MSCI（MSCI）株式概要MSCI Inc.は、その子会社とともに、高度なテクノロジーに支えられたリサーチベースのデータ、アナリティクス、インデックスを世界中に提供しています。 詳細MSCI ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績4/6財務の健全性2/6配当金5/6報酬当社が推定した公正価値より16.1%で取引されている 収益は年間9.71%増加すると予測されています 過去5年間の収益は年間13.1%増加しました。 1.46%の安定した配当金を支払う アナリストらは、株価が22.9%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている すべてのリスクチェックを見るMSCI Community Fair Values Create NarrativeSee what 140 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN20.1% undervaluedAnalystConsensusTarget•24d agoMSCI: Improved Margins And Share Buybacks Will Drive Stock Momentum524059Top Community NarrativesES35.2% overvaluedEsteban•25d agoMSCI 04-20267707JO26.2% undervaluedJobeda•1d agoMSCI's Impressive 7.99% Revenue Growth and the Path to Future Gains1804Top Community NarrativesES35.2% overvaluedEsteban•25d agoMSCI 04-20267707JO26.2% undervaluedJobeda•1d agoMSCI's Impressive 7.99% Revenue Growth and the Path to Future Gains1804Top Analyst NarrativesMSCIANAnalystConsensusTargetBased on Analyst Price TargetsMSCI: Improved Margins And Share Buybacks Will Drive Stock MomentumMSCI sits behind many of the indexes and tools investors use every day, and it’s benefiting as more money moves into index funds and as demand grows for climate and sustainability data. The catch is that slower growth from some big clients, pricing pressure, and tougher competition could limit how much the business can keep expanding.View narrativeUS$704.59FV20.1% 割安 内在価値ディスカウント9.39%Revenue growth p.a.Set Fair ValueView524users have viewed this narrative0users have liked this narrative0users have commented on this narrative59users have followed this narrative24 days ago author updated this narrativeView all narrativesMSCI Inc. 競合他社Cboe Global MarketsSymbol: BATS:CBOEMarket cap: US$29.5bNasdaqSymbol: NasdaqGS:NDAQMarket cap: US$53.1bIntercontinental ExchangeSymbol: NYSE:ICEMarket cap: US$84.9bMoody'sSymbol: NYSE:MCOMarket cap: US$82.5b価格と性能株価の高値、安値、推移の概要MSCI過去の株価現在の株価US$563.0152週高値US$644.7752週安値US$501.08ベータ1.221ヶ月の変化-9.23%3ヶ月変化-1.17%1年変化-0.78%3年間の変化6.30%5年間の変化-7.74%IPOからの変化2,154.75%最新ニュース新しいナラティブ • Aug 12MSCI's Impressive 7.99% Revenue Growth and the Path to Future GainsWhy I own MSCI 1. Exceptional business model MSCI sells indexes, data, analytics and investment tools to asset managers, institutional investors, banks, insurers and other financial institutions.お知らせ • Aug 09MSCI Inc. Announces Management Changes, Effective August 10, 2026MSCI Inc. announced that, the Board of Directors of the Company appointed Andrew C. Wiechmann, the Company’s Chief Financial Officer, to serve as the Company’s principal accounting officer on an interim basis, effective August 10, 2026, until a successor is designated. Mr. Wiechmann will continue to serve as the Company’s Chief Financial Officer and principal financial officer. Also effective August 10, 2026, Kristine Johnson was appointed to serve as the Company’s interim Global Controller, reporting to Mr. Wiechmann. Ms. Johnson has served as the Company’s Commercial Controller and Head of Revenue Operations since April 2025 and previously served as the Company’s Head of External Reporting from August 2022 to April 2025.Upcoming Dividend • Aug 07Upcoming dividend of US$2.05 per shareEligible shareholders must have bought the stock before 14 August 2026. Payment date: 28 August 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.0%). Lower than average of industry peers (2.0%).ライブニュース • Aug 04MSCI Completes First Street Acquisition to Expand Climate Risk Analytics CoverageMSCI has completed its acquisition of First Street, a provider of physics-based climate risk data covering more than 2.4 billion structures worldwide, following the original announcement on 24 June 2026. The deal expands MSCI’s physical climate risk analytics, which the company plans to use to help clients understand changing risk exposures and feed that data into financial decision making. MSCI shares trade at US$574.43, with the stock up 1.6% year to date. Bringing First Street into MSCI’s platform could deepen the climate risk detail available to asset managers, insurers and lenders that rely on MSCI data for portfolio analysis. The main investor angle is whether MSCI can integrate these capabilities cleanly into existing products and pricing, since that would influence how much additional value clients see in its climate and risk offerings.お知らせ • Aug 03MSCI Inc. (NYSE:MSCI) acquired First Street Technology, Inc.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 transaction is expected to close in the third quarter of 2026. Kevin Cooper, Roy Moran, Christopher Andrews, Megan Browdie, Sharon Connaughton, Stephanie Gentile, Todd Gluth, Claire Goldhawk, Kristen Mathews, Carly Mitchell, Gregg Rader of Tom Connors, Cooley LLP acted as a Legal advisor for First Street Technology, Inc. MSCI Inc. (NYSE:MSCI) completed the acquisition of First Street Technology, Inc. on August 3, 2026.Declared Dividend • Jul 23Second quarter dividend of US$2.05 announcedShareholders will receive a dividend of US$2.05. Ex-date: 14th August 2026 Payment date: 28th August 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% 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 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updates新しいナラティブ • Aug 12MSCI's Impressive 7.99% Revenue Growth and the Path to Future GainsWhy I own MSCI 1. Exceptional business model MSCI sells indexes, data, analytics and investment tools to asset managers, institutional investors, banks, insurers and other financial institutions.お知らせ • Aug 09MSCI Inc. Announces Management Changes, Effective August 10, 2026MSCI Inc. announced that, the Board of Directors of the Company appointed Andrew C. Wiechmann, the Company’s Chief Financial Officer, to serve as the Company’s principal accounting officer on an interim basis, effective August 10, 2026, until a successor is designated. Mr. Wiechmann will continue to serve as the Company’s Chief Financial Officer and principal financial officer. Also effective August 10, 2026, Kristine Johnson was appointed to serve as the Company’s interim Global Controller, reporting to Mr. Wiechmann. Ms. Johnson has served as the Company’s Commercial Controller and Head of Revenue Operations since April 2025 and previously served as the Company’s Head of External Reporting from August 2022 to April 2025.Upcoming Dividend • Aug 07Upcoming dividend of US$2.05 per shareEligible shareholders must have bought the stock before 14 August 2026. Payment date: 28 August 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.0%). Lower than average of industry peers (2.0%).ライブニュース • Aug 04MSCI Completes First Street Acquisition to Expand Climate Risk Analytics CoverageMSCI has completed its acquisition of First Street, a provider of physics-based climate risk data covering more than 2.4 billion structures worldwide, following the original announcement on 24 June 2026. The deal expands MSCI’s physical climate risk analytics, which the company plans to use to help clients understand changing risk exposures and feed that data into financial decision making. MSCI shares trade at US$574.43, with the stock up 1.6% year to date. Bringing First Street into MSCI’s platform could deepen the climate risk detail available to asset managers, insurers and lenders that rely on MSCI data for portfolio analysis. The main investor angle is whether MSCI can integrate these capabilities cleanly into existing products and pricing, since that would influence how much additional value clients see in its climate and risk offerings.お知らせ • Aug 03MSCI Inc. (NYSE:MSCI) acquired First Street Technology, Inc.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 transaction is expected to close in the third quarter of 2026. Kevin Cooper, Roy Moran, Christopher Andrews, Megan Browdie, Sharon Connaughton, Stephanie Gentile, Todd Gluth, Claire Goldhawk, Kristen Mathews, Carly Mitchell, Gregg Rader of Tom Connors, Cooley LLP acted as a Legal advisor for First Street Technology, Inc. MSCI Inc. (NYSE:MSCI) completed the acquisition of First Street Technology, Inc. on August 3, 2026.Declared Dividend • Jul 23Second quarter dividend of US$2.05 announcedShareholders will receive a dividend of US$2.05. Ex-date: 14th August 2026 Payment date: 28th August 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% 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 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 22Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: US$4.70 (up from US$3.92 in 2Q 2025). Revenue: US$867.0m (up 12% from 2Q 2025). Net income: US$342.0m (up 13% from 2Q 2025). Profit margin: 39% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 22MSCI Inc. announces Quarterly dividend, payable on August 28, 2026MSCI Inc. announced Quarterly dividend of USD 2.0500 per share payable on August 28, 2026, ex-date on August 14, 2026 and record date on August 14, 2026.