MCO Moody's Corporation Common Stock
Acerca de Moody's Corporation Common Stock Descripción general de la empresa de Wikipedia
Moody's Corporation es la sociedad matriz de Moody's Investors Service, una agencia de calificación de riesgo estadounidense que realiza la investigación financiera internacional y el análisis de las entidades comerciales y gubernamentales. La empresa también califica la solvencia de los prestatarios mediante una escala de calificaciones estandarizadas. La compañía tiene una participación del 40 % en el mercado mundial de calificación crediticia, así como su principal rival, Standard & Poor's. Es considerada una de las tres agencias de calificación de crédito más grandes, junto a Standard & Poor's y Fitch Ratings y, en 2013, acumulaban entre las tres una cuota de mercado del 95%.
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Moody's Corporation (NYSE: MCO) es la sociedad matriz de Moody's Investors Service, una agencia de calificación de riesgo estadounidense que realiza la investigación financiera internacional y el análisis de las entidades comerciales y gubernamentales. La empresa también califica la solvencia de los prestatarios mediante una escala de calificaciones estandarizadas. La compañía tiene una participación del 40 % en el mercado mundial de calificación crediticia, así como su principal rival, Standard & Poor's. Es considerada una de las tres agencias de calificación de crédito más grandes, junto a Standard & Poor's y Fitch Ratings y, en 2013, acumulaban entre las tres una cuota de mercado del 95%.
Moody's fue fundada en 1909 por John Moody. Los principales propietarios institucionales de Moody's incluyen la compañía de Warren Buffett Berkshire Hathaway, y Davis Selected Advisers.
Su oficina central se encuentra en el 7 World Trade Center en el bajo Manhattan, Nueva York.
Historia
Moody's fue fundada en 1909 por John Moody, después de haber quebrado en la rotura de bolsa de 1907 no haciendo frente a sus deudas. A partir de "Analyses of Railroad Investments", un libro sobre los valores de vías férreas, con calificaciones de letras para evaluar su riesgo. Moody's Investors Service se incorporó el 1 la cobertura a los bonos municipales de EE. UU. En 1924, las calificaciones de Moody's cubrían casi el 100 por ciento del mercado de bonos de EE. UU.
En la década de 1970, Moody's se expandió a la deuda comercial, y también comenzó la práctica, junto con otras agencias de calificación, de cobrar a los emisores de bonos por la calificación, así como a inversores.
El número de países cubiertos por Moody's ha aumentado de 3 en 1975, a 33 en 1990 y a más de 100 en el año 2000. Los anuncios de Moody's sobre posible o real rebaja de calificación de los bonos de un país puede tener un gran impacto político y económico, como por ejemplo en Canadá en 1995.
Crítica
Las agencias de calificación crediticia como Moody's han sido objeto de críticas en la estela de grandes pérdidas en el mercado de obligaciones de deuda colateralizadas (collateralized debt obligation o CDO) que se produjeron a pesar de serle asignadas la máxima calificación por las agencias.
Controversia en Portugal
El 5 de julio de 2011 la deuda soberana portuguesa fue degradada de categoría hasta la Ba2 lo que enfureció a la Unión Europea y a Portugal. Moody's fue acusada de especular con los mercados y de atacar a la economía europea. Además, la legitimidad de las agencias estadounidenses fue puesta en duda.
Las empresas públicas y de infraestructuras de Portugal como ANA-Aeroportos de Portugal, Energías de Portugal, Redes Energéticas Nacionais, y Brisa - Auto-estradas de Portugal fueron también degradadas a pesar de tener unos perfiles financieros sólidos y beneficios importantes.
Los ciudadanos portugueses calificaron a las acciones de Moody's como terrorismo económico y se lanzaron a varias iniciativas, entre ellas bloquear las páginas de Moody's en los servidores portugueses. El 11 de julio de ese año la website de Moody's estuvo deshabilitada en Portugal y en otros países por un ataque DDos.
Calificaciones de Moody's
Especial
WR - Calificación Retirada
NR - No calificado
P - Provisional
Calificaciones a corto plazo
P-1 - Moody juzga Prime-1 como de "una capacidad superior para reembolsar las obligaciones de deuda a corto plazo".
P-2 - Moody juzga Prime-2 como "fuerte capacidad para pagar obligaciones de deuda a corto plazo".
P-3 - Moody juzga Prime-3 como de "una capacidad aceptable de reembolsar las obligaciones a corto plazo".
NP - Moody considera "Not Prime" por no pertenecer "a ninguna de las categorías de calificación Prime".
Las calificaciones individuales bancarias
Moody's también califica la fortaleza financiera de cada banco.
A - "Fortaleza financiera intrínseca superior"
B - "Fuerte fortaleza financiera intrínseca"
C - "Adecuada fortaleza financiera intrínseca"
D - "Modesta fuerza intrínseca financiera, que puede necesitar algún apoyo exterior a veces"
E - "Muy modesta fuerza intrínseca financiera, con una probabilidad mayor de ayuda externa periódica"
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
MCO Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
MCO Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 15 de mayo de 2026 | $1,0300 |
| 2 de marzo de 2026 | $1,0300 |
| 21 de noviembre de 2025 | $0,9400 |
| 15 de agosto de 2025 | $0,9400 |
| 16 de mayo de 2025 | $0,9400 |
| 25 de febrero de 2025 | $0,9400 |
| 22 de noviembre de 2024 | $0,8500 |
| 16 de agosto de 2024 | $0,8500 |
| 16 de mayo de 2024 | $0,8500 |
| 22 de febrero de 2024 | $0,8500 |
| 22 de noviembre de 2023 | $0,7700 |
| 17 de agosto de 2023 | $0,7700 |
| 18 de mayo de 2023 | $0,7700 |
| 23 de febrero de 2023 | $0,7700 |
| 22 de noviembre de 2022 | $0,7000 |
