Stock Fundamentals

Company Information

Company Name
MSCI Inc
Sector
Financial Services
Industry
Financial Data & Stock Exchanges
Exchange
NYSE
ISIN: US55354G1004
CIK: 0001408198
CUSIP: 55354G100
Currency: USD
Full Time Employees: 6,268
Phone: 212 804 3900
Fiscal Year End: December
IPO Date: Nov 15, 2007
Description:

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.

Address:

7 World Trade Center, New York, NY, United States, 10007

Directors & Officers

Name Title Year Born
Mr. Henry A. Fernandez Chairman & CEO 1958
Mr. C.D. Baer Pettit President & Director 1965
Mr. Andrew Craig Wiechmann Chief Financial Officer 1981
Mr. Robert J Gutowski J.D. General Counsel and Head of Corporate Affairs 1969
Mr. Scott A. Crum Chief Human Resources Officer 1957
Mr. Jorge Mina COO & Head of Analytics 1975
Mr. Craig Jack Read Global Controller & Chief Accounting Officer 1970
Mr. Jeremy Harris Ulan Head of Investor Relations & Treasurer NA
Ms. Cristina Bondolowski Chief Marketing & Communications Officer NA
Mr. Theodore Niggli Managing Director NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 9.37M Dec 31, 2025 12.75% $0.08 -3.19%
BlackRock Inc 5.87M Sep 30, 2025 7.99% $0.06 -0.10%
State Street Corp 3.32M Sep 30, 2025 4.52% $0.07 1.20%
BAMCO Inc 2.76M Dec 31, 2025 3.75% $4.28 15.10%
Morgan Stanley - Brokerage Accounts 2.42M Sep 30, 2025 3.29% $0.08 119.99%
JPMorgan Chase & Co 2.14M Sep 30, 2025 2.91% $0.04 171.94%
Geode Capital Management, LLC 2.02M Sep 30, 2025 2.76% $0.07 1.57%
Edgewood Management LLC 1.91M Sep 30, 2025 2.60% $3.85 -8.60%
Principal Financial Group Inc 1.78M Sep 30, 2025 2.42% $0.51 6.55%
Polen Capital 1.58M Sep 30, 2025 2.16% $2.92 -9.04%
T. Rowe Price Investment Management,Inc. 1.28M Sep 30, 2025 1.74% $0.44 33.32%
StonePine Asset Management Inc. 1.00M Dec 31, 2025 1.36% $3.57 4.07%
Fiera Capital Corporation 993.44K Sep 30, 2025 1.35% $1.82 2.43%
NORGES BANK 921.27K Dec 31, 2025 1.25% $0.06 -2.93%
Mitsubishi UFJ Asset Management Co.,Ltd 874.88K Sep 30, 2025 1.19% $0.36 499.31%
Baillie Gifford & Co Limited. 846.84K Dec 31, 2025 1.15% $0.40 22.46%
Northern Trust Corp 752.87K Sep 30, 2025 1.02% $0.05 0.18%
Arrowstreet Capital Limited Partnership 737.06K Dec 31, 2025 1.00% $0.25 13.80%
Longview Partners (Guernsey) Limited 723.81K Dec 31, 2025 0.99% $4.34 1.87%
Bessemer Group Inc 586.97K Sep 30, 2025 0.80% $0.51 -0.61%

Shares Statistics

Shares Outstanding: 73.47M
Shares Float: 69.40M
% Insiders: 398.80%
% Institutions: 9,454.90%
Short % Float: 2.45%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 9.37M 12.75% ▼ 3.19% Dec 31, 2025
2 BlackRock Inc 5.87M 7.99% ▼ 0.10% Sep 30, 2025
3 State Street Corp 3.32M 4.52% ▲ 1.20% Sep 30, 2025
4 BAMCO Inc 2.76M 3.75% ▲ 15.10% Dec 31, 2025
5 Morgan Stanley - Brokerage Accounts 2.42M 3.29% ▲ 119.99% Sep 30, 2025
6 JPMorgan Chase & Co 2.14M 2.91% ▲ 171.94% Sep 30, 2025
7 Geode Capital Management, LLC 2.02M 2.76% ▲ 1.57% Sep 30, 2025
8 Edgewood Management LLC 1.91M 2.60% ▼ 8.60% Sep 30, 2025
9 Principal Financial Group Inc 1.78M 2.42% ▲ 6.55% Sep 30, 2025
10 Polen Capital 1.58M 2.16% ▼ 9.04% Sep 30, 2025

