Glück Conviction Score™ ⓘ
MCO
MOODYS CORP /DE/
ⓘ
Eingeschränkte Aussagekraft — erst 61 % der Signal-Gewichte sind mit Daten unterlegt.
Effektiv: Stark
Hoch
Bedeutung der Einstufung ⓘ
Insider
0,0
Keine Insider-Käufe
Institutionell
62,3
143 neu, 486 erhöht, -14479614K $ netto
Aktivist
20,9
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 448.81 | -0.2 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 474.37 | -5.6 % vs SMA200 | |
| SMA-Cross | Bärisch | 10 % | DEATH | vor 70 Tagen @ 471.01 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 448.58 | EMA50: 449.85 | |
| MACD-Histogramm | Bärisch | 10 % | -0.449 | Bearisch | |
| RSI(14) | Neutral | 10 % | 49.5 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 35.2 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 10.0 | +DI: 16.5 / −DI: 16.9 | |
| Z-Score(60) | Neutral | 5 % | 0.16 | In Range | |
| 52W-Position | Neutral | 5 % | 28.0 % | Hoch 539.61 / Tief 412.23 | |
| Bollinger(20,2σ) | Neutral | 5 % | 50.8 % | Upper 461.90 / Mid 447.63 / Lower 433.37 | |
| LinReg-Slope(60) | Neutral | 10 % | +0.2385 | R²=0.17 / annualisiert +13.5 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-01 | Steele Richard G | Officer, SVP - General Counsel | Open Market Sale | -158 | 453,67 | -71.679,86 | -19,4% | |
| 2026-06-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -1.167 | 453,67 | -529.432,89 | -143,5% | |
| 2026-06-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -300 | 453,67 | -136.101,00 | -36,9% | |
| 2026-05-01 | Steele Richard G | Officer, SVP - General Counsel | Open Market Sale | -158 | 466,39 | -73.689,62 | -20,0% | |
| 2026-05-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -1.167 | 466,39 | -544.277,13 | -147,6% | |
| 2026-05-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -300 | 466,39 | -139.917,00 | -37,9% | |
| 2026-04-01 | Steele Richard G | Officer, SVP - General Counsel | Open Market Sale | -124 | 437,77 | -54.283,48 | -14,7% | |
| 2026-04-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -592 | 437,77 | -259.159,84 | -70,3% | |
| 2026-04-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -575 | 437,77 | -251.717,75 | -68,2% | |
| 2026-04-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -300 | 437,77 | -131.331,00 | -35,6% | |
| 2026-04-01 | Steele Richard G | Officer, SVP - General Counsel | Open Market Sale | -34 | 437,77 | -14.884,18 | -4,0% | |
| 2026-03-04 | West Michael L | Officer, President, Moody's Investors | Open Market Sale | -4.250 | 473,72 | -2.013.300,65 | -545,8% | |
| 2026-03-04 | Heuland Noemie Clemence | Officer, SVP & Chief Financial Officer | Open Market Sale | -100 | 465,87 | -46.587,00 | -12,6% | |
| 2026-03-04 | Phillips Jason D | Officer, Chief Acctg Off & Controller | Open Market Sale | -333 | 472,61 | -157.437,26 | -42,7% | |
| 2026-03-03 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -5.213 | 456,71 | -2.380.829,23 | -645,5% | |
| 2026-03-03 | Steele Richard G | Officer, SVP - General Counsel | Open Market Sale | -375 | 456,71 | -171.266,25 | -46,4% | |
| 2026-02-26 | West Michael L | Officer, President, Moody's Investors | Open Market Sale | -1.188 | 473,94 | -563.042,15 | -152,6% | |
| 2026-02-26 | West Michael L | Officer, President, Moody's Investors | Open Market Sale | -2.139 | 474,19 | -1.014.298,19 | -275,0% | |
| 2026-02-03 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -575 | 498,90 | -286.867,50 | -77,8% | |
