MOODYS CORP /DE/
Himalaya Capital, an outside manager associated with Charlie Munger, cut its Bank of America position by about 71% and redeployed into Moody’s (~$51.4m), S&P Global (~$51.7m), and MSCI. The article cites Q2 2026 EPS and earnings impacts for BAC, and revenue and margin figures for Moody’s and S&P’s Ratings segments, plus MSCI index/ETF asset growth.
Moody’s (MCO) reported higher year-over-year sales and net income for its 2026 first half and prior Q2 results, and completed a multi-year share repurchase of 18,702,406 shares for $7,560.11 million. It also filed a $75 million common stock shelf registration for its ESOP, balancing employee ownership and capital returns.
Fauber Robert (President and CEO) sold 1,467 shares of MOODYS CORP /DE/ (MCO) at $484.30 ($0.71M total) across 2 trades on 2026-08-03 under a Rule 10b5-1 trading plan.
Over the past 7 days, alphai's AI scored 2 news stories mentioning MCO (MOODYS CORP /DE/). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent MCO coverage spans earnings, financial news and insider activity.
In the last 30 days, MCO insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($710K). The most active reporter was Fauber Robert, President and CEO, with 2 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
The article presents MCO as the beneficiary of a rotation into credit-risk tollbooth economics with durable margins.
The article frames Moody's as strengthening EPS via buybacks while adding ESOP-related equity capacity, but it provides no new guidance or valuation datapoint beyond the reported results and filings.
This is a routine insider sale disclosure, not a fundamental company update, but it can slightly affect near-term sentiment.
Earnings-season setup for Moody’s with a segment-level demand read-through from debt issuance.
Guidance and margin/cash-flow strength support a constructive near-term bias, but mix dilution and insurance cloud migration execution risk temper the upside.
alphai scores every news story that mentions MCO with an AI model for sentiment and relevance, and aggregates insider trades from MOODYS CORP /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Himalaya Capital, an outside manager associated with Charlie Munger, cut its Bank of America position by about 71% and redeployed into Moody’s (~$51.4m), S&P Global (~$51.7m), and MSCI. The article cites Q2 2026 EPS and earnings impacts for BAC, and revenue and margin figures for Moody’s and S&P’s Ratings segments, plus MSCI index/ETF asset growth.
7 min readMoody’s (MCO) reported higher year-over-year sales and net income for its 2026 first half and prior Q2 results, and completed a multi-year share repurchase of 18,702,406 shares for $7,560.11 million. It also filed a $75 million common stock shelf registration for its ESOP, balancing employee ownership and capital returns.
6 min readFauber Robert (President and CEO) sold 1,467 shares of MOODYS CORP /DE/ (MCO) at $484.30 ($0.71M total) across 2 trades on 2026-08-03 under a Rule 10b5-1 trading plan.
1 min readInvesting.com reports Wolfe Research expects business and information services stocks to fare well in Q2 earnings, citing improving fundamentals and less AI-related concern. Wolfe’s top picks are MSCI (Outperform, $710 target), S&P Global (Outperform, $515), and Moody’s (Outperform, $550). MSCI posted Q2 adjusted EPS $4.94 on $867M revenue; Moody’s EPS $4.68 on $2.19B revenue.
3 min readMoody’s (MCO) held its Q2 earnings call. Management reported revenue up 15% YoY, adjusted operating income up 25%, adjusted diluted EPS up 31% to $4.68, and raised the full-year EPS midpoint to $16.75. Ratings issuance topped $2T, MIS margin ~68.3%, and Analytics ARR ~ $3.7B. Free cash flow rose to $688M and buybacks up to $3.0B.
6 min readSimply Wall St reports Moody’s (MCO) Q2 2026 results: revenue of $2.2B and basic EPS of $5.04. Trailing 12-month revenue is $8.2B with EPS of $15.80, up 31.1% YoY, and net profit margin at 34.3% vs 29.2% a year earlier. It cites P/E 30.6x and DCF fair value $499.62 vs $489.70.
7 min readMorgan Stanley reiterated a Hold rating on Moody’s (MCO) and increased its price target to $512, according to the firm. The update centers on the broker’s view of Moody’s outlook and valuation, which may influence investor expectations for the stock.
1 min readMoody’s Corporation (MCO) reported Q2 adjusted EPS of $4.68, above $4.24 consensus, and sales of $2.185B, up 15% year over year. Operating income rose to $1.05B and operating margin to 47.9%. Moody’s raised Q2 buyback guidance to $3.0B and declared a $1.03 quarterly dividend. It lifted FY26 adjusted EPS to $16.50-$17.
5 min readMoody’s Ratings (NYSE:MCO) upgraded Argentina’s sovereign credit rating to B3 from Caa1 with a positive outlook, citing lower default risk and more durable macro stabilization. The move follows Fitch’s B1 upgrade in May and S&P’s in June. Argentina’s bond spread is near 400 bps, and further upgrades depend on external-finance improvements.
3 min readMoody’s reported second-quarter profit of $878 million, or $5.03 per share, up from $578 million, or $3.21 per share a year earlier, driven by stronger bond issuance. Revenue from its investor services rose 25% to $1.26 billion, with rated issuance volume up 33%. Moody’s raised the lower end of its 2026 profit forecast to $16.50.
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