Generate Investment Management 13F: Exits Moody's (MCO) Stake

Generate Investment Management completely exited its holdings in Moody's Corporation (NYSE:MCO) during the period, selling its entire stake of 36,523 shares. Institutional 13F filings are backward-looking and reflect holdings as of the reporting date, meaning this exit may not represent the investor's current position today.

Inside Generate Investment Management's Moody's Trade

The fund parted ways with all 36,523 shares it previously held in the financial risk assessment company, bringing its position down to zero. Because these quarterly disclosures look backward, the actual sales could have taken place at any point during the quarter.

Other Institutional Activity in Moody's Corporation

Other large funds made adjustments to their own Moody's holdings around the same reporting period. Berkshire Hathaway, Inc held steady with 24,669,778 shares valued at about $11.97 billion. TCI Fund Management Ltd maintained its position, holding 14,334,027 shares worth roughly $6.95 billion. Meanwhile, Blackrock Inc. reduced its stake by 665,561 shares, ending with 12,461,878 shares valued at about $6.04 billion. Vanguard Capital Management LLC trimmed its holdings by 127,523 shares to finish with 9,757,973 shares worth roughly $4.73 billion. State Street Corporation also cut its position slightly, shedding 27,126 shares to hold 7,111,386 shares valued at about $3.45 billion.

Moody's Corporation Stock Up 4.2%

Moody's shares recently traded around $482.28. The stock trades above its 50-day moving average of $477.32 and its 200-day moving average of $469.15.

Recent Earnings

Moody's reported trailing twelve-month revenue of $8.16 billion alongside basic earnings per share of $15.76. The company operates through two primary divisions, providing analytical tools and credit ratings to institutional finance clients worldwide. Its next earnings update is scheduled for October 21, 2026.

Dividend

The company currently pays an annual dividend yielding 0.85% with a payout ratio of 25.0%.

Insider Buying and Selling at Moody's Corporation

Company insiders completed several share sales during the recent period. General Counsel Richard G Steele sold 157 shares on July 1, 2026, at a price of $455.49 for a total of $71,512. Chief Executive Officer Robert Fauber executed multiple sales, starting with 1,467 shares on July 1, 2026, at $455.49 per share yielding $668,204. Fauber later sold another 1,467 shares on August 3, 2026, at $484.30 for $710,468, and a further 1,467 shares on September 1, 2026, at $501.89 for $736,273.

Analysts Set New Price Targets

Financial firms adjusted their views on the stock ahead of upcoming results. On July 23, 2026, Baird maintained its Outperform stance while raising its target to $572.00 from $557.00. Mizuho kept a Neutral rating on July 27, 2026, lifting its target to $530.00 from $521.00. Morgan Stanley maintained an Equal-Weight rating on October 7, 2026, lowering its target to $470.00 from $512.00. BMO Capital kept a Market Perform rating on October 13, 2026, adjusting its target down to $490.00 from $515.00. JP Morgan maintained an Overweight rating on October 14, 2026, moving its target to $555.00 from $570.00. Overall, the stock carries a consensus buy recommendation from 21 analysts with a mean price target of $555.43.

About Moody's Corporation

Moody's Corporation operates as an integrated risk assessment firm, offering credit ratings, research, and risk management software through its Moody's Investors Service and Moody's Analytics segments. The firm serves financial institutions, corporations, and governments globally.

Bottom Line

Investors will look to the upcoming earnings report on October 21, 2026, for fresh updates on revenue and profit margins. Institutional filings only show past positioning, so watching subsequent reports will clarify how large investors view the stock's valuation moving forward.