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Moodys

MCO · NYSE · Services-Consumer Credit Reporting, Collection Agencies
Insider buys (12 months)
0
Insider sales (12 months)
$18.3M
8-K reports (12 months)
10
Tracked investors holding
5

At a glance

Moodys reported 2025 revenue of $7.72B, up 8.9% from $7.09B in 2024. Over 4 years since 2021 ($6.22B), that is growth of about 5.6% a year. Operating margin was 43.4%, down from 45.7% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 5 insiders reported 0 open-market purchases and 23 sales ($18.3M). 18 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $4.9M by CEO - Moody's Ratings Michael L West on Oct 30, 2026.

Moodys filed 10 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (4), shareholder vote results (1) and regulation fd disclosure (1). The latest officer or director change was reported on Oct 15, 2026.

5 of the 20 investors tracked here held Moodys at the last quarter end, worth $11.98B combined. It is the largest weight for Akre Capital Management (10.3% of its portfolio), followed by Berkshire Hathaway (3.7%). New this quarter: Bridgewater Associates. Reduced: Akre Capital Management and Renaissance Technologies.

Annual results

2021
Revenue $6.22B
Op. $2.84B
2022
Revenue $5.47B
Op. $1.88B
2023
Revenue $5.92B
Op. $2.14B
2024
Revenue $7.09B
Op. $2.88B
2025
Revenue $7.72B
Op. $3.35B
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$2.21B$1.37B$1.61B$2.06B$2.46B
Diluted EPS$11.78$7.44$8.73$11.26$13.67
Dividend per share$2.48$2.80$3.08$3.40$3.76

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Berkshire HathawayUnchanged$11.17B · 3.7% · held 7 quarters
Akre Capital ManagementReduced$524M · 10.3% · held 8 quarters
National Pension Service (Korea)Unchanged$226.9M · 0.1% · held 7 quarters
Renaissance TechnologiesReduced$44.7M · 0.1% · held 5 quarters
Bridgewater AssociatesNew$13.7M · 0.1% · held 3 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined