MSCI at a glance
MSCI Inc. (MSCI, SEC CIK 1408198) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on July 21, 2026, an 8-K current report on August 7, 2026 and Form 4 insider filings as recently as September 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), MSCI Inc. (MSCI) reported revenue of $3.1 billion (up 9.7% from FY2024) and net income of $1.2 billion. Diluted EPS was $15.69.
- As of June 30, 2026, 41 institutional investment managers tracked by SignalX reported holding MSCI Inc. (MSCI) shares worth $16.6 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Taneja Rajat on September 2, 2026 of 1,786 shares at $560.00 per share.
- In the last 90 days, MSCI insiders reported 1 open-market purchase ($1.0M) and 0 open-market sales ($0) on Form 4, a net purchase of $1.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.1B
- +9.7% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$1.0M
- 13F holders
- 41 funds
- $16.6B · +5 vs prior quarter
- Latest 8-K
- Aug 7, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory/legal risk: $38M expense from multi-phase internal legal entity restructuring completed subsequent to year-end affecting effective tax rate (19.5% in 2025 vs 18.2% in 2024)
- Geopolitical/macroeconomic threat: Approximately 60% of AUM invested in non-U.S. dollar currencies, creating significant foreign exchange risk not adjusted in disclosed asset-based fees
- Operational/supply chain risk: Cost of revenues rose 7%, driven by increased IT infrastructure, data center, cloud services, and market data costs reflecting operational scaling challenges
- Competitive/market disruption: No specific competitor named; risk implied from rapid growth in Sustainability and Climate segment (+8.4% revenue), requiring innovation to maintain market position
- Financial/structural risk: Interest expense increased 13.1% due to higher debt levels, with $219.3M total other expense (income) net, including $11.8M loss from minority investee write-off
Business Overview
- Core business model: licensing annual, recurring subscriptions, fees based on AUM, trading volumes, and fee levels from index-linked products
- Renamed "ESG and Climate" segment to "Sustainability and Climate" highlighting broader product offerings, no segment composition changes
- Emphasis on growth in sustainability and climate solutions amid regulatory uncertainty and political opposition in key markets
- Notable industry trend: asset management fee pressure and consolidation may impact client contracts but increase demand for sophisticated investment tools
- Strategic focus on adapting to evolving client priorities amid shifting asset management industry dynamics
Management Discussion & Analysis
- Stock repurchases: 1,620,144 shares bought at average $559.72/share Q4 2025; $2.1B remaining buyback authorization
- No unregistered equity sales or registered security proceeds in fiscal 2025
- Share price total return 2025: $135 vs S&P 500 $196 and MSCI USA Financials Index $208 since 2020
- No forward-looking guidance or risk disclosure in this section
AI summary of the MSCI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Insufficient excerpt: revenue, YoY change, margins, segment results, cash flow, and outlook not provided
Risk Factors
- No material risk-factor changes from MSCI’s December 31, 2025 Form 10-K
- Regulatory and compliance risks unchanged from the 10-K disclosure
- Operational and competitive risks unchanged from the 10-K disclosure
- Financial risks, including liquidity and leverage, unchanged from the 10-K disclosure
AI summary of the MSCI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Andrew C. Wiechmann becomes interim principal accounting officer effective August 10, 2026
- Kristine Johnson appointed interim Global Controller, reporting to Wiechmann
Item 2.02: Results of Operations and Financial Condition
- MSCI released Q2 2026 financial results for the quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the reported financial results
Item EX-99.1: Item EX-99.1
- Q2 revenue $867.0M, up 12.2%, with adjusted EPS $4.94, up 18.5%, signaling strong operating leverage
- Index revenue rose 17.5%; asset-based fees increased 26.6% on higher ETF and indexed-fund AUM
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees elected, including CEO Henry A. Fernandez, with majority support of votes cast
- CEO Fernandez received lowest director support, with 60,057,776 votes for and 2,909,009 against
AI summaries of MSCI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MSCI
Don't miss the next MSCI filing
- Alerts as it files. A push when MSCI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut MSCI, by share count.
