View Financial HealthMSCI 配当と自社株買い配当金 基準チェック /46MSCIは配当を支払う会社で、現在の利回りは1.39%ですが、利益によって十分にカバーされています。次の支払い日は 29th May, 2026で、権利落ち日は15th May, 2026 。主要情報1.4%配当利回り6.3%バイバック利回り総株主利回り7.7%将来の配当利回り1.8%配当成長19.5%次回配当支払日29 May 26配当落ち日15 May 26一株当たり配当金n/a配当性向43%最近の配当と自社株買いの更新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%).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.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.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.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.すべての更新を表示Recent updatesRecent Insider Transactions • 23hChairman 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%).ライブニュース • May 08MSCI Surpasses Q1 Forecasts With 14% Revenue Growth on AI Momentum and AcquisitionsMSCI reported Q1 2026 revenue of US$850.8m, up 14.1% year on year, with adjusted EPS of US$4.55, both above Wall Street expectations. Organic revenue growth of more than 13% was supported by broad-based subscription gains across Index, Analytics and Private Capital Solutions, plus record inflows into equity ETFs linked to MSCI indexes. The company completed three bolt-on acquisitions, including Compass Financial Technologies, and highlighted AI-driven product development and operations as key contributors to revenue growth and efficiency, while reaffirming full-year 2026 guidance. For investors, the key takeaway is that MSCI is seeing growth across several core lines at the same time. Index-linked ETF inflows, recurring subscriptions and newer areas such as Private Capital Solutions all contributed, which indicates a business that is not relying on a single revenue lever. The reaffirmed 2026 guidance indicates that management is comfortable with how the year is tracking so far, even with pressure in sustainability, climate products and real assets. MSCI is also leaning heavily into AI, both in client-facing products and internal processes. Management links this to faster product launches and improved efficiency. The recent acquisitions, including Compass Financial Technologies, expand indexing and private capital capabilities and may help MSCI address more specialized client needs over time. When evaluating MSCI, it can be useful to focus on the durability of its subscription base, the trajectory of ETF-linked inflows, and how successfully new AI and custom index offerings are being adopted across regions such as Asia Pacific.ナラティブの更新 • 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.Seeking Alpha • Apr 21MSCI: Record Sales And High Retention Prove This Compounder Is A BuySummary MSCI delivered strong Q1 2026 results, with adjusted EPS up 14.1% and operating revenue up 13.8%, despite AI-driven disruption fears. MSCI’s index and analytics segments posted double-digit growth, with retention rates at 95.4% and operating margins reaching 53.7%, reinforcing business resilience. Shareholder returns remain robust, with $464M in buybacks at $555/share and a 14% dividend increase, supported by $1.7B in remaining buyback authorization. I maintain a long-term buy rating on MSCI, expecting at least ~10% annual returns, but caution on short-term risks tied to market downturns and asset-based fee sensitivity. Read the full article on Seeking Alpha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.ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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分析記事 • Jun 25Earnings Not Telling The Story For MSCI Inc. (NYSE:MSCI)With a price-to-earnings (or "P/E") ratio of 39x MSCI Inc. ( NYSE:MSCI ) may be sending very bearish signals at the...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, 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.Seeking Alpha • Dec 04MSCI: Quality Business At A Decent ValuationSummary MSCI remains a "strong buy" due to its duopolistic market position, sustainable growth, and undervaluation despite recent price increases. The company boasts a strong revenue CAGR of 13% and a free cash flow margin of 48.5%, driven by its asset-light business model. Risks include cyclical demand in the ESG segment and elevated net debt, though debt maturity is well-managed with conservative interest coverage. MSCI's valuation remains attractive, with a price-to-free cash flow ratio 15.8% lower than the historical average, indicating continued undervaluation. Read the full article on Seeking AlphaSeeking Alpha • Nov 10MSCI: It'll Take A Little Longer For Fundamentals To Catch UpSummary MSCI's third-quarter results showed revenue acceleration and margin improvements but didn't indicate a significant trend change relative to competition. Despite good results, MSCI's valuation remains high compared to peers like S&P Global, which have more diversified and wide-moat businesses. At 35 times '25 earnings, MSCI is above a 2x PEG, making it unattractive; thus, I maintain a 'Hold' rating. Read the full article on Seeking AlphaSeeking Alpha • Oct 30MSCI: Reiterate Buy Rating On Positive Demand Recovery TrendSummary I maintain a buy rating for MSCI due to strong underlying growth, solid demand outlook, and improved fund inflows despite a challenging macro environment. MSCI's 3Q24 revenue grew 15.9% y/y, beating expectations, with robust growth in index and analytics segments, and expanding profit margins. Elevated cancellations and longer sales cycles are near-term challenges, but the