NEOS Investment Management LLC Has $8.69 Million Position in Moody’s Corporation $MCO

NEOS Investment Management LLC increased its holdings in Moody’s Corporation (NYSE:MCO) by 40.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,244 shares of the business services provider’s stock after purchasing an additional 5,273 shares during the period. NEOS Investment Management LLC’s holdings in Moody’s were worth $8,693,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Rexford Capital Inc. bought a new stake in Moody’s in the second quarter valued at $25,000. Newbridge Financial Services Group Inc. acquired a new stake in shares of Moody’s in the 2nd quarter valued at $25,000. Johnson Financial Group Inc. acquired a new stake in shares of Moody’s during the 2nd quarter worth about $28,000. Heartwood Wealth Advisors LLC bought a new position in Moody’s during the 3rd quarter valued at about $31,000. Finally, Salomon & Ludwin LLC acquired a new position in Moody’s in the third quarter valued at about $38,000. 92.11% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Moody’s

In other news, CEO Robert Fauber sold 592 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $516.15, for a total value of $305,560.80. Following the sale, the chief executive officer owned 61,082 shares of the company’s stock, valued at $31,527,474.30. The trade was a 0.96% 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. 0.14% of the stock is owned by corporate insiders.

Analyst Ratings Changes

MCO has been the subject of a number of research analyst reports. Bank of America began coverage on shares of Moody’s in a research note on Tuesday. They issued a “buy” rating and a $550.00 target price for the company. Morgan Stanley boosted their price objective on Moody’s from $520.00 to $526.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 13th. Mizuho increased their target price on Moody’s from $539.00 to $550.00 and gave the stock a “neutral” rating in a report on Tuesday, October 28th. Stifel Nicolaus set a $574.00 price target on Moody’s and gave the company a “buy” rating in a report on Monday, January 5th. Finally, BMO Capital Markets lowered their price objective on shares of Moody’s from $534.00 to $507.00 and set a “market perform” rating for the company in a research report on Thursday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $559.81.

Moody’s Stock Down 0.8%

Shares of NYSE MCO opened at $422.91 on Wednesday. The firm has a 50 day moving average price of $499.16 and a 200 day moving average price of $495.11. The stock has a market cap of $75.45 billion, a P/E ratio of 34.00, a P/E/G ratio of 1.97 and a beta of 1.44. Moody’s Corporation has a 52-week low of $378.71 and a 52-week high of $546.88. 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 the consensus estimate of $3.39 by $0.25. Moody’s had a net margin of 29.92% and a return on equity of 63.58%. The company had revenue of $1.89 billion during the quarter, compared to analysts’ expectations of $1.87 billion. Moody’s has set its FY 2026 guidance at 16.400-17.000 EPS. Analysts expect that Moody’s Corporation will post 13.95 EPS for the current year.

Trending Headlines about Moody’s

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

• Positive Sentiment: Reported a Q4 beat: Moody’s posted $3.64 EPS vs. $3.39 consensus and revenue of $1.89B vs. $1.87B; margins and ROE remain strong — this is the primary driver of today’s upside. Press Release
• Positive Sentiment: FY‑2026 EPS guidance set to $16.40–$17.00 — range includes and slightly exceeds the consensus midpoint, which investors read as essentially in‑line to modestly constructive given the quarter’s upside. Guidance
• Positive Sentiment: Bank of America initiated coverage with a “Buy” and $550 price target — a high-profile bullish initiation that can support further upside. Finviz
• Positive Sentiment: Strategic expansion: Moody’s established a regional headquarters in Riyadh to deepen Middle East presence, supporting long‑term revenue opportunities tied to regional capital‑markets growth. BusinessWire
• Neutral Sentiment: Analyst consensus remains favorable (average “Moderate Buy”), providing baseline support but not a new catalyst. Analyst Consensus
• Neutral Sentiment: Industry/earnings previews suggested healthy loan and bond issuance would boost MIS revenue — these structural tailwinds help explain why results beat but are already largely priced in. Zacks Preview
• Negative Sentiment: Valuation and momentum concerns: commentary and analysis highlighting mixed valuation signals after recent share weakness could cap gains despite the beat — investors may wait for confirmation of sustained topline/analytics growth. Yahoo Valuation Piece

Moody’s Company 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.