MCO at a glance
Moody's Corporation (MCO, SEC CIK 1059556) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Moody's Corporation (MCO) reported revenue of $7.7 billion (up 8.9% from FY2024) and net income of $2.5 billion. Diluted EPS was $13.67.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding Moody's Corporation (MCO) shares worth $36.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Fauber Robert on October 1, 2026 of 623 shares at $455.00 per share.
- In the last 90 days, MCO insiders reported 0 open-market purchases ($0) and 6 open-market sales ($1.9M) on Form 4, a net sale of $1.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $7.7B
- +8.9% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$1.9M
- 13F holders
- 43 funds
- $36.4B · +0 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Moody's core business: credit rating, research, and risk analysis services
- Continued emphasis on enhancing Analytics solutions integrating AI and machine learning capabilities
- Strategic focus shift towards expanding data services and SaaS offerings versus traditional rating services
- Employee count approx. 5,900 with increased investment in technology and analytics R&D this year
- Integration of Proxy Statement information by reference for comprehensive executive and governance disclosures
Risk Factors
- No geopolitical or macroeconomic threat with concrete exposure detail mentioned
- No operational or supply chain vulnerability specific to Moody's disclosed
- No competitive or market disruption risk involving named competitor or technology cited
- No financial or structural risk such as leverage, concentration, or key-person dependency described
Management Discussion & Analysis
- Revenue $7.72B, up 9% YoY from $7.09B; MA and MIS segments both grew 9%
- Operating margin 43.4% vs 40.6%, adjusted operating margin 51.1% vs 48.1% (up 280-300 bps)
- Best segment: Moody’s Investors Service operating margin 63.6% vs 60.1%, revenue $4.12B (+9%); Worst segment: higher restructuring charges $108M vs $59M (83% increase)
- Net cash flows supported acquisitions, capex increase mainly for MA cloud software; interest expense down by $24M; gain on divestiture $23M; restructuring charges $108M
- Management flags FX risk with 39% revenue non-USD and $88M potential unfavorable impact from currency moves; outlook supported by sustained credit and subscription demand
AI summary of the MCO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $2,185M, up 15% YoY from $1,898M
- Operating margin 47.9% vs 43.1%; adjusted margin 55.3% vs 50.9%
- MIS best segment: revenue $1,260M, up 25%; adjusted margin 68.3% vs 64.2%
- MA weakest segment: revenue $925M, up 4%; Banking revenue declined 14%
- Divestiture gain $181M; diluted EPS $5.03 vs $3.21 driven by operating growth and divestiture
Risk Factors
- No Risk Factors section provided in the submitted excerpt
- Share-repurchase authorization: approximately $1.8 billion remaining at June 30, 2026
- Equity issuance risk: net 50 thousand shares issued under employee compensation plans during second quarter 2026
AI summary of the MCO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Press release covers Mr. Demmings’s election to a company position
- Investor relevance depends on the elected role and terms detailed in Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Keith Demmings elected to Moody’s board effective November 1, 2026
- Assurant CEO brings nearly three decades of global operating and leadership experience
Item 2.02: Results of Operations and Financial Condition
- Moody’s reported Q2 2026 results for the quarter ended June 30, 2026
- 2026 outlook announced alongside quarterly results
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results announced for quarter ended March 31, 2026
- 2026 outlook announced alongside quarterly results
AI summaries of MCO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MCO
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- Fund moves. Which tracked funds opened, added or cut MCO, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fauber Robert | M | Oct 1, 2026 | 51 | - |
| Fauber Robert | M | Oct 1, 2026 | 572 | $167.50 |
| Fauber Robert | M | Oct 1, 2026 | 51 | $113.34 |
| Fauber Robert | Sell | Oct 1, 2026 | 623 | $455.00 |
| Fauber Robert | M | Oct 1, 2026 | 572 | - |
| Minaya Jose | A | Oct 1, 2026 | 91.542 | $447.36 |
| Phillips Jason D | F | Oct 1, 2026 | 21.36 | $450.80 |
| Fauber Robert | Sell | Oct 1, 2026 | 300 | $455.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.1B | $7.7B |
| Operating Income | - | $2.9B | $3.4B |
| Net Income | $1.6B | $2.1B | $2.5B |
| Op. Margin | - | 40.6% | 43.4% |
| Net Margin | - | 29.0% | 31.9% |
| Balance Sheet | |||
| Total Assets | $14.6B | $15.5B | $15.8B |
| Equity | - | $3.6B | $4.1B |
| ROE | - | 57.7% | 60.7% |
| Per Share | |||
| EPS | $8.73 | $11.26 | $13.67 |
| Cash Flow | |||
| Operating CF | - | $2.8B | $2.9B |
| CapEx | $271.0M | $317.0M | $326.0M |
Source: XBRL data in Moody's Corporation (MCO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MCO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $36.43B |
| Q1 2026 | 43 | $35.18B |
| Q4 2025 | 41 | $41.78B |
| Q3 2025 | 41 | $40.11B |
| Q2 2025 | 38 | $41.97B |
| Q1 2025 | 37 | $31.73B |
| Q4 2024 | 32 | $29.54B |
| Q3 2024 | 27 | $19.37B |
- AQR Capital Management+594.1K (+132%)
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- Millennium Management+151.8K (+1613%)
- BlackRock−665.9K (-5%)
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- T. Rowe Price Group−285.3K (-16%)
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- Vanguard Portfolio Management LLC−149.1K (-4%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 302 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MCO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - |
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MCO SEC filings: frequently asked questions
Are MCO insiders buying or selling?
In the last 90 days, Moody's Corporation (MCO) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $1.9 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MCO stock?
As of June 30, 2026, the largest Moody's Corporation (MCO) holders among the 13F filers tracked by SignalX were Berkshire Hathaway Inc ($11.2 billion), BlackRock ($5.6 billion), Vanguard Capital Management LLC ($4.4 billion), State Street Corp ($3.2 billion), FMR LLC (Fidelity) ($2.3 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MCO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Moody's Corporation (MCO) reported revenue of $7.7 billion (up 8.9% from FY2024) and net income of $2.5 billion. Diluted EPS was $13.67. The figures come from the XBRL data in the 10-K.
What are the main risks in MCO's latest 10-K?
In the 10-K filed February 18, 2026, Moody's Corporation (MCO) flagged: No geopolitical or macroeconomic threat with concrete exposure detail mentioned. No operational or supply chain vulnerability specific to Moody's disclosed. (AI summary of the Risk Factors section.)
What did MCO report in its latest 8-K?
Moody's Corporation (MCO) filed an 8-K on August 12, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Press release covers Mr. Demmings’s election to a company position.
What are the latest MCO SEC filings?
Moody's Corporation (MCO) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on October 5, 2026.
What is MCO's SEC CIK number?
Moody's Corporation (MCO)'s SEC Central Index Key (CIK) is 1059556. EDGAR lists every MCO filing under that number.
Ask anything about MCO
The research agent reads MCO's filings, financials, insider trades and 13F holders, then answers with sources.