Pacific Excel Wealth Advisors Inc. Makes New $469,000 Investment in Moody’s Corporation $MCO

Posted by Brian Himes on Aug 5th, 2026

Pacific Excel Wealth Advisors Inc. acquired a new position in shares of Moody’s Corporation (NYSE:MCO – Free Report) during the 2nd quarter, Holdings Channel reports. The fund acquired 1,036 shares of the business services provider’s stock, valued at approximately $469,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Sivia Capital Partners LLC purchased a new stake in Moody’s during the second quarter valued at $267,000. Federated Hermes Inc. increased its holdings in shares of Moody’s by 15.5% in the 2nd quarter. Federated Hermes Inc. now owns 10,916 shares of the business services provider’s stock worth $5,475,000 after buying an additional 1,461 shares during the last quarter. NewEdge Advisors LLC raised its position in shares of Moody’s by 6.2% during the 2nd quarter. NewEdge Advisors LLC now owns 1,468 shares of the business services provider’s stock valued at $736,000 after buying an additional 86 shares in the last quarter. CIBC Asset Management Inc raised its position in shares of Moody’s by 3.8% during the 2nd quarter. CIBC Asset Management Inc now owns 25,303 shares of the business services provider’s stock valued at $12,692,000 after buying an additional 929 shares in the last quarter. Finally, Treasurer of the State of North Carolina lifted its holdings in shares of Moody’s by 0.4% in the 2nd quarter. Treasurer of the State of North Carolina now owns 72,615 shares of the business services provider’s stock valued at $36,423,000 after acquiring an additional 280 shares during the last quarter. 92.11% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

MCO has been the topic of several analyst reports. Robert W. Baird boosted their price objective on Moody’s from $557.00 to $572.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. BMO Capital Markets boosted their target price on Moody’s from $489.00 to $515.00 and gave the company a “market perform” rating in a research report on Tuesday, July 7th. Rothschild & Co Redburn set a $500.00 price target on Moody’s in a research report on Thursday, June 18th. Jefferies Financial Group assumed coverage on shares of Moody’s in a research report on Friday, July 17th. They set a “buy” rating and a $610.00 price objective on the stock. Finally, Citigroup reaffirmed a “buy” rating on shares of Moody’s in a research note 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 assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $553.61.

Check Out Our Latest Stock Analysis on Moody’s

Moody’s Stock Performance

Shares of Moody’s stock opened at $483.33 on Wednesday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 2.01. The stock’s fifty day moving average is $470.30 and its two-hundred day moving average is $461.90. Moody’s Corporation has a 52 week low of $402.28 and a 52 week high of $546.88. The company has a market capitalization of $83.71 billion, a PE ratio of 30.65, a price-to-earnings-growth ratio of 2.39 and a beta of 1.33.

Moody’s (NYSE:MCO – Get Free Report) last issued 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 during the quarter, compared to analyst estimates of $2.09 billion. Moody’s had a net margin of 34.25% and a return on equity of 80.35%. The business’s revenue was up 15.1% on a year-over-year basis. During the same period in the previous year, the firm earned $3.56 earnings per share. Moody’s has set its FY 2026 guidance at 16.500-17.000 EPS. As a group, analysts expect that Moody’s Corporation will post 16.89 earnings per share for the current year.

Moody’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 14th will be paid a $1.03 dividend. This represents a $4.12 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, August 14th. Moody’s’s dividend payout ratio is currently 26.13%.

Insider Transactions at Moody’s

In related news, CEO Robert Fauber sold 1,467 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer 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 through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Richard G. Steele sold 158 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $453.67, for a total value of $71,679.86. Following the transaction, the senior vice president owned 1,985 shares in the company, valued at $900,534.95. The trade was a 7.37% 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 3,092 shares of company stock worth $1,447,682 over the last 90 days. Insiders own 0.14% of the company’s stock.

About Moody’s

(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.