4,251 Shares in Moderna, Inc. $MRNA Acquired by Proficio Capital Partners LLC

Proficio Capital Partners LLC bought a new stake in Moderna, Inc. (NASDAQ:MRNA) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 4,251 shares of the company’s stock, valued at approximately $298,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. MUFG Securities EMEA plc acquired a new position in shares of Moderna in the 2nd quarter valued at $28,000. Allied Private Wealth LLC acquired a new stake in shares of Moderna during the 2nd quarter worth $30,000. Canton Hathaway LLC purchased a new position in shares of Moderna in the 1st quarter worth $31,000. EverSource Wealth Advisors LLC raised its position in shares of Moderna by 148.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,341 shares of the company’s stock worth $37,000 after buying an additional 801 shares during the period. Finally, Assetmark Inc. boosted its holdings in Moderna by 35.1% in the first quarter. Assetmark Inc. now owns 801 shares of the company’s stock valued at $41,000 after acquiring an additional 208 shares during the last quarter. Institutional investors and hedge funds own 75.33% of the company’s stock.

Key Moderna News

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

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. JPMorgan Chase & Co. boosted 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. Bank of America upgraded Moderna from an “underperform” rating to a “neutral” rating in a report on Wednesday, August 19th. Deutsche Bank Aktiengesellschaft initiated coverage on Moderna in a research note on Friday. They issued a “hold” rating on the stock. William Blair started coverage on Moderna in a report on Friday. They set an “outperform” rating for the company. Finally, Argus raised shares of Moderna from a “hold” rating to a “buy” rating and set a $180.00 target price for the company in a research report on Friday. Seven investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $80.53.

Insider Activity

In other news, President Stephen Hoge sold 53,336 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was 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 transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shannon Thyme Klinger sold 3,471 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $50.00, for a total transaction of $173,550.00. Following the sale, the insider directly owned 67,468 shares of the company’s stock, valued at $3,373,400. The trade was a 4.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Insiders own 10.80% of the company’s stock.

Moderna Stock Performance

Moderna stock opened at $137.99 on Friday. Moderna, Inc. has a 12-month low of $22.28 and a 12-month high of $176.66. The company has a market capitalization of $55.09 billion, a price-to-earnings 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 firm’s fifty day moving average price is $77.11 and its 200 day moving average price is $59.73.

Moderna (NASDAQ:MRNA) last issued 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 firm had revenue of $145.00 million for the quarter, compared to analyst estimates of $102.93 million. Moderna had a negative net margin of 141.43% and a negative return on equity of 28.30%. The firm’s revenue was up 2.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($2.13) EPS. On average, research analysts forecast that Moderna, Inc. will post -6.11 EPS for the current fiscal year.

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.