NEOS Investment Management LLC Acquires 2,896 Shares of Moody's Corporation $MCO

Key Points

• NEOS Investment Management increased its Moody’s stake by 13.2% in the second quarter, purchasing 2,896 additional shares for a total holding of 24,859 shares valued at $11.26 million. Institutional investors collectively own 92.11% of Moody’s stock.
• Moody’s reported stronger-than-expected quarterly results, with EPS of $4.68 versus the $4.26 consensus estimate and revenue of $2.19 billion, up 15.1% year over year. The company maintained fiscal 2026 EPS guidance of $16.50–$17.00.
• Shares opened at $493.26, while analysts maintain a consensus “Moderate Buy” rating and an average price target of $553.61. Moody’s also declared a quarterly dividend of $1.03 per share, representing a 0.8% annualized yield.

NEOS Investment Management LLC boosted its stake in shares of Moody's Corporation (NYSE:MCO - Free Report) by 13.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,859 shares of the business services provider's stock after buying an additional 2,896 shares during the period. NEOS Investment Management LLC's holdings in Moody's were worth $11,259,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Edgestream Partners L.P. grew its position in shares of Moody's by 806.7% in the 1st quarter. Edgestream Partners L.P. now owns 9,239 shares of the business services provider's stock worth $4,031,000 after buying an additional 8,220 shares during the last quarter. Norges Bank purchased a new stake in Moody's during the fourth quarter valued at approximately $1,097,101,000. Qsemble Capital Management LP boosted its stake in Moody's by 78.3% in the fourth quarter. Qsemble Capital Management LP now owns 5,703 shares of the business services provider's stock valued at $2,913,000 after acquiring an additional 2,505 shares in the last quarter. National Pension Service boosted its stake in Moody's by 38.7% in the fourth quarter. National Pension Service now owns 514,377 shares of the business services provider's stock valued at $262,769,000 after acquiring an additional 143,515 shares in the last quarter. Finally, TRB Advisors LP grew its holdings in Moody's by 200.0% in the fourth quarter. TRB Advisors LP now owns 30,000 shares of the business services provider's stock worth $15,326,000 after purchasing an additional 20,000 shares during the last quarter. 92.11% of the stock is currently owned by hedge funds and other institutional investors.

Moody's Stock Down 2.2%

NYSE:MCO opened at $493.26 on Friday. The company has a debt-to-equity ratio of 2.01, a current ratio of 1.19 and a quick ratio of 1.19. The company's fifty day moving average price is $489.95 and its 200-day moving average price is $462.63. Moody's Corporation has a 1-year low of $402.28 and a 1-year high of $546.88. The firm has a market capitalization of $85.43 billion, a P/E ratio of 31.28, a PEG ratio of 2.58 and a beta of 1.34.

Moody's (NYSE:MCO - Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The business services provider reported $4.68 EPS for the quarter, beating the consensus estimate of $4.26 by $0.42. The company had revenue of $2.19 billion for the quarter, compared to analyst estimates of $2.09 billion. Moody's had a net margin of 34.25% and a return on equity of 80.35%. The firm's revenue was up 15.1% on a year-over-year basis. During the same period in the prior year, the company earned $3.56 earnings per share. Moody's has set its FY 2026 guidance at 16.500-17.000 EPS. As a group, equities research analysts anticipate that Moody's Corporation will post 16.89 EPS for the current year.

Moody's Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Friday, August 14th were given a dividend of $1.03 per share. This represents a $4.12 annualized dividend and a yield of 0.8%. The ex-dividend date was Friday, August 14th. Moody's's dividend payout ratio (DPR) is currently 26.13%.

Insider Transactions at Moody's

In other news, CEO Robert Fauber sold 1,467 shares of Moody's stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $484.30, for a total transaction of $710,468.10. Following the completion of the transaction, the chief executive officer directly owned 51,964 shares of the company's stock, valued at $25,166,165.20. The trade was a 2.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.14% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. Rothschild & Co Redburn set a $500.00 price objective on Moody's in a report on Thursday, June 18th. Mizuho boosted their target price on Moody's from $521.00 to $530.00 and gave the stock a "neutral" rating in a research note on Monday, July 27th. Wells Fargo & Company upped their target price on Moody's from $590.00 to $597.00 and gave the company an "overweight" rating in a research report on Thursday, July 23rd. JPMorgan Chase & Co. raised their price target on Moody's from $530.00 to $600.00 and gave the stock an "overweight" rating in a report on Monday, July 20th. Finally, Barclays boosted their price target on Moody's from $550.00 to $575.00 and gave the stock an "overweight" rating in a research note on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and five have assigned a Hold rating to the company's stock. According to MarketBeat, Moody's presently has an average rating of "Moderate Buy" and a consensus price target of $553.61.

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.

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