MCO

MOODYS CORP /DE/

NYSE · Services-Consumer Credit Reporting, Collection Agencies · Inc. DE · CIK 0001059556
$447.85 +1.36% $78.2B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)32 New Institutional Positions18 Institutional Exits
Vol
Market Cap$78.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (70%)
Inst. Holders50 funds
Inst. Value$48.8B
Inst. Activity32 buys / 18 sells
Insider Activity0B / 10S
Insider Net $-$5.2M
Reddit Sentiment60° Warm
SEC Reports7
Exchange NYSE·Sector Services-Consumer Credit Reporting, Collection Agencies·Inc. DE·CIK 0001059556·Prev Close $441.82

Recent Activity

Jul 21, 2026 earnings_calendar
MCO Q2 2026 Earnings Before Market Open — 2026-07-21
EPS est: $4.31 | Rev est: $2.1B
Jun 5, 2026 Insider
Bermudez Jorge A. was granted 19 shares
Director
Jun 5, 2026 Insider
Sawicki Lisa P was granted 1.206 shares
Director
Jun 5, 2026 Insider
Seidman Leslie was granted 16 shares
Director
Jun 2, 2026 SEC
Two Moody's insiders, including the CEO, sold a total of $208K in open-market sales on June 1, 2026, all at $453.67. The
CLUSTER — Impact 2/10
May 31, 2026 SEC
Daiwa Capital upgrades MCO to Outperform — PT $590 (+30.2%)
ANALYST-UPGRADE — Impact 2/10
May 1, 2026 SEC
Daiwa Capital upgrades MCO to Outperform — PT $590 (+28% from current)
ANALYST-UPGRADE — Impact 3/10
Inst.
Egerton Capital (UK) LLP — ADD
1,545,670 shares ($674.3M)

Price Targets

$536.00 +19.7% upside Buy
Current $447.85 Low $489.00 Median $532.50 High $610.00 20 analysts
$489.00 $610.00

Analyst Ratings

Buy70% buy · 30 analysts
8Strong Buy
13Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 28, 2026 Mizuho MAINTAIN Neutral → Neutral
Apr 23, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 13, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 7, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Feb 24, 2026 Mizuho MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.18 $3.81 — $4.30 17% YoY 20
Next Q $4.37 $4.12 — $4.53 11% YoY 20
Current FY $16.70 $16.37 — $16.86 12% YoY 23
Next FY $18.60 $17.66 — $19.78 11% YoY 23

Top Institutional Holders

FundValueMove
BERKSHIRE HATHAWAY INC$10.8B
TCI Fund Management Ltd$6.3B
BlackRock, Inc.$5.7B
VANGUARD CAPITAL MANAGEMENT LLC$4.3B
STATE STREET CORP$3.1B

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Bermudez JorgeA$0.00
Jun 5, 2026Sawicki LisaA$0.00
Jun 5, 2026Seidman LeslieA$0.00
Jun 5, 2026FORLENZA VINCENTA$677.03
Jun 5, 2026Minaya JoseA$1.6K

