NewEdge Wealth LLC reduced its stake in shares of Moody’s Corporation (NYSE:MCO – Free Report) by 26.8% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 5,687 shares of the business services provider’s stock after selling 2,078 shares during the period. NewEdge Wealth LLC’s holdings in Moody’s were worth $2,481,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Cromwell Holdings LLC increased its stake in shares of Moody’s by 5.8% in the fourth quarter. Cromwell Holdings LLC now owns 363 shares of the business services provider’s stock valued at $185,000 after buying an additional 20 shares during the period. DeDora Capital Inc. lifted its stake in shares of Moody’s by 1.5% in the fourth quarter. DeDora Capital Inc. now owns 1,315 shares of the business services provider’s stock worth $672,000 after acquiring an additional 20 shares during the period. Guyasuta Investment Advisors Inc. boosted its holdings in Moody’s by 2.7% in the fourth quarter. Guyasuta Investment Advisors Inc. now owns 753 shares of the business services provider’s stock valued at $385,000 after acquiring an additional 20 shares during the last quarter. Carnegie Investment Counsel boosted its holdings in Moody’s by 1.9% in the fourth quarter. Carnegie Investment Counsel now owns 1,081 shares of the business services provider’s stock valued at $552,000 after acquiring an additional 20 shares during the last quarter. Finally, Verdence Capital Advisors LLC increased its position in Moody’s by 1.1% during the 4th quarter. Verdence Capital Advisors LLC now owns 1,895 shares of the business services provider’s stock valued at $968,000 after purchasing an additional 21 shares during the period. 92.11% of the stock is owned by institutional investors and hedge funds.
Moody’s Price Performance
Moody’s stock opened at $471.30 on Friday. The stock has a market capitalization of $82.34 billion, a price-to-earnings ratio of 29.89, a PEG ratio of 2.41 and a beta of 1.34. Moody’s Corporation has a 52-week low of $402.28 and a 52-week high of $546.88. The company has a debt-to-equity ratio of 2.01, a quick ratio of 1.16 and a current ratio of 1.19. The stock’s 50 day moving average price is $465.04 and its two-hundred day moving average price is $464.80.
Moody’s Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 14th will be issued a dividend of $1.03 per share. The ex-dividend date is Friday, August 14th. This represents a $4.12 annualized dividend and a dividend yield of 0.9%. Moody’s’s dividend payout ratio is currently 26.13%.
Insider Activity
In related news, SVP Richard G. Steele sold 158 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $453.67, for a total value of $71,679.86. Following the completion of the sale, the senior vice president directly owned 1,985 shares of the company’s stock, valued at $900,534.95. The trade was a 7.37% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert Fauber sold 1,467 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $466.39, for a total value of $684,194.13. Following the transaction, the chief executive officer directly owned 75,189 shares in the company, valued at approximately $35,067,397.71. This trade represents a 1.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 3,250 shares of company stock worth $1,495,098 in the last quarter. Company insiders own 0.14% of the company’s stock.
Key Stories Impacting Moody’s
Here are the key news stories impacting Moody’s this week:
- Positive Sentiment: Moody’s latest quarterly report topped expectations, with strong revenue growth and raised guidance helping reinforce the company’s earnings momentum. Moodys Corp (MCO) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Raised Guidance
- Positive Sentiment: Clear Street reiterated its Buy rating on Moody’s, adding to the view that the company’s business remains fundamentally sound after earnings. Clear Street Sticks to Their Buy Rating for Moody’s (MCO)
- Positive Sentiment: Multiple commentary pieces highlighted Moody’s strong Q2 performance and reaffirmed bullish views, citing solid fundamentals and continued earnings strength. Moody’s Corporation: Strong Q2, I Reiterate My Buy Rating As Fundamentals Are Still Sound
- Neutral Sentiment: Moody’s also released its quarterly dividend announcement, which is supportive for income investors but not likely a major near-term stock catalyst. Moody’s Corporation dividend announcement
- Neutral Sentiment: Several articles focused on valuation, noting that Moody’s may look expensive relative to fair value despite the earnings beat, which could temper upside. Moody’s (MCO) Stock Looks Expensive Relative To Fair Value
- Negative Sentiment: Investor attention is also on broader concerns about valuation after the earnings beat, with some coverage suggesting the stock’s premium pricing may limit further gains. Moody’s (MCO) Earnings Beat Puts Valuation Back In Focus
Wall Street Analysts Forecast Growth
A number of research analysts have recently issued reports on MCO shares. Wells Fargo & Company boosted their price target on shares of Moody’s from $590.00 to $597.00 and gave the stock an “overweight” rating in a research report on Thursday. Barclays increased their price objective on shares of Moody’s from $550.00 to $575.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. UBS Group restated a “neutral” rating and issued a $505.00 target price on shares of Moody’s in a report on Thursday. JPMorgan Chase & Co. upped their price target on shares of Moody’s from $530.00 to $600.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Finally, Mizuho decreased their price target on Moody’s from $524.00 to $521.00 and set a “neutral” rating for the company in a report on Tuesday, April 28th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $553.11.
Check Out Our Latest Report on MCO
Moody’s Company 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.
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