Global Retirement Partners LLC Raises Stock Position in Moody’s Corporation $MCO

Global Retirement Partners LLC lifted its position in shares of Moody’s Corporation (NYSE:MCO) by 224.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,174 shares of the business services provider’s stock after acquiring an additional 1,503 shares during the quarter. Global Retirement Partners LLC’s holdings in Moody’s were worth $1,111,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of MCO. Newbridge Financial Services Group Inc. acquired a new stake in Moody’s in the second quarter valued at $25,000. Caitlin John LLC purchased a new stake in shares of Moody’s in the 3rd quarter worth about $27,000. Ares Financial Consulting LLC acquired a new stake in Moody’s in the 4th quarter valued at about $29,000. Caitong International Asset Management Co. Ltd purchased a new position in Moody’s during the 3rd quarter valued at about $30,000. Finally, Wealth Watch Advisors INC purchased a new stake in shares of Moody’s in the third quarter valued at about $32,000. 92.11% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have weighed in on MCO shares. The Goldman Sachs Group set a $531.00 price target on Moody’s in a research report on Wednesday, February 18th. Evercore reissued an “outperform” rating and issued a $610.00 target price on shares of Moody’s in a research note on Thursday, February 19th. Stifel Nicolaus reduced their target price on shares of Moody’s from $574.00 to $540.00 and set a “buy” rating on the stock in a report on Thursday, February 19th. Wolfe Research reaffirmed an “outperform” rating and set a $535.00 price target on shares of Moody’s in a research note on Thursday, April 23rd. Finally, Bank of America reissued a “buy” rating and issued a $565.00 price objective on shares of Moody’s in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $544.29.

Insider Activity

In related news, SVP Richard G. Steele sold 158 shares of Moody’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $466.39, for a total value of $73,689.62. Following the completion of the transaction, the senior vice president directly owned 2,143 shares in the company, valued at approximately $999,473.77. This trade represents a 6.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert Fauber sold 1,467 shares of Moody’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $466.39, for a total value of $684,194.13. Following the completion of the transaction, the chief executive officer owned 75,189 shares of the company’s stock, valued at approximately $35,067,397.71. The trade was 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 8,680 shares of company stock valued at $3,952,188 in the last three months. Insiders own 0.14% of the company’s stock.

Moody’s Stock Performance

NYSE:MCO opened at $449.30 on Tuesday. The firm’s fifty day simple moving average is $444.01 and its 200 day simple moving average is $472.28. The company has a current ratio of 1.16, a quick ratio of 1.16 and a debt-to-equity ratio of 2.03. Moody’s Corporation has a twelve month low of $402.28 and a twelve month high of $546.88. The firm has a market capitalization of $78.49 billion, a price-to-earnings ratio of 32.21, a PEG ratio of 2.42 and a beta of 1.37.

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

Moody’s Announces Dividend

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

Moody’s Company 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.