John Armitage's Egerton Capital increased its stake in Moody's Corp by 10.26%, raising its holding to 1.70 million shares valued at approximately $771.88 million. This move, disclosed in a quarterly 13F filing with the SEC, reflects trades made during the second quarter of 2026. Such filings are made public with a delay, so this is not a real-time trade signal.
The transaction coincided with a strong quarter for Moody's, which reported a 15% increase in revenue and a 57% rise in diluted earnings per share for Q2 2026. The company also boosted its share repurchase guidance for the year, signaling confidence in its financial outlook. Moody's experienced significant growth in its Investors Service segment, driven by robust debt issuance.