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How Moody’s Corporation (MCO) Is Benefiting from the AI Infrastructure Boom?

Akre Capital Management, an investment management company, published the “Akre Focus ETF” third-quarter 2026 investor letter. The letter can be downloaded here. The Akre Focus ETF fell 0.84% in Q3 2026, versus a 2.30% gain for the S&P 500, as September’s 14.38% decline erased strong July and August returns. The fund’s trailing 12-month return was […]

Yahoo·12:14MCO▼−2.6%

How Earnings Beat At Moody's (MCO) Has Changed Its Investment Story

Moody's reported third quarter 2026 sales of US$2,023 million and net income of US$734 million, with diluted EPS from continuing operations at US$4.24, alongside a quarterly dividend of US$1.03 per share and board changes including a new Audit Committee chair. The combination of higher earnings per share for both the quarter and year to date, together with continued dividend payments, highlights how Moody's is pairing profit growth with ongoing capital returns while refreshing oversight on...

Yahoo·04:08MCO▼−2.6%

Moody's (MCO) Stock Looks Above Fair Value After A 64% Rise

Moody's has delivered a strong 64.0% share price gain over the past three years, which puts a bright spotlight on what kind of returns the ratings and analytics business is actually earning on the capital it deploys. With that backdrop, the live question is whether the current valuation matches the returns Moody's is generating inside the business, or whether the share price has moved ahead of those economics. A 64.0% rise over three years puts real weight on the idea that Moody's underlying...

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MCO Q3 deep dive: AI infrastructure and analytics drive segment divergence, guidance slightly raised

Credit rating agency Moody's (NYSE:MCO) missed Wall Street’s revenue expectations in Q3 2026, with sales flat year on year at $2.02 billion. Its non-GAAP profit of $4.14 per share was 2.5% below analysts’ consensus estimates.

Yahoo·18:37MCO▼−2.6%

Moody's: 3 Key Takeaways for Long-Term Investors

Moody's has posted revenue above $2 billion for three straight quarters, anchored by high-margin debt ratings and embedded software that locks in customers.

Yahoo·00:20MCO▼−2.6%

Moody’s (MCO) Stock Holds Firm As Q3 Earnings Cooling Draws Focus

Moody’s shares barely flinched after earnings, edging up around 1.2% to about US$481, even as the Q3 2026 report showed a cooler quarter on the surface. Basic EPS came in at US$4.25 on revenue of US$2,023m, softer than Q2 but feeding into a trailing twelve month profit story that still looks powerful for a credit ratings powerhouse. The immediate move suggests traders saw a steady set of numbers. The longer view is where it gets interesting, with high margins and a mixed valuation picture...

Yahoo·21:20MCO▼−2.6%

Moody's (MCO) Q3 2026 Earnings Call Transcript

Revenue topped $2 billion for a third straight quarter amid AI-driven issuance growth.

Yahoo·14:13MCO▼−2.6%

Moody's Corporation Q3 2026 Earnings Call Summary

Moby summary of Moody's Corporation's Q3 2026 earnings call

Yahoo·13:02MCO▼−2.6%

What Moody's (MCO) Said on Its Q3 Earnings Call

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. President and CEO Rob Fauber said quarterly reven

Yahoo·12:04MCO▼−2.6%

Compared to Estimates, Moody's (MCO) Q3 Earnings: A Look at Key Metrics

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.

Yahoo·08:30MCO▼−2.6%

Moody's (NYSE:MCO) Q3 2026 Results Miss Consensus, Shares Drop Premarket

Moody's Q3 2026 revenue and EPS missed consensus, sending shares down about 2.8% premarket as investors weighed the modest earnings shortfall.

ChartMill·08:22MCO▼−2.6%

Moody's (NYSE:MCO) misses Q3 2026 revenue estimates

Credit rating agency Moody's (NYSE:MCO) missed Wall Street’s revenue expectations in Q3 2026, with sales flat year on year at $2.02 billion. Its non-GAAP profit of $4.14 per share was 2.5% below analysts’ consensus estimates.

Yahoo·07:59MCO▼−2.6%

MCO Q3 Earnings Miss Estimates as Costs Rise & MIS Revenues Fall

Moody's third-quarter 2026 adjusted earnings and revenues increased y/y, supported by steady demand for analytics.

Yahoo·07:51MCO▼−2.6%

Is Moody's (MCO) Fairly Valued As Board Changes Meet A Softer Stock Price?

Moody's (MCO) is reshaping its board structure after longtime director Jorge Bermudez retired on October 12, 2026, prompting the appointment of Lisa Sawicki to lead the Audit Committee from October 15. At a share price of US$475.35, Moody's has seen short term momentum soften, with the 90 day share price return declining 2.93% and the year to date share price return down 4.74%. This comes even though total shareholder return over three years is up 59.37% and over 5 years is up 27.08%, as the...

