MCO Stock Recent News

My investment journey began with Benjamin Graham's teachings, emphasizing cash flow analysis and earnings power, which I adapted to the technology industry. Warren Buffett's early use of Moody's Manual for stock screening highlights the importance of in-depth industry knowledge and fundamental analysis. Moody's offers a strong investment case with 96% recurring revenue, high retention rates, and a dominant market position in the credit ratings industry.

NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) announced today that Noémie Heuland, Chief Financial Officer, will speak at the Barclays Americas Select Franchise Conference on Wednesday, May 7, 2025. The presentation will begin at approximately 6:30 a.m. Eastern Time and will be webcast live. The webcast will be accessible at Moody's Investor Relations website, ir.moodys.com. This event is conducted in compliance with Regulation FD. Senior management may use this content during subs.

Investors with an interest in Financial - Miscellaneous Services stocks have likely encountered both Guild Holdings Company (GHLD) and Moody's (MCO). But which of these two stocks presents investors with the better value opportunity right now?

The latest quarterly update from Moody's (MCO -0.11%) delivered mixed signals for investors to interpret. For the period ended March 31, the financial services intelligence giant posted an 8% year-over-year increase in quarterly revenue, while adjusted earnings per share (EPS) were up 14% to $3.83, with both metrics surpassing Wall Street estimates.

Moody's Corporation reported strong Q1 2025 earnings, with revenue and EPS exceeding expectations, driven by robust performance in ratings. Despite trimming FY 2025 guidance due to macroeconomic uncertainties, Moody's valuation has become more attractive at a price-to-cash flow of 31.2x. Risks include potential declines in credit issuances and slower up-sells from new AI products, but Moody's strong market position and recurrent revenue provide resilience.

Moody's Corporation (NYSE:MCO ) Q1 2025 - Earnings Conference Call April 22, 2025 9:00 AM ET Company Participants Shivani Kak - Head IR Rob Fauber - President and CEO Noémie Heuland - CFO Conference Call Participants Alex Haas - JPMorgan Ashish Sabadra - RBC Capital Markets George Tong - Goldman Sachs Russell Quelch - Redburn Atlantic Craig Huber - Huber Research Partners David Motemaden - Evercore ISI Manav Patnaik - Barclays Jeff Silber - BMO Capital Markets Alex Kramm - UBS Faiza Alwy - Deutsche Bank Owen Lau - Oppenheimer Pete Christiansen - Citi Sean Kennedy - Mizuho Joshua Dennerlein - Bank of America Operator Good day, everyone, and welcome to the Moody's Corporation First Quarter 2025 Earnings Call. At this time, I would like to inform you that this conference is being recorded and that all participants are in a listen-only mode.

While the top- and bottom-line numbers for Moody's (MCO) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Credit ratings, research, and risk analysis provider Moody's Corp. (MCO 2.22%) reported first-quarter 2025 earnings on Tuesday, April 22, that topped analysts' consensus expectations. Adjusted earnings per share (EPS) of $3.83 came in ahead of the expected $3.52.

Higher revenues on the back of bond issuances and demand for analytics aid MCO's Q1 results. It lowers 2025 earnings targets on ambiguity and market volatility.

Moody's (MCO) came out with quarterly earnings of $3.83 per share, beating the Zacks Consensus Estimate of $3.56 per share. This compares to earnings of $3.37 per share a year ago.