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Oct 23, 2025 12:20 PM

Moody's To Benefit From M&A Activity Recovery, Margins Expansion, Analysts Say

Moody’s Corp (NYSE:MCO) reported solid third-quarter results on Wednesday.

Here are some key analyst takeaways:

Stifel analyst Shlomo Rosenbaum maintained a Hold rating, while reducing the price target from $526 to $471.

RBC Capital Markets analyst Ashish Sabadra reiterated an Outperform rating and a $550 price target.

Check out other analyst stock ratings.

Stifel: "The setup for issuance activity in 2026 seems to be strong as M&A activity is showing signs of rebounding," Rosenbaum wrote in a note. While Moody's organic MA revenue growth continues to decelerate, the company is relying on MA margin ...