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: 6,319
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 & President 1958
Mr. Andrew Craig Wiechmann Chief Financial Officer 1980
Mr. Scott A. Crum Chief Human Resources Officer 1957
Mr. C.D. Baer Pettit Advisor 1965
Mr. Alvise J. Munari Head of Client Segments & Chief Product Officer NA
Mr. Jorge Mina COO & Head of Analytics 1975
Mr. Craig Jack Read Global Controller & Chief Accounting Officer 1969
Mr. Jeremy Harris Ulan Head of Investor Relations & Treasurer NA
Mr. Robert J Gutowski J.D. General Counsel and Head of Corporate Affairs 1969
Ms. Cristina Bondolowski Chief Marketing & Communications Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 30, 2026 Ro Khanna N/A Sale N/A $532.14 N/A
Mar 23, 2026 Ro Khanna N/A Purchase N/A $551.36 N/A
Mar 17, 2026 Andrew C Wiechmann N/A Sale 450.00 $560.00 $252.00K
Feb 17, 2026 Henry A Fernandez N/A Purchase 800.00 $518.95 $415.16K
Feb 17, 2026 Ro Khanna N/A Sale N/A $521.51 N/A
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 2.29K $536.17 $1.23M
Dec 05, 2025 Henry A Fernandez N/A Purchase 10.21K $536.13 $5.47M
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

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 9.37M Dec 31, 2025 12.87% $0.08 -3.19%
BlackRock Inc 5.74M Mar 31, 2026 7.89% $0.05 -2.72%
Vanguard Capital Management, LLC 4.65M Mar 31, 2026 6.39% $0.06 0.00%
Vanguard Portfolio Management, LLC 4.02M Mar 31, 2026 5.53% $0.11 0.00%
State Street Corp 3.11M Mar 31, 2026 4.28% $0.06 -2.25%
BAMCO Inc 2.70M Mar 31, 2026 3.71% $4.39 -2.05%
Morgan Stanley - Brokerage Accounts 2.24M Mar 31, 2026 3.08% $0.07 -9.02%
Geode Capital Management, LLC 2.00M Mar 31, 2026 2.75% $0.07 0.33%
T. Rowe Price Investment Management,Inc. 1.51M Mar 31, 2026 2.07% $0.56 -37.26%
Edgewood Management LLC 1.40M Mar 31, 2026 1.93% $4.88 -0.36%
Principal Financial Group Inc 1.35M Mar 31, 2026 1.85% $0.39 -21.56%
Fiera Capital Corporation 981.70K Mar 31, 2026 1.35% $1.81 1.98%
StonePine Asset Management Inc. 976.77K Mar 31, 2026 1.34% $3.70 -2.41%
Polen Capital 929.51K Mar 31, 2026 1.28% $3.47 -30.17%
NORGES BANK 921.27K Dec 31, 2025 1.27% $0.06 -2.93%
Mitsubishi UFJ Asset Management Co.,Ltd 856.70K Mar 31, 2026 1.18% $0.31 -0.63%
Baillie Gifford & Co Limited. 852.36K Mar 31, 2026 1.17% $0.47 0.65%
JPMorgan Chase & Co 763.43K Mar 31, 2026 1.05% $0.03 14.37%
Citadel Advisors Llc 755.00K Mar 31, 2026 1.04% $0.07 51.95%
Northern Trust Corp 687.01K Mar 31, 2026 0.94% $0.05 -1.42%

Shares Statistics

Shares Outstanding: 72.73M
Shares Float: 68.94M
% Insiders: 358.80%
% Institutions: 9,391.00%
Short % Float: 2.78%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 2.22M 3.06% ▲ 0.30% Apr 30, 2026
2 Vanguard 500 Index Investor 1.90M 2.62% ▲ 1.85% Apr 30, 2026
3 Vanguard Mid Cap Index Institutional 1.51M 2.08% ▲ 0.23% Apr 30, 2026
4 iShares Core S&P 500 ETF 968.08K 1.33% ▲ 0.31% May 29, 2026
5 Fidelity 500 Index 941.56K 1.29% ▲ 0.35% Apr 30, 2026
6 Principal Aligned MidCap Equity 924.48K 1.27% ▼ 16.96% Mar 31, 2026
7 Baron Partners Retail 898.50K 1.23% ▲ 12.31% Mar 31, 2026
8 Baron Generational Growth Strategy 893.40K 1.23% ▼ 24.29% Mar 31, 2026
9 Baron Generational Growth Retail 893.40K 1.23% ▼ 24.29% Mar 31, 2026
10 State Street® SPDR® S&P 500® ETF 884.45K 1.21% ▲ 0.11% May 31, 2026

Valuation Metrics

Enterprise Value: $49.78B
Trailing P/E: 34.26
Forward P/E: 30.49

Financial Highlights

Market Cap: $43.57B
EBITDA: $1.90B
P/E Ratio: $34.26
PEG Ratio: $1.93
Book Value: $-38.05
Dividend/Share: $7.45
Dividend Yield: 1.25%
Earnings/Share: $17.49
Profit Margin: 40.74%
Operating Margin: 53.70%
ROA (TTM): 20.55%
ROE (TTM): 0.00%
Revenue (TTM): $3.24B
Revenue/Share (TTM): $42.95
Earnings Growth (YOY): 49.10%
Revenue Growth (YOY): 14.10%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

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

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

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