13,077 Shares in Moderna, Inc. $MRNA Acquired by United Capital Financial Advisors LLC

United Capital Financial Advisors LLC purchased a new stake in Moderna, Inc. (NASDAQ:MRNA) in the 2nd quarter, according to its most recent filing with the SEC. The fund purchased 13,077 shares of the company’s stock, valued at approximately $916,000.

A number of other large investors also recently made changes to their positions in the business. BlackRock Inc. acquired a new stake in shares of Moderna during the second quarter worth $2,142,877,000. Capital World Investors purchased a new stake in shares of Moderna in the fourth quarter valued at $378,299,000. Theleme Partners LLP acquired a new position in Moderna in the second quarter valued at $564,272,000. Alyeska Investment Group L.P. acquired a new position in Moderna in the fourth quarter valued at $95,209,000. Finally, Norges Bank purchased a new position in Moderna during the fourth quarter worth about $79,707,000. Hedge funds and other institutional investors own 75.33% of the company’s stock.

Moderna News Roundup

Here are the key news stories impacting Moderna this week:

• Positive Sentiment: Moderna and Merck reported that their personalized mRNA melanoma vaccine, intismeran, combined with Keytruda, met the goals of a Phase 3 study involving 1,137 patients. The treatment reduced the risk of melanoma recurrence and distant spread versus Keytruda alone, strengthening the case for Moderna’s oncology pipeline and the commercial potential of the partnership. Reuters cancer vaccine breakthrough article
• Positive Sentiment: The U.S. FDA approved Moderna’s updated 2026–2027 Spikevax and mNEXSPIKE COVID-19 vaccines, targeting the XFG subvariant. The approval preserves access to the seasonal COVID-19 vaccine market, though future demand remains an important uncertainty. Reuters FDA approval article
• Positive Sentiment: Argus upgraded Moderna from “Hold” to “Buy” and assigned a $180 price target, indicating additional potential upside based on the company’s oncology opportunity and recent clinical progress. Argus upgrade article
• Neutral Sentiment: Jim Cramer advised a viewer to hold Moderna after the stock’s sharp rally, reflecting continued optimism about the Phase 3 cancer-vaccine result but also caution following the run-up. Jim Cramer Moderna commentary
• Negative Sentiment: Moderna priced an upsized $2.6 billion offering of zero-coupon convertible senior notes due 2032, increased from the initially proposed $2.0 billion. Proceeds may fund oncology investments and debt repayment, but the larger financing raised concerns about future share dilution and explains much of the selling pressure. Moderna convertible notes offering
• Negative Sentiment: BioNTech’s decision to halt a mid-stage personalized mRNA colorectal-cancer vaccine trial after a review weakened sentiment across the mRNA oncology sector, raising broader questions about the difficulty of translating promising technology into successful cancer treatments. BioNTech colorectal cancer trial article

Moderna Stock Performance

Shares of NASDAQ:MRNA opened at $137.99 on Monday. The firm has a market capitalization of $55.09 billion, a PE ratio of -17.27 and a beta of 0.91. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.29 and a quick ratio of 2.18. The business has a 50-day moving average of $77.11 and a two-hundred day moving average of $59.85. Moderna, Inc. has a 12 month low of $22.28 and a 12 month high of $176.66.

Moderna (NASDAQ:MRNA) last released its quarterly earnings data on Friday, July 31st. The company reported ($1.97) EPS for the quarter, topping analysts’ consensus estimates of ($2.03) by $0.06. The company had revenue of $145.00 million for the quarter, compared to the consensus estimate of $102.93 million. Moderna had a negative return on equity of 28.30% and a negative net margin of 141.43%.The company’s quarterly revenue was up 2.1% compared to the same quarter last year. During the same period last year, the business posted ($2.13) EPS. As a group, research analysts forecast that Moderna, Inc. will post -6.11 earnings per share for the current year.

Insider Activity at Moderna

In other news, insider Shannon Thyme Klinger sold 3,471 shares of the stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $50.00, for a total value of $173,550.00. Following the completion of the sale, the insider owned 67,468 shares of the company’s stock, valued at $3,373,400. This represents a 4.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President Stephen Hoge sold 53,336 shares of the firm’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $51.37, for a total transaction of $2,739,870.32. Following the completion of the transaction, the president directly owned 1,483,848 shares in the company, valued at approximately $76,225,271.76. This represents a 3.47% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 10.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Loop Capital set a $135.00 price target on Moderna in a research note on Wednesday, August 19th. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Moderna in a report on Friday. They set a “hold” rating on the stock. William Blair assumed coverage on shares of Moderna in a report on Friday. They issued an “outperform” rating for the company. JPMorgan Chase & Co. upped their price target on shares of Moderna from $40.00 to $77.00 and gave the stock an “underweight” rating in a research report on Friday, August 21st. Finally, Argus raised shares of Moderna from a “hold” rating to a “buy” rating and set a $180.00 price target on the stock in a research note on Friday. Seven equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $80.53.

Moderna Company Profile

Moderna, Inc is a biotechnology company headquartered in Cambridge, Massachusetts, specializing in messenger RNA (mRNA) therapeutics and vaccines. The company’s platform leverages synthetic mRNA to instruct cells to produce proteins that can prevent or treat diseases. Since its founding in 2010, Moderna has advanced from early-stage research into a broad pipeline of vaccine and therapeutic candidates designed to address infectious diseases, rare genetic disorders and chronic illnesses.

Moderna’s flagship product is its mRNA-based COVID-19 vaccine, which was the first of its kind to receive emergency use authorization and later full approval in multiple jurisdictions.