| 18 de agosto de 2022 | $0,7000 |
| 19 de mayo de 2022 | $0,7000 |
| 24 de febrero de 2022 | $0,7000 |
| 22 de noviembre de 2021 | $0,6200 |
| 19 de agosto de 2021 | $0,6200 |
MCO Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 9 29,0%
- Compra 13 41,9%
- Mantener 9 29,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
21 analistas · 2026-08-14Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $4.68 | $4.28 | 0.40% |
| 31 de marzo de 2026 | $4.33 | $4.26 | 0.07% |
| 31 de diciembre de 2025 | $3.64 | $3.45 | 0.19% |
| 30 de septiembre de 2025 | $3.92 | $3.71 | 0.21% |
| 30 de junio de 2025 | $3.56 | $3.43 | 0.13% |
| 31 de marzo de 2025 | $3.83 | $3.57 | 0.26% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| MCO | — | 37.4 | 8.9% | 31.9% | 64.5% | — |
| SPGI | $156.15B | 35.6 | 7.9% | 29.1% | 13.9% | — |
| CME | — | 24.5 | 6.4% | 62.5% | 14.8% | — |
| ICE | $91.83B | 28.1 | 7.5% | 26.2% | 11.7% | — |
| NDAQ | $55.35B | 31.4 | 11.7% | 21.6% | 15.3% | 63.5% |
| MSCI | $42.21B | 36.6 | 9.8% | 38.4% | -67.9% | — |
| COIN | $60.57B | 50.8 | 9.4% | 17.5% | 9.4% | — |
| TW | $25.32B | 28.4 | 18.9% | 39.6% | 13.2% | — |
| FDS | $14.05B | 24.0 | 5.4% | 25.7% | 28.1% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.72B | $7.09B | $5.92B | $5.47B | $6.22B | $5.37B | $4.83B | $4.44B | $4.20B | $3.60B | $3.48B | $3.33B | |
| Cost of Revenue | $1.97B | $1.95B | $1.69B | $1.61B | $1.64B | $1.48B | $1.39B | $1.25B | $1.22B | · | · | · | |
| R&D Expense | · | · | · | · | · | · | · | $51M | $42M | $40M | $29M | $38M | |
| SG&A Expense | $1.80B | $1.74B | $1.63B | $1.53B | $1.48B | $1.23B | $1.17B | $1.08B | $986M | $931M | $921M | $869M | |
| Operating Expenses | $4.37B | $4.21B | $3.78B | $3.58B | $3.37B | $2.98B | $2.83B | $2.58B | $2.38B | $2.95B | $2.01B | $1.90B | |
| Operating Income | $3.35B | $2.88B | $2.14B | $1.88B | $2.84B | $2.39B | $2.00B | $1.87B | $1.82B | $651M | $1.47B | $1.44B | |
| Interest Income | · | · | · | · | · | · | $17M | $15M | $16M | $11M | $10M | $7M | |
| Other Non-op | $-31M | $61M | $49M | $38M | $82M | $46M | $20M | $19M | $4M | $64M | $21M | $36M | |
| Pretax Income | $3.13B | $2.70B | $1.94B | $1.76B | $2.75B | $2.23B | $1.81B | $1.67B | $1.79B | $558M | $1.38B | $1.46B | |
| Income Tax | $668M | $640M | $327M | $386M | $541M | $452M | $381M | $352M | $779M | $282M | $430M | $455M | |
| Net Income | $2.46B | $2.06B | $1.61B | $1.37B | $2.21B | $1.78B | $1.42B | $1.31B | $1.00B | $267M | $941M | $989M | |
| EPS (Basic) | $13.73 | $11.32 | $8.77 | $7.47 | $11.88 | $9.48 | $7.51 | $6.84 | $5.24 | $1.38 | $4.70 | $4.69 | |
| EPS (Diluted) | $13.67 | $11.26 | $8.73 | $7.44 | $11.78 | $9.39 | $7.42 | $6.74 | $5.15 | $1.36 | $4.63 | $4.61 | |
| Shares (Basic) | 179,100,000 | 181,800,000 | 183,200,000 | 183,900,000 | 186,400,000 | 187,600,000 | 189,300,000 | 191,600,000 | 191,100,000 | 192,700,000 | 200,100,000 | 210,700,000 | |
| Shares (Diluted) | 179,900,000 | 182,700,000 | 184,000,000 | 184,700,000 | 187,900,000 | 189,300,000 | 191,600,000 | 194,400,000 | 194,200,000 | 195,400,000 | 203,400,000 | 214,700,000 | |
| EBITDA | $3.35B | $2.88B | $2.14B | $1.88B | $2.84B | $2.39B | $2.00B | $1.87B | $1.81B | $639M | $1.47B | $1.51B |
Balance general 29
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.38B | $2.41B | $2.13B | $1.77B | $1.81B | $2.60B | $1.83B | $1.69B | $1.07B | $2.05B | $1.76B | $1.22B | |
| Short-term Investments | $64M | $566M | $63M | $90M | $91M | $99M | $98M | $133M | $112M | $173M | $475M | $458M | |
| Receivables | $2.02B | $1.80B | $1.66B | $1.65B | $1.72B | $1.43B | $1.42B | $1.29B | $1.15B | $887M | $802M | $792M | |
| Prepaid Expense | $184M | $179M | $133M | $119M | $99M | $91M | $71M | $67M | $92M | $66M | $67M | $60M | |
| Other Current Assets | $714M | $515M | $489M | $583M | $389M | $383M | $330M | $282M | $250M | $141M | $180M | $172M | |
| Current Assets | $5.19B | $5.29B | $4.34B | $4.09B | $4.01B | $4.51B | $3.68B | $3.39B | $2.58B | $3.25B | $3.24B | $2.69B | |
| PP&E (Net) | $722M | $656M | $603M | $502M | $347M | $278M | $292M | $320M | $325M | $326M | $306M | $302M | |
| PP&E (Gross) | $2.29B | $2.11B | $1.88B | $1.62B | $1.36B | $1.21B | $1.13B | $1.11B | $1.03B | $921M | $825M | $754M | |
| Accum. Depreciation | $1.57B | $1.45B | $1.27B | $1.12B | $1.01B | $928M | $839M | $790M | $706M | $596M | $519M | $452M | |
| Goodwill | $6.37B | $5.99B | $5.96B | $5.84B | $6.00B | $4.56B | $3.72B | $3.78B | $3.75B | $1.02B | $976M | $1.02B | |
| Intangibles | $1.87B | $1.89B | $2.05B | $2.21B | $2.47B | $1.82B | $1.50B | $1.57B | $1.63B | $296M | $299M | $346M | |
| Other Non-current Assets | $1.10B | $1.17B | $1.14B | $1.09B | $1.03B | $515M | $389M | $275M | $160M | $112M | $140M | $146M | |
| Total Assets | $15.83B | $15.51B | $14.62B | $14.35B | $14.68B | $12.41B | $10.27B | $9.53B | $8.59B | $5.33B | $5.10B | $4.67B | |
| Accounts Payable | $62M | $53M | $23M | $52M | $47M | $39M | $38M | $30M | $22M | $28M | $22M | $19M | |
| Short-term Debt | · | · | · | · | · | · | · | · | $130M | · | · | · | |
| Current Liabilities | $2.98B | $3.60B | $2.50B | $2.38B | $2.50B | $2.22B | $1.91B | $2.10B | $2.06B | $2.43B | $1.22B | $1.20B | |
| Capital Leases | $262M | $216M | $306M | $368M | $455M | $427M | $485M | · | · | · | · | · | |
| Deferred Tax | $315M | $449M | $402M | $457M | $488M | $404M | $357M | $352M | $342M | $104M | $84M | $96M | |
| Other Non-current Liabilities | $859M | $517M | $676M | $674M | $438M | $590M | $504M | $576M | $664M | $425M | $417M | $431M | |
| Total Liabilities | $11.62B | $11.78B | $11.15B | $11.66B | $11.76B | $10.65B | $9.43B | $8.87B | $8.71B | $6.35B | $5.44B | $4.63B | |
| Long-term Debt | $6.99B | $7.43B | $7.00B | $7.39B | $7.41B | $6.42B | $5.58B | $5.68B | $5.41B | $3.36B | $3.38B | · | |
