Bank of New York Mellon Corp Acquires New Position in Moody's Corporation $MCO
Bank of New York Mellon Corp has acquired a new position in Moody's Corporation, purchasing over 2 million shares valued at approximately $914.7 million. Several other institutional investors also adjusted their holdings in Moody's, while company insiders made significant stock sales. Moody's recently reported strong earnings and revenue, increased its dividend, and received various analyst ratings, with a consensus of "Moderate Buy."
Moody’s upgrades VF Corp. outlook on debt reduction progress By Investing.com
Moody's Ratings has upgraded VF Corporation's outlook from negative to stable, while affirming its Ba2 corporate family rating, citing the company's operational improvements and significant debt reduction. VF Corp. repaid approximately $583 million in fiscal 2026 and is expected to further reduce debt, improving its credit metrics. The rating is supported by its strong position in global apparel and footwear, particularly through brands like The North Face and Timberland, despite ongoing challenges with Vans sales.
Moody’s upgrades VF Corp. outlook on debt reduction progress
Moody’s Ratings upgraded VF Corporation's outlook to stable from negative, affirming its Ba2 corporate family rating and Ba2-PD probability of default rating. This upgrade reflects VF Corp.'s progress in operational improvements and debt reduction, with the company repaying approximately $583 million in fiscal 2026. Moody's anticipates further debt reduction and improved credit metrics in the coming year, with a potential for future upgrades if sales and profit growth are consistent across major business segments.
Moody’s affirms Polaris stock rating, shifts outlook to stable
Moody’s Ratings affirmed Polaris Inc.'s Baa3 long-term issuer rating and senior unsecured rating, changing the outlook from negative to stable. This shift is attributed to expected sales recovery in 2026-2027 and lower dealer inventory levels, projecting a decline in leverage to 2.5x by late 2027. Despite anticipated improvements in credit metrics and profitability, the EBIT margin is expected to remain weak for the current rating.
Moody’s upgrades Centerpoint Energy Resources rating on stronger parent credit
Moody's Ratings has upgraded Centerpoint Energy Resources Corp.'s senior unsecured rating to A2 from A3 and affirmed its short-term commercial paper rating at Prime-2. This upgrade reflects an improvement in CenterPoint Energy Inc.'s (CNP) financial profile, with cash flow from operations to debt exceeding 13% for the first time since Hurricane Beryl in July 2024. The outlook for CenterPoint Energy and CenterPoint Energy Houston Electric, LLC was changed from negative to stable, with all other ratings affirmed.
XPO upgraded by S&P, just one notch below investment-grade
S&P Global Ratings has upgraded LTL carrier XPO's debt rating to BB+ from BB, placing it just one notch below investment grade. This upgrade is largely attributed to the strengthening freight market fundamentals and XPO's improved financial metrics, particularly its Funds from Operations (FFO) to debt ratio. The rating agency also noted XPO's decision to insource more of its linehaul and improved operational efficiencies.
Flossbach Von Storch SE Makes New Investment in Moody's Corporation $MCO
Flossbach Von Storch SE recently acquired a new position in Moody's Corporation (NYSE:MCO), purchasing 24,240 shares valued at approximately $10.98 million. This move is part of broader institutional investment activity, with other hedge funds also adjusting their stakes in Moody's. Analysts have issued "Buy" or "Overweight" ratings for Moody's, with a consensus price target of $553.61, while some insiders have sold shares of the company.
TKO Group Holdings CFO Andrew Schleimer sells $1.93m in stock
TKO Group Holdings CFO Andrew Schleimer sold 9,942 shares of Class A common stock for $1.93 million on August 18, 2026, to cover tax obligations from vested equity awards. Prior to this, he acquired 17,753 shares through the conversion of restricted stock units. Despite the sale, TKO is considered undervalued by InvestingPro, with a "GREAT" financial health score, and Moody's recently upgraded TKO Worldwide Holdings' corporate family rating.