ナラティブ更新 • Jul 20MSCI: Proprietary Data And AI Will Support Recurring Revenue PremiumThe analyst price target for MSCI has been raised by about $14 to reflect a slightly higher modeled fair value, supported by research that highlights recurring revenue visibility, data driven growth opportunities, and what analysts describe as limited AI disruption risk. Analyst Commentary Recent research on MSCI shows a cluster of price target increases and rating upgrades, with most coverage pointing to resilient revenue visibility, data centric growth drivers, and limited perceived risk from AI disruption.Seeking Alpha • Jul 18MSCI: The Index Ecosystem Can Keep CompoundingSummary I rate MSCI Inc. a Buy, as its entrenched index ecosystem creates high switching costs and supports recurring revenue growth. MSCI’s core index business demonstrates strong retention (96.9%), a high EBITDA margin (75.6%), and dual growth levers from subscriptions and asset-based fees. AI integration enhances MSCI’s value proposition, leveraging trusted data and client workflows, while private assets offer additional upside despite current margin pressure. My FY2028 EPS estimate is ~$25.60, supporting a potential share price of $725–$875 if recurring growth and AI monetization materialize. Read the full article on Seeking Alphaライブニュース • Jul 17MSCI to Update Index Rules for Extreme Price Moves in August 2026 ReviewMSCI has updated its index methodology for stocks with extreme price increases, with new Extreme Price Increase (EPI) rules to apply from the August 2026 index review, affecting eligibility for the MSCI Global Standard Index based on each stock’s Foreign Inclusion Factor (FIF). Under the revised framework, stocks flagged as EPI with an FIF of 0.75 or higher will be exempt from EPI screening and remain eligible for the MSCI Global Standard Index, while those below 0.75 may be removed and reconsidered at the next review. MSCI shares trade at about US$628.66, with the stock up 11.2% year to date. The rule change refines how MSCI handles sharp price moves and free float, which can influence index composition, fund tracking, and liquidity for affected stocks. As a result, index users may need to revisit how these thresholds feed into their benchmark and product design.ライブニュース • Jul 11MSCI Teams With UBS to Develop AI Platform for Private Markets InvestorsMSCI and UBS have entered a strategic partnership to expand MSCI’s AI-powered private markets platform, with UBS acting as an early adopter and contributing its alternatives expertise to improve data integration, transparency and workflow tools for institutional investors. The upgraded platform is intended to bring together fund discovery, portfolio management, analytics, benchmarking, research and due diligence in one place, aiming to address fragmented data and support more standardized practices in private markets investing. MSCI’s share price is US$604.71, with the stock up 12.7% over the past 90 days. By tying UBS directly into product development, MSCI is seeking to align its private markets tools with the needs of a major institutional user base. This relationship may influence how quickly the platform gains traction and how central it becomes in private markets workflows.ライブニュース • Jul 09Petra Funds Group Brings MSCI ESG Data to Private Markets With PeerView LaunchPetra Funds Group launched PeerView, a new ESG benchmarking tool for private markets that will use MSCI’s sustainability and climate datasets, aiming to align mid‑market private managers’ reporting with the ESG data used by their limited partners. The arrangement broadens access to MSCI data in private markets, targeting better transparency, comparability and credibility in ESG reporting, which may help the company deepen ties with private equity and private credit clients that face rising reporting demands. MSCI shares trade at US$604.23, with the stock up 10.7% over the past 90 days. Extra distribution of MSCI’s datasets into private markets through PeerView could strengthen the relevance of its ESG tools as LPs push managers for consistent and comparable reporting.ライブニュース • Jul 05MSCI Appoints Kashi Kakarla as CTO to Lead AI Efforts and Silicon Valley ExpansionMSCI has appointed Kashi Kakarla as Chief Technology Officer and Head of Product Engineering, effective 22 June 2026, with a mandate to use AI to reshape how clients access and engage with MSCI content and to open a new Silicon Valley office as an innovation and talent hub. The company is framing this C-suite change as part of a wider technology transformation, with a focus on expanding MSCI solutions to a broader set of investment professionals through AI-driven delivery and product engineering. MSCI shares trade at US$603.11, with the stock up 6.7% year to date, providing a context for this leadership change within a period of modest positive performance. A dedicated Silicon Valley base and a CTO tasked explicitly with AI and product engineering indicate that MSCI is tying its future product roadmap closely to technology execution, which places execution risk and talent recruitment in clear focus for shareholders.ライブニュース • Jun 30MSCI Agrees to Acquire First Street in Major Climate Risk Data ExpansionMSCI agreed to acquire First Street, a provider of physics-based climate risk data for properties worldwide, with the deal expected to close in Q3 2026 subject to regulatory approval. After closing, First Street will sit within MSCI’s sustainability and climate business segment. The acquisition is intended to integrate First Street’s geospatial climate tools into MSCI’s climate and sustainability solutions, enabling quantified assessments of financially relevant physical climate risks across more than 2 billion structures to support investment decisions, regulatory needs and climate reporting. MSCI shares trade at about $558.00, with the stock down 11.6% over the past 30 days. This deal pushes MSCI further into climate-focused analytics at a time when regulators and clients are asking for more granular physical risk data. The key question for investors is whether the combined platform can translate that data advantage into durable demand and pricing power over time.お知らせ • Jun 25MSCI 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.ライブニュース • Jun 23MSCI Review of Indonesia Risks $13 Billion in Market OutflowsMSCI is assessing whether Indonesia will retain its emerging market status or be downgraded to frontier market status in its Global Market Accessibility Review on June 18 and Annual Market Classification Review on June 23. Up to $13 billion of capital outflows may be at stake if index-linked funds and other investors reduce exposure. The review follows MSCI’s decision to mark Indonesia’s information flow criterion as negative, citing limited disclosure of shareholding structures and signs of coordinated trading that could hinder proper price formation and confidence in the market. MSCI’s own stock trades at about $580.85, with the share price down 5.0% over the past week, as the market weighs index-related risks and broader sentiment toward emerging markets. For MSCI investors, the key issue is reputational and product-related. Any downgrade of Indonesia could reinforce the importance of MSCI’s governance standards while simultaneously testing client demand in affected indices and related data products.ナラティブ更新 • Jun 22MSCI: Proprietary Data And AI Tailwinds Will Support Future Premium MultipleMSCI's analyst price target has been nudged higher to $690 from $688.56, as analysts highlight the value of its proprietary data sets in an AI driven market and make modest adjustments to assumptions around growth, margins and future P/E multiples. Analyst Commentary Recent research on MSCI centers on how artificial intelligence is changing the economics of data and analytics, and what that might mean for the stock's valuation and execution risk.分析記事 • Jun 17MSCI (MSCI) Stock Could Be 127.8% Overvalued Despite Recent Share Price MomentumRecent MSCI stock performance at a glance MSCI (MSCI) has attracted investor attention after a recent month where the stock returned 8.3%, contributing to a past 3 months return of 9.2% and a 1 year total return of 12.4%. See our latest analysis for MSCI. Against this backdrop, MSCI's recent 1 month share price return of 8.3% and 3 month share price return of 9.2% sit alongside a 1 year total shareholder return of 12.4%. This suggests momentum has been gradually building from a longer term...ライブニュース • Jun 10MSCI Delivers 14.1% Q1 Revenue Growth and Eyes Expanding Private Market Data OpportunityMSCI reported Q1 2026 revenue of $850.8 million, up 14.1% year over year and slightly ahead of analyst expectations, supported by record asset-based-fee run rates and strong recurring subscription activity in its Index and Analytics segments. Management reaffirmed its 2026 free cash flow guidance, highlighting operating leverage and recurring revenue as key supports for the business model. UBS highlighted MSCI, alongside Morningstar and S&P Global, as well positioned to serve a private market data total addressable market that it expects could more than double by 2030 to $25 billion to $35 billion, driven by private fund assets that are projected to exceed $30 trillion in the next five years. Taken together, the Q1 results and UBS commentary indicate that MSCI could benefit from both its existing index and analytics franchises and a growing opportunity in private market data. Investors may want to watch how quickly MSCI can scale offerings in private markets and how customer concentration and broad market downturns could affect fee-based revenues.ナラティブ更新 • Jun 05MSCI: Proprietary Data And Index Momentum Will Support Future Premium MultipleThe analyst price target for MSCI is raised by $5 to $688.56, as analysts highlight growing demand for proprietary data, ongoing index momentum, and what they see as relatively limited AI disruption risk, which they believe supports slightly higher growth and profitability assumptions. Analyst Commentary Recent research points to a cluster of bullish views on MSCI, with multiple firms lifting ratings or targets and emphasizing the value of the company’s proprietary data, index franchise, and perceived resilience to AI related disruption.