Highest-materiality recent filing
MSCI Q2 2026 revenue $867M (+12.2%), diluted EPS $4.69 (+19.6%), acquires First Street for $120M
Operating revenue $867.0M (+12.2%); organic growth 12.2%; diluted EPS $4.69 (+19.6%); adjusted EPS $4.94 (+18.5%).
MSCI shareholders elect board, approve compensation, ratify auditor
All 11 MSCI director nominees elected with majority support; votes ranged from 95% to 99% for.
MSCI Q1 2026 revenue $850.8M (+14.1%), diluted EPS $5.53 (+49.1%), organic revenue growth 13.3%
Operating revenues $850.8M, +14.1% YoY; organic revenue growth 13.3%. Diluted EPS $5.53 (+49.1%), adjusted EPS $4.55 (+13.8%).
MSCI Global Controller and CAO C. Jack Read resigns; effective Aug 9, 2026
C. Jack Read resigns as Global Controller and Chief Accounting Officer to pursue another opportunity.
MSCI Q4 2025 revenue $822.5M (+10.6%), adj. EPS $4.66 (+11.5%)
Operating revenue $822.5M (+10.6%), organic growth 10.2%.
MSCI extends BlackRock ETF index license to 2035 with revised fee structure
Term of ETF index license extended to March 31, 2035, with auto-renewal for successive three-year periods.
MSCI President Baer Pettit to retire by March 2026; CEO Fernandez adds President role
Baer Pettit retires as President and COO effective March 1, 2026; remains advisor through Q3 2026.
MSCI issues $500M of 5.150% senior notes due 2036, raises 2025 interest expense outlook
Closed public offering of $500M aggregate principal 5.150% senior unsecured notes maturing 2036.
MSCI Q3 2025 EPS $4.25 (+19% YoY); new $3B buyback authorized
Operating revenue $793.4M (+9.5% YoY); organic revenue growth 9.0%.
MSCI updates FY2025 interest expense outlook to $205-209M from $182-186M due to $1.25B note issuance
Updated FY2025 interest expense guidance to $205-209M from prior $182-186M due to $1.25B note issuance.
MSCI upsizes revolving credit facility to $1.60B and extends maturity to 2030
Aggregate revolving commitments increased from $1.25B to $1.60B; maturity extended to August 20, 2030.
MSCI closes $1.25B public offering of 5.250% senior notes due 2035
Issued $1.25B aggregate principal of 5.250% senior unsecured notes due 2035 on August 8, 2025.
MSCI Q2 revenue $772.7M (+9.1%), diluted EPS $3.92 (+16.3%), raises dividend to $1.80
Index segment revenue $434.8M (+9.5%) led by asset-based fees up 12.7% on record ETF AUM linked to MSCI indexes.
MSCI shareholders elect all 12 directors, approve say-on-pay and 2025 equity plan at annual meeting
All 12 director nominees elected with majority support; Rajat Taneja and June Yang received highest votes (63.5M each).
MSCI Q1 revenue up 9.7% to $745.8M; diluted EPS $3.71 (+15%); retention 95.3%
Operating revenues $745.8M (+9.7% YoY); diluted EPS $3.71 (+15.2%), adjusted EPS $4.00 (+13.6%).
Director Wayne Edmunds to retire from MSCI board at 2025 annual meeting
Wayne Edmunds, board member since 2015, will not stand for re-election at the 2025 Annual Meeting.
MSCI grants CEO Fernandez $15M premium-priced options; annual LTI raised to $14.6M
One-time $15M stock option award to CEO Fernandez; exercise prices $1,000, $1,100, $1,200 (premiums 69%-103% over $590.73 close).
MSCI appoints June Yang to Audit and Risk Committee; retainer $10K prorated
June Yang appointed to MSCI's Audit and Risk Committee effective January 28, 2025.
Revenue $743.5M (+7.7% YoY); organic revenue growth 7.4%.
MSCI appoints June Yang, former Google Cloud AI VP, to board of directors
Appointed independent director effective December 17, 2024; Board expands to 13 directors.
