MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, MSCI powers better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. MSCI creates industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
Company profile
Ticker
MSCI
Exchange
Website
CEO
Henry Fernandez
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Alibaba Group Holding • EBay • Visa • DiDi Global • Uber • PayPal • Accenture • Nielsen • Mastercard • Bread Financial ...
SEC CIK
Corporate docs
Subsidiaries
Barra, LLC • Investment Property Databank Limited • MSCI ESG Research (UK) Limited • MSCI ESG Research LLC • MSCI G.K. • MSCI Limited • Real Capital Analytics, Inc. • RiskMetrics Solutions, LLC ...
IRS number
134038723
MSCI stock data
Analyst ratings and price targets
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
15 Mar 23
DEF 14A
Definitive proxy
15 Mar 23
ARS
2022 FY
Annual report to shareholders
15 Mar 23
8-K
Regulation FD Disclosure
13 Mar 23
10-K
2022 FY
Annual report
10 Feb 23
8-K
Baer Pettit Appointed to
31 Jan 23
8-K
Results of Operations and Financial Condition
31 Jan 23
10-Q
2022 Q3
Quarterly report
25 Oct 22
8-K
Results of Operations and Financial Condition
25 Oct 22
UPLOAD
Letter from SEC
4 Oct 22
Transcripts
MSCI
Earnings call transcript
2022 Q4
31 Jan 23
MSCI
Earnings call transcript
2022 Q3
25 Oct 22
MSCI
Earnings call transcript
2022 Q2
26 Jul 22
MSCI
Earnings call transcript
2022 Q1
26 Apr 22
MSCI
Earnings call transcript
2021 Q4
27 Jan 22
MSCI
Earnings call transcript
2021 Q3
26 Oct 21
MSCI
Earnings call transcript
2021 Q2
27 Jul 21
MSCI
Earnings call transcript
2021 Q1
27 Apr 21
MSCI
Earnings call transcript
2021 Q4
29 Jan 21
MSCI
Earnings call transcript
2020 Q3
27 Oct 20
Latest ownership filings
Financial summary
| Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 993.56 mm | 993.56 mm | 993.56 mm | 993.56 mm | 993.56 mm | 993.56 mm |
| Cash burn (monthly) | (no burn) | 35.66 mm | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | n/a | 108.54 mm | n/a | n/a | n/a | n/a |
| Cash remaining | n/a | 885.02 mm | n/a | n/a | n/a | n/a |
| Runway (months of cash) | n/a | 24.8 | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2022
| 13F holders | Current |
|---|---|
| Total holders | 2184 |
| Opened positions | 298 |
| Closed positions | 173 |
| Increased positions | 754 |
| Reduced positions | 903 |
| 13F shares | Current |
|---|---|
| Total value | 123.84 tn |
| Total shares | 369.18 mm |
| Total puts | 8.88 mm |
| Total calls | 8.30 mm |
| Total put/call ratio | 1.1 |
| Largest owners | Shares | Value |
|---|---|---|
| Vanguard | 39.40 mm | $13.26 tn |
| BLK Blackrock | 36.85 mm | $12.40 tn |
| STT State Street | 18.36 mm | $6.18 tn |
| FMR | 13.25 mm | $4.46 tn |
| MS Morgan Stanley | 9.80 mm | $3.30 tn |
| Geode Capital Management | 9.51 mm | $3.20 tn |
| BK Bank Of New York Mellon | 7.29 mm | $2.45 tn |
| Primecap Management | 6.34 mm | $2.13 tn |
| Polen Capital Management | 6.27 mm | $2.11 tn |
| NTRS Northern Trust | 5.53 mm | $1.86 tn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 28 Feb 23 | Kinney Catherine R | Common Stock | Grant | Acquire A | No | No | 0 | 54 | 0.00 | 12,722 |
| 28 Feb 23 | Matlock Robin | Common Stock | Grant | Acquire A | No | No | 0 | 1 | 0.00 | 384 |
| 28 Feb 23 | Riefler Linda H | Common Stock | Grant | Acquire A | No | No | 0 | 1 | 0.00 | 19,327 |
| 28 Feb 23 | Taneja Rajat | Common Stock | Grant | Acquire A | No | No | 0 | 2 | 0.00 | 1,160 |
| 13 Feb 23 | Jennifer H Mak | Common Stock | Sell | Dispose S | No | No | 559.89 | 900 | 503.90 k | 6,843 |
News
7 Analysts Have This to Say About MSCI
27 Mar 23
Morgan Stanley Maintains Equal-Weight on MSCI, Raises Price Target to $551
27 Mar 23
(MSCI) - Analyzing MSCI's Short Interest
20 Mar 23
$1000 Invested In This Stock 5 Years Ago Would Be Worth $3,500 Today
16 Mar 23
If You Invested $100 In This Stock 5 Years Ago, You Would Have $400 Today
6 Mar 23
Press releases
MSCI to Participate in Upcoming Investor Events; Publishes Investor Presentation
1 Mar 23
Salt Financial and MSCI Announce Strategic Collaboration to Develop Volatility-Controlled Index Solutions
15 Feb 23
MSCI Equity Indexes February 2023 Index Review
9 Feb 23
MSCI ESG Research Launches Tool for Companies to Analyze Their Sustainability Strategy Against Peers
7 Feb 23
MSCI February Index Review Announcement Scheduled for February 09, 2023
2 Feb 23