EP Wealth Advisors LLC Takes $325,000 Position in Moderna, Inc. $MRNA

Posted by Stanley Muller on Aug 26th, 2026

EP Wealth Advisors LLC acquired a new stake in Moderna, Inc. (NASDAQ:MRNA – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 4,641 shares of the company’s stock, valued at approximately $325,000.

A number of other large investors have also bought and sold shares of the business. Rakuten Securities Inc. acquired a new stake in Moderna during the 2nd quarter worth approximately $248,000. Ieq Capital LLC acquired a new position in shares of Moderna in the second quarter valued at approximately $662,000. Callan Family Office LLC acquired a new position in shares of Moderna in the second quarter valued at approximately $317,000. C M Bidwell & Associates Ltd. bought a new stake in shares of Moderna during the second quarter worth $368,000. Finally, Green Alpha Advisors LLC bought a new stake in shares of Moderna during the second quarter worth $2,364,000. 75.33% of the stock is owned by institutional investors.

Insider Activity at Moderna

In related news, insider Shannon Thyme Klinger sold 3,471 shares of the stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $50.00, for a total transaction of $173,550.00. Following the sale, the insider owned 67,468 shares in the company, valued at approximately $3,373,400. This trade represents a 4.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through 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, President Stephen Hoge sold 53,336 shares of the firm’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $51.37, for a total value of $2,739,870.32. Following the completion of the sale, the president directly owned 1,483,848 shares in the company, valued at approximately $76,225,271.76. This represents a 3.47% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 10.80% of the company’s stock.

Moderna Price Performance

Shares of NASDAQ MRNA opened at $158.83 on Wednesday. The company has a current ratio of 2.29, a quick ratio of 2.18 and a debt-to-equity ratio of 0.09. The business’s 50 day moving average is $72.29 and its 200-day moving average is $57.69. Moderna, Inc. has a 1-year low of $22.28 and a 1-year high of $176.66. The firm has a market cap of $63.41 billion, a P/E ratio of -19.88 and a beta of 0.91.

Moderna (NASDAQ:MRNA – Get Free Report) last released its quarterly earnings results on Friday, July 31st. The company reported ($1.97) EPS for the quarter, topping analysts’ consensus estimates of ($2.03) by $0.06. The business had revenue of $145.00 million for the quarter, compared to analyst estimates of $102.93 million. Moderna had a negative net margin of 141.43% and a negative return on equity of 28.30%. Moderna’s revenue for the quarter was up 2.1% compared to the same quarter last year. During the same period last year, the firm earned ($2.13) earnings per share. Equities research analysts predict that Moderna, Inc. will post -6.18 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on MRNA shares. Weiss Ratings reissued a “sell (d-)” rating on shares of Moderna in a research report on Friday, June 12th. Piper Sandler reissued an “overweight” rating on shares of Moderna in a research report on Monday, August 3rd. The Goldman Sachs Group raised their price objective on Moderna from $67.00 to $120.00 and gave the company a “neutral” rating in a research report on Wednesday, August 19th. UBS Group lifted their target price on Moderna from $50.00 to $150.00 and gave the stock a “neutral” rating in a research note on Thursday, August 20th. Finally, Bank of America raised Moderna from an “underperform” rating to a “neutral” rating in a report on Wednesday, August 19th. Four investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, Moderna presently has a consensus rating of “Hold” and an average price target of $74.31.

Check Out Our Latest Analysis on MRNA

Key Stories Impacting Moderna

Here are the key news stories impacting Moderna this week:

Positive Sentiment: Positive Phase 3 cancer-vaccine data remains the main catalyst. Moderna and Merck reported that intismeran, used with Keytruda, met key goals in the INTerpath-001 study of resected melanoma. The result is viewed as an important validation of Moderna’s mRNA technology because it reportedly showed benefit over Keytruda alone—the first positive late-stage readout for an mRNA-based cancer vaccine in this setting. Moderna’s personalized cancer vaccine shows promise
Positive Sentiment: Analysts see a substantial opportunity. Wolfe Research estimates the melanoma and broader cancer-vaccine opportunity could reach approximately $9.2 billion, while other analysts have raised ratings and highlighted the long-term potential of intismeran. That has helped shift the investment narrative beyond Moderna’s declining COVID-19 business. MRNA Stock Jumps Past $150
Positive Sentiment: Broader mRNA validation is supporting sentiment. The FDA’s approval of the first mRNA-based flu vaccine could improve perceptions of mRNA platforms and reinforce the value of related intellectual property, although the approval is not itself a direct Moderna product catalyst. FDA Approves First mRNA-Based Flu Vaccine
Neutral Sentiment: Trading momentum is amplifying the move. A reported “Power Inflow” signal and unusually heavy volume indicate strong buying interest, but these technical indicators do not establish the vaccine’s long-term commercial value. Moderna Shares Rise After Trading Signal
Negative Sentiment: Investors face significant execution and valuation risks. The cancer-vaccine evidence remains limited, and broader adoption could be constrained by manufacturing complexity, regulatory requirements, cost, competition and the need for additional data. Analysts also caution that Moderna’s pipeline and financial outlook remain challenging outside this program. Explainer on the Merck-Moderna Cancer Vaccine
Negative Sentiment: Profit-taking and geopolitical concerns could increase volatility. Moderna previously fell as traders locked in gains after its extraordinary advance. CEO Stéphane Bancel also warned that China is investing heavily in biotechnology and mRNA, creating a potential long-term competitive threat. Moderna CEO Warns About China’s mRNA Investment

Moderna 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.