| Total Debt | $6.99B | $7.43B | $7.00B | $7.39B | · | · | $5.58B | $5.68B | $5.54B | $3.36B | $3.40B | $2.55B | |
| Common Stock | $3M | $3M | $3M | · | · | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Retained Earnings | $17.85B | $16.07B | $14.66B | $13.62B | $12.76B | $11.01B | $9.66B | $8.59B | $7.47B | $6.69B | $6.71B | $6.04B | |
| Treasury Stock | $14.98B | $13.32B | $12.01B | $11.51B | $10.51B | $9.75B | $9.25B | $8.31B | $8.15B | $8.03B | $7.39B | $6.38B | |
| AOCI | $-500M | $-638M | $-567M | $-643M | $-410M | $-432M | $-439M | $-426M | $-172M | $-365M | $-340M | $-235M | |
| Stockholders' Equity | $4.05B | $3.56B | $3.32B | $2.52B | $2.73B | $1.57B | $612M | $459M | $-328M | $-1.23B | $-565M | $-188M | |
| Liabilities + Equity | $15.83B | $15.51B | $14.62B | $14.35B | $14.68B | $12.41B | $10.27B | $9.53B | $8.59B | $5.33B | $5.10B | $4.67B | |
| Shares Outstanding | · | · | · | · | · | · | · | · | · | · | 10,000,000 | 10,000,000 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $480M | $431M | $373M | $331M | $257M | $220M | $200M | $192M | $158M | $127M | $114M | $67M | |
| Stock-based Comp | $232M | $220M | $193M | $169M | $175M | $154M | $136M | $130M | $123M | $98M | $87M | $80M | |
| Deferred Tax | $-17M | $-62M | $-38M | $48M | $-218M | $-44M | $-38M | $-99M | $88M | $-153M | $18M | $30M | |
| Amort. of Intangibles | $215M | $198M | $198M | $200M | $158M | $124M | $103M | $102M | $61M | $34M | $32M | $28M | |
| Restructuring | $108M | $59M | $87M | $114M | $0 | $50M | $60M | $49M | $0 | $12M | · | · | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | · | $-148M | |
| Operating Cash Flow | $2.90B | $2.84B | $2.15B | $1.47B | $2.00B | $2.15B | $1.68B | $1.46B | $755M | $1.26B | $1.20B | $1.02B | |
| CapEx | $326M | $317M | $271M | $283M | $139M | $103M | $69M | $91M | $91M | $115M | $89M | $75M | |
| Investing Cash Flow | $2M | $-1.06B | $-247M | $-262M | $-2.62B | $-1.08B | $36M | $-406M | $-3.42B | $102M | $-92M | $-565M | |
| Stock Repurchased | $1.61B | $1.29B | $490M | $983M | $750M | $503M | $991M | $203M | $200M | $739M | $1.10B | $1.22B | |
| Net Stock Activity | $-1.61B | $-1.29B | $-490M | $-983M | $-750M | $-503M | $-991M | $-203M | $-200M | $-739M | $-1.10B | $-1.22B | |
| Dividends Paid | $701M | $620M | $564M | $515M | $463M | $420M | $378M | $337M | $290M | $285M | $272M | $236M | |
| Financing Cash Flow | $-3.06B | $-1.45B | $-1.58B | $-1.21B | $-122M | $-351M | $-1.56B | $-412M | $1.60B | $-1.04B | $-506M | $-1.06B | |
| Net Change in Cash | $-24M | $278M | $361M | $-42M | $-786M | $765M | $147M | $613M | $-980M | $294M | $538M | $-700M | |
| Taxes Paid | $825M | $613M | $344M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $2.58B | $2.52B | $1.88B | $1.19B | $1.87B | $2.04B | $1.61B | $1.37B | $657M | $1.11B | $1.06B | $944M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 43.4% | 40.6% | 36.1% | 34.4% | 45.7% | 44.5% | 41.4% | 42.0% | 43.0% | 17.7% | 42.3% | 43.2% | |
| Net Margin | 31.9% | 29.0% | 27.2% | 25.1% | 35.6% | 33.1% | 29.4% | 29.5% | 23.8% | 7.4% | 27.0% | 29.6% | |
| Pretax Margin | 40.6% | 38.1% | 32.7% | 32.2% | 44.3% | 41.5% | 37.5% | 37.6% | 42.5% | 15.5% | 39.6% | 43.8% | |
| EBITDA Margin | 43.4% | 40.6% | 36.1% | 34.4% | 45.7% | 44.5% | 41.4% | 42.0% | 43.0% | 17.7% | 42.3% | 45.2% | |
| ROA | 15.7% | 13.7% | 11.1% | 9.5% | 16.4% | 15.7% | 14.4% | 14.4% | 14.4% | 5.1% | 19.2% | 21.8% | |
| ROE | 64.5% | 59.8% | 55.1% | 52.4% | 103.1% | 163.0% | 265.6% | 1981.2% | -128.9% | -29.8% | -250.1% | 1325.3% | |
| ROIC | 23.9% | 20.0% | 17.2% | 14.8% | 83.8% | 121.3% | 25.5% | 24.0% | 19.6% | 14.8% | 35.8% | 42.0% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.5 | 1.7 | 1.7 | 1.6 | 2.0 | 1.9 | 1.6 | 1.3 | 1.3 | 2.7 | 2.2 | |
| Quick Ratio | 1.5 | 1.3 | 1.5 | 1.5 | 1.5 | 1.9 | 1.8 | 1.5 | 1.1 | 1.3 | 2.5 | 2.1 | |
| Debt / Equity | 1.7 | 2.1 | 2.1 | 2.9 | · | · | 9.1 | 12.3 | -16.9 | -2.7 | -6.0 | -13.6 | |
| LT Debt / Equity | 1.7 | 1.9 | 2.1 | 2.9 | · | · | 9.1 | 11.4 | -15.6 | -2.5 | -6.0 | -13.6 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | 0.7 | 0.7 | 0.7 | |
| Receivables Turnover | 4.0 | 4.1 | 3.6 | 3.2 | 3.9 | 3.8 | 3.6 | 3.7 | 4.1 | 4.3 | 4.4 | 4.5 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.9% | 19.8% | 8.2% | -12.1% | 15.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.2% | 4.5% | 3.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 21.4% | 29.0% | 17.3% | -36.8% | 25.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 22.5% | -1.5% | -2.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 19.5% | 28.1% | 17.0% | -37.9% | 24.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 21.4% | -2.4% | -3.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 10.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.72B | $7.09B | $5.92B | $5.47B | $6.22B | $5.37B | $4.83B | $4.44B | $4.20B | $3.60B | $3.48B | $3.33B | |
| Net Income TTM | $2.46B | $2.06B | $1.61B | $1.37B | $2.21B | $1.78B | $1.42B | $1.31B | $1.00B | $267M | $941M | $989M | |
| Market Cap | · | · | · | · | · | · | · | · | · | · | $1.00B | $958M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | $2.17B | $1.83B | |
| P/E | 37.4 | 42.0 | 44.7 | 37.4 | 33.2 | 30.9 | 32.0 | 20.8 | 28.7 | 69.3 | 21.7 | 20.8 | |
| P/S | · | · | · | · | · | · | · | · | · | · | 0.3 | 0.3 | |
| P/B | · | · | · | · | · | · | · | · | · | · | -1.8 | -5.1 | |
| P / Cash Flow | · | · | · | · | · | · | · | · | · | · | 0.9 | 0.9 | |
| P / FCF | · | · | · | · | · | · | · | · | · | · | 0.9 | 1.0 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | 1.5 | 1.2 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | · | 2.0 | 1.9 | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | 0.6 | 0.5 | |