Yahoo·22:15MCO▼−2.6%

Moody’s (MCO): Can Private Credit Create a Durable Subscription Business?

Moody’s Corporation (NYSE:MCO), featured in Insider Monkey’s 10 Best Financial Stocks to Buy According to Warren Buffett, has an opportunity beyond rating debt when it is issued. Private lenders need to track borrowers throughout a loan’s life. Selling that monitoring through subscriptions could make earnings less dependent on new financing. Moody’s Corporation (NYSE:MCO) trades at […]

Yahoo·12:52

Moody's Reports Soon: How Has The Stock Reacted To Past Earnings? (and write Moody's, possessive Moody's, throughout the body).

Moodys (NYSE:MCO) is scheduled to report its earnings on Wednesday, October 21, 2026. The company has a market value of about $83.8 billion. Over the last twelve months it generated $8.2 billion in revenue and $3.8 billion in operating profit, with net income of $2.8 billion.

Yahoo·07:02MCO▼−2.6%

Tryg Forsikring A/S mandates Tier 2 Capital Notes transaction

Tryg Forsikring A/S, rated Aa3 by Moody’s, has mandated Danske Bank and Nordea as Joint Lead Managers to arrange a Global Investor Call (GIC) and a series of virtual investor meetings today, 20 October 2026, and to explore subsequent issuance of one or more Tier 2 Capital Notes. A NOK- and/or SEK-denominated FRN with a targeted 30NC5.25-year maturity may follow, subject to market conditions. The Notes are expected to be rated A2 by Moody’s. In connection with the contemplated issuance of the Not

Yahoo·03:19

What To Expect From Moody’s (MCO) Q3 Earnings

Credit rating agency Moody's (NYSE:MCO) will be reporting results this Wednesday before market open. Here’s what to look for.

Yahoo·00:05MCO▼−2.6%

Moody's Q3 Earnings: Will Ratings Demand and Analytics Aid Growth?

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.

Yahoo·07:32MCO▼−2.6%

Water suppliers risk fresh debt crisis over nationalisation threat

Andy Burnham’s pledge to take public control of water companies risks unleashing a fresh debt crisis for struggling suppliers.

Yahoo·09:58

Moody’s upgrades Egypt to B3 on fiscal reforms, keeps positive outlook

Investing.com -- Moody’s Ratings upgraded Egypt’s long-term issuer ratings to B3 from Caa1 on Friday, maintaining a positive outlook on the sovereign. The upgrade underscores a period of sustained fiscal consolidation and structural economic reforms that have successfully placed public debt metrics on a downward trajectory.

Yahoo·17:35

Curious about Moody's (MCO) Q3 Performance? Explore Wall Street Estimates for Key Metrics

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.

Yahoo·08:15MCO▼−2.6%

RBC Capital Maintains Outperform on Moodys, Lowers Price Target to $575

High Rates Have Upturned How Moody’s Looks at Credit Risk, Chief Credit Officer Says

Leverage matters more now because interest costs are rising, said Atsi Sheth, the ratings company’s chief credit officer.

Yahoo·04:02

Moody's (MCO) Earnings Expected to Grow: Should You Buy?

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.

Yahoo·09:00MCO▼−2.6%

Moody's (MCO) Stock Looks Near Fair Value On Its 47% Run

Moody's has delivered a 46.9% gain over the past three years, which puts a spotlight on what investors are really paying for today. The key issue is whether that price is grounded in the returns the business earns on the capital it puts to work. The 46.9% three year return means a lot of future expectations are already baked into the current US$458.69 share price, so the quality of Moody's capital returns matters more than ever. The company relies heavily on turning its data, ratings and...

Yahoo·16:12MCO▼−2.6%

How Investors Are Reacting To Moody's (MCO) New EDF-X Private Credit Risk Model Launch

In early October 2026, Moody’s Corporation and Allvue Systems launched the Moody’s Analytics EDF-X Private Credit Model, a forward-looking credit risk tool built on Moody’s credit expertise and Allvue’s de-identified private credit performance data to flag early signs of borrower stress before missed payments or defaults. This is Moody’s first credit model calibrated directly on observed private credit performance, aiming to bring greater transparency and comparability to a market that lacks...

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S&P Global, Moody's Face Weak Debt Issuance in Q3, Morgan Stanley Says

S&P Global (SPGI) and Moody's (MCO) face weak debt issuance in Q3, as expected following sharp incre

Yahoo·11:02MCO▼−2.6%

Moody’s vs. S&P Global: Which Ratings-Duopoly Stock Is the Better Buy?