お知らせ • Jun 04MSCI Inc. Announces the Appointment of Kashi Kakarla as Chief Technology Officer and Head of Product Engineering, Effective June 22, 2026MSCI 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.ライブニュース • May 23MSCI Stock Climbs After Strong Q1 FY2026 Results and Analyst Price Target BoostsMSCI reported stronger-than-expected Q1 FY2026 results, with adjusted EPS above analyst estimates and solid performance across its Index, Analytics and asset-based fee businesses. The stock moved higher following the earnings release, with analysts maintaining a "Moderate Buy" consensus rating and several firms raising price targets, including UBS lifting its target from US$710 to US$720. MSCI published its first "State of Private Markets 2026" report, highlighting rising transparency demands, stresses in private credit, longer exit timelines for private equity and growing use of evergreen and semi-liquid private credit funds. The combination of better-than-expected earnings and continued analyst support points to confidence in MSCI’s current business mix. The private markets report also reinforces its role as a data and research provider across public and private assets. Investors may want to watch how MSCI’s insights on private market stresses translate into product demand and risk for its clients, especially as retail participation grows in semi-liquid private credit funds facing emerging liquidity pressures.Recent Insider Transactions • May 21Chairman recently bought US$2.2m worth of stockOn the 15th of May, Henry Fernandez bought around 4k shares on-market at roughly US$562 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 US$19m worth in shares.New Risk • May 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$5.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$2.8b). Significant insider selling over the past 3 months (US$5.9m sold).Upcoming Dividend • May 09Upcoming dividend of US$2.05 per shareEligible shareholders must have bought the stock before 15 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 American dividend payers (4.2%). Lower than average of industry peers (2.1%).ナラティブ更新 • Apr 26MSCI: Limited AI Risk And Sales Momentum Will Support Premium MultipleMSCI'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.Recent Insider Transactions Derivative • Apr 26Insider notifies of intention to sell stockAlvise Munari intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of April. If the sale is conducted around the recent share price of US$592, it would amount to US$5.9m. Since December 2025, Alvise's direct individual holding has decreased from 30.83k shares to 27.64k. Company insiders have collectively bought US$19m more than they sold, via options and on-market transactions, in the last 12 months.Declared Dividend • Apr 23First quarter dividend of US$2.05 announcedShareholders will receive a dividend of US$2.05. Ex-date: 15th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. 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.お知らせ • Apr 22MSCI Inc. announces Quarterly dividend, payable on May 29, 2026MSCI 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 21First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.新しいナラティブ • Apr 20MSCI 04-2026MSCI 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.ナラティブ更新 • Apr 12MSCI: Benchmark Data Strength And ETF Inflows Will Support Future Premium MultipleMSCI'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.お知らせ • Apr 08MSCI 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.お知らせ • Apr 07+ 3 more updatesMSCI Inc. to Report Q3, 2026 Results on Oct 20, 2026MSCI Inc. announced that they will report Q3, 2026 results on Oct 20, 2026お知らせ • Apr 02MSCI Inc. Announces Resignation of C. Jack Read as Global Controller and Chief Accounting Officer, Effective August 9, 2026On 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.ナラティブ更新 • Mar 27MSCI: ETF Inflows And Benchmark Data Strength Will Sustain Future Premium MultipleMSCI'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.お知らせ • Mar 12MSCI Inc., Annual General Meeting, Apr 21, 2026MSCI Inc., Annual General Meeting, Apr 21, 2026. Location: ww.virtualshareholdermeeting.com/msci2026, United Statesナラティブ更新 • Mar 11MSCI: Pricing Power And Data Assets Will Support Future Premium MultipleThe 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.お知らせ • Mar 04MSCI 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.ナラティブ更新 • Feb 24MSCI: Pricing Power And ETF Inflows Will Support Future Premium MultipleNarrative 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.Recent Insider Transactions • Feb 18Chairman & CEO recently bought US$3.6m worth of stockOn the 17th of February, Henry Fernandez bought around 7k shares on-market at roughly US$524 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 US$6.7m. Henry has been a buyer over the last 12 months, purchasing a net total of US$20m worth in shares.ナラティブ更新 • Feb 07MSCI: Pricing Power And ETF Inflows Will Support Premium MultipleAnalysts 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.Declared Dividend • Jan 30Fourth quarter dividend increased to US$2.05Dividend of US$2.05 is 14% higher than last year. Ex-date: 13th February 2026 Payment date: 27th February 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.4%. 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 29Full year 2025 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28MSCI Inc. Declares Cash Dividend for First Quarter 2026, Payable on February 27, 2026MSCI 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.ナラティブ更新 • Jan 23MSCI: Pricing Power And Passive Tailwinds Will Sustain Premium MultipleNarrative 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.ナラティブ更新 • Jan 08MSCI: High Recurring Revenue Will Support Premium Multiple Despite Sustainability HeadwindsAnalysts 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.お知らせ • Jan 06MSCI Inc. to Report Q4, 2025 Results on Jan 28, 2026MSCI Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 28, 2026ナラティブ更新 • Dec 15MSCI: Recurring Revenue Will Sustain Premium Multiple Despite Sustainability SlowdownAnalysts 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.Recent Insider Transactions • Dec 10Chairman & CEO recently bought US$6.7m worth of stockOn the 5th of December, Henry Fernandez bought around 13k shares on-market at roughly US$536 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 US$16m worth in shares.お知らせ • Dec 04MSCI Launches Breakthrough Index Integrating Public Markets and Private EquityMSCI 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.ナラティブ更新 • Nov 29MSCI: Recurring Revenue Strength Will Support Margin Stability And Buyback UpsideMSCI'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.お知らせ • Nov 17MSCI Inc. Announces Executive ChangesOn 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.ナラティブ更新 • Nov 15MSCI: Recurring Revenue And Buybacks Will Drive Premium Performance AheadAnalysts 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.ナラティブ更新 • Nov 01MSCI: Improved Margins And Share Buybacks Will Drive Stock MomentumAnalysts 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.分析記事 • Oct 31MSCI Inc. (NYSE:MSCI) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next YearInvestors in MSCI Inc. ( NYSE:MSCI ) had a good week, as its shares rose 8.2% to close at US$583 following the release...Declared Dividend • Oct 30Third quarter dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 14th November 2025 Payment date: 28th November 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 26% 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 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 29Third quarter 2025 earnings: EPS exceeds analyst expectationsThird 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 29+ 1 more updateMSCI Inc. announces Quarterly dividend, payable on November 28, 2025MSCI Inc. announced Quarterly dividend of USD 1.8000 per share payable on November 28, 2025, ex-date on November 14, 2025 and record date on November 14, 2025.ナラティブ更新 • Oct 18Global ETF Demand And ESG Mandates Will Reshape Asset AllocationThe 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.お知らせ • Oct 07MSCI Inc. Launches Global Classification Standards for Private AssetsMSCI 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.お知らせ • Oct 03MSCI Inc. to Report Q3, 2025 Results on Oct 28, 2025MSCI Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025ナラティブ更新 • Oct 03Global ETF Demand And ESG Mandates Will Reshape Asset AllocationThe 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.お知らせ • Sep 03MSCI Inc Launches Private Credit Factor Model to Bring Transparency to Rapidly Growing Asset ClassMSCI 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 08Upcoming dividend of US$1.80 per shareEligible shareholders must have bought the stock before 15 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 American dividend payers (4.6%). Lower than average of industry peers (1.9%).お知らせ • Aug 05MSCI Inc. Advances Private Markets Strategy with New Solutions Built for General PartnersMSCI 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 29Chairman & CEO recently bought US$6.7m worth of stockOn the 25th of July, Henry Fernandez bought around 12k shares on-market at roughly US$543 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 US$12m worth in shares.Declared Dividend • Jul 25Second quarter dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 15th August 2025 Payment date: 29th August 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 26% 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 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 23Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 22MSCI Inc. Declares Dividend for Third Quarter of 2025, Payable on August 29, 2025On 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.