MSCI Gestion
Gestion contrôle des critères 2/4
Le PDG MSCI est Henry Fernandez, nommé en Jan1998, a un mandat de 28.33 ans. La rémunération annuelle totale est $ 33.32M, composée du salaire de 3% et des bonus 97%, y compris les actions et options de la société. détient directement 3% des actions de la société, d'une valeur de $ 1.29B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.9 ans et 6.3 ans.
Informations clés
Henry Fernandez
Directeur général
US$33.3m
Rémunération totale
| Pourcentage du salaire du PDG | 3.00% |
| Durée du mandat du directeur général | 28.3yrs |
| Propriété du PDG | 3.0% |
| Durée moyenne d'occupation des postes de direction | 3.9yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 6.3yrs |
Mises à jour récentes de la gestion
Recent updates
MSCI: Limited AI Risk And Sales Momentum Will Support Premium Multiple
MSCI's updated analyst price target framework now points to a fair value of about $684, up from roughly $672. Analysts tie the change to modestly higher margin expectations, a slightly higher discount rate, and lower assumed future P/E alongside reduced revenue growth assumptions, supported by a recent cluster of upward and a few downward price target revisions across major firms.MSCI: Record Sales And High Retention Prove This Compounder Is A Buy
Apr 21
MSCI 04-2026
MSCI is a Wide Moat compounding machine whose index benchmarks serve as the institutional standard for $16.5 trillion in global AUM, generating 75%+ recurring revenue at 93-95% retention rates and approximately 50% FCF margins. The investment thesis rests on three durable pillars: (1) permanent switching costs in the Index segment, where fund mandate rewrites, LP notifications, and derivative contract renegotiations make benchmark migration prohibitively costly for all but the most determined sponsors; (2) secular tailwinds from the continued growth of passive investing and the institutionalization of private markets, which expand MSCI's AUM-linked revenue with zero incremental cost; and (3) an emerging private assets franchise replicating the Index playbook in a $10 trillion+ private equity and credit market that currently lacks institutional-grade benchmarks.MSCI: Benchmark Data Strength And ETF Inflows Will Support Future Premium Multiple
MSCI's analyst price target edges lower by about $6 to reflect modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, as analysts balance earlier target increases from several firms with more recent cuts tied to updated views on the information services group. Analyst Commentary Recent research on MSCI shows a mix of confidence in the business model and caution around valuation, reflected in both target price increases and reductions over the past few months.MSCI: ETF Inflows And Benchmark Data Strength Will Sustain Future Premium Multiple
MSCI's updated analyst price target edges higher to $710, supported by analysts citing improving sales momentum, healthy ETF inflows and limited AI risk, while still viewing the current P/E as only marginally above the wider market. Analyst Commentary Recent research points to a generally constructive stance on MSCI, with several firms adjusting ratings and targets while highlighting both upside drivers and areas to watch.MSCI: Pricing Power And Data Assets Will Support Future Premium Multiple
The updated analyst price target for MSCI edges down by about $1 as analysts balance slightly softer fair value, revenue growth, and profit margin assumptions with ongoing support from recent target raises and constructive views on the company’s pricing power and data assets. Analyst Commentary Recent Street research on MSCI is broadly constructive, with several firms lifting price targets and one large bank reinstating coverage with a positive stance.MSCI: Pricing Power And ETF Inflows Will Support Future Premium Multiple
Narrative update on MSCI price targets Our fair value estimate for MSCI has inched higher by about $1 to $679.56, reflecting analysts' higher price targets and their view that the company still supports a premium P/E multiple, supported by resilient fee trends, healthy ETF inflows and strong pricing power. Analyst Commentary Recent Street research on MSCI centers on how much of a premium valuation is justified, given its fee model, pricing power and exposure to passive investing and ETFs. While most recent moves have been supportive of higher targets, views still hinge on the company continuing to execute against these advantages.MSCI: Pricing Power And ETF Inflows Will Support Premium Multiple
Analysts have lifted their price targets for MSCI, with our updated fair value estimate moving from US$659.40 to US$678.20 as they point to healthy ETF inflows, asset based fee support, and traits they say justify a premium P/E multiple. Analyst Commentary Recent Street research has clustered around upward price target revisions for MSCI, with several firms citing similar drivers for their updated views.MSCI: Pricing Power And Passive Tailwinds Will Sustain Premium Multiple
