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Company Profile: MSCI Inc. (MSCI)

MSCI insider trades (13 months) →

$639.78 +0.40% vs. previous close · Market cap $46.51B

Today's multi-factor rank: 123 of 461 · see the ranking

Momentum
4.1/10
Value
4.1/10
Growth
4.8/10
Quality
8.2/10
Multifactor
5.3/10

Market and Valuation

Price & Market

Prev Close Price:$637.21
Open:$635.80
Day's Low:$629.28
Day's High:$643.43
Bid / Ask:-
Market Cap:46.51B
Enterprise Value:52.19B

52-Week Range

52-Week Low:$501.08
52-Week High:$644.77
Current position in 52-week range
52w Low-52w High
50-Day Avg:$568.53
200-Day Avg:$573.67

Volume

Volume Today:674,579
Avg Volume (3m):587,790
Avg Volume (10d):640,650
52-Week Change:+10.84%
vs S&P 500, 52 weeks:-
Beta:1.19

Valuation Multiples

P/E (trailing):33.85

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 20, 2026. The P/E is the price divided by that EPS.

P/E (forward):28.53
PEG Ratio:2.01
Price / Book:-
Price / Sales (TTM):13.55
EV / Revenue:15.21
EV / EBITDA:25.86

Dividends

Current yield:1.29%
Annual Dividend Rate:$8.20
Dividend Trailing:$7.95
Yield Trailing:1.25%
5-Year Avg Yield:1.04%
Payout Ratio:42.04%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):3.43B
Gross Profit:2.85B
EBITDA:2.02B
Net Income (TTM):1.38B
Rev Growth (YoY):+12.40%
Earnings Growth (YoY):+14.40%
Quarterly earnings growth (YoY):+7.90%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$18.90

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 20, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$22.43
Revenue Per Share:$46.94
Cash Per Share:-
Book Value:$-42.07
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:257.40M
Total Debt:6.89B
Net Debt (Debt - Cash):6.63B
Debt / Equity:-
Current Ratio:0.83
Quick Ratio:0.71

Cash Flows

Operating Cash Flow:1.61B
Free Cash Flow (FCF):1.19B
FCF Yield (FCF / Market Cap):-
Enterprise Value:52.19B
EV / Revenue:15.21
EV / EBITDA:25.86

Profitability

ROE (Return on Equity):-
ROA (Return on Assets):21.75%
P/E (trailing):33.85
P/E (forward):28.53
Price / Book:-
PEG Ratio:2.01
52-Week Change:+10.84%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$18.90

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 20, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$22.43
P/E (forward):28.53
PEG Ratio:2.01

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$46.94
Cash Per Share:-
Book Value:$-42.07

Cash Flows (TTM)

Free Cash Flow:1.19B
Operating Cash Flow:1.61B
EBITDA:2.02B
Total Revenue (TTM):3.43B
Net Income (TTM):1.38B
Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter Period Actual EPS Estimated EPS Difference Surprise % Currency

Ownership Structure

Ownership Distribution

% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:72,700,000
Float (free shares):67,824,185
Short interest (shares):1,463,554
Short % of float:-
Short Ratio (days to cover):2.64
Short interest, prior month:-
Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization Report Date % Shares No. Shares Value (USD) Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund Report Date % Shares No. Shares Value (USD) Change %

Recent Insider Trades

Executive / Insider Title Date Action Shares

Options Chain

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

MSCI Inc. (MSCI) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
8-K2026-10-20View filing ↗
8-K2026-08-07View filing ↗
10-Q2026-07-21View filing ↗
8-K2026-04-23View filing ↗
10-Q2026-04-21View filing ↗
8-K2026-03-31View filing ↗
DEF 14A2026-03-11View filing ↗
10-K2026-02-06View filing ↗
8-K2026-01-28View filing ↗
8-K2025-11-17View filing ↗

Company and Executive Profile

MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The Sustainability and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to assist investors navigate increasing regulation. The All Other – Private Assets segment comprises private credit, real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investment. MSCI Inc. was incorporated in 1998 and is based in New York, New York.

General Information

Headquarters:United States
City:New York
Employees:6,259
Industry:Financial Data & Stock Exchanges
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. Henry A. FernandezChairman, CEO & President673.72M
Mr. Andrew Craig WiechmannCFO & Interim Principal Accounting Officer451.43M
Mr. Scott A. CrumChief Human Resources Officer681.40M
Mr. Alvise J. MunariHead of Client Segments & Chief Product Officer-1.97M
Mr. Jorge MinaCOO, Chief Transformation Officer & Head of Analytics50-
Mr. Kashi KakarlaCTO & Head of Product Engineering--
Mr. Jeremy Harris UlanHead of Investor Relations & Treasurer--
Mr. Robert J Gutowski J.D.General Counsel and Head of Corporate Affairs561.21M

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MSCI Inc. (MSCI): Quantitative Analysis

MSCI Inc. (MSCI) — Financial Services — Financial Data & Stock Exchanges. MSCI is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, MSCI has returned +12.6% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

MSCI ranks 123 of 461 on today's multifactor score, and 20 of the 58 Financial Services companies that score. Its strongest factor is quality (Z 1.91, ranked 7 of 468); its weakest is momentum (Z -0.55, ranked 341 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

FactorZ-ScoreRank
Multifactor0.169123 of 461
Momentum-0.545341 of 494 ↑7
Value-0.543392 of 489 ↓1
Quality1.9067 of 468 =
Growth-0.143229 of 489

Market data

MetricValue
Price$639.78
Market Cap46.51B
P/E33.85
Revenue (last 12 months)3.43B
Book value per share$-42.07
52-week range$501.08 – $644.77
Dividend yield1.29%
Beta1.19
Average volume587,790
Shares outstanding72.70M
Short interest (% of float)2.41% (as of Oct 15, 2026)

When does MSCI report earnings? 11 of its last 11, before the open →

What are MSCI insiders doing? 53 transactions filed with the SEC, of them 6 buys and 7 sells, the last one on Oct 22, 2026 →

MSCI latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All MSCI filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about MSCI

When does MSCI report earnings?

MSCI has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 11 before the open (and 1 with no time on the filing) (SEC filings through Oct 20, 2026). MSCI earnings dates and times, quarter by quarter →

What is MSCI's P/E ratio?

MSCI's P/E (price over earnings per share for the last twelve months) is 33.9 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: MSCI is above its sector median. Financial Services stocks, company by company →

Where does MSCI rank on Quant500?

In the Nov 3, 2026 multi-factor ranking, MSCI ranks 123 of 461, and 20 of the 58 Financial Services companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking → How it is calculated →

Have MSCI insiders bought or sold shares?

The latest open-market purchase of MSCI shares filed with the SEC (Form 4) was on Sep 2, 2026, by a director, for $1.0M. The latest sale was on Oct 22, 2026, by an officer, for $1.5M. In total, from August 2025 through Nov 3, 2026: 6 purchases and 7 sales by directors, officers and large shareholders. All MSCI insider trades →

Does MSCI pay a dividend?

Yes. Its dividend yield is 1.29% at the Nov 3, 2026 close (annual dividend of $8.20 per share). The next announced ex-dividend date is Nov 13, 2026.

What sector is MSCI in, and which index?

MSCI is classified in the Financial Services sector (industry: Financial Data & Stock Exchanges), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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