Patriot Investment Management Group 13F: Exits MCO Stake

Patriot Investment Management Group completely closed out its position in Moody's Corporation (NYSE: MCO), parting ways with every last share it held in the risk assessment firm. The divestment was revealed in a Form 13F filing submitted to the Securities and Exchange Commission on October 15, 2026.

Inside Patriot Investment Management Group's Moody's Trade

According to the filing, Patriot Investment sold out of its entire holding, getting rid of 1,689 shares. Because 13F filings look backward at institutional holdings from the previous quarter, this report reflects the fund's position at that time and may not reflect where things stand today. Selling out completely means the fund no longer holds any exposure to the company through this specific vehicle.

Other Institutional Activity in Moody's Corporation

Other large institutional investors adjusted their holdings around the same reporting window. Berkshire Hathaway, Inc kept its massive stake steady at 24,669,778 shares worth about $11,966,569,395 with zero change in units. TCI Fund Management Ltd also held its ground, keeping 14,334,027 shares valued at roughly $6,953,006,581. On the other hand, Blackrock Inc. trimmed its position by 665,561 shares, ending with 12,461,878 shares worth about $6,044,883,252 after a 5.1% reduction. Vanguard Capital Management LLC cut its holdings by 127,523 shares, wrapping up the period with 9,757,973 shares valued at roughly $4,733,300,034 following a 1.3% decrease. State Street Corporation lowered its stake by 27,126 shares, leaving it with 7,111,386 shares worth about $3,449,520,059 after a 0.4% drop.

Moody's Corporation Stock Up 4.2%

Moody's shares recently traded around $482.28 as of October 16, 2026. The stock sits roughly 1.0% above its 50-day moving average of $477.32 and about 2.8% above its 200-day moving average of $469.15. Even so, the shares trade down about 11.8% from their 52-week high of $546.88 while holding about 19.9% above their 52-week low of $402.28.

Recent Earnings

Moody's pulled in trailing twelve-month revenues of $8.16 billion alongside basic trailing 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%. Investors won't have to wait long for the next update, with the company's next earnings release scheduled for October 21, 2026.

Dividend

Moody's pays an annual dividend yielding 0.85%, supported by a dividend payout ratio of 25.0% from its earnings.

Insider Buying and Selling at Moody's Corporation

Company insiders executed several transactions prior to the filing. General Counsel Richard G Steele sold 157 shares on July 1, 2026, at an average price of $455.49 for a total value of $71,512. Chief Executive Officer Robert Fauber completed three sales: 1,467 shares on July 1, 2026, at $455.49 each for $668,204; 1,467 shares on August 3, 2026, at $484.30 each for $710,468; and 1,467 shares on September 1, 2026, at $501.89 each for $736,273.

Analysts Set New Price Targets

Wall Street analysts updated their views on the stock across several dates. On July 23, 2026, Baird maintained its Outperform rating and raised its price target to $572 from $557. On July 27, 2026, Mizuho kept a Neutral rating while lifting its target to $530 from $521. Later, on October 7, 2026, Morgan Stanley kept an Equal-Weight rating and lowered its target to $470 from $512. BMO Capital kept a Market Perform rating on October 13, 2026, while adjusting its target down to $490 from $515. Finally, on October 14, 2026, JP Morgan maintained an Overweight rating while nudging its target to $555 from $570. Across 21 analyst opinions tracked by consensus, the stock carries a buy recommendation and a mean price target of $555.43.

About Moody's Corporation

Moody's Corporation operates as an integrated risk assessment firm split into two main divisions: Moody's Analytics and Moody's Investors Service. The analytics branch builds products that help institutional participants manage risk in financial markets, while the rating service evaluates debt instruments and issuers. Institutional reshuffling like Patriot Investment's exit unfolds against the backdrop of these broader financial data operations.

Bottom Line

Patriot Investment's complete exit removes its small footprint from the stock. Investors will likely look toward the upcoming earnings report on October 21, 2026, for fresh clues on the company's financial trajectory. Because 13F reports look backward, the filing captures past positioning rather than today's reality. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.