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. chairman and CEO Henry Fernandez reported multiple open‑market purchases of MSCI common stock on 12/05/2025. The trades were executed in numerous small lots, with weighted average purchase prices ranging from about $531.57 to $541.90 per share, including blocks such as 3,190 shares at $535.51 and 1,892 shares at $536.34.
Following these transactions, Fernandez directly held 1,487,047 shares of MSCI common stock. In addition, the Fernandez 2007 Children’s Trust held 335,069 shares, and the Henry Fernandez 2024 MSCI Annuity Trust held 309,821 shares. Separate indirect holdings of 15,400 shares were reported for a son and 15,400 shares for a daughter. The filing notes that many trades were executed in price ranges, with reported prices shown as weighted averages.
MSCI Inc. reported that one of its directors acquired additional common stock through a company dividend program. On 11/28/2025, the director received 513 shares of MSCI common stock at a price of $0, reflecting shares credited in connection with MSCI Inc.'s payment of a dividend. Under the MSCI Inc. Non-Employee Directors Deferral Plan, the director has elected to defer receipt of these shares until the 60th day after their separation from service as a director. Following this transaction, the director beneficially owns 513 shares, held in direct form.
MSCI Inc. reported an insider transaction showing a company director acquiring additional common stock through a dividend-related award. On 11/28/2025, the director received 6 shares of MSCI common stock at a stated price of $0, increasing the director’s direct beneficial ownership to 20,589 shares. The shares were credited in connection with MSCI Inc.'s payment of a dividend and are subject to the MSCI Inc. Non-Employee Directors Deferral Plan, under which the director elected to defer receipt of the shares until the 60th day after the director’s separation from service as a board member.
MSCI Inc. director reports stock accrued from dividend under deferral plan
An MSCI Inc. director reported acquiring 1,632 shares of MSCI common stock on 11/28/2025. The shares were received at a price of $0 in connection with MSCI Inc.'s payment of a dividend, rather than through an open-market purchase. Following this transaction, the director beneficially owns 1,632 shares directly.
Under the MSCI Inc. Non-Employee Directors Deferral Plan, the director has elected to defer receipt of these shares until the earlier of June 1, 2033 and the 60th day after the director's separation from service as a board member. This filing reflects administrative reporting of equity compensation linked to dividend payments, not a discretionary trade in MSCI stock.
MSCI Inc. reported a Form 4 transaction by its General Counsel, who is an officer of the company. On 12/01/2025, the reporting person made a charitable gift of 90 shares of MSCI common stock, coded as a gift transaction. The price is shown as $0, reflecting that the shares were donated rather than sold.
After this gift, the reporting person beneficially owns 15,675 shares of MSCI common stock directly. The filing notes that the gift was made to a non-profit organization on behalf of the reporting person.
MSCI Inc. General Counsel reports stock sale and charitable gift. An MSCI Inc. officer serving as General Counsel filed a Form 4 reporting two transactions in the company’s common stock.
On 11/24/2025, the reporting person sold 624 shares of MSCI common stock at a price of $558.42 per share. On 11/25/2025, 180 shares were transferred as a charitable gift to an educational institution on behalf of the reporting person. After these transactions, the officer directly beneficially owned 15,765 shares of MSCI common stock.
MSCI filed a Form 144 notice for a planned sale of restricted securities under Rule 144. The filing covers the proposed sale of 624 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of 348454.08. The filing notes that 75,139,539 shares of the same class are outstanding.
The seller acquired these shares over several years from the issuer through equity awards, including restricted stock and performance shares. Notable grants include 75 shares of restricted stock on 02/06/2022, 74 performance shares on 02/05/2024, and 320 restricted shares on 02/03/2025, all listed as not requiring separate cash payment. By signing the notice, the seller represents they are not aware of undisclosed material adverse information about MSCI’s operations.
MSCI Inc. announced that C.D. Baer Pettit has decided to retire from the company, triggering a staged leadership transition. He stopped serving as Chief Operating Officer on November 12, 2025, and will step down as President and as a member of the Board of Directors effective March 1, 2026. From March 1, 2026 through a date in the third quarter of 2026, he is expected to serve in an advisory role to help ensure a smooth handover of responsibilities. On March 1, 2026, Chief Executive Officer Henry A. Fernandez will also take on the title of President with no changes to his compensation, and the Board size will be reduced from twelve to eleven directors.
MSCI Inc. completed a public offering of $500.0 million aggregate principal amount of 5.150% senior unsecured notes due 2036. The sale was registered on Form S-3 (File No. 333-277791) and offered via a prospectus dated March 8, 2024 and a prospectus supplement dated October 30, 2025.
Following the issuance, MSCI updated its full-year 2025 guidance for interest expense (including amortization of financing fees) to approximately $210 to $213 million, compared with prior guidance of $205 to $209 million, reflecting changes in expected average debt balances and effective rates. MSCI notes that SOFR-driven changes to variable-rate borrowings and overall indebtedness levels can affect interest expense, while the majority of its debt consists of fixed-rate senior unsecured notes.
The notes were issued under an Indenture dated August 8, 2025 and a Second Supplemental Indenture dated November 6, 2025, with Wilmington Trust, National Association, as trustee.
MSCI Inc. reported higher results for Q3 2025. Operating revenue rose to $793,426 thousand from $724,705 thousand, and net income increased to $325,386 thousand from $280,901 thousand. Diluted EPS was $4.25 versus $3.57. Operating income was $447,690 thousand.
By segment this quarter: Index revenue was $451,160 thousand, Analytics $182,170 thousand, and Sustainability and Climate $90,125 thousand. For the first nine months, operating cash flow was $1,087,316 thousand.
The company strengthened its capital structure, issuing $1,250,000 thousand of 5.250% senior unsecured notes due 2035 and expanding its revolving credit facility to $1,600,000 thousand, extended to 2030. Long‑term debt stood at $5,507,771 thousand.
Shareholder returns remained active: MSCI repurchased 2,703 thousand shares for $1,512,260 thousand year‑to‑date at an average price of $559.44 and declared quarterly dividends of $1.80 per share. Subsequent to quarter end, the Board authorized a new $3,000,000 thousand repurchase program and declared a $1.80 dividend payable November 28, 2025 to holders of record November 14, 2025.