7,007 Moderna, Inc. $MRNA Shares Acquired by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. grew its holdings in Moderna, Inc. (NASDAQ:MRNA) by 79.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 15,824 shares of the company’s stock after acquiring an additional 7,007 shares during the period. Oppenheimer & Co. Inc.’s holdings in Moderna were worth $3,047,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in MRNA. Park Avenue Securities LLC purchased a new position in Moderna in the third quarter valued at about $864,000. Apollon Wealth Management LLC lifted its stake in shares of Moderna by 13.6% during the third quarter. Apollon Wealth Management LLC now owns 5,973 shares of the company’s stock worth $1,150,000 after purchasing an additional 713 shares in the last quarter. Aries Wealth Management acquired a new position in shares of Moderna during the third quarter worth about $385,000. Kingswood Wealth Advisors LLC acquired a new position in shares of Moderna during the third quarter worth about $348,000. Finally, Sigma Planning Corp purchased a new stake in shares of Moderna in the third quarter worth about $287,000. Institutional investors and hedge funds own 75.33% of the company’s stock.

Moderna Stock Performance

Shares of MRNA stock opened at $221.72 on Friday. The company has a quick ratio of 2.18, a current ratio of 2.29 and a debt-to-equity ratio of 0.09. The business has a 50 day moving average of $182.49 and a two-hundred day moving average of $86.52. Moderna, Inc. has a 52 week low of $22.28 and a 52 week high of $254.48. The company has a market cap of $88.52 billion, a P/E ratio of -27.75 and a beta of 1.09.

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

Key Stories Impacting Moderna

Here are the key news stories impacting Moderna this week:

• Positive Sentiment: Moderna’s personalized cancer-vaccine candidate remains a key potential catalyst. Recent clinical data have encouraged investors, and Chief Executive Stéphane Bancel defended the melanoma results, saying the data could improve over time and that competitors may not easily replicate the company’s technology. Will Moderna Soar on Nov. 6? Moderna’s CEO discusses its cancer vaccine
• Positive Sentiment: Coverage comparing Moderna with BioNTech highlights the company’s oncology platform and its potential role in the growing mRNA cancer-vaccine market. Successful follow-up data could support Moderna’s long-term growth narrative. Moderna cancer results versus BioNTech
• Neutral Sentiment: Investor attention is elevated ahead of Moderna’s quarterly earnings release. The report may provide updated financial guidance and more information about the company’s pipeline, but heavy searches alone do not change the underlying outlook. Moderna projected to announce quarterly earnings
• Negative Sentiment: Analysts expect Moderna’s third-quarter earnings to decline, and Zacks says the company lacks the combination of factors typically associated with a likely earnings beat. That is weighing on expectations ahead of the report. Moderna Q3 earnings preview
• Negative Sentiment: William Blair lowered Moderna to Market Perform, while an analyst also reduced the company’s fiscal 2028 EPS estimate. The actions reinforce concerns about the premium valuation, limited near-term earnings visibility and the time required for oncology programs to mature. Moderna rating lowered to Market Perform Moderna FY2028 EPS estimate lowered

Analysts Set New Price Targets

A number of research firms have recently issued reports on MRNA. Jefferies Financial Group reiterated a “hold” rating and issued a $150.00 target price (up from $60.00) on shares of Moderna in a research note on Wednesday, August 19th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of Moderna in a report on Friday, September 25th. CLSA raised Moderna to an “outperform” rating in a report on Friday, August 28th. Bradesco Corretora upgraded Moderna to an “outperform” rating in a report on Friday, August 28th. Finally, Loop Capital set a $135.00 price target on Moderna in a research report on Wednesday, August 19th. Six investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $107.10.

Insider Buying and Selling

In other Moderna news, 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 directly owned 74,129 shares of the company’s stock, valued at $10,374,353.55. This trade represents a 4.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 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, CFO Jamey Mock sold 34,836 shares of the stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $134.49, for a total value of $4,685,093.64. Following the completion of the sale, the chief financial officer directly owned 59,375 shares in the company, valued at $7,985,343.75. This represents a 36.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 197,251 shares of company stock worth $33,875,904 in the last three months. 10.80% of the stock is owned by insiders.

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.