MSCI Inc. (MSCI)

Name: MSCI Inc. (MSCI): results, filings decoded, planned insider sales, 13F holders, insiders, Congress and short interest
Creator: GreekSoup
License: https://creativecommons.org/licenses/by/4.0/

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MSCI Inc. (MSCI) reported revenue of $867 million for Q2 FY2026, the quarter ended 30 June 2026, up 12.2% on the same quarter a year earlier. Net income was $342 million, up 12.6% on the year, and diluted earnings per share $4.69. The figures are the company's own, from the 10-Q it filed with the SEC on 21 July 2026.

Revenue$867 millionup 12.2%

Net income$342 millionup 12.6%

Diluted EPS$4.69

QuarterQ2 FY2026ended 30 June 2026

Ratios

From the filings

ROEn/a

ROCEn/a

Operating margin55.7%

Net margin40.7%

FCF margin47.9%

Interest cover7.21

Debt to equityn/a

Cash conversion1.20

Share count, 1 year-6.0%

Sales CAGR, 3 years11.7%

Profit CAGR, 3 years11.4%

EPS, TTM$18.28

At the close of 21 September 2026

Price$558.97

Market cap$40.6 billion

Stock P/E30.58

Price to bookn/a

EV / EBITDA23.74

Dividend yield1.4%

Market cap / sales12.19

52-week high$643.83

52-week low$511.84

Price, 1 year-0.1%

Price CAGR, 3 years2.9%

Price CAGR, 5 years-2.8%

Every figure is arithmetic on the filed lines (hover a name for the formula); the priced ones use the latest daily close, CBOE delayed quotes, daily history, by CBOE, for splits. Debt to equity here stands on long-term debt as MSCI Inc. files it, with lease liabilities counted separately and never inside it. Nothing here is a valuation or a view.

Price, 17 September 2021 to 21 September 2026

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50-day average 200-day average Volume

Daily closes from CBOE delayed quotes, daily history, by CBOE, for splits; the last is 21 September 2026. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on MSCI

Filings	17 in twelve months: 10 current reports (8-K), about 4 results of operations; 3 officer or director change; 2 regulation fd disclosure; 2 other events; 1 shareholder vote
Planned insider sales	5 Form 144 notices in twelve months, $7.0 million; latest 10 June 2026
Options tape	put/call 1.92 by open interest on 23 September 2026; the straddle prices a 5.6% move to 16 October 2026
Holders	10 of the followed funds hold it; largest Geode Capital Management; 3 Schedule 13D or 13G filings in twelve months
Insider trading	6 sales and 32 purchases on Form 4 in twelve months
Congress	0 House trades disclosed in six months
Short interest	1.2 million shares short, 2.29 days to cover at 31 August 2026
Documents	the 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 12 quarters

	Q3 FY2023	Q4 FY2023 *	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024 *	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026
Revenue	625	690	680	708	725	744	746	773	793	823	851	867
R&D	31.4	39.2	40.5	41.1	38.6	38.5	47.6	44.1	44.8	41.1	49.6	46.0
Operating income	353	371	339	383	401	405	377	425	448	464	457	488
Operating margin	56%	54%	50%	54%	55%	54%	51%	55%	56%	56%	54%	56%
Interest expense	46.9	47.0	46.7	46.6	46.7	45.5	46.5	46.2	53.6	63.6	69.1	71.0
Pre-tax income	318	468	296	340	357	363	331	378	397	389	389	417
Tax rate	18%	14%	13%	22%	21%	16%	13%	20%	18%	27%	-4%	18%
Net income	260	403	256	267	281	306	289	304	325	285	406	342
Net margin	42%	58%	38%	38%	39%	41%	39%	39%	41%	35%	48%	39%
Diluted EPS	$3.27	$5.06	$3.22	$3.37	$3.57	$3.89	$3.71	$3.92	$4.25	$3.81	$5.53	$4.69
Operating cash flow	291	389	300	349	422	431	302	336	449	501	307	371
Capital expenditure	3.6	3.8	4.3	8.6	6.6	14.2	11.5	11.4	3.9	12.4	2.8	11.0
Free cash flow	288	385	296	341	415	416	290	325	446	489	304	360
Buybacks	18.7	0.0	70.0	242	200	374	213	138	1,226	907	415	168
Dividends paid	109	109	131	127	126	125	144	140	138	135	150	150
Shares outstanding	79m	79m	79m	79m	78m	78m	78m	77m	75m	74m	73m	73m
Filing	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Profit and loss, 12 fiscal years and the trailing twelve months