Valuation Metrics

Enterprise Value: $47.81B
Trailing P/E: 36.49
Forward P/E: 29.24

Financial Highlights

Market Cap: $42.97B
EBITDA: $1.82B
P/E Ratio: $36.49
PEG Ratio: $1.96
Book Value: $-36.09
Dividend/Share: $7.20
Dividend Yield: 1.26%
Earnings/Share: $15.67
Profit Margin: 38.36%
Operating Margin: 55.94%
ROA (TTM): 19.17%
ROE (TTM): 0.00%
Revenue (TTM): $3.13B
Revenue/Share (TTM): $40.97
Earnings Growth (YOY): -2.30%
Revenue Growth (YOY): 10.60%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.90x -2.34x 1.47x 8.16x 3.21x
2024-12-31 0.85x -4.83x 1.17x 8.24x 2.59x
2023-12-31 0.93x -6.09x 1.13x 7.42x 2.63x
2022-12-31 1.40x -4.48x 1.20x 7.04x 3.32x
2021-12-31 1.71x -25.60x 1.03x 6.72x 3.63x
2020-12-31 1.88x -7.65x 1.11x 5.66x 3.56x
2019-12-31 2.31x -40.33x 1.02x 5.10x 3.63x
2018-12-31 1.77x -15.47x 1.05x 5.16x 3.04x
2017-12-31 2.09x 10.36x 0.88x 4.99x 6.29x
2016-12-31 1.97x 13.07x 0.90x 4.80x 7.29x
2015-12-31 2.13x 3.50x 0.71x 6.47x 6.45x
2014-12-31 1.63x 0.56x 0.50x 10.60x 1.94x
2013-12-31 1.27x 0.51x 0.50x 14.14x 1.92x
2012-12-31 1.01x 0.60x 0.53x 6.15x 1.99x
2011-12-31 1.50x 0.82x 0.58x 5.77x 2.68x
2010-12-31 1.15x 1.17x 0.64x 4.02x 4.79x
2009-12-31 2.06x 0.75x 0.58x 7.67x 2.01x
2008-12-31 1.35x 1.40x 0.72x 5.04x 2.36x
2007-12-31 1.15x 2.12x 0.78x 13.49x 2.49x
2006-12-31 2.09x 0.00x 0.26x N/A 0.00x
2005-12-31 1.72x 0.00x 0.28x N/A 0.00x
2004-12-31 N/A N/A N/A N/A 0.00x
2003-12-31 N/A 0.00x 0.70x N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 17, 2026 Henry A Fernandez N/A Purchase 800.00 $518.95 $415.16K
Feb 13, 2026 Henry A Fernandez N/A Purchase 6.00K $524.18 $3.15M
Jan 29, 2026 Ro Khanna N/A Sale N/A $606.96 N/A
Jan 13, 2026 Ro Khanna N/A Purchase N/A $587.41 N/A
Jan 06, 2026 Ro Khanna N/A Purchase N/A $586.76 N/A
Dec 11, 2025 Andrew C Wiechmann N/A Sale 450.00 $550.00 $247.50K
Dec 05, 2025 Henry A Fernandez N/A Purchase 10.21K $536.13 $5.47M
Dec 05, 2025 Henry A Fernandez N/A Purchase 2.29K $536.17 $1.23M
Nov 24, 2025 Robert J Gutowski N/A Sale 624.00 $558.42 $348.45K
Oct 07, 2025 Ro Khanna N/A Purchase N/A $568.74 N/A
Sep 29, 2025 Ro Khanna N/A Purchase N/A $568.48 N/A
Sep 05, 2025 Ro Khanna N/A Sale N/A $555.43 N/A
Aug 26, 2025 Ro Khanna N/A Sale N/A $571.73 N/A
Jul 25, 2025 Henry A Fernandez N/A Purchase 84.00 $548.69 $46.09K
Jul 24, 2025 Henry A Fernandez N/A Purchase 9.92K $544.70 $5.40M
Jul 24, 2025 Henry A Fernandez N/A Purchase 2.40K $535.11 $1.28M
May 28, 2025 Ro Khanna N/A Sale N/A $563.01 N/A
May 05, 2025 Cd Baer Pettit N/A Sale 5.00K $552.59 $2.76M
Apr 08, 2025 Robert Bresnahan, Jr. N/A Purchase N/A $505.35 N/A
Apr 04, 2025 Cd Baer Pettit N/A Sale 5.00K $524.25 $2.62M

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