| Dividend Yield | · | · | · | · | · | · | · | · | · | · | 27.1% | 24.6% | |
| Earnings Yield | 2.7% | 2.4% | 2.2% | 2.7% | 3.0% | 3.2% | 3.1% | 4.8% | 3.5% | 1.4% | 4.6% | 4.8% | |
| Payout Ratio | 28.5% | 30.1% | 35.1% | 37.5% | 20.9% | 23.6% | 26.6% | 25.8% | 29.0% | 106.9% | 28.9% | 23.9% | |
| Annual Payout | $701M | $620M | $564M | $515M | $463M | $420M | $378M | $337M | $290M | $285M | $272M | $236M |
Estado de resultados 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.19B | $2.08B | $1.89B | $2.01B | $1.90B | $1.92B | $1.67B | $1.81B | $1.82B | $1.79B | $1.48B | $1.47B | $1.49B | $1.47B | $1.29B | $1.27B | |
| Cost of Revenue | $518M | $531M | $501M | $492M | $489M | $491M | $497M | $512M | $469M | $467M | $421M | $412M | $426M | $428M | $410M | $393M | |
| SG&A Expense | $463M | $477M | $468M | $453M | $443M | $439M | $442M | $434M | $446M | $413M | $428M | $403M | $415M | $386M | $403M | $385M | |
| Operating Expenses | $1.14B | $1.16B | $1.12B | $1.09B | $1.08B | $1.08B | $1.11B | $1.07B | $1.04B | $985M | $982M | $937M | $944M | $916M | $984M | $862M | |
| Operating Income | $1.05B | $922M | $770M | $917M | $818M | $846M | $561M | $738M | $775M | $801M | $498M | $535M | $550M | $554M | $306M | $413M | |
| Other Non-op | $2M | $14M | $-73M | $8M | $15M | $19M | $16M | $25M | $7M | $13M | $18M | $18M | $13M | $0 | $16M | $26M | |
| Pretax Income | $1.17B | $870M | $687M | $867M | $772M | $804M | $525M | $703M | $719M | $752M | $450M | $487M | $492M | $506M | $327M | $381M | |
| Income Tax | $292M | $209M | $76M | $220M | $193M | $179M | $130M | $169M | $166M | $175M | $110M | $97M | $115M | $5M | $81M | $78M | |
| Net Income | $878M | $661M | $610M | $646M | $578M | $625M | $395M | $534M | $552M | $577M | $340M | $389M | $377M | $501M | $246M | $303M | |
| EPS (Basic) | $5.04 | $3.74 | $3.43 | $3.61 | $3.22 | $3.47 | $2.19 | $2.94 | $3.03 | $3.16 | $1.87 | $2.12 | $2.05 | $2.73 | $1.35 | $1.65 | |
| EPS (Diluted) | $5.03 | $3.73 | $3.40 | $3.60 | $3.21 | $3.46 | $2.16 | $2.93 | $3.02 | $3.15 | $1.85 | $2.11 | $2.05 | $2.72 | $1.34 | $1.65 | |
| Shares (Basic) | 174,100,000 | 176,800,000 | -359,500,000 | 178,900,000 | 179,700,000 | 180,000,000 | -364,800,000 | 181,700,000 | 182,300,000 | 182,600,000 | -366,900,000 | 183,300,000 | 183,500,000 | 183,300,000 | -368,500,000 | 183,200,000 | |
| Shares (Diluted) | 174,500,000 | 177,300,000 | -360,600,000 | 179,600,000 | 180,200,000 | 180,700,000 | -366,200,000 | 182,500,000 | 183,000,000 | 183,400,000 | -368,200,000 | 184,000,000 | 184,100,000 | 184,100,000 | -370,200,000 | 183,900,000 | |
| EBITDA | $1.05B | $922M | · | $917M | $818M | $846M | · | $738M | $775M | $801M | · | $535M | $550M | $554M | · | $413M |
Balance general 27
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.47B | $1.47B | $2.38B | $2.18B | $2.17B | $2.14B | $2.41B | $2.64B | $2.63B | $2.48B | · | $2.01B | $2.28B | $2.12B | · | $1.66B | |
| Short-term Investments | $29M | $41M | $64M | $78M | $116M | $62M | $566M | $573M | $63M | $58M | · | $73M | $57M | $78M | · | $89M | |
| Receivables | $1.92B | $2.04B | $2.02B | $1.77B | $1.78B | $1.85B | $1.80B | $1.71B | $1.69B | $1.83B | · | $1.51B | $1.54B | $1.71B | · | $1.52B | |
| Prepaid Expense | $172M | $214M | $184M | $188M | $159M | $184M | $179M | $168M | $162M | $147M | · | $137M | $112M | $131M | · | $105M | |
| Other Current Assets | $567M | $660M | $714M | $566M | $573M | $514M | $515M | $470M | $489M | $437M | · | $445M | $513M | $517M | · | $463M | |
| Current Assets | $3.98B | $4.21B | $5.19B | $4.60B | $4.64B | $4.57B | $5.29B | $5.39B | $4.88B | $4.81B | · | $4.04B | $4.39B | $4.43B | · | $3.73B | |
| PP&E (Net) | $754M | $735M | $722M | $712M | $689M | $671M | $656M | $662M | $652M | $613M | · | $573M | $541M | $525M | · | $472M | |
| PP&E (Gross) | · | · | $2.29B | · | · | · | $2.11B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $1.58B | $1.63B | $1.57B | $1.51B | $1.59B | $1.51B | $1.45B | $1.44B | $1.38B | $1.32B | · | $1.23B | $1.20B | $1.15B | · | $1.08B | |
| Goodwill | $6.32B | $6.33B | $6.37B | $6.46B | $6.48B | $6.24B | $5.99B | $6.15B | $5.89B | $5.91B | $5.96B | $5.83B | $5.93B | $5.89B | $5.84B | $5.62B | |
| Intangibles | $1.75B | $1.80B | $1.87B | $1.92B | $1.99B | $1.98B | $1.89B | $1.97B | $1.93B | $1.98B | · | $2.06B | $2.14B | $2.18B | · | $2.18B | |
| Other Non-current Assets | $1.09B | $1.12B | $1.10B | $1.14B | $1.15B | $1.14B | $1.17B | $1.09B | $1.15B | $1.17B | · | $1.13B | $1.10B | $1.10B | · | $1.22B | |
| Total Assets | $14.68B | $14.73B | $15.83B | $15.41B | $15.49B | $15.10B | $15.51B | $15.77B | $15.01B | $15.01B | · | $14.19B | $14.69B | $14.72B | · | $13.94B | |
| Accounts Payable | $48M | $97M | $62M | $54M | $53M | $98M | $53M | $50M | $57M | $88M | · | $41M | $37M | $70M | · | $34M | |
| Current Liabilities | $3.35B | $3.64B | $2.98B | $2.50B | $2.65B | $2.92B | $3.60B | $3.23B | $3.22B | $3.38B | · | $2.27B | $2.67B | $2.99B | · | $2.07B | |
| Capital Leases | $483M | $256M | $262M | $282M | $214M | $210M | $216M | $245M | $254M | $280M | · | $316M | $344M | $349M | · | $389M | |
| Deferred Tax | $292M | $311M | $315M | $348M | $355M | $439M | $449M | $416M | $465M | $458M | · | $483M | $485M | $476M | · | $604M | |
| Other Non-current Liabilities | $791M | $774M | $859M | $901M | $913M | $574M | $517M | $661M | $618M | $635M | · | $647M | $689M | $610M | · | $588M | |
| Total Liabilities | $11.51B | $11.59B | $11.62B | $11.30B | $11.38B | $11.24B | $11.78B | $11.70B | $11.07B | $11.28B | · | $10.84B | $11.38B | $11.66B | · | $11.51B | |
| Long-term Debt | $6.95B | $6.96B | $6.99B | $6.98B | $6.97B | $6.82B | $7.43B | $7.57B | $6.94B | $6.94B | · | $6.85B | $7.22B | $7.46B | · | $7.48B | |
