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. filings document formal disclosures for its index, analytics, sustainability and climate, and private-assets data businesses. Recent Form 8-K reports furnish quarterly and annual financial results, non-GAAP reconciliations, Regulation FD updates, financing-related interest expense outlook, and material definitive agreements tied to ETF index licensing.
MSCI's proxy and governance filings cover annual meeting voting, director elections, advisory executive compensation votes, auditor ratification, board composition, and executive compensation disclosures. Other current reports document officer transitions and related governance changes, including principal accounting officer and senior leadership succession matters.
MSCI Inc. reported strong Q2 2026 results, with operating revenues of $867.0 million and operating income of $487.5 million. Net income was $342.0 million, or diluted EPS of $4.69. For the first six months of 2026, operating revenues reached $1,717.8 million and net income $748.0 million, or $10.23 per diluted share.
Growth was driven by higher recurring subscriptions and a 26.6% increase in asset-based fees, mainly from ETFs and non-ETF products linked to MSCI indexes. Average AUM in ETFs linked to MSCI equity indexes in Q2 2026 was $2,706 billion. Adjusted EBITDA for the first half was $1,043.2 million, with a 60.7% margin.
Operating expenses rose 8.0% year to date, reflecting higher compensation, technology, market data and professional fees. The effective tax rate fell to 7.3% due to an $88.0 million discrete tax benefit from an internal legal entity restructuring. Operating cash flow was $677.6 million, supporting $544.3 million of share repurchases, $298.9 million of dividends and acquisitions. Three acquisitions closed for $95.5 million in aggregate, and MSCI agreed to acquire First Street Technology for $120.0 million in cash plus potential earn-out payments. Total debt principal outstanding was $6,425.0 million at June 30, 2026.
MSCI Inc. reported higher revenue and earnings for the quarter ended June 30, 2026. Operating revenues were $867.0 million, up 12.2% from $772.7 million a year earlier, supported by 26.6% growth in asset-based fees and 9.0% growth in recurring subscriptions. Net income rose to $342.0 million and diluted EPS to $4.69, while operating margin improved to 56.2% and adjusted EBITDA reached $538.5 million with a 62.1% margin.
For the first six months of 2026, operating revenues were $1,717.8 million and net income $748.0 million, with free cash flow of $604.4 million. AUM in ETFs linked to MSCI equity indexes reached $2,818 billion at June 30, 2026, and total Run Rate increased to $3,479.7 million. Updated 2026 guidance includes operating expenses of $1,535–$1,575 million and free cash flow of $1,485–$1,545 million, assuming the First Street acquisition closes in the third quarter of 2026.
MSCI Inc. Chief Financial Officer Andrew C. Wiechmann sold 450 shares of common stock in an open-market transaction at $604.56 per share. The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on September 3, 2025. Following this planned sale, he directly owns 22,094 MSCI shares.
MSCI filed a Form 144 reporting the proposed sale of 450 shares of Common Stock by Andrew Craig Wiechmann. The filing lists the securities as Performance and Restricted Stock with a grant date of 02/05/2024 and shows a sale date of 03/17/2026 and aggregate proceeds of $252,000.00.
Taneja Rajat reported acquisition or exercise transactions in this Form 4 filing.
MSCI Inc. director Rajat Taneja received a grant of 42 shares of common stock on June 2, 2026. The Form 4 states this was taken, at his election, in lieu of his pro-rated cash retainer for committee service. Following this award, he directly holds 3,618 shares of MSCI common stock.
MSCI Inc. director June Yang acquired 2 shares of common stock in connection with MSCI’s dividend payment. This raised her directly owned stake to 904 shares. One of the 2 new shares is tied to her unvested RSUs and remains subject to the same vesting conditions.
The other new share, plus the RSU-related share, is deferred under MSCI’s Non-Employee Directors Deferral Plan. One share will be delivered on the 60th day after her separation from service as a director, and the other on the earlier of June 1, 2031 or that same post-service date.
MSCI Inc. director Robin Matlock acquired 6 shares of common stock in connection with a dividend paid by the company. The shares were received at no stated price and increased her direct holdings to 2,031 shares.
According to the disclosure, 1 of the 6 shares relates to unvested RSUs and remains subject to the same vesting conditions as those RSUs. Under MSCI’s Non-Employee Directors Deferral Plan, she has elected to defer receipt of these shares until the earlier of June 1, 2033 and the 60th day after her separation from service as a director.
MSCI Inc. director Linda H. Riefler reported a small stock award tied to a dividend payment. On the reported date, she acquired 7 shares of MSCI common stock at no cost in connection with MSCI’s dividend. Following this award, she directly holds 20,990 shares.
According to the disclosure, 1 of the 7 shares is linked to her unvested restricted stock units and remains subject to the same vesting conditions as those RSUs. Under MSCI’s Non-Employee Directors Deferral Plan, she has elected to defer delivery of these shares until the 60th day after her separation from service as a director.
MSCI Inc. Chairman and CEO Henry A. Fernandez bought 4,000 shares of MSCI common stock in open-market transactions on May 15, 2026. The purchases were executed in multiple trades at weighted average prices between about $558.85 and $565.17 per share, bringing his direct holdings to 1,728,081 shares.
In addition to these shares, he has indirect ownership through family members and a 2007 Children's Trust, and holds several stock option and premium option awards over MSCI common stock that extend into the 2030s.
MSCI Inc. director Paula Volent reported receiving a grant of 388 shares of common stock in the form of restricted stock units at a price of $0.00 per share. These restricted stock units vest on May 1, 2027, reflecting compensation rather than an open-market purchase.
After this award, Volent directly holds a total of 4,245 shares of MSCI common stock. The filing records a single acquisition transaction and does not show any sales or option exercises.