Moody’s delivered a robust Q2 with EPS of $4.68 on $2.185B revenue, up 15% year over year. Margin expansion and strong cash flow supported a raised buyback to $3B and higher 2026 EPS guidance, reflecting durable demand across MIS, Analytics, and AI-enabled workflows. The Microsoft Copilot integration and recurring revenue growth suggest a sustainable, AI-enhanced growth trajectory, likely aiding near-term sentiment.
Buffett gained nearly $900 million from his Moody's stake this year. Moody's shares rose from $473 to $509, outperforming the S&P 500. Buffett's average purchase price was $57 per share since 2001. Moody's is benefiting from active credit markets and rising bond issuance. Buffett's long-term investment strategy yielded over $11 billion in gains.
Americans are stressed about financial stability amid tariff uncertainties. Increased cash savings are noted as a buffer against economic disruptions. Rising consumer prices are reshaping spending habits and purchase timing. Investors are advised to reconsider their financial plans amidst market volatility. Financial planners recommend higher savings for emergencies and major expenses.
House bill increases deficits, affecting municipal borrowing costs. Treasury rates rose as federal budget deficit nearly reaches $3 trillion. Higher interest costs impacted local government financing amid debt market concerns. Municipal bond yields increased, reaching highs not seen since April tariffs. Credit downgrades reported for some federal-dependent municipal borrowers.