Market Cap
$78.7B
MCO
MOODYS CORP /DE/
$440.53 ▼ -1.53%
Prev close $447.36Market cap$78.7B
ConsensusBuy
12-mo target$561.90 (+27.6%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)28 New Institutional Positions22 Institutional Exits Services
Snapshot
The big-picture read on MCO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$55.6B
Inst. Activity
28 buys / 22 sells
Insider Activity
$0.00 buy / $3.7M sell
Insider Net $
-$3.7M
Social Sentiment
67° Warm
SEC Reports
9
Price chart 30d -10.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: MCO — 0.8M shares, 39,843 trades
Week starting 2026-09-07. Total ATS volume: 792,736 shares across 39,843 trades.
Sep 4, 2026 Insider
Minaya Jose was granted 6.081 shares
Director
Sep 4, 2026 Insider
FORLENZA VINCENT A was granted 15.187 shares
Director
Sep 4, 2026 Insider
Aug 12, 2026 SEC VAN SAUN BRUCE was granted 7 shares
Director
Moody's Corporation filed an 8-K announcing the election of Keith Demmings, President and CEO of Assurant, to its Board
8-K — Impact 2/10
Moody's Q2 2026 delivered exceptional results with revenue of $2.185B (+15% YoY) and adjusted diluted EPS of $4.68 (+31%
8-K — Impact 7/10
Jefferies initiates MCO at Buy — PT $610 (+17.5%)
ANALYST-UPGRADE — Impact 3/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
2,372,048 shares ($1.1B)
Analyst ratings buy % +16.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
71% rate it Buy or better · 31 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 27, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 23, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 23, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 20, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 17, 2026 | Jefferies | INITIATE | Buy | 53% |
| Jul 10, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 7, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 7, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Apr 28, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Apr 23, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 13 | 9 | 0 | 0 | 71% | |
| Aug 1, 2026 | 9 | 13 | 9 | 0 | 0 | 71% | |
| Jul 1, 2026 | 8 | 13 | 9 | 0 | 0 | 70% | |
| Jun 1, 2026 | 8 | 13 | 9 | 0 | 0 | 70% | |
| May 1, 2026 | 8 | 13 | 9 | 0 | 0 | 70% | |
| Apr 1, 2026 | 8 | 14 | 8 | 0 | 0 | 73% | |
| Mar 1, 2026 | 8 | 13 | 9 | 0 | 0 | 70% | |
| Feb 1, 2026 | 7 | 11 | 11 | 0 | 0 | 62% |
Price targets
Where 21 covering analysts think MCO trades over the next 12 months.
$561.90 +27.6% upside Strong Buy
Current$440.41 Low$505.00 Median$570.00 High$610.00 21 analysts
$505.00$610.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Sharing my little progress with you.
▲ 1 · 💬 5· ⚡ 0.5
I'm sharing my little progress with you.
▲ 1 · 💬 9· ⚡ 0.5
Hey everybody, all of a sudden the war, the oil supply shock, and the inflation it caused matter
▲ 1 · 💬 1· ⚡ 0.5
10k to invest? What in?
▲ 1 · 💬 1· ⚡ 0.3
Considering $95/115 debit call spread on TRI or $470/500 spread on MCO
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 2 bearish, 0 mixed, 5 neutral · avg impact 3.9/10.
BULLISHANALYST-UPGRADE3/10
Jefferies initiates MCO at Buy — PT $610 (+17.5%)
Jul 17, 2026
NEUTRAL8-K2/10
Moody's Corporation filed an 8-K announcing the election of Keith Demmings, President and CEO of Ass
Aug 12, 2026
BULLISH8-K7/10
Moody's Q2 2026 delivered exceptional results with revenue of $2.185B (+15% YoY) and adjusted dilute
Jul 22, 2026
NEUTRALCLUSTER2/10
Moody's CEO Robert Fauber and General Counsel Richard Steele sold a combined $208K in open-market sa
Jul 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: MCO — 0.8M shares, 39,843 trades
Week starting 2026-09-07. Total ATS volume: 792,736 shares across 39,843 trades.
Sep 2, 2026
ftd
FTD: MCO — 32,753 shares ($16.2M) failed to deliver
Settlement: 20260902, Price: $494.71, FTD Value: $16,203,236.63, MOODY'S CORPORATION
Aug 31, 2026
dark_pool
Dark Pool: MCO — 1.2M shares, 50,840 trades
Week starting 2026-08-31. Total ATS volume: 1,171,342 shares across 50,840 trades.
Aug 24, 2026
dark_pool
Dark Pool: MCO — 0.9M shares, 42,192 trades
Week starting 2026-08-24. Total ATS volume: 922,322 shares across 42,192 trades.
