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Moody’s Reports Record 2025 Results and Growth Outlook

Story Highlights
  • Moody’s posted record 2025 revenue and earnings, with EPS up over 20% and issued guidance pointing to further profit growth in 2026.
  • Analytics and Investors Service segments each grew 9% in 2025, driven by recurring subscriptions, record global issuance and strong AI-related and infrastructure financings.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Moody’s Reports Record 2025 Results and Growth Outlook

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Moody’s ( (MCO) ) has issued an announcement.

Moody’s Corporation reported that in the fourth quarter of 2025 revenue rose 13% year on year to $1.9 billion, while full-year 2025 revenue increased 9% to a record $7.7 billion, with foreign exchange providing a modest tailwind. Diluted earnings per share for 2025 climbed 21% to $13.67 and adjusted diluted EPS advanced 20% to $14.94, and the company issued 2026 EPS guidance implying further profit growth.

Moody’s Analytics posted 9% revenue growth in both the fourth quarter and full year 2025, driven by double-digit expansion in Decision Solutions and an 11% increase in recurring revenue, which now represents 97% of the segment’s sales. Annualized recurring revenue reached $3.5 billion, up 8% from December 31, 2024, as the unit continued to shift away from transaction-based business and deepen its subscription-led, workflow-embedded offering.

Moody’s Investors Service delivered its strongest-ever fourth quarter in 2025 with revenue up 17%, supported by robust investment-grade issuance, including several large AI-related financings, and a 30% surge in public, project and infrastructure finance activity. For the full year 2025, MIS revenue also grew 9%, underpinned by record issuance exceeding $6.6 trillion, broad-based strength in corporate and structured finance, rising banking sector issuance and growing private credit activity, while overall operating expenses rose a modest 4%, reflecting continued investment and acquisition costs partly offset by lower incentive compensation.

The most recent analyst rating on (MCO) stock is a Buy with a $550.00 price target. To see the full list of analyst forecasts on Moody’s stock, see the MCO Stock Forecast page.

Spark’s Take on MCO Stock

According to Spark, TipRanks’ AI Analyst, MCO is a Outperform.

The score is driven primarily by strong fundamentals and earnings-call momentum (record revenue, expanding margins, raised guidance), supported by a technically strong uptrend. The main constraint is valuation (high P/E and low yield), with balance-sheet leverage also a watch item.

To see Spark’s full report on MCO stock, click here.

More about Moody’s

Moody’s Corporation is a global financial services company best known for its credit ratings, research and risk analysis, operating through Moody’s Investors Service and Moody’s Analytics. The group provides credit opinions, analytics, and data-driven decision solutions for capital markets participants, financial institutions, corporations, governments, and other stakeholders worldwide.

Its Moody’s Analytics arm focuses on subscription-based decision solutions, research, and data and information products, while Moody’s Investors Service generates revenue from rating debt issuance across corporate finance, structured finance, financial institutions, and public, project, and infrastructure finance. Together, these businesses position Moody’s at the center of credit markets and risk management workflows globally.

Average Trading Volume: 1,001,859

Technical Sentiment Signal: Hold

Current Market Cap: $76.08B

Find detailed analytics on MCO stock on TipRanks’ Stock Analysis page.

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