| 2026-02-02 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -592 | 516,15 | -305.560,80 | -82,8% | |
| 2026-01-05 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -575 | 502,52 | -288.949,00 | -78,3% | |
| 2026-01-02 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -592 | 508,94 | -301.292,48 | -81,7% | |
| 2025-12-03 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -575 | 487,87 | -280.525,25 | -76,1% | |
| 2025-12-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -592 | 486,09 | -287.765,28 | -78,0% | |
| 2025-11-03 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -1.167 | 478,95 | -558.934,65 | -151,5% | |
| 2025-10-28 | Steele Richard G | Officer, SVP - General Counsel | Open Market Sale | -26 | 493,90 | -12.841,40 | -3,5% | |
| 2025-10-28 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -546 | 493,90 | -269.669,40 | -73,1% | |
| 2025-10-15 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -415 | 481,09 | -199.652,35 | -54,1% | |
| 2025-10-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -414 | 477,97 | -197.879,58 | -53,6% | |
| 2025-09-15 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -415 | 512,65 | -212.749,75 | -57,7% | |
| 2025-09-02 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -415 | 503,32 | -208.877,80 | -56,6% | |
| 2025-08-15 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -415 | 521,45 | -216.401,75 | -58,7% | |
| 2025-08-04 | Tulenko Stephen T | Officer, President, Moody's Analytics | Open Market Sale | -300 | 518,96 | -155.688,00 | -42,2% | |
| 2025-08-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -415 | 510,19 | -211.728,85 | -57,4% | |
| 2025-07-30 | Tulenko Stephen T | Officer, President, Moody's Analytics | Open Market Sale | -2.120 | 511,18 | -1.083.701,60 | -293,8% | |
| 2025-07-30 | Tulenko Stephen T | Officer, President, Moody's Analytics | Open Market Sale | 0 | 511,87 | -249,79 | -0,1% | |
| 2025-07-29 | Heuland Noemie Clemence | Officer, SVP & Chief Financial Officer | Open Market Sale | -114 | 508,84 | -58.227,07 | -15,8% | |
| 2025-07-29 | Steele Richard G | Officer, SVP - General Counsel | Open Market Sale | -730 | 509,63 | -372.029,90 | -100,9% | |
| 2025-07-29 | Steele Richard G | Officer, SVP - General Counsel | Open Market Sale | -727 | 508,02 | -369.330,54 | -100,1% | |
| 2025-07-29 | West Michael L | Officer, President, Moody's Investors | Open Market Sale | -1.375 | 509,35 | -700.563,56 | -189,9% | |
| 2025-07-29 | West Michael L | Officer, President, Moody's Investors | Open Market Sale | -1.188 | 511,94 | -608.184,72 | -164,9% | |
| 2025-07-29 | West Michael L | Officer, President, Moody's Investors | Open Market Sale | -1.002 | 512,35 | -513.374,70 | -139,2% | |
| 2025-07-29 | West Michael L | Officer, President, Moody's Investors | Open Market Sale | -139 | 512,20 | -71.195,80 | -19,3% | |
| 2025-07-29 | Heuland Noemie Clemence | Officer, SVP & Chief Financial Officer | Open Market Sale | -783 | 508,15 | -397.881,45 | -107,9% | |
| 2025-07-15 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -415 | 503,40 | -208.911,00 | -56,6% | |
| 2025-07-01 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -415 | 497,10 | -206.296,50 | -55,9% | |
| 2025-06-16 | Fauber Robert | Director, Officer, President and CEO | Open Market Sale | -415 | 476,67 | -197.818,05 | -53,6% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 24.669.778 | 24.669.778 | 0 | 10.762.190.653 | Unverändert | 0,0% | |
