Moody’s Reports 1% Q3 Revenue Growth and Reaffirms 2026 Guidance

Moody’s reported third-quarter 2026 revenue of $2.023 billion, up 1% year over year, while diluted EPS rose 18% to $4.24 and adjusted diluted EPS increased 6% to $4.14. Moody’s Analytics revenue grew 3% to $936 million, with annualized recurring revenue up 8% to $3.688 billion, while Moody’s Investors Service revenue fell 1% to $1.087 billion as corporate finance activity weakened. The company reaffirmed its full-year 2026 guidance, including diluted EPS of $16.00-$16.50, adjusted diluted EPS of $16.50-$17.00, and up to $3.0 billion in share repurchases; its board also declared a $1.03-per-share dividend payable December 11, 2026.