Moderna, Inc. $MRNA Stock: Financial Solutions Advisory Group Inc. Cuts Holdings

Financial Solutions Advisory Group Inc. lessened its stake in shares of Moderna, Inc. (NASDAQ:MRNA) by 76.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,198 shares of the company’s stock after selling 3,939 shares during the period. Financial Solutions Advisory Group Inc.’s holdings in Moderna were worth $231,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of MRNA. Physician Wealth Advisors Inc. raised its holdings in shares of Moderna by 8.3% during the third quarter. Physician Wealth Advisors Inc. now owns 886 shares of the company’s stock valued at $171,000 after acquiring an additional 68 shares during the period. Fortitude Family Office LLC lifted its position in shares of Moderna by 53.1% in the 3rd quarter. Fortitude Family Office LLC now owns 222 shares of the company’s stock valued at $43,000 after acquiring an additional 77 shares in the last quarter. TD Waterhouse Canada Inc. lifted its position in shares of Moderna by 2.6% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 3,388 shares of the company’s stock valued at $246,000 after acquiring an additional 85 shares in the last quarter. SteelPeak Wealth LLC boosted its stake in Moderna by 3.9% in the 3rd quarter. SteelPeak Wealth LLC now owns 3,397 shares of the company’s stock worth $654,000 after purchasing an additional 127 shares during the period. Finally, Western Pacific Wealth Management LP acquired a new position in Moderna in the 3rd quarter worth approximately $29,000. 75.33% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Moderna

In other news, President Stephen Hoge sold 39,145 shares of the company’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $220.72, for a total value of $8,640,084.40. Following the transaction, the president directly owned 1,636,565 shares of the company’s stock, valued at approximately $361,222,626.80. This represents a 2.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through 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 stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $139.95, for a total value of $485,766.45. Following the sale, the insider owned 74,129 shares of the company’s stock, valued at approximately $10,374,353.55. This represents a 4.47% decrease in their ownership of the stock. 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 sold 197,251 shares of company stock valued at $33,875,904 in the last quarter. Company insiders own 10.80% of the company’s stock.

Moderna News Summary

Here are the key news stories impacting Moderna this week:

• Positive Sentiment: Moderna’s personalized cancer vaccine candidate recently produced positive clinical-trial data, renewing investor optimism about a potentially significant oncology business. The upcoming Nov. 6 event or update could provide another near-term catalyst. Will Moderna Soar on Nov. 6?
• Positive Sentiment: CEO Stéphane Bancel defended the melanoma-vaccine results, saying the data should improve over time and that Moderna’s technology may be difficult for competitors to replicate. He also expressed confidence that the platform could work in cancers beyond melanoma. Moderna CEO Cancer Vaccine Commentary
• Neutral Sentiment: Moderna’s ESMO presentation highlighted the science behind its oncology pipeline, but investors now want evidence that the program can translate into commercial revenue and improve the company’s financial outlook. Moderna ESMO Presentation
• Neutral Sentiment: Heavy investor searches for Moderna indicate elevated market interest, but the coverage does not identify a new fundamental development by itself. Investors Heavily Search Moderna
• Negative Sentiment: William Blair lowered Moderna to Market Perform from Outperform, citing valuation concerns after the stock’s strong oncology-driven advance. The downgrade suggests much of the cancer-vaccine optimism may already be reflected in the shares. William Blair Downgrades Moderna
• Negative Sentiment: An analyst lowered the FY2028 EPS estimate, reinforcing concerns about Moderna’s path to profitability and the premium valuation investors are assigning to its future pipeline. Comparisons with GSK emphasize that Moderna offers greater oncology upside but less income and currently higher execution risk. GSK vs. Moderna Growth Comparison

Moderna Stock Performance

MRNA stock opened at $222.76 on Friday. The firm has a 50 day simple moving average of $180.72 and a 200 day simple moving average of $85.58. Moderna, Inc. has a 52 week low of $22.28 and a 52 week high of $254.48. The stock has a market cap of $88.93 billion, a P/E ratio of -27.88 and a beta of 1.09. The company has a debt-to-equity ratio of 0.09, a quick ratio of 2.18 and a current ratio of 2.29.

Moderna (NASDAQ:MRNA) last released its quarterly earnings data on Friday, July 31st. The company reported ($1.97) earnings per share 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 for the quarter, compared to analyst estimates of $102.93 million. During the same quarter in the prior year, the business earned ($2.13) EPS. The company’s revenue for the quarter was up 2.1% compared to the same quarter last year. Research analysts anticipate that Moderna, Inc. will post -6.11 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on MRNA shares. Barclays lifted their price objective on shares of Moderna from $48.00 to $125.00 and gave the stock an “equal weight” rating in a research report on Monday, August 24th. Evercore increased their target price on Moderna from $50.00 to $80.00 in a report on Thursday, October 8th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Moderna in a research report on Wednesday, September 9th. CLSA upgraded Moderna to an “outperform” rating in a report on Friday, August 28th. Finally, William Blair lowered Moderna from an “outperform” rating to a “market perform” rating in a research report on Tuesday. Six analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, Moderna has an average rating of “Hold” and a consensus price target of $107.10.

Moderna Company 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 stimulate immune responses or support the treatment of disease. The company’s research programs span infectious diseases, immuno-oncology, rare diseases, autoimmune conditions and other therapeutic areas.

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.