| VANGUARD GROUP INC | 15.272.967 | 0 | 15.272.967 | 7.802.195.193 | Neu | +100,0% | |
| TCI Fund Management Ltd | 14.334.027 | 13.308.479 | 1.025.548 | 6.253.219.279 | Aufgestockt | +7,7% | |
| BlackRock, Inc. | 13.127.824 | 14.029.797 | -901.973 | 5.727.012.953 | Reduziert | -6,4% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.885.316 | 0 | 9.885.316 | 4.312.469.105 | Neu | +100,0% | |
| STATE STREET CORP | 7.138.837 | 7.134.082 | 4.755 | 3.114.317.641 | Aufgestockt | +0,1% | |
| FMR LLC | 4.986.752 | 5.476.294 | -489.542 | 2.175.470.419 | Reduziert | -8,9% | |
| GEODE CAPITAL MANAGEMENT, LLC | 4.081.564 | 3.965.480 | 116.084 | 1.775.947.875 | Aufgestockt | +2,9% | |
| NORGES BANK | 2.147.599 | 0 | 2.147.599 | 1.097.100.949 | Neu | +100,0% | |
| Fiera Capital Corp | 2.356.454 | 2.371.939 | -15.485 | 1.028.003.058 | Reduziert | -0,7% | |
| PineStone Asset Management Inc. | 2.349.784 | 2.375.768 | -25.984 | 1.025.093.270 | Reduziert | -1,1% | |
| MORGAN STANLEY | 2.322.297 | 2.370.601 | -48.304 | 1.013.103.483 | Reduziert | -2,0% | |
| GOLDMAN SACHS GROUP INC | 2.156.959 | 1.486.143 | 670.816 | 940.973.574 | Aufgestockt | +45,1% | |
| NORTHERN TRUST CORP | 1.752.888 | 1.685.201 | 67.687 | 764.697.391 | Aufgestockt | +4,0% | |
| Egerton Capital (UK) LLP | 1.545.670 | 773.409 | 772.261 | 674.298.538 | Aufgestockt | +99,9% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.328.012 | 1.310.605 | 17.407 | 605.252.635 | Aufgestockt | +1,3% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.387.075 | 1.400.658 | -13.583 | 605.111.470 | Reduziert | -1,0% | |
| WINDACRE PARTNERSHIP LLC | 1.332.900 | 1.118.900 | 214.000 | 581.477.625 | Aufgestockt | +19,1% | |
| Valley Forge Capital Management, LP | 1.317.188 | 1.317.292 | -104 | 574.623.265 | Reduziert | 0,0% | |
| AKRE CAPITAL MANAGEMENT LLC | 1.246.114 | 1.735.231 | -489.117 | 543.617.232 | Reduziert | -28,2% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.146.533 | 1.111.130 | 35.403 | 500.175.021 | Aufgestockt | +3,2% | |
| Rothschild & Co Wealth Management UK Ltd | 1.108.934 | 1.117.251 | -8.317 | 483.772.458 | Reduziert | -0,7% | |
| PRINCIPAL FINANCIAL GROUP INC | 1.081.807 | 627.123 | 454.684 | 471.963.284 | Aufgestockt | +72,5% | |
| Legal & General Group Plc | 1.044.841 | 1.202.111 | -157.270 | 455.811.892 | Reduziert | -13,1% | |
| Invesco Ltd. | 1.029.091 | 1.008.844 | 20.247 | 448.941.034 | Aufgestockt | +2,0% | |
| DIMENSIONAL FUND ADVISORS LP | 882.973 | 823.852 | 59.121 | 385.187.932 | Aufgestockt | +7,2% | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 890.699 | 564.572 | 326.127 | 384.826.503 | Aufgestockt | +57,8% | |
| ALTAROCK PARTNERS LP | 862.036 | 814.503 | 47.533 | 376.063.205 | Aufgestockt | +5,8% | |
| Amundi | 842.967 | 907.375 | -64.408 | 367.744.357 | Reduziert | -7,1% | |
| Ninety One UK Ltd | 840.302 | 835.862 | 4.440 | 366.581.693 | Aufgestockt | +0,5% | |
| ROYAL BANK OF CANADA | 786.943 | 789.838 | -2.895 | 343.304.000 | Reduziert | -0,4% | |
| BAILLIE GIFFORD & CO | 764.266 | 687.046 | 77.220 | 333.411.043 | Aufgestockt | +11,2% | |
| DEUTSCHE BANK AG\ | 746.867 | 701.008 | 45.859 | 325.820.731 | Aufgestockt | +6,5% | |
| BARCLAYS PLC | 712.225 | 1.153.939 | -441.714 | 310.708.161 | Reduziert | -38,3% | |
| Longview Partners (Guernsey) LTD | 709.634 | 966.467 | -256.833 | 309.577.833 | Reduziert | -26,6% | |