Moodys Stock In A Higher Yield World Where Bond Demand Matters More
The article discusses how higher long-term U.S. Treasury yields are bringing renewed attention to income and bond-related products, prompting a shift in investment focus. It highlights three large U.S. asset managers and ETF issuers—MarketAxess Holdings (MKTX), Moody's (MCO), and Houlihan Lokey (HLI)—that are positioned to benefit from this trend. Each company offers a unique exposure to the bond market, credit analysis, or deal-making and restructuring activities influenced by higher interest rates.
Top Research Reports for NVIDIA, Applied Materials & ConocoPhillips
Zacks Research Daily has released new research reports on 16 major stocks, including NVIDIA Corp., Applied Materials, Inc., and ConocoPhillips. NVIDIA benefits from strong AI demand and a robust product roadmap, while Applied Materials is capitalizing on AI-driven investment in semiconductor manufacturing. ConocoPhillips offers a balanced long-term profile with low-cost assets and LNG exposure, though it faces risks from commodity price swings and geopolitical uncertainty.
Moody's Corp. stock outperforms competitors on strong trading day
Shares of Moody's Corp. (MCO) rose 2.31% to $497.03 on Wednesday, outperforming the broader market. This gain marked the stock's second consecutive day of increases, contributing to a strong trading session where the S&P 500 Index and Dow Jones Industrial Average also saw gains.
Casualty insurance is moving towards property-level analytical maturity: Moody’s
Moody's has observed that casualty insurance is progressing towards a level of analytical maturity comparable to property catastrophe insurance in the mid-1990s, despite presenting different analytical challenges. The company emphasizes the importance of improving visibility in casualty analytics by using forward-looking data and litigation intelligence to identify and quantify liability risks, much like catastrophe modeling became embedded in property underwriting after major events. Moody's believes this approach will help the casualty market develop a more consistent framework for managing liability risk, moving it closer to the analytical maturity seen in property catastrophe insurance.
EBID secures major credit rating upgrade from Moody’s, affirming steady climb to investment grade and growing relevance in West Africa
The ECOWAS Bank for Investment and Development (EBID) has received a significant credit rating upgrade from Moody's, moving from B2 to B1 with a stable outlook. This upgrade highlights EBID's strengthened financial position, sound solvency, and moderate capitalization, signaling its credible trajectory towards investment grade. The African Development Bank's recent entry as an institutional shareholder further supports EBID's capital base and governance, reinforcing its role as a key development finance institution in West Africa.
Moody’s affirms Nvidia stock Aa1 rating on Ohio data center deal
Moody's has affirmed NVIDIA Corporation's Aa1 senior unsecured rating and Prime-1 short-term commercial paper program rating with a positive outlook. This decision follows NVIDIA's commitment to provide residual value guaranties for a large AI data center campus in Pike County, Ohio, backing lease and power payment obligations for up to 8.05 gigawatts of IT power. The guarantees, capped at $105 billion for the initial commitment, will support the AI campus utilizing NVIDIA's DSX AI factory platform and are expected to peak in 2031, with Moody's projecting significant revenue growth and free cash flow for NVIDIA in fiscal years 2027 and 2028.
Moody's Corp. stock underperforms Tuesday when compared to competitors despite daily gains
Moody's Corp. (MCO) shares advanced 1.81% on Tuesday, closing at $485.79, despite an overall poor trading session for the broader stock market. The S&P 500 Index and Dow Jones Industrial Average both experienced declines. This rise for Moody's Corp. snapped a two-day losing streak, though it still underperformed compared to its competitors.
Moody’s affirms Darling Ingredients rating, revises outlook
Moody's Ratings has affirmed Darling Ingredients Inc.'s Ba1 Corporate Family Rating and revised its outlook from negative to stable. This improvement is attributed to increased earnings, better credit metrics due to higher fat prices and stronger renewable diesel markets, and significant debt reduction. The company's debt-to-EBITDA ratio improved to 2.0x, and Moody's expects it to fall below 2.0x in the next year.
