New Risk • Jul 17
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$2.8b). Share price has been volatile over the past 3 months (5.9% average weekly change). Significant insider selling over the past 3 months (€5.1m sold). Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €565, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Capital Markets industry in Italy. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €630 per share. Anuncio • Jun 25
MSCI Inc. (NYSE:MSCI) agreed to acquire First Street Technology, Inc. for a cash consideration of $120 million. MSCI Inc. (NYSE:MSCI) agreed to acquire First Street Technology, Inc. for a cash consideration of $120 million on June 24, 2026. A cash consideration of $120 million will be paid at closing with the potential for additional cash payments during the first two years following closing if certain revenue thresholds are achieved. Following closing, First Street's financial results will be reported within MSCI's Sustainability and Climate segment.
The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is July 1, 2026 to September 30, 2026. Anuncio • Jun 04
MSCI Inc. Announces the Appointment of Kashi Kakarla as Chief Technology Officer and Head of Product Engineering, Effective June 22, 2026 MSCI Inc. (MSCI) announced the appointment of Kashi Kakarla as Chief Technology Officer and Head of Product Engineering, effective June 22. He will report to Henry Fernandez, Chairman and Chief Executive Officer, and will serve on MSCI’s Management Committee. Kakarla joins from Intuit, where he spent 17 years building and transforming products and platforms serving millions of customers worldwide. Most recently, he led technology and engineering for the Intuit Small Business Platform. Previously, he helped transform QuickBooks into an AI-driven expert platform powered by agents and intelligence and led the development of new products for enterprise businesses and accounting firms. Earlier in his career, Kakarla held engineering leadership roles at SiRF, a pioneer in the commercialization of GPS technology, and Motorola. He has an undergraduate degree from the National Institute of Technology Karnataka, one of India’s most prestigious engineering institutions, and a master’s degree in computer science from the University of Adelaide in Australia. At MSCI, Kakarla will lead product technology and engineering across all product lines and client segments. A key priority will be leveraging AI to transform the way clients access and engage with MSCI’s content and expand the reach of the firm’s solutions to a broader audience of investment professionals. By embedding AI more deeply into the investment ecosystem as a strategic enabler, MSCI aims to help clients navigate complexity and uncertainty with greater speed, scale and foresight. Kakarla will also lead the establishment of a new MSCI office in Silicon Valley as an innovation and talent center driving the firm’s AI and technology transformation. Recent Insider Transactions • May 21
Chairman recently bought €1.9m worth of stock On the 15th of May, Henry Fernandez bought around 4k shares on-market at roughly €484 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Henry has been a buyer over the last 12 months, purchasing a net total of €16m worth in shares. Upcoming Dividend • May 07
Upcoming dividend of US$2.05 per share Eligible shareholders must have bought the stock before 14 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (5.3%). Declared Dividend • Apr 23
Dividend of US$2.05 announced Shareholders will receive a dividend of US$2.05. Ex-date: 14th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.1%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Anuncio • Apr 22
MSCI Inc. announces Quarterly dividend, payable on May 29, 2026 MSCI Inc. announced Quarterly dividend of USD 2.0500 per share payable on May 29, 2026, ex-date on May 15, 2026 and record date on May 15, 2026. Reported Earnings • Apr 21
First quarter 2026 earnings released: EPS: US$5.54 (vs US$3.72 in 1Q 2025) First quarter 2026 results: EPS: US$5.54 (up from US$3.72 in 1Q 2025). Revenue: US$850.8m (up 14% from 1Q 2025). Net income: US$406.0m (up 41% from 1Q 2025). Profit margin: 48% (up from 39% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 2.5% decline forecast for the Capital Markets industry in Italy. Anuncio • Apr 08
MSCI Inc. (NYSE:MSCI) acquired ApeVue Inc.. MSCI Inc. (NYSE:MSCI) acquired ApeVue Inc. on April 7, 2026.
MSCI Inc. (NYSE:MSCI) completed the acquisition ApeVue Inc. on April 7, 2026. Anuncio • Apr 02
MSCI Inc. Announces Resignation of C. Jack Read as Global Controller and Chief Accounting Officer, Effective August 9, 2026 On March 27, 2026, MSCI Inc. announced that C. Jack Read informed the company of his intention to resign from his position as Global Controller and Chief Accounting Officer to pursue another opportunity. He will continue to serve in his existing role and as the Company's principal accounting officer until August 9, 2026. Mr. Read’s decision to resign was not the result of any disagreement with the Company on any matter relating to its financial statements, internal control over financial reporting, operations, policies or practices. Anuncio • Mar 12
MSCI Inc., Annual General Meeting, Apr 21, 2026 MSCI Inc., Annual General Meeting, Apr 21, 2026. Location: ww.virtualshareholdermeeting.com/msci2026, United States Anuncio • Mar 04
MSCI Inc. (NYSE:MSCI) acquired Compass Financial Technologies SA. MSCI Inc. (NYSE:MSCI) acquired Compass Financial Technologies SA on March 3, 2026. The financial impact of the transaction is not expected to be material to MSCI.
