Elser Financial Planning 13F: New $257K Stake in Moderna (MRNA)

Elser Financial Planning disclosed a new position in Moderna, Inc. (NasdaqGS: MRNA) in a filing on October 16, 2026. The firm acquired 1,335 shares valued at approximately $257,081, marking its first investment in the biotechnology company.

What Changed in Elser Financial Planning's Moderna Position

Elser Financial Planning took a new position in Moderna, acquiring 1,335 shares. This marks a fresh investment in the company.

Other Institutional Activity in Moderna

Several other institutional investors also hold significant stakes in Moderna. FMR, LLC owns 51,859,891 shares worth about $11.3 billion after increasing its holdings by 6,188,477 shares. Blackrock Inc. holds 30,599,409 shares valued at approximately $6.67 billion, with a rise of 963,178 shares. Vanguard Capital Management LLC has 23,208,792 shares, worth around $5.06 billion, after adding 336,227 shares to its position. Capital World Investors owns 22,276,996 shares, valued at about $4.86 billion, having increased its stake by 3,578,829 shares. BAILLIE GIFFORD & CO reduced its holdings, selling 1,778,708 shares for a total of about $3.97 billion.

Moderna, Inc. Stock Down 6.2%

Moderna's stock recently traded around $212.26, which is above its 50-day moving average by about 43.4% and its 200-day moving average by 181.4%. However, it is about 12.4% below its 52-week high of $242.29. The shares are currently above their 52-week low of $22.28.

Recent Earnings

In its most recent earnings report, Moderna generated $2.23 billion in revenue over the trailing twelve months, reflecting a year-over-year growth of 2.1%. However, the company reported a net margin of -141.4%, indicating it is currently operating at a loss. The next earnings date is set for November 6, 2026.

Insider Buying and Selling at Moderna, Inc.

Recent insider activity at Moderna includes a significant sale by CEO Stéphane Bancel, who sold 499,246 shares valued at approximately $28.7 million on August 5, 2026. Additionally, other executives, including Officer Shannon Thyme Klinger and CFO James M Mock, also sold shares earlier this year.

Analysts Set New Price Targets

Analysts have mixed views on Moderna. On October 15, 2026, Goldman Sachs maintained a "Neutral" rating with a target price of $137.00, while Morgan Stanley kept its "Equal-Weight" rating with a $95.00 target as of October 7, 2026. The consensus target price among analysts is $123.61, with 18 analysts providing their opinions about the stock.

About Moderna, Inc.

Moderna, Inc. is a biotechnology firm based in Cambridge, MA, that specializes in messenger RNA (mRNA) medicines. These innovative treatments are designed to treat various diseases, including infectious diseases and cancer. The firm's recent investor activity indicates growing interest in its potential.

Bottom Line

Investors should keep an eye on Moderna's upcoming earnings report on November 6, 2026, as well as any further institutional filings that might reveal more about market sentiment around this biotechnology leader. The disclosures from Elser Financial Planning reflect a new entry into a company that has recently attracted considerable institutional interest. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.