お知らせ • Jul 02MSCI Inc. to Report Q2, 2025 Results on Jul 22, 2025MSCI Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 22, 2025お知らせ • Jun 30MSCI Inc.(NYSE:MSCI) dropped from Russell 1000 Dynamic IndexMSCI Inc.(NYSE:MSCI) dropped from Russell 1000 Dynamic IndexRecent Insider Transactions Derivative • Jun 06President notifies of intention to sell stockC. D. Pettit intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of June. If the sale is conducted around the recent share price of US$564, it would amount to US$2.8m. Since March 2025, C. D.'s direct individual holding has decreased from 299.79k shares to 289.79k. Company insiders have collectively bought US$3.8m more than they sold, via options and on-market transactions, in the last 12 months.Declared Dividend • Apr 24First quarter dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 16th May 2025 Payment date: 30th May 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 26% 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 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 24MSCI Inc. Expands Private Assets Toolkit with Launch of Indexes Tracking Venture-Backed CompaniesMSCI Inc. has launched two MSCI All Country Venture-Backed Private Company Indexes, advancing the firm's commitment to empowering investors with clear, transparent insights on the performance of private assets globally. With these indexes, MSCI is applying decades of index construction expertise to calculate the performance of venture-backed private company shares based on secondary market transaction data. Private companies that receive funding from venture capital investors often operate in high-growth, technology-driven industries that have garnered growing interest from investors and wealth managers in recent years. While such companies do not trade on centralized exchanges, over-the-counter secondary markets play a key role in providing liquidity and facilitating price discovery. Venture-backed companies are staying private for longer periods, with the number of publicly listed companies in the US dropping by nearly half between 1996 and 2022.1 The number of private venture-backed companies with valuations of more than USD 1 billion has also grown tenfold in the last decade.2 These trends have simultaneously grown the asset class and expanded the availability of market-based pricing data, enabling MSCI to develop the MSCI All Country venture-Backed Private Company Top 20 Equal Weighted Vintage Index and theMSCI All Country Venture-Backed private companies worldwide with secondary market activity may be eligible for inclusion in the indexes. In constructing and calculating the indexes, MSCI uses secondary market data sourced from specialist firms Caplight and PM Insights. Both firms operate broker contributor networks to collect and analyze data across a broad cross-section of market participants. Leveraging this secondary market data, MSCI applies a research-driven, rules-based methodology focused on trading activity, size and other parameters. These two new index solutions are the first offered by MSCI that seek to measure the performance of private markets at the company level. In addition to these new offerings, MSCI also calculates the MSCI Private Capital Indexes. Launched in July 2024, the MSCI Private capital Indexes provide closed-end fund-level performance. They are constructed from a broad universe of private capital funds with over USD 11 trillion in capitalization.お知らせ • Apr 23MSCI Inc. Declares Cash Dividend for Second Quarter 2025, Payable on May 30, 2025On April 21, 2025, the MSCI Inc. Board of Directors declared a cash dividend of $1.80 per share for second quarter 2025, payable on May 30, 2025 to shareholders of record as of the close of trading on May 16, 2025.Reported Earnings • Apr 23First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$3.72 (up from US$3.23 in 1Q 2024). Revenue: US$745.8m (up 9.7% from 1Q 2024). Net income: US$288.6m (up 13% from 1Q 2024). Profit margin: 39% (up from 38% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Apr 06MSCI: Fairly Priced, But Will Wait For A Better Entry PointSummary The decline in stock prices will impact revenues, driving lower than expected asset-based fees. The analyst consensus might be overoptimistic with MSCI, and I expect minor growth during 2025. MSCI stock is fairly priced with an estimated value of $510 per share, but I will wait for an extra margin of safety. Despite the short-term headwinds, I still consider MSCI an outstanding business due to its asset-light model, strong competitive position, and aligned management. Read the full article on Seeking Alphaお知らせ • Apr 02MSCI Inc. to Report Q1, 2025 Results on Apr 22, 2025MSCI Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 22, 2025お知らせ • Mar 13MSCI Inc., Annual General Meeting, Apr 22, 2025MSCI Inc., Annual General Meeting, Apr 22, 2025.Recent Insider Transactions • Feb 26Chairman & CEO recently bought US$3.0m worth of stockOn the 24th of February, Henry Fernandez bought around 5k shares on-market at roughly US$575 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 US$11m worth in shares.お知らせ • Feb 26MSCI Inc. Announces Not Stand for Re-Election of Wayne Edmunds to the Board of DirectorsOn February 23, 2025, Mr. Wayne Edmunds informed MSCI Inc. of his decision to retire from the Board of Directors (the “Board”) of the Company and not stand for re-election at the Company’s 2025 Annual Meeting of Shareholders. Mr. Edmunds has been a member of the Board since 2015, and currently serves on the Audit and Risk Committee of the Board and the Compensation, Talent and Culture Committee of the Board. His decision to retire is not due to any disagreement with MSCI’s management or the Board regarding the Company’s operations, policies or practices. In connection with Mr. Edmunds’ retirement at the 2025 Annual Meeting of Shareholders, the Board intends to reduce its size from thirteen to twelve members.Declared Dividend • Jan 31Fourth quarter dividend increased to US$1.80Dividend of US$1.80 is 13% higher than last year. Ex-date: 14th February 2025 Payment date: 28th February 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 26% 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 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 30MSCI Inc. Appoints June Yang to its Audit and Risk CommitteeMSCI Inc. announced on December 17, 2024, that the Board of Directors of the Company had appointed June Yang to serve as an independent director on the Board, effective December 17, 2024. At that time, the Board had not yet appointed Ms. Yang to any Board committee. In accordance with Securities and Exchange Commission rules, this amendment to the Form 8-K filed on December 17, 2024 is being filed to report that on January 28, 2025, the Board appointed Ms. Yang to the Audit and Risk Committee, effective January 28, 2025.Reported Earnings • Jan 29Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$14.09 (down from US$14.46 in FY 2023). Revenue: US$2.86b (up 13% from FY 2023). Net income: US$1.11b (down 3.4% from FY 2023). Profit margin: 39% (down from 45% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 29MSCI Inc. Declares Cash Dividend for First Quarter 2025, Payable on February 28, 2025MSCI Inc. Board of Directors declared a cash dividend of $1.80 per share for first quarter 2025, payable on February 28, 2025 to shareholders of record as of the close of trading on February 14, 2025.Seeking Alpha • Jan 29MSCI Earnings: Solid 2024, But Investors May Reprice The Stock Lower Against Organic GrowthSummary MSCI has outperformed its peers in recent years, delivering strong returns and demonstrating superior growth and operating efficiency. However, that success has also made the stock more expensive than peers on numerous metrics. MSCI's international exposure positions it well for potential capital redistribution towards global markets, contrasting with S&P Global's U.S.-centric revenue base. Despite MSCI's solid results and prospects, I rate the stock a Hold due to its premium valuation. I'd be eager to buy on any significant price dips. Read the full article on Seeking Alphaお知らせ • Jan 07MSCI Inc. to Report Q4, 2024 Results on Jan 29, 2025MSCI Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 29, 2025Seeking Alpha • Dec 25Unlocking Value From MSCI, The Index Fund PowerhouseSummary MSCI is a highly profitable financial analytics company with a strong brand, delivering 45% net profit margins on $2.5 billion in annual revenue. The company benefits from recurring subscriptions and organic growth, although net new subscriptions outside the Americas are slightly down. MSCI's focus on institutional investors and high dividend yield make it a compelling investment compared to competitors like Morningstar. Despite trading at a high P/E ratio, MSCI's strong brand and monopolistic profit margins justify its premium valuation in the saturated index fund industry. Read the full article on Seeking Alphaお知らせ • Dec 18MSCI Inc. Appoints June Yang to Board of DirectorsMSCI Inc. announced that June Yang, former Vice President, Cloud AI and Industry Solutions at Google Cloud Inc., has been appointed to serve as an independent director on MSCI’s Board of Directors, effective December 17, 2024. Ms. Yang previously served as Vice President, Cloud AI and Industry Solutions at Google Cloud Inc. from October 2021 to December 2023, where she was responsible for the portfolio of Google Cloud AI products and solutions. Previously at Google Cloud, she served as Vice President and General Manager, Google Compute, AI Infrastructure and Block Storage from October 2019 to October 2021. Prior to joining Google Cloud, Ms. Yang held various engineering and product management positions at VMware Inc., including Vice President, Engineering and Product Management of VMware Cloud on Dell EMC and Vice President, Product Management of vSphere, Edge Computing and Analytics Cloud. Ms. Yang has served as a director of NetApp Inc. since September 2024 and a director of UiPath Inc. since February 2024. Ms. Yang previously served as a director at SRS Distribution from Nov. 2022 until its acquisition in July 2024. Ms. Yang holds a Bachelor of Science degree in Chemical Engineering from the California Institute of Technology, a Master of Science degree in Chemical Engineering from the University of California, Berkeley and a Master of Science degree in Management from the Stanford University Graduate School of Business.Recent Insider Transactions • Dec 10Chairman & CEO recently bought US$1.8m worth of stockOn the 5th of December, Henry Fernandez bought around 3k shares on-market at roughly US$613 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 US$7.8m worth in shares.