ABN Amro Investment Solutions Acquires 1,136 Shares of Moody’s Corporation $MCO

ABN Amro Investment Solutions lifted its stake in Moody’s Corporation (NYSE:MCO) by 17.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,627 shares of the business services provider’s stock after buying an additional 1,136 shares during the period. ABN Amro Investment Solutions’ holdings in Moody’s were worth $3,327,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Andra AP fonden grew its holdings in Moody’s by 445.5% during the 1st quarter. Andra AP fonden now owns 31,639 shares of the business services provider’s stock worth $13,803,000 after acquiring an additional 25,839 shares during the last quarter. Wilkerson Advisory Group LLC raised its stake in shares of Moody’s by 87.1% during the first quarter. Wilkerson Advisory Group LLC now owns 58 shares of the business services provider’s stock valued at $25,000 after acquiring an additional 27 shares during the last quarter. Glenview Trust Co lifted its holdings in shares of Moody’s by 8.2% during the first quarter. Glenview Trust Co now owns 9,777 shares of the business services provider’s stock worth $4,265,000 after purchasing an additional 745 shares during the period. Titan Global Capital Management USA LLC lifted its holdings in Moody’s by 2.5% during the 1st quarter. Titan Global Capital Management USA LLC now owns 11,355 shares of the business services provider’s stock worth $4,953,000 after buying an additional 279 shares during the period. Finally, Johnson Financial Group Inc. lifted its holdings in Moody’s by 15.3% during the 1st quarter. Johnson Financial Group Inc. now owns 20,080 shares of the business services provider’s stock worth $8,760,000 after buying an additional 2,667 shares during the period. Institutional investors and hedge funds own 92.11% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on MCO shares. Bank of America reissued a “buy” rating and issued a $565.00 price target on shares of Moody’s in a research note on Wednesday, April 22nd. Mizuho dropped their price target on shares of Moody’s from $524.00 to $521.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 28th. Jefferies Financial Group assumed coverage on shares of Moody’s in a research note on Friday, July 17th. They issued a “buy” rating and a $610.00 price objective on the stock. Robert W. Baird lifted their target price on shares of Moody’s from $557.00 to $572.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, Wolfe Research restated an “outperform” rating and issued a $535.00 target price on shares of Moody’s in a report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $553.11.

Key Headlines Impacting Moody’s

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

• Positive Sentiment: Moody’s beat second-quarter expectations, reporting $4.68 EPS on $2.19 billion of revenue, with sales up 15.1% year over year. Management also raised its stock repurchase outlook, which signals confidence in cash generation and capital returns. Moodys Corp (MCO) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Raised Guidance
• Positive Sentiment: Revenue growth was supported by stronger bond issuance activity and steady demand for Moody’s analytics business, reinforcing the company’s “wide moat” positioning and durable growth profile. MCO Q2 Earnings Beat on Rising Analytics Demand & Higher Issuances
• Neutral Sentiment: Moody’s reaffirmed its FY 2026 EPS outlook of 16.50 to 17.00, which is broadly in line with Street expectations and suggests management sees continued stability after the strong quarter. Moody’s (MCO) Tops Q2 Earnings and Revenue Estimates
• Neutral Sentiment: The company also declared a quarterly dividend of $1.03 per share, underscoring shareholder returns, but this is a routine capital-allocation update rather than a major catalyst. Moody’s declares $1.03 dividend
• Negative Sentiment: Investors appear focused on Moody’s lowered 2026 operating margin guidance, which raises concerns that costs may be offsetting some of the company’s revenue strength and helps explain why the shares have been under pressure despite the earnings beat. Moody’s lowers 2026 operating margin guidance, raises stock repurchases outlook

Insiders Place Their Bets

In other Moody’s news, SVP Richard G. Steele sold 158 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $453.67, for a total transaction of $71,679.86. Following the transaction, the senior vice president owned 1,985 shares in the company, valued at approximately $900,534.95. This represents a 7.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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 on Monday, June 1st. The shares were sold at an average price of $453.67, for a total transaction of $665,533.89. Following the completion of the transaction, the chief executive officer directly owned 52,564 shares in the company, valued at $23,846,709.88. This trade represents a 2.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 3,250 shares of company stock valued at $1,495,098 in the last 90 days. 0.14% of the stock is currently owned by company insiders.

Moody’s Stock Performance

Shares of MCO opened at $472.42 on Friday. Moody’s Corporation has a one year low of $402.28 and a one year high of $546.88. The company has a market cap of $82.53 billion, a PE ratio of 29.96, a P/E/G ratio of 2.49 and a beta of 1.34. The stock has a 50-day moving average of $464.19 and a 200-day moving average of $464.75. The company has a debt-to-equity ratio of 2.01, a current ratio of 1.19 and a quick ratio of 1.16.

Moody’s (NYSE:MCO) last announced its quarterly earnings results on Wednesday, July 22nd. The business services provider reported $4.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.26 by $0.42. Moody’s had a return on equity of 80.35% and a net margin of 34.25%.The business had revenue of $2.19 billion for the quarter, compared to analyst estimates of $2.09 billion. During the same quarter in the prior year, the company earned $3.56 earnings per share. The company’s quarterly revenue was up 15.1% on a year-over-year basis. Moody’s has set its FY 2026 guidance at 16.500-17.000 EPS. On average, equities research analysts predict that Moody’s Corporation will post 16.83 EPS for the current fiscal year.

Moody’s Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 14th will be paid a dividend of $1.03 per share. This represents a $4.12 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, August 14th. Moody’s’s payout ratio is 29.53%.

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.