MSCI Inc. (MSCI)
Financials · Financial Data & Analytics · NYSE
A provider of critical investment decision-support tools, including index products, portfolio analytics, and ESG research, serving institutional investors worldwide.
What MSCI Inc. does
MSCI Inc. is a global provider of decision support tools and services for the investment community, offering indices, analytics, data and governance solutions. The company serves asset owners, asset managers, and other financial professionals to help them make informed investment decisions, manage risk, and monitor compliance.
Themes: index and benchmark data, investment management software, ESG and sustainable investing, financial risk management, climate risk analytics
Fundamentals
- Price$563.49 as of 2026-08-21 close
- Market cap$41.0B as of 2026-08-21
- 1-year return-0.7% 2025-08-21 close $567.27 → 2026-08-21 close $563.49
- P/E29.92 as of 2026-08-24
- Net margin+40.7% as of 2026-08-24
- Gross margin+83.0% as of 2026-08-24
- ROE+108.7% as of 2026-08-24
- Debt / equity6.80 as of 2026-08-24
- Revenue growth (YoY)+11.6% as of 2026-08-24
- Revenue CAGR (3y)+11.7% SEC XBRL
- Beta1.25 as of 2026-08-24
- Last reported earnings2026-07-21 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +1.0%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How MSCI compares in its sector
- price-to-earnings ratiotop 25% 525 covered Financials peers, as of 2026-08-24
- net profit margintop 10% 538 covered Financials peers, as of 2026-08-24
- operating margintop 10% 534 covered Financials peers, as of 2026-08-24
- gross marginmiddle range 176 covered Financials peers, as of 2026-08-24
- return on equitytop 10% 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 347 covered Financials peers
- indicated dividend yieldbottom 25% 453 covered Financials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)top 10% 431 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
MSCI is not currently in any published Top 10 list. Its scores are below.
Long-term score
58.3 #225 of 987 scored · #103 of 191 in Financials
Profitability 97th (operating margin 55.7%, return on equity 108.7%) and growth 74th (3-year revenue CAGR 11.7%, revenue growth year over year 11.6%); weakest is valuation (12th, price to earnings 30.8 (within its sector)).
Short-term score
42.0 #1296 of 1,704 scored · #232 of 277 in Financials
Setup 61st: day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move; catalysts 50th: open-market insider buys in 90 days 11, the analyst consensus rating is unchanged since the prior reading; weakest is volume and participation 9th: it gapped 10.3% below the previous close and has not traded back through the level it left behind — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, MSCI's dividend was covered by reported results (earnings payout 46%, free-cash-flow payout 36%). This describes past coverage, not a forecast.
- Earnings payout46% dividends / net income
- Free-cash-flow payout36% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How MSCI Inc. looks technically
MSCI Inc. (MSCI) is trading 1.7% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed above its 200-day average about 61 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 14, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 45, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 3 trading days ago (its momentum flipped positive). It made a new 20-day low about 5 trading days ago. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move.
