MCO - Moody's Corporation
Moody's Corporation is downgraded to 'Sell' after years of underperformance and a deteriorating business mix. MCO's growth has slowed, with Q3 revenue up just 1% and operating margins declining, reflecting weaker fundamentals. Valuation is demanding at nearly 30x forward earnings, despite muted growth prospects and a less attractive revenue mix.
AI infrastructure issuance increased fourfold from the prior year's third quarter. Refinancing needs across the U.S. and EMEA top $5 trillion.
Moody's Corporation remains a high-quality, cash-generative franchise, but its current 28-30x P/E valuation is difficult to justify. Q3 '26 results confirm slowing revenue growth (1%) and declining transaction revenues (-5%), with earnings guidance intact but below market expectations. AI is a useful tool for MCO but does not warrant the current valuation premium; the business remains fundamentally sound with limited operational risks.
Moody's Corporation (MCO) Q3 2026 Earnings Call Transcript
Moody's NYSE: MCO reported third-quarter 2026 results marked by continued growth in its analytics unit, strong profitability in ratings and a reaffirmed full-year outlook, even as overall rated issuance declined from a strong prior-year comparison.
While the top- and bottom-line numbers for Moody's (MCO) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Moody's third-quarter 2026 adjusted earnings and revenues increased y/y, supported by steady demand for analytics.
Moody's (MCO) came out with quarterly earnings of $4.14 per share, missing the Zacks Consensus Estimate of $4.25 per share. This compares to earnings of $3.92 per share a year ago.
NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) today announced results for the third quarter 2026. The Earnings Release and other earnings materials can be found on Moody's IR website at ir.moodys.com. In addition, the Earnings Release will be furnished with the Securities and Exchange Commission (SEC) on a Form 8-K and will be available on the SEC website at www.sec.gov. Teleconference Details: Date and time October 21, 2026, at 9:00 a.m. ET Duration 1 hour Webcast The webcast and.
MCO Q3 earnings results are expected to benefit from healthy debt issuance and analytics demand, though rising expenses and uneven financing activity may weigh on growth.
Banque Pictet and Cie SA lowered its stake in Moody's Corporation (NYSE: MCO) by 5.3% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,541 shares of the business services provider's stock after selling 3,760 shares during
Get a deeper insight into the potential performance of Moody's (MCO) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
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.
Berkshire trimmed its portfolio this year, but these two financial stocks made the cut.
Moody's (MCO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO), a global leader in risk assessment and credit analytics, and Allvue Systems, LLC, a leading technology and data provider for private capital markets, today announced the launch of the Moody's Analytics EDF-X Private Credit Model, a new forward-looking credit risk model purpose-built for the private credit market. Built on Moody's deep credit expertise and Allvue's private credit performance data, the model identifies early signals of b.
DRAPER, Utah, Sept. 30, 2026 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ: HQY) (“HealthEquity” or the “Company”), the largest independent health savings account (HSA) custodian by account volume and a leader in consumer-directed benefits (CDB), today announced that Noémie Heuland, Chief Financial Officer of Moody's Corporation (NYSE: MCO), has been elected to its board of directors (the “Board”) effective Sept.
NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) will release its third quarter 2026 results before the start of NYSE trading on Wednesday, October 21, 2026. A copy of the earnings release and supplemental presentation slides will be posted on Moody's Investor Relations website, ir.moodys.com. Moody's Corporation invites you to participate in a teleconference with Rob Fauber, President and Chief Executive Officer, and Noémie Heuland, Chief Financial Officer, to discuss its third quart.
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NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) today announced its fifth consecutive top ranking in the Chartis RiskTech100® 2027 report, with 18 individual category wins spanning risk management, banking, insurance, and data and analytics. The RiskTech100® is Chartis Research's annual flagship assessment and benchmarking tool for risk technology providers. Moody's sustained run at the top of the rankings reflects its approach to helping customers address evolving risks and embrace.