Moody's: Q3 Earnings Emphasize Detached Valuation

Moody's Corporation is downgraded to 'Sell' after years of underperformance and a deteriorating business mix. MCO's growth has slowed, with Q3 revenue up just 1% and operating margins declining, reflecting weaker fundamentals. Valuation is demanding at nearly 30x forward earnings, despite muted growth prospects and a less attractive revenue mix.

Seeking Alpha • Oct 22, 2026

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

AI infrastructure issuance increased fourfold from the prior year's third quarter. Refinancing needs across the U.S. and EMEA top $5 trillion.

The Motley Fool • Oct 22, 2026

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.

MarketBeat • Oct 21, 2026

Moody's Corporation (MCO) Q3 2026 Earnings Call Transcript

Moody's Corporation (MCO) Q3 2026 Earnings Call Transcript

Seeking Alpha • Oct 21, 2026

Moody's Corporation Reports Results For Third Quarter 2026

NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) today announced results for the third quarter 2026. The Earnings Release and other earnings materials can be found on 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 Details: Date and time October 21, 2026, at 9:00 a.m. ET Duration 1 hour Webcast The webcast and.

Business Wire • Oct 21, 2026

Moody's (MCO) Misses Q3 Earnings and Revenue Estimates

Moody's (MCO) came out with quarterly earnings of $4.14 per share, missing the Zacks Consensus Estimate of $4.25 per share. This compares to earnings of $3.92 per share a year ago.

Zacks Investment Research • Oct 21, 2026

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.

Zacks Investment Research • Oct 21, 2026

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.

Zacks Investment Research • Oct 21, 2026

Moody's: Even Its Exceptional Quality Doesn't Justify 30× P/E

Moody's Corporation remains a high-quality, cash-generative franchise, but its current 28-30x P/E valuation is difficult to justify. Q3 '26 results confirm slowing revenue growth (1%) and declining transaction revenues (-5%), with earnings guidance intact but below market expectations. AI is a useful tool for MCO but does not warrant the current valuation premium; the business remains fundamentally sound with limited operational risks.

Seeking Alpha • Oct 21, 2026

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.

Zacks Investment Research • Oct 19, 2026