Recent Insider Transactions • May 07
Senior VP & General Counsel recently sold Mex$1.3m worth of stock On the 1st of May, Richard Steele sold around 158 shares on-market at roughly Mex$8,114 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$35m. Insiders have been net sellers, collectively disposing of Mex$81m more than they bought in the last 12 months. Declared Dividend • May 05
First quarter dividend of US$1.03 announced Shareholders will receive a dividend of US$1.03. Ex-date: 15th May 2026 Payment date: 5th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 26%. Ankündigung • Apr 02
Moody's Corporation to Report Q1, 2026 Results on Apr 22, 2026 Moody's Corporation announced that they will report Q1, 2026 results Pre-Market on Apr 22, 2026 Ankündigung • Mar 17
Moody’s Corporation Announces Moody’s Ratings Launches Network-Agnostic Token Integration Engine Moody’s Corporation announced that Moody’s Ratings has launched its network-agnostic Token Integration Engine™ (TIE), becoming the first credit rating agency to ingest analytical data and share credit insights on-chain. As an inaugural step, it is the first rating agency to operate a node on the Canton Network. Moody’s Ratings’ TIE serves as the foundational integration layer, utilizing its node on Canton to enhance transparency and operational efficiency in the digital finance ecosystem. Participation will be issuer-led, supporting market alignment while preserving the integrity, control, and central role of Moody’s Ratings across digitized global capital markets. The Canton Network was developed to support the privacy and regulatory needs of institutional finance and brings together global organizations to synchronize financial data and processes across a decentralized infrastructure. Moody’s Ratings’ TIE plans to expand coverage across other digital finance networks, lines of business and instrument types as adoption grows. Recent Insider Transactions • Mar 11
Insider recently sold Mex$35m worth of stock On the 4th of March, Michael West sold around 4k shares on-market at roughly Mex$8,317 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$78m more than they bought in the last 12 months. Recent Insider Transactions • Mar 07
Insider recently sold Mex$35m worth of stock On the 4th of March, Michael West sold around 4k shares on-market at roughly Mex$8,317 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$78m more than they bought in the last 12 months. Ankündigung • Mar 05
Moody's Corporation, Annual General Meeting, Apr 14, 2026 Moody's Corporation, Annual General Meeting, Apr 14, 2026. Declared Dividend • Feb 21
Fourth quarter dividend of US$1.03 announced Shareholders will receive a dividend of US$1.03. Ex-date: 2nd March 2026 Payment date: 13th March 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 28%. Reported Earnings • Feb 20
Full year 2025 earnings released: EPS: US$13.73 (vs US$11.32 in FY 2024) Full year 2025 results: EPS: US$13.73 (up from US$11.32 in FY 2024). Revenue: US$7.72b (up 8.9% from FY 2024). Net income: US$2.46b (up 20% from FY 2024). Profit margin: 32% (up from 29% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Capital Markets industry in South America. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to Mex$7,173, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Capital Markets industry globally. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,948 per share. Board Change • Feb 12
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Director Sumit Dhawan was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Jan 28
Moody's Corporation to Report Q4, 2025 Results on Feb 18, 2026 Moody's Corporation announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 18, 2026 Board Change • Jan 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Director Sumit Dhawan was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Jan 13
Moody’s Corporation Appoints Lisa P. Sawicki to Board of Directors, Effective March 16, 2026 Moody’s Corporation has elected Lisa P. Sawicki to the Company’s Board of Directors, effective March 16, 2026. Lisa P. Sawicki brings over 35 years of experience in providing audit and business advisory services to companies in the financial services industry. Most recently, Ms. Sawicki served as Chair of the Global Board at PricewaterhouseCoopers LLP (PwC), where she led the firm’s governance body in overseeing the development and execution of its global strategy and quality standards. Ms. Sawicki has also served as the global engagement partner for many of PwC’s largest international Banking and Capital Markets clients and held several leadership roles within PwC, including Lead Client Partner, Financial Services, and Financial Services Assurance Leader, New York. Ms. Sawicki joined PwC in 1989. She earned a BS in Accounting from New York University and holds a CPA license in New York and North Carolina. Ms. Sawicki will join the Board’s Audit and Governance & Nominating committees. Board Change • Nov 14
