Moody's Corporation

CEO Rob Fauber and CFO Noémie Heuland have prioritized reinvestment in data, product, and efficiency, producing visible operating leverage and prudent guidance management. The CFO brings deep SaaS finance experience, aligning with the analytics growth strategy.

Insider ownership is modest, but long‑term institutional alignment is evident, notably with Berkshire Hathaway as a large, persistent shareholder, which we regard as an indirect endorsement of governance and capital allocation. Execution through 2024–2025 (guidance cadence, cost discipline, targeted M&A) supports confidence.