Ebid secures major credit rating upgrade from Moody’s, affirming steady climb to investment grade and growing relevance in West Africa.
The ECOWAS Bank for Investment and Development (EBID) has received a credit rating upgrade from Moody’s, moving from B2 to B1 with a stable outlook. This upgrade reflects EBID's strong financial position, moderate capitalization, resilient asset quality, and successful diversification of funding sources, including a recent partnership with the African Development Bank. The institution is now closer to achieving investment grade, enhancing its ability to access international capital markets and support West Africa's development agenda through its GRO Strategy 2026–2030.
Meeder Asset Management Inc. Takes Position in Enersys $ENS
Meeder Asset Management Inc. has acquired 24,166 shares of Enersys (NYSE:ENS) worth approximately $5.65 million, becoming a new institutional investor in the industrial products company. Enersys recently reported strong quarterly earnings, beating EPS estimates, and increased its quarterly dividend. The company maintains a "Moderate Buy" consensus rating from analysts with a $265 price target.
Plato Investment Management Ltd Purchases Shares of 4,281 Moody's Corporation $MCO
Plato Investment Management Ltd recently acquired a new stake of 4,281 shares in Moody's Corporation, valued at approximately $1.93 million, as reported in their latest SEC filing. Other institutional investors have also adjusted their holdings in MCO, with the company maintaining a "Moderate Buy" consensus rating from analysts and an average price target of $553.61. The article also details recent insider stock sales by Moody's executives and the company's financial performance, including its latest quarterly earnings and upcoming dividend payment.
Q2 2026 Verisk Analytics Inc Earnings Call Transcript
This article provides the transcript for Verisk Analytics Inc.'s Q2 2026 earnings call, held on July 29, 2026. It highlights key financial performance, noting positive organic constant currency revenue growth and strong adjusted EBITDA growth, while also detailing negative impacts such as a decrease in net income due to divestiture and higher tax rates, and challenges from transactional revenue decline and a softening market.
Moody’s raises Korea’s growth forecast to 3.5% on chip boom
Moody’s has significantly increased South Korea's economic growth forecast for this year to 3.5%, primarily due to a robust semiconductor cycle expected to last until at least mid-2027. This revised projection is higher than previous forecasts and the average from major investment banks, driven by strong export performance in semiconductors. While acknowledging the potential for new growth engines from government projects in AI and semiconductors, Moody's also flagged long-term fiscal pressures from an aging population and increasing defense spending.
Moody’s upgrades TKO rating to Ba1 on strong cash flow outlook
Moody's Ratings has upgraded TKO Worldwide Holdings, LLC's corporate family rating to Ba1 from Ba2, changing the outlook to stable from positive, citing expectations of strong revenue growth, expanded profitability, and robust free cash flow. The upgrade is driven by projected low 20% revenue and 40% EBITDA growth in 2026, primarily due to increased media rights, subscriber base expansion, and operating leverage from major sporting events. TKO's successful integration of past mergers and acquisitions, along with securing multi-year agreements with major media partners, also contributed to the improved rating.
Moody's Corp. stock outperforms competitors despite losses on the day
Moody's Corp. (MCO) shares fell 1.61% to $477.17 on Monday, marking a second consecutive day of losses despite the stock outperforming its competitors. The decline occurred during an overall poor trading session for the stock market, with the S&P 500 Index and Dow Jones Industrial Average also experiencing drops.
Moody’s upgrades Bombardier ratings as debt falls, cash flow improves
Moody's Ratings has upgraded Bombardier's corporate family rating to Ba2 from Ba3, citing improved margins, revenue growth, and continued debt reduction. The upgrade reflects the business-jet maker's strong liquidity and cash flow generation, despite ongoing risks like the cyclical nature of business-jet demand and supply-chain issues. Bombardier's positive credit outlook is supported by no major debt maturities until 2030 and a healthy cash position.