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Director Sumit Dhawan was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Oct 24
Third quarter dividend of US$0.94 announced Shareholders will receive a dividend of US$0.94. Ex-date: 21st November 2025 Payment date: 12th December 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 28%. Reported Earnings • Oct 23
Third quarter 2025 earnings released: EPS: US$3.61 (vs US$2.94 in 3Q 2024) Third quarter 2025 results: EPS: US$3.61 (up from US$2.94 in 3Q 2024). Revenue: US$2.01b (up 11% from 3Q 2024). Net income: US$646.0m (up 21% from 3Q 2024). Profit margin: 32% (up from 30% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Capital Markets industry in South America. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year. Ankündigung • Oct 08
Moody's Corporation to Report Q3, 2025 Results on Oct 22, 2025 Moody's Corporation announced that they will report Q3, 2025 results Pre-Market on Oct 22, 2025 Ankündigung • Sep 16
Moody's Agentic Solutions to Automate Complex Workflows and Speed Human Decision-Making Moody's announced Agentic Solutions, a addition to its suite of AI-powered offerings designed to transform how organizations make decisions in complex, high-stakes environments. The new solutions empower organizations to act with greater speed, precision, and confidence than ever before, reshaping how risk is decoded, opportunities are identified, and decisions are made. Built on Moody's trusted data estate covering more than 590 million global entities, Agentic Solutions coordinate AI agents that automate and optimize knowledge-intensive workflows across finance, risk, and strategy. Working together, the agents deliver specific enhancements to decision-makers, including: Elevated Productivity: AI-coordinated workflows transform manual processes, empowering teams to deliver executive-ready insights in minutes rather than hours. Reliable, Transparent Outputs: Every result is clearly sourced, auditable, and backed by rigorous data governance, providing confidence in high-stakes, compliance-heavy environments. Workflow Efficiency: More than 50 domain-specific agents can work in tandem, adding intelligent automation across high-value workflows such as credit assessment, portfolio monitoring, sales intelligence, and know-your-customer screening. Purpose-Built for Regulated Industries: Configurable deployments are designed to meet the demands of financial services, real estate, insurance, and other dynamic sectors where accuracy, transparency, and compliance are essential. Upcoming Dividend • Aug 08
Upcoming dividend of US$0.94 per share Eligible shareholders must have bought the stock before 15 August 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (3.6%). Recent Insider Transactions • Aug 01
President of Moody's Analytics recently sold Mex$20m worth of stock On the 30th of July, Stephen Tulenko sold around 2k shares on-market at roughly Mex$9,605 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$93m more than they bought in the last 12 months. Declared Dividend • Jul 25
Second quarter dividend of US$0.94 announced Shareholders will receive a dividend of US$0.94. Ex-date: 15th August 2025 Payment date: 5th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 28%. Ankündigung • Jul 25
Moody's Corporation announces Quarterly dividend, payable on September 05, 2025 Moody's Corporation announced Quarterly dividend of USD 0.9400 per share payable on September 05, 2025, ex-date on August 15, 2025 and record date on August 15, 2025. Ankündigung • Jul 22
Moody's Corporation Announces Resignation of Lloyd W. Howell, Jr. to Its Board of Directors, Effective July 18, 2025 On July 18, 2025, Lloyd W. Howell, Jr. notified Moody’s Corporation (the “Company”) of his decision to resign from the Company’s board of directors (the “Board”), effective immediately. Mr. Howell’s resignation from the Board was not a result of any disagreement with the Company’s operations, policies or practices. Ankündigung • Jul 17