株主還元MSCIUS Capital MarketsUS 市場7D-1.5%1.0%1.0%1Y-0.8%1.2%18.4%株主還元を見る業界別リターン: MSCI過去 1 年間で1.2 % の収益を上げたUS Capital Markets業界を下回りました。リターン対市場: MSCIは、過去 1 年間で18.4 % のリターンを上げたUS市場を下回りました。価格変動Is MSCI's price volatile compared to industry and market?MSCI volatilityMSCI Average Weekly Movement5.0%Capital Markets Industry Average Movement3.5%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.1%安定した株価: MSCI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: MSCIの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19986,327Henry Fernandezwww.msci.comMSCI Inc.は、その子会社とともに、高度なテクノロジーに支えられたリサーチベースのデータ、分析、インデックスを世界中に提供しています。インデックス部門は、ETF、投資信託、年金、先物、オプション、仕組商品、店頭デリバティブなどのインデックス金融商品、パフォーマンスベンチマーク、ポートフォリオ構築とリバランス、アセットアロケーションなど、投資プロセスの様々な分野で使用されるインデックスを提供し、GICSとGICS Directのライセンスも提供しています。アナリティクス部門は、リスク管理、パフォーマンス帰属、ポートフォリオ管理に関するコンテンツ、アプリケーション、リスクとリターンの統合ビュー・サービス、資産クラス全体の市場リスク、信用リスク、流動性リスク、カウンターパーティ・リスク、気候変動リスクの分析、顧客ポートフォリオ・データの統合、入力データと結果のレビューと調整、カスタマイズされたレポーティングを含むマネージド・サービス、ヘッジファンド投資のリスクを測定、評価、監視するヘッジプラットフォームを提供している。サステナビリティ・気候変動部門は、機関投資家がESGがポートフォリオや個々の証券レベルの投資の長期的なリスクとリターンにどのような影響を与えるかを理解するのに役立つ商品とサービス、および投資家が高まる規制をナビゲートするためのデータ、格付け、リサーチ、ツールを提供している。その他のプライベート・アセット部門は、プライベート・クレジット、不動産、インフラストラクチャーのデータ、ベンチマーク、リターン分析、気候評価、市場インサイト、不動産オーナー、マネージャー、デベロッパー、ブローカー向けのビジネス・インテリジェンス、プライベート・キャピタル向けの投資意思決定支援ツールを提供している。プライベート・キャピタル・ソリューション部門は、プライベート・キャピタル投資をサポートする条件調達、運用実績評価、リスク管理などのミッションクリティカルなワークフローにおいて、プライベート・アセット投資家を支援するツールを提供している。MSCI Inc.は1998年に設立され、ニューヨーク州ニューヨークに本社を置いている。もっと見るMSCI Inc. 基礎のまとめMSCI の収益と売上を時価総額と比較するとどうか。MSCI 基礎統計学時価総額US$40.84b収益（TTM）US$1.36b売上高(TTM)US$3.33b30.1xPER（株価収益率12.3xP/SレシオMSCI は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MSCI 損益計算書（TTM）収益US$3.33b売上原価US$567.57m売上総利益US$2.77bその他の費用US$1.41b収益US$1.36b直近の収益報告Jun 30, 2026次回決算日Oct 20, 2026一株当たり利益（EPS）18.68グロス・マージン82.98%純利益率40.73%有利子負債／自己資本比率-237.2%MSCI の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.5%現在の配当利回り42%配当性向MSCI 配当は確実ですか？MSCI 配当履歴とベンチマークを見るMSCI 、いつまでに購入すれば配当金を受け取れますか？MSCI 配当日配当落ち日Aug 14 2026配当支払日Aug 28 2026配当落ちまでの日数0 days配当支払日までの日数14 daysMSCI 配当は確実ですか？MSCI 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/12 16:25終値2026/08/12 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋MSCI Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30 アナリスト機関Manav PatnaikBarclaysArnaud Maurice GiblatBNP ParibasGregory SimpsonBNP Paribas27 その他のアナリストを表示
新しいナラティブ • Aug 12MSCI's Impressive 7.99% Revenue Growth and the Path to Future GainsWhy I own MSCI 1. Exceptional business model MSCI sells indexes, data, analytics and investment tools to asset managers, institutional investors, banks, insurers and other financial institutions.
お知らせ • Aug 09MSCI Inc. Announces Management Changes, Effective August 10, 2026MSCI Inc. announced that, the Board of Directors of the Company appointed Andrew C. Wiechmann, the Company’s Chief Financial Officer, to serve as the Company’s principal accounting officer on an interim basis, effective August 10, 2026, until a successor is designated. Mr. Wiechmann will continue to serve as the Company’s Chief Financial Officer and principal financial officer. Also effective August 10, 2026, Kristine Johnson was appointed to serve as the Company’s interim Global Controller, reporting to Mr. Wiechmann. Ms. Johnson has served as the Company’s Commercial Controller and Head of Revenue Operations since April 2025 and previously served as the Company’s Head of External Reporting from August 2022 to April 2025.
Upcoming Dividend • Aug 07Upcoming dividend of US$2.05 per shareEligible shareholders must have bought the stock before 14 August 2026. Payment date: 28 August 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.0%). Lower than average of industry peers (2.0%).
ライブニュース • Aug 04MSCI Completes First Street Acquisition to Expand Climate Risk Analytics CoverageMSCI has completed its acquisition of First Street, a provider of physics-based climate risk data covering more than 2.4 billion structures worldwide, following the original announcement on 24 June 2026. The deal expands MSCI’s physical climate risk analytics, which the company plans to use to help clients understand changing risk exposures and feed that data into financial decision making. MSCI shares trade at US$574.43, with the stock up 1.6% year to date. Bringing First Street into MSCI’s platform could deepen the climate risk detail available to asset managers, insurers and lenders that rely on MSCI data for portfolio analysis. The main investor angle is whether MSCI can integrate these capabilities cleanly into existing products and pricing, since that would influence how much additional value clients see in its climate and risk offerings.
お知らせ • Aug 03MSCI Inc. (NYSE:MSCI) acquired First Street Technology, Inc.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 transaction is expected to close in the third quarter of 2026. Kevin Cooper, Roy Moran, Christopher Andrews, Megan Browdie, Sharon Connaughton, Stephanie Gentile, Todd Gluth, Claire Goldhawk, Kristen Mathews, Carly Mitchell, Gregg Rader of Tom Connors, Cooley LLP acted as a Legal advisor for First Street Technology, Inc. MSCI Inc. (NYSE:MSCI) completed the acquisition of First Street Technology, Inc. on August 3, 2026.
Declared Dividend • Jul 23Second quarter dividend of US$2.05 announcedShareholders will receive a dividend of US$2.05. Ex-date: 14th August 2026 Payment date: 28th August 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% 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 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
新しいナラティブ • Aug 12MSCI's Impressive 7.99% Revenue Growth and the Path to Future GainsWhy I own MSCI 1. Exceptional business model MSCI sells indexes, data, analytics and investment tools to asset managers, institutional investors, banks, insurers and other financial institutions.
お知らせ • Aug 09MSCI Inc. Announces Management Changes, Effective August 10, 2026MSCI Inc. announced that, the Board of Directors of the Company appointed Andrew C. Wiechmann, the Company’s Chief Financial Officer, to serve as the Company’s principal accounting officer on an interim basis, effective August 10, 2026, until a successor is designated. Mr. Wiechmann will continue to serve as the Company’s Chief Financial Officer and principal financial officer. Also effective August 10, 2026, Kristine Johnson was appointed to serve as the Company’s interim Global Controller, reporting to Mr. Wiechmann. Ms. Johnson has served as the Company’s Commercial Controller and Head of Revenue Operations since April 2025 and previously served as the Company’s Head of External Reporting from August 2022 to April 2025.
Upcoming Dividend • Aug 07Upcoming dividend of US$2.05 per shareEligible shareholders must have bought the stock before 14 August 2026. Payment date: 28 August 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.0%). Lower than average of industry peers (2.0%).
ライブニュース • Aug 04MSCI Completes First Street Acquisition to Expand Climate Risk Analytics CoverageMSCI has completed its acquisition of First Street, a provider of physics-based climate risk data covering more than 2.4 billion structures worldwide, following the original announcement on 24 June 2026. The deal expands MSCI’s physical climate risk analytics, which the company plans to use to help clients understand changing risk exposures and feed that data into financial decision making. MSCI shares trade at US$574.43, with the stock up 1.6% year to date. Bringing First Street into MSCI’s platform could deepen the climate risk detail available to asset managers, insurers and lenders that rely on MSCI data for portfolio analysis. The main investor angle is whether MSCI can integrate these capabilities cleanly into existing products and pricing, since that would influence how much additional value clients see in its climate and risk offerings.
お知らせ • Aug 03MSCI Inc. (NYSE:MSCI) acquired First Street Technology, Inc.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 transaction is expected to close in the third quarter of 2026. Kevin Cooper, Roy Moran, Christopher Andrews, Megan Browdie, Sharon Connaughton, Stephanie Gentile, Todd Gluth, Claire Goldhawk, Kristen Mathews, Carly Mitchell, Gregg Rader of Tom Connors, Cooley LLP acted as a Legal advisor for First Street Technology, Inc. MSCI Inc. (NYSE:MSCI) completed the acquisition of First Street Technology, Inc. on August 3, 2026.
