earnings
confidence high
sentiment positive
materiality 0.85
MSCI Q2 2026 revenue $867M (+12.2%), diluted EPS $4.69 (+19.6%), acquires First Street for $120M
MSCI Inc.
- Operating revenue $867.0M (+12.2%); organic growth 12.2%; diluted EPS $4.69 (+19.6%); adjusted EPS $4.94 (+18.5%).
- Index segment revenue $511.0M (+17.5%); asset-based fees up 26.6% on record ETF AUM linked to MSCI indexes.
- Acquired First Street (climate risk data) for $120M cash plus earnout; expected close Q3 2026 within Sustainability & Climate segment.
- Board declared Q3 dividend of $2.05/share, payable Aug 28 to holders of record Aug 14; $147.2M in share repurchases in Q2.
- Full-year 2026 guidance updated: higher expenses from acquisitions and strong topline driving incentive compensation and investments.