Envestnet Asset Management Inc. Has $940,000 Position in Moderna, Inc. $MRNA

Envestnet Asset Management Inc. lifted its holdings in Moderna, Inc. (NASDAQ:MRNA) by 119.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 36,396 shares of the company’s stock after acquiring an additional 19,826 shares during the period. Envestnet Asset Management Inc.’s holdings in Moderna were worth $940,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Hantz Financial Services Inc. increased its holdings in Moderna by 273.0% in the third quarter. Hantz Financial Services Inc. now owns 2,712 shares of the company’s stock worth $70,000 after purchasing an additional 1,985 shares in the last quarter. Penserra Capital Management LLC acquired a new stake in shares of Moderna during the 3rd quarter worth approximately $472,000. Allianz Asset Management GmbH acquired a new stake in shares of Moderna during the 3rd quarter worth approximately $214,000. Principal Financial Group Inc. increased its stake in shares of Moderna by 0.4% in the 3rd quarter. Principal Financial Group Inc. now owns 373,054 shares of the company’s stock valued at $9,636,000 after acquiring an additional 1,442 shares in the last quarter. Finally, AlphaQuest LLC lifted its position in shares of Moderna by 56.8% during the 3rd quarter. AlphaQuest LLC now owns 36,141 shares of the company’s stock valued at $934,000 after acquiring an additional 13,096 shares during the period. Institutional investors own 75.33% of the company’s stock.

Key Headlines Impacting Moderna

Here are the key news stories impacting Moderna this week:

• Positive Sentiment: EU drug advisers (CHMP) recommended Moderna’s COVID‑19 + flu combo vaccine (mCombriax), which accelerates a likely EMA approval and supports near‑term commercial upside for seasonal respiratory vaccines. Moderna’s dual Covid-flu vaccine poised for EMA approval on positive CHMP take
• Positive Sentiment: Moderna announced a settlement that the company says resolves worldwide Arbutus/Genevant litigation and, importantly, removes future royalty obligations tied to Spikevax and other infectious‑disease programs — reducing long‑term royalty risk and clearing an overhang on its vaccine and pipeline commercialization. Moderna Resolves Global Patent Litigation with Arbutus/Genevant
• Neutral Sentiment: Management presentation at the TD Cowen Health Care conference (transcript) reiterated pipeline progress and strategy (oncology, combo respiratory vaccines and other mRNA programs). These updates keep the long‑term narrative intact but are incremental versus the settlement/regulatory headlines. Moderna Presents at TD Cowen 46th Annual Health Care Conference Transcript
• Neutral Sentiment: Analyst/opinion pieces are re‑examining Moderna’s valuation and long‑term thesis (oncology programs, cash runway). These note large upside if cancer vaccine trials succeed but emphasize binary clinical risk — useful context but not an immediate catalyst. Moderna Stock (MRNA): Is It a Buy Now? 7 Questions After the Crash
• Negative Sentiment: Moderna agreed to a settlement structure that will require a cash payment and an expected Q1 charge (reported at $950M upfront with the possibility of up to $2.25B total depending on appeal outcomes). That creates an immediate earnings hit, reduces cash balances and injected downside pressure into the stock despite the removal of future royalties. Moderna to Pay $950 Million to Settle Patent Cases From Arbutus, Genevant
• Negative Sentiment: Coverage also notes Moderna will appeal a District Court ruling (Section 1498) and that additional contingent payments could hinge on the Federal Circuit outcome — leaving residual legal/financial uncertainty despite the settlement agreement. Moderna agrees to pay up to $2.25 billion to settle COVID vaccine patent dispute

Moderna Stock Performance

Shares of Moderna stock opened at $49.83 on Wednesday. Moderna, Inc. has a 52 week low of $22.28 and a 52 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. The business has a 50 day moving average price of $41.78 and a 200-day moving average price of $31.72. The company has a market cap of $19.68 billion, a PE ratio of -6.85 and a beta of 1.29.

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, topping the consensus estimate 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 business had revenue of $678.00 million during the quarter, compared to the consensus estimate of $611.14 million. During the same quarter in the prior year, the company posted ($2.91) earnings per share. Moderna’s revenue was down 33.2% compared to the same quarter last year. Equities analysts anticipate that Moderna, Inc. will post -9.61 earnings per share for the current fiscal year.

Insider Activity

In other Moderna news, President Stephen Hoge sold 160,009 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $48.84, for a total value of $7,814,839.56. Following the completion of the sale, the president owned 1,457,427 shares in the company, valued at approximately $71,180,734.68. This trade represents a 9.89% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Noubar Afeyan sold 23,853 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $29.48, for a total value of $703,186.44. Following the completion of the transaction, the director owned 3,924 shares in the company, valued at $115,679.52. The trade was a 85.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 184,366 shares of company stock valued at $8,531,936. 10.90% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

MRNA has been the subject of a number of research reports. Evercore set a $35.00 price target on shares of Moderna in a report on Tuesday, February 17th. Leerink Partners reissued an “underperform” rating on shares of Moderna in a research report on Friday, January 30th. BMO Capital Markets raised Moderna from a “market perform” rating to a “buy” rating in a research report on Monday, January 12th. Piper Sandler upped their price target on Moderna from $63.00 to $69.00 and gave the stock an “overweight” rating in a research note on Monday, February 23rd. Finally, Jefferies Financial Group set a $37.00 price objective on Moderna and gave the company a “hold” rating in a research note on Tuesday. Two equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Reduce” and an average target price of $32.33.

Moderna 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.