secwatch / observer

MOODYS CORP /DE/ — fact timeline

Source-grounded facts extracted from MOODYS CORP /DE/'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

MCO MOODYS CORP /DE/ JSON
Earnings Releases

MOODYS CORP /DE/ reported first quarter 2026 results: revenue $2,079, EPS $3.73. Guidance reaffirmed.

“performance measures for the first quarter of 2026. Three Months Ended March 31, Amounts in millions, except percentages and per share amounts 2026 2025 % Change MCO Revenue $ 2,079 $ 1,924 8 % MCO Operating Margin 44.3 % 44.0 % 30 bps MCO Adjusted Operating Margin 2 53.2 % 51.7 % 150 bps MCO Diluted EPS $ 3.73 $ 3.46 8 % MCO Adjusted Diluted EPS 2 $ 4.33 $”
Governance Changes

MOODYS CORP /DE/: Amended advance notice provisions for director nominations and other stockholder proposals, with updated procedural and disclosure requirements, and other administrative changes (effective 2025-10-14).

“On October 14, 2025, the Board of Directors (the “Board”) of Moody’s Corporation (the “Company”) approved an amendment of the Company’s Amended and Restated By-Laws (the “By-Laws”) to update certain procedural and disclosure requirements for director nominations and/or other business proposals by stockholders for consideration at stockholder meetings under the advance notice provisions of the By-Laws.”

Jason Phillips was appointed as Chief Accounting Officer and Controller at MOODYS CORP /DE/.

“Succeeding Ms. Sullivan as the Chief Accounting Officer and Controller of the Company on the Effective Date will be Jason Phillips.”

Caroline Sullivan departed as Chief Accounting Officer and Corporate Controller at MOODYS CORP /DE/.

“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.”
Debt Financings

MOODYS CORP /DE/ incurred revolving credit of up to $1.25 billion with JPMorgan Chase Bank, N.A., as administrative agent at adjusted Term SOFR Rate plus a premium that can range from 80.5 basis points to maturing May 2029.

“On May 6, 2024, Moody’s Corporation (the “Company”) entered into a credit agreement (the “Credit Agreement”) among the Company, the borrowing subsidiaries party thereto, the lenders and issuing banks party thereto, JPMorgan Chase Bank, N.A., as administrative agent, and the other agents party thereto. The Credit Agreement provides a senior, unsecured revolving credit facility (the “Facility”) in an aggregate principal amount of up to $1.25 billion that matures in May 2029.”
Earnings Releases

MOODYS CORP /DE/ reported for the quarter ended March 31, 2024 results: revenue $1.8 billion, EPS $3.15. Guidance reaffirmed.

“full year 2024. FIRST QUARTER SUMMARY FINANCIALS Moody’s Corporation (MCO) Revenue Moody’s Analytics (MA) Revenue Moody’s Investors Service (MIS) Revenue 1Q 2024 1Q 2024 1Q 2024 $1.8 billion ⇑ 21% $799 million ⇑ 8% $987 million ⇑ 35% MCO Diluted EPS MCO Adjusted Diluted EPS 1 MCO FY 2024 Projected 1Q 2024 1Q 2024 Diluted EPS $3.15 ⇑ 16% $3.37 ⇑ 13% $9.55 to $10.15”
Governance Changes

MOODYS CORP /DE/: Board approved amendments to the Amended and Restated By-Laws to conform to and implement the special meeting charter amendment, effective April 17, 2024 (effective 2024-04-17).

“the Board of Directors (the “Board”) approved amendments to the Company’s Amended and Restated By-Laws (the “By-Laws”) to conform to and further implement the Certificate of Amendment.”
Governance Changes

MOODYS CORP /DE/: Stockholders approved an amendment to the Restated Certificate of Incorporation to allow stockholders owning at least 25% of common stock to require the company to call a special meeting (effective 2024-04-17).

“As discussed under Item 5.07 of this Current Report on Form 8-K, at the 2024 Annual Meeting of Stockholders held on April 16, 2024 (the “2024 Annual Meeting”), stockholders of Moody’s Corporation (the “Company”) approved an amendment to the Company’s Restated Certificate of Incorporation (the “Charter”) to allow one or more stockholders who own at least 25% of the Company’s common stock, and who satisfy certain procedures, to require that the Company call a special meeting of the stockholders.”
Shareholder Votes

MOODYS CORP /DE/ shareholders rejected Stockholder proposal requesting that stockholders owning 15% of common stock be able to call special meetings at the 2024-04-16 meeting.

