Moody's delivered record Q4 results, but I maintain a 'Hold' rating due to valuation concerns. MCO's growth remains robust, with double-digit AEPS and 9% top-line growth, yet recurring sales growth is slowing. The 2026E outlook appears too bullish, particularly regarding FX, unemployment, and rating issuance assumptions.
Moody's tops Q4 estimates as analytics demand and Moody's Investors Service strength lift revenues, while expenses edge higher.
Although the revenue and EPS for Moody's (MCO) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Moody's (MCO) came out with quarterly earnings of $3.64 per share, beating the Zacks Consensus Estimate of $3.45 per share. This compares to earnings of $2.62 per share a year ago.
Moody's logged higher profit and revenue in the fourth quarter, as the company said efforts to scale new technologies across its business were paying off.
MCO opens a Riyadh headquarters, deepening its Middle East presence as Saudi Arabia accelerates capital markets reforms under Vision 2030.
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.
Evaluate the expected performance of Moody's (MCO) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Moody's (MCO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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.
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.