NewEdge Wealth LLC Sells 2,078 Shares of Moody’s Corporation $MCO

NewEdge Wealth LLC decreased its holdings in Moody’s Corporation (NYSE:MCO) by 26.8% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,687 shares of the business services provider’s stock after selling 2,078 shares during the quarter. NewEdge Wealth LLC’s holdings in Moody’s were worth $2,481,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of MCO. Cromwell Holdings LLC raised its position 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 in the last quarter. DeDora Capital Inc. boosted 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 valued at $672,000 after buying an additional 20 shares during the period. Guyasuta Investment Advisors Inc. grew its position in Moody’s by 2.7% during the fourth quarter. Guyasuta Investment Advisors Inc. now owns 753 shares of the business services provider’s stock worth $385,000 after buying an additional 20 shares in the last quarter. Carnegie Investment Counsel increased its stake in Moody’s by 1.9% during the 4th quarter. Carnegie Investment Counsel now owns 1,081 shares of the business services provider’s stock worth $552,000 after acquiring an additional 20 shares during the period. Finally, Verdence Capital Advisors LLC increased its stake 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 worth $968,000 after acquiring an additional 21 shares during the period. Institutional investors own 92.11% of the company’s stock.

Insider Buying and Selling at Moody’s

In other news, CEO Robert Fauber sold 1,467 shares of Moody’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $453.67, for a total transaction of $665,533.89. Following the sale, the chief executive officer directly owned 52,564 shares of the company’s stock, valued at approximately $23,846,709.88. This trade represents a 2.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 sale, the senior vice president owned 1,985 shares in the company, valued at approximately $900,534.95. This trade represents a 7.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 3,250 shares of company stock worth $1,495,098. 0.14% of the stock is currently owned by company insiders.

Moody’s Stock Down 0.2%

Shares of NYSE MCO opened at $471.30 on Friday. The stock has a 50-day moving average price of $465.04 and a two-hundred day moving average price of $464.80. 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 1.19, a quick ratio of 1.16 and a debt-to-equity ratio of 2.01. The company has a market cap 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 (NYSE:MCO) last released its quarterly earnings data on Wednesday, July 22nd. The business services provider reported $4.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.26 by $0.42. The business had revenue of $2.19 billion during 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 firm’s quarterly revenue was up 15.1% compared to the same quarter last year. During the same period in the prior year, the company earned $3.56 EPS. Moody’s has set its FY 2026 guidance at 16.500-17.000 EPS. As a group, analysts forecast that Moody’s Corporation will post 16.82 earnings per share for the current fiscal year.

Moody’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 14th will be issued a dividend of $1.03 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $4.12 annualized dividend and a dividend yield of 0.9%. Moody’s’s dividend payout ratio (DPR) is 26.13%.

Analyst Ratings Changes

A number of research firms have recently weighed in on MCO. JPMorgan Chase & Co. upped their target price on Moody’s from $530.00 to $600.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Bank of America restated a “buy” rating and issued a $565.00 price target on shares of Moody’s in a research report on Wednesday, April 22nd. Wolfe Research reaffirmed an “outperform” rating and set a $535.00 price objective on shares of Moody’s in a research report on Thursday, April 23rd. Mizuho decreased their target price on shares of Moody’s from $524.00 to $521.00 and set a “neutral” rating on the stock in a report on Tuesday, April 28th. Finally, Jefferies Financial Group assumed coverage on shares of Moody’s in a report on Friday, July 17th. They set a “buy” rating and a $610.00 price target for the company. One 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 company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $553.11.

Key Moody’s News

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

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.