80,487 shares for an estimated $14,591,148.
- MICHAEL ALEXANDER SMITH (Chief Legal Officer) has made 0 purchases and 8 sales selling 48,210 shares for an estimated $7,473,609.
- ORLOV S NICOLE SCHAEFFER (Chief People Strategy Officer) has made 0 purchases and 4 sales selling 30,000 shares for an estimated $5,820,060.
- MELVIN MD SHAROKY sold 20,000 shares for an estimated $4,100,200
- ELIZABETH M ANDERSON has made 0 purchases and 2 sales selling 15,000 shares for an estimated $2,981,600.
- SARA BONSTEIN (Chief Financial Officer) has made 0 purchases and 4 sales selling 5,390 shares for an estimated $925,675.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
INSMED Hedge Fund Activity
We have seen 379 institutional investors add shares of INSMED stock to their portfolio, and 308 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,892,000 shares (-41.7%) from their portfolio in Q4 2025, for an estimated $503,323,680
- BLACKROCK, INC. added 2,700,148 shares (+21.8%) to their portfolio in Q4 2025, for an estimated $469,933,757
- CAPITAL INTERNATIONAL INVESTORS removed 2,402,182 shares (-31.8%) from their portfolio in Q4 2025, for an estimated $418,075,755
- RTW INVESTMENTS, LP added 1,758,321 shares (+57.0%) to their portfolio in Q4 2025, for an estimated $306,018,186
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,544,315 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $268,772,582
- D. E. SHAW & CO., INC. removed 1,306,469 shares (-23.1%) from their portfolio in Q4 2025, for an estimated $227,377,864
- STATE STREET CORP added 1,217,390 shares (+30.6%) to their portfolio in Q4 2025, for an estimated $211,874,555
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
INSMED Analyst Ratings
Wall Street analysts have issued reports on $INSM in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 02/23/2026
- UBS issued a "Buy" rating on 01/06/2026
- TD Cowen issued a "Buy" rating on 12/18/2025
- Goldman Sachs issued a "Buy" rating on 12/18/2025
- Wells Fargo issued a "Overweight" rating on 12/16/2025
- Mizuho issued a "Outperform" rating on 12/01/2025
To track analyst ratings and price targets for INSMED, check out Quiver Quantitative's $INSM forecast page.
INSMED Price Targets
Multiple analysts have issued price targets for $INSM recently. We have seen 16 analysts offer price targets for $INSM in the last 6 months, with a median target of $215.5.
Here are some recent targets:
- Adam Walsh from Roth Capital set a target price of $212.0 on 04/17/2026
- Leonid Timashev from RBC Capital set a target price of $216.0 on 04/14/2026
- Eliana Merle from Barclays set a target price of $237.0 on 04/01/2026
- Matthew Harrison from Morgan Stanley set a target price of $212.0 on 03/30/2026
- Andrew S. Fein from HC Wainwright & Co. set a target price of $245.0 on 03/26/2026
- Graig Suvannavejh from Mizuho set a target price of $206.0 on 03/25/2026
- Jason Zemansky from B of A Securities set a target price of $213.0 on 03/24/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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