| Total Debt | $6.95B | $6.96B | · | $6.98B | $6.97B | $6.82B | · | $7.57B | $6.94B | $6.94B | · | $6.85B | $7.22B | $7.46B | · | $7.48B | |
| Common Stock | · | · | $3M | · | · | · | $3M | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | $19.03B | $18.33B | $17.85B | $17.41B | $16.93B | $16.53B | $16.07B | $15.86B | $15.48B | $15.08B | · | $14.46B | $14.21B | $13.98B | · | $13.50B | |
| Treasury Stock | $17.20B | $16.51B | $14.98B | $14.54B | $14.02B | $13.73B | $13.32B | $12.84B | $12.41B | $12.15B | · | $11.79B | $11.63B | $11.57B | · | $11.51B | |
| AOCI | $-554M | $-519M | $-500M | $-538M | $-519M | $-578M | $-638M | $-503M | $-617M | $-608M | · | $-652M | $-570M | $-589M | · | $-748M | |
| Stockholders' Equity | $3.02B | $2.99B | $4.05B | $3.96B | $3.95B | $3.70B | $3.56B | $3.90B | $3.78B | $3.58B | · | $3.19B | $3.14B | $2.89B | · | $2.25B | |
| Liabilities + Equity | $14.68B | $14.73B | $15.83B | $15.41B | $15.49B | $15.10B | $15.51B | $15.77B | $15.01B | $15.01B | · | $14.19B | $14.69B | $14.72B | · | $13.94B |
Flujo de Efectivo 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $126M | $122M | $124M | $123M | $120M | $113M | $113M | $108M | $110M | $100M | $97M | $95M | $93M | $88M | $89M | $83M | |
| Stock-based Comp | $59M | $58M | $58M | $57M | $61M | $56M | $54M | $57M | $56M | $53M | $50M | $46M | $50M | $47M | $39M | $46M | |
| Deferred Tax | $-51M | $23M | $-57M | $23M | $-1M | $18M | $-71M | $-16M | $0 | $25M | $-28M | $-31M | $21M | $0 | $-10M | $-7M | |
| Amort. of Intangibles | $53M | $53M | $52M | $55M | $55M | $53M | $50M | $51M | $48M | $49M | $48M | $49M | $50M | $51M | $50M | $48M | |
| Restructuring | $32M | $27M | $27M | $21M | $27M | $33M | $46M | $6M | $2M | $5M | $36M | $27M | $10M | $14M | $82M | $1M | |
| Operating Cash Flow | $779M | $939M | $858M | $743M | $543M | $757M | $674M | $703M | $686M | $775M | $477M | $462M | $604M | $608M | $377M | $336M | |
| CapEx | $91M | $95M | $81M | $85M | $75M | $85M | $74M | $72M | $93M | $78M | $73M | $71M | $54M | $73M | $79M | $71M | |
| Investing Cash Flow | $112M | $-91M | $-42M | $-54M | $-126M | $224M | $-181M | $-684M | $-95M | $-96M | $-54M | $-90M | $-40M | $-63M | $-90M | $0 | |
| Stock Repurchased | $694M | $1.47B | $437M | $513M | $284M | $373M | $480M | $428M | $264M | $120M | $212M | $170M | $67M | $41M | $0 | $112M | |
| Net Stock Activity | · | $-1.47B | · | · | · | $-373M | · | · | · | $-120M | · | · | · | $-41M | · | · | |
| Dividends Paid | $180M | $185M | $167M | $168M | $171M | $195M | $155M | $156M | $154M | $155M | $140M | $141M | $142M | $141M | $128M | $128M | |
| Financing Cash Flow | $-910M | $-1.72B | $-609M | $-674M | $-482M | $-1.30B | $-634M | $-81M | $-423M | $-308M | $-353M | $-607M | $-408M | $-216M | $-251M | $-245M | |
| Net Change in Cash | $-2M | $-915M | $203M | $7M | $35M | $-269M | $-234M | $7M | $159M | $346M | $124M | $-272M | $159M | $350M | $113M | $39M | |
| Free Cash Flow | · | $844M | · | · | · | $672M | · | · | · | $697M | · | · | · | $535M | · | · |
Rentabilidad 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 47.9% | 44.4% | · | 45.7% | 43.1% | 44.0% | · | 40.7% | 42.6% | 44.9% | · | 36.4% | 36.8% | 37.7% | · | 32.4% | |
| Net Margin | 40.2% | 31.8% | · | 32.2% | 30.4% | 32.5% | · | 29.4% | 30.4% | 32.3% | · | 26.4% | 25.2% | 34.1% | · | 23.8% | |
| Pretax Margin | 53.6% | 41.9% | · | 43.2% | 40.7% | 41.8% | · | 38.8% | 39.6% | 42.1% | · | 33.1% | 32.9% | 34.4% | · | 29.9% | |
| EBITDA Margin | 47.9% | 44.4% | · | 45.7% | 43.1% | 44.0% | · | 40.7% | 42.6% | 44.9% | · | 36.4% | 36.8% | 37.7% | · | 32.4% | |
| ROA | 5.8% | 4.4% | · | 4.1% | 3.8% | 4.2% | · | 3.6% | 3.7% | 3.9% | · | 2.8% | 2.6% | 3.4% | · | 2.1% | |
| ROE | 25.2% | 19.8% | · | 16.4% | 15.0% | 17.2% | · | 15.0% | 16.0% | 17.8% | · | 14.3% | 13.9% | 19.0% | · | 12.9% | |
| ROIC | 7.9% | 7.0% | · | 6.3% | 5.6% | 6.2% | · | 4.9% | 5.6% | 5.8% | · | 4.3% | 4.1% | 5.3% | · | 3.4% |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | · | 1.8 | 1.8 | 1.6 | · | 1.7 | 1.5 | 1.4 | · | 1.8 | 1.6 | 1.5 | · | 1.8 | |
| Quick Ratio | 1.0 | 1.0 | · | 1.6 | 1.5 | 1.4 | · | 1.5 | 1.4 | 1.3 | · | 1.6 | 1.5 | 1.3 | · | 1.6 | |
| Debt / Equity | 2.3 | 2.3 | · | 1.8 | 1.8 | 1.8 | · | 1.9 | 1.8 | 1.9 | · | 2.1 | 2.3 | 2.6 | · | 3.3 | |
| LT Debt / Equity | 2.1 | 2.1 | · | 1.8 | 1.8 | 1.8 | · | 1.8 | 1.7 | 1.8 | · | 2.1 | 2.2 | 2.4 | · | 3.3 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.2 | 1.1 | · | 1.2 | 1.1 | 1.0 | · | 1.1 | 1.1 | 1.0 | · | 1.0 | 1.0 | 0.8 | · | 0.8 |
Valoración (TTM) 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.17B | $7.91B | · | $7.64B | $7.45B | $7.34B | · | $6.89B | $6.57B | $6.22B | · | $5.71B | $5.62B | $5.65B | · | $5.70B | |
| Net Income TTM | $2.76B | $2.51B | · | $2.38B | $2.29B | $2.29B | · | $2.05B | $1.90B | $1.84B | · | $1.57B | $1.51B | $1.63B | · | $1.60B | |
| P/E | 29.1 | 31.2 | · | 36.1 | 39.7 | 37.1 | · | 42.3 | 40.7 | 39.2 | · | 37.1 | 42.5 | 34.7 | · | 28.2 | |
| Earnings Yield | 3.4% | 3.2% | · | 2.8% | 2.5% | 2.7% | · | 2.4% | 2.5% | 2.5% | · | 2.7% | 2.4% | 2.9% | · | 3.5% | |
| Payout Ratio | · | 28.0% | · | · | · | 31.2% | · | · | · | 26.9% | · | · | · | 28.1% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $7.72B | $7.09B | $5.92B | $5.47B | $6.22B |
| Margen Operativo % | 43.4% | 40.6% | 36.1% | 34.4% | 45.7% |
| Beneficio neto | $2.46B | $2.06B | $1.61B | $1.37B | $2.21B |
| EPS Diluido | $13.67 | $11.26 | $8.73 | $7.44 | $11.78 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 1.7 | 2.1 | 2.1 | 2.9 | — |
| Ratio corriente | 1.7 | 1.5 | 1.7 | 1.7 | 1.6 |
| Ratio Rápido | 1.5 | 1.3 | 1.5 | 1.5 | 1.5 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $2.58B | $2.52B | $1.88B | $1.19B | $1.87B |