Weekly Recap: T-Mobile (TMUS) 800 MHz sale and Moody's Baa1/Prime-2 rating
T-Mobile (TMUS) recently completed an FCC-approved spectrum swap, selling its 800 MHz spectrum to Grain Management for $2.9 billion while acquiring Grain's 600 MHz licenses. Concurrently, Moody's affirmed T-Mobile's Baa1 senior unsecured and Prime-2 commercial paper ratings, both with stable outlooks. This recap highlights these two significant financial and regulatory developments for the company.
Bombardier Gets a Second Moody’s Upgrade in 12 Months—Why?
Moody's has upgraded Bombardier's corporate credit rating from Ba3 to Ba2 with a positive outlook, marking the second such upgrade in 12 months. This reflects the company's consistent operational performance, successful deleveraging efforts, earnings growth, and strong free cash flow generation. Bombardier's diversified revenue streams, particularly from its Services and Defense businesses, and a robust backlog also contributed to the improved rating.
11,464 Shares in Moody's Corporation $MCO Bought by Firetrail Investments PTY Ltd.
Firetrail Investments PTY Ltd. recently acquired 11,464 shares of Moody's Corporation (NYSE:MCO), a new position valued at approximately $5.16 million, making it the 28th largest holding in their portfolio. Other institutional investors like Norges Bank and Bank of New York Mellon Corp also significantly increased their stakes in Moody's. The article also details recent insider stock sales, Moody's financial performance, dividend announcement, and analyst ratings, which currently give the stock a "Moderate Buy" consensus.
How Investors Are Reacting To S&P Global (SPGI) Embedding AI Data Into Microsoft 365 Copilot
S&P Global Inc. announced an expanded collaboration with Microsoft Corporation to integrate its AI-ready data, insights, and analytics into Microsoft 365 Copilot workflows. This move is expected to deepen S&P Global's role in customers' research and financial analysis, reinforcing its investment narrative amidst evolving financial and energy markets. However, the success of this integration hinges on whether increased AI and product spending translates into sufficient revenue growth to offset pressures on ratings issuance and subscription growth.
Q2 Rundown: MSCI (NYSE:MSCI) Vs Other Financial Exchanges & Data Stocks
The article provides a Q2 rundown for MSCI and other financial exchanges and data stocks. MSCI reported in-line revenue but had the weakest performance against analyst estimates, causing its stock to fall. Morningstar delivered the best Q2 performance, while S&P Global's stock declined due to slightly missing full-year EPS guidance. Nasdaq and Moody's also reported strong quarters, with Moody's showing the biggest analyst estimate beat and fastest revenue growth.
Moody’s RMS™ Event Response for Catastrophe Risk
Moody's RMS provides real-time event response and deep insights for catastrophe risk to various stakeholders including (re)insurers, brokers, and government agencies. This page summarizes recent natural hazard events as of August 18, 2026, including a derecho in the Midwest U.S., flooding in Chiba Prefecture, Japan, Tropical Storm Lala near Hawaii, and an earthquake offshore Flores, Indonesia. Detailed reports for these events are available to Moody's insurance solutions customers.
Empowered Funds LLC Purchases 3,773 Shares of Moody's Corporation $MCO
Empowered Funds LLC increased its stake in Moody's Corporation (NYSE:MCO) by 22.0% in the first quarter, acquiring an additional 3,773 shares. This brings their total holdings to 20,926 shares, valued at $9.13 million. The article also details recent insider stock sales, institutional ownership, financial performance, and analyst ratings for Moody's.
FactSet Research Systems (FDS) Earnings Date and Reports 2026 $FDS
FactSet Research Systems (FDS) announced Q3 2026 earnings on July 1, 2026, reporting an EPS of $4.53, beating analyst estimates by $0.09, with revenue increasing 6.4% year-over-year to $622.92 million. The company's next earnings report is estimated for September 17, 2026, and its earnings are projected to grow by 11.43% next year.
Is S&P Global (SPGI) Overvalued Following Its Expanded Microsoft AI Partnership?