“5. The stockholder proposal requesting that stockholders owning 15% of the Company’s common stock be able to call special meetings of stockholders was not approved as follows: Votes For Votes Against Abstentions Broker Non-Votes 57,784,533 95,714,589 264,270 9,442,425”
Shareholder Votes

MOODYS CORP /DE/ shareholders approved Amendment to Restated Certificate of Incorporation to authorize stockholders owning 25% of common stock to call special meetings at the 2024-04-16 meeting.

“4. The proposal to amend the Company’s Restated Certificate of Incorporation to authorize stockholders owning 25% of the Company’s common stock to have the Company call special meetings of stockholders was approved as follows: Votes For Votes Against Abstentions Broker Non-Votes 141,293,287 3,965,292 8,504,813 9,442,425”
Shareholder Votes

MOODYS CORP /DE/ shareholders approved Advisory resolution approving executive compensation at the 2024-04-16 meeting.

“3. The advisory resolution approving executive compensation was approved as follows: Votes For Votes Against Abstentions Broker Non-Votes 142,085,429 10,576,945 1,101,018 9,442,425”
Shareholder Votes

MOODYS CORP /DE/ shareholders approved Ratification of KPMG LLP as the independent registered public accounting firm for the year 2024 at the 2024-04-16 meeting.

“2. The ratification of KPMG LLP as the independent registered public accounting firm of the Company for the year 2024 was ratified as follows: Votes For Votes Against Abstentions Broker Non-Votes 160,081,476 2,834,185 290,156 —”
Shareholder Votes

MOODYS CORP /DE/ shareholders approved Election of ten directors to serve one-year terms expiring at the Company's 2025 Annual Meeting of Stockholders at the 2024-04-16 meeting.

“1. Ten directors were elected to serve one-year terms expiring at the Company’s 2025 Annual Meeting of Stockholders as follows: Nominee Votes For Votes Against Abstentions Broker Non-Votes Jorge A. Bermudez 146,193,141 7,225,183 345,068 9,442,425 Thérèse Esperdy 152,147,397 1,283,382 332,613 9,442,425 Robert Fauber 152,634,564 808,637 320,191 9,442,425 Vincent A. Forlenza 142,543,919 9,939,168 1,280,305 9,442,425 Kathryn M. Hill 146,350,766 7,069,912 342,714 9,442,425 Lloyd W. Howell, Jr. 146,992,962 6,422,727 347,703 9,442,425 Jose M. Minaya 152,093,039 1,336,568 333,785 9,442,425 Leslie F. Seidman 149,095,939 3,928,689 738,764 9,442,425 Zig Serafin 148,649,276 4,777,533 336,583 9,442,425 Bruce Van Saun 148,288,339 5,142,299 332,754 9,442,425”
Earnings Releases

MOODYS CORP /DE/ updated its fourth quarter and full year ended December 31, 2023 guidance (reaffirmed).

“On February 13, 2024 , Moody's Corporation (the "Registrant") announced its financial results for the fourth quarter and full year ended December 31, 2023, as well as its outlook for 2024.”
Earnings Releases

MOODYS CORP /DE/ reported third quarter 2023 results: revenue $1.5 billion, EPS $2.11. Guidance reaffirmed.

“full year 2023. THIRD QUARTER SUMMARY FINANCIALS Moody’s Corporation (MCO) Revenue Moody’s Analytics (MA) Revenue Moody’s Investors Service (MIS) Revenue 3Q 2023 3Q 2023 3Q 2023 $1.5 billion ⇑ 15% $776 million ⇑ 13% $696 million ⇑ 18% YTD 2023 YTD 2023 YTD 2023 $4.4 billion ⇑ 6% $2.3 billion ⇑ 10% $2.2 billion ⇑ 2% MCO Diluted EPS MCO Adjusted Diluted EPS 1 MCO FY”

John J. Goggins departed as Executive Vice President – General Counsel at MOODYS CORP /DE/.

“In connection with the previously announced decision of John J. Goggins to retire from his position as Executive Vice President – General Counsel of Moody’s Corporation”

Richard Steele was appointed as General Counsel at MOODYS CORP /DE/.

“Succeeding Mr. Goggins as General Counsel of the Company will be Richard Steele.”

John J. Goggins departed as Executive Vice President – General Counsel at MOODYS CORP /DE/.