| Allen Investment Management, LLC | 701.813 | 719.920 | -18.107 | 306.165.813 | Reduziert | -2,5% | |
| Neuberger Berman Group LLC | 680.927 | 663.473 | 17.454 | 297.054.414 | Aufgestockt | +2,6% | |
| BANK OF AMERICA CORP /DE/ | 671.947 | 792.749 | -120.802 | 293.137.037 | Reduziert | -15,2% | |
| Nuveen, LLC | 659.944 | 709.525 | -49.581 | 287.900.571 | Reduziert | -7,0% | |
| STIFEL FINANCIAL CORP | 655.920 | 673.495 | -17.575 | 286.152.386 | Reduziert | -2,6% | |
| Russell Investments Group, Ltd. | 614.364 | 574.017 | 40.347 | 267.793.086 | Aufgestockt | +7,0% | |
| APG Asset Management N.V. | 684.104 | 568.997 | 115.107 | 259.017.853 | Aufgestockt | +20,2% | |
| UBS Group AG | 588.848 | 419.628 | 169.220 | 256.884.941 | Aufgestockt | +40,3% | |
| JPMORGAN CHASE & CO | 495.596 | 0 | 495.596 | 253.175.396 | Neu | +100,0% | |
| NORDEA INVESTMENT MANAGEMENT AB | 558.311 | 552.736 | 5.575 | 239.353.509 | Aufgestockt | +1,0% | |
| MARSHFIELD ASSOCIATES | 538.993 | 563.557 | -24.564 | 235.135.904 | Reduziert | -4,4% | |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 518.183 | 270.049 | 248.134 | 226.057.334 | Aufgestockt | +91,9% | |
| BNP PARIBAS FINANCIAL MARKETS | 504.520 | 191.010 | 313.510 | 224.286.159 | Aufgestockt | +164,1% | |
| National Pension Service | 499.293 | 514.377 | -15.084 | 217.816.571 | Reduziert | -2,9% | |
| HSBC HOLDINGS PLC | 459.565 | 451.710 | 7.855 | 200.433.073 | Aufgestockt | +1,7% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 24.669.778 | 24.669.778 | 0,0% | 10.762.190.653 | 16,56 |
| TCI Fund Management Ltd | 14.334.027 | 13.308.479 | +7,7% | 6.253.219.279 | 9,62 |
| BlackRock, Inc. | 13.127.824 | 14.029.797 | -6,4% | 5.727.012.953 | 8,81 |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.885.316 | 0 | +100,0% | 4.312.469.105 | 6,64 |
| STATE STREET CORP | 7.138.837 | 7.134.082 | +0,1% | 3.114.317.641 | 4,79 |
| FMR LLC | 4.986.752 | 5.476.294 | -8,9% | 2.175.470.419 | 3,35 |
| GEODE CAPITAL MANAGEMENT, LLC | 4.081.564 | 3.965.480 | +2,9% | 1.775.947.875 | 2,73 |
| Fiera Capital Corp | 2.356.454 | 2.371.939 | -0,7% | 1.028.003.058 | 1,58 |
| PineStone Asset Management Inc. | 2.349.784 | 2.375.768 | -1,1% | 1.025.093.270 | 1,58 |
| MORGAN STANLEY | 2.322.297 | 2.370.601 | -2,0% | 1.013.103.483 | 1,56 |
| GOLDMAN SACHS GROUP INC | 2.156.959 | 1.486.143 | +45,1% | 940.973.574 | 1,45 |
| NORTHERN TRUST CORP | 1.752.888 | 1.685.201 | +4,0% | 764.697.391 | 1,18 |
| Egerton Capital (UK) LLP | 1.545.670 | 773.409 | +99,9% | 674.298.538 | 1,04 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.328.012 | 1.310.605 | +1,3% | 605.252.635 | 0,93 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.387.075 | 1.400.658 | -1,0% | 605.111.470 | 0,93 |
| WINDACRE PARTNERSHIP LLC | 1.332.900 | 1.118.900 | +19,1% | 581.477.625 | 0,89 |
| Valley Forge Capital Management, LP | 1.317.188 | 1.317.292 | 0,0% | 574.623.265 | 0,88 |
| AKRE CAPITAL MANAGEMENT LLC | 1.246.114 | 1.735.231 | -28,2% | 543.617.232 | 0,84 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.146.533 | 1.111.130 | +3,2% | 500.175.021 | 0,77 |
| Rothschild & Co Wealth Management UK Ltd | 1.108.934 | 1.117.251 | -0,7% | 483.772.458 | 0,74 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 1.351 | 169,4 | 71.825 |
| 31.12.2025 | ✓ | 1.390 | 166,0 | 81.965 |
| 30.09.2025 | ✓ | 1.328 | 166,9 | 77.443 |
| 30.06.2025 | ✓ | 1.329 | 167,5 | 80.994 |
| 31.03.2025 | ✓ | 1.285 | 173,5 | 78.061 |
