Oakcliff Capital Partners LP Takes Position in Moody’s Corporation $MCO

Oakcliff Capital Partners LP acquired a new position in shares of Moody’s Corporation (NYSE:MCO) in the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 34,000 shares of the business services provider’s stock, valued at approximately $15,399,000. Moody’s comprises approximately 5.7% of Oakcliff Capital Partners LP’s holdings, making the stock its 6th biggest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of MCO. Newbridge Financial Services Group Inc. bought a new position in Moody’s during the second quarter valued at approximately $25,000. Birchwood Financial Partners Inc. bought a new position in shares of Moody’s during the 4th quarter valued at $26,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of Moody’s in the 4th quarter valued at $27,000. Wilkerson Advisory Group LLC boosted its holdings in Moody’s by 87.1% in the first quarter. Wilkerson Advisory Group LLC now owns 58 shares of the business services provider’s stock worth $25,000 after purchasing an additional 27 shares in the last quarter. Finally, Whipplewood Advisors LLC increased its position in Moody’s by 1,866.7% during the first quarter. Whipplewood Advisors LLC now owns 59 shares of the business services provider’s stock worth $26,000 after buying an additional 56 shares during the last quarter. Hedge funds and other institutional investors own 92.11% of the company’s stock.

Insider Buying and Selling

In other Moody’s news, CEO Robert Fauber sold 1,467 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $484.30, for a total value of $710,468.10. Following the sale, the chief executive officer directly owned 51,964 shares in the company, valued at $25,166,165.20. This represents a 2.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.14% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have weighed in on MCO shares. JPMorgan Chase & Co. boosted their price target on Moody’s from $530.00 to $600.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Barclays raised their price target on Moody’s from $550.00 to $575.00 and gave the company an “overweight” rating in a research report on Friday, July 10th. Morgan Stanley set a $512.00 price objective on Moody’s in a research note on Wednesday, July 22nd. Wells Fargo & Company boosted their price objective on Moody’s from $590.00 to $597.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Finally, Weiss Ratings raised Moody’s from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $553.61.

Moody’s Price Performance

Shares of MCO stock opened at $504.64 on Tuesday. Moody’s Corporation has a 12 month low of $402.28 and a 12 month high of $546.88. The company has a market capitalization of $87.40 billion, a P/E ratio of 32.00, a P/E/G ratio of 2.55 and a beta of 1.33. The stock has a 50 day moving average of $486.00 and a two-hundred day moving average of $460.76. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 2.01.

Moody’s (NYSE:MCO) last issued its earnings results on Wednesday, July 22nd. The business services provider reported $4.68 EPS for the quarter, beating analysts’ consensus estimates of $4.26 by $0.42. The business had revenue of $2.19 billion during the quarter, compared to analyst estimates of $2.09 billion. Moody’s had a return on equity of 80.35% and a net margin of 34.25%.Moody’s’s revenue was up 15.1% on a year-over-year basis. During the same period in the prior year, the company posted $3.56 earnings per share. Moody’s has set its FY 2026 guidance at 16.500-17.000 EPS. As a group, equities analysts expect that Moody’s Corporation will post 16.89 EPS for the current year.

Moody’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 14th will be paid a $1.03 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $4.12 annualized dividend and a yield of 0.8%. Moody’s’s payout ratio is currently 26.13%.

Moody’s Profile

Moody’s Corporation is a global provider of credit ratings, research, data and analytics that support financial decision-making and transparency in capital markets. The company traces its origins to the early 20th century when financial analyst John Moody began publishing credit information; today Moody’s is headquartered in New York and serves a broad set of market participants including investors, issuers, financial institutions, corporations, governments and regulators.

Moody’s operates primarily through two complementary businesses.