Moody’s Corporation $MCO Shares Purchased by Tema Etfs LLC

12 Jan 2026, 07:36 by Teresa Graham · The Cerbat Gem

Tema Etfs LLC raised its holdings in shares of Moody’s Corporation (NYSE:MCO – Free Report) by 75.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,771 shares of the business services provider’s stock after purchasing an additional 2,904 shares during the period. Tema Etfs LLC’s holdings in Moody’s were worth $3,226,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Forum Financial Management LP grew its position in shares of Moody’s by 21.1% during the 3rd quarter. Forum Financial Management LP now owns 810 shares of the business services provider’s stock valued at $386,000 after buying an additional 141 shares during the last quarter. Cross Staff Investments Inc lifted its holdings in Moody’s by 4.3% in the third quarter. Cross Staff Investments Inc now owns 1,212 shares of the business services provider’s stock worth $577,000 after acquiring an additional 50 shares during the last quarter. MASTERINVEST Kapitalanlage GmbH boosted its stake in Moody’s by 32.1% in the third quarter. MASTERINVEST Kapitalanlage GmbH now owns 2,628 shares of the business services provider’s stock valued at $1,252,000 after acquiring an additional 639 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in shares of Moody’s by 0.7% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 20,358 shares of the business services provider’s stock valued at $9,700,000 after purchasing an additional 151 shares during the last quarter. Finally, Oregon Public Employees Retirement Fund grew its holdings in shares of Moody’s by 32.1% during the third quarter. Oregon Public Employees Retirement Fund now owns 17,658 shares of the business services provider’s stock valued at $8,414,000 after purchasing an additional 4,289 shares during the last quarter. 92.11% of the stock is currently owned by institutional investors.

Insider Activity at Moody’s

In related news, CEO Robert Fauber sold 1,167 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $478.95, for a total transaction of $558,934.65. Following the sale, the chief executive officer owned 61,082 shares of the company’s stock, valued at $29,255,223.90. The trade was a 1.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders have sold a total of 2,154 shares of company stock worth $1,041,098 in the last quarter. 0.14% of the stock is owned by company insiders.

Moody’s Stock Up 0.1%

Shares of Moody’s stock opened at $531.51 on Monday. The company has a debt-to-equity ratio of 1.70, a current ratio of 1.84 and a quick ratio of 1.84. Moody’s Corporation has a 1-year low of $378.71 and a 1-year high of $540.00. The business’s fifty day moving average price is $496.18 and its two-hundred day moving average price is $497.47. The company has a market capitalization of $94.82 billion, a P/E ratio of 42.73, a PEG ratio of 2.47 and a beta of 1.45.

Moody’s (NYSE:MCO – Get Free Report) last issued its quarterly earnings results on Wednesday, October 22nd. The business services provider reported $3.92 EPS for the quarter, beating analysts’ consensus estimates of $3.70 by $0.22. Moody’s had a return on equity of 63.58% and a net margin of 29.92%.The company had revenue of $2.01 billion for the quarter, compared to analyst estimates of $1.92 billion. During the same period last year, the company earned $3.21 earnings per share. The company’s quarterly revenue was up 10.7% compared to the same quarter last year. Moody’s has set its FY 2025 guidance at 14.500-14.750 EPS. As a group, research analysts forecast that Moody’s Corporation will post 13.95 EPS for the current year.

Moody’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 12th. Stockholders of record on Friday, November 21st were issued a $0.94 dividend. The ex-dividend date was Friday, November 21st. This represents a $3.76 annualized dividend and a dividend yield of 0.7%. Moody’s’s dividend payout ratio (DPR) is 30.23%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. JPMorgan Chase & Co. cut their price target on Moody’s from $580.00 to $560.00 and set an “overweight” rating on the stock in a report on Thursday, October 23rd. Seaport Res Ptn raised Moody’s to a “strong-buy” rating in a research report on Wednesday, October 1st. Weiss Ratings reiterated a “buy (b)” rating on shares of Moody’s in a research note on Friday, October 31st. Evercore ISI upped their price target on shares of Moody’s from $540.00 to $620.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, Raymond James Financial raised shares of Moody’s from an “underperform” rating to a “market perform” rating in a report on Friday, October 17th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, Moody’s presently has a consensus rating of “Moderate Buy” and an average price target of $555.93.

Read Our Latest Stock Analysis on Moody’s

Moody’s Profile

(Free Report)

Moody’s Corporation is a global provider of credit ratings, research, data and analytics that support financial decision-making and transparency in capital markets. The company traces its origins to the early 20th century when financial analyst John Moody began publishing credit information; today Moody’s is headquartered in New York and serves a broad set of market participants including investors, issuers, financial institutions, corporations, governments and regulators.