Moody’s Corporation $MCO Stock Holdings Cut by Raub Brock Capital Management LP

Raub Brock Capital Management LP cut its position in shares of Moody’s Corporation (NYSE:MCO) by 25.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 24,235 shares of the business services provider’s stock after selling 8,064 shares during the quarter. Moody’s accounts for 2.8% of Raub Brock Capital Management LP’s portfolio, making the stock its 17th largest position. Raub Brock Capital Management LP’s holdings in Moody’s were worth $12,381,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its stake in Moody’s by 1.1% during the third quarter. Vanguard Group Inc. now owns 15,170,285 shares of the business services provider’s stock valued at $7,228,337,000 after buying an additional 163,288 shares in the last quarter. TCI Fund Management Ltd. grew its holdings in Moody’s by 0.6% during the second quarter. TCI Fund Management Ltd. now owns 13,246,979 shares of the business services provider’s stock worth $6,644,552,000 after acquiring an additional 83,872 shares during the period. Legal & General Group Plc raised its position in Moody’s by 6.7% in the third quarter. Legal & General Group Plc now owns 1,447,105 shares of the business services provider’s stock worth $689,517,000 after acquiring an additional 91,463 shares in the last quarter. Windacre Partnership LLC lifted its holdings in Moody’s by 18.4% in the 3rd quarter. Windacre Partnership LLC now owns 1,164,900 shares of the business services provider’s stock valued at $555,052,000 after acquiring an additional 181,305 shares during the last quarter. Finally, Rothschild & Co Wealth Management UK Ltd lifted its holdings in Moody’s by 1.9% in the 3rd quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,122,423 shares of the business services provider’s stock valued at $534,812,000 after acquiring an additional 20,619 shares during the last quarter. Institutional investors own 92.11% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. BMO Capital Markets reaffirmed a “market perform” rating on shares of Moody’s in a research note on Thursday, February 19th. Wells Fargo & Company increased their target price on shares of Moody’s from $620.00 to $660.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Mizuho reduced their target price on shares of Moody’s from $550.00 to $524.00 and set a “neutral” rating for the company in a report on Tuesday, February 24th. Morgan Stanley lifted their price target on shares of Moody’s from $520.00 to $526.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 13th. Finally, Daiwa Securities Group raised Moody’s from a “neutral” rating to an “outperform” rating and upped their price target for the company from $500.00 to $590.00 in a report on Tuesday, January 13th. One 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 presently has an average rating of “Moderate Buy” and an average target price of $550.25.

Moody’s Trading Up 1.7%

Shares of MCO opened at $431.87 on Tuesday. The business’s 50-day moving average price is $460.06 and its 200 day moving average price is $482.13. The company has a current ratio of 1.74, a quick ratio of 1.74 and a debt-to-equity ratio of 1.66. The stock has a market capitalization of $76.87 billion, a P/E ratio of 31.57, a P/E/G ratio of 2.19 and a beta of 1.45. Moody’s Corporation has a 1-year low of $378.71 and a 1-year high of $546.88.

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

Moody’s Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Monday, March 2nd were paid a $1.03 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $4.12 dividend on an annualized basis and a yield of 1.0%. This is a positive change from Moody’s’s previous quarterly dividend of $0.94. Moody’s’s dividend payout ratio (DPR) is 30.12%.

Insider Buying and Selling

In other news, SVP Richard G. Steele sold 375 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $456.71, for a total value of $171,266.25. Following the completion of the sale, the senior vice president owned 2,459 shares in the company, valued at $1,123,049.89. This represents a 13.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Robert Fauber sold 5,213 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $456.71, for a total value of $2,380,829.23. Following the completion of the sale, the chief executive officer directly owned 75,789 shares of the company’s stock, valued at approximately $34,613,594.19. This trade represents a 6.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 6,755 shares of company stock valued at $3,144,524 in the last ninety days. Company insiders own 0.14% of the company’s stock.

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.