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$MCO

8 stories mentioning MCO

Every FINWIRES story that references MCO, newest first.

Wire

Mizuho Adjusts Price Target on Moody's to $521 From $524, Maintains Neutral Rating

Moody's (MCO) has an average rating of overweight and mean price target of $540.35, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $458.29, Change: $+2.25, Percent Change: +0.49%

$MCO
Wire

Deutsche Bank Raises Price Target on Moody's to $575 From $558, Keeps Buy Rating

Moody's (MCO) has an average rating of overweight and mean price target of $540.35, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $459.63, Change: $-7.25, Percent Change: -1.55%

$MCO
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Moody's Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:After reviewing Q1 earnings, we raise our 12-month target price by $30 to $610, on a forward P/E of 32.3x our 2027 earnings estimate, a premium to peers given superior growth prospects that are less susceptible to AI disruption. We increase our 2026 EPS estimate to $16.92 from $16.89 and bump up 2027's to $18.91 from $18.45. Our revenue projections are $8.3 billion for 2026 and $8.9 billion for 2027. In February, we upgraded MCO shares, believing concerns about AI disruption were overblown. Still, despite this view, we would have given MCO a pass this quarter as the Iran conflict put a damper on economic sentiment. However, MCO delivered strong results with both Ratings and Analytics segments growing at a healthy 8% clip. The company also maintained its full-year 2026 adjusted EPS guidance of $16.40-$16.70. Most notably, AI proved to be a tailwind rather than a headwind this quarter, as Ratings revenue benefited from several large AI-related financing deals from hyperscalers.

$MCO
Sectors

Sector Update: Financial Stocks Advance Pre-Bell Wednesday

Financial stocks were advancing pre-bell Wednesday, with the State Street Financial Select Sector SPDR ETF (XLF) up 0.3%.The Direxion Daily Financial Bull 3X Shares (FAS) was 1% higher and its bearish counterpart Direxion Daily Financial Bear 3X Shares (FAZ) was down 0.7%.Moody's (MCO) shares were up more than 2% after the company posted higher Q1 adjusted earnings and revenue.Stifel Financial (SF) stock was up more than 3% after the company reported higher Q1 non-GAAP earnings and net revenue.CME Group (CME) shares were down more than 1% even after the company reported higher Q1 adjusted earnings and revenue.

$CME$FAS$FAZ$MCO$SF$XLF
Sectors

Sector Update: Financial

Financial stocks were advancing pre-bell Wednesday, with the State Street Financial Select Sector SPDR ETF (XLF) up 0.3%.The Direxion Daily Financial Bull 3X Shares (FAS) was 0.9% higher and its bearish counterpart Direxion Daily Financial Bear 3X Shares (FAZ) was down 0.7%.Moody's (MCO) shares were up more than 1% after the company posted higher Q1 adjusted earnings and revenue.

$MCO
Research

Research Alert: Mco: Q1 Earnings Beat As Margins Continue To Expand

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Moody's Corporation (MCO) posted solid Q1 2026 results with operating EPS of $4.33 vs. $3.83 in the prior year, $0.11 above consensus. Revenue of $2.08B beat consensus by 1% and rose 8% Y/Y, though growth decelerated from the prior quarter's 13% as expected given tougher conditions. Operating leverage remained strong with adjusted operating margin expanding 150 bps to 53.2% as 8% revenue growth was achieved with only 7% expense growth. MIS delivered record Q1 revenue of $1.15B with growth slowing to 8% from 17% in Q4, benefiting from over $2T in rated issuance and record Investment Grade issuance, due to strong investor demand and AI-related financing from hyperscalers. Corporate Finance led MIS growth at +12% Y/Y, while Infrastructure Finance posted its strongest quarter since 2020. MA sustained growth with revenue of $926M (+8% Y/Y), where recurring revenue represented 98% of total MA revenue and grew 11% Y/Y, demonstrating subscription model resilience with Decision Solutions leading at +7% Y/Y.

$MCO
Asia Markets

US Equity Indexes Fall as Vance's Trip to Pakistan on Hold Ahead of Iran Ceasefire Deadline

