Moody's (MCO) reported earnings 30 days ago. What's next for the stock?
Moody's Corporation ( MCO ) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 1:20 PM EST Company Participants Robert Fauber - President, CEO & Director Conference Call Participants Andrew Steinerman - JPMorgan Chase & Co, Research Division Presentation Andrew Steinerman JPMorgan Chase & Co, Research Division Hi, everybody.
Moody's Corporation (NYSE:MCO ) Q3 2025 Earnings Call October 22, 2025 9:00 AM EDT Company Participants Shivani Kak - Head of Investor Relations Robert Fauber - President, CEO & Director Noemie Heuland - Senior VP & CFO Conference Call Participants Brendan Popson - Barclays Bank PLC, Research Division Peter Knudsen - Evercore ISI Institutional Equities, Research Division Jason Haas - Wells Fargo Securities, LLC, Research Division Andrew Steinerman - JPMorgan Chase & Co, Research Division Toni Kaplan - Morgan Stanley, Research Division Alex Kramm - UBS Investment Bank, Research Division Scott Wurtzel - Wolfe Research, LLC Jeffrey Silber - BMO Capital Markets Equity Research Craig Huber - Huber Research Partners, LLC Russell Quelch - Rothschild & Co Redburn, Research Division Sean Kennedy - Mizuho Securities USA LLC, Research Division Jeffrey Meuler - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Good day, everyone, and welcome to the Moody's Corporation Third Quarter 2025 Earnings Call.
While the top- and bottom-line numbers for Moody's (MCO) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Moody's (MCO) came out with quarterly earnings of $3.92 per share, beating the Zacks Consensus Estimate of $3.7 per share. This compares to earnings of $3.21 per share a year ago.
PineStone Asset Management disclosed in an SEC filing on Friday that it sold 46,977 shares of Moody's Corporation during the quarter ended September 30, an estimated $23.7 million transaction based on the average price for the quarter.
Moody's (MCO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Besides Wall Street's top-and-bottom-line estimates for Moody's (MCO), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
Moody's possesses a rare, durable moat with highly visible and enduring cash flows, making it suitable for perpetuity-based valuation. The company's growth algorithm, driven by expanding capital markets and pricing power, has consistently delivered 6-9% revenue growth over decades, even through crises. Current valuation, though near all-time highs, is justified by historical returns from similar peaks and a strong margin of safety in growth assumptions.
MCO moves to secure majority ownership in Egypt's MERIS, expanding its reach across the Middle East and Africa credit markets.
Moody's (MCO) reported earnings 30 days ago. What's next for the stock?
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