	FY2014 †	FY2015 †	FY2016 †	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	TTM
Revenue	997	1,075	1,151	1,274	1,434	1,558	1,695	2,044	2,249	2,529	2,856	3,134	3,334
Cost of revenue	277	268	252	274	287	295	292	n/a	n/a	n/a	n/a	n/a	n/a
Gross profit	720	807	899	1,000	1,147	1,263	1,404	n/a	n/a	n/a	n/a	n/a	n/a
Gross margin	72.2%	75.1%	78.1%	78.5%	80.0%	81.1%	82.8%	n/a	n/a	n/a	n/a	n/a	n/a
Research and development	71.1	77.3	75.2	75.9	81.4	98.3	101	112	107	132	159	178	182
Selling, general and administrative	279	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
Operating income	337	404	488	579	687	756	885	1,073	1,208	1,385	1,529	1,714	1,856
Operating margin	33.8%	37.6%	42.4%	45.5%	47.9%	48.5%	52.2%	52.5%	53.7%	54.8%	53.5%	54.7%	55.7%
Interest expense	31.8	62.4	102	116	133	148	156	160	172	187	186	210	257
Pre-tax income	308	350	386	467	630	603	686	858	1,044	1,369	1,356	1,494	1,592
Income tax	109	120	125	163	122	39.7	84.4	132	173	220	247	292	234
Effective tax rate	35.5%	34.2%	32.4%	34.9%	19.4%	6.6%	12.3%	15.4%	16.6%	16.1%	18.2%	19.5%	14.7%
Net income	284	224	261	304	508	564	602	726	871	1,149	1,109	1,202	1,358
Net margin	28.5%	20.8%	22.7%	23.9%	35.4%	36.2%	35.5%	35.5%	38.7%	45.4%	38.8%	38.4%	40.7%
Diluted EPS	$2.43	$2.03	$2.70	$3.31	$5.66	$6.59	$7.12	$8.70	$10.72	$14.39	$14.05	$15.69	$18.28
Filing	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K

Income statement lines from each year's 10-K, the year linked to its filing; TTM is the sum of the last four quarters. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Cash flow and capital returned

	FY2014 †	FY2015 †	FY2016 †	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	TTM
Operating cash flow	306	321	442	404	613	710	811	936	1,095	1,236	1,502	1,588	1,628
Capital expenditure	42.7	40.7	32.3	33.2	30.3	29.1	21.8	13.5	13.6	22.8	33.8	39.3	30.2
Free cash flow	263	281	410	371	583	680	789	923	1,082	1,213	1,468	1,549	1,598
Free cash flow margin	26.4%	26.1%	35.6%	29.1%	40.6%	43.7%	46.6%	45.1%	48.1%	48.0%	51.4%	49.4%	47.9%
Depreciation and amortisation	25.9	30.9	34.3	35.4	31.3	30.0	29.8	28.9	26.9	21.0	17.0	23.4	110
Share-based compensation	26.6	28.6	32.0	36.6	38.9	41.2	51.1	54.9	58.1	71.7	95.2	111	121
Buybacks	410	701	775	150	950	292	779	198	1,398	504	885	2,484	2,716
Dividends paid	20.4	87.7	96.2	120	171	223	246	302	373	441	509	557	573
Dividend per share	$0.18	$0.80	$1.00	$1.32	$1.92	$2.52	$2.92	$3.64	$4.58	$5.52	$6.40	$7.20	$7.70
Diluted shares, weighted	117m	110m	97m	92m	90m	86m	85m	83m	81m	80m	79m	77m	73m
Shares outstanding at period end	112m	101m	91m	90m	84m	85m	83m	82m	80m	79m	78m	74m	73m
Filing	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K

Buybacks and dividends are the cash paid in the year, from the cash flow statement; the dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