Moody’s Corporation Appoints Sumit Dhawan to Board of Directors and Board’s Governance & Nominating and Compensation & Human Resources Committees Effective July 16, 2025 Moody’s Corporation announced that Mr. Sumit Dhawan has been elected as a member of the Company’s Board of Directors, effective July 16, 2025. Mr. Dhawan will also serve on the Board’s Governance & Nominating and Compensation & Human Resources Committees. With the election of Mr. Dhawan, the Company’s Board has increased in size from nine to ten directors. Mr. Dhawan, 50, has served as the Chief Executive Officer of Proofpoint Inc., an enterprise cybersecurity company, since November 2023. From June 2021 to November 2023, Mr. Dhawan served as President of VMware Inc., a cloud computing and virtualization technology company, and from February 2020 to June 2021 he served as VMWare’s Chief Customer Experience Officer. Before that, Mr. Dhawan was chief executive officer of Instart, a cybersecurity business delivering innovations in web application performance and security services and held senior executive and general management roles at VMWare and Citrix. Mr. Dhawan holds an MBA from the Warrington College of Business at the University of Florida, an MS in Computer Science from the University of Minnesota, and a BS in Computer Science from the Indian Institute of Technology (IIT). Ankündigung • Jul 16
Moody's Corporation Appoints Sumit Dhawan to Board of Directors,Effective July 16, 2025 Moody's Corporation has elected Sumit Dhawan to the Company’s Board of Directors, effective July 16, 2025. Mr. Dhawan will join the Board’s Governance & Nominating and Compensation & Human Resources committees. With
the election of Mr. Dhawan, Moody’s Board will consist of ten directors. Mr. Dhawan has over 25 years of experience building and leading security, cloud, and end- user computing businesses. Mr. Dhawan has been the CEO of Proofpoint Inc., a cybersecurity and compliance company, since November 2023. Prior to that, he held several senior executive positions at VMware Inc., a cloud software company, culminating with his role as President. Previously, he served as CEO of Instart, a technology company that delivered web application performance and security services. Mr. Dhawan holds an MBA from the Warrington College of Business at the University of Florida, an M.S. in Computer Science from the University of Minnesota, and a B.S. in Computer Science from the Indian Institute of Technology (IIT). Ankündigung • Jul 09
Moody's Corporation to Report Q2, 2025 Results on Jul 23, 2025 Moody's Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 23, 2025 Board Change • Jun 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jose Minaya was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • May 08
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jose Minaya was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Apr 24
Moody's Corporation announces Quarterly dividend, payable on June 06, 2025 Moody's Corporation announced Quarterly dividend of USD 0.9400 per share payable on June 06, 2025, ex-date on May 16, 2025 and record date on May 16, 2025. Reported Earnings • Apr 23
First quarter 2025 earnings released: EPS: US$3.47 (vs US$3.16 in 1Q 2024) First quarter 2025 results: EPS: US$3.47 (up from US$3.16 in 1Q 2024). Revenue: US$1.92b (up 7.7% from 1Q 2024). Net income: US$625.0m (up 8.3% from 1Q 2024). Profit margin: 33% (in line with 1Q 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Capital Markets industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year. Ankündigung • Apr 08
Moody's Corporation to Report Q1, 2025 Results on Apr 22, 2025 Moody's Corporation announced that they will report Q1, 2025 results Pre-Market on Apr 22, 2025 Valuation Update With 7 Day Price Move • Apr 05
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to Mex$8,290, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Capital Markets industry globally. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,459 per share. Board Change • Apr 05
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Jose Minaya was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Mar 12
Moody's Corporation Announces Management Changes, Effective April 1, 2025 On March 11, 2025, Moody's Corporation announced that Caroline Sullivan, 56, Chief Accounting Officer and Corporate Controller and the Company have mutually agreed that she will be departing from her position on April 1, 2025 and is expected to remain with the Company for a transitional period. Ms. Sullivan has served as the Chief Accounting Officer and Corporate Controller of the Company since December 2018. Succeeding Ms. Sullivan as the Chief Accounting Officer and Controller of the Company on the Effective Date will be Jason Phillips. Mr. Phillips, 48, joined the Company in 2003 and has held various roles of increasing responsibility in the Controllership's General Accounting Consolidations and External Reporting and Accounting Policy teams, including his most recent positions of Managing Director, Assistant Controller (August 2022 to March 2025) and Managing Director, Financial Reporting, Accounting Research and Policy, Consolidations (April 2020 to August 2022). Mr. Phillips holds a B.S. in Accounting from The Pennsylvania State University and is a CPA in New York. Mr. Phillips is an active member of FEI's Financial Accounting and Reporting Roundtable and the AICPA. Recent Insider Transactions • Mar 08
