Every material Form 8-K Moody's filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Moody's reported third-quarter 2026 results on October 21, 2026, with revenue of $2.0 billion, up 1% from the prior-year period, and diluted EPS of $4.24, up 18% from $3.60. The company reaffirmed its full-year 2026 guidance, with no changes to the figures it had previously given, including diluted EPS of $16.00 to $16.50.
Q3 2026 revenue was $2,023 million versus $2,007 million a year earlier, up 1%; adjusted diluted EPS was $4.14 versus $3.92, up 6%.
Full-year 2026 guidance was reaffirmed: diluted EPS of $16.00 to $16.50 and adjusted diluted EPS of $16.50 to $17.00.
Year to date, Moody's returned about $3.1 billion to shareholders, including $2.6 billion in share repurchases.
The Board declared a quarterly dividend of $1.03 per share on October 20, 2026, payable December 11, 2026 to holders of record on November 20, 2026.
Moody's Corporation said Keith Demmings, President and Chief Executive Officer of Assurant, Inc. since January 2022, has been elected to its Board of Directors, effective November 1, 2026. The board has not yet decided his committee assignments, and the filing contains no financial results or guidance.
Board election effective November 1, 2026; committee assignments not yet determined
Annual cash retainer of $120,000, paid in quarterly installments
November 2026 restricted stock unit award equivalent to $230,000, vesting on the first anniversary of grant
Moody's reported second-quarter 2026 revenue of $2,185 million, up 15% from a year earlier, and diluted EPS of $5.03 versus $3.21. Diluted EPS included a $181 million gain on business divestitures, while adjusted diluted EPS rose 31% to $4.68. The company raised its full-year share repurchase guidance to up to $3.0 billion and narrowed its adjusted EPS guidance to $16.50 to $17.00, though it lowered the top of its GAAP diluted EPS range to $16.50.
Revenue of $2,185 million, up 15%; Moody's Investors Service revenue rose 25% to $1,260 million
Diluted EPS of $5.03 vs. $3.21; adjusted diluted EPS of $4.68 vs. $3.56, up 31%
Share repurchase guidance raised to up to $3.0 billion from approximately $2.5 billion
GAAP diluted EPS guidance now $16.00 to $16.50, down from $16.00 to $16.60; adjusted range $16.50 to $17.00
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.
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.
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.
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.
Moody's Corporation named Lisa P. Sawicki, former Chair of the Global Board at PricewaterhouseCoopers, as a director effective March 16, 2026, expanding the board to ten members. She will also join the Audit and Governance & Nominating committees.
Election effective March 16, 2026; board grows to ten directors
Annual cash retainer of $120,000, paid quarterly
Annual restricted stock unit award equivalent in value to $230,000, vesting on the first anniversary of grant
Sawicki served as Chair of the Global Board at PwC from 2021 to 2025
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Moody's filing is on SEC EDGAR ↗. 8-K briefs of other companies →