AI brief of an SEC Form 8-K · Moody's (MCO)

Moody's Q4 revenue up 13% to $1.9 billion; sets 2026 diluted EPS outlook

Positive Impact 3 of 5 earnings Written later

Moody's reported fourth-quarter 2025 revenue of $1.9 billion, up 13%, and diluted EPS of $3.41, up 57% from the prior-year period. For full year 2025, revenue rose 9% to $7.7 billion and diluted EPS rose 21% to $13.67. The company also projected 2026 diluted EPS of $15.00 to $15.60, compared with the $13.67 reported for 2025.

Key points

  • Q4 2025 revenue was $1.9 billion, up 13%; diluted EPS was $3.41, up 57%.
  • FY 2025 revenue was $7.7 billion, up 9%; diluted EPS was $13.67, up 21%; adjusted diluted EPS was $14.94, up 20%.
  • FY 2026 projected diluted EPS is $15.00 to $15.60; adjusted diluted EPS is projected at $16.40 to $17.00.
  • Board declared a quarterly dividend of $1.03 per share, payable March 13, 2026; Q4 2025 buybacks totaled 0.9 million shares at an average $485.55.

The filing

CompanyMoody's (MCO)
Form8-K, current report
Filed with the SECFeb 18, 2026, 6:58 AM ET
Accession number0001628280-26-008788

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 18, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.