Credit Rating Agencies Poised for Strong 2026 Growth: RBC

RBC Projects Robust 2026 Growth

RBC Capital Markets has released a positive outlook for credit rating agencies, forecasting robust growth in 2026. The analysis highlights S&P Global Inc and Moody’s Corporation as being well-positioned for solid financial performance, driven by favorable market conditions and key strategic initiatives.

Favorable Conditions and Forecasts

The positive outlook is supported by expectations of strong debt issuance and resilient business models. For S&P Global, RBC projects fiscal year 2026 revenue growth of 8.6% year-over-year to $16.7 billion, surpassing consensus estimates. The firm is also expected to deliver 10-12% EPS growth.

Key Company Projections

Moody’s Corporation is anticipated to guide towards high-single-digit revenue growth for fiscal year 2026, with RBC projecting 8.6% growth to $8.37 billion. Moody's is also forecast to achieve 10-13.5% EPS growth, supported by strong performance in both its Investor Service and Analytics segments.

Concluding Outlook

Both S&P Global and Moody’s are benefiting from diversified business models and strategic moves that provide resilience. Analysts from Stifel and Daiwa Securities have also issued positive ratings, citing the favorable issuance environment, which positions these industry leaders for continued growth into 2026.

FAQ

Q: Which companies are highlighted in RBC's 2026 forecast?
A: The analysis primarily focuses on S&P Global Inc and Moody’s Corporation.

Q: What are the main drivers for the expected growth?
A: Key drivers include favorable market conditions, expectations of strong debt issuance, and the companies' strategic initiatives and diversified business models.

Source: Investing.com