“announced that John J. Goggins, 63, Executive Vice President – General Counsel, will retire from that position on September 4, 2023.”
Earnings Releases

MOODYS CORP /DE/ updated its full year 2023 guidance (reaffirmed).

“Moody's Corporation (NYSE: MCO) today announced results for the second quarter 2023, and updated its outlook for full year 2023 to reflect stronger-than-expected investment grade issuance, driven by investor demand for high-quality credits.”
Earnings Releases

MOODYS CORP /DE/ reported financial results for second quarter 2023.

“On July 25, 2023 , Moody's Corporation (the "Registrant") announced its financial results for the quarter ended June 30, 2023, as well as its outlook for 2023.”
Earnings Releases

MOODYS CORP /DE/ reported the quarter ended March 31, 2023 results: revenue $1.5 billion, EPS $2.72.

“MOODY'S CORPORATION REPORTS RESULTS FOR FIRST QUARTER 2023 FIRST QUARTER SUMMARY FINANCIALS Moody’s Corporation (MCO) Revenue Moody’s Analytics (MA) Revenue Moody’s Investors Service (MIS) Revenue 1Q 2023 1Q 2023 1Q 2023 $1.5 billion ⇓ 3% $737 million ⇑ 6% $733 million ⇓ 11% MCO Diluted EPS MCO Adjusted Diluted EPS 1 MCO FY 2023 Projected 1Q 2023 1Q 2023 Diluted EPS $2.72 ⇑ 1% $2.99 ⇑ 3% $8.45 to $8.95 Adjusted Diluted EPS 1 $9.50 to $10.00”
Shareholder Votes

MOODYS CORP /DE/ shareholders approved Advisory resolution on the frequency of future advisory votes on executive compensation at the 2023-04-18 meeting.

“5. Votes on the advisory resolution on the frequency of future advisory resolutions approving executive compensation were as follows: One Year Two Years Three Years Abstentions Broker Non-Votes 158,286,343 264,507 1,258,555 142,648 7,945,578”
Shareholder Votes

MOODYS CORP /DE/ shareholders approved Advisory resolution approving executive compensation at the 2023-04-18 meeting.

“4. The advisory resolution approving executive compensation was approved as follows: Votes For Votes Against Abstentions Broker Non-Votes 147,699,109 9,522,438 2,730,506 7,945,578”
Shareholder Votes

MOODYS CORP /DE/ shareholders approved Ratification of KPMG LLP as independent registered public accounting firm for 2023 at the 2023-04-18 meeting.

“3. The ratification of KPMG LLP as the independent registered public accounting firm of the Company for the year 2023 was ratified as follows: Votes For Votes Against Abstentions Broker Non-Votes 164,891,206 2,968,660 37,765 — 3”
Shareholder Votes

MOODYS CORP /DE/ shareholders approved Amendment and restatement of the 2001 Plan at the 2023-04-18 meeting.

“2. The amendment and restatement of the 2001 Plan was approved as follows: Votes For Votes Against Abstentions Broker Non-Votes 149,131,029 10,166,754 654,270 7,945,578”
Shareholder Votes

MOODYS CORP /DE/ shareholders approved Election of ten directors to serve one-year terms at the 2023-04-18 meeting.

“1. Ten directors were elected to serve one-year terms expiring at the Company’s 2024 Annual Meeting of Stockholders as follows: Nominee Votes For Votes Against Abstentions Broker Non-Votes Jorge A. Bermudez 151,772,759 8,102,954 76,340 7,945,578 Thérèse Esperdy 157,782,610 2,094,431 75,012 7,945,578 Robert Fauber 159,034,376 832,390 85,287 7,945,578 Vincent A. Forlenza 153,293,547 6,550,375 108,131 7,945,578 Kathryn M. Hill 155,173,705 4,704,629 73,719 7,945,578 Lloyd W. Howell, Jr. 156,563,286 3,301,893 86,874 7,945,578 Jose M. Minaya 158,950,063 917,852 84,138 7,945,578 Leslie F. Seidman 155,311,437 4,553,809 86,807 7,945,578 Zig Serafin 157,578,136 2,294,212 79,705 7,945,578 Bruce Van Saun 156,290,552 3,582,026 79,475 7,945,578”
Earnings Releases

MOODYS CORP /DE/ reported Full Year 2023 results: EPS Projected Diluted EPS $8.05 - $8.55, Adjusted Diluted EPS $9.00 - $9.50. Guidance initiated.