President recently sold Mex$31m worth of stock On the 4th of March, Robert Fauber sold around 3k shares on-market at roughly Mex$10,304 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months. Ankündigung • Mar 06
Moody's Corporation, Annual General Meeting, Apr 15, 2025 Moody's Corporation, Annual General Meeting, Apr 15, 2025. Board Change • Mar 04
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Jose Minaya was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Feb 16
Fourth quarter dividend of US$0.94 announced Shareholders will receive a dividend of US$0.94. Ex-date: 25th February 2025 Payment date: 14th March 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 27%. Reported Earnings • Feb 14
Full year 2024 earnings released: EPS: US$11.32 (vs US$8.77 in FY 2023) Full year 2024 results: EPS: US$11.32 (up from US$8.77 in FY 2023). Revenue: US$7.09b (up 20% from FY 2023). Net income: US$2.06b (up 28% from FY 2023). Profit margin: 29% (up from 27% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Capital Markets industry in South America. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jan 30
Moody's Corporation to Report Q4, 2024 Results on Feb 13, 2025 Moody's Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 13, 2025 Board Change • Jan 28
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Jose Minaya was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Jan 13
Moody's Corporation (NYSE:MCO) agreed to acquire Cape Analytics, LLC. Moody's Corporation (NYSE:MCO) agreed to acquire Cape Analytics, LLC on January 13, 2025.
The acquisition is expected to close in the first quarter of 2025, subject to the satisfaction of customary closing conditions, including the expiration or termination of any applicable regulatory waiting periods. Board Change • Dec 13
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Jose Minaya was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Dec 05
LeaseCrunch LLC acquired Finagraph from Moody's Corporation (NYSE:MCO) and Booyami, Inc. LeaseCrunch LLC acquired Finagraph from Moody's Corporation (NYSE:MCO) and Booyami, Inc. on December 4, 2024.
LeaseCrunch LLC completed the acquisition of Finagraph from Moody's Corporation (NYSE:MCO) and Booyami, Inc. on December 4, 2024. Ankündigung • Nov 21
Moody's Corporation (NYSE:MCO) acquired Numerated Growth Technologies, Inc. Moody's Corporation (NYSE:MCO) acquired Numerated Growth Technologies, Inc. on November 21, 2024. The terms of the transaction were not disclosed. The transaction further expands Moody’s Lending Suite capabilities across the credit lifecycle, providing banking customers with a powerful end-to-end loan origination and monitoring solution.
Moody's Corporation (NYSE:MCO) completed the acquisition of Numerated Growth Technologies, Inc. on November 21, 2024. Upcoming Dividend • Nov 15
Upcoming dividend of US$0.85 per share Eligible shareholders must have bought the stock before 22 November 2024. Payment date: 13 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Mexican dividend payers (7.1%). Lower than average of industry peers (5.2%). Recent Insider Transactions • Nov 13
President of Moody's Ratings recently sold Mex$5.7m worth of stock On the 8th of November, Michael West sold around 600 shares on-market at roughly Mex$9,541 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$45m more than they bought in the last 12 months. Declared Dividend • Oct 24
Third quarter dividend of US$0.85 announced Shareholders will receive a dividend of US$0.85. Ex-date: 22nd November 2024 Payment date: 13th December 2024 Dividend yield will be 0.5%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 26%. Reported Earnings • Oct 23
Third quarter 2024 earnings released: EPS: US$2.94 (vs US$2.12 in 3Q 2023) Third quarter 2024 results: EPS: US$2.94 (up from US$2.12 in 3Q 2023). Revenue: US$1.81b (up 23% from 3Q 2023). Net income: US$534.0m (up 37% from 3Q 2023). Profit margin: 30% (up from 26% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Global Capital Markets industry. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Ankündigung • Oct 23
Moody's Corporation Provides Earnings Guidance for the Year 2024 Moody's Corporation provided earnings guidance for the year 2024. For the year 2024, the company expects company's revenue to grow in the high teens percentage range. Ankündigung • Oct 08
Moody's Corporation to Report Q3, 2024 Results on Oct 22, 2024 Moody's Corporation announced that they will report Q3, 2024 results Pre-Market on Oct 22, 2024 Ankündigung • Sep 06
Moody's Corporation (NYSE:MCO) acquired Praedicat, Inc. Moody's Corporation (NYSE:MCO) acquired Praedicat, Inc. on September 5, 2024.