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
6 mentions 4 bullish 2 bearish
50 institutional holders with $48.8B total value (111,970,086 shares) as of 2026-Q1. Top holders: BERKSHIRE, TCI, BlackRock,. Net buying activity: 32 institutions added/increased vs 18 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BERKSHIRE HATHAWAY INC24,669,778$10.8B22.0%
2TCI Fund Management Ltd14,334,027$6.3B12.8%
3BlackRock, Inc.13,127,824$5.7B11.7%
4VANGUARD CAPITAL MANAGEMENT LLC9,885,316$4.3B8.8%
5STATE STREET CORP7,138,837$3.1B6.4%
6FMR LLC4,986,752$2.2B4.5%
7VANGUARD PORTFOLIO MANAGEMENT LLC3,882,472$1.7B3.5%
8PineStone Asset Management Inc.2,349,784$1.0B2.1%
9MORGAN STANLEY2,322,297$1.0B2.1%
10GOLDMAN SACHS GROUP INC2,156,959$941.0M1.9%
11Egerton Capital (UK) LLP1,545,670$674.3M1.4%ADD +99.9%
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,328,012$605.3M1.2%
13WINDACRE PARTNERSHIP LLC1,332,900$581.5M1.2%
14AKRE CAPITAL MANAGEMENT LLC1,246,114$543.6M1.1%TRIM -28.2%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,146,533$500.2M1.0%
16Legal & General Group Plc1,044,841$455.8M0.9%
17Invesco Ltd.1,029,091$448.9M0.9%
18VANGUARD FIDUCIARY TRUST CO883,679$385.5M0.8%
19DIMENSIONAL FUND ADVISORS LP882,973$385.2M0.8%
20SCHRODER INVESTMENT MANAGEMENT GROUP890,699$384.8M0.8%ADD +57.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Egerton Capital (UK) LLPADD773,4091,545,670+99.9%$674.3M2026-Q1
AKRE CAPITAL MANAGEMENT LLCTRIM1,735,2311,246,114-28.2%$543.6M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD564,572890,699+57.8%$384.8M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD243,276366,884+50.8%$160.1M2026-Q1
GENERATION INVESTMENT MANAGEMENT LLPADD225,909366,361+62.2%$159.8M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED55,087297,370+439.8%$129.7M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED5,501286,213+5102.9%$124.9M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED106,138238,234+124.5%$103.9M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM269,054185,744-31.0%$81.0M2026-Q1
AVIVA PLCTRIM299,729165,926-44.6%$72.4M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED5,257155,624+2860.3%$67.9M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD114,304145,331+27.1%$63.4M2026-Q1
MARSHALL WACE, LLPNEW131,265$57.3M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEW112,080$48.9M2026-Q1
FRANKLIN RESOURCES INCTRIM208,491107,709-48.3%$47.0M2026-Q1
PRUDENTIAL FINANCIAL INCADD78,039101,824+30.5%$44.4M2026-Q1
TD ASSET MANAGEMENT INCNEAR_EXIT440,70488,839-79.8%$38.8M2026-Q1
FIFTH THIRD BANCORPDOUBLED33,58779,163+135.7%$34.5M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD46,76377,513+65.8%$33.8M2026-Q1
CAPITAL FUND MANAGEMENT S.A.DOUBLED30,60975,466+146.5%$32.9M2026-Q1
Allianz Asset Management GmbHDOUBLED31,93171,433+123.7%$31.2M2026-Q1
Mariner, LLCADD51,87070,716+36.3%$30.8M2026-Q1
AGF MANAGEMENT LTDADD55,82970,285+25.9%$30.7M2026-Q1
BLAIR WILLIAM & CO/ILDOUBLED25,35466,954+164.1%$29.2M2026-Q1