S&P Global (SPGI) has recently expanded its AI partnership with Microsoft, integrating its data and analytics into Microsoft 365 Copilot tools. Despite this development and recent positive short-term share price performance, the stock's year-to-date return is down, and it is currently considered 11.2% overvalued with a fair value of $380 against a last close of $422.67. This overvaluation is attributed to near-term AI-related uncertainty, slower growth expectations, and shifting investor sentiment, particularly in its ratings segment.
Moody's Corp. stock underperforms Thursday when compared to competitors despite daily gains
Shares of Moody's Corp. (MCO) rallied 2.21% on Thursday, despite underperforming compared to its competitors. This gain occurred during a strong trading session for the broader market, with the S&P 500 and Dow Jones Industrial Average also posting increases. This marks the second consecutive day of gains for Moody's stock.
Moody?s Corporation Announces Appointment of Keith Demmings to Board of Directors, Effective November 1, 2026
Moody's Corporation has announced the election of Keith Demmings to its Board of Directors, effective November 1, 2026. Demmings, currently the President and CEO of Assurant Inc., brings nearly three decades of experience in global leadership roles within the insurance and financial services sector. His appointment is expected to contribute to Moody's strategic direction, leveraging his extensive background in international operations and financial performance across various markets.
Moody’s Corporation Elects Keith Demmings to Board of Directors
Moody's Corporation announced the election of Keith Demmings, President and CEO of Assurant, Inc., to its Board of Directors, effective November 1, 2026. Demmings brings nearly three decades of experience in the insurance sector and global operations to Moody's board. His appointment is expected to enhance Moody's focus on providing data and insights for risk management in an increasingly complex world.
Handelsbanken Fonder AB Cuts Stock Holdings in Moody's Corporation $MCO
Handelsbanken Fonder AB decreased its stake in Moody's Corporation by 5.6% in Q2, selling 3,041 shares but still holding 51,274 shares valued at $23.2 million. Despite this, institutional ownership of Moody's stands at 92.11%, with analysts maintaining a "Moderate Buy" consensus and an average price target of $553.61. The company reported strong Q2 earnings, exceeding expectations with $4.68 EPS and $2.19 billion in revenue, and declared a quarterly dividend of $1.03 per share.
NewEdge Advisors LLC Purchases 3,667 Shares of Moody's Corporation $MCO
NewEdge Advisors LLC increased its stake in Moody's Corporation by 65.1% in the first quarter, acquiring an additional 3,667 shares to bring its total holdings to 9,303 shares valued at $4.06 million. This comes as Moody's reported strong quarterly earnings, beating expectations with $4.68 EPS and $2.19 billion in revenue, and issued positive fiscal 2026 EPS guidance. Analysts maintain a "Moderate Buy" rating for MCO, which also declared a quarterly dividend of $1.03 per share.
Moody’s Corporation Elects Keith Demmings to Board of Directors
Moody's Corporation has announced the election of Keith Demmings, President and CEO of Assurant, Inc., to its Board of Directors, effective November 1, 2026. Demmings brings nearly three decades of global leadership experience and deep insurance expertise, which Moody's expects to be a significant asset. His appointment is seen as complementing Moody's focus on providing data, insights, and solutions for risk management in an increasingly complex world.
Die Moody’s Corporation wählt Keith Demmings in den Vorstand
Moody's Corporation announced that Keith Demmings has been elected to its Board of Directors, effective November 1, 2026. Demmings, currently President and CEO of Assurant, brings extensive global operational experience and insurance industry expertise to the board. His appointment is expected to strengthen Moody's focus on supporting clients with data, insights, and solutions in an increasingly complex world.
Moody's Corporation (MCO) Appoints Keith Demmings to Board of Directors
Moody's Corporation (MCO) has announced the appointment of Keith Demmings, the current President and CEO of Assurant, Inc., to its Board of Directors, effective November 1, 2026. Demmings brings nearly three decades of experience leading global businesses and will receive an annual cash retainer and a restricted stock unit award as compensation. This appointment aligns with Moody's governance as Demmings has no prior relationships or conflicts of interest with the company's existing directors or executive officers.
