TRB Advisors LP Has $15.33 Million Stake in Moody’s Corporation $MCO

TRB Advisors LP boosted its stake in shares of Moody’s Corporation (NYSE:MCO) by 200.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 30,000 shares of the business services provider’s stock after purchasing an additional 20,000 shares during the period. Moody’s accounts for approximately 3.6% of TRB Advisors LP’s portfolio, making the stock its 8th biggest position. TRB Advisors LP’s holdings in Moody’s were worth $15,326,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its position in Moody’s by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 15,272,967 shares of the business services provider’s stock valued at $7,802,195,000 after buying an additional 102,682 shares in the last quarter. PineStone Asset Management Inc. increased its position in Moody’s by 4.9% during the 4th quarter. PineStone Asset Management Inc. now owns 2,375,768 shares of the business services provider’s stock valued at $1,213,661,000 after buying an additional 111,725 shares in the last quarter. Legal & General Group Plc increased its position in Moody’s by 6.7% during the 3rd quarter. Legal & General Group Plc now owns 1,447,105 shares of the business services provider’s stock valued at $689,517,000 after buying an additional 91,463 shares in the last quarter. Windacre Partnership LLC increased its position in Moody’s by 18.4% during the 3rd quarter. Windacre Partnership LLC now owns 1,164,900 shares of the business services provider’s stock valued at $555,052,000 after buying an additional 181,305 shares in the last quarter. Finally, Rothschild & Co Wealth Management UK Ltd increased its position in Moody’s by 1.9% during the 3rd quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,122,423 shares of the business services provider’s stock valued at $534,812,000 after buying an additional 20,619 shares in the last quarter. Institutional investors own 92.11% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on MCO. BMO Capital Markets reaffirmed a “market perform” rating and set a $489.00 price objective on shares of Moody’s in a research report on Thursday, April 23rd. Wall Street Zen lowered Moody’s from a “buy” rating to a “hold” rating in a research report on Saturday, March 21st. Wolfe Research reissued an “outperform” rating and issued a $535.00 target price on shares of Moody’s in a report on Thursday, April 23rd. Barclays reduced their target price on Moody’s from $580.00 to $550.00 and set an “overweight” rating for the company in a report on Monday, February 23rd. Finally, The Goldman Sachs Group set a $531.00 target price on Moody’s in a report on Wednesday, February 18th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $544.29.

Insiders Place Their Bets

In other news, SVP Richard G. Steele sold 375 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $456.71, for a total value of $171,266.25. Following the transaction, the senior vice president directly owned 2,459 shares in the company, valued at $1,123,049.89. This trade represents a 13.23% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Robert Fauber sold 5,213 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $456.71, for a total value of $2,380,829.23. Following the completion of the transaction, the chief executive officer owned 75,789 shares in the company, valued at approximately $34,613,594.19. This trade represents a 6.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 8,680 shares of company stock worth $3,952,188. Company insiders own 0.14% of the company’s stock.

Moody’s Stock Up 0.9%

Moody’s stock opened at $449.30 on Friday. The firm has a market cap of $78.49 billion, a price-to-earnings ratio of 32.21, a PEG ratio of 2.42 and a beta of 1.37. The stock has a fifty day simple moving average of $443.54 and a two-hundred day simple moving average of $472.64. Moody’s Corporation has a 12 month low of $402.28 and a 12 month high of $546.88. The company has a current ratio of 1.16, a quick ratio of 1.16 and a debt-to-equity ratio of 2.03.

Moody’s (NYSE:MCO) last posted its earnings results on Wednesday, April 22nd. The business services provider reported $4.33 EPS for the quarter, topping analysts’ consensus estimates of $4.22 by $0.11. The business had revenue of $2.08 billion during the quarter, compared to analyst estimates of $2.11 billion. Moody’s had a return on equity of 70.97% and a net margin of 31.69%.The company’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the company earned $3.83 EPS. Moody’s has set its FY 2026 guidance at 16.400-17.000 EPS. Equities analysts predict that Moody’s Corporation will post 16.69 EPS for the current fiscal year.

Moody’s Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 15th will be paid a $1.03 dividend. This represents a $4.12 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Friday, May 15th. Moody’s’s dividend payout ratio (DPR) is 29.53%.

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.