Moody's delivered record Q4 results, but I maintain a 'Hold' rating due to valuation concerns. MCO's growth remains robust, with double-digit AEPS and 9% top-line growth, yet recurring sales growth is slowing. The 2026E outlook appears too bullish, particularly regarding FX, unemployment, and rating issuance assumptions.

Total Revenue: Exceeded $7.7 billion, up 9% year-over-year.Adjusted Operating Margin: Expanded to 51.1%, up 300 basis points.Adjusted Diluted EPS: Reached a re

Moody's Corporation (MCO) Q4 2025 Earnings Call Transcript

Moody's tops Q4 estimates as analytics demand and Moody's Investors Service strength lift revenues, while expenses edge higher.

Although the revenue and EPS for Moody's (MCO) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Moody's (MCO) came out with quarterly earnings of $3.64 per share, beating the Zacks Consensus Estimate of $3.45 per share. This compares to earnings of $2.62 per share a year ago.

Moody's logged higher profit and revenue in the fourth quarter, as the company said efforts to scale new technologies across its business were paying off.

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NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) today announced results for the fourth quarter and full year 2025 and provided its outlook for full year 2026. The Fourth Quarter and Full Year 2025 Earnings Release and other earnings materials can be found on the 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.

MCO opens a Riyadh headquarters, deepening its Middle East presence as Saudi Arabia accelerates capital markets reforms under Vision 2030.