| 31.12.2024 | ✓ | 1.257 | 169,7 | 77.782 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 2.147.599 | 1.097.100.949 |
| Egerton Capital (UK) LLP | 773.409 | 395.095.988 |
| PFA Pension, Forsikringsaktieselskab | 168.551 | 86.930.134 |
| SCOPUS ASSET MANAGEMENT, L.P. | 132.500 | 67.687.625 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 118.321 | 60.444.231 |
| Cartenna Capital, LP | 90.000 | 45.976.500 |
| COATUE MANAGEMENT LLC | 64.260 | 32.827.221 |
| UNIO CAPITAL LLC | 49.054 | 25.059.236 |
| TUDOR INVESTMENT CORP ET AL | 48.783 | 24.920.796 |
| Eurizon Capital SGR S.p.A. | 48.209 | 24.664.879 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.716.304 | 726.971 | +73.5 % | 876.775 |
| Auto-Owners Insurance Co | 420.430 | 419.607 | +50985.1 % | 420.430 |
| APG Asset Management N.V. | 568.997 | 339.993 | +148.5 % | 247.496.375 |
| FIRST TRUST ADVISORS LP | 417.782 | 317.245 | +315.6 % | 213.423.849 |
| JANUS HENDERSON GROUP PLC | 675.076 | 260.431 | +62.8 % | 344.865.353 |
| BARCLAYS PLC | 1.153.939 | 192.736 | +20.1 % | 589.489.740 |
| D. E. Shaw & Co., Inc. | 166.858 | 157.611 | +1704.5 % | 85.239.409 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 243.276 | 155.086 | +175.9 % | 124.277.545 |
| Amundi | 907.375 | 150.010 | +19.8 % | 463.532.520 |
| AMERIPRISE FINANCIAL INC | 296.093 | 149.045 | +101.4 % | 151.262.338 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Winslow Capital Management, LLC | 24.150 | -706.941 | -96.7 % | 12.337.027 |
| BlackRock, Inc. | 14.029.797 | -623.303 | -4.3 % | 7.167.121.683 |
| CITADEL ADVISORS LLC | 334.473 | -578.662 | -63.4 % | 170.865.532 |
| JPMORGAN CHASE & CO | 495.596 | -538.538 | -52.1 % | 253.175.396 |
| AKRE CAPITAL MANAGEMENT LLC | 1.735.231 | -383.718 | -18.1 % | 886.442.756 |
| BROWN ADVISORY INC | 32.059 | -302.266 | -90.4 % | 16.377.616 |
| Legal & General Group Plc | 1.202.111 | -244.994 | -16.9 % | 614.098.404 |
| FMR LLC | 5.476.294 | -212.601 | -3.7 % | 2.797.564.504 |
| BALYASNY ASSET MANAGEMENT L.P. | 2.371 | -195.455 | -98.8 % | 1.211.225 |
| TD ASSET MANAGEMENT INC | 440.704 | -175.505 | -28.5 % | 225.133.639 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 15.05.2026 | TCI Fund Management Ltd | Passiv (13G/A) | 8,21 % | 14.334.027 | Neu | |
| 15.05.2026 | Christopher Hohn | Passiv (13G/A) | 8,21 % | 14.334.027 | +1,63 pp | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 6,41 % | 11.415.565 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -7,74 pp | |
| 14.02.2024 | Christopher Hohn | Passiv (13G/A) | 6,58 % | 12.049.611 | +0,04 pp | |
| 14.02.2024 | TCI Fund Management Limited | Passiv (13G/A) | 6,58 % | 12.049.611 | +0,04 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 7,74 % | 14.163.962 | +0,17 pp | |
| 26.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 7,10 % | 12.930.024 | 0,00 pp | |
| 18.12.2023 | TCI Fund Management Limited | Passiv (13G/A) | 6,54 % | 11.961.611 | +1,51 pp | |
| 18.12.2023 | Christopher Hohn | Passiv (13G/A) | 6,54 % | 11.961.611 | +1,51 pp | |
| 14.02.2023 | TCI Fund Management Limited | Passiv (13G) | 5,03 % | 9.212.287 | Neu | |
| 14.02.2023 | Christopher Hohn | Passiv (13G) | 5,03 % | 9.212.287 | Neu | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 7,57 % | 13.869.993 | +0,30 pp | |
| 31.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 7,10 % | 12.949.795 | +0,70 pp | |
| 10.02.2022 | The Vanguard Group | Passiv (13G/A) | 7,27 % | 13.521.137 | -0,02 pp | |