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Propietarios institucionales (13F) 1 531 declarantes · $41.1B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 155 (-16 vs trimestre anterior) | 108 (-57 vs trimestre anterior) | 499 (+16 vs trimestre anterior) | 490 (-18 vs trimestre anterior) | +15.8M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| TCI FUND MANAGEMENT LTD | $6 492 167 509 | 14 334 027 | 15,81% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $4 419 581 131 | 9 757 973 | 10,76% | Acciones |
| STATE STREET CORP | $3 220 888 947 | 7 111 386 | 7,84% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 690 922 470 | 3 733 380 | 4,12% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $1 590 409 402 | 3 521 117 | 3,87% | Acciones |
| FMR LLC | $1 557 226 252 | 3 438 193 | 3,79% | Acciones |
| NORGES BANK | $1 074 347 980 | 2 372 048 | 2,62% | Acciones |
| PineStone Asset Management Inc. | $1 034 451 616 | 2 283 961 | 2,52% | Acciones |
| Fiera Capital Corp | $778 141 924 | 1 718 056 | 1,90% | Acciones |
| Egerton Capital (UK) LLP | $771 879 399 | 1 704 229 | 1,88% | Acciones |
| WINDACRE PARTNERSHIP LLC | $638 571 908 | 1 409 900 | 1,56% | Acciones |
| Valley Forge Capital Management, LP | $596 580 789 | 1 317 188 | 1,45% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $543 968 696 | 1 201 026 | 1,32% | Acciones |
| AKRE CAPITAL MANAGEMENT LLC | $523 979 978 | 1 156 893 | 1,28% | Acciones |
| Rothschild & Co Wealth Management UK Ltd | $500 447 160 | 1 104 935 | 1,22% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $407 749 566 | 900 268 | 0,99% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $385 585 289 | 851 332 | 0,94% | Acciones |
| Ninety One UK Ltd | $378 899 667 | 836 571 | 0,92% | Acciones |
| GOLDMAN SACHS GROUP INC | $338 031 069 | 746 337 | 0,82% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $295 121 270 | 651 597 | 0,72% | Acciones |
| Longview Partners (Guernsey) LTD | $253 084 902 | 558 785 | 0,62% | Acciones |
| Allen Investment Management, LLC | $246 778 784 | 544 862 | 0,60% | Acciones |
| GENERATION INVESTMENT MANAGEMENT LLP | $243 904 667 | 538 516 | 0,59% | Acciones |
| National Pension Service | $226 879 857 | 500 927 | 0,55% | Acciones |
| BLS Capital Fondsmaeglerselskab A/S | $210 418 932 | 464 583 | 0,51% | Acciones |
| MARSHFIELD ASSOCIATES | $191 497 359 | 422 806 | 0,47% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $186 707 854 | 412 231 | 0,45% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $186 137 438 | 410 972 | 0,45% | Acciones |
| Local Pensions Partnership Investment Ltd | $184 487 167 | 407 207 | 0,45% | Acciones |
| Evergreen Quality Fund GP, Ltd. | $183 070 264 | 404 200 | 0,45% | Acciones |
| APG Asset Management N.V. | $169 554 423 | 428 004 | 0,41% | Acciones |
| Canoe Financial LP | $168 994 416 | 373 122 | 0,41% | Acciones |
| Legal & General Group Plc | $166 905 095 | 368 509 | 0,41% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $166 216 658 | 366 989 | 0,40% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $153 208 347 | 338 268 | 0,37% | Acciones |
| California Public Employees Retirement System | $150 764 386 | 332 872 | 0,37% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $149 147 009 | 329 301 | 0,36% | Acciones |
| Vanguard Global Advisers, LLC | $146 810 395 | 324 142 | 0,36% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $144 884 126 | 319 889 | 0,35% | Acciones |
| Caisse de depot et placement du Quebec | $143 196 999 | 316 164 | 0,35% | Acciones |
| Skye Global Management LP | $141 311 040 | 312 000 | 0,34% | Acciones |
| ALTAROCK PARTNERS LP | $137 064 462 | 302 624 | 0,33% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $134 768 158 | 297 554 | 0,33% | Acciones |
| BlackRock, Inc. | $133 972 377 | 295 797 | 0,33% | Acciones |
| BARCLAYS PLC | $129 948 184 | 286 912 | 0,32% | Acciones |
| RHUMBLINE ADVISERS | $129 721 574 | 286 412 | 0,32% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $126 635 979 | 279 599 | 0,31% | Acciones |
| Newport Trust Company, LLC | $122 503 537 | 270 475 | 0,30% | Acciones |
| DF DENT & CO INC | $122 029 058 | 269 427 | 0,30% | Acciones |
| Junto Capital Management LP | $117 894 170 | 260 298 | 0,29% | Acciones |
| KING LUTHER CAPITAL MANAGEMENT CORP | $110 791 026 | 244 615 | 0,27% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $104 240 629 | 238 947 | 0,25% | Acciones |
| BRISTOL JOHN W & CO INC /NY/ | $103 075 987 | 227 581 | 0,25% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $101 783 991 | 226 182 | 0,25% | Acciones |
| ROYAL BANK OF CANADA | $100 300 000 | 221 453 | 0,24% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $94 502 628 | 207 922 | 0,23% | Acciones |
| Holocene Advisors, LP | $94 243 141 | 208 079 | 0,23% | Acciones |
| BANK OF AMERICA CORP /DE/ | $93 935 155 | 207 399 | 0,23% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $92 995 327 | 205 324 | 0,23% | Acciones |
| HighTower Advisors, LLC | $90 852 912 | 200 594 | 0,22% | Acciones |
| Robeco Institutional Asset Management B.V. | $86 625 478 | 191 260 | 0,21% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $83 422 429 | 184 188 | 0,20% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $82 503 001 | 182 158 | 0,20% | Acciones |
| CHILTON INVESTMENT CO INC. | $80 709 891 | 178 199 | 0,20% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $79 898 296 | 176 528 | 0,19% | Acciones |
| 1832 Asset Management L.P. | $79 431 751 | 175 377 | 0,19% | Acciones |
| YCG, LLC | $78 903 194 | 174 210 | 0,19% | Acciones |
| PFA Pension, Forsikringsaktieselskab | $76 724 256 | 169 399 | 0,19% | Acciones |
