Moody's Corporation (MCO) earnings on July 22, 2026
More Moody's Corporation earnings
Prior outlook: Optimistic Outcome: Partial
Moody's shares barely moved after earnings, ending nearly flat despite beating profit expectations on strong debt issuance.
MCO price around the earnings
489.70
Change: -0.2%
2026-07-22, 20:00 UTC
End of the measured window
482.05
489.43
496.80
504.18
490.77
July 22, 2026
- Price: green if it ends above the starting price; red if it ends below
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Partial
- Thesis published
- Results released
Strong earnings beat history (100%), JP Morgan PT upgrade to $600, strong 30d trend strength (+8.61% RS vs SPY).
Context analyzed before publication
- Trend
- Strong positive trajectory into earnings, indicating high expectations and potential sell-the-news risk.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.75
- Analysts covering the stock
- 21
- Average price target
- 549.19
- Lowest price target
- 490
- Highest price target
- 610
- Upside to price target
- 11.9%
- Quarterly earnings growth
- 5.8%
- Revenue growth
- 8.1%
- Forward EPS
- 18.66
- Trailing EPS
- 13.55
- Analyst moves in the last 60 days
- 5
- Strong buy: 4
- Buy: 13
- Hold: 7
- Sell: 0
- Strong sell: 0
- Strong buy
- 4
- Buy
- 13
- Hold
- 7
- Sell
- 0
- Strong sell
- 0
- July 20, 2026 · JP Morgan: Maintains rating (Overweight → Overweight)
- July 17, 2026 · Jefferies: Initiates coverage (Buy)
- July 10, 2026 · Barclays: Maintains rating (Overweight → Overweight)
- July 7, 2026 · Morgan Stanley: Maintains rating (Equal-Weight → Equal-Weight)
- July 7, 2026 · BMO Capital: Maintains rating (Market Perform → Market Perform)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (7)
- JP Morgan Maintains Overweight on Moodys, Raises Price Target to $600 (opens in a new tab) — Benzinga
- This Moody's Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday (opens in a new tab) — Benzinga
- Jefferies Initiates Coverage On Moodys with Buy Rating, Announces Price Target of $610 (opens in a new tab) — Benzinga
- Intapp Expands Collaboration With Moody's To Integrate Moody's Data And Intapp Celeste (opens in a new tab) — Benzinga
- Barclays Maintains Overweight on Moodys, Raises Price Target to $575 (opens in a new tab) — Benzinga
- Morgan Stanley Maintains Equal-Weight on Moodys, Raises Price Target to $496 (opens in a new tab) — Benzinga
- BMO Capital Maintains Market Perform on Moodys, Raises Price Target to $515 (opens in a new tab) — Benzinga
Technicals
Evidence
- Average true range (ATR)
- 2.8%
- Distance to 52-week high
- -8.6%
- 14-day change (14d)
- -2.1%
- 30-day change (33d)
- +8.8%
- 30-day relative strength
- +8.6%
- SPY change (33d)
- +0.2%
- Nearest support
- 488.43
- Nearest resistance
- 493.6
- Volume accumulation ratio (14d / 46d)
- 0.8
Trends
Evidence
- Average earnings surprise
- +5.0%
- April 22, 2026: actual EPS 4.33 vs estimate 4.22 (surprise +2.6%)
- February 18, 2026: actual EPS 3.64 vs estimate 3.44 (surprise +6.0%)
- October 22, 2025: actual EPS 3.92 vs estimate 3.68 (surprise +6.4%)
- July 23, 2025: actual EPS 3.56 vs estimate 3.39 (surprise +5.0%)
Expected move
There is no implied-move data available for this event.
Reactions over its last 20 earnings
- Median move
- 2.6%
- 75th percentile move
- 4.1%
- 90th percentile move
- 5.3%
- Up / down moves
- 13 / 7
- Average up move
- +2.9%
- Average down move
- -3.2%
Monitoring and close
What Moody's Corporation reported
- Status
- Finished
| Actual EPS | 4.68 |
|---|---|
| EPS estimate | 4.24 |
| EPS surprise | +10.4% |
| Revenue | $2,185 million |
| Revenue estimate | $2,077 million |
| Revenue surprise | +5.2% |
Moody's beat Q2 2026 estimates, but softer full-year outlook weighs. Shares rise on strong demand and raised guidance. Optimistic.
Sources (17)
- Moodys Corp (MCO) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Raised Guidance (opens in a new tab) — GuruFocus.com
- Moody's Corporation Q2 2026 Earnings Call Summary (opens in a new tab) — Moby
- Moody’s Stock Gains on Q2 Earnings Beat: Robust Debt Issuance, AI Growth Drive Target Raise (opens in a new tab) — Benzinga
- Moody's Q2 Earnings Call Highlights (opens in a new tab) — MarketBeat
- Moody's Corporation (MCO) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- Moody's (MCO) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (opens in a new tab) — Zacks
- MCO Q2 Earnings Beat on Rising Analytics Demand & Higher Issuances (opens in a new tab) — Zacks
- Moody’s shares edge lower despite second-quarter earnings beat and strong revenue growth (NYSE:MCO) (opens in a new tab) — InvestorsHub
- Moody's Corp (NYSE:MCO) Beats Q2 Estimates as Quality Stock Momentum Continues (opens in a new tab) — ChartMill
- Argentina Wins Third Credit Upgrade in Under 3 Months as Moody's Lifts Rating (opens in a new tab) — GuruFocus.com
- Moody's (MCO) Tops Q2 Earnings and Revenue Estimates (opens in a new tab) — Zacks
- Moody's (NYSE:MCO) Posts Better-Than-Expected Sales In Q2 CY2026 (opens in a new tab) — StockStory
- Moodys Narrows FY2026 GAAP EPS Guidance from $16.00-$16.60 to $16.00-$16.50 vs $15.66 Est (opens in a new tab) — Benzinga
- Correction: Moodys Raises FY2026 Adj EPS Guidance from $16.40-$17.00 to $16.50-$17.00 vs $16.76 Est (opens in a new tab) — Benzinga
- Moody's Q2 Adj. EPS $4.68 Beats $4.24 Estimate, Sales $2.185B Beat $2.077B Estimate (opens in a new tab) — Benzinga
- Moody's Corporation Delivers Exceptional Results For Second Quarter 2026 (opens in a new tab) — Yahoo
- Moody's posted adjusted earnings of $4.68 per share, beating the $4.24 estimate, and revenue of $2.185B above the $2.077B forecast. — Benzinga
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, the figures don't clearly confirm the prior scenario.
How the stock reacted
- Outcome
- Partial
- Consolidated
- -0.2%
- Max favorable move (MFE)
- 2.1%
- Max adverse move (MAE)
- 1.8%