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 updated its 2025 interest expense outlook after issuing $1.25 billion of 5.25% senior notes due 2035 and repaying borrowings under its revolving credit facility on August 11, 2025. The company now expects full-year 2025 interest expense (including amortization of financing fees) of approximately $205 to $209 million, up from prior guidance of $182 to $186 million. For the quarter ending September 30, 2025, MSCI currently expects interest expense of approximately $54 to $55 million.
The company attributes the change to the August 2025 issuance and the resulting higher expected debt balance for 2025. Other components of its previously issued full-year 2025 guidance remain unchanged. MSCI notes its guidance depends on macroeconomic and capital markets assumptions and warns actual results could differ materially.
Linda H. Riefler, a director of MSCI Inc. (MSCI), reported a non-derivative acquisition of 20,583 common shares on 08/29/2025. The shares were issued at no cash price as part of MSCI's dividend payment and credited under the MSCI Inc. Non-Employee Directors Deferral Plan. Under the deferral election, Riefler has chosen to postpone receipt of the shares until the 60th day after her separation from service as a director. The Form 4 was signed on behalf of the reporting person by an attorney-in-fact on 09/02/2025.
MSCI Inc. Form 4 summary: Director June Yang reported a transaction dated 08/29/2025 in which 1 share of MSCI common stock was acquired at $0 as a dividend under MSCI's Non-Employee Directors Deferral Plan. After the reported transaction the filing shows 512 shares beneficially owned by the reporting person in a direct capacity.
The filing notes the acquired share was deferred under the director deferral plan and will be delivered on the 60th day after the reporting person's separation from service as a director. The Form 4 was signed by an attorney-in-fact, Cecilia Aza, on 09/02/2025.
Robin Matlock, a director of MSCI Inc. (MSCI), reported a small, non‑cash share accrual on 08/29/2025. The filing shows the acquisition of 4 common shares at an effective price of $0 as a dividend issuance under MSCI's Non‑Employee Directors Deferral Plan, bringing the reporting person’s direct beneficial ownership to 1,628 shares. Under the deferral plan, the deferred shares will not be distributed until the earlier of June 1, 2033 or the 60th day after the director’s separation from service. The Form 4 was signed by an attorney‑in‑fact on 09/02/2025.
MSCI Inc. entered into a Third Amended and Restated Credit Agreement on August 20, 2025, replacing its prior facility. The agreement increases total revolving commitments to $1.60 billion, up from $1.25 billion, and extends availability to August 20, 2030, providing a longer-dated source of liquidity for general corporate purposes, including working capital and acquisitions permitted under the agreement.
The new unsecured senior facility keeps the maximum consolidated leverage ratio at 4.25:1.00, or 4.50:1.00 for four quarters following a material acquisition, while changing the interest coverage covenant so it is tested at fiscal quarter-end only if MSCI lacks investment-grade ratings from at least two of Moody’s, S&P or Fitch. It also removes the 0.10% Term SOFR adjustment that previously applied to Term SOFR-based borrowings, and retains customary covenants and events of default that are generally similar to the prior agreement with certain modifications in favor of the company and its subsidiaries.
MSCI Inc. completed a public offering of $1.25 billion aggregate principal amount of 5.250% senior unsecured notes due 2035 on August 8, 2025. The securities were sold under an underwriting agreement dated August 5, 2025, with J.P. Morgan Securities LLC and BofA Securities, Inc. as representatives, and were registered on Form S-3 (File No. 333-277791) using a prospectus dated March 8, 2024 and a prospectus supplement dated August 5, 2025. The notes were issued under an Indenture with Wilmington Trust, National Association, as trustee, supplemented by a First Supplemental Indenture dated August 8, 2025. An opinion of Davis Polk & Wardwell LLP relating to the legality of the notes is filed as Exhibit 5.1.