Moody's Q1 revenue rises 8% to $2.1 billion; raises 2026 buyback outlook to $2.5 billion
Moody's reported first-quarter 2026 revenue of $2,079 million, up 8% from a year earlier, and diluted EPS of $3.73, up from $3.46. It raised its full-year 2026 GAAP diluted EPS guidance to $16.00 to $16.60 and its share repurchase guidance to about $2.5 billion, while reaffirming adjusted diluted EPS guidance of $16.40 to $17.00.
Key points
- Q1 2026 revenue of $2,079 million, up 8%; adjusted diluted EPS of $4.33, up 13% from $3.83.
- Full-year GAAP diluted EPS guidance raised to $16.00 to $16.60 from $15.00 to $15.60; includes an expected gain of approximately $1.25 per share from the MA Regulatory Solutions divestiture, expected to close in Q2 2026.
- Share repurchase guidance raised to approximately $2.5 billion from approximately $2.0 billion; revenue guidance unchanged.
- Quarterly dividend of $1.03 per share declared April 20, 2026, payable June 5, 2026.
The filing
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 April 22, 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.