Moody’s Corporation $MCO Shares Sold by Envestnet Portfolio Solutions Inc.

16 Oct 2025, 07:50 by Doug Wharley · The Cerbat Gem

Envestnet Portfolio Solutions Inc. cut its holdings in shares of Moody’s Corporation (NYSE:MCO – Free Report) by 5.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,836 shares of the business services provider’s stock after selling 423 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Moody’s were worth $3,429,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of MCO. ORG Partners LLC increased its holdings in shares of Moody’s by 50.0% in the second quarter. ORG Partners LLC now owns 66 shares of the business services provider’s stock valued at $33,000 after buying an additional 22 shares in the last quarter. McLean Asset Management Corp increased its holdings in shares of Moody’s by 3.1% in the second quarter. McLean Asset Management Corp now owns 762 shares of the business services provider’s stock valued at $379,000 after buying an additional 23 shares in the last quarter. Central Pacific Bank Trust Division increased its holdings in shares of Moody’s by 42.9% in the second quarter. Central Pacific Bank Trust Division now owns 80 shares of the business services provider’s stock valued at $40,000 after buying an additional 24 shares in the last quarter. Aaron Wealth Advisors LLC increased its holdings in shares of Moody’s by 2.1% in the first quarter. Aaron Wealth Advisors LLC now owns 1,205 shares of the business services provider’s stock valued at $561,000 after buying an additional 25 shares in the last quarter. Finally, Catalyst Financial Partners LLC raised its stake in Moody’s by 5.8% during the 1st quarter. Catalyst Financial Partners LLC now owns 477 shares of the business services provider’s stock valued at $222,000 after purchasing an additional 26 shares during the period. 92.11% of the stock is currently owned by institutional investors and hedge funds.

Moody’s Trading Down 0.6%

Shares of NYSE:MCO opened at $478.32 on Thursday. The stock has a market capitalization of $85.62 billion, a PE ratio of 40.64, a P/E/G ratio of 2.96 and a beta of 1.41. Moody’s Corporation has a 1 year low of $378.71 and a 1 year high of $531.93. The firm has a fifty day moving average price of $498.86 and a 200 day moving average price of $482.71. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.70.

Moody’s (NYSE:MCO – Get Free Report) last issued its quarterly earnings data on Wednesday, July 23rd. The business services provider reported $3.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.39 by $0.17. The firm had revenue of $1.90 billion during the quarter, compared to analysts’ expectations of $1.82 billion. Moody’s had a net margin of 29.18% and a return on equity of 60.73%. Moody’s’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same period in the prior year, the company posted $3.28 earnings per share. Moody’s has set its FY 2025 guidance at 13.500-14.000 EPS. Analysts expect that Moody’s Corporation will post 13.95 EPS for the current fiscal year.

Moody’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 5th. Investors of record on Friday, August 15th were issued a $0.94 dividend. The ex-dividend date was Friday, August 15th. This represents a $3.76 dividend on an annualized basis and a yield of 0.8%. Moody’s’s dividend payout ratio is currently 31.95%.

Insider Transactions at Moody’s

In related news, insider Michael L. West sold 3,704 shares of the company’s stock in a transaction on Tuesday, July 29th. The shares were sold at an average price of $511.10, for a total value of $1,893,114.40. Following the completion of the sale, the insider directly owned 8,209 shares in the company, valued at approximately $4,195,619.90. This represents a 31.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Robert Fauber sold 415 shares of the company’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $512.65, for a total transaction of $212,749.75. Following the sale, the chief executive officer owned 61,350 shares of the company’s stock, valued at $31,451,077.50. This trade represents a 0.67% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 9,008 shares of company stock valued at $4,603,224 in the last three months. 0.14% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

MCO has been the topic of several recent analyst reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Moody’s in a research note on Wednesday, October 8th. Oppenheimer boosted their target price on shares of Moody’s from $552.00 to $563.00 and gave the company an “outperform” rating in a research note on Thursday, July 24th. Deutsche Bank Aktiengesellschaft set a $528.00 target price on shares of Moody’s and gave the company a “buy” rating in a research note on Wednesday, October 1st. Robert W. Baird boosted their target price on shares of Moody’s from $525.00 to $552.00 and gave the company an “outperform” rating in a research note on Thursday, July 24th. Finally, Morgan Stanley set a $520.00 price target on shares of Moody’s in a report on Thursday, October 9th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Moody’s presently has a consensus rating of “Moderate Buy” and an average target price of $543.27.

View Our Latest Analysis on Moody’s

Moody’s Company Profile

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