Narrative Update on MSCI The updated analyst price target for MSCI moves to about US$659 from roughly US$657, with analysts pointing to factors such as MSCI's pricing power, proprietary benchmarks, passive investing tailwinds and recent support from equity markets and ETF inflows as reasons for maintaining a premium valuation framework. Analyst Commentary Recent Street commentary around MSCI centers on whether its current share price still makes sense given the company’s pricing power, benchmark assets and exposure to passive investing trends.MSCI: High Recurring Revenue Will Support Premium Multiple Despite Sustainability Headwinds
Analysts have trimmed their fair value estimate for MSCI by a small amount to about US$657, reflecting slightly lower modeled revenue growth and P/E assumptions. They still acknowledge the company's high recurring revenue and margins, as well as the recent moderation in Sustainability product growth highlighted in recent research.MSCI: Recurring Revenue Will Sustain Premium Multiple Despite Sustainability Slowdown
Analysts have modestly reduced their MSCI price target by $0.00, citing the combination of still-strong recurring, high-margin revenue and a sustained premium multiple, tempered by a slowdown in Sustainability product growth and sector-wide concerns that they view as somewhat overdone. Analyst Commentary Recent Street commentary on MSCI highlights a balanced view, with recognition of the company’s high-quality fundamentals alongside emerging concerns around specific growth drivers and sector sentiment.MSCI: Recurring Revenue Strength Will Support Margin Stability And Buyback Upside
MSCI's analyst price target has been raised slightly, from $655.06 to $657.56. Analysts cite steady recurring revenue growth and healthy margins, despite some moderation in sustainability product momentum.MSCI: Recurring Revenue And Buybacks Will Drive Premium Performance Ahead
Analysts have reaffirmed their price target for MSCI at $655.06, citing strong recurring revenue and healthy margins. Recent updates reflect only minor changes to key financial assumptions and acknowledge a moderating revenue growth rate in certain segments.MSCI: Improved Margins And Share Buybacks Will Drive Stock Momentum
Analysts have raised their price target on MSCI from $627.81 to $655.06, reflecting improved profit margins and a premium valuation. This comes despite moderating revenue growth and a cautious outlook on Sustainability product momentum.MSCI Inc. (NYSE:MSCI) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
Oct 31
Global ETF Demand And ESG Mandates Will Reshape Asset Allocation
The analyst price target for MSCI has increased slightly by $4 to $627.81, as analysts cite ongoing growth in target markets and a favorable long-term outlook, despite recent margin and subscription growth concerns. Analyst Commentary Recent street research highlights a mix of optimism and concern among analysts following MSCI's latest earnings and developments.Global ETF Demand And ESG Mandates Will Reshape Asset Allocation
The analyst price target for MSCI has increased slightly to $623.81 from $619.07. Analysts cite continued growth potential and recent buy ratings despite moderate output from recent earnings and mixed sector sentiment.Earnings Not Telling The Story For MSCI Inc. (NYSE:MSCI)
Jun 25
MSCI: Fairly Priced, But Will Wait For A Better Entry Point
Apr 06MSCI Earnings: Solid 2024, But Investors May Reprice The Stock Lower Against Organic Growth
Jan 29Unlocking Value From MSCI, The Index Fund Powerhouse
Dec 25MSCI: Quality Business At A Decent Valuation
Dec 04MSCI: It'll Take A Little Longer For Fundamentals To Catch Up
Nov 10MSCI: Reiterate Buy Rating On Positive Demand Recovery Trend
Oct 30MSCI: Dividend Yield On Cost Might Surprise You
Oct 09MSCI: How 'The Customer Is Always Right' Leads To Shareholder Returns
Aug 21MSCI: Valuation Is Still Cheap And Business Growth Remains Robust
Jul 24Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$33m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$16m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$14m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$960m |
| Jun 30 2023 | n/a | n/a | US$917m |
| Mar 31 2023 | n/a | n/a | US$881m |
| Dec 31 2022 | US$13m | US$1m | US$871m |
| Sep 30 2022 | n/a | n/a | US$849m |
| Jun 30 2022 | n/a | n/a | US$803m |
| Mar 31 2022 | n/a | n/a | US$758m |
| Dec 31 2021 | US$10m | US$1m | US$726m |
| Sep 30 2021 | n/a | n/a | US$688m |
| Jun 30 2021 | n/a | n/a | US$701m |
| Mar 31 2021 | n/a | n/a | US$651m |
| Dec 31 2020 | US$10m | US$1m | US$602m |
| Sep 30 2020 | n/a | n/a | US$568m |
| Jun 30 2020 | n/a | n/a | US$523m |
| Mar 31 2020 | n/a | n/a | US$534m |
| Dec 31 2019 | US$9m | US$1m | US$564m |
Rémunération vs marché: La rémunération totale de Henry ($USD 33.32M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.60M ).
