Junto Capital Management LP Purchases 172,077 Shares of Moody’s Corporation $MCO

Posted by George Bondi on Sep 10th, 2026

Junto Capital Management LP raised its position in shares of Moody’s Corporation (NYSE:MCO – Free Report) by 195.1% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 260,298 shares of the business services provider’s stock after purchasing an additional 172,077 shares during the quarter. Moody’s accounts for about 2.1% of Junto Capital Management LP’s holdings, making the stock its 12th biggest holding. Junto Capital Management LP’s holdings in Moody’s were worth $117,894,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the company. Kestra Private Wealth Services LLC raised its stake in shares of Moody’s by 0.3% during the first quarter. Kestra Private Wealth Services LLC now owns 6,440 shares of the business services provider’s stock valued at $2,810,000 after acquiring an additional 22 shares during the last quarter. Reynders McVeigh Capital Management LLC grew its stake in shares of Moody’s by 1.2% in the third quarter. Reynders McVeigh Capital Management LLC now owns 1,865 shares of the business services provider’s stock worth $889,000 after purchasing an additional 22 shares during the last quarter. Resolute Wealth Strategies LLC grew its stake in shares of Moody’s by 3.8% in the first quarter. Resolute Wealth Strategies LLC now owns 623 shares of the business services provider’s stock worth $272,000 after purchasing an additional 23 shares during the last quarter. TD Private Client Wealth LLC increased its holdings in Moody’s by 6.7% during the 4th quarter. TD Private Client Wealth LLC now owns 429 shares of the business services provider’s stock valued at $219,000 after purchasing an additional 27 shares during the period. Finally, Allen Capital Group LLC raised its position in Moody’s by 5.7% during the 4th quarter. Allen Capital Group LLC now owns 497 shares of the business services provider’s stock valued at $254,000 after purchasing an additional 27 shares during the last quarter. Institutional investors own 92.11% of the company’s stock.

Moody’s Stock Performance

Shares of MCO opened at $475.10 on Thursday. The company has a debt-to-equity ratio of 2.01, a current ratio of 1.19 and a quick ratio of 1.19. Moody’s Corporation has a one year low of $402.28 and a one year high of $546.88. The company has a 50-day simple moving average of $491.47 and a two-hundred day simple moving average of $463.78. The firm has a market capitalization of $82.29 billion, a PE ratio of 30.13, a price-to-earnings-growth ratio of 2.51 and a beta of 1.34.

Moody’s (NYSE:MCO – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The business services provider reported $4.68 earnings per share for the quarter, beating 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 analysts’ expectations of $2.09 billion. During the same period in the previous year, the firm posted $3.56 EPS. The business’s 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, analysts anticipate that Moody’s Corporation will post 16.98 EPS for the current fiscal year.

Moody’s Dividend Announcement

The company 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. The ex-dividend date was Friday, August 14th. This represents a $4.12 annualized dividend and a dividend yield of 0.9%. Moody’s’s payout ratio is currently 26.13%.

Analysts Set New Price Targets

Several research firms have weighed in on MCO. Weiss Ratings upgraded Moody’s from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, July 15th. Barclays boosted their target price on Moody’s from $550.00 to $575.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. 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 report on Thursday, July 23rd. Mizuho raised their price target on Moody’s from $521.00 to $530.00 and gave the stock a “neutral” rating in a research note on Monday, July 27th. Finally, Citigroup reiterated a “buy” rating on shares of Moody’s in a report on Wednesday, July 29th. One research 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 MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $553.61.

Read Our Latest Report on Moody’s

Insider Buying and Selling at Moody’s

In related news, CEO Robert Fauber sold 1,467 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $484.30, for a total value of $710,468.10. Following the sale, the chief executive officer directly owned 51,964 shares of the company’s stock, valued at $25,166,165.20. This represents a 2.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.14% of the stock is owned by corporate insiders.

About Moody’s

(Free Report)

Moody’s Corporation (NYSE:MCO) is a global provider of credit ratings, research, data and analytical tools. Through Moody’s Ratings, the company evaluates the creditworthiness of governments, companies, financial institutions and debt securities, helping investors and other market participants assess credit risk. Its ratings and related research cover a broad range of fixed-income markets and structured finance products.

Through Moody’s Analytics, the company provides economic and financial intelligence, risk-management software, data, quantitative models and advisory services.