Mitsubishi UFJ Trust & Banking Corp Boosts Stock Holdings in Moderna, Inc. $MRNA

Key Points

• Mitsubishi UFJ Trust & Banking increased its stake in Moderna by 58.5% in Q4, acquiring 53,273 shares to hold 144,283 shares worth about $4.26 million per its latest 13F filing.
• Moderna beat Q1 revenue estimates with $389M (+~260% YoY) driven by international COVID‑19 vaccine sales, but a $0.9B litigation settlement produced a GAAP loss (EPS -$3.40) and led to volatile stock trading.
• About 75.33% of shares are institutionally owned (Vanguard owns ~41.6M shares), insiders hold ~10.8% with President Stephen Hoge selling 160,009 shares (~$7.8M), and analysts' consensus rating is "Reduce" with a $34.60 target.

Mitsubishi UFJ Trust & Banking Corp grew its position in shares of Moderna, Inc. (NASDAQ:MRNA - Free Report) by 58.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 144,283 shares of the company's stock after acquiring an additional 53,273 shares during the period. Mitsubishi UFJ Trust & Banking Corp's holdings in Moderna were worth $4,255,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in shares of Moderna by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 41,584,782 shares of the company's stock valued at $1,226,335,000 after acquiring an additional 399,487 shares during the last quarter. Invesco Ltd. raised its stake in shares of Moderna by 15.7% during the third quarter. Invesco Ltd. now owns 8,216,163 shares of the company's stock valued at $212,223,000 after acquiring an additional 1,115,131 shares during the last quarter. Theleme Partners LLP raised its stake in shares of Moderna by 2.5% during the third quarter. Theleme Partners LLP now owns 8,068,810 shares of the company's stock valued at $208,417,000 after acquiring an additional 200,000 shares during the last quarter. Bank of America Corp DE raised its stake in Moderna by 84.3% in the second quarter. Bank of America Corp DE now owns 1,779,309 shares of the company's stock worth $49,091,000 after buying an additional 813,974 shares in the last quarter. Finally, Jacobs Levy Equity Management Inc. raised its stake in Moderna by 7.7% in the third quarter. Jacobs Levy Equity Management Inc. now owns 1,449,931 shares of the company's stock worth $37,452,000 after buying an additional 103,981 shares in the last quarter. 75.33% of the stock is owned by institutional investors.

Trending Headlines about Moderna

Here are the key news stories impacting Moderna this week:

• Positive Sentiment: Q1 revenue sharply exceeded estimates — $389M (+~260% YoY) driven by strong international COVID‑19 vaccine sales, showing demand outside the U.S. and a meaningful top‑line rebound. Article Title
• Positive Sentiment: Pipeline and upcoming regulatory catalysts remain market drivers — the mRNA‑1010 seasonal flu PDUFA (Aug. 5) and advancing oncology programs give upside optionality beyond COVID vaccines. Article Title
• Neutral Sentiment: Company reiterated 2026 outlook (up to ~10% revenue growth) and signaled continued operating expense reductions excluding the non‑recurring settlement — suggests management expects sustainable margin improvements over time. Article Title
• Neutral Sentiment: Revenue concentration shifted heavily to ex‑U.S. markets (~80% of Q1 revenue), which helped the beat but increases sensitivity to international procurement cycles and government deals. Article Title
• Negative Sentiment: A $0.9B one‑time litigation settlement was recorded in Q1, producing a wider GAAP loss (GAAP EPS of $(3.40)) and negative gross/net margins — this sizable charge weighed on the earnings print despite the revenue beat. Article Title
• Negative Sentiment: Stock reaction was volatile — shares initially rallied on the revenue beat but later moved lower as investors digested the settlement, continued unprofitability, and reliance on a few government contracts. Article Title

Insider Activity at Moderna

In other news, President Stephen Hoge sold 160,009 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $48.84, for a total transaction of $7,814,839.56. Following the sale, the president owned 1,457,427 shares in the company, valued at $71,180,734.68. This represents a 9.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 10.80% of the stock is currently owned by insiders.

Moderna Stock Performance

NASDAQ:MRNA opened at $45.37 on Monday. The company's 50 day moving average price is $51.84 and its 200-day moving average price is $39.47. Moderna, Inc. has a 52 week low of $22.28 and a 52 week high of $59.55. The company has a quick ratio of 2.35, a current ratio of 2.41 and a debt-to-equity ratio of 0.08. The stock has a market cap of $17.92 billion, a price-to-earnings ratio of -5.57 and a beta of 1.05.

Moderna (NASDAQ:MRNA - Get Free Report) last posted its quarterly earnings results on Friday, May 1st. The company reported ($3.40) EPS for the quarter, missing analysts' consensus estimates of ($3.02) by ($0.38). Moderna had a negative net margin of 143.55% and a negative return on equity of 26.64%. The firm had revenue of $389.00 million for the quarter, compared to analysts' expectations of $236.37 million. During the same quarter in the previous year, the company earned ($2.52) EPS. The company's quarterly revenue was up 260.2% compared to the same quarter last year. On average, equities research analysts forecast that Moderna, Inc. will post -8 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on MRNA. Leerink Partners reaffirmed an "underperform" rating on shares of Moderna in a research note on Friday, January 30th. BMO Capital Markets raised shares of Moderna from a "market perform" rating to a "buy" rating in a research note on Monday, January 12th. Wall Street Zen raised shares of Moderna from a "sell" rating to a "hold" rating in a research note on Saturday, January 17th. Citigroup reaffirmed a "neutral" rating on shares of Moderna in a research note on Monday, February 16th. Finally, Sanford C. Bernstein reaffirmed a "market perform" rating and set a $45.00 target price on shares of Moderna in a research note on Tuesday, February 17th. Two analysts have rated the stock with a Buy rating, twelve have given a Hold rating and five have given a Sell rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Reduce" and a consensus price target of $34.60.

Moderna Company 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.

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