Moody’s Corporation (NYSE:MCO) and S&P Global Inc. (NYSE:SPGI) are the two halves of one of the best moats in finance. Together, these two rate roughly 80% of the world’s debt. Both have sold off on worries that higher rates slow the pace of debt issuance. But they trade at different prices, MCO near 30 times […]

Yahoo·00:25MCO▼−2.6%

Moody’s (MCO): Is Its Credit-Ratings Duopoly Moat Unbreakable?

Moody’s Corporation (NYSE:MCO) sits behind one of the strongest moats in finance. Alongside S&P Global, it forms a near-duopoly that rates most of the world’s debt. At about $441 a share on October 2, 2026, and $76 billion in value, it trades near 28 times earnings, roughly 19% below its high. So here is what […]

Yahoo·21:19MCO▼−2.6%

All You Need to Know About Moody's (MCO) Rating Upgrade to Buy

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).

Yahoo·11:00MCO▼−2.6%

3 Reasons MCO Has Explosive Upside Potential

Moody's has been treading water for the past six months, recording a small return of 4.1% while holding steady at $456.72. The stock also fell short of the S&P 500’s 16.6% gain during that period.

Yahoo·11:33MCO▼−2.6%

Date Set For Moody's Earnings Release And Investor Teleconference

NEW YORK, September 30, 2026--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.

Yahoo·07:00MCO▼−2.6%

Moody's (MCO) Pulls Back As Fair Value Debate Builds, Is The Stock Fully Priced?

Recent Share Performance and Business Scale Moody's (MCO) has drawn fresh attention after a period where the stock declined about 1% in the past day, 3% over the past week, and 12% over the past month. Over the past 3 months, the share price is down roughly 3%, with the year-to-date move showing a 9% decline. Over a 1 year horizon, the total return is down about 4%, while the 3 year and 5 year total returns are 51% and 34% respectively. The company last closed at US$454.82, giving it a market...

Yahoo·18:05MCO▼−2.6%

S&P Global and Moody's Have Rated Debt for More Than 100 Years. Here's Why That Moat Still Holds.

The two credit-rating giants remain resilient, evergreen investments.

Yahoo·13:50MCO▼−2.6%

Moody’s cuts Baidu outlook to negative as AI capital costs weigh on margins

Investing.com -- Moody's Ratings has affirmed Baidu Inc (NASDAQ:BIDU) A3 issuer and senior unsecured ratings, but revised its rating outlook to negative from stable as heavy artificial intelligence capital expenditures weigh on cash flow and leverage. The outlook adjustment reflects the Chinese tech giant's subdued top-line expansion, narrowing profit margins, and execution risks tied to monetizing AI services while simultaneously stabilizing its core search advertising business amid fierce dome

Yahoo·10:21MCO▼−2.6%

Moody's Named #1 in Chartis RiskTech100® for Fifth Consecutive Year

NEW YORK, September 24, 2026--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.

Yahoo·09:15MCO2.6%

3 Financial Stocks Tied Closely To Rising Treasury Yields

Bond markets are back in the spotlight as the 10 year Treasury pushes above 5%, oil trades over $100, and the Fed leans into renewed rate hikes. That mix is reshaping how risk is priced across equities and credit. Investors who understand which businesses are most exposed to this rate shock, and which might be positioned to handle it, can gain an edge. This article walks through 3 stocks from our fixed income screener that look most directly exposed to this news backdrop and explains how...

Yahoo·07:17

3 Reasons Why Growth Investors Shouldn't Overlook Moody's (MCO)

Moody's (MCO) possesses solid growth attributes, which could help it handily outperform the market.

Yahoo·12:45MCO▼−2.6%

Moody’s Just Delivered Its Best Quarter in Years. Is Its Stock Still Undervalued?

Key Stats for Moody’s Corporation (MCO)52-Week Range: $402. 28 to $546.

Yahoo·10:03MCO▼−2.6%

Higher Interest Rates Add to Data Center Builders’ Borrowing Costs

The data-center buildout just got more expensive. The Fed’s quarter-point rate increase will likely add to the already substantial borrowing costs for the tech firms that are taking on massive amounts of debt to construct the infrastructure needed to power the artificial intelligence revolution. It’s no secret that building data centers is expensive.

Yahoo·14:09

Spotting Winners: Moody's (NYSE:MCO) And Financial Exchanges & Data Stocks In Q2

Let’s dig into the relative performance of Moody's (NYSE:MCO) and its peers as we unravel the now-completed Q2 financial exchanges & data earnings season.

