MSCI · MSCI Inc.
$565.27
+2.50 (+0.44%)
At close · Aug 19
Market Cap
$40.03B
Shares
72.70M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$565.27
Open$561.75
Day$560.43–575.66
52W close$511.84–643.83
Avg vol 30d740K
Short int1.2M · 1.6% float · 1.3d
Short vol36%
Last earningsJan 26, 2027
DataJan 2020–Aug 2026
Filing10-Q · Jul 21
Up next
Next earnings call
Oct 20, 2026
Scheduled
· in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Jul 21, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Buy
Momentum
Weak
Sentiment
Bullish
Fundamentals
Strong
Quant / Vol
Moderate
Market backdrop
VIX 14.9 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−1%
below
Price vs 50-day avg
−3%
below
RSI (14)
46
neutral
MACD trend
Positive
52-week position
40%
mid-range
Momentum
relative strength
1-month return
−1%
trailing
6-month return
−1%
trailing
YTD return
−1%
this year
Relative strength
−13%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $584 › 200d $574 — 50d above 200d
Institutional flow
Accumulating
+1% holders QoQ · +122 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.63% of float · ▼ -4.7% MoM · 1.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
1,075 holders — near 3-yr high, broad support
Squeeze score
48
elevated · 0–100
Fundamentals
Revenue growth
+11%
Y/Y
EPS growth
+12%
Y/Y
Free cash flow
$1.5B
Valuation
P/E 30.1
rich
Buyback
$1.6B
remaining
Balance sheet
$5.7B
net debt
Quant / Vol
risk profile
Volatility
30%
annualized · 1-yr
Max drawdown
−18%
past year
ATR
2.8%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Jul 21, 2026
Operating Expense
· Full-Year 2026
$1.54B – $1.58B
Adjusted EBITDA Expense
· Full-Year 2026
Non-GAAP
$1.34B – $1.37B
Interest Expense (including amortization of financing fees)
· Full-Year 2026
$282M – $286M
Depreciation & Amortization Expense
· Full-Year 2026
$195M – $205M
Effective Tax Rate
· Full-Year 2026
18% – 20%
Free Cash Flow
· Full-Year 2026
Non-GAAP
$1.49B – $1.55B
Capital Expenditures
· Full-Year 2026
$160M – $170M
Net Cash Provided by Operating Activities
· Full-Year 2026
$1.66B – $1.71B
Prior guidance
period ended
· from the Earnings Call filed Mar 31, 2026
Analytics year-over-year revenue growth
· Q2 2026
5%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−1%
Neutral
Price vs 50-day avg
−3%
Neutral
RSI (14)
46
Neutral
MACD trend
Positive
Bullish
52-week position
40%
Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross)
No cross
50d $584 › 200d $574 — 50d above 200d
Institutional flow
Accumulating
+1% holders QoQ · +122 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.63% of float · ▼ -4.7% MoM · 1.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
1,075 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $512
Now $565 · 40%
Range high $644
vs 200-day avg -1%
vs 50-day avg -3%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA margin non-GAAP | 62.1% | Q2 2026 | — |
|
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| Adjusted EPS non-GAAP | $4.94 | Q2 2026 | — |
| All Other - Private Assets adjusted EBITDA non-GAAP | 30.8M | Six Months Ended June 30, 2026 | — |
| All Other – Private Assets Run Rate | $302.6M | as of June 30, 2026 | — |
| Analytics adjusted EBITDA non-GAAP | 170.8M | Six Months Ended June 30, 2026 | — |
| Analytics Run Rate | $773.3M | as of June 30, 2026 | — |
| Consolidated adjusted EBITDA non-GAAP | 1.04B | Six Months Ended June 30, 2026 | — |
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| Free cash flow non-GAAP | 604.4M | Six Months Ended June 30, 2026 | — |
| Headcount | 6,327 | as of June 30, 2026 | — |
| Index adjusted EBITDA non-GAAP | 773M | Six Months Ended June 30, 2026 | — |
| New recurring subscription sales | $67.2M | Six Months Ended June 30, 2026 | — |
| Organic recurring subscription Run Rate growth | 8.1% | Q2 2026 | — |
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| Period Average AUM in ETFs linked to MSCI equity indexes | 2.71T | Three Months Ended June 30, 2026 | — |
| Period-End AUM in ETFs linked to MSCI equity indexes | 2.82T | As of June 30, 2026 | — |
| Retention Rate | 95.3% | Q2 2026 | — |
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| Shares repurchased | 264,043 | Q2 2026 and through July 20, 2026 | — |
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| Sustainability and Climate adjusted EBITDA non-GAAP | 68.6M | Six Months Ended June 30, 2026 | — |
| Sustainability and Climate Retention Rate | 92.6% | Six Months Ended June 30, 2026 | — |
| Sustainability and Climate Run Rate | $376.8M | as of June 30, 2026 | — |
| Total gross sales | $98.8M | Six Months Ended June 30, 2026 | — |
| Total Run Rate | $3.48B | as of June 30, 2026 | — |
| Asset-based fees growth | 26.6% | first quarter 2026 | — |
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| Organic operating revenue growth | 13.3% | first quarter 2026 | — |
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| Recurring subscription revenues growth | 8.6% | first quarter 2026 | — |
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| Adjusted EPS growth non-GAAP | 11.5% | fourth quarter 2025 | — |
| Analytics Run Rate growth | 8.4% | fourth quarter 2025 | — |
| Index Run Rate | 1.9B | fourth quarter 2025 | — |
| Index Run Rate growth | 16.2% | fourth quarter 2025 | — |
| New recurring subscription sales growth | 11.7% | fourth quarter 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Financial Data & Stock Exchanges — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MSCI
this stock
MSCI Inc.
|
$40.03B | -1.5% | +10.7% | 30.1 | 1.6% |
|
SPGI
S&P Global Inc.
|
$124.70B | — | +7.1% | 26.7 | 2.8% |
|
CME
Cme Group Inc.
|
$97.33B | -2.2% | +6.4% | 23.0 | 1.7% |
|
ICE
Intercontinental Exchange, Inc.
|
$88.27B | -2.9% | -2.1% | 22.2 | 1.4% |
|
MCO
Moodys Corp /De/
|
$86.09B | -2.7% | +16.6% | 30.3 | 1.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MSCI | +0.4% | -1.0% | -1.3% | -1.2% | -1.5% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +0.8% | -3.9% | -12.9% | -4.2% | -14.3% |
Capital returns
Latest dividend
$2.05
/ share · ex Aug 14, 2026
Paid (TTM)
$7.95
/ share · 4 payouts
Dividend yield (TTM, derived)
1.41%
Buyback program
· as of Jul 20, 2026
Authorized
$3.00B
Spent (derived)
$1.40B
Remaining
$1.60B
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1408198
CUSIP
55354G100
13F (30d)
971 filings
921 filers
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