TORONTO DOMINION BANKTRIM104,19664,760-37.8%$28.3M2026-Q1
14 unique insiders with 50 transactions. Net insider value: -$5.2M ($0.00 bought, $5.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Bermudez Jorge A.DirectorAWARD19
Jun 5, 2026Sawicki Lisa PDirectorAWARD1.206
Jun 5, 2026Seidman LeslieDirectorAWARD16
Jun 5, 2026FORLENZA VINCENT ADirectorAWARD1.5$451.35$677.03
Jun 5, 2026Minaya JoseDirectorAWARD3.562$451.35$1.6K
Jun 5, 2026Esperdy ThereseDirectorAWARD11.913
Jun 5, 2026FORLENZA VINCENT ADirectorAWARD16.549
Jun 5, 2026Minaya JoseDirectorAWARD6.627
Jun 5, 2026VAN SAUN BRUCEDirectorAWARD7
Jun 1, 2026Fauber RobertPresident and CEOSELL300$453.67$136.1K
Jun 1, 2026Fauber RobertPresident and CEOEXERCISE592$113.34$67.1K
Jun 1, 2026Steele Richard GSVP - General CounselSELL158$453.67$71.7K
May 1, 2026Steele Richard GSVP - General CounselSELL158$466.39$73.7K
May 1, 2026Fauber RobertPresident and CEOEXERCISE592$113.34$67.1K
May 1, 2026Fauber RobertPresident and CEOSELL300$466.39$139.9K
Apr 1, 2026Steele Richard GSVP - General CounselSELL34$437.77$14.9K
Apr 1, 2026Fauber RobertPresident and CEOSELL300$437.77$131.3K
Apr 1, 2026Minaya JoseDirectorAWARD93.388$438.78$41.0K
Apr 1, 2026Fauber RobertPresident and CEOEXERCISE592$113.34$67.1K
Mar 16, 2026Sawicki Lisa PDirectorAWARD528
Mar 13, 2026Esperdy ThereseDirectorAWARD15.89
Mar 13, 2026FORLENZA VINCENT ADirectorAWARD22.073
Mar 13, 2026FORLENZA VINCENT ADirectorAWARD1.562$430.01$671.68
Mar 13, 2026Seidman LeslieDirectorAWARD17
Mar 13, 2026VAN SAUN BRUCEDirectorAWARD8
Mar 13, 2026Bermudez Jorge A.DirectorAWARD20
Mar 13, 2026Minaya JoseDirectorAWARD10.358
Mar 13, 2026Minaya JoseDirectorAWARD3.491$430.01$1.5K
Mar 4, 2026Phillips Jason DChief Acctg Off & ControllerSELL333.123$472.61$157.4K
Mar 4, 2026West Michael LPresident, Moody's InvestorsSELL4,250$473.72$2.0M
Mar 4, 2026Heuland Noemie ClemenceSVP & Chief Financial OfficerSELL100$465.87$46.6K
Mar 3, 2026Fauber RobertPresident and CEOSELL5,213$456.71$2.4M
Mar 2, 2026West Michael LPresident, Moody's InvestorsAWARD7,272
Mar 2, 2026Fauber RobertPresident and CEOAWARD35,556
Mar 2, 2026Heuland Noemie ClemenceSVP & Chief Financial OfficerTAX W/H327.592$467.49$153.1K
Feb 25, 2026Dhawan SumitDirectorAWARD500
Feb 25, 2026Esperdy ThereseDirectorAWARD500
Feb 25, 2026Serafin ZigDirectorAWARD500
Feb 25, 2026FORLENZA VINCENT ADirectorAWARD684
Feb 25, 2026Seidman LeslieDirectorAWARD500
Feb 25, 2026Bermudez Jorge A.DirectorAWARD500
Feb 25, 2026VAN SAUN BRUCEDirectorAWARD500
Feb 25, 2026Minaya JoseDirectorAWARD500
Feb 23, 2026West Michael LPresident, Moody's InvestorsAWARD1,578
Feb 23, 2026Steele Richard GSVP - General CounselAWARD3,079
Feb 23, 2026Heuland Noemie ClemenceSVP & Chief Financial OfficerAWARD2,366
Feb 23, 2026West Michael LPresident, Moody's InvestorsAWARD5,256
Feb 23, 2026Fauber RobertPresident and CEOAWARD7,528
Feb 23, 2026Fauber RobertPresident and CEOAWARD25,081
Feb 23, 2026Steele Richard GSVP - General CounselAWARD924

