Spire Wealth Management Decreases Holdings in Moody’s Corporation (NYSE:MCO)

27 Jun 2025, 04:28 by Renee Jackson · The Cerbat Gem

Spire Wealth Management trimmed its holdings in shares of Moody’s Corporation (NYSE:MCO – Free Report) by 5.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,935 shares of the business services provider’s stock after selling 283 shares during the period. Spire Wealth Management’s holdings in Moody’s were worth $2,298,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Wolff Wiese Magana LLC lifted its holdings in Moody’s by 1,000.0% during the 1st quarter. Wolff Wiese Magana LLC now owns 55 shares of the business services provider’s stock worth $26,000 after buying an additional 50 shares during the last quarter. OFI Invest Asset Management purchased a new stake in Moody’s during the 4th quarter worth about $41,000. Larson Financial Group LLC lifted its holdings in Moody’s by 80.6% during the 4th quarter. Larson Financial Group LLC now owns 121 shares of the business services provider’s stock worth $57,000 after buying an additional 54 shares during the last quarter. Mizuho Bank Ltd. purchased a new stake in Moody’s during the 4th quarter worth about $66,000. Finally, Vision Financial Markets LLC purchased a new stake in Moody’s during the 4th quarter worth about $67,000. 92.11% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on MCO shares. Stifel Nicolaus cut their target price on Moody’s from $533.00 to $468.00 and set a “hold” rating on the stock in a research report on Wednesday, April 23rd. Bank of America started coverage on Moody’s in a research report on Thursday, April 10th. They set a “buy” rating and a $530.00 target price on the stock. Barclays cut their target price on Moody’s from $570.00 to $520.00 and set an “overweight” rating on the stock in a research report on Friday, April 4th. Royal Bank Of Canada reiterated an “outperform” rating and set a $550.00 target price on shares of Moody’s in a research report on Wednesday, June 4th. Finally, Wells Fargo & Company cut their target price on Moody’s from $610.00 to $572.00 and set an “overweight” rating on the stock in a research report on Thursday, April 17th. One analyst has rated the stock with a sell rating, seven have assigned a hold rating and ten have given a buy rating to the stock. Based on data from MarketBeat, Moody’s has a consensus rating of “Moderate Buy” and an average target price of $519.40.

Check Out Our Latest Stock Report on Moody’s

Moody’s Stock Performance

Shares of MCO stock opened at $482.71 on Friday. The stock has a market capitalization of $86.84 billion, a PE ratio of 41.68, a price-to-earnings-growth ratio of 2.76 and a beta of 1.39. Moody’s Corporation has a 52-week low of $378.71 and a 52-week high of $531.93. The stock’s 50-day moving average price is $470.22 and its 200 day moving average price is $472.25. The company has a quick ratio of 1.56, a current ratio of 1.57 and a debt-to-equity ratio of 1.77.

Moody’s (NYSE:MCO – Get Free Report) last announced its quarterly earnings data on Tuesday, April 22nd. The business services provider reported $3.83 earnings per share for the quarter, beating analysts’ consensus estimates of $3.58 by $0.25. Moody’s had a return on equity of 60.37% and a net margin of 29.15%. The company had revenue of $1.92 billion for the quarter, compared to analyst estimates of $1.90 billion. As a group, equities research analysts forecast that Moody’s Corporation will post 13.95 EPS for the current year.

Moody’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 6th. Shareholders of record on Friday, May 16th were issued a $0.94 dividend. This represents a $3.76 dividend on an annualized basis and a yield of 0.78%. The ex-dividend date was Friday, May 16th. Moody’s’s dividend payout ratio is presently 32.47%.

Insider Buying and Selling at Moody’s

In other Moody’s news, CEO Robert Fauber sold 415 shares of Moody’s stock in a transaction that occurred on Tuesday, April 15th. The stock was sold at an average price of $437.80, for a total value of $181,687.00. Following the sale, the chief executive officer now owns 62,690 shares of the company’s stock, valued at approximately $27,445,682. The trade was a 0.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.14% of the stock is owned by corporate insiders.

Moody’s Company Profile

(Free Report)