3,753 Shares in Moderna, Inc. $MRNA Purchased by Evolve Private Wealth LLC

Posted by Brenda Bartman on Aug 27th, 2026

Evolve Private Wealth LLC purchased a new stake in shares of Moderna, Inc. (NASDAQ:MRNA – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,753 shares of the company’s stock, valued at approximately $263,000.

Other large investors have also added to or reduced their stakes in the company. AQR Capital Management LLC purchased a new position in shares of Moderna in the 1st quarter worth $415,000. NewEdge Advisors LLC raised its position in shares of Moderna by 732.7% during the 1st quarter. NewEdge Advisors LLC now owns 11,575 shares of the company’s stock valued at $328,000 after buying an additional 10,185 shares in the last quarter. United Services Automobile Association purchased a new stake in shares of Moderna during the 1st quarter valued at about $230,000. Focus Partners Wealth lifted its holdings in shares of Moderna by 58.7% in the 1st quarter. Focus Partners Wealth now owns 23,547 shares of the company’s stock valued at $668,000 after acquiring an additional 8,706 shares during the last quarter. Finally, American Century Companies Inc. lifted its holdings in shares of Moderna by 5.2% in the 2nd quarter. American Century Companies Inc. now owns 48,859 shares of the company’s stock valued at $1,348,000 after acquiring an additional 2,410 shares during the last quarter. Institutional investors own 75.33% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on MRNA shares. The Goldman Sachs Group boosted their price objective on Moderna from $67.00 to $120.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 19th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Moderna in a research note on Friday, June 12th. Barclays lifted their target price on Moderna from $48.00 to $125.00 and gave the stock an “equal weight” rating in a report on Monday. Citigroup boosted their target price on Moderna from $41.00 to $60.00 and gave the company a “neutral” rating in a research report on Monday, August 3rd. Finally, Wolfe Research upgraded Moderna from an “underperform” rating to a “peer perform” rating in a report on Tuesday. Four analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $74.31.

View Our Latest Research Report on MRNA

Trending Headlines about Moderna

Here are the key news stories impacting Moderna this week:

Positive Sentiment: Moderna and Merck’s individualized mRNA cancer vaccine, intismeran autogene, reportedly reduced the risk of melanoma recurrence by 49% in a late-stage study when used with Keytruda. The results reinforce Moderna’s strategy of expanding beyond COVID-19 vaccines and could support a large oncology opportunity. Skin cancer vaccine report
Positive Sentiment: Wolfe Research upgraded Moderna following the Phase 3 oncology data and estimated a potential cancer-vaccine market opportunity of approximately $9.2 billion. That outlook helped fuel the recent rally and improves confidence that Moderna may develop meaningful non-COVID revenue. Wolfe cancer-vaccine opportunity report
Positive Sentiment: The FDA’s approval of the first mRNA-based flu vaccine highlights growing recognition of mRNA technology and may increase the strategic and patent value of platforms used by companies such as Moderna. FDA mRNA flu vaccine report
Neutral Sentiment: Analysts and investors are increasingly viewing Moderna as an oncology and platform-technology company rather than solely a COVID-19 vaccine maker. However, recent trading alerts and analyst-driven momentum appear to have amplified volatility, making the shares vulnerable to profit-taking.
Negative Sentiment: Despite the upgrade, the stock is giving back part of its rally because Moderna’s roughly $59 billion valuation remains difficult to justify against a loss-making business and weak near-term revenue. The company reported a quarterly loss and continues to face uncertainty over the timing and probability of commercializing its pipeline. Moderna valuation and pullback report
Negative Sentiment: Coverage also cautions that the cancer-vaccine evidence remains limited and that manufacturing personalization, treatment costs, regulatory review and broad adoption could restrict the therapy’s eventual use. Cancer-vaccine barriers explainer
Negative Sentiment: Moderna’s CEO warned that China’s state-backed investment in mRNA technology is intensifying global competition, potentially increasing pressure on intellectual property, pricing and long-term market share. China mRNA competition report

Insiders Place Their Bets

In other news, President Stephen Hoge sold 53,336 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $51.37, for a total transaction of $2,739,870.32. Following the completion of the sale, the president directly owned 1,483,848 shares of the company’s stock, valued at approximately $76,225,271.76. The trade was a 3.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shannon Thyme Klinger sold 3,471 shares of the company’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $50.00, for a total transaction of $173,550.00. Following the completion of the transaction, the insider owned 67,468 shares in the company, valued at approximately $3,373,400. The trade was a 4.89% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 10.80% of the stock is currently owned by insiders.

Moderna Trading Down 5.8%

Shares of NASDAQ MRNA opened at $149.66 on Thursday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 2.18 and a current ratio of 2.29. The business’s 50 day moving average price is $74.05 and its 200-day moving average price is $58.46. Moderna, Inc. has a fifty-two week low of $22.28 and a fifty-two week high of $176.66. The company has a market cap of $59.75 billion, a price-to-earnings ratio of -18.73 and a beta of 0.91.

Moderna (NASDAQ:MRNA – Get Free Report) last posted its quarterly earnings data on Friday, July 31st. The company reported ($1.97) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($2.03) by $0.06. The company had revenue of $145.00 million during the quarter, compared to analysts’ expectations of $102.93 million. Moderna had a negative return on equity of 28.30% and a negative net margin of 141.43%.Moderna’s revenue was up 2.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($2.13) EPS. On average, sell-side analysts expect that Moderna, Inc. will post -6.18 earnings per share for the current year.

Moderna Company Profile

(Free Report)

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.