Moody's Corporation (NYSE:MCO) completed the acquisition of Praedicat, Inc. on September 5, 2024. Upcoming Dividend • Aug 09
Upcoming dividend of US$0.85 per share Eligible shareholders must have bought the stock before 16 August 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Mexican dividend payers (7.1%). Lower than average of industry peers (6.0%). Recent Insider Transactions • Aug 01
President of Moody's Ratings recently sold Mex$9.2m worth of stock On the 29th of July, Michael West sold around 1k shares on-market at roughly Mex$8,398 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$40m more than they bought in the last 12 months. Declared Dividend • Jul 26
Second quarter dividend of US$0.85 announced Shareholders will receive a dividend of US$0.85. Ex-date: 16th August 2024 Payment date: 6th September 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 32%. Cash payout ratio: 30%. Reported Earnings • Jul 25
Second quarter 2024 earnings released: EPS: US$3.03 (vs US$2.05 in 2Q 2023) Second quarter 2024 results: EPS: US$3.03 (up from US$2.05 in 2Q 2023). Revenue: US$1.82b (up 22% from 2Q 2023). Net income: US$552.0m (up 46% from 2Q 2023). Profit margin: 30% (up from 25% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Capital Markets industry in South America. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Ankündigung • Jul 23
Moody's Corporation Declares Regular Quarterly Dividend Payable on September 6, 2024 Moody's Corporation announced that on July 22, 2024, the Board of Directors declared a regular quarterly dividend of $0.85 per share of MCO Common Stock. The dividend will be payable on September 6, 2024, to stockholders of record at the close of business on August 16, 2024. Ankündigung • Jul 10
Moody's Corporation to Report Q2, 2024 Results on Jul 23, 2024 Moody's Corporation announced that they will report Q2, 2024 results Pre-Market on Jul 23, 2024 Ankündigung • Jul 09
Moody's Corporation (NYSE:MCO) acquired remaining 49% stake in Global Credit Rating Co (Pty) Ltd. Moody's Corporation (NYSE:MCO) acquired remaining 49% stake in Global Credit Rating Co (Pty) Ltd on July 8, 2024.Moody's Corporation (NYSE:MCO) completed the acquisition of remaining 49% stake in Global Credit Rating Co (Pty) Ltd on July 8, 2024. Ankündigung • May 16
Diligent Announces Enterprise Risk Management Dashboard Powered by Moody's Proprietary Data, Providing A Comprehensive View of External Risk Diligent announced a first-of-its-kind Enterprise Risk Management (ERM) dashboard powered by market data from Moody's. The dashboard will help Chief Risk Officers, Chief Financial Officers, general counsel and other risk professionals monitor critical risk factors, aggregate findings and present a clear and comprehensive report to the board to drive informed decisions and long-term success for the organization. The ERM dashboard complements the recent launch of Board Reporting for ERM from Diligent, which provides organizations with a clear and consistent view of their internal risk posture. Together, leaders can gain a comprehensive understanding of both internal and external risk to drive decision making. Leveraging powerful proprietary data from Moody's along with the ability to add valuable internal risk data aggregated from Diligent, the ERM dashboard provides: A holistic view of external risk with access to Moody's data including credit risk assessments, supplier performance risks scores, credit sentiment scores and country risk index. Data-driven decision-making to pre-emptively identify risk and enhance oversight, leveraging insights from Moody's comprehensive data sets. Effortless reporting to the C-suite and board, streamlining communication and delivering clear and concise insights to foster proactive risk management strategies. Declared Dividend • May 13
First quarter dividend of US$0.85 announced Shareholders will receive a dividend of US$0.85. Ex-date: 16th May 2024 Payment date: 7th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 30%. Ankündigung • May 03
Moody's Corporation Declares Regular Quarterly Dividend, Payable on June 7, 2024 On April 26, 2024, the Board of Directors of Moody's Corporation declared a regular quarterly dividend of $0.85 per share of MCO Common Stock. The dividend will be payable on June 7, 2024, to stockholders of record at the close of business on May 17, 2024. Ankündigung • Apr 23