Declared Dividend • Jul 23Second quarter dividend of US$2.05 announcedShareholders will receive a dividend of US$2.05. Ex-date: 14th August 2026 Payment date: 28th August 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 25% 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 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 22Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: US$4.70 (up from US$3.92 in 2Q 2025). Revenue: US$867.0m (up 12% from 2Q 2025). Net income: US$342.0m (up 13% from 2Q 2025). Profit margin: 39% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 22MSCI Inc. announces Quarterly dividend, payable on August 28, 2026MSCI Inc. announced Quarterly dividend of USD 2.0500 per share payable on August 28, 2026, ex-date on August 14, 2026 and record date on August 14, 2026.
ナラティブ更新 • Jul 20MSCI: Proprietary Data And AI Will Support Recurring Revenue PremiumThe analyst price target for MSCI has been raised by about $14 to reflect a slightly higher modeled fair value, supported by research that highlights recurring revenue visibility, data driven growth opportunities, and what analysts describe as limited AI disruption risk. Analyst Commentary Recent research on MSCI shows a cluster of price target increases and rating upgrades, with most coverage pointing to resilient revenue visibility, data centric growth drivers, and limited perceived risk from AI disruption.
Seeking Alpha • Jul 18MSCI: The Index Ecosystem Can Keep CompoundingSummary I rate MSCI Inc. a Buy, as its entrenched index ecosystem creates high switching costs and supports recurring revenue growth. MSCI’s core index business demonstrates strong retention (96.9%), a high EBITDA margin (75.6%), and dual growth levers from subscriptions and asset-based fees. AI integration enhances MSCI’s value proposition, leveraging trusted data and client workflows, while private assets offer additional upside despite current margin pressure. My FY2028 EPS estimate is ~$25.60, supporting a potential share price of $725–$875 if recurring growth and AI monetization materialize. Read the full article on Seeking Alpha
ライブニュース • Jul 17MSCI to Update Index Rules for Extreme Price Moves in August 2026 ReviewMSCI has updated its index methodology for stocks with extreme price increases, with new Extreme Price Increase (EPI) rules to apply from the August 2026 index review, affecting eligibility for the MSCI Global Standard Index based on each stock’s Foreign Inclusion Factor (FIF). Under the revised framework, stocks flagged as EPI with an FIF of 0.75 or higher will be exempt from EPI screening and remain eligible for the MSCI Global Standard Index, while those below 0.75 may be removed and reconsidered at the next review. MSCI shares trade at about US$628.66, with the stock up 11.2% year to date. The rule change refines how MSCI handles sharp price moves and free float, which can influence index composition, fund tracking, and liquidity for affected stocks. As a result, index users may need to revisit how these thresholds feed into their benchmark and product design.
ライブニュース • Jul 11MSCI Teams With UBS to Develop AI Platform for Private Markets InvestorsMSCI and UBS have entered a strategic partnership to expand MSCI’s AI-powered private markets platform, with UBS acting as an early adopter and contributing its alternatives expertise to improve data integration, transparency and workflow tools for institutional investors. The upgraded platform is intended to bring together fund discovery, portfolio management, analytics, benchmarking, research and due diligence in one place, aiming to address fragmented data and support more standardized practices in private markets investing. MSCI’s share price is US$604.71, with the stock up 12.7% over the past 90 days. By tying UBS directly into product development, MSCI is seeking to align its private markets tools with the needs of a major institutional user base. This relationship may influence how quickly the platform gains traction and how central it becomes in private markets workflows.
ライブニュース • Jul 09Petra Funds Group Brings MSCI ESG Data to Private Markets With PeerView LaunchPetra Funds Group launched PeerView, a new ESG benchmarking tool for private markets that will use MSCI’s sustainability and climate datasets, aiming to align mid‑market private managers’ reporting with the ESG data used by their limited partners. The arrangement broadens access to MSCI data in private markets, targeting better transparency, comparability and credibility in ESG reporting, which may help the company deepen ties with private equity and private credit clients that face rising reporting demands. MSCI shares trade at US$604.23, with the stock up 10.7% over the past 90 days. Extra distribution of MSCI’s datasets into private markets through PeerView could strengthen the relevance of its ESG tools as LPs push managers for consistent and comparable reporting.
ライブニュース • Jul 05MSCI Appoints Kashi Kakarla as CTO to Lead AI Efforts and Silicon Valley ExpansionMSCI has appointed Kashi Kakarla as Chief Technology Officer and Head of Product Engineering, effective 22 June 2026, with a mandate to use AI to reshape how clients access and engage with MSCI content and to open a new Silicon Valley office as an innovation and talent hub. The company is framing this C-suite change as part of a wider technology transformation, with a focus on expanding MSCI solutions to a broader set of investment professionals through AI-driven delivery and product engineering. MSCI shares trade at US$603.11, with the stock up 6.7% year to date, providing a context for this leadership change within a period of modest positive performance. A dedicated Silicon Valley base and a CTO tasked explicitly with AI and product engineering indicate that MSCI is tying its future product roadmap closely to technology execution, which places execution risk and talent recruitment in clear focus for shareholders.
ライブニュース • Jun 30MSCI Agrees to Acquire First Street in Major Climate Risk Data ExpansionMSCI agreed to acquire First Street, a provider of physics-based climate risk data for properties worldwide, with the deal expected to close in Q3 2026 subject to regulatory approval. After closing, First Street will sit within MSCI’s sustainability and climate business segment. The acquisition is intended to integrate First Street’s geospatial climate tools into MSCI’s climate and sustainability solutions, enabling quantified assessments of financially relevant physical climate risks across more than 2 billion structures to support investment decisions, regulatory needs and climate reporting. MSCI shares trade at about $558.00, with the stock down 11.6% over the past 30 days. This deal pushes MSCI further into climate-focused analytics at a time when regulators and clients are asking for more granular physical risk data. The key question for investors is whether the combined platform can translate that data advantage into durable demand and pricing power over time.
お知らせ • Jun 25MSCI 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.
ライブニュース • Jun 23MSCI Review of Indonesia Risks $13 Billion in Market OutflowsMSCI is assessing whether Indonesia will retain its emerging market status or be downgraded to frontier market status in its Global Market Accessibility Review on June 18 and Annual Market Classification Review on June 23. Up to $13 billion of capital outflows may be at stake if index-linked funds and other investors reduce exposure. The review follows MSCI’s decision to mark Indonesia’s information flow criterion as negative, citing limited disclosure of shareholding structures and signs of coordinated trading that could hinder proper price formation and confidence in the market. MSCI’s own stock trades at about $580.85, with the share price down 5.0% over the past week, as the market weighs index-related risks and broader sentiment toward emerging markets. For MSCI investors, the key issue is reputational and product-related. Any downgrade of Indonesia could reinforce the importance of MSCI’s governance standards while simultaneously testing client demand in affected indices and related data products.
ナラティブ更新 • Jun 22MSCI: Proprietary Data And AI Tailwinds Will Support Future Premium MultipleMSCI's analyst price target has been nudged higher to $690 from $688.56, as analysts highlight the value of its proprietary data sets in an AI driven market and make modest adjustments to assumptions around growth, margins and future P/E multiples. Analyst Commentary Recent research on MSCI centers on how artificial intelligence is changing the economics of data and analytics, and what that might mean for the stock's valuation and execution risk.
分析記事 • Jun 17MSCI (MSCI) Stock Could Be 127.8% Overvalued Despite Recent Share Price MomentumRecent MSCI stock performance at a glance MSCI (MSCI) has attracted investor attention after a recent month where the stock returned 8.3%, contributing to a past 3 months return of 9.2% and a 1 year total return of 12.4%. See our latest analysis for MSCI. Against this backdrop, MSCI's recent 1 month share price return of 8.3% and 3 month share price return of 9.2% sit alongside a 1 year total shareholder return of 12.4%. This suggests momentum has been gradually building from a longer term...
ライブニュース • Jun 10MSCI Delivers 14.1% Q1 Revenue Growth and Eyes Expanding Private Market Data OpportunityMSCI reported Q1 2026 revenue of $850.8 million, up 14.1% year over year and slightly ahead of analyst expectations, supported by record asset-based-fee run rates and strong recurring subscription activity in its Index and Analytics segments. Management reaffirmed its 2026 free cash flow guidance, highlighting operating leverage and recurring revenue as key supports for the business model. UBS highlighted MSCI, alongside Morningstar and S&P Global, as well positioned to serve a private market data total addressable market that it expects could more than double by 2030 to $25 billion to $35 billion, driven by private fund assets that are projected to exceed $30 trillion in the next five years. Taken together, the Q1 results and UBS commentary indicate that MSCI could benefit from both its existing index and analytics franchises and a growing opportunity in private market data. Investors may want to watch how quickly MSCI can scale offerings in private markets and how customer concentration and broad market downturns could affect fee-based revenues.
