Connecticut Wealth Management LLC Raises Stock Position in Moody’s Corporation $MCO

Connecticut Wealth Management LLC grew its holdings in Moody’s Corporation (NYSE:MCOFree Report) by 18.3% during the 4th quarter, Holdings Channel reports. The fund owned 16,810 shares of the business services provider’s stock after buying an additional 2,606 shares during the period. Connecticut Wealth Management LLC’s holdings in Moody’s were worth $8,587,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the business. Cromwell Holdings LLC raised its position in Moody’s by 5.8% in the fourth quarter. Cromwell Holdings LLC now owns 363 shares of the business services provider’s stock worth $185,000 after acquiring an additional 20 shares during the period. DeDora Capital Inc. raised its position in shares of Moody’s by 1.5% during the 4th quarter. DeDora Capital Inc. now owns 1,315 shares of the business services provider’s stock valued at $672,000 after purchasing an additional 20 shares during the period. Carnegie Investment Counsel raised its position in shares of Moody’s by 1.9% during the 4th quarter. Carnegie Investment Counsel now owns 1,081 shares of the business services provider’s stock valued at $552,000 after purchasing an additional 20 shares during the period. Guyasuta Investment Advisors Inc. raised its position in shares of Moody’s by 2.7% during the 4th quarter. Guyasuta Investment Advisors Inc. now owns 753 shares of the business services provider’s stock valued at $385,000 after purchasing an additional 20 shares during the period. Finally, Quadrant Capital Group LLC raised its position in shares of Moody’s by 0.4% during the 3rd quarter. Quadrant Capital Group LLC now owns 4,899 shares of the business services provider’s stock valued at $2,334,000 after purchasing an additional 21 shares during the period. 92.11% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Moody’s news, SVP Richard G. Steele sold 158 shares of Moody’s stock in a transaction on Monday, June 1st. The shares were 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 $900,534.95. This trade represents a 7.37% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert Fauber sold 1,467 shares of Moody’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $466.39, for a total transaction of $684,194.13. Following the completion of the transaction, the chief executive officer directly owned 75,189 shares of the company’s stock, valued at $35,067,397.71. The trade was a 1.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 4,717 shares of company stock valued at $2,137,306 over the last three months. Corporate insiders own 0.14% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Evercore restated an “outperform” rating and set a $610.00 price objective on shares of Moody’s in a research report on Thursday, February 19th. Wall Street Zen downgraded shares of Moody’s from a “buy” rating to a “hold” rating in a research report on Saturday, March 21st. Wells Fargo & Company raised their price objective on shares of Moody’s from $560.00 to $590.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Weiss Ratings downgraded shares of Moody’s from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, April 27th. Finally, UBS Group decreased their price objective on shares of Moody’s from $515.00 to $490.00 and set a “neutral” rating on the stock in a research report on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, Moody’s currently has an average rating of “Moderate Buy” and a consensus target price of $544.29.

Check Out Our Latest Stock Report on Moody’s

Moody’s Stock Performance

MCO opened at $441.75 on Friday. The stock has a market capitalization of $77.17 billion, a price-to-earnings ratio of 31.67, a PEG ratio of 2.43 and a beta of 1.35. The company has a fifty day moving average of $448.51 and a 200 day moving average of $469.45. Moody’s Corporation has a fifty-two week low of $402.28 and a fifty-two week high of $546.88. The company has a debt-to-equity ratio of 2.03, a quick ratio of 1.16 and a current ratio of 1.16.

Moody’s (NYSE:MCOGet Free Report) last posted its earnings results on Wednesday, April 22nd. The business services provider reported $4.33 earnings per share for the quarter, beating the consensus estimate of $4.22 by $0.11. The company had revenue of $2.08 billion during the quarter, compared to analysts’ expectations of $2.11 billion. Moody’s had a net margin of 31.69% and a return on equity of 70.97%. Moody’s’s quarterly revenue was up 8.1% on a year-over-year basis. During the same period last year, the company posted $3.83 earnings per share. Moody’s has set its FY 2026 guidance at 16.400-17.000 EPS. As a group, sell-side analysts forecast that Moody’s Corporation will post 16.69 earnings per share for the current fiscal year.

Moody’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Friday, May 15th were paid 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, May 15th. Moody’s’s dividend payout ratio (DPR) is presently 29.53%.

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.

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Institutional Ownership by Quarter for Moody's (NYSE:MCO)

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