Sei Investments Co. Acquires 26,329 Shares of Moody’s Corporation $MCO

Sei Investments Co. lifted its holdings in shares of Moody’s Corporation (NYSE:MCO) by 11.4% during the first quarter, Holdings Channel.com reports. The firm owned 256,458 shares of the business services provider’s stock after acquiring an additional 26,329 shares during the quarter. Sei Investments Co.’s holdings in Moody’s were worth $111,886,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Newbridge Financial Services Group Inc. acquired a new stake in shares of Moody’s in the second quarter valued at about $25,000. Wilkerson Advisory Group LLC lifted its stake in shares of Moody’s by 87.1% in the first quarter. Wilkerson Advisory Group LLC now owns 58 shares of the business services provider’s stock worth $25,000 after acquiring an additional 27 shares during the period. Birchwood Financial Partners Inc. bought a new stake in Moody’s in the fourth quarter valued at approximately $26,000. Whipplewood Advisors LLC boosted its holdings in Moody’s by 1,866.7% in the first quarter. Whipplewood Advisors LLC now owns 59 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 56 shares during the last quarter. Finally, Nalls Sherbakoff Group LLC acquired a new stake in Moody’s during the 4th quarter valued at approximately $27,000. Institutional investors own 92.11% of the company’s stock.

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

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on MCO. Robert W. Baird boosted their price target on shares of Moody’s from $557.00 to $572.00 and gave the stock an “outperform” rating in a research report on Thursday. Weiss Ratings upgraded shares of Moody’s from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, July 15th. BMO Capital Markets lifted their target price on shares of Moody’s from $489.00 to $515.00 and gave the stock a “market perform” rating in a research note on Tuesday, July 7th. Mizuho dropped their target price on shares of Moody’s from $524.00 to $521.00 and set a “neutral” rating on the stock in a report on Tuesday, April 28th. Finally, JPMorgan Chase & Co. upped their price target on shares of Moody’s from $530.00 to $600.00 and gave the company an “overweight” rating in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, Moody’s has an average rating of “Moderate Buy” and a consensus target price of $553.11.

Moody’s Trading Down 3.5%

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

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

Moody’s Dividend Announcement

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

Insider Buying and Selling at Moody’s

In other Moody’s news, CEO Robert Fauber sold 1,467 shares of the firm’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $466.39, for a total value of $684,194.13. Following the completion of the sale, the chief executive officer directly owned 75,189 shares in the company, valued at approximately $35,067,397.71. This trade represents a 1.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Richard G. Steele sold 158 shares of Moody’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 completion of the sale, the senior vice president directly owned 1,985 shares of the company’s stock, valued at approximately $900,534.95. This trade represents a 7.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 3,250 shares of company stock worth $1,495,098. 0.14% of the stock is 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.