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 |
| Vol | 460.10K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 30.13x |
| Forward P/E | 24.50x |
| EV / EBITDA | 23.58x |
| P / S (ttm) | 12.02x |
| Profit margin | 40.7% |
| Revenue growth | +12.2% |
| Earnings growth | +19.6% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 0.68 |
|---|---|
| Corr SPX | 0.39 |
| Annual vol | 28.2% |
| Annual ret | +4.0% |
| Sharpe | 0.14 |
| 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 |
| Analysts | 16 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 10 | |
| Hold | 2 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-04-22 | Wells Fargo | → Equal-Weight |
| 2026-04-22 | UBS | → Buy |
| 2026-04-22 | RBC Capital | → Outperform |
| 2026-04-22 | Morgan Stanley | → Overweight |
| 2026-04-01 | Wells Fargo | → Equal-Weight |
| 2026-03-17 | Raymond James | → Strong Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-07 | Officer / Director Change | read |
| 2026-07-21 | Earnings Release, Exhibits | read |
| 2026-04-23 | Shareholder Vote | read |
| 2026-04-21 | Earnings Release, Exhibits | read |
| 2026-03-31 | Officer / Director Change | read |
| 2026-01-28 | Material Agreement, Exhibits | read |
| 2026-01-28 | Earnings Release, Exhibits | read |
| 2025-11-17 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-11-06 | Reg FD Disclosure, Other Material Event… | read |
| 2025-10-28 | Earnings Release, Other Material Event… | read |
| 2025-09-08 | Reg FD Disclosure | read |
| 2025-08-20 | Material Agreement, Material Obligation… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-10 | Wiechmann Andrew C. | Chief Financial Officer | Sell | 450 | $272.05K |
| 2026-06-02 | Taneja Rajat | Grant | 42 | — | |
| 2026-05-29 | Yang June | Grant | 2 | — | |
| 2026-05-29 | Matlock Robin | Grant | 6 | — | |
| 2026-05-29 | RIEFLER LINDA H | Grant | 7 | — | |
| 2026-05-15 | Fernandez Henry A | Chairman and CEO | Buy | 120 | $67.13K |
| 2026-05-15 | Fernandez Henry A | Chairman and CEO | Buy | 240 | $134.47K |
| 2026-05-15 | Fernandez Henry A | Chairman and CEO | Buy | 1.24K | $695.21K |
| 2026-05-15 | Fernandez Henry A | Chairman and CEO | Buy | 1.12K | $631.09K |
| 2026-05-15 | Fernandez Henry A | Chairman and CEO | Buy | 800 | $450.71K |
Flow & Concentration
| Insider 180d net | $1.98M |
|---|---|
| Insider buys / sells | 7 / 1 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 93.5% |
| HHI | 3,312 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $1.79B | 3.19M |
| Millennium Management | $471.57M | 842.03K |
| AQR Capital Management | $364.12M | 658.43K |
| Citadel Advisors | $293.39M | 523.87K |
| Capital Research / Capital World | $221.32M | 395.19K |
| Fidelity / FMR LLC | $208.24M | 371.83K |
| Bridgewater Associates | $9.75M | 17.42K |
| T. Rowe Price Group | $198.50K | 354.44K |
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
| Amount | Agency | Description |
|---|---|---|
| $368.48K | Securities and Exchange Commission | IGF::OT::IGF ACCOUNTING AND GOVERNANCE RISK RATINGS SERVICE |
| $172.00K | Securities and Exchange Commission | SUBSCRIPTION TO ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) DATA. |
| $100.00K | Securities and Exchange Commission | ACCESS TO MSCI'S ACCOUNTING & GOVERNANCE RISK RATINGS SERVICE |
| $97.00K | Department of State | ---------- COMMENTS: IT REQUEST STATUS: FALSE |
| $67.09K | U.S. International Development Finance Corporation | PRIVATE CAPITAL BENCHMARK CALCULATOR - UNIVERSE ANALYTICS |
| $55.04K | Department of Commerce | IT AND TELECOM - BUSINESS APPLICATION/APPLICATION DEVELOPMENT SOFTWARE AS A SERV |
| $50.50K | Department of State | MSCI FOR REAL CAPITAL ANALYTICS (RCA) FOR 12 MONTH RENEWAL SERVICE TO EQUIP THE |
| $50.00K | Securities and Exchange Commission | EQUITIES RISK FACTOR MODEL DATA SUBSCRIPTION |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $552.07 | $555.95 | $547.48 | $551.36 | 460.10K |
| Sep 24 | $557.72 | $563.27 | $552.03 | $556.08 | 541.10K |
| Sep 23 | $548.11 | $559.15 | $545.01 | $555.70 | 611.70K |
| Sep 22 | $558.11 | $559.35 | $547.85 | $548.88 | 747.90K |
| Sep 21 | $556.34 | $559.93 | $552.33 | $558.97 | 430.70K |
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