Bitsight and Moody's Launch New Cyber Risk Solution Covering More Than 325 Million Organizations Bitsight and Moody's announced the launch of the Implied Cyber Threat (ICT), an offering built on Bitsight's leading cyber risk analytics engine and Moody's Orbis company database. The ICT provides cyber risk insights and valuable market context for more than 325 million organizations worldwide - the highest coverage in the market by a factor of over 25x. As the global economy becomes increasingly digital and losses from cyber events continue to climb, cyber risk has become a primary consideration beyond the enterprise security suite. Organizations need cyber risk insights into all third parties they do business with, including insureds, investments, and borrowers. The ICT is an industry-first analytic that facilitates a unified, comparable assessment of the inherent risks these organizations face. The ICT quantifies the inherent cyber risk for an organization based on Moody's leading firmographic indicators including company size, sector and geography, plus a unique subset of Bitsight's risk vectors including botnet infections and open ports. The result is a highly actionable inherent risk indicator, with a significant correlation to breach and ransomware. Entities with very high risk are nearly 11x more likely to experience a security incident compared to very low risk entities. In this regard, the ICT can act as a powerful standalone indicator of relative cyber risk as well as a contextual complement to Bitsight's performance analytics. The ICT is now available to customers of Moody's Orbis and Catalyst offerings. Ankündigung • Apr 17
Moody's Corporation to Report Q1, 2024 Results on May 02, 2024 Moody's Corporation announced that they will report Q1, 2024 results Pre-Market on May 02, 2024 Ankündigung • Apr 05
Moody's Corporation Appoints Atsi Sheth as Chief Credit Officer Moody’s Corporation announced that Atsi Sheth has been appointed Chief Credit Officer for Moody’s Ratings. She will assume responsibility for the Ratings & Process Oversight, Credit Strategy & Research, Methodology & Model Development, and Methodology Review groups. Ms. Sheth has held a series of analytical roles of increasing scope and responsibility at Moody’s, including as Managing Director in Moody’s Sovereign Risk Group, before rising to her current role as Head of Global Credit Strategy and Research for Moody’s Ratings. She will continue to hold this position until Moody’s Ratings names a successor in the near future. Ms. Sheth holds a Ph.D. from Northwestern University and a B.A. from Bombay University. She has taught classes at Northwestern University and Columbia University. Ankündigung • Mar 07
Moody's Corporation, Annual General Meeting, Apr 16, 2024 Moody's Corporation, Annual General Meeting, Apr 16, 2024, at 09:30 US Eastern Standard Time. Agenda: To elect the ten director nominees named in the Proxy Statement to serve a one-year term; to ratify the appointment of KPMG LLP as the independent registered public accounting firm of the Company for the year 2024; to vote on an advisory resolution approving executive compensation; to amend the Moody's Corporation Restated Certificate of Incorporation to authorize stockholders owning 25% of the Company's common stock to have the Company call special meetings of stockholders; to vote on one stockholder proposal described in the proxy statement, if properly presented at the meeting; and to transact such other business as may properly come before the meeting or any adjournment or postponement thereof. Recent Insider Transactions • Mar 06
Senior VP & General Counsel recently sold Mex$2.0m worth of stock On the 4th of March, Richard Steele sold around 304 shares on-market at roughly Mex$6,489 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$47m more than they bought in the last 12 months. Declared Dividend • Feb 16
Fourth quarter dividend of US$0.85 announced Shareholders will receive a dividend of US$0.85. Ex-date: 22nd February 2024 Payment date: 15th March 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 35%. Cash payout ratio: 33%. Reported Earnings • Feb 14
Full year 2023 earnings released: EPS: US$8.77 (vs US$7.47 in FY 2022) Full year 2023 results: EPS: US$8.77 (up from US$7.47 in FY 2022). Revenue: US$5.92b (up 8.2% from FY 2022). Net income: US$1.61b (up 17% from FY 2022). Profit margin: 27% (up from 25% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Global Capital Markets industry. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Ankündigung • Jan 24
Moody's Corporation to Report Second Half, 2023 Results on Feb 13, 2024 Moody's Corporation announced that they will report second half, 2023 results on Feb 13, 2024 Ankündigung • Dec 14
Swiss Re AG (SWX:SREN) acquired SSBN Limited. Swiss Re AG (SWX:SREN) acquired SSBN Limited on December 14, 2023. As part of this transaction, Fathom will retain its own brand and continue its well-established research activities.
