---
schema_version: "secwatch.filing_event.v1"
accession: "0000950103-24-001197"
form_type: "8-K"
ticker: "MSCI"
cik: "0001408198"
company_name: "MSCI Inc."
filed_at: "2024-01-29T23:59:59+00:00"
generated_at: "2026-06-06T15:50:04.944264+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.45
calibrated_materiality_score: 0.45
confidence: "high"
source: SEC EDGAR
---

# MSCI enters new $1.25B credit facility, replaces existing $850M in loans

## Summary
- New $1.25B revolving credit facility matures January 2029; replaces existing $500M revolver and $350M term loan.
- Subsidiary guarantors released from guarantees under prior credit agreement and indentures upon termination.
- Interest rate: SOFR + 1.50% or Base Rate + 0.50% (at current ratings of BBB-/BBB-); applies to drawn amounts.
- Proceeds used for general corporate purposes, including working capital and acquisitions.
- Maintains leverage ratio covenant (max 4.25:1) and interest coverage ratio (min 4.00:1).

## SEC filing metadata
- accession: 0000950103-24-001197
- form_type: 8-K
- ticker: MSCI
- cik: 0001408198
- company_name: MSCI Inc.
- filed_at: 2024-01-29T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.45
- calibrated_materiality_score: 0.45
- confidence: high
- sec_items: 1.01, 2.03, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1408198/000095010324001197/0000950103-24-001197-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1408198/000095010324001197/dp205729_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950103-24-001197
- JSON: https://secwatch.observer/filing/0000950103-24-001197.json
- Plain text: https://secwatch.observer/filing/0000950103-24-001197.txt

## Key facts
- Debt Financings
  MSCI Inc. incurred revolving credit of $1,250.0 million with JPMorgan Chase Bank, N.A. at SOFR plus 1.50% maturing January 26, 2029.
  - Instrument: revolving credit
  - Principal: $1,250.0 million
  - Counterparty: JPMorgan Chase Bank, N.A.
  - Rate: SOFR plus 1.50%
  - Maturity: January 26, 2029
  - Event: incurrence
  source text: The Credit Agreement makes available to the Company an aggregate of $1,250.0 million of revolving loan commitments, which may be drawn until January 26, 2029.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1408198/000095010324001197/0000950103-24-001197-index.htm
- Material Agreements
  MSCI Inc. entered into Credit Agreement with JPMorgan Chase Bank, N.A., in its capacity as administrative agent valued at $1,250.0 million (effective 2024-01-26).
  - Action: entry
  - Agreement: credit facility
  - Counterparty: JPMorgan Chase Bank, N.A., in its capacity as administrative agent
  - Value: $1,250.0 million
  - Effective: 2024-01-26
  source text: On January 26, 2024, MSCI Inc. (the “Company”), the lenders party thereto and JPMorgan Chase Bank, N.A., in its capacity as administrative agent, entered into a Second Amended and Restated Credit Agreement (the “Credit Agreement”), amending and restating in its entirety the Amended and Restated Credit Agreement (the “Existing Credit Agreement”), dated as of June 9, 2022, among the Company, JPMorgan Chase Bank, N.A., as Administrative Agent and L/C Issuer, and the other parties thereto.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1408198/000095010324001197/0000950103-24-001197-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.