Sivik Global Healthcare LLC Makes New Investment in Moderna, Inc. $MRNA

Key Points

• Sivik Global Healthcare LLC acquired 10,000 Moderna shares worth approximately $1.93 million, making Moderna about 1.2% of its portfolio. Institutional investors collectively own 75.33% of the company.
• Analysts maintain a generally cautious outlook, with a consensus rating of “Hold” and an average price target of $100.60, well below Moderna’s reported trading price of $215.57.
• Moderna’s pipeline offers potential upside through cancer and flu vaccines, but recent insider selling—including a $4.69 million sale by CFO James Mock—and valuation concerns could weigh on the stock.

Sivik Global Healthcare LLC acquired a new position in shares of Moderna, Inc. (NASDAQ:MRNA - Free Report) in the third quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 10,000 shares of the company's stock, valued at approximately $1,926,000. Moderna comprises approximately 1.2% of Sivik Global Healthcare LLC's investment portfolio, making the stock its 29th biggest position.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. TD Waterhouse Canada Inc. boosted its stake in Moderna by 2.6% during the second quarter. TD Waterhouse Canada Inc. now owns 3,388 shares of the company's stock worth $246,000 after buying an additional 85 shares during the period. MassMutual Private Wealth & Trust FSB raised its stake in shares of Moderna by 8.8% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 1,976 shares of the company's stock valued at $381,000 after acquiring an additional 159 shares during the period. Assetmark Inc. lifted its holdings in shares of Moderna by 35.1% in the 1st quarter. Assetmark Inc. now owns 801 shares of the company's stock worth $41,000 after acquiring an additional 208 shares during the last quarter. Versant Capital Management Inc boosted its position in shares of Moderna by 13.8% during the 3rd quarter. Versant Capital Management Inc now owns 2,491 shares of the company's stock worth $480,000 after purchasing an additional 302 shares during the period. Finally, Caitong International Asset Management Co. Ltd boosted its position in shares of Moderna by 21.9% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 2,153 shares of the company's stock worth $63,000 after purchasing an additional 387 shares during the period. 75.33% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

MRNA has been the topic of a number of research reports. William Blair assumed coverage on Moderna in a research note on Friday, August 28th. They set an "outperform" rating on the stock. The Goldman Sachs Group boosted their price objective on Moderna from $67.00 to $120.00 and gave the company a "neutral" rating in a report on Wednesday, August 19th. Loop Capital set a $135.00 target price on Moderna in a research note on Wednesday, August 19th. Royal Bank Of Canada restated a "sector perform" rating and set a $130.00 target price on shares of Moderna in a report on Wednesday, August 19th. Finally, Berenberg Bank lifted their target price on Moderna from $45.00 to $100.00 and gave the company a "hold" rating in a research report on Friday, September 11th. Seven analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average price target of $100.60.

Key Headlines Impacting Moderna

Here are the key news stories impacting Moderna this week:

• Positive Sentiment: Reports of encouraging results for Moderna’s mRNA cancer vaccine, along with a proposed NIH-backed initiative to accelerate personalized cancer-vaccine research, have strengthened expectations for the company’s oncology pipeline. Vaccine stocks, including MRNA, rallied on the news. Moderna Is Now Worth More Than 3X as Much as BioNTech Vaccine Stocks Rally on Reports of U.S.-led Push for Cancer Vaccines
• Positive Sentiment: Health Canada is reviewing Moderna’s new mRNA flu vaccine, which could potentially reduce hospitalizations and provide another commercial growth opportunity beyond COVID-19 products. Health Canada reviewing new mRNA flu vaccine
• Neutral Sentiment: Moderna will report third-quarter 2026 results and provide a corporate update on November 6. The announcement itself does not change fundamentals, but investors may look for updates on revenue trends, cash usage and pipeline milestones. Moderna to Report Third Quarter 2026 Financial Results
• Negative Sentiment: The recent surge has prompted profit-taking and renewed valuation concerns. Moderna’s earlier Nasdaq-100 inclusion helped drive demand, but that event-driven buying may have faded, leaving the stock vulnerable to volatility. Moderna slides as investors reassess near-term catalysts
• Negative Sentiment: Reported insider activity shows selling rather than buying by several executives over the past six months, while several analysts’ price targets remain well below the current market valuation. These signals could limit gains if pipeline optimism weakens.

Insider Activity

In related news, CFO James M. Mock sold 34,836 shares of the firm's stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $134.49, for a total value of $4,685,093.64. Following the sale, the chief financial officer owned 59,375 shares of the company's stock, valued at $7,985,343.75. This trade represents a 36.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shannon Klinger sold 3,471 shares of Moderna stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $139.95, for a total transaction of $485,766.45. Following the completion of the transaction, the insider owned 74,129 shares of the company's stock, valued at $10,374,353.55. This represents a 4.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. In the last quarter, insiders sold 118,882 shares of company stock worth $16,862,280. 10.80% of the stock is currently owned by company insiders.

Moderna Stock Up 0.9%

NASDAQ:MRNA traded up $1.83 during midday trading on Tuesday, reaching $215.57. The company had a trading volume of 8,068,334 shares, compared to its average volume of 12,221,597. The firm has a market capitalization of $86.07 billion, a price-to-earnings ratio of -26.99 and a beta of 1.09. The stock's fifty day simple moving average is $143.25 and its 200-day simple moving average is $86.30. Moderna, Inc. has a 12-month low of $22.28 and a 12-month high of $227.46. The company has a current ratio of 2.29, a quick ratio of 2.18 and a debt-to-equity ratio of 0.09.

Moderna (NASDAQ:MRNA - Get Free Report) last issued its quarterly earnings results on Friday, July 31st. The company reported ($1.97) earnings per share for the quarter, topping the consensus estimate of ($2.03) by $0.06. The company had revenue of $145.00 million for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter in the prior year, the business earned ($2.13) EPS. On average, sell-side analysts anticipate that Moderna, Inc. will post -6.11 earnings per share for the current fiscal year.

Moderna Company Profile

Moderna, Inc is a biotechnology company that develops medicines and vaccines using messenger RNA (mRNA) technology. Its platform is designed to instruct cells to produce proteins that can help prevent or treat disease, supporting the company's work across infectious diseases, immuno-oncology, rare diseases, autoimmune conditions, and cardiovascular diseases.

Moderna's commercial products include Spikevax, an mRNA vaccine for COVID-19, and mRESVIA, an mRNA vaccine for respiratory syncytial virus (RSV) in older adults.

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