Highest-materiality recent filing
Moody's Q1 2026 revenue $2.1B, up 8%; raises share repurchase guidance to ~$2.5B
Q1 revenue $2.079B (+8% YoY); adjusted operating margin 53.2% (up 150 bps); adjusted diluted EPS $4.33 (+13%).
All 10 director nominees elected with over 140M votes for each; broker non-votes of ~9.0M.
Moody's names Christina Kosmowski as CEO of Moody's Analytics, effective June
Christina Kosmowski appointed CEO of Moody's Analytics, a $3.6B division, effective June 2026.
Q4 revenue $1.9B (+13% YoY), FY revenue $7.7B (+9% YoY); Q4 diluted EPS $3.41 (+57%), adjusted $3.64 (+39%).
Moody's elects Lisa P. Sawicki to Board of Directors, effective March 16, 2026
Lisa P. Sawicki, former Chair of Global Board at PwC, joins Moody's Board; brings 35+ years of financial services audit experience.
Moody’s amends 2001 stock incentive plan; updates vesting, retirement, and Good Standing provisions
Revised definition of Good Standing and requires Retirement-eligible employees to be in Good Standing and comply with post-termination obligations.
MCO revenue $2.0B (+11% YoY); MIS revenue $1.1B (record quarter, +12%); MA revenue $909M (+9%).
Moody's board amends by-laws tightening advance notice requirements for shareholder proposals
Board approved by-law amendments on Oct 14, 2025, updating procedural and disclosure rules for director nominations and other shareholder proposals.
Moody's Analytics President Stephen Tulenko resigns effective Sept 2, 2025
Stephen Tulenko notified Moody's on August 19, 2025 of his resignation as President of Moody's Analytics.
Moody's Q2 adjusted EPS $3.56, +9%; revenue $1.9B +4%; dividend raised 11%
Q2 revenue $1.9B, +4% YoY; MIS flat at $1.0B, MA +11% to $888M.
Director Lloyd W. Howell, Jr. resigns from Moody's board, effective July 18, 2025
Lloyd W. Howell, Jr. notified Moody's of his resignation from the board, effective July 18, 2025.
Moody's elects Sumit Dhawan to Board of Directors, increasing board to ten members
Sumit Dhawan, CEO of Proofpoint, elected to Moody's Board effective July 16, 2025.
Revenue $1.9B (+8% YoY); MIS record quarterly revenue $1.1B (+8% YoY).
All nine director nominees elected with majority votes; highest votes for Robert Fauber (152M), lowest for Leslie Seidman (131.1M).
Moody's CAO Caroline Sullivan to depart April 1; Jason Phillips named successor
Caroline Sullivan, CAO and Corporate Controller since Dec 2018, will leave April 1, 2025 by mutual agreement.
Moody's FY2024 revenue +20% to $7.1B, adj EPS $12.47 (+26%); 2025 adj EPS guidance $14.00-$14.50
Full year 2024 revenue $7.1B (+20% YoY); MIS revenue $3.8B (+33%), MA revenue $3.3B (+8%).
Policy effective Feb 11, 2025, requires stockholder ratification for any new severance exceeding 2.99x base salary plus target bonus.
Moody's Q3 revenue $1.8B (+23% YoY); raises FY2024 adjusted EPS guidance to $11.90-$12.10
Diluted EPS $2.93 (+39% YoY); adjusted diluted EPS $3.21 (+32% YoY).
Moody's issues $500M of 5.000% Senior Notes due 2034
Issued $500M aggregate principal of 5.000% Senior Notes due August 5, 2034.
Moody's issues $500M 5.000% Senior Notes due 2034
$500M aggregate principal amount of 5.000% Senior Notes due 2034 issued.
Moody's Q2 2024 revenue up 22% to $1.8B; raises FY adjusted EPS guidance to $11.00-11.40
Diluted EPS $3.02 (+47% YoY); adjusted diluted EPS $3.28 (+43% YoY).
Moody's enters $1.25B revolver maturing May 2029, replacing 2026 facility
New $1.25B senior unsecured revolving credit facility matures in May 2029.
Moody's Q1 revenue up 21% to $1.8B, adj. EPS $3.37; narrows FY guidance
Q1 revenue $1.8B (+21% YoY); diluted EPS $3.15 (+16%), adjusted EPS $3.37 (+13%).
Moody's shareholders approve 25% threshold for calling special meetings; 15% proposal fails
Charter amendment approved (141.3M for, 4.0M against) enables stockholders with ≥25% stake to request special meetings.
Succeeding Ms. Sullivan as the Chief Accounting Officer and Controller of the Company on the Effective Date will be Jason Phillips.
On March 11, 2025, Moody’s Corporation (the “Company”) 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 (the “Effective Date”) and is expected to remain with the Company for a transitional period.
Max materiality 0.95 · Median 0.50 · Most common event earnings