Every 8-K that Moody'S Corp (MCO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MCO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MCO filings page.
Moody’s Corporation elected Keith Demmings to its Board of Directors, effective November 1, 2026. Demmings, age 54, is President and Chief Executive Officer of Assurant, Inc. and has served on Assurant’s board since 2022, following nearly three decades in leadership roles across North America, Asia, Europe, and Latin America.
As a non-employee director, he will receive an annual cash retainer of $120,000 and, in November 2026, an annual restricted stock unit award valued at $230,000 under Moody’s 1998 Non-Employee Directors’ Stock Incentive Plan, vesting on the first anniversary of grant. The company states he was not selected pursuant to any arrangement with other persons, has no family relationships with directors or executive officers, and has no related party transactions reportable under Regulation S-K Item 404(a).
Moody’s Corporation reported strong second-quarter 2026 results. Revenue rose 15% to $2.185 billion, with Moody’s Investors Service up 25% and Moody’s Analytics up 4%. Operating margin reached 47.9%, and adjusted operating margin expanded to 55.3%. Diluted EPS increased to $5.03 and adjusted diluted EPS to $4.68, up 57% and 31% respectively.
Year-to-date operating cash flow was $1.718 billion and free cash flow $1.532 billion. The company returned about $2.5 billion to shareholders in the first half, including roughly $2.2 billion of share repurchases and $365 million in dividends, and the board declared a $1.03 per-share quarterly dividend.
Moody’s reaffirmed 2026 revenue growth in the high-single-digit percent range and guided to adjusted diluted EPS of $16.50 to $17.00, adjusted operating margin of 52% to 53%, operating cash flow of $3.15 to $3.35 billion, free cash flow of $2.7 to $2.9 billion, and up to $3.0 billion of share repurchases.
Moody’s Corporation reported record first-quarter 2026 results, with higher revenue, margins and earnings. Total revenue rose to $2.1 billion, up 8% from $1.9 billion a year earlier, driven by both Moody’s Investors Service and Moody’s Analytics.
Operating income increased to $922 million, lifting the operating margin to 44.3%, while Adjusted Operating Margin expanded to 53.2%. Diluted EPS grew 8% to $3.73 and Adjusted Diluted EPS rose 13% to $4.33, reflecting strong operating leverage.
Operating cash flow climbed 24% to $939 million and Free Cash Flow reached $844 million, up 26%. Moody’s returned about $1.7 billion to shareholders via $1.5 billion of share repurchases and $185 million of dividends, and now guides 2026 Adjusted Diluted EPS to $16.40–$17.00 and share repurchases of approximately $2.5 billion.
Moody’s Corporation reported the results of its 2026 Annual Meeting of Stockholders held on April 14, 2026. Shareholders elected ten directors to one-year terms ending at the 2027 annual meeting, with each nominee receiving substantially more votes for than against.
Stockholders also ratified KPMG LLP as the company’s independent registered public accounting firm for 2026, with over 157 million votes cast in favor. In addition, an advisory resolution approving the company’s executive compensation program was approved by a wide margin, reflecting broad support for the current pay practices.
Moody’s Corporation has appointed Christina Kosmowski as Chief Executive Officer of Moody’s Analytics, effective in June. She will lead the company’s approximately $3.6 billion analytics division, which delivers connected intelligence and AI platforms to financial institutions and enterprises worldwide.
Kosmowski brings nearly three decades of enterprise technology experience, including senior roles at Salesforce, Slack and LogicMonitor. Her background centers on customer success, scaling high‑growth, data‑driven businesses and helping organizations use AI‑driven platforms to make more informed operational and strategic decisions.
Moody’s Corporation reported strong fourth quarter and full-year 2025 results, and issued upbeat guidance for 2026. Revenue in 2025 rose to $7.7 billion, up 9% from 2024, with fourth quarter revenue of $1.9 billion, a 13% increase. Moody’s Analytics revenue grew 9% to $3.6 billion, while Moody’s Investors Service revenue increased 9% to $4.1 billion, supported by record issuance activity.
Full-year diluted EPS climbed to $13.67, up 21%, and adjusted diluted EPS reached $14.94, up 20%, reflecting margin expansion and higher operating income. For 2026, management guides to high‑single‑digit revenue growth, operating margin of 45–46%, adjusted operating margin of 52–53%, diluted EPS of $15.00–$15.60, adjusted diluted EPS of $16.40–$17.00, free cash flow of $2.8–$3.0 billion, and approximately $2.0 billion of share repurchases.
Moody’s Corporation reported that Lisa P. Sawicki has been elected to its Board of Directors, effective March 16, 2026. She will also join the Board’s Audit and Governance & Nominating Committees on that date, bringing the total number of directors to ten.
Ms. Sawicki, age 58, previously served as Chair of the Global Board and Client Partner at PwC from 2021 to 2025 and has held multiple senior financial services assurance roles since joining PwC in 1989. Under Moody’s standard compensation plan for non-employee directors, she will receive an annual cash retainer of $120,000, paid quarterly, and in March 2026 an annual restricted stock unit award valued at $230,000, which will vest on the first anniversary of the grant date.
The company states that she was not selected pursuant to any arrangement with other persons, has no family relationships with directors or executive officers, and has no related-party transactions reportable under SEC rules. A press release announcing her election is furnished as an exhibit.
Moody’s Corporation reported that its board of directors approved an amendment and restatement of the Amended and Restated Moody’s Corporation 2001 Key Employees’ Stock Incentive Plan. The changes revise the definition of “Good Standing” so that employees receiving “Retirement” treatment must be in Good Standing and comply with post-termination obligations under the plan.
The amendments also allow the company to require a release of claims as a condition for Retirement treatment, add flexibility to restricted stock unit vesting schedules, and clarify that equity treatment upon death or disability follows current company practice without needing additional approval from the Compensation & Human Resources Committee. The full text of the updated plan is provided as an exhibit.
Moody’s Corporation furnished an update on its business, announcing financial results for the quarter ended September 30, 2025, along with its outlook for 2025. The details are provided in a press release included as Exhibit 99.1.
The disclosure was made under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD). The information, including the exhibit, is being furnished and not deemed filed under the Exchange Act, meaning it is not subject to Section 18 liabilities and is not automatically incorporated into future filings.
Moody’s Corporation reported that its Board approved amendments to the Amended and Restated By-Laws on October 14, 2025, updating advance notice procedures for stockholder director nominations and other business.
The changes revise the notice window to no earlier than the 120th day and no later than the 90th day before the first anniversary of the prior annual meeting. For the 2026 Annual Meeting, notices (other than Rule 14a-8 or proxy access submissions) must be received between December 16, 2025 and January 15, 2026. If the 2026 meeting date shifts by more than 30 days, the window adjusts to the 120th–90th day before the meeting or the 10th day after the first public announcement.
The amendments expand and clarify required disclosures in stockholder notices, including plans reportable under Item 4 of Schedule 13D, performance fee arrangements tied to Moody’s stock, certain ownership interests, and compensation or monetary agreements. Deadlines for Rule 14a-8 proposals and proxy access nominations remain as stated in the March 5, 2025 proxy statement.
Moody’s Corporation disclosed that Stephen Tulenko, President of Moody’s Analytics, has submitted his resignation as an officer and employee of the company. He notified Moody’s on August 19, 2025, that his departure will be effective on September 2, 2025, or an earlier date if determined by the Chief Executive Officer. The filing does not describe any replacement or changes to his responsibilities beyond the resignation notice.