earnings
confidence high
sentiment positive
materiality 0.75
MSCI Q3 2026 revenue $892.0M, up 12.4%; adjusted EPS $5.11, up 14.3%
MSCI Inc.
- Operating revenues $892.0M, up 12.4% YoY; organic growth 12.3%; recurring subscriptions +7.7% and asset-based fees +24.9%.
- Diluted EPS $4.86 (+14.4%); adjusted EPS $5.11 (+14.3%); operating margin 56.3%; adjusted EBITDA margin 62.2%.
- Index revenue $532.6M (+18.1%), led by asset-based fees $246.6M (+24.9%); Analytics $191.0M (+4.8%); Sustainability and Climate $93.7M (+4.0%).
- Total Run Rate $3,571.9M (+12.1%); organic recurring subscription Run Rate +8.7%; retention rate 95.0% vs 94.7%.
- Declared Q4 dividend $2.05/share, payable Nov 27 to holders of record Nov 13; repurchased $627.2M of stock at avg $561.81 through Oct 19.