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (70% buy). Based on 30 analysts: 8 strong buy, 13 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$536.00 mean target +19.7% upside Buy (1.78)
$489.00 Low $610.00 High
MetricValue
Current Price$447.85
Target Low$489.00
Target Mean$536.00
Target Median$532.50
Target High$610.00
# Analysts20
RecommendationBuy (1.78)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.18 $3.81 $4.30 17.3% -0.3% 4↑ 15↓ $2.1B 8.5% 20
Next Q
2026-09-30
$4.37 $4.12 $4.53 11.4% +0.1% 14↑ 5↓ $2.1B 4.6% 20
Current FY
2026-12-31
$16.70 $16.37 $16.86 11.8% -0.0% 7↑ 12↓ $8.2B 6.7% 23
Next FY
2027-12-31
$18.60 $17.66 $19.78 11.4% -0.0% 8↑ 12↓ $8.9B 7.5% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.176
7d ago$4.175+0.001
30d ago$4.188-0.012
60d ago$4.303-0.128
90d ago$4.285-0.109
10 analyst firms have rated this stock: 3 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 28, 2026 Mizuho MAINTAIN Neutral Neutral
Apr 23, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 7, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 24, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 23, 2026 Barclays MAINTAIN Overweight Overweight
Feb 19, 2026 UBS MAINTAIN Neutral Neutral
Feb 19, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 19, 2026 Stifel MAINTAIN Buy Buy
Feb 19, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 9, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 14, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 13, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 13, 2026 Daiwa Capital UPGRADE Neutral Outperform
Jan 8, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 5, 2026 Stifel UPGRADE Hold Buy
Dec 16, 2025 Goldman Sachs UPGRADE Neutral Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202681390070%
May 1, 202681390070%
Apr 1, 202681480073%
Mar 1, 202681390070%
Feb 1, 2026711110062%
Jan 1, 2026612110062%
Dec 1, 2025612120060%
Nov 1, 2025712120061%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°
Warm
Bearish Neutral Bullish
6 mentions 4 bullish 2 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 10, 2026140° Cool011
Jun 10, 2026140° Cool011
May 28, 2026160° Warm101
May 28, 2026160° Warm101
Apr 13, 2026160° Warm101
Apr 13, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 15d 22h ago
10k to invest? What in?
▲ 1 💬 1 ⚡ 0.3
r/options Bullish 2mo ago
Considering $95/115 debit call spread on TRI or $470/500 spread on MCO
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 3mo ago
SMA 8 Cross above SMA 21
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 3mo ago
SMA 8 Cross above SMA 21
▲ 1 💬 0 ⚡ 0.5
Jul 21, 2026
earnings_calendar
MCO Q2 2026 Earnings Before Market Open — 2026-07-21
EPS est: $4.31 | Rev est: $2.1B
May 18, 2026
dark_pool
Dark Pool: MCO — 1.2M shares, 46,868 trades
Week starting 2026-05-18. Total ATS volume: 1,189,629 shares across 46,868 trades.
May 11, 2026
dark_pool
Dark Pool: MCO — 1.3M shares, 52,304 trades
Week starting 2026-05-11. Total ATS volume: 1,342,928 shares across 52,304 trades.
May 4, 2026
dark_pool
Dark Pool: MCO — 1.3M shares, 52,112 trades
Week starting 2026-05-04. Total ATS volume: 1,252,477 shares across 52,112 trades.
Apr 28, 2026
short_volume
Short Volume: MCO — 70.0% short (0.4M / 0.5M)
Short: 351,275 | Exempt: 0 | TRF Vol: 501,487 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: MCO — 1.7M shares, 82,064 trades
Week starting 2026-04-27. Total ATS volume: 1,697,736 shares across 82,064 trades.
Apr 27, 2026
short_volume
Short Volume: MCO — 75.5% short (0.4M / 0.5M)
Short: 389,924 | Exempt: 89 | TRF Vol: 516,496 | Short Ratio: 75.5% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: MCO — 73.1% short (0.4M / 0.5M)
Short: 369,104 | Exempt: 13 | TRF Vol: 504,599 | Short Ratio: 73.1% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
earnings_calendar
MCO Q1 2026 Earnings Before Market Open — 2026-04-22
Apr 22, 2026
short_volume
Short Volume: MCO — 75.2% short (0.4M / 0.6M)
Short: 446,510 | Exempt: 9 | TRF Vol: 593,447 | Short Ratio: 75.2% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: MCO — 70.5% short (0.5M / 0.7M)
Short: 473,985 | Exempt: 3 | TRF Vol: 672,484 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
earnings_calendar
MCO Q1 2026 Earnings Before Market Open — 2026-04-20
EPS est: $4.38 | Rev est: $2.1B
Apr 20, 2026
short_volume
Short Volume: MCO — 61.5% short (0.3M / 0.5M)
Short: 320,495 | Exempt: 810 | TRF Vol: 520,827 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: MCO — 2.3M shares, 114,687 trades
Week starting 2026-04-20. Total ATS volume: 2,291,866 shares across 114,687 trades.
Apr 13, 2026
dark_pool
Dark Pool: MCO — 1.5M shares, 66,206 trades
Week starting 2026-04-13. Total ATS volume: 1,472,807 shares across 66,206 trades.