| 01.02.2022 | . BlackRock, Inc. | Passiv (13G/A) | 6,40 % | 11.818.749 | +0,10 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 23.09.2025 | Valerie Hoyle | – | House | Verkauf | $1,001 – $15,000 |
| 11.06.2025 | Lisa McClain | – | House | Verkauf | $1,001 – $15,000 |
| 11.12.2024 | Lisa McClain | – | House | Kauf | $1,001 – $15,000 |
| 29.10.2024 | Valerie Hoyle | – | House | Kauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
Moody's Corporation operiert weltweit als integriertes Risikoanalyseverfahren. Es operiert in zwei Segmenten: Moody's Investors Service und Moody's Analytics. Das Segment Moody's Investors Service vergibt Kreditratings und erbringt Bewertungsleistungen für verschiedene Schuldverpflichtungen, Programme und Einrichtungen sowie für die sie begebenden Stellen, wie verschiedene Unternehmens-, Finanzinstitutions- und Staatsanleihen sowie strukturierte Finanzwertpapiere. Dieses Segment vergibt Ratings in ungefähr 140 Ländern. Seine Ratings werden durch Pressemitteilungen der Öffentlichkeit über elektronische Medien, einschließlich Internet und Echtzeit-Informationssystemen, die von Wertpapierhändlern und Anlegern genutzt werden, verbreitet. Dieses Segment hat ungefähr 5.000 nicht-finanzielle Unternehmungen bewertet; 3.600 Finanzinstitutionen; 16.000 Emittenten der öffentlichen Finanzierung; 145 Staaten; 47 überstaatliche Institutionen; 459 Sub-Souveräne; und 1.000 Infrastruktur- und Projektfinanz-Emittenten, sowie 9.100 strukturierte Finanz-Deals. Das Segment Moody's Analytics entwickelt verschiedenste Produkte und Dienstleistungen zur Unterstützung der Risikomanagement-Aktivitäten institutioneller Marktteilnehmer; und bietet abonnementbasierte Forschungs-, Daten- und Analyseprodukte an, einschließlich Kreditratings, Kreditforschung, quantitativer Kreditscore und sonstiger Analysetools, Wirtschaftsforschung und Prognosen, Business Intelligence und Unternehmens-Informationsprodukte, Gewerbeimmobilien-Daten und Analysetools, sowie Online- und Classroom-gestützte Schulungsdienste und Akkreditierungs- und Zertifizierungsdienstleistungen. Es bietet zudem Offshore-Analyse- und Forschungsdienstleistungen mit Lernlösungen und Zertifizierungsprogrammen; sowie Softwarelösungen und damit verbundene Risikomanagement-Dienstleistungen. Das Unternehmen war früher als Dun and Bradstreet Company bekannt und änderte seinen Namen im September 2000 zu Moody's Corporation. Moody's Corporation wurde 1900 gegründet und hat seinen Sitz in New York, New York.
Unternehmen & Branche
| Name | MOODYS CORP /DE/ |
|---|---|
| Ticker | MCO |
| CIK | 0001059556 |
| Boerse | NYSE |
| Sektor | Financial Services |
| Industrie | Financial - Data & Stock Exchanges |
| SIC | 7320 · Services-Consumer Credit Reporting, Collection Agencies |
Wertpapier & Kennzahlen
| CUSIP | 615369105 |
|---|---|
| ISIN | US6153691059 |
| Typ | Common Stock |
| Marktkapitalisierung | 81,08 Mrd. USD |
| KGV (P/E) | 32,97 |
| Beta | 1,36 |
| Dividendenrendite | 0,01 % |
Bewertung
| KBV (P/B) | 20,00 vs. 26,91 (2021) ▼ |
|---|---|
| KUV (P/S) | 10,51 vs. 11,80 (2021) ▼ |
| EV/EBITDA | 22,5 vs. 25,7 (2021) ▼ |
| FCF-Rendite | 3,2 % vs. 2,5 % (2021) ▲ |
| Buyback-Rendite | 2,0 % vs. 1,0 % (2021) ▲ |
| Ausschüttungsquote | 28,5 % vs. 20,9 % (2021) ▲ |
Qualität & Bilanz
| Bruttomarge | 74,4 % vs. 73,7 % (2021) ▲ |
|---|---|
| Operative Marge | 43,4 % vs. 45,7 % (2021) ▼ |
