Marks Group Wealth Management Inc Has $12.67 Million Stock Position in Moody’s Corporation $MCO

Marks Group Wealth Management Inc decreased its holdings in Moody’s Corporation (NYSE:MCO) by 6.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 26,591 shares of the business services provider’s stock after selling 1,773 shares during the quarter. Moody’s accounts for approximately 1.2% of Marks Group Wealth Management Inc’s holdings, making the stock its 9th biggest position. Marks Group Wealth Management Inc’s holdings in Moody’s were worth $12,670,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. BAM Wealth Management LLC purchased a new position in shares of Moody’s in the 3rd quarter worth $871,000. Principal Financial Group Inc. boosted its position in Moody’s by 0.3% in the third quarter. Principal Financial Group Inc. now owns 647,711 shares of the business services provider’s stock worth $308,649,000 after purchasing an additional 1,942 shares during the last quarter. Asset Management One Co. Ltd. grew its stake in shares of Moody’s by 3.1% during the 3rd quarter. Asset Management One Co. Ltd. now owns 73,793 shares of the business services provider’s stock valued at $35,161,000 after purchasing an additional 2,202 shares during the period. Thrivent Financial for Lutherans increased its position in shares of Moody’s by 135.7% during the 3rd quarter. Thrivent Financial for Lutherans now owns 45,829 shares of the business services provider’s stock valued at $21,837,000 after purchasing an additional 26,388 shares during the last quarter. Finally, Fiera Capital Corp lifted its stake in shares of Moody’s by 1.4% in the 2nd quarter. Fiera Capital Corp now owns 2,574,948 shares of the business services provider’s stock worth $1,291,568,000 after purchasing an additional 35,123 shares during the period. Hedge funds and other institutional investors own 92.11% of the company’s stock.

Moody’s Stock Down 0.5%

MCO opened at $447.25 on Monday. The stock has a market cap of $79.30 billion, a price-to-earnings ratio of 32.69, a price-to-earnings-growth ratio of 2.31 and a beta of 1.44. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.74 and a current ratio of 1.74. The firm’s fifty day moving average is $497.07 and its 200 day moving average is $493.64. Moody’s Corporation has a fifty-two week low of $378.71 and a fifty-two week high of $546.88.

Moody’s (NYSE:MCO) last issued its quarterly earnings results on Wednesday, February 18th. The business services provider reported $3.64 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.39 by $0.25. Moody’s had a return on equity of 66.01% and a net margin of 31.86%.The business had revenue of $1.89 billion during the quarter, compared to analyst estimates of $1.87 billion. During the same quarter in the prior year, the business posted $2.62 EPS. Moody’s’s revenue for the quarter was up 13.0% compared to the same quarter last year. Moody’s has set its FY 2026 guidance at 16.400-17.000 EPS. On average, sell-side analysts forecast that Moody’s Corporation will post 13.95 earnings per share for the current fiscal year.

Moody’s Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Monday, March 2nd will be paid a dividend of $1.03 per share. This is a boost from Moody’s’s previous quarterly dividend of $0.94. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $4.12 annualized dividend and a yield of 0.9%. Moody’s’s dividend payout ratio is 27.49%.

More Moody’s News

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

• Positive Sentiment: Q4 results beat expectations — EPS of $3.64 topped consensus and revenue rose ~13% with record Investors Services revenue, supporting near-term fundamentals and earnings guidance. Article Title
• Positive Sentiment: Management set upbeat FY2026 profit guidance and cited strong demand for credit ratings and M&A activity — this underpins forward growth expectations. Article Title
• Positive Sentiment: Strategic growth drivers highlighted: AI integration and expanded decision‑grade data offerings are being cited as contributors to recurring revenue and product differentiation. Article Title
• Positive Sentiment: Dividend increase announced — Moody’s raised its quarterly payout ~9.6% to $1.03, signaling confidence in cash flow and returning capital to shareholders. (Ex-dividend date March 2)
• Neutral Sentiment: Analyst target revisions and model updates are rolling in ahead of/after the print; some firms adjusted forecasts (mixed impact as revisions reflect both beat and longer-term assumptions). Article Title
• Neutral Sentiment: JPMorgan cut its price target from $600 to $560 but kept an “overweight” rating — this narrows upside expectations while still signaling conviction in the name. Article Title
• Negative Sentiment: Post-earnings pullback was anticipated by some analysts/comments — Seeking Alpha and others note investor profit-taking and that the stock may be re-pricing 2026 assumptions despite the beat. Article Title

Insider Buying and Selling

In other Moody’s news, CEO Robert Fauber sold 592 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $516.15, for a total value of $305,560.80. Following the completion of the transaction, the chief executive officer directly owned 61,082 shares in the company, valued at $31,527,474.30. This represents a 0.96% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 0.14% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on MCO shares. JPMorgan Chase & Co. cut their target price on shares of Moody’s from $600.00 to $560.00 and set an “overweight” rating for the company in a research report on Thursday. Stifel Nicolaus cut their price objective on shares of Moody’s from $574.00 to $540.00 and set a “buy” rating for the company in a research report on Thursday. Daiwa Securities Group upgraded Moody’s from a “neutral” rating to an “outperform” rating and upped their price objective for the stock from $500.00 to $590.00 in a research note on Tuesday, January 13th. Morgan Stanley lifted their target price on Moody’s from $520.00 to $526.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 13th. Finally, UBS Group reduced their price target on Moody’s from $515.00 to $490.00 and set a “neutral” rating for the company in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $553.75.

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.