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

Marks Group Wealth Management Inc trimmed its stake in Moody’s Corporation (NYSE:MCO) by 6.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 26,591 shares of the business services provider’s stock after selling 1,773 shares during the period. Moody’s accounts for about 1.2% of Marks Group Wealth Management Inc’s investment portfolio, making the stock its 9th biggest holding. Marks Group Wealth Management Inc’s holdings in Moody’s were worth $12,670,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of MCO. Rexford Capital Inc. purchased a new stake in Moody’s in the second quarter worth about $25,000. Newbridge Financial Services Group Inc. purchased a new position in shares of Moody’s during the 2nd quarter worth approximately $25,000. Johnson Financial Group Inc. bought a new position in shares of Moody’s in the 2nd quarter worth approximately $28,000. Heartwood Wealth Advisors LLC bought a new position in shares of Moody’s in the 3rd quarter worth approximately $31,000. Finally, Salomon & Ludwin LLC purchased a new position in shares of Moody’s in the 3rd quarter valued at approximately $38,000. Hedge funds and other institutional investors own 92.11% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Morgan Stanley upped their price target 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. Weiss Ratings restated a “buy (b)” rating on shares of Moody’s in a report on Friday, October 31st. Wells Fargo & Company upped their target price on shares of Moody’s from $620.00 to $660.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Stifel Nicolaus lowered their price target 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. Finally, The Goldman Sachs Group set a $531.00 price objective on shares of Moody’s in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $553.75.

Moody’s Price Performance

Shares of NYSE:MCO opened at $447.25 on Monday. The business has a fifty day moving average price of $497.07 and a 200-day moving average price of $493.64. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.74 and a quick ratio of 1.74. The company has a market capitalization of $79.30 billion, a PE ratio of 32.69, a PEG ratio of 2.31 and a beta of 1.44. Moody’s Corporation has a 1-year low of $378.71 and a 1-year high of $546.88.

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

Moody’s Increases Dividend

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

Insiders Place Their Bets

In related news, CEO Robert Fauber sold 592 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 61,082 shares in the company, valued at $31,527,474.30. The trade was a 0.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.14% of the stock is currently owned by insiders.

Key Stories Impacting Moody’s

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

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.