Moody’s Corporation $MCO Shares Purchased by Obermeyer Wealth Partners

Obermeyer Wealth Partners boosted its holdings in Moody’s Corporation (NYSE:MCO) by 2.3% during the third quarter, HoldingsChannel reports. The fund owned 56,011 shares of the business services provider’s stock after buying an additional 1,239 shares during the period. Moody’s comprises 1.0% of Obermeyer Wealth Partners’ holdings, making the stock its 26th biggest position. Obermeyer Wealth Partners’ holdings in Moody’s were worth $25,436,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Bank of New York Mellon Corp acquired a new stake in Moody’s during the second quarter worth $914,721,000. Principal Financial Group Inc. raised its position in Moody’s by 72.5% in the first quarter. Principal Financial Group Inc. now owns 1,081,807 shares of the business services provider’s stock valued at $471,963,000 after purchasing an additional 454,684 shares during the period. Lazard Asset Management LLC raised its position in Moody’s by 5,102.9% in the first quarter. Lazard Asset Management LLC now owns 286,213 shares of the business services provider’s stock valued at $124,860,000 after purchasing an additional 280,712 shares during the period. Royal London Asset Management Ltd. raised its position in Moody’s by 275.2% in the second quarter. Royal London Asset Management Ltd. now owns 319,889 shares of the business services provider’s stock valued at $144,884,000 after purchasing an additional 234,640 shares during the period. Finally, Junto Capital Management LP lifted its stake in shares of Moody’s by 195.1% in the 2nd quarter. Junto Capital Management LP now owns 260,298 shares of the business services provider’s stock valued at $117,894,000 after purchasing an additional 172,077 shares during the last quarter. 92.11% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Moody’s

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

• Positive Sentiment: Third-quarter adjusted earnings rose to $4.14 per share from $3.92 a year earlier, while revenue increased 0.8% year over year to $2.02 billion. Demand for Moody’s analytics products remained steady, supporting the company’s recurring-revenue profile. MCO Q3 Earnings Miss Estimates as Costs Rise and MIS Revenues Fall
• Positive Sentiment: Moody’s continues to benefit from its high margins, strong return on equity and exposure to analytics and credit-market activity. These qualities may have helped support the shares despite the quarterly shortfall. Moody’s Corporation Q3 2026 Earnings Call Transcript
• Neutral Sentiment: The earnings call and key-metric review provide additional detail on quarterly performance, including demand trends and revenue composition, but do not indicate a major change to Moody’s long-term investment thesis. Compared to Estimates, Moody’s Q3 Earnings: A Look at Key Metrics
• Negative Sentiment: Adjusted EPS of $4.14 missed the $4.25 consensus estimate, while revenue of $2.02 billion was $60 million below expectations. Rising costs and weaker Moody’s Investors Service revenue added pressure to the quarter. Moody’s Non-GAAP EPS and Revenue Miss Estimates
• Negative Sentiment: At roughly 30 times earnings, Moody’s valuation leaves limited room for execution errors. One analysis argues that even the company’s exceptional business quality may not justify the premium multiple, creating downside risk if growth or margins weaken. Moody’s Valuation Analysis

Insider Buying and Selling at Moody’s

In other news, CEO Robert Fauber sold 923 shares of Moody’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $455.00, for a total value of $419,965.00. Following the completion of the sale, the chief executive officer directly owned 51,364 shares of the company’s stock, valued at approximately $23,370,620. The trade was a 1.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.14% of the company’s stock.

Moody’s Stock Performance

NYSE:MCO opened at $480.40 on Thursday. The company has a debt-to-equity ratio of 2.01, a quick ratio of 1.19 and a current ratio of 1.19. The stock has a market capitalization of $83.20 billion, a P/E ratio of 30.46, a PEG ratio of 2.45 and a beta of 1.35. The company has a 50 day moving average price of $478.05 and a 200 day moving average price of $467.75. Moody’s Corporation has a fifty-two week low of $402.28 and a fifty-two week high of $546.88.

Moody’s (NYSE:MCO) last posted its earnings results on Wednesday, October 21st. The business services provider reported $4.14 earnings per share for the quarter, missing the consensus estimate of $4.25 by ($0.11). The company had revenue of $2.02 billion during the quarter, compared to analyst estimates of $2.08 billion. Moody’s had a net margin of 34.25% and a return on equity of 80.35%. The firm’s revenue for the quarter was up .8% on a year-over-year basis. During the same quarter last year, the business posted $3.92 EPS. Equities research analysts forecast that Moody’s Corporation will post 16.92 EPS for the current year.

Moody’s Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, December 11th. Stockholders of record on Friday, November 20th will be given a dividend of $1.03 per share. This represents a $4.12 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, November 20th. Moody’s’s dividend payout ratio (DPR) is currently 26.13%.

Wall Street Analysts Forecast Growth

MCO has been the topic of several recent analyst reports. Stifel Nicolaus upped their price target on Moody’s from $523.00 to $550.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. UBS Group reissued a “neutral” rating and set a $505.00 price objective (up from $490.00) on shares of Moody’s in a research report on Thursday, July 23rd. Barclays boosted their price objective on shares of Moody’s from $550.00 to $575.00 and gave the company an “overweight” rating in a report on Friday, July 10th. Daiwa Securities Group boosted their price objective on shares of Moody’s from $500.00 to $535.00 and gave the company an “outperform” rating in a report on Tuesday, August 4th. Finally, BMO Capital Markets decreased their target price on shares of Moody’s from $515.00 to $490.00 and set a “market perform” rating on the stock in a research report on Tuesday, October 13th. Thirteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $551.26.

Moody’s Company Profile

Moody’s Corporation (NYSE:MCO) is a global provider of credit ratings, research, data, analytics and risk-management solutions. Through Moody’s Investors Service, the company assigns credit ratings and publishes research on corporate, government and structured-finance debt issuers, helping investors and other market participants evaluate credit risk.

Through Moody’s Analytics, the company provides financial intelligence, economic research, data, software and advisory services. Its offerings support credit analysis, lending, portfolio management, enterprise risk management, compliance and related functions across financial institutions, corporations, governments and other organizations.

Moody’s traces its origins to 1909, when John Moody established the company that introduced published credit ratings for bonds.