Stifel Cuts Moody's (MCO) Price Target to $537

On October 22, 2026, Stifel reaffirmed its Buy rating on Moody's Corporation [NYSE: MCO] while lowering its price target from $550.00 to $537.00. The update comes as Wall Street firms evaluate the risk assessment firm's valuation against its recent trading levels.

MCO Moody's Corporation

$475.35 ▼ -4.10% year to date

1M 3M YTD

Daily close · Oct 20, 2026

Stifel's Call on Moody's Corporation

Stifel maintained its Buy rating on Moody's Corporation on October 22, 2026, while shifting its price target to $537.00 from $550.00. The new target sits above where the stock recently changed hands, reflecting the firm's forward-looking view on the financial data provider.

Other Institutional Activity in Moody's Corporation

Other large funds have also adjusted their holdings in the company. PineStone Asset Management reduced its stake by 64,345 shares, or about 2.8%, ending with 2,219,616 shares valued at $1,007,994,214. Meanwhile, Berkshire Hathaway, Inc maintained its position with 24,669,778 shares worth about $12,017,389,077, and TCI Fund Management Ltd held steady with 14,334,027 shares valued at $6,982,534,642. Auto-Owners Insurance closed out its entire stake by selling 823 shares.

Moody's Corporation Stock Up 2.9%

Moody's shares recently traded around $489.22 on October 22, 2026, up about 0.4% from its event-day close of $487.13. The stock is trading above its 50-day moving average of $477.67 and its 200-day moving average of $468.50. Shares sit 10.5% below their 52-week high of $546.88 and 21.6% above their 52-week low of $402.28.

Recent Earnings

Moody's Corporation generated $8.16 billion in trailing-twelve-month revenue with earnings of $15.76 per share. The company posted a net profit margin of 34.3% and a return on equity of 76.9%, alongside a year-over-year revenue growth rate of 15.1%. The firm carries a market capitalization of $83.31 billion and a trailing P/E ratio of 30.52.

Dividend

Moody's pays an annual dividend rate of $4.12 per share, which translates to a dividend yield of 0.87%. The payout accounts for 25.0% of the company's earnings.

Insider Buying and Selling at Moody's Corporation

Company insiders have completed several transactions in recent months. Chief Executive Officer Robert Fauber executed sales of 1,467 shares on July 1, August 3, and September 1, 2026. General Counsel Richard G. Steele also sold 157 shares on July 1, 2026.

Analysts Set New Price Targets

Other Wall Street firms have also updated their views on the stock. BMO Capital maintains a Market Perform rating with a target of $490.00. JP Morgan maintains an Overweight rating with a target of $555.00. RBC Capital maintains an Outperform rating with a target of $575.00, and Wells Fargo maintains an Overweight rating with a target of $595.00. The consensus points to a general Buy recommendation across 21 analyst opinions.

About Moody's Corporation

Headquartered in New York, Moody's Corporation operates as an integrated risk assessment firm through two main divisions. Moody's Analytics develops products supporting institutional risk management, while Moody's Investors Service provides credit ratings and research for global capital markets.

Bottom Line

Stifel's updated price target offers a fresh look at where the stock might head next. Investors will continue tracking institutional rebalancing and upcoming earnings reports to gauge the firm's growth trajectory.