US equity indexes fell on Tuesday, while crude oil futures jumped as President Donald Trump reportedly extended the Iran ceasefire deal until Tehran submits a "unified proposal" to end the war.The Nasdaq Composite fell 0.3% to 24,334.81, with the S&P 500 down 0.6% to 7,064.01 and the Dow Jones Industrial Average lower by 0.6% to 49,149.38. All three gauges traded higher earlier in the session. All sectors except energy fell. Real estate, utilities, and industrials led the decliners.Trump said he has extended the ceasefire until Tehran submits a proposal to end the conflict permanently, CNN reported late Tuesday. The ceasefire was due to expire on Wednesday evening ET. Trump said he will continue the US blockade of Iranian ports.Trump said the extension was warranted as Tehran's government is "seriously fractured," CNBC reported.Vice President JD Vance was set to leave Tuesday morning for Pakistan, the expected location for the US-Iran talks, but his trip has been put on hold, CNN reported. The US blockade of the Strait of Hormuz has contributed to the ongoing uncertainty surrounding a second round of talks, CNN cited sources as saying.West Texas Intermediate crude oil futures climbed 2.8% to $92.13, and Brent crude futures advanced 1.6% to $96.98.Most US Treasury yields rose, with the 10-year up 4.8 basis points to 4.3% and the two-year climbed 6.9 basis points to 3.79%.Gold futures declined 2.3% to $4,718.1 and silver futures dropped 4.7% to $76.28.In economic news, US retail sales rose 1.7% in March, above the 1.4% increase expected in a Bloomberg-compiled survey and following the previous month's revised 0.7% gain. Removing both motor vehicles and a 15.5% surge in gasoline station sales, retail sales were up 0.6% in March, the same as in February.Pending home sales rose by 1.5% in March, above the 0.5% increase expected in a survey compiled by Bloomberg and following a 2.5% increase in February, according to the National Association of Realtors. The monthly sales index was down 1.1% from March 2025.In company news, UnitedHealth Group (UNH) raised its full-year earnings outlook on Tuesday, as the health insurance giant recorded an unexpected annual increase in its Q1 results. Shares jumped 7%, among the top gainers on the S&P 500 and the Dow.D.R. Horton's (DHI) fiscal Q2 results came in better than expected, although the homebuilder tempered its full-year revenue outlook. Shares advanced 5.8%, among the S&P 500's outperformers.Moody's (MCO) said Tuesday that it is deepening its partnership with Microsoft (MSFT) by embedding its credit intelligence into Microsoft 365 Copilot and other AI-driven enterprise tools, expanding its presence across financial workflows. Shares of Microsoft rose 1.5%, among the Dow's leaders.Apple (AAPL) shares fell 2.5%, among the Dow's laggards, a day after the company said that Tim Cook will become executive chairman after a nearly 15-year stint as chief executive officer, effective Sept 1.

Dow JonesNasdaq CompositeS&P 500$AAPL$DHI$MCO$MSFT$UNH
Asia Markets

US Equity Indexes Slip as Investors Await Fate of Iran Peace Talks in Pakistan

US equity indexes gave up intraday gains as crude oil futures gathered momentum after midday Tuesday, amid a fast-approaching deadline for Washington and Tehran to find a deal in the second round of talks in Pakistan.The Nasdaq Composite fell 0.3% to 24,339.8, with the S&P 500 down 0.3% to 7,087.2 and the Dow Jones Industrial Average lower by 0.2% to 49,370.3. All three gauges traded higher earlier in the session alongside corporate results.All sectors except consumer discretionary and energy fell, with real estate and industrials leading the decliners.President Donald Trump told CNBC on Tuesday that he expects the US and Iran to make a "great deal," referring to the proposed second round of talks in Islamabad that Iran has yet to confirm it will attend. The president added, however, that the US military is "ready" to bomb Iran if a deal is not signed by the ceasefire deadline late Wednesday and that he does not want to extend it.Iran has told regional mediators it would send a negotiating team to Islamabad on Tuesday, people familiar with the matter told The Wall Street Journal. But Tehran hasn't publicly confirmed it will send representatives, and Iran's top negotiator said, "We do not accept negotiations under the shadow of threats."West Texas Intermediate crude oil futures climbed 4.3% to $93.50, and Brent crude futures advanced 2.8% to $98.17.Most US Treasury yields rose, with the 10-year up 4.8 basis points to 4.3% and the two-year climbing 6.5 basis points to 3.78%.Gold futures declined 1.1% to $4,775.6 and silver futures dropped 2.4% to $78.15.In economic news, US retail sales rose 1.7% in March, above the 1.4% increase expected in a Bloomberg-compiled survey and following the previous month's revised 0.7% gain. Removing both motor vehicles and a 15.5% surge in gasoline station sales, retail sales were up 0.6% in March, the same as in February.Pending home sales rose by 1.5% in March, above the 0.5% increase expected in a survey compiled by Bloomberg and following a 2.5% increase in February, according to the National Association of Realtors. The monthly sales index was down 1.1% from March 2025.In company news, UnitedHealth Group (UNH) raised its full-year earnings outlook on Tuesday, as the health insurance giant recorded an unexpected annual increase in its Q1 results. Shares jumped 7.6%, the top gainer on the S&P 500 and the Dow.D.R. Horton's (DHI) fiscal Q2 results came in better than expected, although the homebuilder tempered its full-year revenue outlook. Shares advanced 7.1%, among the S&P 500's outperformers.Moody's (MCO) said Tuesday that it is deepening its partnership with Microsoft (MSFT) by embedding its credit intelligence into Microsoft 365 Copilot and other AI-driven enterprise tools, expanding its presence across financial workflows. Shares of Microsoft rose 1.4%, among the Dow's leaders.Apple (AAPL) shares fell 1.5%, among the Dow's laggards, a day after the company said that Tim Cook will become executive chairman after a nearly 15-year stint as chief executive officer, effective Sept 1.

Dow JonesNasdaq CompositeS&P 500$AAPL$DHI$MCO$MSFT$UNH