YACKTMAN ASSET MANAGEMENT LP has added 4,755 shares of $MCO to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MCO.
MOODY'S Hedge Fund Activity
We have seen 635 institutional investors add shares of MOODY'S stock to their portfolio, and 561 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 1,278,818 shares (+9.0%) to their portfolio in Q1 2025, for an estimated $595,532,754
- GAMMA INVESTING LLC removed 800,410 shares (-99.7%) from their portfolio in Q2 2025, for an estimated $401,477,651
- AKRE CAPITAL MANAGEMENT LLC removed 643,469 shares (-20.9%) from their portfolio in Q1 2025, for an estimated $299,657,078
- PROFICIO CAPITAL PARTNERS LLC removed 611,561 shares (-99.8%) from their portfolio in Q1 2025, for an estimated $284,797,842
- CITADEL ADVISORS LLC removed 549,424 shares (-89.5%) from their portfolio in Q1 2025, for an estimated $255,861,262
- FIERA CAPITAL CORP removed 498,328 shares (-16.4%) from their portfolio in Q1 2025, for an estimated $232,066,366
- FMR LLC added 384,471 shares (+6.3%) to their portfolio in Q1 2025, for an estimated $179,044,299
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MOODY'S Insider Trading Activity
MOODY'S insiders have traded $MCO stock on the open market 23 times in the past 6 months. Of those trades, 0 have been purchases and 23 have been sales.
Here’s a breakdown of recent trading of $MCO stock by insiders over the last 6 months:
- ROBERT FAUBER (President and CEO) has made 0 purchases and 12 sales selling 4,297 shares for an estimated $2,055,601.
- MICHAEL L WEST (President, Moody's Investors) has made 0 purchases and 4 sales selling 3,704 shares for an estimated $1,893,318.
- STEPHEN T TULENKO (President, Moody's Analytics) has made 0 purchases and 3 sales selling 2,420 shares for an estimated $1,239,639.
- RICHARD G STEELE (SVP - General Counsel) has made 0 purchases and 2 sales selling 1,457 shares for an estimated $741,360.
- NOEMIE CLEMENCE HEULAND (SVP & Chief Financial Officer) has made 0 purchases and 2 sales selling 897 shares for an estimated $456,108.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MOODY'S Government Contracts
We have seen $17,598,951 of award payments to $MCO over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- CORPORATE REGISTRY DATA SUPPORT SERVICES: $5,394,375
- SUBSCRIPTION FOR DATA SERVICES FROM BUREAU VAN DIJK (BVD) TO SUPPORT ISSUE IDENTIFICATION, CASE SELECTION, ...: $2,211,825
- MOODY'S ANALYTICS SUBSCRIPTION SERVICES: $1,082,113
- COMMERCIAL AND RESIDENTIAL MORTGAGE AND CLIMATE (CARMAC) DATA SUBSCRIPTION: $926,730
- ELECTRONIC INFO RETRIEVAL PLATFORM: $909,294
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
MOODY'S Congressional Stock Trading
Members of Congress have traded $MCO stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MCO stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
MOODY'S Analyst Ratings
Wall Street analysts have issued reports on $MCO in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 07/24/2025
- Wells Fargo issued a "Overweight" rating on 07/24/2025
- Baird issued a "Outperform" rating on 07/24/2025
- Barclays issued a "Overweight" rating on 07/24/2025
- Oppenheimer issued a "Outperform" rating on 07/24/2025
- RBC Capital issued a "Outperform" rating on 06/04/2025
To track analyst ratings and price targets for MOODY'S, check out Quiver Quantitative's $MCO forecast page.
MOODY'S Price Targets
Multiple analysts have issued price targets for $MCO recently. We have seen 11 analysts offer price targets for $MCO in the last 6 months, with a median target of $550.0.
Here are some recent targets:
- Sean Kennedy from Mizuho set a target price of $532.0 on 07/25/2025
- Owen Lau from Oppenheimer set a target price of $563.0 on 07/24/2025
- Jeffrey Meuler from Baird set a target price of $552.0 on 07/24/2025
- Manav Patnaik from Barclays set a target price of $580.0 on 07/24/2025
- Andrew Steinerman from JP Morgan set a target price of $570.0 on 07/24/2025
- Jeffrey Silber from BMO Capital set a target price of $534.0 on 07/24/2025
- Jason Haas from Wells Fargo set a target price of $595.0 on 07/24/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $MCO ticker page for more data.