- Ask anything. An AI agent that reads every MSCI filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Taneja Rajat | Buy | Sep 2, 2026 | 1,786 | $560.00 |
| RIEFLER LINDA H | A | Aug 28, 2026 | 8 | - |
| Matlock Robin | A | Aug 28, 2026 | 6 | - |
| Yang June | A | Aug 28, 2026 | 2 | - |
| Wiechmann Andrew C. | Sell | Jun 10, 2026 | 450 | $604.56 |
| Taneja Rajat | A | Jun 2, 2026 | 42 | - |
| Matlock Robin | A | May 29, 2026 | 6 | - |
| Yang June | A | May 29, 2026 | 2 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.9B | $3.1B |
| Operating Income | - | $1.5B | $1.7B |
| Net Income | $1.1B | $1.1B | $1.2B |
| Op. Margin | - | 53.5% | 54.7% |
| Net Margin | - | 38.8% | 38.4% |
| Balance Sheet | |||
| Total Assets | $5.5B | $5.4B | $5.7B |
| Equity | - | -$940.0M | -$2.7B |
| ROE | - | -118.0% | -45.3% |
| Per Share | |||
| EPS | $14.39 | $14.05 | $15.69 |
| Cash Flow | |||
| Operating CF | - | $1.5B | $1.6B |
| CapEx | $22.8M | $33.8M | $39.3M |
Source: XBRL data in MSCI Inc. (MSCI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MSCI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 41 | $16.57B |
| Q1 2026 | 36 | $15.67B |
| Q4 2025 | 40 | $16.93B |
| Q3 2025 | 36 | $17.72B |
| Q2 2025 | 37 | $17.36B |
| Q1 2025 | 35 | $13.09B |
| Q4 2024 | 31 | $11.42B |
| Q3 2024 | 28 | $5.41B |
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- Goldman Sachs Group+126.7K (+28%)
- Prudential Financial+109.8K (+121%)
- Citadel Advisors LLC−294.4K (-39%)
- BlackRock−272.2K (-5%)
- Two Sigma Investments−251.5K (-43%)
- Principal Financial Group−219.8K (-16%)
- JPMorgan Chase & Co−181.8K (-24%)
- Viking Global Investors+1.16M
- Bridgewater Associates LP+17.4K
- D.E. Shaw & Co+1.4K
- Marex Group plc+751
- StoneX Group Inc.+689
Source: 13F-HR filings on SEC EDGAR (aggregated from 284 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MSCI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 10-Q | Jul 21, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - |
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MSCI SEC filings: frequently asked questions
Are MSCI insiders buying or selling?
In the last 90 days, MSCI Inc. (MSCI) officers, directors and 10% owners reported 1 open-market purchase worth $1.0 million by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MSCI stock?
As of June 30, 2026, the largest MSCI Inc. (MSCI) holders among the 13F filers tracked by SignalX were BlackRock ($3.1 billion), Vanguard Capital Management LLC ($2.6 billion), Vanguard Portfolio Management LLC ($2.3 billion), State Street Corp ($1.8 billion), Morgan Stanley ($1.2 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MSCI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), MSCI Inc. (MSCI) reported revenue of $3.1 billion (up 9.7% from FY2024) and net income of $1.2 billion. Diluted EPS was $15.69. The figures come from the XBRL data in the 10-K.
What are the main risks in MSCI's latest 10-K?
In the 10-K filed February 6, 2026, MSCI Inc. (MSCI) flagged: Regulatory/legal risk: $38M expense from multi-phase internal legal entity restructuring completed subsequent to year-end affecting effective tax rate (19.5% in 2025 vs 18.2% in 2024). Geopolitical/macroeconomic threat: Approximately 60% of AUM invested in non-U.S. dollar currencies, creating significant foreign exchange risk not adjusted in disclosed asset-based fees. (AI summary of the Risk Factors section.)
What did MSCI report in its latest 8-K?
MSCI Inc. (MSCI) filed an 8-K on August 7, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). CFO Andrew C. Wiechmann becomes interim principal accounting officer effective August 10, 2026.
What are the latest MSCI SEC filings?
MSCI Inc. (MSCI) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on July 21, 2026, an 8-K current report on August 7, 2026 and a Form 4 insider filing on September 4, 2026.
What is MSCI's SEC CIK number?
MSCI Inc. (MSCI)'s SEC Central Index Key (CIK) is 1408198. EDGAR lists every MSCI filing under that number.
Ask anything about MSCI
The research agent reads MSCI's filings, financials, insider trades and 13F holders, then answers with sources.