MSCI MSCI Inc.

company

SEC Filings & Insider Trading Activity 2026

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

• • No revenue or profit figures disclosed in this MDA section
• • 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

What are the latest MSCI SEC filings in 2026?

MSCI Inc. (MSCI) has filed a 10-K annual report on February 6, 2026, a 10-Q quarterly report on April 21, 2026, an 8-K current report on July 21, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did MSCI file its most recent 10-K annual report?

MSCI Inc. (MSCI) filed its most recent 10-K annual report on February 6, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view MSCI 10-Q quarterly reports?

MSCI Inc. (MSCI)'s most recent 10-Q quarterly report was filed on April 21, 2026. SignalX displays every MSCI 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has MSCI filed recently?

MSCI Inc. (MSCI)'s most recent 8-K was filed on July 21, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find MSCI insider trading activity (Form 4)?

SignalX aggregates every MSCI Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does MSCI file with the SEC?

MSCI Inc. (MSCI) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new MSCI filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for MSCI Inc. (MSCI).

What is MSCI's SEC CIK number?

MSCI Inc. (MSCI)'s SEC CIK (Central Index Key) number is 1408198. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1408198 to look up all MSCI filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find MSCI return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from MSCI Inc. (MSCI) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.