Inside the research

MSCI Inc.

MSCI Research profile · latest available data

Price overview

$551.36

▼ -4.72 (-0.8%)

52w hi$641.54
52w lo$506.19
Vol460.10K
As of25 Sep 2026

The Verdict

Hold

Our score -0.04

Short-0.12
Medium-0.03
Long+0.12

computed 2026-09-27

Key fundamentals

MSCI Inc.

Financial Services · Financial Data & Stock Exchanges

Market cap$40.08B
Enterprise value$46.28B
Trailing P/E30.13x
Forward P/E24.50x
EV / EBITDA23.58x
P / S (ttm)12.02x
Profit margin40.7%
Revenue growth+12.2%
Earnings growth+19.6%

Layer Breakdown

LayerRawContribution
Fundamental+0.27
Sector+0.02
Technical-0.10
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The Sustainability and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to assist investors navigate increasing regulation. The All Other – Private Assets segment comprises private credit, real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investment. MSCI Inc. was incorporated in 1998 and is based in New York, New York.

United States · www.msci.com

Risk Metrics

Beta vs SPX0.68
Corr SPX0.39
Annual vol28.2%
Annual ret+4.0%
Sharpe0.14
Max DD-20.4%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$685.44
High / Low$730.00 / $550.00
Median$700.00
Analysts16
Strong Buy4
Buy10
Hold2
Sell0
Strong Sell1

Recent rating actions

2026-04-22Wells Fargo→ Equal-Weight
2026-04-22UBS→ Buy
2026-04-22RBC Capital→ Outperform
2026-04-22Morgan Stanley→ Overweight
2026-04-01Wells Fargo→ Equal-Weight
2026-03-17Raymond James→ Strong Buy

Material Events

DateEvent8-K
2026-08-07Officer / Director Changeread
2026-07-21Earnings Release, Exhibitsread
2026-04-23Shareholder Voteread
2026-04-21Earnings Release, Exhibitsread
2026-03-31Officer / Director Changeread
2026-01-28Material Agreement, Exhibitsread
2026-01-28Earnings Release, Exhibitsread
2025-11-17Officer / Director Change, Reg FD Disclosure…read
2025-11-06Reg FD Disclosure, Other Material Event…read
2025-10-28Earnings Release, Other Material Event…read
2025-09-08Reg FD Disclosureread
2025-08-20Material Agreement, Material Obligation…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-06-10Wiechmann Andrew C.Chief Financial OfficerSell450$272.05K
2026-06-02Taneja RajatGrant42—
2026-05-29Yang JuneGrant2—
2026-05-29Matlock RobinGrant6—
2026-05-29RIEFLER LINDA HGrant7—
2026-05-15Fernandez Henry AChairman and CEOBuy120$67.13K
2026-05-15Fernandez Henry AChairman and CEOBuy240$134.47K
2026-05-15Fernandez Henry AChairman and CEOBuy1.24K$695.21K
2026-05-15Fernandez Henry AChairman and CEOBuy1.12K$631.09K
2026-05-15Fernandez Henry AChairman and CEOBuy800$450.71K

Flow & Concentration

Insider 180d net$1.98M
Insider buys / sells7 / 1
Insider biasNeutral
13F holders8
Top-5 share93.5%
HHI3,312 (concentrated)

Top Holders

HolderValueShares
State Street Corp$1.79B3.19M
Millennium Management$471.57M842.03K
AQR Capital Management$364.12M658.43K
Citadel Advisors$293.39M523.87K
Capital Research / Capital World$221.32M395.19K
Fidelity / FMR LLC$208.24M371.83K
Bridgewater Associates$9.75M17.42K
T. Rowe Price Group$198.50K354.44K

As of 2026-06-30

Dividends

Yield (TTM)0.70%
$ / share (TTM)$3.85
5y CAGR+19.8%

Annual dividend per share

2021$3.64
2022$4.58
2023$5.52
2024$6.40
2025$7.20
2026$2.05

Federal Contracts

AmountAgencyDescription
$368.48KSecurities and Exchange CommissionIGF::OT::IGF ACCOUNTING AND GOVERNANCE RISK RATINGS SERVICE
$172.00KSecurities and Exchange CommissionSUBSCRIPTION TO ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) DATA.
$100.00KSecurities and Exchange CommissionACCESS TO MSCI'S ACCOUNTING & GOVERNANCE RISK RATINGS SERVICE
$97.00KDepartment of State---------- COMMENTS: IT REQUEST STATUS: FALSE
$67.09KU.S. International Development Finance CorporationPRIVATE CAPITAL BENCHMARK CALCULATOR - UNIVERSE ANALYTICS
$55.04KDepartment of CommerceIT AND TELECOM - BUSINESS APPLICATION/APPLICATION DEVELOPMENT SOFTWARE AS A SERV
$50.50KDepartment of StateMSCI FOR REAL CAPITAL ANALYTICS (RCA) FOR 12 MONTH RENEWAL SERVICE TO EQUIP THE
$50.00KSecurities and Exchange CommissionEQUITIES RISK FACTOR MODEL DATA SUBSCRIPTION

SEC Filings

DateFormDoc
2026-08-078-Kview
2026-07-2110-Qview
2026-07-218-Kview
2026-06-124view
2026-06-044view
2026-06-024view
2026-06-024view
2026-06-024view
2026-05-184view
2026-05-054view
2026-05-054view
2026-05-054view
2026-05-054view
2026-05-054view
2026-05-054view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$3.13B+13.9%
Operating income$1.71B+17.6%
Net income$1.20B+21.1%
Cash from ops$1.59B+18.1%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$552.07$555.95$547.48$551.36460.10K
Sep 24$557.72$563.27$552.03$556.08541.10K
Sep 23$548.11$559.15$545.01$555.70611.70K
Sep 22$558.11$559.35$547.85$548.88747.90K
Sep 21$556.34$559.93$552.33$558.97430.70K

Understand the score. Research layers are inputs to a model, and the available data has limits.

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