Swiss Re AG (SWX:SREN) completed the acquisition of SSBN Limited on December 14, 2023. Ankündigung • Dec 05
Moody's Corporation Launches Moody’s Research Assistant, GenAI Tool to Power Analytic Insights Moody's Corporation announced the launch of Moody’s Research Assistant, a search and analytical tool powered by generative artificial intelligence (GenAI). Leveraging Moody’s extensive proprietary content and the latest large language models (LLMs), the product helps customers generate new insights from the breadth and depth of Moody’s credit research, data, and analytics. As the first GenAI-powered research tool commercially available for financial market participants, Moody’s Research Assistant synthesizes vast amounts of information so users can assess lending or investment opportunities, monitor developments, compare entities, and enhance analytical workflows rapidly and at scale. Grounded in Moody’s extensive proprietary content in combination with the latest GenAI technology, Moody’s Research Assistant allows users to generate more holistic risk insights faster. Users who participated in a pilot of Moody’s Research Assistant reported gains in productivity and effectiveness. Based on observed metrics during the pilot period, users could save up to 80% of the time they spend on data collection and up to 50% of the time they spend on analysis by adding Moody's Research Assistant. Overall, results suggest that Moody’s Research Assistant could save users up to 27% of their time spent performing the typical tasks and functions of a financial analyst. Moody’s Research Assistant is available as an add-on to CreditView, Moody’s ratings and research solution. Using Microsoft’s Azure OpenAI Service and powered by advanced language processing technology, Moody’s Research Assistant complements CreditView’s existing information retrieval system, effectively identifying relevant entities, industries, and geographical regions within textual content. Moody’s Research Assistant covers the latest rating actions, credit opinions, and research reports from Moody’s Investors Service to provide real-time answers for users. Ultimately, Moody’s Research Assistant will expand to leverage more of Moody’s data and content across risk domains including credit, climate, cyber, compliance, supply chain, and more. The launch of Moody’s Research Assistant is the latest chapter in Moody’s integration of AI into its products, solutions, and processes that help decision makers decode risk and unlock opportunities. Moody’s ongoing approach to innovation is grounded in three main principles – evolving with urgency, empowering employees, and prioritizing customer impact. Upcoming Dividend • Nov 15
Upcoming dividend of US$0.77 per share at 0.9% yield Eligible shareholders must have bought the stock before 22 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (7.3%). Lower than average of industry peers (5.2%). Recent Insider Transactions • Nov 10
Insider recently sold Mex$4.6m worth of stock On the 8th of November, Michael West sold around 782 shares on-market at roughly Mex$5,916 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$101m more than they bought in the last 12 months. Ankündigung • Nov 07
Moody's Corporation Announces Management Changes Moody's Corporation announced that Ana Arsov has been named Global Head of Private Credit, and will lead coordination of relevant research and rating initiatives across MIS. Ms. Arsov will also co-head the global Financial Institutions Group (FIG) along with Simon Harris. As part of her new role, Ms. Arsov will promote engagement across MIS rating groups, including Financial Institutions, Corporate Finance, and Structured Finance, and will deepen existing analytical capabilities for business development companies, CLOs, and other private credit-related assets. She will also provide appropriate support to Moody’s Analytics, which offers relevant customer solutions related to counterparty assessment and portfolio risk. In her capacity as co-head of FIG, Ms. Arsov will continue to engage with a broad range of financial institutions including global systemically important banks, capital markets intermediaries, and non-bank financial services companies. Prior to today’s announcement, Ms. Arsov was the global co-head of bank ratings and held a number of senior management roles overseeing ratings for banks, securities firms, specialty finance, and more. She contributed