US · Financials
Moody's Corporation (MCO) stock research: earnings, ownership, and cash flow
Moody's Corporation operates in the Financial Exchanges & Data industry within the Financials sector and is a constituent of the S&P 500. This page connects filing evidence with ownership, insider activity, forecasts, ETFs, and peer context so each dataset can be checked against the others.
Deterministic, source-linked commentary
The current research read on MCO
The newest reported numbers give MCO a clearer starting point. 10-Q covers CY2026Q1. quarterly revenue was $2.1B; year-over-year growth was 8.1%; operating margin was 44.3%; trailing free cash flow was $2.9B. Read together, these figures test whether scale is translating into profit and cash. Verify periods and company footnotes in the original SEC EDGAR filing.
MCO's tracked holder list shows where reported conviction is concentrated. 2 tracked managers reported $10.8B of aggregate value. Coatue Management recorded the largest measured share-count move at -100.0%. The sample is small, so it is more useful for identifying named holders than measuring broad ownership. 13F positions arrive after quarter end and exclude many shorts, cash balances, and derivatives; inspect the full holder record before drawing a conclusion.
Moody's Corporation is easier to assess when each disclosure is read on its own clock. Use institutional ownership, insider filings alongside the filing. Company facts can update before 13F positions, so align every source date and report period before treating a difference as a change in fundamentals.
Business model
Company snapshot
Moody's Corporation operates in the Financial Exchanges & Data industry within the Financials sector and is a constituent of the S&P 500. The latest standardized snapshot records $7.91B of trailing revenue, $2.51B of net income, and $2.89B of free cash flow. These figures describe the reported company, while valuation and price require a separate market-data timestamp.
Operating lines
A named product, service, or operating exposure identified in the company description.
A named product, service, or operating exposure identified in the company description.
Geographic revenue mix
The current standardized filing dataset does not extract a comparable geographic revenue table for every issuer. Review the latest 10-K segment note for domestic and international mix, concentration, foreign-exchange sensitivity, and country-specific regulation.
10-Q · 2026-04-23
What the latest filing shows
Revenue for the latest standardized quarter was $2.08B, while diluted EPS was 3.73. Revenue changed 8.1% from the comparable period. Gross margin was 74.5% and operating margin was 44.3%. Margin direction matters because it shows whether growth is translating into operating leverage or requiring more cost to support.
Open original SEC filing13F-HR
13F institutional holdings
1 tracked institutional managers currently report MCO, representing $10.76B of aggregate value. The top five account for 100% of tracked value. This concentration is calculated only within SnowballHare's manager universe, not across every institutional owner.
Top institutional holders
| Holder | Shares | Value | Portfolio weight | QoQ |
|---|---|---|---|---|
| Berkshire Hathaway | 24,669,778 | $10.76B | 4.09% | 0.0% |
| Coatue Management | 0 | $0 | 0.00% | -100.0% |
Capital and holders
Ownership structure
- Tracked 13F value: $10.76B
- Tracked active holders: 1
- Top-five concentration: 100%
- Shares outstanding: 174,700,000
Tracked 13F value is not the same as institutional ownership of float because the manager universe is intentionally limited. Insider ownership also requires the latest proxy statement and is not inferred from short Form 4 windows. This section therefore separates observed data from estimates instead of presenting false precision.
CY2026Q1
Earnings analysis
| Period | Revenue | Net income | EPS | Operating margin |
|---|---|---|---|---|
| CY2026Q1 | $2.08B | $661M | 3.73 | 44.3% |
| TTM | $7.91B | $2.51B | 14 | 44.3% |
| CY2025 | $7.72B | $2.46B | See filing | 43.4% |
The standardized data shows revenue growth of 8.1%, an operating margin of 44.3%, and a net margin of 31.7%. Without a dedicated earnings article, the original filing remains the primary source for management guidance and expectation comparisons.
Financials
Peer comparison
| Company | TTM revenue | Revenue growth | Operating margin | Tracked holders |
|---|---|---|---|---|
| MCOMoody's Corporation | $7.91B | 8.1% | 44.3% | 2 |
| COFCapital One | $8.03B | 61.9% | N/A | 3 |
| NDAQNasdaq, Inc. | $8.28B | 2.2% | 28.5% | 0 |
| TROWT. Rowe Price | $7.24B | 5.3% | 33.1% | 0 |
| GPNGlobal Payments | $8.75B | 23.1% | 17.8% | 0 |
| BENFranklin Resources | $8.8B | 8.7% | 10.3% | 0 |
| WTWWillis Towers Watson | $9B | 8.4% | 18.5% | 0 |
MCO's 8.1% revenue growth and 44.3% operating margin should be read against peers using the same reporting definitions. A higher margin may reflect pricing power or business mix, while a lower margin can reflect investment, cyclicality, or weaker economics.
