We just covered the 10 Best Financial Stocks to Buy According to Warren Buffett and Moody's Corporation (NYSE:MCO) ranks 4th on this list.
Moody's Corporation (NYSE:MCO) is one of the most prominent long-term bets of Berkshire Hathaway. The stock has consistently featured in the 13F portfolio of the hedge fund since the fourth quarter of 2010. Back then, this position comprised more than 28 million shares. This holding stayed constant till mid-2013, when the fund reduced the stake by more than 12%, taking ownership to over 24 million shares. Another 1% reduction to this holding was made in late 2013. Since then, no changes have been registered against this holding. Filings for the first quarter of 2026 show that the fund owned 24.6 million shares in the firm.
Moody's Corporation (NYSE:MCO) recently beat market expectations on earnings per share and revenue for the first quarter of 2026, demonstrating that the dual-engine business model, Ratings and ******* ytics, is operating at peak efficiency. The firm posted an adjusted EPS of $4.33, comfortably beating Wall Street consensus projections of $4.26 per share. Total revenue climbed to $2.08 billion, driven by a recovery in global credit markets. While debt issuance volumes can fluctuate with macro cycles, hedge funds are highly attracted to the predictability of the Moody's ******* ytics segment, which acts as a recurring software-as-a-service engine.
While we acknowledge the potential of MCO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: Growth Stock Portfolio: 12 Stock Picks by Carl C. Icahn and Chris Rokos Stock Portfolio: Top 10 Stock Picks.
Moody's Corporation (NYSE:MCO) is one of the most prominent long-term bets of Berkshire Hathaway. The stock has consistently featured in the 13F portfolio of the hedge fund since the fourth quarter of 2010. Back then, this position comprised more than 28 million shares. This holding stayed constant till mid-2013, when the fund reduced the stake by more than 12%, taking ownership to over 24 million shares. Another 1% reduction to this holding was made in late 2013. Since then, no changes have been registered against this holding. Filings for the first quarter of 2026 show that the fund owned 24.6 million shares in the firm.
Moody's Corporation (NYSE:MCO) recently beat market expectations on earnings per share and revenue for the first quarter of 2026, demonstrating that the dual-engine business model, Ratings and ******* ytics, is operating at peak efficiency. The firm posted an adjusted EPS of $4.33, comfortably beating Wall Street consensus projections of $4.26 per share. Total revenue climbed to $2.08 billion, driven by a recovery in global credit markets. While debt issuance volumes can fluctuate with macro cycles, hedge funds are highly attracted to the predictability of the Moody's ******* ytics segment, which acts as a recurring software-as-a-service engine.
While we acknowledge the potential of MCO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: Growth Stock Portfolio: 12 Stock Picks by Carl C. Icahn and Chris Rokos Stock Portfolio: Top 10 Stock Picks.
4 months ago
