Moody's delivered strong Q1 2026 results, beating top and bottom line estimates with 8% revenue growth and 13% adj. EPS growth. MCO's analytics segment demonstrates robust, AI-resilient growth, with ARR up 8% and Decision Solutions up 12%, highlighting the value of proprietary data and regulatory integration. AI disruption fears appear overblown; Moody's is leveraging AI to expand distribution and reinforce its moat, not erode it.
Moody's Corporation (MCO) Q1 2026 Earnings Call Transcript
Moody's tops Q1 estimates as analytics demand and bond issuances lift revenues. Shares rise pre-market even as expenses climb.
While the top- and bottom-line numbers for Moody's (MCO) give a sense of how the business performed in the quarter ended March 2026, 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 $4.33 per share, beating the Zacks Consensus Estimate of $4.25 per share. This compares to earnings of $3.83 per share a year ago.
CPC Advisors LLC acquired a new position in Moody's Corporation (NYSE: MCO) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 3,199 shares of the business services provider's stock, valued at approximately $1,634,000. Several other hedge funds have also added
Beyond analysts' top-and-bottom-line estimates for Moody's (MCO), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.
Moody's (MCO) doesn't possess 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 Corporation combines a global ratings duopoly and a high-growth SaaS analytics business, delivering resilient, recurring revenues and strong operating leverage. MCO's Q4 2025 saw 13% revenue growth and 38.9% adjusted EPS growth, driven by AI adoption, private credit momentum, and robust operating margins in both segments. At a forward P/E of 25.2, MCO trades at a 10% discount to a $482 fair value estimate, with 12.3% annual EPS growth forecast through 2028.
Moody's Corporation is a high-quality business now trading at fair value, with recent declines overblown given its resilient fundamentals. MCO's wide economic moat, especially in credit ratings, limits GenAI disruption and supports continued double-digit earnings growth. Management guides for 10–14% bottom-line growth in 2026, ongoing share buybacks, and high-single-digit revenue growth across segments.
Moody's (MCO) reported earnings 30 days ago. What's next for the stock?
Investors with an interest in Financial - Miscellaneous Services stocks have likely encountered both XP Inc.A (XP) and Moody's (MCO). But which of these two stocks is more attractive to value investors?