Moodys Stock And 2 Bond Market Plays If CPI Shifts Rate Cut Expectations
This article discusses three companies—BGC Group, Moody's, and Artisan Partners Asset Management—that are particularly exposed to shifts in interest rate expectations, especially following the upcoming July CPI report. These companies offer various ways for investors to gain exposure to the bond market, from brokerage services to risk assessment and investment management. The piece highlights their financial profiles and potential implications of changing inflation and interest rate environments.
Moody’s Corporation Elects Keith Demmings to Board of Directors
Moody’s Corporation announced the election of Keith Demmings, President and CEO of Assurant, Inc., to its Board of Directors, effective November 1, 2026. Demmings brings nearly three decades of experience in the insurance sector and leadership across global operations. The company expects his expertise in managing risk and his global operating experience to be valuable assets to the board.
Moody’S Corporation Elects Keith Demmings To Board Of Directors
Moody's Corporation has elected Keith Demmings to its Board of Directors. The full article is available through TradingView for subscribers, providing access to Reuters and other news sources.
Moody’s Corporation Elects Keith Demmings to Board of Directors
Moody's Corporation (NYSE:MCO) has elected Keith Demmings to its Board of Directors, effective November 1, 2026. Demmings currently serves as President and Chief Executive Officer of Assurant, Inc., bringing extensive leadership experience, global operating expertise, and deep insurance industry knowledge to Moody's board. His appointment is expected to significantly contribute to Moody's focus on empowering customers with data, insights, and solutions to navigate a complex world.
Form 8K Moody’s Corporation For: 12 August By Investing.com
This article announces the filing of a Form 8K by Moody's Corporation on August 12. It is a brief, factual notice from Investing.com, providing no further details on the content of the filing. The article is primarily a placeholder for the SEC filing announcement.
Assurant CEO Keith Demmings Set to Join Moody’s Board Nov. 1
Moody's Corporation announced that Keith Demmings, President and CEO of Assurant, Inc., has been elected to its Board of Directors, effective November 1, 2026. Demmings brings nearly three decades of experience in the insurance sector and global operations to the board. His expertise is expected to significantly contribute to Moody's focus on data, insights, and solutions for managing complex risks.
Constellium outlook raised to positive by Moody’s on strong results
Moody's Ratings has upgraded Constellium SE's outlook from stable to positive, while affirming its Ba3 Corporate Family Rating, Ba3-PD Probability of Default Rating, and Ba3 backed senior unsecured ratings. This positive revision is attributed to Constellium's robust operating performance in the first half of 2026, which surpassed Moody's expectations, leading to significantly strengthened credit metrics despite flat shipments. The company's Moody’s-adjusted EBITDA increased by 110% to nearly $720 million, and it has begun using free cash flow for debt reduction, aligning with its financial policy targets.
Moody’s upgrades Rolls-Royce outlook on strong performance
Moody’s Ratings has upgraded Rolls-Royce Holdings' outlook to positive from stable, affirming its A3 long-term issuer ratings due to strong performance across all business divisions and a conservative financial policy. The company's Civil Aerospace unit has shown resilience, complemented by sustained profit increases in its Defence and Power Systems businesses. Moody's anticipates continued profit growth from commercial and operational improvements, expecting Rolls-Royce to maintain a net cash position and execute significant share buybacks through 2028.
Moody’s Ratings Upgrades Teva to Investment Grade, Reflecting the Ongoing Execution of Pivot to Growth Strategy
Moody's Ratings has upgraded Teva Pharmaceutical Industries Ltd.'s corporate credit rating to Baa3 from Ba1, achieving investment-grade status with a stable outlook. This upgrade reflects Teva's successful "Pivot to Growth" strategy, including innovative products, an expanded pipeline, and continued debt reduction. The recognition from Moody's, following a similar upgrade by Fitch Ratings, enhances Teva's financial flexibility and investor appeal.