| BARR E S & CO | $73 999 429 | 163 383 | 0,18% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $73 037 426 | 161 259 | 0,18% | Acciones |
| AVIVA PLC | $72 081 765 | 159 149 | 0,18% | Acciones |
| MACKENZIE FINANCIAL CORP | $71 308 178 | 157 441 | 0,17% | Acciones |
| Freestone Grove Partners LP | $71 141 956 | 157 074 | 0,17% | Acciones |
| SCHWARTZ INVESTMENT COUNSEL INC | $69 296 760 | 153 000 | 0,17% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $68 449 347 | 151 129 | 0,17% | Acciones |
| NATIONAL BANK OF CANADA /FI/ | $67 970 837 | 150 013 | 0,17% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $66 148 588 | 151 630 | 0,16% | Acciones |
| Sarasin & Partners LLP | $66 029 396 | 145 786 | 0,16% | Acciones |
| Meridiem Capital Partners LP | $65 575 116 | 144 783 | 0,16% | Acciones |
| ARMSTRONG HENRY H ASSOCIATES INC | $65 330 430 | 144 243 | 0,16% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $64 713 656 | 142 881 | 0,16% | Acciones |
| XXEC, Inc. | $63 526 379 | 141 570 | 0,15% | Acciones |
| Quantinno Capital Management LP | $63 409 189 | 140 000 | 0,15% | Acciones |
| CALEDONIA INVESTMENTS PLC | $61 732 996 | 136 300 | 0,15% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $60 625 154 | 133 854 | 0,15% | Acciones |
| Assenagon Asset Management S.A. | $60 574 880 | 133 743 | 0,15% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $60 366 083 | 133 282 | 0,15% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $59 672 210 | 131 750 | 0,15% | Acciones |
| Longaeva Partners L.P. | $59 270 923 | 130 864 | 0,14% | Acciones |
| CITADEL ADVISORS LLC | $59 196 644 | 130 700 | 0,14% | Opción de compra |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | $58 112 806 | 128 307 | 0,14% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $55 663 868 | 122 900 | 0,14% | Opción de compra |
| Rings Capital Management LLC | $54 350 400 | 120 000 | 0,13% | Acciones |
| GFI Investment Counsel Ltd. | $53 389 757 | 117 879 | 0,13% | Acciones |
| MANNING & NAPIER ADVISORS LLC | $51 679 738 | 114 103 | 0,13% | Acciones |
| Aberdeen Group plc | $48 880 032 | 107 922 | 0,12% | Acciones |
| AMERIPRISE FINANCIAL INC | $47 657 631 | 105 223 | 0,12% | Acciones |
| Squarepoint Ops LLC | $46 825 134 | 103 385 | 0,11% | Acciones |
| Quantum Capital Management, LLC / NJ | $45 644 377 | 100 778 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $45 427 876 | 100 300 | 0,11% | Opción de venta |
Informantes de la empresa 53 insiders · 24 directivos · 25 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Robert Fauber | President and CEO | 3 de agosto de 2026 M | 51 964 | 0 | 5 | $-1 514 773 |
| Christina Kosmowski | CEO, Moody's Analytics | 1 de julio de 2026 A | 21 542 | 0 | 0 | $0 |
| RUTHERFURD JOHN JR | Chairman and CEO | 26 de abril de 2005 F | 70 431 | 0 | 0 | $0 |
| Noemie Clemence Heuland | SVP & Chief Financial Officer | 29 de julio de 2025 M | 2 148 | 0 | 0 | $0 |
| Mark Kaye | EVP & Chief Financial Officer | 7 de agosto de 2023 M | 4 447 | 0 | 0 | $0 |
| Stephen T Tulenko | President, Moody's Analytics | 4 de agosto de 2025 S | 5 258 | 0 | 0 | $0 |
| Michael L West | President, Moody's Investors | 29 de julio de 2025 M | 8 209 | 0 | 0 | $0 |
| Mark Almeida | President, Moody's Analytics | 14 de agosto de 2019 M | 155 455 | 0 | 0 | $0 |
| Richard G Steele | SVP - General Counsel | 1 de julio de 2026 S | 1 828 | 0 | 2 | $-143 192 |
| Caroline Sullivan | SVP, Corp Controller | 3 de marzo de 2025 F | 1 508 | 0 | 0 | $0 |
| GOGGINS JOHN J | EVP and General Counsel | 6 de marzo de 2023 S | 8 587 | 0 | 0 | $0 |
| Melanie Hughes | SVP & Chief HR Officer | 12 de agosto de 2021 S | 3 763 | 0 | 0 | $0 |
| Richard Cantor | Chief Risk Officer | 13 de mayo de 2019 S | 50 004 | 0 | 0 | $0 |
| Blair Worrall | SVP-Ratings Delivery and Data | 16 de noviembre de 2018 M | 13 943 | 0 | 0 | $0 |
| Michael S Crimmins | SVP-Corporate Controller | 11 de mayo de 2018 S | 2 968 | 0 | 0 | $0 |
| Lisa Westlake | SVP & Chief HR Officer | 1 de marzo de 2017 F | 24 697 | 0 | 0 | $0 |
| Joseph J Mccabe | SVP-Corporate Controller | 1 de marzo de 2016 F | 30 041 | 0 | 0 | $0 |
| Perry Rotella | SVP Chief Information Officer | 2 de marzo de 2009 F | 5 090 | 0 | 0 | $0 |
| Brian Clarkson | Pres, Moody's Investors Svcs | 3 de marzo de 2008 F | 65 593 | 0 | 0 | $0 |
| Andrew Kriegler | Senior Vice President | 3 de marzo de 2008 F | 6 406 | 0 | 0 | $0 |
| Jennifer Elliott | VP - Human Resources | 1 de marzo de 2007 F | 11 692 | 0 | 0 | $0 |
| Jeanne Dering | Executive VP | 1 de marzo de 2007 F | 48 110 | 0 | 0 | $0 |
| WOODHAM DOUGLAS M | Senior Vice President | 22 de noviembre de 2004 S | 6 158 | 0 | 0 | $0 |
| BRUSCHI CHARLES | Vice President, Controller | 9 de febrero de 2004 A | 2 840 | 0 | 0 | $0 |
| Jose Minaya | Consejero | 1 de julio de 2026 A | 2 908 | 0 | 0 | $0 |
| Lisa P Sawicki | Consejero | 5 de junio de 2026 A | 529 | 0 | 0 | $0 |
| Therese Esperdy | Consejero | 5 de junio de 2026 A | 5 228 | 0 | 0 | $0 |
| Leslie Seidman | Consejero | 5 de junio de 2026 A | 12 191 | 0 | 0 | $0 |
| Jorge A. Bermudez | Consejero | 5 de junio de 2026 A | 22 939 | 0 | 0 | $0 |
| Vincent A Forlenza | Consejero | 5 de junio de 2026 A | 8 763 | 0 | 0 | $0 |
| Bruce Van Saun | Consejero | 5 de junio de 2026 A | 9 880 | 0 | 0 | $0 |
| Sumit Dhawan | Consejero | 30 de julio de 2025 A | 427 | 0 | 0 | $0 |
| Lloyd Howell JR | Consejero | 6 de junio de 2025 A | 2 866 | 0 | 0 | $0 |
| Kathryn Hill | Consejero | 14 de marzo de 2025 A | 19 612 | 0 | 0 | $0 |
| Zig Serafin | Consejero | 21 de febrero de 2025 A | 2 695 | 0 | 0 | $0 |
| MOODYS CORP /DE/ | Consejero | 21 de febrero de 2024 A | 2 417 | 0 | 0 | $0 |
| MCDANIEL RAYMOND W | Consejero | 2 de marzo de 2023 S | 0 | 0 | 0 | $0 |
| Basil Anderson | Consejero | 18 de marzo de 2021 A | 45 529 | 0 | 0 | $0 |