| Nettomarge | 31,9 % vs. 35,6 % (2021) ▼ |
| ROIC | 21,6 % vs. 20,7 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 1,3 vs. 2,0 (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 26,91 | 20,43 | 21,66 | 24,26 | 22,67 | |
| KUV (P/S) | 11,80 | 9,41 | 12,15 | 12,20 | 11,91 | |
| EV/EBITDA | 25,7 | 26,0 | 30,7 | 27,8 | 25,3 | |
| FCF-Rendite | 2,5 % | 2,3 % | 2,6 % | 2,9 % | 2,8 % | |
| Buyback-Rendite | 1,0 % | 1,9 % | 0,7 % | 1,5 % | 1,7 % | |
| Ausschüttungsquote | 20,9 % | 37,5 % | 35,1 % | 30,1 % | 28,5 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 73,7 % | 70,5 % | 71,5 % | 72,6 % | 74,4 % | |
| Operative Marge | 45,7 % | 34,4 % | 36,1 % | 40,6 % | 43,4 % | |
| Nettomarge | 35,6 % | 25,1 % | 27,2 % | 29,0 % | 31,9 % | |
| ROIC | 20,7 % | 13,2 % | 15,0 % | 18,2 % | 21,6 % | |
| Nettoverschuldung/EBITDA | 2,0 | 2,8 | 2,1 | 1,6 | 1,3 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 2.079.000.000 | 661.000.000 | 3,73 | 14.732.000.000 | 2.994.000.000 |
| 2025-12-31 | 10-K | 7.718.000.000 | 2.459.000.000 | 13,67 | 15.830.000.000 | 4.054.000.000 |
| 2025-09-30 | 10-Q | 2.007.000.000 | 646.000.000 | 3,60 | 15.415.000.000 | 3.957.000.000 |
| 2025-06-30 | 10-Q | 1.898.000.000 | 578.000.000 | 3,21 | 15.487.000.000 | 3.949.000.000 |
| 2025-03-31 | 10-Q | 1.924.000.000 | 625.000.000 | 3,46 | 15.096.000.000 | 3.700.000.000 |
| 2024-12-31 | 10-K | 7.088.000.000 | 2.058.000.000 | 11,26 | 15.505.000.000 | 3.565.000.000 |
| 2024-09-30 | 10-Q | 1.813.000.000 | 534.000.000 | 2,93 | 15.769.000.000 | 3.905.000.000 |
| 2024-06-30 | 10-Q | 1.817.000.000 | 552.000.000 | 3,02 | 15.013.000.000 | 3.778.000.000 |
| 2024-03-31 | 10-Q | 1.786.000.000 | 577.000.000 | 3,15 | 15.011.000.000 | 3.575.000.000 |
| 2023-12-31 | 10-K | 5.916.000.000 | 1.607.000.000 | 8,73 | 14.622.000.000 | 3.318.000.000 |
| 2023-09-30 | 10-Q | 1.472.000.000 | 389.000.000 | 2,11 | 14.191.000.000 | 3.191.000.000 |
| 2023-06-30 | 10-Q | 1.494.000.000 | 377.000.000 | 2,05 | 14.691.000.000 | 3.144.000.000 |
| 2023-03-31 | 10-Q | 1.470.000.000 | 501.000.000 | 2,72 | 14.719.000.000 | 2.891.000.000 |
| 2022-12-31 | 10-K | 5.468.000.000 | 1.374.000.000 | 7,44 | 14.349.000.000 | 2.519.000.000 |
| 2022-09-30 | 10-Q | 1.275.000.000 | 303.000.000 | 1,65 | 13.939.000.000 | 2.255.000.000 |
| 2022-06-30 | 10-Q | 1.381.000.000 | 327.000.000 | 1,77 | 14.315.000.000 | 2.294.000.000 |
| 2022-03-31 | 10-Q | 1.522.000.000 | 498.000.000 | 2,68 | 14.739.000.000 | 2.394.000.000 |
| 2021-12-31 | 10-K | 6.218.000.000 | 2.214.000.000 | 11,78 | 14.680.000.000 | 2.727.000.000 |
| 2021-09-30 | 10-Q | 1.526.000.000 | 474.000.000 | 2,53 | 14.414.000.000 | 2.430.000.000 |
| 2021-06-30 | 10-Q | 1.553.000.000 | 577.000.000 | 3,07 | 12.552.000.000 | 2.186.000.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Recurring Revenue | 4,8 Mrd. | 4,4 Mrd. | 4,1 Mrd. | 3,8 Mrd. | 3,4 Mrd. | 62,7 % | +9,8% | |
| Transaction Revenue | 2,9 Mrd. | 2,7 Mrd. | 1,8 Mrd. | 1,7 Mrd. | 2,8 Mrd. | 37,3 % | +7,5% |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| US | 4,2 Mrd. | 3,8 Mrd. | 3,1 Mrd. | 2,9 Mrd. | 3,4 Mrd. | 37,0 % | +8,7% | |
| Non Us | 3,5 Mrd. | 3,3 Mrd. | 2,8 Mrd. | 2,6 Mrd. | 2,8 Mrd. | 31,5 % | +9,1% | |
| EMEA | 2,4 Mrd. | 2,2 Mrd. | 1,9 Mrd. | 1,7 Mrd. | 1,9 Mrd. | 21,1 % | +9,3% | |
| Asia Pacific | 699,0 Mio. | 629,0 Mio. | 570,0 Mio. | 539,0 Mio. | 596,0 Mio. | 6,2 % | +11,1% | |
