CI Investments Inc. Sells 118,786 Shares of Moody’s Corporation $MCO

Posted by Brenda Bartman on Jul 23rd, 2026

CI Investments Inc. trimmed its stake in Moody’s Corporation (NYSE:MCO – Free Report) by 71.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 47,220 shares of the business services provider’s stock after selling 118,786 shares during the period. CI Investments Inc.’s holdings in Moody’s were worth $20,600,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of MCO. Wilkerson Advisory Group LLC raised its position in Moody’s by 87.1% in the 1st quarter. Wilkerson Advisory Group LLC now owns 58 shares of the business services provider’s stock valued at $25,000 after purchasing an additional 27 shares during the last quarter. Newbridge Financial Services Group Inc. acquired a new stake in shares of Moody’s during the 2nd quarter worth approximately $25,000. Whipplewood Advisors LLC raised its position in shares of Moody’s by 1,866.7% during the 1st 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. Birchwood Financial Partners Inc. bought a new stake in Moody’s in the fourth quarter valued at about $26,000. Finally, Nalls Sherbakoff Group LLC acquired a new stake in shares of Moody’s in the 4th quarter valued at approximately $27,000. Institutional investors and hedge funds own 92.11% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Robert Fauber sold 1,467 shares of the stock in a transaction 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 directly owned 75,189 shares in the company, valued at approximately $35,067,397.71. This represents a 1.91% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $453.67, for a total value of $71,679.86. Following the completion of the transaction, the senior vice president directly owned 1,985 shares of the company’s stock, valued at approximately $900,534.95. The trade was a 7.37% decrease in their position. 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 sold a total of 3,250 shares of company stock valued at $1,495,098 over the last quarter. 0.14% of the stock is owned by corporate insiders.

Moody’s Stock Performance

Shares of NYSE:MCO opened at $489.38 on Thursday. The company has a debt-to-equity ratio of 2.03, a current ratio of 1.16 and a quick ratio of 1.16. Moody’s Corporation has a 1 year low of $402.28 and a 1 year high of $546.88. The stock has a market capitalization of $85.50 billion, a price-to-earnings ratio of 35.08, a price-to-earnings-growth ratio of 2.52 and a beta of 1.34. The company’s 50 day simple moving average is $463.40 and its 200 day simple moving average is $464.93.

Moody’s (NYSE:MCO – Get Free Report) last released its earnings results on Wednesday, July 22nd. The business services provider reported $4.68 earnings per share (EPS) for the quarter, beating 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 70.97% and a net margin of 31.69%.The business’s revenue for the quarter was up 15.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.56 earnings per share. Moody’s has set its FY 2026 guidance at 16.500-17.000 EPS. As a group, research analysts predict that Moody’s Corporation will post 16.73 EPS for the current fiscal year.

Key Moody’s News

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

Positive Sentiment: Moody’s reported Q2 EPS of $4.68, ahead of consensus, and revenue of $2.19 billion, up 15.1% year over year, helped by stronger bond issuance activity and solid demand in analytics. Article Link
Positive Sentiment: The company raised its stock repurchase outlook and declared a $1.03 dividend, which supports shareholder returns. Article Link
Neutral Sentiment: Moody’s updated full-year 2026 EPS guidance to $16.50-$17.00, which is broadly in line with expectations, but not enough to offset concerns about margin pressure. Article Link
Negative Sentiment: The market is reacting to lower 2026 operating margin guidance, suggesting costs may be rising faster than expected and limiting enthusiasm for the earnings beat. Article Link

Analyst Upgrades and Downgrades

MCO has been the subject of several recent analyst reports. Weiss Ratings upgraded Moody’s from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, July 15th. JPMorgan Chase & Co. lifted their target price on Moody’s from $530.00 to $600.00 and gave the company an “overweight” rating in a research report on Monday. Morgan Stanley set a $512.00 price target on shares of Moody’s in a research note on Wednesday. Barclays lifted their price objective on shares of Moody’s from $550.00 to $575.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. Finally, Wells Fargo & Company upped their target price on Moody’s from $560.00 to $590.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $551.42.

Get Our Latest Stock Analysis on Moody’s

Moody’s Profile

(Free Report)

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.