MSCI Inc. (NYSE:MSCI) completed the acquisition of Compass Financial Technologies SA on March 3, 2026. Recent Insider Transactions • Feb 18
Chairman & CEO recently bought €3.0m worth of stock On the 17th of February, Henry Fernandez bought around 7k shares on-market at roughly €443 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €5.8m. Henry has been a buyer over the last 12 months, purchasing a net total of €17m worth in shares. Declared Dividend • Feb 01
Dividend of US$2.05 announced Shareholders will receive a dividend of US$2.05. Ex-date: 12th February 2026 Payment date: 27th February 2026 Dividend yield will be 1.0%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jan 29
Full year 2025 earnings released: EPS: US$15.72 (vs US$14.09 in FY 2024) Full year 2025 results: EPS: US$15.72 (up from US$14.09 in FY 2024). Revenue: US$3.13b (up 9.7% from FY 2024). Net income: US$1.20b (up 8.4% from FY 2024). Profit margin: 38% (in line with FY 2024). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.3% decline forecast for the Capital Markets industry in Italy. Anuncio • Jan 28
MSCI Inc. Declares Cash Dividend for First Quarter 2026, Payable on February 27, 2026 MSCI Inc. declared a cash dividend of $2.05 per share for first quarter 2026, payable on February 27, 2026 to shareholders of record as of the close of trading on February 13, 2026. Anuncio • Jan 06
MSCI Inc. to Report Q4, 2025 Results on Jan 28, 2026 MSCI Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 28, 2026 Recent Insider Transactions • Dec 11
Chairman & CEO recently bought €5.8m worth of stock On the 5th of December, Henry Fernandez bought around 13k shares on-market at roughly €461 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Henry has been a buyer over the last 12 months, purchasing a net total of €14m worth in shares. Anuncio • Dec 04
MSCI Launches Breakthrough Index Integrating Public Markets and Private Equity MSCI Inc. launched the MSCI All Country Public + Private Equity Index, an innovative daily index that combines public markets and a broad private equity view within a single, coherent framework. The launch marks a major shift in how investors can assess total equity exposures and measure performance across their portfolio. With private markets increasingly integrated into investment portfolios, private equity is becoming a core component of total portfolio allocation, contributing to diversification, long-term return potential and exposure to segments of the economy not captured by public markets. Reflecting the evolving structure of investor portfolios, this index sets a new standard for tracking global equity performance across public and private markets. The index combines the MSCI ACWI IMI, which represents the performance of the full opportunity set of publicly listed equities across developed and emerging markets and serves as the benchmark for approximately USD 5.6 trillion in assets under management1, and the new MSCI All Country Private Equity Index, a daily measure based on MSCI's proprietary dataset of LP-sourced cash flows and valuations from nearly 10,000 private equity funds. This integrated approach allows the index to reflect both the investable public equity universe and modelled private equity exposures in a consistent global equity framework. Powered by MSCI's combined index expertise and research and data capabilities, the MSCI All Country public + Private Equity Index methodology is designed to provide transparency and a consistent approach for index construction, maintenance and rebalancing aligned with MSCI's index design principles. The index, with a target allocation to private equity set to 15%, is calculated daily based on the drift weight and the daily performance of each component index. The index is reviewed and rebalanced quarterly to maintain consistency with the target allocation weights. In each review, the latest available component index data are incorporated, and the weighting factors are reset to the target allocation. Realancing is conducted in accordance with MSCI's index maintenance policies providing continuity and comparability over time. The launch reflects MSCI's broader commitment to equipping investors with tools, research and data required to support informed decision-making across their portfolios. As of June 30, 2025. Active institutional AUM includes separate/segregated AUM, pooled/commingled AUM and mutual fund institutional AUM. Active retail funds include open-ended funds, closed-ended funds and insurance product funds. AUM also includes indexed assets and the notional open interest in futures and options, based on internal MSCI data. For funds that did not report AUM as of June 30, 2025, prior period values were used as estimates. Anuncio • Nov 17