	FY2014 †	FY2015 †	FY2016 †	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	TTM
Total assets	2,883	3,147	3,083	3,276	3,388	4,204	4,199	5,507	4,998	5,518	5,445	5,702	5,602
Cash and equivalents	509	778	792	890	904	1,507	1,301	1,421	994	462	409	515	356
Receivables	179	208	222	328	473	499	559	665	663	n/a	n/a	n/a	n/a
Goodwill	1,565	1,566	1,556	1,561	1,546	1,563	1,566	2,236	2,230	2,888	2,915	2,923	2,974
Long-term debt	788	1,579	2,075	2,078	2,576	3,072	3,367	4,161	4,512	4,508	4,511	6,202	6,380
Borrowings, as the company tags them	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	4,548	4,539	4,537	6,250	6,425
Operating lease liabilities	n/a	n/a	n/a	n/a	n/a	164	152	150	132	120	121	108	139
Shareholders' equity	1,433	901	318	401	-166	-76.7	-443	-163	-1,008	-740	-940	-2,655	-2,690
Filing	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K

At the fiscal year end; the TTM column is the latest quarter end. A line the company does not tag under the usual name is left out.

Compounded growth

	10 years	5 years	3 years	TTM
Sales growth, compounded	11.3%	13.1%	11.7%	11.6%
Profit growth, compounded	18.3%	14.8%	11.4%	15.2%
Return on equity, average	n/a	n/a	n/a	n/a

Compounded growth is the latest fiscal year over the year that many years earlier, annualised; the TTM column is the last four quarters over the four before. Return on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Peers: Services-Business Services, Nec

Company	Market cap	P/E	ROE	Op. margin	Sales growth TTM	Debt to equity	Div. yield
Mastercard Inc. MA	$501.2 billion	31.22	289.7%	58.3%	16.0%	4.39	0.6%
Uber Technologies, Inc. UBER	$144.5 billion	15.50	35.1%	12.1%	16.7%	0.47	0.0%
Accenture plc ACN	$114.6 billion	14.87	24.4%	14.5%	6.7%	0.16	3.2%
DoorDash, Inc. DASH	$85.2 billion	100.95	8.5%	4.5%	33.6%	n/a	n/a
Ebay Inc. EBAY	$48.2 billion	22.47	47.6%	20.5%	14.7%	1.10	n/a
PayPal Holdings, Inc. PYPL	$46.9 billion	9.87	25.3%	17.9%	5.8%	0.54	0.3%
MSCI Inc. MSCI	$40.6 billion	30.58	n/a	55.7%	11.6%	n/a	1.4%
Corpay, Inc. CPAY	$26.1 billion	24.19	32.2%	43.7%	20.4%	3.00	n/a
Fiserv Inc. FISV	$24.7 billion	8.92	10.4%	22.3%	-1.2%	0.99	n/a
Global Payments Inc. GPN	$22.7 billion	n/a	n/a	n/a	n/a	0.97	1.2%
Fair Isaac Corp. FICO	$20.0 billion	26.71	n/a	51.7%	24.1%	n/a	n/a
Broadridge Financial Solutions, Inc. BR	$18.8 billion	17.15	39.6%	17.4%	8.5%	1.15	2.4%
Fidelity National Information Services, Inc. FIS	$18.1 billion	5.41	21.0%	15.7%	18.3%	1.06	4.5%
Akamai Technologies Inc. AKAM	$16.9 billion	42.39	8.7%	10.5%	5.9%	n/a	n/a
Costar Group, Inc. CSGP	$11.8 billion	145.20	0.9%	7.6%	22.0%	0.13	n/a
Visa Inc. V	n/a	n/a	62.4%	61.1%	14.4%	0.67	0.2%

The names on this site in the same industry (the SEC's SIC description), by market capitalisation. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close.

Filings

Filing	Period	Filed	Where
10-Q	30 June 2026	21 July 2026	EDGAR
10-Q	31 March 2026	21 April 2026	EDGAR
10-K	31 December 2025	6 February 2026	EDGAR
10-Q	30 September 2025	28 October 2025	EDGAR
10-Q	30 June 2025	22 July 2025	EDGAR
10-Q	31 March 2025	22 April 2025	EDGAR
10-K	31 December 2024	7 February 2025	EDGAR
10-Q	30 September 2024	31 October 2024	EDGAR
10-Q	30 June 2024	23 July 2024	EDGAR
10-Q	31 March 2024	23 April 2024	EDGAR

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