recovery in fund inflows and record high AUM balances are positive indicators. Read the full article on Seeking Alphaお知らせ • Oct 30MSCI Inc. Declares Cash Dividend for the Fourth Quarter of 2024, Payable on November 29, 2024MSCI Inc. declared cash dividend of $1.60 per share for fourth quarter 2024, payable on November 29, 2024, to shareholders of record as of the close of trading on November 15, 2024.Reported Earnings • Oct 29Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$3.58 (up from US$3.28 in 3Q 2023). Revenue: US$724.7m (up 16% from 3Q 2023). Net income: US$280.9m (up 8.2% from 3Q 2023). Profit margin: 39% (down from 42% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Oct 29MSCI Inc. (NYSE:MSCI) announces an Equity Buyback for $1,500 million worth of its shares.MSCI Inc. (NYSE:MSCI) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its common shares.お知らせ • Oct 25+ 1 more updateMSCI Inc. Appoints Dr. Richard Mattison as Head of ESG and Climate, Effective October 29MSCI Inc. has appointed Dr. Richard Mattison as Head of ESG and Climate, effective October 29. In this role, Mattison will lead the firm’s ESG and Climate product development and business strategy. He will work closely with leaders across MSCI, including Chairman and CEO Henry Fernandez and President Baer Pettit, to drive innovation and scale throughout the ESG and Climate product franchise and build integrated solutions that empower investors to remain at the forefront of sustainable investing. Mattison is based in London and will report to Alvise Munari, Chief Product Officer. Mattison has over 20 years of experience in sustainable finance and previously served as President of S&P Global’s sustainability unit. Mattison was also Chief Executive Officer of Trucost Plc, a company that pioneered climate analytics, which was sold to S&P Global in 2016. Throughout the course of his career, he has advised various financial institutions, companies and governments on how to integrate sustainability and climate change analysis into their decision making. Mattison was a member of the EU’s High Level Expert Group on Sustainable Finance and a member of the People’s Bank of China’s Green Finance Taskforce, both of which were instrumental in guiding policy in those jurisdictions. He is currently a Senior Advisor to the Taskforce for Nature-related Financial Disclosures (TNFD).Seeking Alpha • Oct 09MSCI: Dividend Yield On Cost Might Surprise YouSummary MSCI's strong business model and subscription-based index offerings drive predictable, high-margin revenues, making it a dominant player in the financial industry. The company's financial performance is outstanding, with consistent revenue growth, high profitability ratios, and impressive free cash flow margins. Despite its strengths, MSCI's current share price is overvalued; a fair value is estimated at $397 per share, suggesting a wait for a price drop. MSCI's rapid dividend growth and buybacks make it attractive for long-term investors, but it should be bought at a more reasonable price. Read the full article on Seeking Alphaお知らせ • Oct 01MSCI Inc. to Report Q3, 2024 Results on Oct 29, 2024MSCI Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 29, 2024Recent Insider Transactions • Aug 30Insider recently sold US$1.0m worth of stockOn the 28th of August, Robert Gutowski sold around 2k shares on-market at roughly US$575 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$4.2m more than they sold in the last 12 months.Seeking Alpha • Aug 21MSCI: How 'The Customer Is Always Right' Leads To Shareholder ReturnsSummary MSCI provides investment decision support tools and solutions for institutional investors globally. Their products include indices, portfolio construction software, ESG solutions, and private asset data analysis. MSCI's revenues are leveraged to stock market capitalization levels, with a focus on integrated offerings and excellent service. MSCI's balance sheet has significant negative tangible book value, which I would understand as a vote of confidence from bondholders who are willing to hold unsecured notes in MSCI. MSCI knows that the customer is always right - no matter how controversial, self-contradictory, or ineffective the customers' desires happen to be. Happy customers lead to good profit. MSCI, by an operating cash flow yield metric, is currently trading near an extreme high relative market valuation, but still has great long-term buy-and-hold prospects. Read the full article on Seeking AlphaUpcoming Dividend • Aug 09Upcoming dividend of US$1.60 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.3%).お知らせ • Aug 01MSCI Inc. Appoints Michelle Seitz to the Board of DirectorsMSCI Inc. announced that Michelle Seitz, the former Chair and CEO of Russell Investments, has been appointed to serve as an independent director on MSCI’s Board of Directors (the “Board”), effective August 5, 2024. Ms. Seitz will serve as a member of the Audit and Risk Committee of the Board. Ms. Seitz’s appointment comes after an extensive search initiated last year. Michelle Seitz, a seasoned business executive and investor, is the Founder and CEO of MeydenVest Partners, a private investment and strategic advisory firm launched in 2022. Prior to this, she served as the Chair and CEO of Russell Investments, one of the world’s largest asset management firms, where she enhanced profitability and scalability. Before Russell Investments, Ms. Seitz held various leadership roles at William Blair, including CEO of William Blair Investment Management, where she led the firm to achieve fivefold growth, establishing it as an internationally recognized global asset and wealth management firm. Currently, she also serves as a director on the board of SANA Biotechnology (NASDAQ: SANA). Ms. Seitz is a graduate of the Kelley School of Business at Indiana University, and is a Chartered Financial Analyst (CFA). She has been recognized as one of the most influential women in U.S. finance.