Integrated Wealth Concepts LLC Boosts Stock Position in Moody’s Corporation $MCO

Posted by Francis Steltz on Sep 16th, 2026

Integrated Wealth Concepts LLC boosted its holdings in Moody’s Corporation (NYSE:MCO – Free Report) by 46.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,856 shares of the business services provider’s stock after buying an additional 1,217 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Moody’s were worth $1,746,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Nalls Sherbakoff Group LLC acquired a new position in shares of Moody’s during the 4th quarter worth about $27,000. Wilkerson Advisory Group LLC raised its position in shares of Moody’s by 87.1% during the 1st 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 in the last quarter. 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 worth $26,000 after acquiring an additional 56 shares in the last quarter. Compass Financial Management LLC purchased a new stake in Moody’s during the second quarter worth approximately $27,000. Finally, FNY Investment Advisers LLC purchased a new stake in Moody’s during the second quarter worth approximately $45,000. 92.11% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Robert Fauber sold 1,467 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $484.30, for a total value of $710,468.10. Following the completion of the sale, the chief executive officer owned 51,964 shares in the company, valued at $25,166,165.20. This represents 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. 0.14% of the stock is currently owned by company insiders.

Analyst Ratings Changes

MCO has been the topic of several recent analyst reports. Mizuho increased their price target on shares of Moody’s from $521.00 to $530.00 and gave the company a “neutral” rating in a research note on Monday, July 27th. Rothschild & Co Redburn set a $500.00 price objective on shares of Moody’s in a research report on Thursday, June 18th. Morgan Stanley set a $512.00 target price on shares of Moody’s in a report on Wednesday, July 22nd. Robert W. Baird increased their target price on shares of Moody’s from $557.00 to $572.00 and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Finally, Wells Fargo & Company lifted their price target on shares of Moody’s from $590.00 to $597.00 and gave the stock an “overweight” rating in a research note on Thursday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $553.61.

Read Our Latest Analysis on MCO

More Moody’s News

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

Positive Sentiment: Expansion in the Philippines: Moody’s agreed to acquire a minority stake in Philippine Rating Services Corporation (PhilRatings), a Manila-based domestic credit-rating agency that supports the development of Philippine debt markets. The investment could strengthen Moody’s presence in a growing Asian capital market and expand potential long-term business opportunities. Financial terms were not disclosed. Moody’s to Acquire Minority Stake in Philippine Rating Services Corporation
Neutral Sentiment: Unusually heavy call-option activity: Investors purchased 4,144 MCO call options, approximately 544% above the typical daily volume of 643 contracts. This suggests increased bullish or speculative interest in Moody’s shares, but options activity alone does not establish a change in the company’s fundamentals.
Negative Sentiment: Valuation remains a concern: Coverage of the Philippine expansion questioned whether Moody’s stock is fully valued. With shares trading below their 50-day average and at a relatively high earnings multiple, investors may view the PhilRatings stake as strategically useful but too small or financially uncertain to justify additional upside in the near term. Moody’s Expands in the Philippines, Is the Stock Fully Valued?

Moody’s Stock Down 2.3%

Shares of NYSE MCO opened at $466.88 on Wednesday. The business has a 50-day moving average price of $489.64 and a 200 day moving average price of $464.39. The stock has a market cap of $80.86 billion, a PE ratio of 29.61, a price-to-earnings-growth ratio of 2.49 and a beta of 1.34. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 2.01. Moody’s Corporation has a 52-week low of $402.28 and a 52-week high of $546.88.

Moody’s (NYSE:MCO – Get Free Report) last released its quarterly earnings results on Wednesday, July 22nd. The business services provider reported $4.68 EPS for the quarter, topping 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 company had revenue of $2.19 billion for the quarter, compared to analyst estimates of $2.09 billion. During the same quarter in the previous year, the company posted $3.56 earnings per share. The firm’s revenue was up 15.1% compared to the same quarter last year. Moody’s has set its FY 2026 guidance at 16.500-17.000 EPS. Equities research analysts forecast that Moody’s Corporation will post 16.98 earnings per share for the current year.

Moody’s Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Friday, August 14th were issued a $1.03 dividend. This represents a $4.12 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Friday, August 14th. Moody’s’s payout ratio is presently 26.13%.

Moody’s Company Profile

(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.