MOODYS CORP /DE/
Moody's (MCO) and S&P Global (SPGI) dominate credit ratings, with both stocks down due to concerns about higher interest rates. MCO trades at 30x earnings, focused on ratings, while SPGI trades at 25x earnings, with diversified revenue streams. Analysts see 28% upside for MCO and 33% for SPGI, but both face risks tied to debt issuance.
Moody’s Corp. completed its acquisition of a 19.99% stake in Philippine Rating Services Corp. (PhilRatings) in September, expanding its Asia-Pacific presence. Moody’s sees positive outlook for Philippine corporate bond issuance due to economic growth and infrastructure needs. The investment supports Moody’s expansion in emerging markets, with plans for collaboration over the next 12-24 months.
Paychex, Republic Services, Moody’s, and Cintas are highlighted for their recurring revenue models and dividend growth. Paychex (PAYX) yields 4.47%, Republic Services (RSG) increased its dividend for 23 years, Moody’s (MCO) has strong analytics subscriptions, and Cintas (CTAS) has a 43-year dividend growth record. Each company's financials and risks are discussed.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning MCO (MOODYS CORP /DE/). Coverage has skewed bearish: 0 bullish, 1 neutral, and 1 bearish.
Recent MCO coverage spans financial news, mergers & acquisitions and earnings.
In the last 30 days, MCO insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($420K). The most active reporter was Fauber Robert, President and CEO, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Moody's may face pressure if higher rates curb new debt issuance, given its reliance on ratings revenue.
The deal expands Moody's presence in the Philippines and could boost its Asia‑Pacific revenue over time.
Moody’s may experience limited buying interest from income investors, but overall impact is muted.
Potential revenue uplift from AI data services.
No new catalyst; the recap reinforces existing bullish view but offers no actionable change.
AlphAI scores every news story that mentions MCO with an AI model for sentiment and relevance, and aggregates insider trades from MOODYS CORP /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Moody's (MCO) and S&P Global (SPGI) dominate credit ratings, with both stocks down due to concerns about higher interest rates. MCO trades at 30x earnings, focused on ratings, while SPGI trades at 25x earnings, with diversified revenue streams. Analysts see 28% upside for MCO and 33% for SPGI, but both face risks tied to debt issuance.
2 min readMoody’s Corp. completed its acquisition of a 19.99% stake in Philippine Rating Services Corp. (PhilRatings) in September, expanding its Asia-Pacific presence. Moody’s sees positive outlook for Philippine corporate bond issuance due to economic growth and infrastructure needs. The investment supports Moody’s expansion in emerging markets, with plans for collaboration over the next 12-24 months.
2 min readPaychex, Republic Services, Moody’s, and Cintas are highlighted for their recurring revenue models and dividend growth. Paychex (PAYX) yields 4.47%, Republic Services (RSG) increased its dividend for 23 years, Moody’s (MCO) has strong analytics subscriptions, and Cintas (CTAS) has a 43-year dividend growth record. Each company's financials and risks are discussed.
2 min readInvesting.com highlights three investment angles: 1) Credit rating agencies Moody's (MCO) and S&P Global (SPGI) leveraging AI, with MCO up 1.63% YTD and SPGI down 22.58%. 2) Fortress balance sheet stocks like NVIDIA (NVDA), Fastenal (FAST), and Monster Beverage (MNST) with strong credit metrics. 3) Renault (RNO) upgraded to investment grade by Moody's, potentially lowering borrowing costs. Each angle has unique risks and time horizons.
3 min readMoody's Corporation (MCO) reported strong Q2 2026 results with 9% revenue growth, 53% adjusted operating margin, and $718M free cash flow. Management raised full-year guidance, citing cyclical recovery in debt markets and steady growth in its Analytics segment. The company's stock trades below its 52-week high, with a Street mean target of $561.90 and a forward P/E of ~26x.
2 min readMoody’s Corporation (MCO) acquired a minority stake in Philippine Rating Services Corporation (PhilRatings) to strengthen its presence in the Philippines' domestic debt market. PhilRatings will operate independently, and the investment aligns with MCO's strategy to expand in developing markets. MCO's shares gained 6.0% over six months, outperforming its industry. The company has a Zacks Rank #3 (Hold).
2 min readGreg Abel, successor to Warren Buffett, now oversees Berkshire Hathaway's $360 billion portfolio, with 82% concentrated in 10 stocks. Apple, American Express, and Alphabet are top holdings. Abel has added tech stocks and maintained financial stocks as key investments. Buffett's 'indefinite' holdings, like Coca-Cola, remain.
3 min readMoody's Corporation (MCO), a large-cap risk assessment firm, has seen its stock decline 8.5% from its 52-week high but is up 11.4% over the past three months, outperforming the S&P 500. However, it has underperformed the index over the past year. MCO reported better-than-expected Q2 2026 earnings with revenue of $2.2 billion and adjusted EPS of $4.68. Analysts have a 'Moderate Buy' consensus with a mean price target of $562.83, suggesting a 14.5% upside.
2 min readStocks of Morningstar, Moody's, Goldman Sachs, Lazard, and StoneX rose 2.9%-3.3% after Fed Governor Waller signaled support for steady interest rates, citing disinflation trends. Waller noted PCE inflation dropped from 4.76% to 3.05% but warned of uncertainties. Market-implied odds for a September rate hike fell to 48.4%.
2 min readFauber Robert (President and CEO) sold 1,467 shares of MOODYS CORP /DE/ (MCO) at $501.89 ($0.74M total) across 2 trades on 2026-09-01 under a Rule 10b5-1 trading plan.
1 min read
