Moody's Posts Higher 4Q Profit, Revenue

By Connor Hart

Moody's logged higher profit and revenue in the fourth quarter, as the company's efforts to scale new technologies across its business are paying off.

The New York credit-ratings and research company on Wednesday posted a profit of $610 million, or $3.41 a share, compared with $395 million, or $2.17 a share, a year earlier.

Stripping out certain one-time items, earnings were $3.64 a share. Analysts polled by FactSet had expected adjusted earnings of $3.43 a share.

Revenue jumped 13% to $1.89 billion, just ahead of the $1.86 billion that Wall Street had modeled.

Moody's Investors Service, the credit-ratings agency, generated revenue of about $946 million, marking a 17% increase from last year. The firm's analytics unit notched revenue of about $943 million, up 9% from a year ago.

Chief Executive Rob Fauber said Moody's remains central to high-stakes decision making, thanks in part to its efforts to scale decision-grade, contextual intelligence across its platforms, third-party systems and AI-enabled interfaces.

For 2026, Moody's guided for earnings of $15 to $15.60 a share, or $16.40 to $17 a share on an adjusted basis. Analysts are looking for earnings of $15.26 a share and adjusted earnings of $16.47 a share.

Shares climbed 2.8%, to $435.00, in premarket trading.

Write to Connor Hart at connor.hart@wsj.com

(END) Dow Jones Newswires

February 18, 2026 07:49 ET (12:49 GMT)