Morgan Stanley sets USD 470 target for Moody's stock

Published on 10/13/2026 at 11:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Morgan Stanley kept Hold and set a USD 470.00 target on October 12, 2026. Moody's stock was at EUR 421.00 on October 13, 2026 in trading.

Key points in brief

Morgan Stanley maintained a Hold rating and set a USD 470.00 price target on October 12, 2026.
The target followed an 8.20 percent reduction from USD 512.00 announced on October 7, 2026.
Moody's reported USD 2.19 billion in second-quarter 2026 revenue, up 15.10 percent year over year.
The next quarterly results are scheduled for October 21, 2026, before NYSE trading.

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Moody's Corporation (ISIN US6153691059) was trading at EUR 421.00 at Lang & Schwarz on October 13, 2026 at 11:07 a.m. CEST. Morgan Stanley analyst Toni Kaplan maintained a Hold rating and set a USD 470.00 price target on October 12, 2026, according to Markets Insider. The latest target keeps valuation and credit-market conditions at the center of the stock story.

Target cut remains the key signal

Morgan Stanley had lowered its target from USD 512.00 to USD 470.00 on October 7, 2026, an 8.20 percent reduction, while retaining an Equal Weight rating, Markets Insider reported. The October 12 decision therefore confirmed the USD 470.00 level rather than introducing a new target.

The analyst cited weak third-quarter issuance after strong rate increases and difficult comparisons. That assessment gives the target cut a specific operating rationale, while the rating remains less negative than a sell recommendation.

What does the target imply?

The target discussion follows Moody's second-quarter 2026 results. Revenue reached USD 2.19 billion, up 15.10 percent from the second quarter of 2025, while net profit rose to USD 878.00 million from USD 578.00 million, according to Markets Insider. The results provide a strong earnings base, but the analyst commentary points to issuance conditions as the near-term counterweight.

Three dated signals for MCO

On October 2, 2026, Barclays analyst Manav Patnaik maintained a Buy rating and set a USD 575.00 target, according to Markets Insider. On October 7, 2026, Morgan Stanley cut its target to USD 470.00 from USD 512.00. On October 12, 2026, Morgan Stanley maintained Hold at USD 470.00.

Results date is October 21

Moody's will release third-quarter 2026 results before the NYSE opens on October 21, 2026. The investor teleconference is scheduled for 9:00 a.m. ET on the same date, according to Moody's Investor Relations. Analysts cited by MarketBeat expect third-quarter earnings of USD 4.24 per share and revenue of USD 2.07 billion.

EUR 421.00 in trading

The Lang & Schwarz indication stood at EUR 421.00 on October 13, 2026 at 11:07 a.m. CEST, with the quote in trading. Moody's primary listing is on the NYSE in USD, while the German reference price is stated in EUR.

The further course of trading is shown by the continuously updated real-time quote of Moody's stock.