Caprock Group LLC Makes New Investment in Moderna, Inc. $MRNA

Caprock Group LLC purchased a new position in shares of Moderna, Inc. (NASDAQ:MRNA) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 13,884 shares of the company’s stock, valued at approximately $334,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Rothschild Investment LLC grew its position in Moderna by 94.1% in the 2nd quarter. Rothschild Investment LLC now owns 920 shares of the company’s stock valued at $25,000 after acquiring an additional 446 shares in the last quarter. Atlantic Union Bankshares Corp purchased a new position in shares of Moderna in the second quarter valued at approximately $26,000. Whittier Trust Co. purchased a new position in shares of Moderna in the second quarter valued at approximately $28,000. MUFG Securities EMEA plc acquired a new position in shares of Moderna in the second quarter valued at approximately $28,000. Finally, Assetmark Inc. increased its stake in Moderna by 137.7% during the 2nd quarter. Assetmark Inc. now owns 1,298 shares of the company’s stock worth $36,000 after buying an additional 752 shares during the period. Hedge funds and other institutional investors own 75.33% of the company’s stock.

More Moderna News

Here are the key news stories impacting Moderna this week:

• Positive Sentiment: FDA accepted Moderna’s revised application and will initiate review of mRNA-1010 with an Aug. 5, 2026 PDUFA date; Moderna proposed an age‑based approval pathway (full approval for adults 50–64, accelerated approval for 65+) which could speed rollout for the 2026–27 flu season. Read More.
• Positive Sentiment: Market reaction: multiple outlets report a share pop after the review decision, reflecting investor optimism about near‑term commercial upside if approved. Read More.
• Positive Sentiment: Clinical pipeline momentum: a mid‑stage trial of a combo flu/COVID mRNA vaccine showed robust immune responses and no safety signals — supportive for Moderna’s broader respiratory vaccine strategy. Read More.
• Positive Sentiment: European expansion: the European Commission granted marketing authorization for Moderna’s COVID vaccine mNEXSPIKE, strengthening its respiratory portfolio in Europe. Read More.
• Neutral Sentiment: Analyst view: Goldman Sachs raised its price target to $41 but kept a “neutral” rating — a modest positive to guidance but still implies limited near‑term upside per that shop. Read More.
• Neutral Sentiment: Regulatory uncertainty remains: the FDA’s earlier refusal and the public debate around it show there is still execution risk and potential delays until the Aug. decision. Read More.
• Negative Sentiment: Legal risk: a court recently rejected two Moderna defenses in its patent dispute with Arbutus, keeping intellectual‑property exposure and potential liabilities on the table. Read More.

Moderna Price Performance

MRNA stock opened at $46.60 on Thursday. The business has a 50 day moving average price of $38.21 and a 200 day moving average price of $30.15. The stock has a market cap of $18.21 billion, a price-to-earnings ratio of -6.41 and a beta of 1.32. Moderna, Inc. has a fifty-two week low of $22.28 and a fifty-two week high of $55.20. The company has a quick ratio of 3.22, a current ratio of 3.29 and a debt-to-equity ratio of 0.07.

Moderna (NASDAQ:MRNA) last announced its quarterly earnings results on Friday, February 13th. The company reported ($2.11) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($2.79) by $0.68. Moderna had a negative return on equity of 30.15% and a negative net margin of 145.16%.The firm had revenue of $678.00 million during the quarter, compared to the consensus estimate of $611.14 million. During the same period in the prior year, the company posted ($2.91) earnings per share. The firm’s quarterly revenue was down 33.2% compared to the same quarter last year. Equities research analysts anticipate that Moderna, Inc. will post -9.61 earnings per share for the current fiscal year.

Insider Activity at Moderna

In related news, Director Noubar Afeyan sold 23,853 shares of Moderna stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $29.48, for a total transaction of $703,186.44. Following the sale, the director directly owned 3,924 shares in the company, valued at $115,679.52. This trade represents a 85.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 10.90% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Wolfe Research reissued an “underperform” rating and issued a $17.00 price target on shares of Moderna in a research report on Thursday, November 20th. UBS Group reiterated a “neutral” rating and issued a $36.00 target price on shares of Moderna in a report on Monday. Sanford C. Bernstein reissued a “market perform” rating and set a $45.00 target price on shares of Moderna in a research note on Tuesday. Royal Bank Of Canada increased their price target on Moderna from $25.00 to $30.00 and gave the company a “sector perform” rating in a research report on Tuesday. Finally, Bank of America decreased their price objective on Moderna from $24.00 to $21.00 and set an “underperform” rating for the company in a research note on Monday, November 10th. Two investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and a consensus price target of $31.47.

About Moderna

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.