Quantbot Technologies LP Sells 34,481 Shares of Moderna, Inc. $MRNA

Key Points

• Quantbot Technologies LP cut its Moderna stake by 58.6%, selling 34,481 shares in Q3 and leaving 24,373 shares valued at roughly $630,000.
• Patent settlement clears a major legal overhang for Moderna but may cost up to about $2.25 billion (with $950M fronted), creating renewed concerns about cash burn and near‑term finances.
• Insider selling and cautious Street view: President Stephen Hoge sold 160,009 shares (~$7.8M) and insiders sold 184,366 shares (~$8.53M) in the past 90 days, while analysts' average rating is "Reduce" with a $32.33 price target.

Quantbot Technologies LP cut its stake in shares of Moderna, Inc. (NASDAQ:MRNA - Free Report) by 58.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 24,373 shares of the company's stock after selling 34,481 shares during the quarter. Quantbot Technologies LP's holdings in Moderna were worth $630,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of MRNA. Rothschild Investment LLC grew its stake in Moderna by 94.1% in the second quarter. Rothschild Investment LLC now owns 920 shares of the company's stock worth $25,000 after purchasing an additional 446 shares in the last quarter. Atlantic Union Bankshares Corp bought a new stake in Moderna during the 2nd quarter valued at $26,000. MUFG Securities EMEA plc bought a new stake in Moderna during the 2nd quarter valued at $28,000. Assetmark Inc. lifted its holdings in shares of Moderna by 137.7% in 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. Finally, EverSource Wealth Advisors LLC grew its position in shares of Moderna by 148.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,341 shares of the company's stock worth $37,000 after buying an additional 801 shares in the last quarter. Institutional investors own 75.33% of the company's stock.

Insider Transactions at Moderna

In other news, President Stephen Hoge sold 160,009 shares of the firm's 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 sale, the president directly 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 Securities & Exchange Commission, which is accessible through this hyperlink. 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 transaction of $703,186.44. Following the transaction, the director owned 3,924 shares of the company's stock, valued at approximately $115,679.52. This trade represents a 85.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 184,366 shares of company stock worth $8,531,936 over the last 90 days. Company insiders own 10.90% of the company's stock.

Key Moderna News

Here are the key news stories impacting Moderna this week:

• Positive Sentiment: Settlement clears legal overhang: Moderna reached deals to resolve long‑running LNP patent litigation, which investors interpret as removing a major uncertainty that had been capping the stock. The market initially reacted positively to news the dispute is resolved. Moderna to pay up to $2.25B to end mRNA vaccine patent fight Moderna fronts $950M to settle yearslong COVID patent litigation
• Positive Sentiment: Bullish options flow: Unusually heavy call buying (112,509 calls, ~32% above typical volume) signals short‑term bullish positioning by traders and could support intraday upside if flows continue. (No external link provided)
• Positive Sentiment: Retail interest and momentum: Retail chatter and short‑term momentum have helped lift the stock recently (double‑digit weekly moves and large YTD gains cited by coverage), which can amplify volatility around news. Reddit Traders Are Cheering Moderna While Bears Watch the Cash Burn
• Neutral Sentiment: Analyst and narrative pieces: Several outlets are revisiting Moderna’s investment case (pipeline potential, oncology vaccine upside) and whether today’s price is a buying opportunity — useful context but not immediate catalysts. Moderna Stock (MRNA): Is It a Buy Now?
• Neutral Sentiment: Market bounce context: Coverage grouping Moderna with other volatile names notes technical bounces and differing Wall Street views — helpful for traders but mixed for longer‑term investors. These 3 Stocks Just Bounced From Lows — What Wall Street Thinks Comes Next
• Negative Sentiment: Regulatory uncertainty: Reports highlighting recent FDA reversals and tougher scrutiny on new drug applications have increased investor concern that future approvals (e.g., respiratory or flu programs) could face delays or setbacks. That regulatory risk is pressuring the stock today. FDA reversals leave investors worrying about the fates of other experimental drugs
• Negative Sentiment: Cash/cost impact of the settlement: While the settlement removes legal overhang, it carries a material cash burden (Moderna may pay up to ~$2.25B and is fronting $950M), which renews concerns about cash burn and near‑term finances—an important negative for fundamental investors. Moderna to Pay Up to $2.25B to Settle Patent Suit Over Covid-19 Vaccine Technology

Moderna Trading Down 2.4%

MRNA opened at $52.52 on Monday. The company has a current ratio of 3.29, a quick ratio of 3.22 and a debt-to-equity ratio of 0.07. The firm has a market cap of $20.74 billion, a price-to-earnings ratio of -7.22 and a beta of 1.29. Moderna, Inc. has a 12 month low of $22.28 and a 12 month high of $59.55. The stock has a fifty day moving average price of $43.13 and a 200-day moving average price of $32.29.

Moderna (NASDAQ:MRNA - Get Free Report) last issued its quarterly earnings data on Friday, February 13th. The company reported ($2.11) earnings per share 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 company had revenue of $678.00 million for the quarter, compared to the consensus estimate of $611.14 million. During the same quarter last year, the company earned ($2.91) earnings per share. The firm's revenue for the quarter was down 33.2% compared to the same quarter last year. As a group, equities research analysts anticipate that Moderna, Inc. will post -9.61 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

MRNA has been the topic of several research reports. Wall Street Zen upgraded Moderna from a "sell" rating to a "hold" rating in a research note on Saturday, January 17th. Leerink Partners reaffirmed an "underperform" rating on shares of Moderna in a research note on Friday, January 30th. Wolfe Research reiterated an "underperform" rating and set a $17.00 target price on shares of Moderna in a report on Thursday, November 20th. Morgan Stanley set a $30.00 target price on shares of Moderna in a research report on Monday, February 16th. Finally, The Goldman Sachs Group upped their price target on shares of Moderna from $36.00 to $41.00 and gave the stock a "neutral" rating in a research report on Tuesday, February 17th. Two investment 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's stock. According to data from MarketBeat.com, the company currently has an average rating of "Reduce" and an average price target of $32.33.

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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