Trend
8
| Distance from the 200-day | it is trading 1.7% below its 200-day average, the long-term trend line — a long-term downtrend | -1.7% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $582.25 | $582.25 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $573.05 | $573.05 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing high 23 calendar days ago — the swings before that are what the structure reading is measured on | 23 sessions |
| Wave structure | its recent swings can be read as a completed three-part upward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes above 589.905. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible three-wave upward correction, complete (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 61 trading days ago — a "golden cross", a bullish long-term signal | 61 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 14, below the 25 that marks a real trend) | 14.0 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 45, neither overbought (above 70) nor oversold (below 30) | 45.3 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($550.52 to $582.90) — its "stochastic" reading is 40 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 40.1 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 3 trading days ago (its momentum flipped positive) | 3 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $644.77 | $644.77 |
|---|---|---|
| From the 52-week high | it is 12.6% below its 52-week high (its highest price of the past year) | -12.6% |
| Above the 52-week low | it is 12.5% above its 52-week low (its lowest price of the past year) | +12.5% |
| Below the 52-week high | it is 12.6% below its highest point of the past year | 12.6% |
| Since a 20-day breakout | it made a new 20-day low about 5 trading days ago | 5 sessions |
| Since a 55-day breakout | it made a new 55-day high about 55 trading days ago | 55 sessions |
| All-time high | its highest closing price on record is $678.94 (set on 2021-11-16) | $678.94 |
| Given back of the 52-week move | over the past year its closes ranged ($511.84 to $643.83), and it has given back a bit over half of its rise from last year’s low — 61% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $558.04 to $562.26. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 60.9% |
| From the all-time high | it is 17.0% below its all-time high | -17.0% |
| Nearest price level | it is sitting right on a resistance level at $565.11 — a price it turned at 15 times since 2024-09-16, most recently on 2026-05-13. Since 2024-08-21 it has 2 such levels below the current price and 5 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +0.3% |
| All-time low | its lowest closing price on record is $11.06 (set on 2008-11-20) | $11.06 |
| Above the all-time low | it is 4994.8% above its all-time low | +4,995% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move | 0th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $15.05 between its high and its low — about 2.7% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $15.05 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $554.34 and $582.93 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $554.34 – $568.63 – $582.93 |
| Typical daily range (% of price) | its price moves about 2.7% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 2.7% |
| Stretch from the 200-day average | it is trading 0.6 daily ranges below its 200-day average price (1.7% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 0.6 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.59× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
2
| Since a doji | 8 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 8 sessions ago |
|---|---|---|
| Since a bullish engulfing | 7 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | 7 sessions ago |
Price gaps
3
| Gap at the open | it opened on 2026-08-21 at essentially the same price it closed at the session before — no meaningful overnight gap | -0.0% |
|---|---|---|
| Open gap | it gapped 10.3% below the previous close 23 sessions ago and has not traded back through the level it left behind at 625.11 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -10.3% |
| Gap filled | a 3.3% gap up opened on 2026-06-16 has been "filled" 45 sessions ago — price traded back through the level the gap left behind, and it took 1 session to close | 45 sessions ago |
Price streaks
1
| Closing streak | it closed lower in its latest session, after a session that did not close lower — a single down day rather than a run | 1 session down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 2.0 percentage points (the stock gained 0.3% while the market gained 2.3%) | -2.0% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 6.3 percentage points (the stock lost 3.2% while the market gained 3.1%) | -6.3% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 7.5 percentage points (the stock gained 3.6% while the market gained 11.1%) | -7.5% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 21.1 percentage points (the stock lost 0.7% while the market gained 20.5%) | -21.1% |
Signal agreement
2
| Bullish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, MACD momentum is positive — these describe past price behaviour, not a forecast | 2 of 9 |
|---|---|---|
| Bearish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bearish state: trading below its 200-day average, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 3 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 5.1% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thin, spanning 1.4% of the share price, which is taken to mean a barrier that gives way easily. | -5.1% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 2% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $573.32 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | -1.7% |
|---|---|---|
| Vs the average paid since it last reported | the price is sitting right on the average price paid since it last reported on 2026-07-21 (its 10-Q), so the typical buyer over that stretch is roughly break-even. That average is $565.60 — a volume-weighted average of daily closes over 24 sessions, not a true tick-by-tick VWAP. | -0.4% |
Price levels it has turned at before
MSCI last closed at $563.49 on 2026-08-21. Since 2024-08-21 it has turned at 2 prices below its last close and 5 above; the 2 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $565.11 | Resistance | 0.3% above the last close | turned there 15 times · 2024-09-16 to 2026-05-13 |
| $579.29 | Resistance | 2.8% above the last close | turned there 10 times · 2024-11-20 to 2026-08-13 |
| $543.06 | Support | 3.6% below the last close | turned there 14 times · 2024-09-11 to 2026-07-21 |
| $592.74 | Resistance | 5.2% above the last close | turned there 7 times · 2024-08-29 to 2026-07-29 |
| $521.65 | Support | 7.4% below the last close | turned there four times · 2025-04-22 to 2026-03-27 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a three-part upward correction — the A-B-C shape chartists use for a pullback — now complete.
This labelling fails — stops being a possible reading at all — if it closes above $589.90.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 3 labellings that survived the rules, counting shorter readings of the same bars.