Rémunération et revenus: La rémunération de Henry a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Henry Fernandez (67 yo)
28.3yrs
Titularisation
US$33,320,590
Compensation
Mr. Henry A. Fernandez had been an Independent Director at Royalty Pharma plc since July 31, 2020 and was its Lead Independent Director since March 2021 until August 13, 2025. He has been the Chairman of t...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman | 28.3yrs | US$33.32m | 3% $ 1.3b | |
| Chief Financial Officer | 5.7yrs | US$4.43m | 0.025% $ 10.5m | |
| Chief Human Resources Officer | 12.1yrs | US$3.80m | 0.018% $ 7.7m | |
| Advisor | less than a year | US$9.85m | 0.39% $ 167.7m | |
| Head of Client Segments & Chief Product Officer | 10.5yrs | US$4.97m | 0.032% $ 13.9m | |
| COO & Head of Analytics | less than a year | pas de données | pas de données | |
| Global Controller & Chief Accounting Officer | 1.8yrs | pas de données | pas de données | |
| Head of Investor Relations & Treasurer | 3.9yrs | pas de données | pas de données | |
| General Counsel and Head of Corporate Affairs | 6.3yrs | US$2.66m | 0.019% $ 8.1m | |
| Chief Marketing & Communications Officer | 3.8yrs | pas de données | pas de données | |
| Managing Director | no data | pas de données | pas de données | |
| Head of Index | 2.5yrs | pas de données | pas de données |
3.9yrs
Durée moyenne de l'emploi
56yo
Âge moyen
Gestion expérimentée: L'équipe de direction de MSCI est considérée comme expérimentée (ancienneté moyenne 3.9 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman | 28.3yrs | US$33.32m | 3% $ 1.3b | |
| Lead Independent Director | 12.4yrs | US$372.61k | 0.031% $ 13.1m | |
| Independent Director | 6.3yrs | US$322.32k | 0.0048% $ 2.0m | |
| Independent Director | 9.2yrs | US$337.76k | 0.0076% $ 3.2m | |
| Independent Director | 1.8yrs | US$312.46k | 0.00039% $ 167.2k | |
| Independent Director | 19.3yrs | US$348.79k | 0.028% $ 11.9m | |
| Independent Director | 3.9yrs | US$330.85k | 0.0017% $ 737.3k | |
| Independent Director | 8.5yrs | US$342.76k | 0.0064% $ 2.8m | |
| Independent Director | 4.9yrs | US$319.39k | 0.00069% $ 295.8k | |
| Independent Director | 6.3yrs | US$337.76k | 0.0028% $ 1.2m | |
| Independent Director | 1.4yrs | US$312.85k | 0.00018% $ 77.2k |
6.3yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de MSCI sont considérés comme expérimentés (ancienneté moyenne 6.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/04 19:46 |
| Cours de l'action en fin de journée | 2026/05/01 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
MSCI Inc. est couverte par 29 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Manav Patnaik | Barclays |
| Arnaud Maurice Giblat | BNP Paribas |
| Gregory Simpson | BNP Paribas |