| Americas | 472,0 Mio. | 449,0 Mio. | 389,0 Mio. | 356,0 Mio. | 340,0 Mio. | 4,2 % | +5,1% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 23.04.2026 | 2,1 Mrd. USD | 3,73 |
| Q3 2025 | 30.09.2025 | 23.10.2025 | 2,0 Mrd. USD | 3,60 |
| Q2 2025 | 30.06.2025 | 24.07.2025 | 1,9 Mrd. USD | 3,21 |
| Q1 2025 | 31.03.2025 | 23.04.2026 | 1,9 Mrd. USD | 3,46 |
| Q3 2024 | 30.09.2024 | 23.10.2025 | 1,8 Mrd. USD | 2,93 |
| Q2 2024 | 30.06.2024 | 24.07.2025 | 1,8 Mrd. USD | 3,02 |
| Q1 2024 | 31.03.2024 | 23.04.2025 | 1,8 Mrd. USD | 3,15 |
| Q3 2023 | 30.09.2023 | 23.10.2024 | 1,5 Mrd. USD | 2,11 |
| Q2 2023 | 30.06.2023 | 24.07.2024 | 1,5 Mrd. USD | 2,05 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 23.04.2026 | 10-Q | 31.03.2026 | 23 Tage | SEC » |
| 18.02.2026 | 10-K | 31.12.2025 | 49 Tage | SEC » |
| 23.10.2025 | 10-Q | 30.09.2025 | 23 Tage | SEC » |
| 24.07.2025 | 10-Q | 30.06.2025 | 24 Tage | SEC » |
| 23.04.2025 | 10-Q | 31.03.2025 | 23 Tage | SEC » |
| 14.02.2025 | 10-K | 31.12.2024 | 45 Tage | SEC » |
| 23.10.2024 | 10-Q | 30.09.2024 | 23 Tage | SEC » |
| 24.07.2024 | 10-Q | 30.06.2024 | 24 Tage | SEC » |
| 02.05.2024 | 10-Q | 31.03.2024 | 32 Tage | SEC » |
| 14.02.2024 | 10-K | 31.12.2023 | 45 Tage | SEC » |
| 26.10.2023 | 10-Q | 30.09.2023 | 26 Tage | SEC » |
| 26.07.2023 | 10-Q | 30.06.2023 | 26 Tage | SEC » |
| 26.04.2023 | 10-Q | 31.03.2023 | 26 Tage | SEC » |
| 15.02.2023 | 10-K | 31.12.2022 | 46 Tage | SEC » |
| 26.10.2022 | 10-Q | 30.09.2022 | 26 Tage | SEC » |
| 27.07.2022 | 10-Q | 30.06.2022 | 27 Tage | SEC » |
| 02.05.2022 | 10-Q | 31.03.2022 | 32 Tage | SEC » |
| 22.02.2022 | 10-K | 31.12.2021 | 53 Tage | SEC » |
| 29.10.2021 | 10-Q | 30.09.2021 | 29 Tage | SEC » |
| 30.07.2021 | 10-Q | 30.06.2021 | 30 Tage | SEC » |
| 29.04.2021 | 10-Q | 31.03.2021 | 29 Tage | SEC » |
| 22.02.2021 | 10-K | 31.12.2020 | 53 Tage | SEC » |
| 30.10.2020 | 10-Q | 30.09.2020 | 30 Tage | SEC » |
| 31.07.2020 | 10-Q | 30.06.2020 | 31 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 12.01.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 21.08.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | TABLE OF CONTENTS ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN PRINCIPAL OFFICERS; ELECTION OF DIRECTORS… |
| 21.07.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | TABLE OF CONTENTS ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF… |
| 11.03.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Exchange Act. ☐ TABLE OF CONTENTS ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS… |
| 23.02.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | TABLE OF CONTENTS ITEM 5.02 APPOINTMENT OF CERTAIN OFFICERS; COMPENSATORY ARRANGEMENTS OF CERTAIN OFFICERS 3 … |
| 21.04.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 18.10.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 17.06.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 18.12.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 22.10.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS 3 ITEM… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-08 | 1 | 457,10 | 457 |
| 2026-04-22 | 1.059 | 459,59 | 486.706 |
| 2026-04-15 | 3 | 438,06 | 1.314 |
| 2026-04-06 | 80.097 | 440,79 | 35.305.957 |
| 2026-03-25 | 15 | 428,46 | 6.427 |
| 2026-03-03 | 4.185 | 466,10 | 1.950.629 |
| 2026-02-18 | 79.411 | 423,22 | 33.608.323 |
| 2026-02-04 | 1.603 | 471,05 | 755.093 |
| 2026-01-30 | 238 | 515,45 | 122.677 |
| 2026-01-21 | 11.292 | 517,30 | 5.841.352 |