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 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.
MSCI Inc. is asking shareholders to elect 11 directors, approve its advisory say‑on‑pay proposal and ratify PwC as independent auditor at the 2026 virtual annual meeting.
In 2025, MSCI posted its 11th straight year of double‑digit adjusted EPS growth, total run rate above $3.3 billion, and record $204 billion ETF inflows into MSCI index‑linked products, supporting about $7 trillion in linked assets. The company returned $2.4 billion via share repurchases and $557 million in dividends, and added new AI, cloud and asset‑management experts to the board.
Management highlights accelerated AI‑driven product innovation, expansion in private markets and wealth, and a compensation program that keeps over 90% of the CEO’s regular annual pay at risk through incentives tied mainly to revenue, adjusted EPS, total net sales and absolute TSR.
MSCI Inc. director June Yang reported acquiring 1 share of MSCI common stock on February 27, 2026, coded as a grant or award with a price of $0.00 per share. After this transaction, Yang directly holds 514 shares. According to the Non-Employee Directors Deferral Plan, receipt of these dividend-related shares is deferred until the 60th day after Yang’s separation from service as a director.