to Moody’s rating methodologies for finance companies, securities firms, and clearing houses, and led the development of Moody’s counterparty risk rating. In alignment with the private credit analytical franchise, MIS has created a commensurate private credit team within its Relationship Management unit, which will be led by Tom Lazaridis. Mr. Lazaridis has over 20 years of experience developing and maintaining client relationships across the banking, asset management, and insurance sectors. He will guide a team of private credit experts to drive business development initiatives and enhance brand perception while collaborating with other commercial teams and groups within MIS. Ankündigung • Oct 11
Moody's Corporation to Report Q3, 2023 Results on Oct 25, 2023 Moody's Corporation announced that they will report Q3, 2023 results Pre-Market on Oct 25, 2023 Ankündigung • Sep 06
Moody's Corporation Appoints Richard Steele as Senior Vice President and General Counsel, Effective September 5, 2023 Moody's Corporation announced that it has appointed Richard Steele as Senior Vice President and General Counsel, effective September 5, 2023. Mr. Steele will oversee Moody’s global Legal and Compliance functions, and has joined the company’s Executive Leadership Team. He succeeds John Goggins, who is retiring after over 24 years with the company. Mr. Steele joined Moody’s KMV in 2006 as Chief Legal Officer, and was named General Counsel of Moody’s Analytics (MA) upon its formation in 2008. Since then, he has helped guide MA’s acquisitions and go-to-market strategies as the company evolved from a distributor of credit research to a leading provider of data, analytics, and insights as part of Moody’s global integrated risk offerings. Prior to joining Moody’s, Mr. Steele was a corporate lawyer at Wilson Sonsini Goodrich & Rosati, where he represented a range of public and private high-tech companies in venture capital, mergers and acquisitions, and capital market transactions. Mr. Steele also held several senior in-house legal positions at firms specializing in financial technology, software, and venture capital, including MSCI Barra. He previously served as a clerk to the Hon. David M. Ebel on the US Court of Appeals for the Tenth Circuit. Mr. Steele received a B.A. from the University of California, San Diego, and a J.D. from the University of California, College of the Law, San Francisco. Recent Insider Transactions • Aug 17
Chief Accounting Officer recently sold Mex$1.7m worth of stock On the 10th of August, Caroline Sullivan sold around 297 shares on-market at roughly Mex$5,746 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$22m. Insiders have been net sellers, collectively disposing of Mex$99m more than they bought in the last 12 months. Upcoming Dividend • Aug 10
Upcoming dividend of US$0.77 per share at 0.9% yield Eligible shareholders must have bought the stock before 17 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (4.6%). Recent Insider Transactions • Aug 02
Insider recently sold Mex$16m worth of stock On the 31st of July, Michael West sold around 3k shares on-market at roughly Mex$5,902 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$82m more than they bought in the last 12 months. Ankündigung • Jul 29
Moody's Corporation Announces Executive Changes On July 28, 2023, Moody’s Corporation announced that John J. Goggins, 63, Executive Vice President – General Counsel, will retire from that position on September 4, 2023. Mr. Goggins has served as General Counsel of the Company since 2000. Succeeding Mr. Goggins as General Counsel of the Company will be Richard Steele. Mr. Steele joined Moody’s KMV Company in 2006 as its Chief Legal Officer, and was named General Counsel of Moody’s Analytics in January 2008. Prior to joining the Company, Mr. Steele was a corporate lawyer at Wilson Sonsini Goodrich & Rosati, and also held senior legal positions at several firms in financial technology, software and venture capital. He received a B.A. from the University of California, San Diego, and a J.D. from the University of California, College of the Law, San Francisco. Ankündigung • Jul 27
Moody's Corporation Provides Earnings Guidance for the Full Year 2023 Moody's Corporation provided earnings guidance for the full year 2023. For the period, the company expects revenue to Increase in the high-single-digit percent range and Diluted EPS is to be in the range of $8.70 to $9.20. 
