Mitsubishi UFJ Trust & Banking Corp Makes New $2.35 Million Investment in Moderna, Inc. $MRNA

Mitsubishi UFJ Trust & Banking Corp acquired a new stake in shares of Moderna, Inc. (NASDAQ:MRNA) in the third quarter, HoldingsChannel.com reports. The fund acquired 91,010 shares of the company’s stock, valued at approximately $2,351,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Norges Bank bought a new stake in Moderna in the second quarter valued at $94,910,000. Vanguard Group Inc. raised its holdings in Moderna by 3.2% in the 2nd quarter. Vanguard Group Inc. now owns 41,708,705 shares of the company’s stock worth $1,150,743,000 after purchasing an additional 1,312,192 shares in the last quarter. Legal Advantage Investments Inc. purchased a new stake in shares of Moderna in the 3rd quarter worth about $1,244,000. Letko Brosseau & Associates Inc. boosted its stake in shares of Moderna by 2.4% during the 2nd quarter. Letko Brosseau & Associates Inc. now owns 918,190 shares of the company’s stock valued at $25,333,000 after purchasing an additional 21,765 shares in the last quarter. Finally, Thrivent Financial for Lutherans increased its position in shares of Moderna by 600.7% during the second quarter. Thrivent Financial for Lutherans now owns 92,999 shares of the company’s stock valued at $2,566,000 after buying an additional 79,726 shares during the period. Institutional investors own 75.33% of the company’s stock.

Key Headlines Impacting Moderna

Here are the key news stories impacting Moderna this week:

• Positive Sentiment: Moderna announced a global commercialization collaboration with Recordati for its investigational propionic acidemia therapy mRNA‑3927, under which Moderna keeps development control and can receive up to $160M in upfront/near‑term milestones plus royalties — a near‑term cash and de‑risking event for a rare‑disease program. RECORDATI ANNOUNCES STRATEGIC COLLABORATION WITH MODERNA
• Positive Sentiment: Moderna named Dr. David Berman as Chief Development Officer effective March 2, 2026 — a senior hire that could bolster investor confidence in clinical execution and pipeline progression. Dr. David Berman to Join Moderna as Chief Development Officer
• Neutral Sentiment: Barclays has initiated coverage of Moderna, which can influence flows depending on the firm’s rating and target but is not an immediate operational development. Barclays Initiates Coverage on Moderna
• Neutral Sentiment: Public commentary (e.g., Jim Cramer) remains mixed — high-profile media comments can sway retail interest but don’t change fundamentals. Jim Cramer on Moderna: “We Have to Wait and See”
• Negative Sentiment: Chief Medical Officer Jacqueline Miller, a leader on Spikevax and key development executive, will step down effective March 2 — leadership turnover in clinical oversight raises near‑term execution uncertainty. Moderna CMO Jacqueline Miller to step down
• Negative Sentiment: Reports that Moderna is rethinking late‑stage vaccine funding and investor risk allocation have raised concerns about how the company will finance and prioritize its pipeline, compounding worries from prior quarters of falling COVID vaccine revenue and negative EPS. Moderna Rethinks Late Stage Vaccine Funding And Investor Risk Balance

Moderna Price Performance

Shares of NASDAQ:MRNA opened at $44.07 on Friday. The business has a fifty day moving average price of $33.96 and a 200-day moving average price of $29.25. The company has a market capitalization of $17.22 billion, a PE ratio of -5.46 and a beta of 1.17. Moderna, Inc. has a 1-year low of $22.28 and a 1-year high of $55.20.

Moderna (NASDAQ:MRNA) last announced its quarterly earnings results on Thursday, November 6th. The company reported ($0.51) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($2.15) by $1.64. Moderna had a negative net margin of 139.61% and a negative return on equity of 29.81%. The company had revenue of $1.02 billion for the quarter, compared to analysts’ expectations of $893.29 million. During the same quarter in the previous year, the business posted $0.03 EPS. Moderna’s revenue was down 45.4% compared to the same quarter last year. On average, sell-side analysts anticipate that Moderna, Inc. will post -9.61 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Noubar Afeyan sold 23,853 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $29.48, for a total transaction of $703,186.44. Following the sale, the director owned 3,924 shares in the company, valued at $115,679.52. This represents a 85.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 10.90% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on MRNA. Citigroup restated a “neutral” rating on shares of Moderna in a report on Monday, January 19th. Weiss Ratings reissued a “sell (e+)” rating on shares of Moderna in a research report on Wednesday, October 8th. Jefferies Financial Group restated a “hold” rating on shares of Moderna in a research report on Monday, January 5th. BMO Capital Markets raised Moderna from a “market perform” rating to a “buy” rating in a research note on Monday, January 12th. Finally, Berenberg Bank set a $28.00 price objective on Moderna in a research report on Monday, November 17th. Two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, Moderna has an average rating of “Reduce” and an average price target of $28.77.

About Moderna

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.