| Henry A Mckinnell | Consejero | 18 de marzo de 2021 A | 89 488 | 0 | 0 | $0 |
| Gerrit Zalm | Consejero | 20 de febrero de 2020 A | 2 794 | 0 | 0 | $0 |
| Darrell Duffie | Consejero | 2 de abril de 2018 S | 21 944 | 0 | 0 | $0 |
| Ewald Kist | Consejero | 16 de febrero de 2018 A | 28 179 | 0 | 0 | $0 |
| John K Wulff | Consejero | 1 de abril de 2016 A | 38 396 | 0 | 0 | $0 |
| Nancy Newcomb | Consejero | 8 de febrero de 2011 A | 21 546 | 0 | 0 | $0 |
| Cornelius Mcgillicudy III | Consejero | 8 de febrero de 2011 A | 21 872 | 0 | 0 | $0 |
| Hall Adams JR | Consejero | 10 de marzo de 2004 A | 7 065 | 0 | 0 | $0 |
| Clifford L Alexander JR | Consejero | 10 de diciembre de 2003 A | — | 0 | 0 | $0 |
| Linda Huber | — | 6 de agosto de 2018 P | 68 484 | 0 | 0 | $0 |
| Michel Madelain | — | 1 de junio de 2016 F | 79 463 | 0 | 0 | $0 |
| Robert R Glauber | — | 5 de mayo de 2014 S | 24 637 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 5 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| MOODY’S CORPORATION, MOODY’S ANALYTICS MARYLAND CORP. | 10 de septiembre de 2018 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 10 de enero de 2013 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 24 de agosto de 2011 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 20 de julio de 2011 | — | Presentación inicial | — | SEC |
| Warren E. Buffett, Berkshire Hathaway Inc., OBH, Inc., National Indemnity Company, GEICO Corporation, Government Employees Insurance Company ×2 presentaciones | 22 de julio de 2009 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 203 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| KBWR · Invesco Exchange-Traded Fund Trust … | 4,58% | 5 160 NS | 31 de mayo de 2026 | N-PORT |
| IAI · iShares Trust | 4,51% | 129 152 SH | 8 de agosto de 2026 | Diario |
| OMAH · Tidal Trust III | 4,47% | 72 416 NS | 30 de abril de 2026 | N-PORT |
| GFGF · EA Series Trust | 2,61% | 2 138 NS | 29 de mayo de 2026 | N-PORT |
| TOLL · Tema ETF Trust | 2,52% | 2 729 NS | 31 de mayo de 2026 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 2,07% | 134 NS | 30 de abril de 2026 | N-PORT |
| YOKE · EA Series Trust | 1,66% | 8 077 NS | 30 de abril de 2026 | N-PORT |
| CAML · Professionally Managed Portfolios | 1,66% | 13 496 NS | 30 de abril de 2026 | N-PORT |
| ESLG · Strategy Shares | 1,54% | 646 NS | 30 de abril de 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 1,46% | 21 773 SH | 8 de agosto de 2026 | Diario |
| NULG · Nushares ETF Trust | 1,41% | 79 333 NS | 30 de abril de 2026 | N-PORT |
| FMAG · FIDELITY COVINGTON TRUST | 1,30% | 7 136 NS | 30 de abril de 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,26% | 8 121 SH | 8 de agosto de 2026 | Diario |
| ESLV · Strategy Shares | 1,20% | 306 NS | 30 de abril de 2026 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,08% | 52 550 SH | 8 de agosto de 2026 | Diario |
| ZECP · Zacks Trust | 1,08% | 8 124 NS | 31 de mayo de 2026 | N-PORT |
| IYF · iShares Trust | 1,07% | 98 748 SH | 8 de agosto de 2026 | Diario |
| ESUM · Strategy Shares | 0,98% | 3 259 NS | 30 de abril de 2026 | N-PORT |
| IYG · iShares Trust | 0,97% | 45 128 SH | 8 de agosto de 2026 | Diario |
| DTEC · ALPS ETF Trust | 0,96% | 1 572 NS | 31 de mayo de 2026 | N-PORT |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0,96% | 394 664 SH | 8 de agosto de 2026 | Diario |
| IMCG · iShares Trust | 0,96% | 82 167 SH | 8 de agosto de 2026 | Diario |
| OUSA · ALPS ETF Trust | 0,96% | 15 655 NS | 31 de mayo de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,90% | 13 714 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,88% | 42 038 NS | 30 de abril de 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,80% | 245 139 SH | 8 de agosto de 2026 | Diario |
| EGUS · iShares Trust | 0,73% | 439 SH | 8 de agosto de 2026 | Diario |
| NULC · Nushares ETF Trust | 0,71% | 874 NS | 30 de abril de 2026 | N-PORT |
| FAS · Direxion Shares ETF Trust | 0,69% | 29 352 NS | 30 de abril de 2026 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0,64% | 18 833 NS | 30 de abril de 2026 | N-PORT |
| UYG · ProShares Trust | 0,62% | 9 458 NS | 31 de mayo de 2026 | N-PORT |
| LCOW · Pacer Funds Trust | 0,54% | 268 NS | 30 de abril de 2026 | N-PORT |
| KRMA · Global X Funds | 0,49% | 1 306 NS | 31 de mayo de 2026 | N-PORT |
| IMCB · iShares Trust | 0,49% | 17 388 SH | 8 de agosto de 2026 | Diario |
| DUHP · Dimensional ETF Trust | 0,49% | 119 346 NS | 30 de abril de 2026 | N-PORT |
| CARK · Advisors' Inner Circle Fund II | 0,47% | 3 166 NS | 30 de abril de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,47% | 47 929 SH | 8 de agosto de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,45% | 53 192 NS | 30 de abril de 2026 | N-PORT |
| PALC · Pacer Funds Trust | 0,44% | 2 211 NS | 30 de abril de 2026 | N-PORT |
| IXG · iShares Trust | 0,44% | 6 497 SH | 8 de agosto de 2026 | Diario |
| JSTC · Tidal Trust I | 0,43% | 3 166 NS | 31 de mayo de 2026 | N-PORT |
| MGK · VANGUARD WORLD FUND | 0,40% | 291 712 SH | 8 de agosto de 2026 | Diario |
| PABU · iShares Trust | 0,40% | 21 256 SH | 8 de agosto de 2026 | Diario |
| XOEF · iShares Trust | 0,39% | 189 SH | 8 de agosto de 2026 | Diario |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,37% | 60 025 NS | 30 de abril de 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 0,36% | 1 141 NS | 30 de abril de 2026 | N-PORT |
| SUSA · iShares Trust | 0,36% | 31 617 SH | 8 de agosto de 2026 | Diario |
| FEUS · FlexShares Trust | 0,36% | 855 NS | 30 de abril de 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,30% | 848 794 SH | 8 de agosto de 2026 | Diario |
| QUAL · iShares Trust | 0,30% | 300 673 SH | 8 de agosto de 2026 | Diario |