Moodys Stock News

Moody's possesses a rare, durable moat with highly visible and enduring cash flows, making it suitable for perpetuity-based valuation. The company's growth algorithm, driven by expanding capital markets and pricing power, has consistently delivered 6-9% revenue growth over decades, even through crises. Current valuation, though near all-time highs, is justified by historical returns from simila...

NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE:MCO) announced today that it intends to secure a majority equity stake in Middle East Rating & Investors Service (MERIS – an affiliate of Moody's), a domestic credit rating agency in Egypt. The transaction extends the long-established partnership between the companies and deepens Moody's presence in the Middle East and Africa, reaffirming its...

Warren Buffett, the chairman and CEO of Berkshire Hathaway (BRK.A -0.13%) (BRK.B -0.06%), is one of the most closely followed investors in the world. So when he pruned Berkshire's stakes in some of its top stocks, hoarded cash and U.S. Treasuries, and halted the conglomerate's buybacks of its own stock over the past two years, many investors grew worried the market was peaking.

NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) announced today that Andy Frepp, Chief Operating Officer of Moody's Analytics, has been named as Interim President of Moody's Analytics, effective immediately. Mr. Frepp succeeds Stephen Tulenko, who has resigned to pursue another opportunity. Moody's has begun a process to identify a permanent President of Moody's Analytics. “Andy's de...

NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE:MCO) announced today that the Moody's RMS U.S. Wildfire Model v2.0 has successfully completed the review process established by the California Department of Insurance (CDI). This critical milestone will enable insurers to use the forward-looking catastrophe model in their residential rate filings, supporting California's Sustainable Insurance...

NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) announced today that Steve Tulenko, President of Moody's Analytics, will speak at the Oppenheimer Annual Technology, Internet & Communications Conference on Monday, August 11, 2025. The presentation will begin at approximately 10:45 a.m. Eastern Time and will be webcast live. The webcast will be accessible at Moody's Investor Relations ...

I reiterate my Buy rating on Moody's, citing its strong moat, pricing power, and new growth in private credit and GenAI verticals. Moody's delivered resilient Q2 results, holding MIS revenue flat, despite a 12% issuance decline and expanding margins, confirming its pricing power. Momentum in private credit and GenAI adoption is accelerating growth, deepening client engagement, and extending Moo...

Moody's has underperformed major indexes over the past five years, with volatile growth and a diluted business mix weighing on returns. The core Ratings segment remains high quality but is highly sensitive to macro cycles, while Analytics growth adds stability but lowers overall valuation. Second-quarter results were better than feared, but guidance and long-term growth expectations remain in t...