Feb. 18 at 8:48 PM
$MCO "Moody's Corporation (MCO) shares are trading up 6.17% today, February 18, 2026, reaching approximately
$449.32. The surge is a direct response to a strong Q4 2025 earnings report and an optimistic 2026 financial forecast that surpassed Wall Street expectations. Moody's reported adjusted earnings of
$3.64 per share, comfortably beating the analyst consensus of
$3.42. Revenue rose 13% year-over-year to
$1.89 billion, also ahead of estimates. The Moody's Investors Service (MIS) division saw revenue climb 17% to
$946 million, marking its strongest fourth quarter on record. This was driven by a nearly 100% surge in investment-grade revenue as bond issuance soared.
AI Resilience: Management successfully dismissed investor fears regarding AI-related disruptions to their business model. CEO Rob Fauber emphasized the proprietary nature of Moody's data, which remains central to high-stakes decision-making despite automation trends."