お知らせ • Jul 27MSCI Inc. Announces Resignation of Chirantan “Cj” Desai as Board of DirectorsOn July 25, 2024, Chirantan “CJ” Desai notified the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) of his resignation from service as a director of the Company, effective the same date. Mr. Desai’s decision to resign is not because of a disagreement with the Company or the Board on any matter relating to the Company’s operations, policies or practices.Declared Dividend • Jul 25Second quarter dividend of US$1.60 announcedShareholders will receive a dividend of US$1.60. Ex-date: 16th August 2024 Payment date: 30th August 2024 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 (40% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 24% 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 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Jul 24Price target increased by 7.3% to US$587Up from US$547, the current price target is an average from 12 analysts. New target price is 9.9% above last closing price of US$534. Stock is down 4.1% over the past year. The company is forecast to post earnings per share of US$13.65 for next year compared to US$14.45 last year.Seeking Alpha • Jul 24MSCI: Valuation Is Still Cheap And Business Growth Remains RobustSummary MSCI stock continues to receive a buy rating given the strong growth indicators and cheap valuation compared to the market. 2Q24 earnings beat estimates with revenue growth across all segments, showing healthy growth potential despite macro impacts on active asset managers. MSCI partnership with Moody's enhances ESG & Climate offering. Read the full article on Seeking Alpha決済の安定と成長配当データの取得安定した配当: MSCIの1株当たり配当金は過去10年間安定しています。増加する配当: MSCIの配当金は過去10年間にわたって増加しています。配当利回り対市場MSCI 配当利回り対市場MSCI 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (MSCI)1.4%市場下位25% (US)1.4%市場トップ25% (US)4.3%業界平均 (Capital Markets)2.1%アナリスト予想 (MSCI) (最長3年)1.8%注目すべき配当: MSCIの配当金 ( 1.39% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) と比べると目立ったものではありません。高配当: MSCIの配当金 ( 1.39% ) はUS市場の配当金支払者の上位 25% ( 4.25% ) と比較すると低いです。株主への利益配当収益カバレッジ: MSCIの 配当性向 ( 42.6% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: MSCIの 現金配当性向 ( 40.7% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management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2026/05/22 21:37終値2026/05/22 00:00収益2026/03/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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. 14 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。29 アナリスト機関Manav PatnaikBarclaysArnaud Maurice GiblatBNP ParibasGregory SimpsonBNP Paribas26 その他のアナリストを表示
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%).
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.
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.
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.
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.
Recent Insider Transactions • 23hChairman 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%).
ライブニュース • May 08MSCI Surpasses Q1 Forecasts With 14% Revenue Growth on AI Momentum and AcquisitionsMSCI reported Q1 2026 revenue of US$850.8m, up 14.1% year on year, with adjusted EPS of US$4.55, both above Wall Street expectations. Organic revenue growth of more than 13% was supported by broad-based subscription gains across Index, Analytics and Private Capital Solutions, plus record inflows into equity ETFs linked to MSCI indexes. The company completed three bolt-on acquisitions, including Compass Financial Technologies, and highlighted AI-driven product development and operations as key contributors to revenue growth and efficiency, while reaffirming full-year 2026 guidance. For investors, the key takeaway is that MSCI is seeing growth across several core lines at the same time. Index-linked ETF inflows, recurring subscriptions and newer areas such as Private Capital Solutions all contributed, which indicates a business that is not relying on a single revenue lever. The reaffirmed 2026 guidance indicates that management is comfortable with how the year is tracking so far, even with pressure in sustainability, climate products and real assets. MSCI is also leaning heavily into AI, both in client-facing products and internal processes. Management links this to faster product launches and improved efficiency. The recent acquisitions, including Compass Financial Technologies, expand indexing and private capital capabilities and may help MSCI address more specialized client needs over time. When evaluating MSCI, it can be useful to focus on the durability of its subscription base, the trajectory of ETF-linked inflows, and how successfully new AI and custom index offerings are being adopted across regions such as Asia Pacific.