Yahoo·12:36MCO▼−2.6%

Can MCO's PhilRatings Investment Bolster Its Asia-Pacific Presence?

Moody's expands its Philippine reach with a PhilRatings minority stake, strengthening local debt-market capabilities and its Asia-Pacific affiliate network.

Yahoo·10:29MCO▼−2.6%

Moody's (MCO) Expands In The Philippines, Is The Stock Fully Valued?

Moody's PhilRatings deal puts Asia-Pacific expansion in focus Moody's (MCO) has agreed to acquire a minority stake in Philippine Rating Services Corporation, giving the US group a deeper foothold in the Philippines credit market and broadening its Asia-Pacific affiliate network. Set against this PhilRatings move, Moody's shares trade at US$477.93. The 90 day share price return is up 2.03%, but the year to date share price return is down 4.22%. The 3 year total shareholder return of 42.60%...

Yahoo·05:11MCO▼−2.6%

3 Large-Cap Stocks on Our Buy List

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Yahoo·12:39

Moody's (MCO) Up 5.6% Since Last Earnings Report: Can It Continue?

Moody's (MCO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Yahoo·12:30MCO▼−2.6%

Can SPGI's Mobility Spin and AI Push Unlock More Profitable Growth?

S&P Global's post-Mobility focus, rising AI adoption and margin gains sharpen its growth story, though Market Intelligence execution remains a key test.

Yahoo·11:21

Top Research Reports for NVIDIA, Applied Materials & ConocoPhillips

NVIDIA, Applied Materials and ConocoPhillips headline today's research, with AI demand, semiconductor spending and energy assets in focus.

Yahoo·17:30

Bond Traders Are Agonizing Over $70 Billion of Shadow Credit Backstops For AI Companies

Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.

Yahoo·15:00

Re-evaluating Moody’s Corporation (MCO) Long-Term Growth Strategy

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]

Yahoo·09:45MCO▼−2.6%

Moody’s Corporation Elects Keith Demmings to Board of Directors

NEW YORK, August 12, 2026--Moody’s Corporation (NYSE:MCO) today announced that Keith Demmings has been elected to the Company’s Board of Directors, effective November 1, 2026.

Yahoo·16:15MCO▼−2.6%

China Revives Free-Trade Zone Bond Market After 2023 Crackdown

(Bloomberg) -- Signs of life are returning to the Shanghai free-trade zone’s bond market, which went quiet in late 2023 after Chinese authorities clamped down on excessive borrowing by local governments.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unlea

Yahoo·21:26

Moody's (MCO) Faces Private Credit Risk, Is The Stock Already Fully Valued?

Mounting risks in private credit, especially weaker recoveries on software loans flagged by SLR Capital Partners, have pushed investors to reassess how Moody's (MCO) is exposed to credit conditions and changing expectations around default outcomes. See our latest analysis for Moody's. Moody's share price is US$478.14, with a 90 day share price return of 5.84% but a year to date share price return that is down 4.18%, while the 3 year total shareholder return of 44.64% contrasts with a 1 year...

Yahoo·17:11MCO▼−2.6%

SLR forecasts lower private credit recoveries due to covenant erosion

As the private credit market enters a challenging new phase of the credit cycle marked by worsening loan performance, recoveries are likely to underperform expectations, with software hardest hit, says Michael Gross, co-founder of SLR Capital Partners. “I believe you’re going to see more and more defaults,” said Gross in an interview with LCD. “It likely won’t be anything systemic, but the one concern I have about defaults is that we’re going to need to throw the data people have used in the pas

Yahoo·10:26

‘Beverly Hills, 90210’ School Faces Crisis With Shrinking Enrollment, Rising Costs

(Bloomberg) -- With its verdigris copper bell tower, the 90-year-old Alexander Hamilton High School in West Los Angeles encapsulates many of the Los Angeles Unified School District’s woes.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapFive Takeaways From Zuckerberg’s 6,500-Wo

Yahoo·06:30

US takeover will trash easyJet’s debt rating, warns Moody’s

EasyJet faces having its debt downgraded to junk status on the back of a takeover by an American private equity giant.

Yahoo·14:41

How AI could live up to the hype and still leave investors disappointed

Moody's said that AI could be end up being a powerful force in the economy, but still lead to more muted stock gains in the coming years.

Yahoo·11:53MCO▼−2.6%

IAI: Earnings Growth, Valuation Plunge And Broader Sector Stability Can Fuel A Solid Rebound

Buy-rated IAI ETF: broker-dealers & exchanges with strong earnings, attractive valuations (ICE, MCO) and rebound potential as volatility fades.

SeekingAlpha·07:04MCO▼−2.6%