Moody’s Corporation $MCO Shares Purchased by Lido Advisors LLC

Lido Advisors LLC grew its position in shares of Moody’s Corporation (NYSE:MCO) by 13.6% during the first quarter, HoldingsChannel reports. The institutional investor owned 16,290 shares of the business services provider’s stock after buying an additional 1,954 shares during the quarter. Lido Advisors LLC’s holdings in Moody’s were worth $7,107,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Sivia Capital Partners LLC bought a new position in Moody’s during the second quarter worth $267,000. Federated Hermes Inc. increased its stake in Moody’s by 15.5% during the second quarter. Federated Hermes Inc. now owns 10,916 shares of the business services provider’s stock valued at $5,475,000 after purchasing an additional 1,461 shares during the last quarter. NewEdge Advisors LLC increased its stake in Moody’s by 6.2% during the second quarter. NewEdge Advisors LLC now owns 1,468 shares of the business services provider’s stock valued at $736,000 after purchasing an additional 86 shares during the last quarter. CIBC Asset Management Inc raised its holdings in shares of Moody’s by 3.8% during the second quarter. CIBC Asset Management Inc now owns 25,303 shares of the business services provider’s stock worth $12,692,000 after purchasing an additional 929 shares during the period. Finally, Treasurer of the State of North Carolina raised its holdings in shares of Moody’s by 0.4% during the second quarter. Treasurer of the State of North Carolina now owns 72,615 shares of the business services provider’s stock worth $36,423,000 after purchasing an additional 280 shares during the period. Institutional investors and hedge funds own 92.11% of the company’s stock.

Insider Activity at Moody’s

In other news, SVP Richard G. Steele sold 158 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $453.67, for a total transaction of $71,679.86. Following the completion of the transaction, the senior vice president directly owned 1,985 shares in the company, valued at approximately $900,534.95. The trade was a 7.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through 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 stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $453.67, for a total value of $665,533.89. Following the completion of the transaction, the chief executive officer directly owned 52,564 shares of the company’s stock, valued at $23,846,709.88. This trade represents a 2.72% 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 sold 3,250 shares of company stock worth $1,495,098 in the last 90 days. 0.14% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research analysts have recently commented on the stock. Mizuho decreased their price target on shares of Moody’s from $524.00 to $521.00 and set a “neutral” rating for the company in a report on Tuesday, April 28th. Jefferies Financial Group initiated coverage on shares of Moody’s in a research note on Friday, July 17th. They set a “buy” rating and a $610.00 price objective on the stock. Morgan Stanley set a $512.00 target price on shares of Moody’s in a report on Wednesday. BMO Capital Markets lifted their target price on Moody’s from $489.00 to $515.00 and gave the company a “market perform” rating in a research note on Tuesday, July 7th. Finally, Bank of America reaffirmed a “buy” rating and set a $565.00 target price on shares of Moody’s in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, Moody’s presently has an average rating of “Moderate Buy” and a consensus price target of $553.11.

Trending Headlines about 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

Moody’s Stock Performance

Shares of MCO opened at $471.30 on Friday. The firm has a fifty day moving average of $465.04 and a 200-day moving average of $464.80. The company has a market cap of $82.34 billion, a price-to-earnings ratio of 29.89, a price-to-earnings-growth ratio of 2.41 and a beta of 1.34. The company has a debt-to-equity ratio of 2.01, a quick ratio of 1.16 and a current ratio of 1.19. Moody’s Corporation has a 1 year low of $402.28 and a 1 year high of $546.88.

Moody’s (NYSE:MCO) last released its quarterly earnings data on Wednesday, July 22nd. The business services provider reported $4.68 earnings per share for the quarter, topping analysts’ consensus estimates of $4.26 by $0.42. The business had revenue of $2.19 billion for the quarter, compared to analysts’ expectations of $2.09 billion. Moody’s had a net margin of 34.25% and a return on equity of 80.35%. The company’s revenue for the quarter was up 15.1% compared to the same quarter last year. During the same quarter last year, the company earned $3.56 EPS. Moody’s has set its FY 2026 guidance at 16.500-17.000 EPS. As a group, equities analysts anticipate that Moody’s Corporation will post 16.8 earnings per share for the current year.

Moody’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 14th will be given a $1.03 dividend. The ex-dividend date is Friday, August 14th. This represents a $4.12 annualized dividend and a yield of 0.9%. Moody’s’s dividend payout ratio is 29.53%.

About Moody’s

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.