First National Bank of Omaha Buys Shares of 6,526 Moody’s Corporation $MCO

First National Bank of Omaha bought a new position in Moody’s Corporation (NYSE:MCO) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,526 shares of the business services provider’s stock, valued at approximately $3,110,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank bought a new position in shares of Moody’s in the second quarter worth $987,524,000. Generation Investment Management LLP purchased a new stake in Moody’s during the 2nd quarter worth about $135,968,000. Vanguard Group Inc. boosted its stake in Moody’s by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 15,006,997 shares of the business services provider’s stock worth $7,527,360,000 after purchasing an additional 191,368 shares during the period. Marshall Wace LLP boosted its stake in Moody’s by 223.8% in the 2nd quarter. Marshall Wace LLP now owns 102,126 shares of the business services provider’s stock worth $51,225,000 after purchasing an additional 184,598 shares during the period. Finally, Sei Investments Co. grew its holdings in Moody’s by 91.0% during the 2nd quarter. Sei Investments Co. now owns 235,237 shares of the business services provider’s stock valued at $117,987,000 after buying an additional 112,105 shares in the last quarter. 92.11% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently commented on MCO shares. Weiss Ratings restated a “buy (b)” rating on shares of Moody’s in a research report on Friday, October 31st. Bank of America started coverage on shares of Moody’s in a report on Tuesday. They issued a “buy” rating and a $550.00 price target for the company. Mizuho boosted their price target on shares of Moody’s from $539.00 to $550.00 and gave the company a “neutral” rating in a research report on Tuesday, October 28th. BMO Capital Markets lowered their price objective on Moody’s from $534.00 to $507.00 and set a “market perform” rating on the stock in a research report on Thursday, October 23rd. Finally, JPMorgan Chase & Co. reduced their target price on Moody’s from $580.00 to $560.00 and set an “overweight” rating for the company in a research report on Thursday, October 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat, Moody’s currently has a consensus rating of “Moderate Buy” and an average price target of $559.75.

More Moody’s News

Here are the key news stories impacting Moody’s this week:

• Positive Sentiment: Q4 results beat on both EPS and revenue — non‑GAAP EPS $3.64 (beat) and revenue $1.89B, with revenue up ~13% year‑over‑year; management pointed to strength in Analytics and Moody’s Investors Service. Moody’s Non‑GAAP EPS of $3.64 beats
• Positive Sentiment: FY‑2026 guidance of $16.40–$17.00 EPS was issued and sits marginally above consensus, providing forward earnings clarity that buoyed sentiment. Benzinga: What’s Going On With Moody’s
• Positive Sentiment: Bank of America initiated coverage with a “Buy” and a $550 price target, giving an incremental analyst catalyst and a sizable upside target relative to recent levels. Finviz: Bank of America initiation
• Positive Sentiment: Strategic expansion — Moody’s opened a regional HQ in Riyadh to deepen Middle East presence, supporting long‑run revenue growth opportunities in accelerating local capital markets. BusinessWire: Moody’s Establishes Regional Headquarters
• Neutral Sentiment: Earnings call materials and transcript are available for detailed read‑throughs of segment performance, op‑ex cadence and M&A/tech investment plans — useful for investors but not a single short‑term catalyst. Earnings Call Transcript
• Neutral Sentiment: Analyst consensus is roughly a “Moderate Buy,” indicating broadly positive but not unanimous conviction among sell‑side firms. AmericanBankingNews: Analyst Recommendations
• Negative Sentiment: Some commentary flagged recent share weakness and cautioned that prior pullbacks were expected, indicating lingering investor skepticism on valuation despite the beat. SeekingAlpha: The Drop Was Expected
• Negative Sentiment: Operating expenses rose (management noted higher costs to scale new technologies), which could temper margin expansion if costs persist. Zacks: Q4 Earnings Beat (expenses note)

Insiders Place Their Bets

In other Moody’s news, CEO Robert Fauber sold 575 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $498.90, for a total transaction of $286,867.50. Following the transaction, the chief executive officer directly owned 61,082 shares in the company, valued at $30,473,809.80. This trade represents a 0.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.14% of the stock is owned by insiders.

Moody’s Stock Performance

NYSE MCO opened at $450.09 on Thursday. Moody’s Corporation has a 52-week low of $378.71 and a 52-week high of $546.88. The company has a fifty day moving average of $498.58 and a 200-day moving average of $494.79. The company has a market capitalization of $80.30 billion, a P/E ratio of 36.18, a P/E/G ratio of 1.96 and a beta of 1.44. The company has a debt-to-equity ratio of 1.70, a quick ratio of 1.84 and a current ratio of 1.84.

Moody’s (NYSE:MCO) last released its quarterly earnings results on Wednesday, February 18th. The business services provider reported $3.64 earnings per share for the quarter, beating analysts’ consensus estimates of $3.39 by $0.25. Moody’s had a return on equity of 63.58% and a net margin of 29.92%.The business had revenue of $1.89 billion for the quarter, compared to the consensus estimate of $1.87 billion. During the same quarter last year, the business posted $2.62 earnings per share. The company’s revenue for the quarter was up 13.0% on a year-over-year basis. Moody’s has set its FY 2026 guidance at 16.400-17.000 EPS. As a group, equities research analysts predict that Moody’s Corporation will post 13.95 EPS for the current fiscal year.

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.