This labelling was already in place when we began recording count changes on 2026-08-13, so how long it has stood is not something we can say yet.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · MACD just crossed bullish (12/26/9) · in a Bollinger Band volatility squeeze · trendless / choppy (low ADX) · lagging the market · Near the golden pocket (has given back about two thirds of its 52-week move) | Learn: moving average · golden cross · adx · rsi · macd · breakout · bollinger bands
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.50 mean, 1=Strong Buy…5=Strong Sell) — 17 analysts
- Mean price target$692.06 range $570.00 – $760.00; median $700.00
Analyst estimates, as of 2026-08-22. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for MSCI
- Consensus EPS estimate$5.02 next reporting period, as of 2026-08-22
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Dependence on global financial markets and institutional investor spending.","Significant levels of long-term debt.","Risks associated with protecting proprietary data, indexes, and intellectual property."]
What changed in the latest 10-Q
AI-assisted comparison of MSCI's 10-Q filed 2026-04-21 against the prior one filed 2025-10-28.
Management's Discussion & Analysis (MD&A)
- Reworded:
- Page number for 'Overview' changed from 25 to 21 (filed 2026-04-21)
- Page number for 'Critical Accounting Estimates' changed from 26 to 22 (filed 2026-04-21)
- Page number for 'Results of Operations' changed from 27 to 22 (filed 2026-04-21)
- Page number for 'Segment Results' changed from 33 to 28 (filed 2026-04-21)
- Page number for 'Liquidity and Capital Resources' changed from 41 to 35 (filed 2026-04-21)
- Page number for 'Cash Flows' changed from 42 to 36 (filed 2026-04-21)
- Reference to fiscal year changed from 'December 31, 2024' (filed 2025-10-28) to 'December 31, 2025' (filed 2026-04-21)
- Notes:
- Newer filing covers Q1 2026 (period ended 2026-03-31); older filing covers Q3 2025 (period ended 2025-09-30). These are different reporting periods with different fiscal year references.
Risk Factors
The two filings could not be meaningfully compared for this section.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 1 open-market sale by insiders in the last 90 days.
- Last 90 days0 buys · 1 sell ($272052) — 1 selling insider
- Last 180 days7 buys ($2M) · 3 sells ($6M) — 1 buying, 2 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-06-10. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about MSCI's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 6 matched disclosures for MSCI from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
4 institutional 13F filers reported holding MSCI as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 4
- Reported shares held 9,960,251
- Reported value $5,368,674,739
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 1 increased, 3 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
MSCI had 1,188,042 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
MSCI had 1.63% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 1.3 days to cover at the same settlement.
- Reported short interest (shares) 1,188,042
- Short interest (% of shares outstanding) 1.63%
- Prior settlement (shares) 1,246,379
- Reported change -4.68%
- Days to cover (reported) 1.3
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- S&P Global (SPGI)
- Refinitiv / LSEG (LSEG)
- Bloomberg (private)
- Morningstar (MORN)
- FactSet Research Systems (FDS)
- Intercontinental Exchange / ICE Indices (ICE)
- Blackrock (BLK) - in indices/ETF ecosystem
- Asset managers
- Asset owners / institutional investors
- Pension funds
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does MSCI Inc. (MSCI) do?
MSCI Inc. is a global provider of decision support tools and services for the investment community, offering indices, analytics, data and governance solutions. The company serves asset owners, asset managers, and other financial professionals to help them make informed investment decisions, manage risk, and monitor compliance.
What sector is MSCI Inc. (MSCI) in?
MSCI Inc. (MSCI) is classified in the Financials sector. Its industry is Financial Data & Analytics. It trades on NYSE.
Does MSCI pay a dividend?
Yes — MSCI Inc. (MSCI) pays a dividend, with an indicated yield of about 1.04% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are MSCI Inc.'s (MSCI) competitors?
Notable peers of MSCI Inc. (MSCI) include S&P Global, Refinitiv / LSEG, Bloomberg (private), Morningstar and FactSet Research Systems. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in MSCI?
Yes — we hold 6 matched STOCK Act disclosures for MSCI from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is MSCI Inc. (MSCI) overbought or oversold right now?
MSCI Inc. (MSCI) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 45, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on MSCI come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.