MSCI Inc. Announces Executive Changes On November 12, 2025, Mr. C.D. Baer Pettit notified MSCI Inc. (the Company") of his decision to retire from the Company. Accordingly, and in connection with his planned retirement and in order to facilitate a smooth and orderly transition of his responsibilities, Mr. Pettit ceased serving in his position as Chief Operating Officer of the Company, effective November 12, 2025, and will cease serving in his positions as President and as a member of the Board of Directors of the Company (the Board"), in each case effective March 1, 2026. The Company intends to enter into an advisory service arrangement with Mr. Pettit, pursuant to which, for the period from March 1, 2026 through a date in the third quarter of 2026, Mr. Pettit will provide certain advisory services to the Company to ensure a smooth and orderly transition of his responsibilities. In addition, in connection with Mr. Pettit's planned retirement, Mr. Henry A. Fernandez, the Company's Chief Executive Officer, will assume the role of the Company's President, effective March 1, 2026. There are no changes to Mr. Fernandez's compensation in connection with this designation. In connection with the foregoing, the Board has approved a reduction in the size of the Board from twelve to eleven directors, effective March 1, 2026. Mr. Pettit joined MSCI in 2000 and has served in numerous senior leadership roles, including heading Client Coverage, Marketing and Index. He was appointed COO in 2015 and President in 2017, overseeing all products and operations, and he joined the Board of Directors in 2023. Alvise Munari has been appointed Head of Client Segments, in addition to his role as Chief Product Officer. Mr. Munari has been with the company for 10 years and previously served as Chief Client Officer. In his new role he will drive expansion of the firm’s products for new use cases and client segments. Jorge Mina has been appointed Chief Operating Officer (COO), in addition to his role as Head of Analytics. As COO, he will lead the company’s integrated operations across all products and functional areas. Mr. Mina has been with the firm for over 25 years and has a deep understanding of MSCI’s operations, business processes, and technology stack. Reported Earnings • Oct 29
Third quarter 2025 earnings released: EPS: US$4.26 (vs US$3.58 in 3Q 2024) Third quarter 2025 results: EPS: US$4.26 (up from US$3.58 in 3Q 2024). Revenue: US$793.4m (up 9.5% from 3Q 2024). Net income: US$325.4m (up 16% from 3Q 2024). Profit margin: 41% (up from 39% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 2.4% decline forecast for the Capital Markets industry in Italy. Anuncio • Oct 07
MSCI Inc. Launches Global Classification Standards for Private Assets MSCI is addressing this challenge with the launch of MSCI PACS, a proprietary asset classification framework designed to bring order, comparability and consistency to private markets. Covering a wide array of private assets - including private companies, real estate and infrastructure - PACS provides granular classifications that can be used to benchmark, analyze and communicate portfolio strategies and performance effectively across the investment lifecycle. MSCI PACS is a global taxonomy created specifically for private assets. It builds on MSCI's decades of leadership in providing standards and tools, including the Global Industry Classification Standard (GICS)1, that are used to categorize and compare public companies around the world. Delivered as an AI-powered managed data service, PACS applies consistent sector tagging at scale, providing the private-markets industry a strong foundation for transparency and comparability. The launch of PACS reflects MSCI's broader commitment to equip private markets practitioners with the tools, research and data required to enhance transparency and support informed decision-making across their portfolios. Anuncio • Oct 03
MSCI Inc. to Report Q3, 2025 Results on Oct 28, 2025 MSCI Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025 Anuncio • Sep 03
MSCI Inc Launches Private Credit Factor Model to Bring Transparency to Rapidly Growing Asset Class MSCI Inc. launched a Private Credit Factor Model to help investors overcome the lack of transparency in the asset class and better assess the long-term risks it presents in their overall portfolios. As investors continue to increase their allocations to the private credit market, they face a critical challenge: A lack of data and insights into their investments can obscure their view of risks of private investments within the context of their total portfolio. Over the past decade the explosive growth in private credit, driven by investors' search for yield and structural shifts in capital markets, has outpaced the tools needed to manage it. And institutional investors such as pension funds are being asked by plan participants, boards and other stakeholders to shed light on these often-opaque assets. Designed to address these challenges, the Private Credit Factor Model integrates private credit into the systemic, factor-based framework that forms the basis of modern portfolio management. Powered by MSCI's analytics and cross-asset modeling capabilities, the model offers institutional investors a consistent, integrated view of risk across public and private markets. These insights draw on MSCI's Private Assets Universe data - one of the most extensive and highest quality sets of cashflow and valuations data in the private markets industry. Available through MSCI's Analytics platform, the model enables risk teams to: Decompose risk across private credit strategies, including corporate lending and asset-backed debt, using region- and strategy-specific factors that capture market, structural, and idiosyncratic drivers of risk. Assess how private credit exposures respond to macroeconomic shocks and shifting credit conditions -- and understand their impact on total portfolio risk through scenario analysis and stress testing. Model private credit exposures despite limited data