Moderna, Inc. $MRNA Shares Sold by Lake Hills Wealth Management LLC

Lake Hills Wealth Management LLC lessened its holdings in shares of Moderna, Inc. (NASDAQ:MRNA) by 50.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,913 shares of the company’s stock after selling 7,023 shares during the quarter. Lake Hills Wealth Management LLC’s holdings in Moderna were worth $1,331,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. MassMutual Private Wealth & Trust FSB boosted its stake in shares of Moderna by 8.8% during the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 1,976 shares of the company’s stock worth $381,000 after acquiring an additional 159 shares in the last quarter. Versant Capital Management Inc boosted its position in Moderna by 13.8% during the third quarter. Versant Capital Management Inc now owns 2,491 shares of the company’s stock worth $480,000 after purchasing an additional 302 shares during the period. Montecito Bank & Trust acquired a new position in Moderna during the third quarter valued at approximately $218,000. QRG Capital Management Inc. raised its position in shares of Moderna by 16.8% in the second quarter. QRG Capital Management Inc. now owns 15,957 shares of the company’s stock valued at $1,117,000 after purchasing an additional 2,291 shares during the period. Finally, Integrated Wealth Concepts LLC raised its position in shares of Moderna by 17.0% in the second quarter. Integrated Wealth Concepts LLC now owns 7,653 shares of the company’s stock valued at $536,000 after purchasing an additional 1,114 shares during the period. 75.33% of the stock is owned by institutional investors.

Moderna News Roundup

Here are the key news stories impacting Moderna this week:

• Positive Sentiment: Moderna and Merck expanded a multi-year collaboration with Tempus to support potential commercialization of intismeran autogene (V940/mRNA-4157), an individualized neoantigen cancer therapy being tested with Keytruda in melanoma and other cancers. The agreement reinforces the commercial potential of Moderna’s personalized cancer-vaccine platform. Tempus Announces Multi-Year Collaboration with Moderna and Merck
• Positive Sentiment: Investor interest remains elevated ahead of the anticipated full Phase 3 melanoma-vaccine data readout. Moderna’s mRNA-4157 program, developed with Merck, is viewed as a key potential growth driver beyond COVID-19 vaccines. Moderna Surges as Full Melanoma Readout Nears
• Positive Sentiment: Moderna is scheduled to join the Nasdaq-100 before the October 9 open, potentially increasing demand from index-tracking funds and boosting visibility. Moderna Stock Soars Ahead of Nasdaq-100 Return
• Neutral Sentiment: Coverage of Moderna’s manufacturing strategy highlighted lessons from its COVID-era production scale-up. Separately, researchers described an experimental AI-assisted approach that could reduce cold-storage requirements for mRNA vaccines, a potentially useful industry development but not an immediate Moderna-specific catalyst. CPHI 2026: Moderna Builds on Its COVID-Era Manufacturing Lessons
• Negative Sentiment: Morgan Stanley raised its price target to $95 but retained an “equal weight” rating, leaving substantial downside relative to the current market price. Analysts and market commentators are increasingly warning that Moderna’s surge—reported at roughly 545% year to date—may have outpaced fundamentals. Moderna Is Up 545% in 2026

Moderna Stock Performance

Shares of Moderna stock traded up $3.64 during midday trading on Wednesday, hitting $191.10. The company had a trading volume of 7,801,236 shares, compared to its average volume of 11,987,094. Moderna, Inc. has a 1-year low of $22.28 and a 1-year high of $212.22. The business’s 50 day simple moving average is $131.05 and its two-hundred day simple moving average is $81.90. The stock has a market cap of $76.29 billion, a PE ratio of -23.94 and a beta of 1.09. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.29 and a quick ratio of 2.18.

Moderna (NASDAQ:MRNA) last released its earnings results on Friday, July 31st. The company reported ($1.97) EPS for the quarter, beating the consensus estimate of ($2.03) by $0.06. Moderna had a negative net margin of 141.43% and a negative return on equity of 28.30%. The firm had revenue of $145.00 million during the quarter, compared to analysts’ expectations of $102.93 million. During the same period in the prior year, the company earned ($2.13) EPS. The business’s quarterly revenue was up 2.1% compared to the same quarter last year. As a group, equities analysts predict that Moderna, Inc. will post -6.09 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Citigroup downgraded shares of Moderna from a “neutral” rating to a “sell” rating and upped their price objective for the stock from $60.00 to $80.00 in a report on Wednesday, September 30th. Bradesco Corretora raised shares of Moderna to an “outperform” rating in a research report on Friday, August 28th. Piper Sandler restated an “overweight” rating on shares of Moderna in a report on Monday, August 3rd. JPMorgan Chase & Co. raised their price target on Moderna from $40.00 to $77.00 and gave the company an “underweight” rating in a research report on Friday, August 21st. Finally, UBS Group reiterated a “neutral” rating on shares of Moderna in a research note on Tuesday, September 22nd. Seven equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Moderna currently has a consensus rating of “Hold” and an average target price of $78.17.

Insider Transactions at Moderna

In related news, President Stephen Hoge sold 40,294 shares of the business’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $144.13, for a total transaction of $5,807,574.22. Following the transaction, the president directly owned 1,525,858 shares in the company, valued at $219,921,913.54. The trade was a 2.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shannon Klinger sold 3,471 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $139.95, for a total value of $485,766.45. Following the completion of the transaction, the insider directly owned 74,129 shares of the company’s stock, valued at approximately $10,374,353.55. This trade represents a 4.47% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. In the last 90 days, insiders have sold 118,882 shares of company stock worth $16,862,280. 10.80% of the stock is currently owned by company insiders.

Moderna Profile

Moderna, Inc is a biotechnology company that develops medicines and vaccines using messenger RNA (mRNA) technology. Its platform is designed to instruct cells to produce proteins that can help prevent or treat disease, supporting the company’s work across infectious diseases, immuno-oncology, rare diseases, autoimmune conditions, and cardiovascular diseases.

Moderna’s commercial products include Spikevax, an mRNA vaccine for COVID-19, and mRESVIA, an mRNA vaccine for respiratory syncytial virus (RSV) in older adults.