Aug 20, 2026
ftd
FTD: MCO — 59,335 shares ($29.5M) failed to deliver
Settlement: 20260820, Price: $497.03, FTD Value: $29,491,275.05, MOODY'S CORPORATION
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.24 | $3.99–$4.37 | 8.2% | -0.1% | 1↑ 19↓ | $2.1B | 21 |
| Next Q | $3.65 | $3.35–$4.10 | 0.4% | -0.3% | 0↑ 19↓ | $2.0B | 21 |
| Current FY | $16.96 | $16.73–$17.40 | 13.5% | -0.1% | 1↑ 0↓ | $8.3B | 24 |
| Next FY | $18.93 | $17.78–$20.00 | 11.6% | +0.1% | 1↑ 0↓ | $8.9B | 24 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.242 | — |
| 7d ago | $4.243 | -0.001 |
| 30d ago | $4.248 | -0.006 |
| 60d ago | $4.252 | -0.009 |
| 90d ago | $4.373 | -0.130 |
Institutional ownership
Which big funds own MCO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $55.6B total value (122,826,221 shares) as of 2026-Q2. Top holders: BERKSHIRE, TCI, BlackRock,. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 24,669,778 | $11.2B | 20.1% | — |
| TCI Fund Management Ltd | 14,334,027 | $6.5B | 11.7% | — |
| BlackRock, Inc. | 12,461,878 | $5.6B | 10.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,757,973 | $4.4B | 7.9% | — |
| STATE STREET CORP | 7,111,386 | $3.2B | 5.8% | — |
| FMR LLC | 4,985,040 | $2.3B | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,006,816 | $1.8B | 3.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,733,380 | $1.7B | 3.0% | — |
| MORGAN STANLEY | 2,379,424 | $1.1B | 1.9% | — |
| NORGES BANK | 2,372,048 | $1.1B | 1.9% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,372,048 | — | $1.1B |
| PRINCIPAL FINANCIAL GROUP INC | ADD | 1,081,807 | 1,461,325 | +35.1% | $661.9M |
| APG Asset Management N.V. | TRIM | 684,104 | 428,004 | -37.4% | $169.6M |
| D. E. Shaw & Co., Inc. | ADD | 248,431 | 369,114 | +48.6% | $167.2M |
| UBS Group AG | TRIM | 588,848 | 330,302 | -43.9% | $149.6M |
| ROYAL LONDON ASSET MANAGEMENT LTD | DOUBLED | 85,249 | 319,889 | +275.2% | $144.9M |
| ALTAROCK PARTNERS LP | TRIM | 862,036 | 302,624 | -64.9% | $137.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 185,744 | 279,599 | +50.5% | $126.6M |
| WELLS FARGO & COMPANY/MN | ADD | 168,933 | 262,244 | +55.2% | $118.8M |
| CITIGROUP INC | ADD | 160,268 | 242,383 | +51.2% | $109.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 50 transactions. Net -$3.7M — $0.00 bought, $3.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Minaya Jose | Director | AWARD | 6.081 | — | — |
| Sep 4, 2026 | FORLENZA VINCENT A | Director | AWARD | 15.187 | — | — |
| Sep 4, 2026 | VAN SAUN BRUCE | Director | AWARD | 7 | — | — |
| Sep 4, 2026 | Esperdy Therese | Director | AWARD | 10.931 | — | — |
| Sep 4, 2026 | Bermudez Jorge A. | Director | AWARD | 16 | — | — |
| Sep 4, 2026 | Bermudez Jorge A. | Director | AWARD | 1.3 | — | — |
| Sep 4, 2026 | Seidman Leslie | Director | AWARD | 14 | — | — |
| Sep 4, 2026 | Seidman Leslie | Director | AWARD | 2.118 | — | — |
| Sep 4, 2026 | Sawicki Lisa P | Director | AWARD | 1.106 | — | — |
| Sep 4, 2026 | Minaya Jose | Director | AWARD | 3.454 | $493.55 | $1.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MCO.
Shares short
2,830,137
Settlement Sep 15, 2026
Change vs prior
+11.5%
Semi-monthly cycle
Days to cover
4.3
At avg daily volume
Of shares outstanding
≈1.6%
Estimate — not % of float
All MCO filing & press-release reports (9)
- Jefferies initiates MCO at Buy — PT $610 (+17.5%)Jul 17, 2026
- 8-K reportAug 12, 2026
- 8-K reportJul 22, 2026
- CLUSTER reportJul 3, 2026
- CLUSTER reportJun 2, 2026
- 8-K reportApr 22, 2026
- 8-K reportApr 15, 2026
- CLUSTER reportApr 3, 2026
- CLUSTER reportMar 5, 2026