INSMED ($INSM) posted quarterly earnings results for Q4 2025 on Thursday, February 19th. The company reported earnings of -$1.54 per share, missing estimates of -$1.13 by $0.41. The company also reported revenue of $263,839,999, beating estimates of $226,335,898 by $37,504,101.
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 111 times in the past 6 months. Of those trades, 0 have been purchases and 111 have been sales.
Here’s a breakdown of recent trading of $INSM stock by insiders over the last 6 months:
- MARTINA M.D. FLAMMER (Chief Medical Officer) has made 0 purchases and 35 sales selling 267,135 shares for an estimated $41,532,420.
- ORLOV S NICOLE SCHAEFFER (Chief People Strategy Officer) has made 0 purchases and 8 sales selling 106,520 shares for an estimated $16,949,988.
- LEO LEE has made 0 purchases and 5 sales selling 75,000 shares for an estimated $14,692,249.
- WILLIAM LEWIS (Chair and CEO) has made 0 purchases and 33 sales selling 77,393 shares for an estimated $13,068,271.
- MICHAEL ALEXANDER SMITH (Chief Legal Officer) has made 0 purchases and 18 sales selling 55,200 shares for an estimated $9,127,795.
- MELVIN MD SHAROKY has made 0 purchases and 2 sales selling 30,000 shares for an estimated $5,554,100.
- 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.
- ROGER ADSETT (Chief Operating Officer) has made 0 purchases and 4 sales selling 5,081 shares for an estimated $870,241.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
INSMED Hedge Fund Activity
We have seen 407 institutional investors add shares of INSMED stock to their portfolio, and 320 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
- DEEP TRACK CAPITAL, LP removed 1,750,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $252,017,499
- ADAGE CAPITAL PARTNERS GP, L.L.C. removed 1,606,949 shares (-56.2%) from their portfolio in Q3 2025, for an estimated $231,416,725
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,544,315 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $268,772,582
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
INSMED Congressional Stock Trading
Members of Congress have traded $INSM stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $INSM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 10/03, 09/22.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
INSMED Analyst Ratings
Wall Street analysts have issued reports on $INSM in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- HC Wainwright & Co. 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
- RBC Capital issued a "Outperform" rating on 10/31/2025
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 15 analysts offer price targets for $INSM in the last 6 months, with a median target of $223.0.
Here are some recent targets:
- Matthew Harrison from Morgan Stanley set a target price of $162.0 on 01/30/2026
- Eliana Merle from Barclays set a target price of $231.0 on 01/28/2026
- Adam Walsh from Roth Capital set a target price of $212.0 on 01/23/2026
- Leonid Timashev from RBC Capital set a target price of $200.0 on 01/21/2026
- Ashwani Verma from UBS set a target price of $215.0 on 01/06/2026
- Vamil Divan from Guggenheim set a target price of $221.0 on 12/18/2025
- Ritu Baral from TD Cowen set a target price of $241.0 on 12/18/2025
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.