MSCI Q3 revenue up 15.9% to $724.7M; diluted EPS $3.57, adj. EPS $3.86; new $1.5B buyback authorized
Operating revenues $724.7M (+15.9% YoY); organic revenue growth 11.1%; diluted EPS $3.57 (+9.2%); adjusted EPS $3.86 (+11.9%).
Michelle Seitz appointed to MSCI board as independent director effective Aug 5, 2024
Seitz will serve on the Audit and Risk Committee; board expands to 12 directors.
MSCI director Chirantan 'CJ' Desai resigns effective July 25, 2024
Desai notified the Board of his resignation on July 25, 2024, effective same date.
MSCI Q2 2024 revenue +14% to $708M, adj. EPS $3.64 (+11.7%); retention 94.8%
Operating revenues $707.9M (+14.0% YoY); organic revenue growth 9.7%; diluted EPS $3.37 (+9.1%).
MSCI appoints C. Jack Read as Global Controller and CAO, effective Aug 8, 2024
Appointed C. Jack Read as Global Controller and Chief Accounting Officer, effective August 8, 2024; replaces CFO Wiechmann as principal accounting officer.
MSCI shareholders reelect all 12 directors, reject proposal on Chinese military indices
All 12 director nominees elected, with Linda H. Riefler receiving 62.6M for (5.0M against).
MSCI Q1 revenue up 14.8% to $680M; EPS $3.22 (+8.4%); retention rate slips to 92.8%
Operating revenue $680M, up 14.8% YoY; diluted EPS $3.22, adjusted EPS $3.52 (+12.1%).
MSCI appoints ServiceNow COO Chirantan Desai as independent director
Desai, President & COO of ServiceNow, joined MSCI Board on March 11, 2024.
MSCI Q4 2023 revenue $690M, up 19.8%; Adjusted EPS $3.68, up 29.6%
Operating revenues $690.1M (+19.8% YoY); organic revenue growth 14.7%.
MSCI enters new $1.25B credit facility, replaces existing $850M in loans
New $1.25B revolving credit facility matures January 2029; replaces existing $500M revolver and $350M term loan.
Board adopted amendments effective Nov 2, 2023 to implement SEC Rule 14a-19 universal proxy requirements.
MSCI Q3 revenue up 11.6% to $625.4M; diluted EPS $3.27 (+22%), adj EPS $3.45 (+21%)
Operating revenues $625.4M (+11.6% YoY); diluted EPS $3.27 (+22%); adjusted EPS $3.45 (+21.1%).
MSCI completes acquisition of Burgiss, a private-assets data and analytics firm
Acquisition of Burgiss closed on October 2, 2023; originally announced August 14, 2023.
Jennifer H. Mak notified MSCI on August 18, 2023 of her resignation as Global Controller and principal accounting officer.
MSCI acquires remaining 66% of Burgiss for $697M, expanding private assets
MSCI pays $697M cash for remaining 66% stake; aggregate investment of $913M since Jan 2020.
MSCI Q2 revenue $621M (+12.6%), EPS $3.09 (+19.3%); ESG & Climate revenue +29%
Q2 revenue $621.2M (+12.6% YoY); diluted EPS $3.09 (+19.3%); adjusted EPS $3.26 (+17.3%).
MSCI annual meeting results: all directors elected, say-on-pay approved, auditor ratified
All 12 director nominees elected with majority support; Henry Fernandez received 67.5M for, 2.4M against.
MSCI Q1 2023 revenue $592M (+5.8%), EPS $2.97 (+6.8%), ESG & Climate up 28.9%
Operating revenues $592.2M (+5.8% YoY); diluted EPS $2.97 (+6.8%); adjusted EPS $3.14 (+5.4%).
MSCI confirms no deposits or investments at Silicon Valley Bank or Signature Bank
MSCI holds no cash deposits, securities, or investments at Silicon Valley Bank or Signature Bank.
MSCI Q4 revenue $576.2M (+4.8%), EPS $2.67 (+15.1%) despite asset-based fee decline
Q4 operating revenue $576.2M (+4.8% YoY); organic operating revenue growth 6.8%.