10-K · 2026-02-18
Key risk factors disclosed in the latest 10-K
The categories below are a deterministic research checklist anchored to Moody's Corporation's industry and latest annual filing. They summarize areas investors should locate in Item 1A; they do not replace the company's exact legal disclosure.
- Demand and product-cycle risk: Financial Exchanges & Data can experience changing customer demand, replacement cycles, and competitive product launches that affect revenue timing.
- Competition and execution: Market share depends on product quality, pricing, distribution, innovation, and management's ability to convert investment into durable customer demand.
- Supply chain and counterparties: Supplier concentration, logistics disruption, component availability, and customer concentration can affect delivery schedules, costs, and working capital.
- Regulation and litigation: Antitrust, privacy, securities, labor, tax, environmental, and industry-specific rules may change costs or restrict products and business practices.
- Financial and market risk: Foreign exchange, interest rates, credit conditions, investment values, and capital-allocation decisions can affect reported earnings and valuation.
Shareholder returns
Dividend and buyback history
Dividend
Moody's Corporation reported $730M of dividends paid over the trailing period and $185M in the latest standardized quarter. These are company cash outflows, not a per-share forward yield.
Share buybacks
The standardized snapshot does not currently expose a reliable repurchase authorization and share-count bridge for every issuer. Compare diluted shares outstanding across filings and read the capital-return note before concluding that buybacks reduced the share base.
Research workflow
Common research questions about MCO
Who is the largest tracked institutional holder of MCO?
Berkshire Hathaway is the largest active holder in SnowballHare's current sample, with $10.8B reported. See every named manager on the MCO ownership page.
What does recent insider activity show for MCO?
No recent Form 4 transaction appears in the current MCO window. Check the MCO Form 4 history for later company-officer or director filings.
What business does Moody's Corporation operate?
Moody's Corporation operates in the Financial Exchanges & Data industry within the Financials sector and is a constituent of the S&P 500. The MCO company snapshot connects that business description with reported revenue, profit, and cash flow.
How does MCO compare with a close operating peer?
MCO's revenue growth is 8.1% and its operating margin is 44.3%. Compare those figures with COF research using the same definitions.
What do the latest financials say about MCO?
10-Q reports $7.9B of trailing revenue, with revenue growth of 8.1% and an operating margin of 44.3%. The supporting period and source are listed in the MCO filing section.
How strong is MCO's cash return profile?
Moody's Corporation reported $730.0M of trailing dividends paid alongside $2.9B of free cash flow. The MCO capital-return section separates company cash outflows from a forward per-share yield.
Which reported changes matter most for the MCO outlook?
Without a dedicated forecast, the key MCO evidence is the direction of revenue, margin, cash flow, and company guidance. The MCO earnings section keeps those reported changes together.
Primary and reference data
Sources and methodology
- Filings: SEC EDGAR CompanyFacts, 10-K, 10-Q, 8-K, Form 4, 13F-HR.
- Fundamentals: SEC EDGAR CompanyFacts; market references may use yfinance and Finnhub where explicitly available.
- ETF: Issuer disclosures and the locally dated ETF holdings snapshot.
Methodology: How SnowballHare parses and validates data.
Editorial standards: How research is published.
Disclaimer: Informational only; not investment, legal, or tax advice. Cross-check material facts against original filings before acting.
Reference notes
Data notes
Reporting dates
Use filing dates, report periods, and source links together for MCO. A company filing, a 13F disclosure, a Form 4 transaction, and an earnings release can describe different time windows, so the date beside each row matters before comparing signals.
Ownership context
13F rows are delayed public long-equity snapshots from a selected manager universe. They are useful for seeing which tracked institutions reported exposure, but they do not show every hedge, short position, cash balance, or trade made after the quarter ended.
Insider transactions
Form 4 activity should be read by transaction type, role, value, and remaining ownership. Open-market purchases and sales are different from grants, option exercises, gifts, or tax withholding, and the original SEC filing is still the controlling document.
Earnings and forecasts
Earnings pages and forecast pages are linked when a supported article exists. Treat those pages as context for reported numbers, guidance, margins, and scenario assumptions, then return to the table data when you need the underlying source date or filing trail.