ナラティブの更新 • 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.
Seeking Alpha • Apr 21MSCI: Record Sales And High Retention Prove This Compounder Is A BuySummary MSCI delivered strong Q1 2026 results, with adjusted EPS up 14.1% and operating revenue up 13.8%, despite AI-driven disruption fears. MSCI’s index and analytics segments posted double-digit growth, with retention rates at 95.4% and operating margins reaching 53.7%, reinforcing business resilience. Shareholder returns remain robust, with $464M in buybacks at $555/share and a 14% dividend increase, supported by $1.7B in remaining buyback authorization. I maintain a long-term buy rating on MSCI, expecting at least ~10% annual returns, but caution on short-term risks tied to market downturns and asset-based fee sensitivity. Read the full article on Seeking Alpha
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.
ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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
分析記事 • Jun 25Earnings Not Telling The Story For MSCI Inc. (NYSE:MSCI)With a price-to-earnings (or "P/E") ratio of 39x MSCI Inc. ( NYSE:MSCI ) may be sending very bearish signals at the...
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.
Seeking Alpha • Dec 04MSCI: Quality Business At A Decent ValuationSummary MSCI remains a "strong buy" due to its duopolistic market position, sustainable growth, and undervaluation despite recent price increases. The company boasts a strong revenue CAGR of 13% and a free cash flow margin of 48.5%, driven by its asset-light business model. Risks include cyclical demand in the ESG segment and elevated net debt, though debt maturity is well-managed with conservative interest coverage. MSCI's valuation remains attractive, with a price-to-free cash flow ratio 15.8% lower than the historical average, indicating continued undervaluation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 10MSCI: It'll Take A Little Longer For Fundamentals To Catch UpSummary MSCI's third-quarter results showed revenue acceleration and margin improvements but didn't indicate a significant trend change relative to competition. Despite good results, MSCI's valuation remains high compared to peers like S&P Global, which have more diversified and wide-moat businesses. At 35 times '25 earnings, MSCI is above a 2x PEG, making it unattractive; thus, I maintain a 'Hold' rating. Read the full article on Seeking Alpha
Seeking Alpha • Oct 30MSCI: Reiterate Buy Rating On Positive Demand Recovery TrendSummary I maintain a buy rating for MSCI due to strong underlying growth, solid demand outlook, and improved fund inflows despite a challenging macro environment. MSCI's 3Q24 revenue grew 15.9% y/y, beating expectations, with robust growth in index and analytics segments, and expanding profit margins. Elevated cancellations and longer sales cycles are near-term challenges, but the recovery in fund inflows and record high AUM balances are positive indicators. Read the full article on Seeking Alpha
お知らせ • Oct 30MSCI Inc. Declares Cash Dividend for the Fourth Quarter of 2024, Payable on November 29, 2024MSCI Inc. declared cash dividend of $1.60 per share for fourth quarter 2024, payable on November 29, 2024, to shareholders of record as of the close of trading on November 15, 2024.
Reported Earnings • Oct 29Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$3.58 (up from US$3.28 in 3Q 2023). Revenue: US$724.7m (up 16% from 3Q 2023). Net income: US$280.9m (up 8.2% from 3Q 2023). Profit margin: 39% (down from 42% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29MSCI Inc. (NYSE:MSCI) announces an Equity Buyback for $1,500 million worth of its shares.MSCI Inc. (NYSE:MSCI) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its common shares.
お知らせ • Oct 25+ 1 more updateMSCI Inc. Appoints Dr. Richard Mattison as Head of ESG and Climate, Effective October 29MSCI Inc. has appointed Dr. Richard Mattison as Head of ESG and Climate, effective October 29. In this role, Mattison will lead the firm’s ESG and Climate product development and business strategy. He will work closely with leaders across MSCI, including Chairman and CEO Henry Fernandez and President Baer Pettit, to drive innovation and scale throughout the ESG and Climate product franchise and build integrated solutions that empower investors to remain at the forefront of sustainable investing. Mattison is based in London and will report to Alvise Munari, Chief Product Officer. Mattison has over 20 years of experience in sustainable finance and previously served as President of S&P Global’s sustainability unit. Mattison was also Chief Executive Officer of Trucost Plc, a company that pioneered climate analytics, which was sold to S&P Global in 2016. Throughout the course of his career, he has advised various financial institutions, companies and governments on how to integrate sustainability and climate change analysis into their decision making. Mattison was a member of the EU’s High Level Expert Group on Sustainable Finance and a member of the People’s Bank of China’s Green Finance Taskforce, both of which were instrumental in guiding policy in those jurisdictions. He is currently a Senior Advisor to the Taskforce for Nature-related Financial Disclosures (TNFD).