availability, using MSCI's proprietary estimation and mapping techniques to address illiquidity, lagged valuations and sparse pricing. Integrate private credit into total portfolio risk reporting to support investment decisions, board level insights, risk budgeting and strategic asset allocation. Powered by data from over 1,500 private capital funds, the Private Credit Factor Model leverages the MSCI Private Capital Solutions taxonomy, providing detailed classification across region, strategy, and capital structure. This unique foundation of data gives investors a first-of-its-kind lens into the structural and behavioral traits of private credit. By uncovering both systemic and idiosyncratic risks, the model enhances portfolio construction and sharpens stress testing, bringing private credit in line with the standards applied to public markets. The model is part of MSCI's expanding suite of private credit analytics, which are designed to help investors measure, manage and benchmark the asset class's risk. The Private Credit Factor Model compliments the MSCI | Moody's Private Credit Risk Assessment tool, which focuses on default and loss probabilities and provides investors with a view on private credit's long-term volatility and correlation with other asset classes. The addition of the private credit factor model underscores commitment to evolving with client needs and enabling a holistic understanding of risk in today's multi-asset world. The launch of the Private Credit Factor Model also represents the latest enhancement to MSCI's multi-asset class analytics suite, which is available through MSCI Barra One. Upcoming Dividend • Aug 07
Upcoming dividend of US$1.80 per share Eligible shareholders must have bought the stock before 14 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (5.6%). Anuncio • Aug 05
MSCI Inc. Advances Private Markets Strategy with New Solutions Built for General Partners MSCI Inc. has launched two new data and analytics solutions, Private Asset and Deal Metrics and Real Capital Analytics (RCA) Funds, designed to provide General Partners (GPs) with deeper insights and enhanced investor engagement capabilities, enabling them to develop more effective strategies for capital formation and deployment across private asset and commercial real estate markets. Private Asset and Deal Metrics is built on private company and deal-level data from more than 26,000 private equity buyout deals representing $2 trillion in net asset value1. The solution enables GPs to benchmark performance, validate investment themes and engage Limited Partners (LPs) with greater confidence. RCA Funds delivers global intelligence on institutional real estate funds. It draws on commercial real estate profiles of over 1,600 GPs and 800 LPs and data on more than 8,000 real-estate funds2. The solution supports GPs' fundraising by providing deep insights into LP investment criteria and also helps them strengthen investor relationships through transparent fund performance for better reporting. In the recent MSCI General Partner Survey, more than half of respondents said that they face difficulties finding attractive deals, while one third identified fundraising and capital flows as their top challenges. As GPs navigate this complex and increasingly competitive environment, these new solutions are designed to address critical gaps in data transparency, benchmarking and decision-making capabilities across the full capital investment lifecycle. While MSCI continues to introduce innovative and tech-enabled solutions that serve the needs of all types of private market practitioners, these launches build on the firm's ongoing commitment to supporting the GP community. These new solutions expand MSCI's dedicated suite of products aimed at GPs, including Private Capital Intel, which allows clients to benchmark performance against one of the largest pools of private capital data with extensive coverage of historical profiles sourced directly from LPs, and the recent partnership with Intapp to deliver enhanced private capital market intelligence. Recent Insider Transactions • Jul 29
Chairman & CEO recently bought €5.7m worth of stock On the 25th of July, Henry Fernandez bought around 12k shares on-market at roughly €463 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Henry has been a buyer over the last 12 months, purchasing a net total of €10m worth in shares. Reported Earnings • Jul 22
Second quarter 2025 earnings released: EPS: US$3.92 (vs US$3.37 in 2Q 2024) Second quarter 2025 results: EPS: US$3.92 (up from US$3.37 in 2Q 2024). Revenue: US$772.7m (up 9.1% from 2Q 2024). Net income: US$303.7m (up 14% from 2Q 2024). Profit margin: 39% (up from 38% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.2% decline forecast for the Capital Markets industry in Italy. Anuncio • Jul 22
MSCI Inc. Declares Dividend for Third Quarter of 2025, Payable on August 29, 2025 On July 21, 2025, the Board of Directors of MSCI Inc. declared a cash dividend of $1.80 per share for third quarter of 2025, payable on August 29, 2025 to shareholders of record as of the close of trading on August 15, 2025. Anuncio • Jul 02
MSCI Inc. to Report Q2, 2025 Results on Jul 22, 2025 MSCI Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 22, 2025 Anuncio • Jun 30
MSCI Inc.(NYSE:MSCI) dropped from Russell 1000 Dynamic Index MSCI Inc.(NYSE:MSCI) dropped from Russell 1000 Dynamic Index