Quantum Capital Management LLC NJ Has $42.85 Million Position in Moody’s Corporation $MCO

Quantum Capital Management LLC NJ cut its position in Moody’s Corporation (NYSE:MCO) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 83,871 shares of the business services provider’s stock after selling 1,739 shares during the period. Moody’s comprises 5.0% of Quantum Capital Management LLC NJ’s portfolio, making the stock its 10th largest holding. Quantum Capital Management LLC NJ’s holdings in Moody’s were worth $42,846,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MCO. Summit Financial LLC boosted its position in shares of Moody’s by 6.1% during the fourth quarter. Summit Financial LLC now owns 2,414 shares of the business services provider’s stock worth $1,233,000 after acquiring an additional 138 shares during the last quarter. Quadrant Capital Group LLC boosted its position in shares of Moody’s by 16.5% during the fourth quarter. Quadrant Capital Group LLC now owns 5,706 shares of the business services provider’s stock worth $2,915,000 after acquiring an additional 807 shares during the last quarter. Advisors Asset Management Inc. boosted its position in shares of Moody’s by 37.4% during the fourth quarter. Advisors Asset Management Inc. now owns 4,940 shares of the business services provider’s stock worth $2,524,000 after acquiring an additional 1,345 shares during the last quarter. CI Investments Inc. boosted its position in shares of Moody’s by 27.0% during the fourth quarter. CI Investments Inc. now owns 166,006 shares of the business services provider’s stock worth $84,804,000 after acquiring an additional 35,255 shares during the last quarter. Finally, DRW Securities LLC boosted its position in shares of Moody’s by 255.8% during the fourth quarter. DRW Securities LLC now owns 11,826 shares of the business services provider’s stock worth $6,041,000 after acquiring an additional 8,502 shares during the last quarter. 92.11% of the stock is owned by hedge funds and other institutional investors.

Moody’s Trading Up 1.4%

Shares of MCO opened at $448.12 on Friday. Moody’s Corporation has a twelve month low of $402.28 and a twelve month high of $546.88. The company has a market cap of $78.29 billion, a P/E ratio of 32.12, a P/E/G ratio of 2.38 and a beta of 1.35. The company has a current ratio of 1.16, a quick ratio of 1.16 and a debt-to-equity ratio of 2.03. The company’s fifty day simple moving average is $448.68 and its 200-day simple moving average is $469.30.

Moody’s (NYSE:MCO) last announced its earnings results on Wednesday, April 22nd. The business services provider reported $4.33 earnings per share for the quarter, beating the consensus estimate of $4.22 by $0.11. The business had revenue of $2.08 billion for the quarter, compared to the consensus estimate of $2.11 billion. Moody’s had a net margin of 31.69% and a return on equity of 70.97%. The business’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.83 earnings per share. Moody’s has set its FY 2026 guidance at 16.400-17.000 EPS. As a group, analysts expect that Moody’s Corporation will post 16.69 EPS for the current year.

Moody’s Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Friday, May 15th were paid a $1.03 dividend. This represents a $4.12 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Friday, May 15th. Moody’s’s dividend payout ratio (DPR) is currently 29.53%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on MCO shares. Mizuho dropped their target price on shares of Moody’s from $524.00 to $521.00 and set a “neutral” rating for the company in a research report on Tuesday, April 28th. Weiss Ratings downgraded shares of Moody’s from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 27th. BMO Capital Markets reaffirmed a “market perform” rating on shares of Moody’s in a research note on Tuesday, May 26th. Morgan Stanley decreased their price target on shares of Moody’s from $526.00 to $489.00 and set an “equal weight” rating on the stock in a research note on Tuesday, April 7th. Finally, Barclays decreased their price target on shares of Moody’s from $580.00 to $550.00 and set an “overweight” rating on the stock in a research note on Monday, February 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, Moody’s presently has an average rating of “Moderate Buy” and an average target price of $544.29.

Insider Activity

In related news, SVP Richard G. Steele sold 158 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $453.67, for a total value of $71,679.86. Following the transaction, the senior vice president owned 1,985 shares of the company’s stock, valued at $900,534.95. This trade represents a 7.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert Fauber sold 1,467 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $466.39, for a total transaction of $684,194.13. Following the completion of the transaction, the chief executive officer directly owned 75,189 shares in the company, valued at $35,067,397.71. This represents a 1.91% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 4,717 shares of company stock worth $2,137,306 in the last ninety days. 0.14% of the stock is currently owned by insiders.

Moody’s 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.