Seeking Alpha • Oct 09MSCI: Dividend Yield On Cost Might Surprise YouSummary MSCI's strong business model and subscription-based index offerings drive predictable, high-margin revenues, making it a dominant player in the financial industry. The company's financial performance is outstanding, with consistent revenue growth, high profitability ratios, and impressive free cash flow margins. Despite its strengths, MSCI's current share price is overvalued; a fair value is estimated at $397 per share, suggesting a wait for a price drop. MSCI's rapid dividend growth and buybacks make it attractive for long-term investors, but it should be bought at a more reasonable price. Read the full article on Seeking Alpha
お知らせ • Oct 01MSCI Inc. to Report Q3, 2024 Results on Oct 29, 2024MSCI Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 29, 2024
Recent Insider Transactions • Aug 30Insider recently sold US$1.0m worth of stockOn the 28th of August, Robert Gutowski sold around 2k shares on-market at roughly US$575 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$4.2m more than they sold in the last 12 months.
Seeking Alpha • Aug 21MSCI: How 'The Customer Is Always Right' Leads To Shareholder ReturnsSummary MSCI provides investment decision support tools and solutions for institutional investors globally. Their products include indices, portfolio construction software, ESG solutions, and private asset data analysis. MSCI's revenues are leveraged to stock market capitalization levels, with a focus on integrated offerings and excellent service. MSCI's balance sheet has significant negative tangible book value, which I would understand as a vote of confidence from bondholders who are willing to hold unsecured notes in MSCI. MSCI knows that the customer is always right - no matter how controversial, self-contradictory, or ineffective the customers' desires happen to be. Happy customers lead to good profit. MSCI, by an operating cash flow yield metric, is currently trading near an extreme high relative market valuation, but still has great long-term buy-and-hold prospects. Read the full article on Seeking Alpha
Upcoming Dividend • Aug 09Upcoming dividend of US$1.60 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.3%).
お知らせ • Aug 01MSCI Inc. Appoints Michelle Seitz to the Board of DirectorsMSCI Inc. announced that Michelle Seitz, the former Chair and CEO of Russell Investments, has been appointed to serve as an independent director on MSCI’s Board of Directors (the “Board”), effective August 5, 2024. Ms. Seitz will serve as a member of the Audit and Risk Committee of the Board. Ms. Seitz’s appointment comes after an extensive search initiated last year. Michelle Seitz, a seasoned business executive and investor, is the Founder and CEO of MeydenVest Partners, a private investment and strategic advisory firm launched in 2022. Prior to this, she served as the Chair and CEO of Russell Investments, one of the world’s largest asset management firms, where she enhanced profitability and scalability. Before Russell Investments, Ms. Seitz held various leadership roles at William Blair, including CEO of William Blair Investment Management, where she led the firm to achieve fivefold growth, establishing it as an internationally recognized global asset and wealth management firm. Currently, she also serves as a director on the board of SANA Biotechnology (NASDAQ: SANA). Ms. Seitz is a graduate of the Kelley School of Business at Indiana University, and is a Chartered Financial Analyst (CFA). She has been recognized as one of the most influential women in U.S. finance.
お知らせ • Jul 27MSCI Inc. Announces Resignation of Chirantan “Cj” Desai as Board of DirectorsOn July 25, 2024, Chirantan “CJ” Desai notified the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) of his resignation from service as a director of the Company, effective the same date. Mr. Desai’s decision to resign is not because of a disagreement with the Company or the Board on any matter relating to the Company’s operations, policies or practices.
Declared Dividend • Jul 25Second quarter dividend of US$1.60 announcedShareholders will receive a dividend of US$1.60. Ex-date: 16th August 2024 Payment date: 30th August 2024 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 (40% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 24% 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 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Jul 24Price target increased by 7.3% to US$587Up from US$547, the current price target is an average from 12 analysts. New target price is 9.9% above last closing price of US$534. Stock is down 4.1% over the past year. The company is forecast to post earnings per share of US$13.65 for next year compared to US$14.45 last year.
Seeking Alpha • Jul 24MSCI: Valuation Is Still Cheap And Business Growth Remains RobustSummary MSCI stock continues to receive a buy rating given the strong growth indicators and cheap valuation compared to the market. 2Q24 earnings beat estimates with revenue growth across all segments, showing healthy growth potential despite macro impacts on active asset managers. MSCI partnership with Moody's enhances ESG & Climate offering. Read the full article on Seeking Alpha
