Moody's Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy MCO?
Source: seekingalpha
- Earnings Beat: Moody's reported a Q4 non-GAAP EPS of $3.64, surpassing expectations by $0.20, indicating strong profitability and boosting investor confidence in the company's financial health.
- Significant Revenue Growth: The company achieved Q4 revenue of $1.89 billion, a 13.2% year-over-year increase that exceeded expectations by $20 million, reflecting robust market performance and sustained demand across its services.
- Segment Performance: Revenue growth was driven by a 12% increase in Decision Solutions, 6% in Research and Insights, and 8% in Data & Information, showcasing the company's success in diversifying its business and solidifying its market position.
- Positive Market Outlook: Moody's was upgraded to Buy by Stifel due to favorable debt issuance outlook, leading to a stock price increase, which indicates market optimism regarding its future growth potential and may attract more investor interest.
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Analyst Views on MCO
Wall Street analysts forecast MCO stock price to rise
10 Analyst Rating
8 Buy
2 Hold
0 Sell
Strong Buy
Current: 460.110
Low
526.00
Averages
586.50
High
660.00
Current: 460.110
Low
526.00
Averages
586.50
High
660.00
About MCO
Moody's Corporation is a global integrated risk assessment company. It is a global provider of research and insights; data and information, and decision solutions, which help companies make decisions. Its MA segment provides data, intelligence and analytical tools to help business and financial leaders make decisions. MA consists of a premier fixed income and economic research business (Research & Insights); a data business powered by databases on companies and credit (Data & Information), and three cloud-based subscription businesses serving banking, insurance and KYC workflows (Decision Solutions). Its MIS segment is a global provider of credit ratings, research, and risk analysis. It publishes credit ratings and provides assessment services on a wide range of debt obligations, programs and facilities, and the entities that issue such obligations in markets worldwide, including various corporate, financial institution and governmental obligations, and structured finance securities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Demand: Heightened market volatility and private credit concerns have led investors to increasingly rely on market analytics and risk assessment tools, driving S&P Global's business growth and underscoring its strategic importance in the current economic landscape.
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