“MOODY'S CORPORATION REPORTS RESULTS FOR FOURTH QUARTER AND FULL YEAR 2022; SETS OUTLOOK FOR 2023 FOURTH QUARTER AND FULL YEAR SUMMARY FINANCIALS Moody’s Corporation (MCO) Revenue Moody’s Investors Service (MIS) Revenue Moody’s Analytics (MA) Revenue 4Q 2022 4Q 2022 4Q 2022 $1.3 billion ⇓ 16% $576 million ⇓ 34% $714 million ⇑ 7% FY 2022 FY 2022 FY 2022 $5.5 billion ⇓ 12% $2.7 billion ⇓ 29% $2.8 billion ⇑ 15% MCO Diluted EPS MCO Adjusted Diluted EPS 1 MCO FY 2023 Projected 4Q 2022 4Q 2022 Diluted EPS $1.34 ⇓ 41% $1.60 ⇓ 31% $8.05 - $8.55 FY 2022 FY 2022 Adjusted Diluted EPS 1 $7.44 ⇓ 37% $8.57 ⇓ 30% $9.00 - $9.50”
Earnings Releases

MOODYS CORP /DE/ reported Full Year Ended December 31, 2022 results: revenue $5.5 billion, EPS Diluted EPS $7.44, Adjusted Diluted EPS $8.57.

“MOODY'S CORPORATION REPORTS RESULTS FOR FOURTH QUARTER AND FULL YEAR 2022; SETS OUTLOOK FOR 2023 FOURTH QUARTER AND FULL YEAR SUMMARY FINANCIALS Moody’s Corporation (MCO) Revenue Moody’s Investors Service (MIS) Revenue Moody’s Analytics (MA) Revenue 4Q 2022 4Q 2022 4Q 2022 $1.3 billion ⇓ 16% $576 million ⇓ 34% $714 million ⇑ 7% FY 2022 FY 2022 FY 2022 $5.5 billion ⇓ 12% $2.7 billion ⇓ 29% $2.8 billion ⇑ 15% MCO Diluted EPS MCO Adjusted Diluted EPS 1 MCO FY 2023 Projected 4Q 2022 4Q 2022 Diluted EPS $1.34 ⇓ 41% $1.60 ⇓ 31% $8.05 - $8.55 FY 2022 FY 2022 Adjusted Diluted EPS 1 $7.44 ⇓ 37% $8.57 ⇓ 30% $9.00 - $9.50”
Earnings Releases

MOODYS CORP /DE/ reported Fourth Quarter Ended December 31, 2022 results: revenue $1.3 billion, EPS Diluted EPS $1.34, Adjusted Diluted EPS $1.60.

“MOODY'S CORPORATION REPORTS RESULTS FOR FOURTH QUARTER AND FULL YEAR 2022; SETS OUTLOOK FOR 2023 FOURTH QUARTER AND FULL YEAR SUMMARY FINANCIALS Moody’s Corporation (MCO) Revenue Moody’s Investors Service (MIS) Revenue Moody’s Analytics (MA) Revenue 4Q 2022 4Q 2022 4Q 2022 $1.3 billion ⇓ 16% $576 million ⇓ 34% $714 million ⇑ 7% FY 2022 FY 2022 FY 2022 $5.5 billion ⇓ 12% $2.7 billion ⇓ 29% $2.8 billion ⇑ 15% MCO Diluted EPS MCO Adjusted Diluted EPS 1 MCO FY 2023 Projected 4Q 2022 4Q 2022 Diluted EPS $1.34 ⇓ 41% $1.60 ⇓ 31% $8.05 - $8.55 FY 2022 FY 2022 Adjusted Diluted EPS 1 $7.44 ⇓ 37% $8.57 ⇓ 30% $9.00 - $9.50”
Governance Changes

MOODYS CORP /DE/: Amended By-Laws to implement universal proxy rules and make administrative changes conforming to Delaware law (effective 2022-12-20).

“On December 20, 2022, the Board of Directors (the “Board”) of Moody’s Corporation (the “Company”) approved amendments to the Company’s Amended and Restated By-Laws (the “By-Laws”) to implement certain procedural requirements related to director nominations by stockholders in light of the recently adopted “universal proxy” rules of the U.S. Securities and Exchange Commission and to reflect certain other administrative changes resulting from the universal proxy rules and recent amendments to the Delaware General Corporation Law.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.