Moody's Corporation (MCO)
Moody's Corporation: Debt Issuance Is Fueling Growth
Moody's Corporation is well positioned to benefit from surging corporate debt issuance, with its MIS segment acting as a tollbooth for global credit ratings. MCO's Q1 revenue grew 8.1% year-over-year, driven by record investment-grade issuances and robust demand for AI-related financing from hyperscalers. The company maintains strong financial health (A- S&P rating), a 16-year dividend growth streak, and trades at a 7% discount to a $490 fair value estimate.
AI Splits How Investors Value The Credit-Ratings Giants
For most of their history, the two companies that dominate credit ratings have been valued as steady, single franchises. In early 2026 the split inside them came into view.
Moody's Corporation (MCO) Discusses Generative AI Strategy and Agentic Workflow Solutions for Enhanced Customer Insights Transcript
Moody's Corporation (MCO) Discusses Generative AI Strategy and Agentic Workflow Solutions for Enhanced Customer Insights Transcript
Moody's Corporation (MCO) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Moody's Corporation (MCO) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Why Is Moody's (MCO) Down 1.5% Since Last Earnings Report?
Moody's (MCO) reported earnings 30 days ago. What's next for the stock?
Moody's Corporation: Too Much Negativity Baked Into Its Stock Price
Moody's Corporation's ordinary shares have underperformed YTD, but I view AI disruption fears as overstated and see recent weakness as a buying opportunity. The analytics segment's core value lies in proprietary data, expert insights, and regulatory compliance, which AI tools cannot easily replicate or replace. The Investor Services segment has shown robust growth. Tight credit spreads and relatively low real borrowing rates might sustain issuances for an extended period.
Moody's Corporation (MCO) Presents at Barclays 18th Annual Americas Select Conference Transcript
Moody's Corporation (MCO) Presents at Barclays 18th Annual Americas Select Conference Transcript
Here's Why Moody's (MCO) is a Strong Growth Stock
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Moody’s Corporation $MCO Shares Acquired by Cwm LLC
Cwm LLC boosted its holdings in Moody's Corporation (NYSE: MCO) by 65.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,271 shares of the business services provider's stock after purchasing an additional 3,269 shares during the period. Cwm LLC's holdings in Moody's were
Moodys Corp (MCO) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Increased Shareholder Returns
Revenue Growth: MIS and MA revenues grew by 8%.Adjusted Operating Margin: Increased by 150 basis points to 53.2%.Adjusted Diluted EPS: $4.33, up 13% year-over-
Moody's: The Bears Are Losing Their Arguments (Q1 Earnings Review)
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 Corporation (MCO) Q1 2026 Earnings Call Transcript