ナラティブ更新 • Jun 05MSCI: Proprietary Data And Index Momentum Will Support Future Premium MultipleThe analyst price target for MSCI is raised by $5 to $688.56, as analysts highlight growing demand for proprietary data, ongoing index momentum, and what they see as relatively limited AI disruption risk, which they believe supports slightly higher growth and profitability assumptions. Analyst Commentary Recent research points to a cluster of bullish views on MSCI, with multiple firms lifting ratings or targets and emphasizing the value of the company’s proprietary data, index franchise, and perceived resilience to AI related disruption.
お知らせ • Jun 04MSCI Inc. Announces the Appointment of Kashi Kakarla as Chief Technology Officer and Head of Product Engineering, Effective June 22, 2026MSCI 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.
ライブニュース • May 23MSCI Stock Climbs After Strong Q1 FY2026 Results and Analyst Price Target BoostsMSCI reported stronger-than-expected Q1 FY2026 results, with adjusted EPS above analyst estimates and solid performance across its Index, Analytics and asset-based fee businesses. The stock moved higher following the earnings release, with analysts maintaining a "Moderate Buy" consensus rating and several firms raising price targets, including UBS lifting its target from US$710 to US$720. MSCI published its first "State of Private Markets 2026" report, highlighting rising transparency demands, stresses in private credit, longer exit timelines for private equity and growing use of evergreen and semi-liquid private credit funds. The combination of better-than-expected earnings and continued analyst support points to confidence in MSCI’s current business mix. The private markets report also reinforces its role as a data and research provider across public and private assets. Investors may want to watch how MSCI’s insights on private market stresses translate into product demand and risk for its clients, especially as retail participation grows in semi-liquid private credit funds facing emerging liquidity pressures.
Recent Insider Transactions • May 21Chairman recently bought US$2.2m worth of stockOn the 15th of May, Henry Fernandez bought around 4k shares on-market at roughly US$562 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 US$19m worth in shares.
New Risk • May 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$5.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$2.8b). Significant insider selling over the past 3 months (US$5.9m sold).
Upcoming Dividend • May 09Upcoming dividend of US$2.05 per shareEligible shareholders must have bought the stock before 15 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 American dividend payers (4.2%). Lower than average of industry peers (2.1%).
ナラティブ更新 • Apr 26MSCI: Limited AI Risk And Sales Momentum Will Support Premium MultipleMSCI'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.
Recent Insider Transactions Derivative • Apr 26Insider notifies of intention to sell stockAlvise Munari intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of April. If the sale is conducted around the recent share price of US$592, it would amount to US$5.9m. Since December 2025, Alvise's direct individual holding has decreased from 30.83k shares to 27.64k. Company insiders have collectively bought US$19m more than they sold, via options and on-market transactions, in the last 12 months.
Declared Dividend • Apr 23First quarter dividend of US$2.05 announcedShareholders will receive a dividend of US$2.05. Ex-date: 15th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. 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.
お知らせ • Apr 22MSCI Inc. announces Quarterly dividend, payable on May 29, 2026MSCI 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 21First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.
新しいナラティブ • Apr 20MSCI 04-2026MSCI 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.
ナラティブ更新 • Apr 12MSCI: Benchmark Data Strength And ETF Inflows Will Support Future Premium MultipleMSCI'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.
お知らせ • Apr 08MSCI 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.
お知らせ • Apr 07+ 3 more updatesMSCI Inc. to Report Q3, 2026 Results on Oct 20, 2026MSCI Inc. announced that they will report Q3, 2026 results on Oct 20, 2026
お知らせ • Apr 02MSCI Inc. Announces Resignation of C. Jack Read as Global Controller and Chief Accounting Officer, Effective August 9, 2026On 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.
ナラティブ更新 • Mar 27MSCI: ETF Inflows And Benchmark Data Strength Will Sustain Future Premium MultipleMSCI'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.
お知らせ • Mar 12MSCI Inc., Annual General Meeting, Apr 21, 2026MSCI Inc., Annual General Meeting, Apr 21, 2026. Location: ww.virtualshareholdermeeting.com/msci2026, United States
ナラティブ更新 • Mar 11MSCI: Pricing Power And Data Assets Will Support Future Premium MultipleThe 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.
お知らせ • Mar 04MSCI 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.
ナラティブ更新 • Feb 24MSCI: Pricing Power And ETF Inflows Will Support Future Premium MultipleNarrative 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.
Recent Insider Transactions • Feb 18Chairman & CEO recently bought US$3.6m worth of stockOn the 17th of February, Henry Fernandez bought around 7k shares on-market at roughly US$524 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 US$6.7m. Henry has been a buyer over the last 12 months, purchasing a net total of US$20m worth in shares.
ナラティブ更新 • Feb 07MSCI: Pricing Power And ETF Inflows Will Support Premium MultipleAnalysts 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.
Declared Dividend • Jan 30Fourth quarter dividend increased to US$2.05Dividend of US$2.05 is 14% higher than last year. Ex-date: 13th February 2026 Payment date: 27th February 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.4%. 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 29Full year 2025 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28MSCI Inc. Declares Cash Dividend for First Quarter 2026, Payable on February 27, 2026MSCI 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.
ナラティブ更新 • Jan 23MSCI: Pricing Power And Passive Tailwinds Will Sustain Premium MultipleNarrative 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.
ナラティブ更新 • Jan 08MSCI: High Recurring Revenue Will Support Premium Multiple Despite Sustainability HeadwindsAnalysts 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.
お知らせ • Jan 06MSCI Inc. to Report Q4, 2025 Results on Jan 28, 2026MSCI Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 28, 2026
ナラティブ更新 • Dec 15MSCI: Recurring Revenue Will Sustain Premium Multiple Despite Sustainability SlowdownAnalysts 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.
Recent Insider Transactions • Dec 10Chairman & CEO recently bought US$6.7m worth of stockOn the 5th of December, Henry Fernandez bought around 13k shares on-market at roughly US$536 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 US$16m worth in shares.
お知らせ • Dec 04MSCI Launches Breakthrough Index Integrating Public Markets and Private EquityMSCI 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.
ナラティブ更新 • Nov 29MSCI: Recurring Revenue Strength Will Support Margin Stability And Buyback UpsideMSCI'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.
お知らせ • Nov 17MSCI Inc. Announces Executive ChangesOn 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.
ナラティブ更新 • Nov 15MSCI: Recurring Revenue And Buybacks Will Drive Premium Performance AheadAnalysts 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.
ナラティブ更新 • Nov 01MSCI: Improved Margins And Share Buybacks Will Drive Stock MomentumAnalysts 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.
分析記事 • Oct 31MSCI Inc. (NYSE:MSCI) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next YearInvestors in MSCI Inc. ( NYSE:MSCI ) had a good week, as its shares rose 8.2% to close at US$583 following the release...
Declared Dividend • Oct 30Third quarter dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 14th November 2025 Payment date: 28th November 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 26% 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 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 29Third quarter 2025 earnings: EPS exceeds analyst expectationsThird 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 29+ 1 more updateMSCI Inc. announces Quarterly dividend, payable on November 28, 2025MSCI Inc. announced Quarterly dividend of USD 1.8000 per share payable on November 28, 2025, ex-date on November 14, 2025 and record date on November 14, 2025.
ナラティブ更新 • Oct 18Global ETF Demand And ESG Mandates Will Reshape Asset AllocationThe 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.
お知らせ • Oct 07MSCI Inc. Launches Global Classification Standards for Private AssetsMSCI 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.
お知らせ • Oct 03MSCI Inc. to Report Q3, 2025 Results on Oct 28, 2025MSCI Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025
ナラティブ更新 • Oct 03Global ETF Demand And ESG Mandates Will Reshape Asset AllocationThe 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.
お知らせ • Sep 03MSCI Inc Launches Private Credit Factor Model to Bring Transparency to Rapidly Growing Asset ClassMSCI 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 08Upcoming dividend of US$1.80 per shareEligible shareholders must have bought the stock before 15 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 American dividend payers (4.6%). Lower than average of industry peers (1.9%).
お知らせ • Aug 05MSCI Inc. Advances Private Markets Strategy with New Solutions Built for General PartnersMSCI 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 29Chairman & CEO recently bought US$6.7m worth of stockOn the 25th of July, Henry Fernandez bought around 12k shares on-market at roughly US$543 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 US$12m worth in shares.
Declared Dividend • Jul 25Second quarter dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 15th August 2025 Payment date: 29th August 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 26% 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 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 23Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 22MSCI Inc. Declares Dividend for Third Quarter of 2025, Payable on August 29, 2025On 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.
お知らせ • Jul 02MSCI Inc. to Report Q2, 2025 Results on Jul 22, 2025MSCI Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 22, 2025
お知らせ • Jun 30MSCI Inc.(NYSE:MSCI) dropped from Russell 1000 Dynamic IndexMSCI Inc.(NYSE:MSCI) dropped from Russell 1000 Dynamic Index
Recent Insider Transactions Derivative • Jun 06President notifies of intention to sell stockC. D. Pettit intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of June. If the sale is conducted around the recent share price of US$564, it would amount to US$2.8m. Since March 2025, C. D.'s direct individual holding has decreased from 299.79k shares to 289.79k. Company insiders have collectively bought US$3.8m more than they sold, via options and on-market transactions, in the last 12 months.