MSCI appoints President and COO Baer Pettit to Board; increases CFO long-term incentive to $2.1M
President and COO Baer Pettit appointed to MSCI Board effective Jan 30, 2023; Board now 12 directors, 10 independent.
MSCI Q3 2022 EPS $2.68 (+32% YoY); revenue $560.6M (+8.4%); raises free cash flow guidance
Operating revenues $560.6M (+8.4%); diluted EPS $2.68 (+32%); adjusted EPS $2.85 (+12.6%).
MSCI authorizes $1.0B new share repurchase program, total authorization ~$1.54B
New $1.0B buyback replaces the prior October 2020 program; combined authorization ~$1,539.1M as of July 28, 2022.
MSCI Q2 2022 revenue up 10.8% to $551.8M, EPS $2.59 (+30.2%)
Diluted EPS $2.59 vs $1.99 YoY; adjusted EPS $2.78 vs $2.45 YoY.
MSCI enters into $850M credit facility; $350M term loan drawn, $500M revolver undrawn
Restated credit facility: $500M revolver undrawn, $350M term loan fully drawn on June 9, 2022.
MSCI appoints Robin Matlock, former VMware CMO, to Board of Directors
Robin Matlock appointed as independent director effective June 1, 2022. Board now has 11 members.
MSCI shareholders elect 10 directors, approve say-on-pay and PwC as auditor
All 10 director nominees elected; Henry A. Fernandez received 67,579,248 for and 3,047,977 against.
MSCI Q1 2022 revenue $559.9M (+17% YoY); diluted EPS $2.78 (+17.8%); adjusted EPS $2.98 (+21.1%)
Operating revenues $559.9M, up 17% YoY; operating margin 51.6%; net income $228.4M, up 16.1%.
MSCI amends revolving credit facility to $500M, extends maturity to Feb 2027
Amendment No. 5 to Revolving Credit Agreement dated Feb 16, 2022, extends maturity to February 2027.
MSCI revises executive long-term equity incentives; increases target LTIP for top executives
New PSOs based on cumulative revenue and adjusted EPS over 3-year performance period (0-200% vesting).
Mr. Wayne Edmunds informed MSCI Inc. (“MSCI” or the “Company”) of his decision to retire from the Board of Directors (the “Board”) of the Company and not stand for re-election at the Company’s 2025 Annual Meeting of Shareholders.
On July 31, 2024, the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) appointed Michelle Seitz to serve as an independent director on the Board, effective August 5, 2024.
On July 25, 2024, Chirantan “CJ” Desai notified the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) of his resignation from service as a director of the Company, effective the same date.
In connection with Mr. Read’s appointment, Andrew C. Wiechmann, the Company’s Chief Financial Officer, will no longer be designated as the Company’s principal accounting officer.
On June 17, 2024, the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) appointed C. Jack Read, to serve as the Company’s Global Controller and Chief Accounting Officer, and designated Mr. Read as the Company’s principal accounting officer, in each case effective August 8, 2024.
On March 8, 2024, the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) appointed Chirantan “CJ” Desai to serve as an independent director on the Board, effective March 11, 2024 (the “Effective Date”).
On August 18, 2023, Jennifer H. Mak informed MSCI Inc. (“MSCI” or the “Company”) of her intention to resign as Global Controller, Head of Finance Operations and principal accounting officer of the Company, to pursue another opportunity.
In connection with Ms. Mak’s resignation, Andrew C. Wiechmann, the Company’s Chief Financial Officer, will assume the responsibilities of principal accounting officer on an interim basis, effective August 24, 2023.
On Januar y 30, 2023, the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) appointed C.D. Baer Pettit, President and Chief Operating Officer of the Company, to serve as a director on the Board effective immediately.
On May 28, 2022, the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) appointed Robin Matlock to serve as an independent director on the Board, effective June 1, 2022 (the “Effective Date”).
Max materiality 0.85 · Median 0.55 · Most common event earnings