Welcome to our dedicated page for MSCI SEC filings (Ticker: MSCI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
MSCI Inc. (NYSE: MSCI) files a range of documents with the U.S. Securities and Exchange Commission (SEC) that describe its operations, financial condition, capital structure and material events. These include annual reports on Form 10‑K, quarterly reports on Form 10‑Q and current reports on Form 8‑K, as well as registration statements and prospectus supplements for securities offerings. This page brings those filings together and pairs them with AI-powered summaries to help readers understand the key points in each document.
MSCI’s Form 10‑K annual reports provide an overview of its businesses, which encompass index services, portfolio and risk analytics, sustainability and climate offerings and private assets and real estate analytics. These filings also discuss risk factors, intellectual property, regulatory considerations and the company’s role as a provider of research-based data, analytics and indexes for global investors.
Form 10‑Q quarterly reports update financial results and operating metrics between annual filings. They are complemented by Form 8‑K current reports that disclose specific events. Recent 8‑K filings have covered topics such as senior unsecured notes offerings, updates to interest expense guidance, entry into a Third Amended and Restated Credit Agreement, authorization of a share repurchase program and leadership changes at the executive and board level.
MSCI also uses registration statements on Form S‑3 and related prospectus supplements to register senior notes, describing terms such as maturity, interest rate and use of proceeds. Additional exhibits to 8‑K filings include indentures, supplemental indentures, underwriting agreements, legal opinions and credit agreements that define the company’s financing arrangements.
On this page, real-time updates from the SEC’s EDGAR system are combined with AI-generated highlights that explain the structure and implications of MSCI’s filings. Users can quickly see which filings relate to debt issuance, credit facilities, share repurchases, earnings releases or governance changes, and can review the underlying documents for detailed information about MSCI’s obligations, covenants and disclosures.
MSCI Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 4,038,129 shares of MSCI Inc Common Stock as of 03/31/2026, representing 5.52% of the class. The filing states Vanguard has sole dispositive power over 4,038,129 shares and sole voting power over 13,593 shares. The filing describes that holdings include securities held for Vanguard funds and managed accounts for which Vanguard Portfolio Management or its affiliates exercise dispositive authority.
MSCI Inc. Chief Product Officer Alvise J. Munari reported open-market sales of company common stock. On April 24, 2026, he sold a total of 10,000 shares in two non-derivative transactions at prices around $592–$593 per share.
One trade covered 40 shares at $593.31 per share and another covered 9,960 shares at $592.03 per share. A footnote explains the larger sale was executed in multiple trades between $592.00 and $592.99, with the reported price reflecting the weighted average sale price.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice relating to proposed sales of Common shares of MSCI. The filing lists multiple equity award lots by grant date (examples: 2,114; 4,965; 1,309 shares) and shows 10,000 in a summary line with an 04/24/2026 date.
MSCI Inc. reported the results of its virtual annual meeting of stockholders held on April 21, 2026. Stockholders entitled to vote held 73,120,206 shares of common stock, with each share carrying one vote.
All eleven director nominees received a majority of votes cast “for” or “against” and were elected. Proposal 2 received 59,076,413 votes for, 4,061,619 against and 106,659 abstentions, while Proposal 3 was ratified with 65,169,698 votes for, 1,132,416 against and 101,547 abstentions.
MSCI Inc. reported strong results for the quarter ended March 31, 2026, with operating revenues of $850.8 million, up 14.1% from $745.8 million a year earlier, driven mainly by Index products and asset-based fees. Net income rose to $406.0 million from $288.6 million, and diluted EPS increased to $5.53 from $3.71, helped by higher revenues and an $88.0 million discrete tax benefit that produced a (4.3)% effective tax rate. Index revenue grew 17.7% as ETF and non-ETF assets tracked to MSCI equity indexes expanded, while Analytics and Sustainability and Climate segments also delivered mid- to high-single-digit revenue growth. Adjusted EBITDA reached $504.7 million with a 59.3% margin, and total Run Rate increased 12.7% to $3,357.3 million, indicating a larger recurring revenue base. MSCI continued to return capital, repurchasing $399.3 million of stock and declaring dividends of $2.05 per share, while ending the quarter with $6.45 billion of total debt and a consolidated leverage ratio of 2.94x.
MSCI Inc. reported strong first quarter 2026 results with double‑digit growth and solid cash generation. Operating revenues rose to $850.8 million from $745.8 million, a 14.1% increase, driven by higher recurring subscriptions and a 26.6% rise in asset-based fees. Operating income increased to $456.9 million from $377.0 million, and net income grew to $406.0 million from $288.6 million, helped by an $88 million tax benefit from an internal legal entity restructuring.
Basic diluted EPS rose to $5.53 from $3.71, while adjusted EPS, which excludes amortization and discrete tax items, improved to $4.55 from $4.00. Adjusted EBITDA increased to $504.7 million from $425.6 million, with the adjusted EBITDA margin rising to 59.3% from 57.1%. Free cash flow reached $278.0 million, up from $268.8 million, as the company continued share repurchases and dividend payments.
MSCI reaffirmed its full-year 2026 guidance for operating expenses, adjusted EBITDA expenses, interest expense, tax rate, capital expenditures, operating cash flow and free cash flow. Depreciation and amortization guidance was slightly raised to $190–$200 million. Total Run Rate at March 31, 2026 grew 12.7% year over year to $3,357.3 million, and organic operating revenue growth was 13.3%, indicating a healthy recurring revenue base.
MSCI Inc. announced that C. Jack Read, its Global Controller and Chief Accounting Officer and principal accounting officer, has informed the company of his intention to resign to pursue another opportunity. He will remain in his current role until August 9, 2026 to support continuity.
The company states that Mr. Read’s decision to resign is not due to any disagreement regarding financial statements, internal control over financial reporting, operations, policies or practices. MSCI has started a process to identify a successor for the Global Controller and Chief Accounting Officer role.
MSCI Inc. announced that C. Jack Read, its Global Controller and Chief Accounting Officer and principal accounting officer, has informed the company of his intention to resign to pursue another opportunity. He will remain in his current role until August 9, 2026 to support continuity.
The company states that Mr. Read’s decision to resign is not due to any disagreement regarding financial statements, internal control over financial reporting, operations, policies or practices. MSCI has started a process to identify a successor for the Global Controller and Chief Accounting Officer role.
MSCI Inc: The Vanguard Group filed an amendment to its Schedule 13G reporting that, after an internal realignment, certain Vanguard subsidiaries will report disaggregated holdings and beneficial ownership is 0 shares (0%) of MSCI Inc common stock as reported. The amendment cites SEC Release No. 34-39538 (January 12, 1998) as the basis for separate reporting by subsidiaries and states the subsidiaries pursue the same investment strategies previously followed.
MSCI Inc.'s Chief Financial Officer Andrew C. Wiechmann reported an open-market sale of 450 shares of common stock at $560 per share. After this transaction, he directly holds 22,544 shares. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on September 3, 2025, indicating it was scheduled in advance rather than timed discretionarily.