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 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 Q4 2025 revenue $822.5M (+10.6%), adj. EPS $4.66 (+11.5%)
Operating revenue $822.5M (+10.6%), organic growth 10.2%.
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 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 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 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%).
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).
Revenue $743.5M (+7.7% YoY); organic revenue growth 7.4%.
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%).
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 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 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 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.
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 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 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 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 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%.
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