Moody’s remains a stable, high‑margin credit‑rating leader—its 35% market share, new ESG‑focused analytics, and AI‑driven risk tools position the firm for growth amid fintech disruption and tightening regulations.
Moody’s Mexico removes ratings for América Móvil and BNSP, widening spreads and tightening liquidity amid tougher regulatory scrutiny, while MarketBeta’s stake signals confidence in Moody’s equity.
Moody’s sees a subtle shift: Goldman’s price‑target tweak and a new ETF stake highlight evolving valuation expectations, while its Mexico rating pullback underscores rising cross‑border risk‑analysis demands.
Moody’s recent institutional buying and selling shows investors weighing traditional credit strength against ESG and AI‑driven competition, highlighting value and growth prospects.
Moody’s February 2026 moves: Mexico rating shifts, modest institutional buying and regulatory updates—what they signal for investors and the credit‑rating sector.