Moody's

MCO

Market cap $76.1B

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NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) and Anthropic today announced that Moody's Agentic Solutions (MAS) will be available natively in Anthropic's Claude environment – including Claude Desktop, Claude.ai, and Claude Enterprise – through a purpose-built Model Context Protocol (MCP) application. Together, the companies are bringing Moody's decision-grade risk intelligence into Anthropic's frontier AI environment, delivering trusted, auditable outputs at the scale and speed re.

Moody's Corporation combines a global ratings duopoly and a high-growth SaaS analytics business, delivering resilient, recurring revenues and strong operating leverage. MCO's Q4 2025 saw 13% revenue growth and 38.9% adjusted EPS growth, driven by AI adoption, private credit momentum, and robust operating margins in both segments. At a forward P/E of 25.2, MCO trades at a 10% discount to a $482 fair value estimate, with 12.3% annual EPS growth forecast through 2028.

The April 2026 Top 25 High Growth Dividend Stocks list targets quality companies trading below intrinsic value, averaging a 1.52% yield and 17.7% five-year dividend growth. Screened stocks appear ~34% undervalued by dividend yield theory, with an estimated +21% annualized long-term return potential. MSCI, WING, ZTS, INTU, and MSFT stand out for attractive valuations, robust dividend growth, and strong projected EPS growth.

Investors interested in Financial - Miscellaneous Services stocks are likely familiar with Virtu Financial (VIRT) and Moody's (MCO). But which of these two stocks offers value investors a better bang for their buck right now?

NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) will release its first quarter 2026 results before the start of NYSE trading on Wednesday, April 22, 2026. A copy of the earnings release and supplemental presentation slides will be posted on Moody's Investor Relations website, ir.moodys.com. Moody's Corporation invites you to participate in a teleconference with Rob Fauber, President, and Chief Executive Officer, and Noémie Heuland, Chief Financial Officer, to discuss its first quarte.

The market is overvaluing AGI potential and undervaluing companies that can drive efficiency by adopting current AI tools. True AGI is unattainable with current computing architectures; LLM progress is likely to plateau, leading to diminishing returns on AI infrastructure investment. I see strong buy opportunities in BRK.A/BRK.B and UNH, and buy opportunities in TRI, SPGI, and MCO, as these firms can leverage AI for productivity gains.

Moody's Corporation is a high-quality business now trading at fair value, with recent declines overblown given its resilient fundamentals. MCO's wide economic moat, especially in credit ratings, limits GenAI disruption and supports continued double-digit earnings growth. Management guides for 10–14% bottom-line growth in 2026, ongoing share buybacks, and high-single-digit revenue growth across segments.

Moody's recently reported double-digit revenue growth and an impressive earnings jump, despite its stock being hit this year. Pool Corp's business is facing cyclical pressure, but growth could reaccelerate.

Moody's (MCO) reported earnings 30 days ago. What's next for the stock?