Himalaya Capital Management LLC has opened a new $51.4M position in $MCO, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MCO.
$MCO Hedge Fund Activity
We have seen 629 institutional investors add shares of $MCO stock to their portfolio, and 713 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TCI FUND MANAGEMENT LTD added 1,025,548 shares (+7.7%) to their portfolio in Q1 2026, for an estimated $447,395,315
- BLACKROCK, INC. removed 901,973 shares (-6.4%) from their portfolio in Q1 2026, for an estimated $393,485,721
- EGERTON CAPITAL (UK) LLP added 772,261 shares (+99.9%) to their portfolio in Q1 2026, for an estimated $336,898,861
- GOLDMAN SACHS GROUP INC added 671,374 shares (+45.2%) to their portfolio in Q1 2026, for an estimated $292,886,907
- JANUS HENDERSON GROUP PLC removed 635,049 shares (-94.1%) from their portfolio in Q1 2026, for an estimated $277,040,126
- CITADEL ADVISORS LLC removed 586,662 shares (-66.5%) from their portfolio in Q4 2025, for an estimated $299,696,282
- JPMORGAN CHASE & CO removed 538,538 shares (-52.1%) from their portfolio in Q4 2025, for an estimated $275,112,137
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MCO Insider Trading Activity
$MCO insiders have traded $MCO stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 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 9 sales selling 10,181 shares for an estimated $4,815,983.
- MICHAEL L WEST (President, Moody's Investors) has made 0 purchases and 3 sales selling 7,577 shares for an estimated $3,590,640.
- RICHARD G STEELE (SVP - General Counsel) has made 0 purchases and 2 sales selling 533 shares for an estimated $244,955.
- JASON D PHILLIPS (Chief Acctg Off & Controller) sold 333 shares for an estimated $157,437
- NOEMIE CLEMENCE HEULAND (SVP & Chief Financial Officer) sold 100 shares for an estimated $46,587
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MCO Government Contracts
We have seen $21,177,491 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:
- CREDIT REPORT PULLS, OPERATIONS AND MAINTENANCE (O&M); DEVELOPMENT, MODERNIZATION, AND ENHANCEMENT (DME) SE...: $5,500,000
- CONTINUED MAINTENANCE AND LICENSING OF THE CREDITLENS SOFTWARE PER SOLICITATION 77344422Q0031.: $1,523,432
- MOODY'S ANALYTICS SUBSCRIPTION SERVICES: $1,119,548
- COMMERCIAL AND RESIDENTIAL MORTGAGE AND CLIMATE (CARMAC) DATA SUBSCRIPTION: $969,687
- ELECTRONIC INFO RETRIEVAL PLATFORM: $950,212
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$MCO Analyst Ratings
Wall Street analysts have issued reports on $MCO in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Daiwa Capital issued a "Outperform" rating on 01/13/2026
- Goldman Sachs issued a "Buy" rating on 12/16/2025
To track analyst ratings and price targets for $MCO, check out Quiver Quantitative's $MCO forecast page.
$MCO Price Targets
Multiple analysts have issued price targets for $MCO recently. We have seen 10 analysts offer price targets for $MCO in the last 6 months, with a median target of $545.0.
Here are some recent targets:
- Sean Kennedy from Mizuho set a target price of $521.0 on 04/28/2026
- Jason Haas from Wells Fargo set a target price of $590.0 on 04/23/2026
- Toni Kaplan from Morgan Stanley set a target price of $489.0 on 04/07/2026
- Manav Patnaik from Barclays set a target price of $550.0 on 02/23/2026
- Andrew Steinerman from JP Morgan set a target price of $560.0 on 02/19/2026
- Alex Kramm from UBS set a target price of $490.0 on 02/19/2026
- David Motemeden from Evercore ISI Group set a target price of $610.0 on 02/19/2026
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.
