MSCI · MSCI Inc.

Track MSCI — free

$553.67 -1.71 (-0.31%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$40.38B

72.70M

Volume · Oct 8 50.15K Avg daily vol (3M) 620.96K

Up next

Next earnings call

Oct 20, 2026 Scheduled · in 2 wks

Latest filing: 10-Q

filed Jul 21, 2026

Q2 2026 earnings call transcript

call held Jul 21, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

$3.33B

Trailing 12 months

Net income (TTM)

$1.36B

Trailing 12 months

Revenue growth YoY

+12.2%

Year over year

Operating margin

55.7%

Trailing 12 months

P / E (TTM)

30.4

Trailing earnings · reciprocal yield 3.3%

FCF yield

4.0%

TTM · current market cap

Return on invested capital

—

Trailing 12 months

Net cash

—

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

-5.9%

Year over year · fewer shares

Price change (1Y)

-1.8%

Trailing year

Short interest

1.8%

Latest settlement · 2.8 days to cover

View all 115 metrics

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Buy Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Moderate

Market backdrop VIX 15.1 · calm Equity put/call 0.63

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg −3%

below

Price vs 50-day avg −1%

below

RSI (14) 51

neutral

MACD trend Positive

52-week position 33%

mid-range

Momentum

relative strength

Weak

1-month return 0%

trailing

6-month return −2%

trailing

YTD return −3%

this year

Relative strength −12%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $560 › 200d $573 — 200d above 50d

Institutional flow Distributing

12 of 1,088 funds reported for Sep 30 · net -708 sh shares · +1 new

Insider flow Accumulating

Net +$1.0M over 90 days · 0% sells

Short interest Rising

1.84% of float · ▲ +14.2% MoM · 2.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

1,088 holders — near 3-yr high, broad support

Squeeze score 52

elevated · 0–100

Fundamentals

Strong

Revenue growth +11%

Y/Y

EPS growth +12%

Y/Y

Free cash flow $1.5B

Valuation P/E 30.4

rich

Buyback $1.6B

remaining

Balance sheet $5.7B

net debt

Quant / Vol

risk profile

Moderate

Volatility 30%

annualized · 1-yr

Max drawdown −18%

past year

ATR 2.2%

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

what management promised — and delivered

Latest guidance · from the 8-K filed Jul 21, 2026

Operating Expense · Full-Year 2026 Initiated $1.54B – $1.58B

Adjusted EBITDA Expense · Full-Year 2026 Initiated $1.34B – $1.37B

Interest Expense (including amortization of financing fees) · Full-Year 2026 Initiated $282M – $286M

Effective Tax Rate · Full-Year 2026 Initiated 18% – 20%

Depreciation & Amortization Expense · Full-Year 2026 Initiated $195M – $205M

Capital Expenditures · Full-Year 2026 Initiated $160M – $170M

Free Cash Flow · Full-Year 2026 Initiated $1.49B – $1.55B

Net Cash Provided by Operating Activities · Full-Year 2026 Initiated $1.66B – $1.71B

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

0 · 5 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−3% Neutral

Price vs 50-day avg

−1% Neutral

RSI (14)

51 Neutral

MACD trend

Positive Bullish

52-week position

33% Neutral

Market signals — smart money & positioning

Mixed

Trend (MA cross) No cross

50d $560 › 200d $573 — 200d above 50d

Institutional flow Distributing

12 of 1,088 funds reported for Sep 30 · net -708 sh shares · +1 new

Insider flow Accumulating

Net +$1.0M over 90 days · 0% sells

Short interest Rising

1.84% of float · ▲ +14.2% MoM · 2.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

1,088 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $512 Now $555 · 33% Range high $644

