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

Obermeyer Wealth Partners raised its position in Moody’s Corporation (NYSE:MCO) by 2.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. 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 about 1.0% of Obermeyer Wealth Partners’ portfolio, making the stock its 26th largest holding. Obermeyer Wealth Partners’ holdings in Moody’s were worth $25,436,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of MCO. Nykredit A S acquired a new stake in Moody’s during the 2nd quarter worth $37,897,000. AXQ Capital LP acquired a new stake in shares of Moody’s in the second quarter valued at about $1,083,000. Edgestream Partners L.P. raised its position in shares of Moody’s by 806.7% in the first quarter. Edgestream Partners L.P. now owns 9,239 shares of the business services provider’s stock valued at $4,031,000 after buying an additional 8,220 shares during the last quarter. Jasper Ridge Partners L.P. acquired a new stake in shares of Moody’s in the second quarter valued at about $4,483,000. Finally, Ironvine Capital Partners LLC lifted its stake in shares of Moody’s by 4.1% in the second quarter. Ironvine Capital Partners LLC now owns 85,200 shares of the business services provider’s stock worth $38,589,000 after buying an additional 3,353 shares in the last quarter. 92.11% of the stock is currently owned by institutional investors and hedge funds.

Moody’s Stock Up 1.1%

Shares of NYSE:MCO opened at $480.40 on Thursday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 2.01. The business has a fifty day moving average of $478.05 and a two-hundred day moving average of $467.75. The stock has a market cap of $83.20 billion, a P/E ratio of 30.46, a PEG ratio of 2.45 and a beta of 1.35. Moody’s Corporation has a 52-week low of $402.28 and a 52-week high of $546.88.

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

Moody’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 11th. Investors of record on Friday, November 20th will be issued a $1.03 dividend. The ex-dividend date of this dividend is Friday, November 20th. This represents a $4.12 dividend on an annualized basis and a dividend yield of 0.9%. Moody’s’s dividend payout ratio is currently 26.13%.

Key Headlines Impacting 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 Activity

In related news, CEO Robert Fauber sold 923 shares of the company’s stock in a transaction dated Thursday, October 1st. The shares were 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 owned 51,364 shares of the company’s stock, valued at approximately $23,370,620. This represents a 1.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.14% of the company’s stock.

Wall Street Analysts Forecast Growth

MCO has been the topic of a number of recent research reports. Weiss Ratings upgraded shares of Moody’s from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, October 8th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Moody’s from $587.00 to $594.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. Daiwa Securities Group increased 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. Evercore raised their target price on shares of Moody’s from $570.00 to $588.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 15th. Finally, The Goldman Sachs Group raised their target price on shares of Moody’s from $557.00 to $593.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Thirteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price 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.