Declared Dividend • Apr 24First quarter dividend of US$1.80 announcedShareholders will receive a dividend of US$1.80. Ex-date: 16th May 2025 Payment date: 30th May 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 26% 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 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 24MSCI Inc. Expands Private Assets Toolkit with Launch of Indexes Tracking Venture-Backed CompaniesMSCI Inc. has launched two MSCI All Country Venture-Backed Private Company Indexes, advancing the firm's commitment to empowering investors with clear, transparent insights on the performance of private assets globally. With these indexes, MSCI is applying decades of index construction expertise to calculate the performance of venture-backed private company shares based on secondary market transaction data. Private companies that receive funding from venture capital investors often operate in high-growth, technology-driven industries that have garnered growing interest from investors and wealth managers in recent years. While such companies do not trade on centralized exchanges, over-the-counter secondary markets play a key role in providing liquidity and facilitating price discovery. Venture-backed companies are staying private for longer periods, with the number of publicly listed companies in the US dropping by nearly half between 1996 and 2022.1 The number of private venture-backed companies with valuations of more than USD 1 billion has also grown tenfold in the last decade.2 These trends have simultaneously grown the asset class and expanded the availability of market-based pricing data, enabling MSCI to develop the MSCI All Country venture-Backed Private Company Top 20 Equal Weighted Vintage Index and theMSCI All Country Venture-Backed private companies worldwide with secondary market activity may be eligible for inclusion in the indexes. In constructing and calculating the indexes, MSCI uses secondary market data sourced from specialist firms Caplight and PM Insights. Both firms operate broker contributor networks to collect and analyze data across a broad cross-section of market participants. Leveraging this secondary market data, MSCI applies a research-driven, rules-based methodology focused on trading activity, size and other parameters. These two new index solutions are the first offered by MSCI that seek to measure the performance of private markets at the company level. In addition to these new offerings, MSCI also calculates the MSCI Private Capital Indexes. Launched in July 2024, the MSCI Private capital Indexes provide closed-end fund-level performance. They are constructed from a broad universe of private capital funds with over USD 11 trillion in capitalization.
お知らせ • Apr 23MSCI Inc. Declares Cash Dividend for Second Quarter 2025, Payable on May 30, 2025On April 21, 2025, the MSCI Inc. Board of Directors declared a cash dividend of $1.80 per share for second quarter 2025, payable on May 30, 2025 to shareholders of record as of the close of trading on May 16, 2025.
Reported Earnings • Apr 23First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$3.72 (up from US$3.23 in 1Q 2024). Revenue: US$745.8m (up 9.7% from 1Q 2024). Net income: US$288.6m (up 13% from 1Q 2024). Profit margin: 39% (up from 38% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Apr 06MSCI: Fairly Priced, But Will Wait For A Better Entry PointSummary The decline in stock prices will impact revenues, driving lower than expected asset-based fees. The analyst consensus might be overoptimistic with MSCI, and I expect minor growth during 2025. MSCI stock is fairly priced with an estimated value of $510 per share, but I will wait for an extra margin of safety. Despite the short-term headwinds, I still consider MSCI an outstanding business due to its asset-light model, strong competitive position, and aligned management. Read the full article on Seeking Alpha
お知らせ • Apr 02MSCI Inc. to Report Q1, 2025 Results on Apr 22, 2025MSCI Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 22, 2025
お知らせ • Mar 13MSCI Inc., Annual General Meeting, Apr 22, 2025MSCI Inc., Annual General Meeting, Apr 22, 2025.
Recent Insider Transactions • Feb 26Chairman & CEO recently bought US$3.0m worth of stockOn the 24th of February, Henry Fernandez bought around 5k shares on-market at roughly US$575 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 US$11m worth in shares.
お知らせ • Feb 26MSCI Inc. Announces Not Stand for Re-Election of Wayne Edmunds to the Board of DirectorsOn February 23, 2025, Mr. Wayne Edmunds informed MSCI Inc. of his decision to retire from the Board of Directors (the “Board”) of the Company and not stand for re-election at the Company’s 2025 Annual Meeting of Shareholders. Mr. Edmunds has been a member of the Board since 2015, and currently serves on the Audit and Risk Committee of the Board and the Compensation, Talent and Culture Committee of the Board. His decision to retire is not due to any disagreement with MSCI’s management or the Board regarding the Company’s operations, policies or practices. In connection with Mr. Edmunds’ retirement at the 2025 Annual Meeting of Shareholders, the Board intends to reduce its size from thirteen to twelve members.
Declared Dividend • Jan 31Fourth quarter dividend increased to US$1.80Dividend of US$1.80 is 13% higher than last year. Ex-date: 14th February 2025 Payment date: 28th February 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 26% 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 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 30MSCI Inc. Appoints June Yang to its Audit and Risk CommitteeMSCI Inc. announced on December 17, 2024, that the Board of Directors of the Company had appointed June Yang to serve as an independent director on the Board, effective December 17, 2024. At that time, the Board had not yet appointed Ms. Yang to any Board committee. In accordance with Securities and Exchange Commission rules, this amendment to the Form 8-K filed on December 17, 2024 is being filed to report that on January 28, 2025, the Board appointed Ms. Yang to the Audit and Risk Committee, effective January 28, 2025.
Reported Earnings • Jan 29Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$14.09 (down from US$14.46 in FY 2023). Revenue: US$2.86b (up 13% from FY 2023). Net income: US$1.11b (down 3.4% from FY 2023). Profit margin: 39% (down from 45% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 29MSCI Inc. Declares Cash Dividend for First Quarter 2025, Payable on February 28, 2025MSCI Inc. Board of Directors declared a cash dividend of $1.80 per share for first quarter 2025, payable on February 28, 2025 to shareholders of record as of the close of trading on February 14, 2025.
Seeking Alpha • Jan 29MSCI Earnings: Solid 2024, But Investors May Reprice The Stock Lower Against Organic GrowthSummary MSCI has outperformed its peers in recent years, delivering strong returns and demonstrating superior growth and operating efficiency. However, that success has also made the stock more expensive than peers on numerous metrics. MSCI's international exposure positions it well for potential capital redistribution towards global markets, contrasting with S&P Global's U.S.-centric revenue base. Despite MSCI's solid results and prospects, I rate the stock a Hold due to its premium valuation. I'd be eager to buy on any significant price dips. Read the full article on Seeking Alpha
お知らせ • Jan 07MSCI Inc. to Report Q4, 2024 Results on Jan 29, 2025MSCI Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 29, 2025
Seeking Alpha • Dec 25Unlocking Value From MSCI, The Index Fund PowerhouseSummary MSCI is a highly profitable financial analytics company with a strong brand, delivering 45% net profit margins on $2.5 billion in annual revenue. The company benefits from recurring subscriptions and organic growth, although net new subscriptions outside the Americas are slightly down. MSCI's focus on institutional investors and high dividend yield make it a compelling investment compared to competitors like Morningstar. Despite trading at a high P/E ratio, MSCI's strong brand and monopolistic profit margins justify its premium valuation in the saturated index fund industry. Read the full article on Seeking Alpha
お知らせ • Dec 18MSCI Inc. Appoints June Yang to Board of DirectorsMSCI Inc. announced that June Yang, former Vice President, Cloud AI and Industry Solutions at Google Cloud Inc., has been appointed to serve as an independent director on MSCI’s Board of Directors, effective December 17, 2024. Ms. Yang previously served as Vice President, Cloud AI and Industry Solutions at Google Cloud Inc. from October 2021 to December 2023, where she was responsible for the portfolio of Google Cloud AI products and solutions. Previously at Google Cloud, she served as Vice President and General Manager, Google Compute, AI Infrastructure and Block Storage from October 2019 to October 2021. Prior to joining Google Cloud, Ms. Yang held various engineering and product management positions at VMware Inc., including Vice President, Engineering and Product Management of VMware Cloud on Dell EMC and Vice President, Product Management of vSphere, Edge Computing and Analytics Cloud. Ms. Yang has served as a director of NetApp Inc. since September 2024 and a director of UiPath Inc. since February 2024. Ms. Yang previously served as a director at SRS Distribution from Nov. 2022 until its acquisition in July 2024. Ms. Yang holds a Bachelor of Science degree in Chemical Engineering from the California Institute of Technology, a Master of Science degree in Chemical Engineering from the University of California, Berkeley and a Master of Science degree in Management from the Stanford University Graduate School of Business.
Recent Insider Transactions • Dec 10Chairman & CEO recently bought US$1.8m worth of stockOn the 5th of December, Henry Fernandez bought around 3k shares on-market at roughly US$613 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 US$7.8m worth in shares.