vs 200-day avg -3% vs 50-day avg -1%

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 non-GAAP	$538.5M	the three months ended June 30, 2026 filing	—
Adjusted EBITDA expenses non-GAAP	$328.5M	the three months ended June 30, 2026 filing	—
Adjusted EBITDA margin % non-GAAP	62.1%	the three months ended June 30, 2026 filing	—
All Other - Private Assets Adjusted EBITDA non-GAAP	$17.1M	Three Months Ended June 30, 2026 filing	—
All Other - Private Assets Adjusted EBITDA expenses non-GAAP	$57.6M	Three Months Ended June 30, 2026 filing	—
All Other - Private Assets Adjusted EBITDA margin % non-GAAP	22.9%	Three Months Ended June 30, 2026 filing	—
All Other - Private Assets Retention Rate	93.8%	Three Months Ended June 30, 2026 filing	—
Analytics Adjusted EBITDA non-GAAP	$88M	Three Months Ended June 30, 2026 filing	—
Analytics Adjusted EBITDA expenses non-GAAP	$101.4M	Three Months Ended June 30, 2026 filing	—
Analytics Retention Rate	94.3%	Three Months Ended June 30, 2026 filing	—
AUM in ETFs linked to MSCI equity indexes	$2.82T	Three Months Ended June 30, 2026 filing	—
Consolidated Net new recurring subscription sales	$47.5M	Three Months Ended June 30, 2026 filing	—
Consolidated New recurring subscription sales	$76.6M	Three Months Ended June 30, 2026 filing	—
Consolidated Subscription cancellations	-$29.1M	Three Months Ended June 30, 2026 filing	—
Consolidated Total gross sales	$97.2M	Three Months Ended June 30, 2026 filing	—
Consolidated Total net sales	$68.1M	Three Months Ended June 30, 2026 filing	—
Index Adjusted EBITDA non-GAAP	$397.8M	Three Months Ended June 30, 2026 filing	—
Index Adjusted EBITDA expenses non-GAAP	$113.2M	Three Months Ended June 30, 2026 filing	—
Index Retention Rate	97.5%	Three Months Ended June 30, 2026 filing	—
Quarterly average AUM in ETFs linked to MSCI equity indexes	$2.71T	Three Months Ended June 30, 2026 filing	—
Sustainability and Climate Adjusted EBITDA non-GAAP	$35.6M	Three Months Ended June 30, 2026 filing	—
Sustainability and Climate Adjusted EBITDA expenses non-GAAP	$56.3M	Three Months Ended June 30, 2026 filing	—
Sustainability and Climate Adjusted EBITDA margin % non-GAAP	38.7%	Three Months Ended June 30, 2026 filing	—
Sustainability and Climate Retention Rate	92.3%	Three Months Ended June 30, 2026 filing	—
Total Retention Rate	95.3%	Three Months Ended June 30, 2026 filing	—

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

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
MSCI MSCI Inc. this stock	$40.38B	-3.2%	+10.7%	30.4	1.8%
SPGI S&P Global Inc.	$123.64B	—	+7.1%	26.4	2.1%
CME Cme Group Inc.	$94.80B	-1.0%	+6.4%	22.4	1.6%
ICE Intercontinental Exchange, Inc.	$85.66B	-5.8%	-2.1%	21.6	1.1%
MCO Moodys Corp /De/	$77.88B	-12.0%	+16.6%	28.5	1.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

1,088

% held: 93.1%
Reported: 12 of 1,088
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

882

View

Short & Settlement

Short Interest Rising

Shares short

1.3M

Days to cover: 2.8d
Change: +165.9K sh

View

Short Volume

Short vol %

26%

As of: Oct 7, 2026

Short Total

View

Fails to Deliver

FTD shares

138

Value: $76.5K
As of: Sep 10, 2026

View

Off-Exchange

Off-exchange %

45.9%

Week of: Aug 31, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net buying

Net (90d)

+$1.0M

Buyers / Sellers: 1 / 0

Buyers Sellers

View

Congressional Trades Buy

Member

Alan Armstrong

Amount: $1.0K–$15.0K
Traded: Mar 27, 2026

View

Financials

Revenue (FY)

$3.1B

Net income (FY): $1.2B
EPS diluted: $15.69

View

Buybacks

Authorized

$3.0B

Remaining: $1.6B

Spent Remaining

View

Filings

SEC Filings

Latest

8-K

Filed: Aug 7, 2026
This year: 12

View

Proposed Sales

Value

$272.1K

Shares: 450
Filed: Jun 10, 2026

View

Earnings & Events

Webcasts Upcoming

Next webcast

Oct 20, 2026

Last webcast: Jul 21, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
MSCI	+3.1%	+0.2%	-1.7%	+3.1%	-3.2%
SPY	+1.9%	+1.9%	+10.8%	+1.9%	+14.0%
vs SPY	+1.2%	-1.8%	-12.5%	+1.2%	-17.2%

Capital returns

Latest dividend

$2.05 / share · ex Aug 14, 2026

Raised 13.9%

Paid (TTM)

$7.95 / share · 4 payouts

Dividend yield (TTM, derived)

1.43%

Buyback program · as of Jun 30, 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) 29 filings 21 filers Visit website Investor relations

MSCI · MSCI Inc.

Price & Indicators

Up next

Metrics snapshot

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns