MSCI
MSCI Inc.Evidence as of 2026-09-03Overview · MSCI Inc.
MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. It operates through four segments: Index, Analytics, ESG and Climate, and All Other Private Assets. The Index segment provides indexes for use in various areas of the investment process, including indexed product creation, such as ETFs, mutual funds, annuities, future…
Management team
- Mr. Jeremy Harris Ulan · Head of Investor Relations & TreasurerFind on LinkedIn
- Mr. Scott A. Crum · Chief Human Resources OfficerFind on LinkedIn
- Mr. Robert J. Gutowski · General CounselFind on LinkedIn
- Mr. Andrew Craig Wiechmann · CFO & Interim Principal Accounting OfficerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.0 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (+0.0 of a possible +2; was +0.0 before debate) with high confidence. Revenues rose across the sampled periods from $ 772,679,000 in the quarter ended 30 June 2025 (fiscal quarter ended 2025-07-15, Q2 2025) to $ 793,426,000 in the quarter ended 30 September 2025 (fiscal quarter ended 2025-10-21, Q3 2025), then to $ 850,800,000 in the quarter ended 31 March 2026 (fiscal quarter ended 2026-04-14, Q1 2026) and $ 867,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-14).
Operating income and margins remained high‑50% range across the same sequence: operating income rose from $ 425,300,000 in the quarter ended 30 June 2025 to $ 487,500,000 in fiscal Q2 2026, while diluted shares outstanding declined from 77,496,000 to 72,900,000 and entity common shares outstanding fell from 77,365,235 on 15 July 2025 to 72,700,000 on 14 July 2026. Net income moved from $ 303,650,000 (quarter ended 30 June 2025) to a peak of $ 406,000,000 (quarter ended 31 March 2026) then pulled back to $ 342,000,000 in fiscal Q2 2026.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue in the fiscal quarters increased from $772,679,000 in the quarter ended 30 June 2025 to $793,426,000 in the quarter ended 30 September 2025, then to $850,800,000 in the quarter ended 31 March 2026, and to $867,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001408198-26-000046Operating income was $425,300,000 in the quarter ended 30 June 2025, $447,690,000 in the quarter ended 30 September 2025, $456,900,000 in the quarter ended 31 March 2026, and $487,500,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), implying operating margins in a roughly similar high‑50% range when compared to the revenues for those same quarters.
XBRL companyfacts · 0001408198-26-000046Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 4 for MSCI was filed with the 4 filed 1 September 2026 on 2026-09-01; the filing record shows parse_status 'pending' and primary_doc_url is null.
4 filed 2026-09-01A Form 4 for MSCI was filed with the 4 filed 1 September 2026 on 2026-09-01; the filing record shows parse_status 'pending' and primary_doc_url is null.
4 filed 2026-09-01Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
MSCI's 3-month momentum was -8.6% and 6-month momentum was -1.7% as of 2026-09-02, with the 6-month momentum at the 34th percentile of a 547-stock research universe.
Moneyta signal set · 2026-09-02MSCI shows a positive 12-month momentum (12_1) of +4.0%, with the momentum 12_1 ranked in the 36th percentile of the 547-stock research universe on 2026-09-02.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the IVV ETF held MSCI at a weight of 0.06% of the fund.
ETF constituents · market dataThree Form 4 insider filings for MSCI were filed on 2026-09-01 and are recorded with pending parse status.
Form 4 × 3 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Several headlines report public criticism from Michael Saylor and Strategy about an MSCI proposal to remove certain companies from MSCI's global indexes, describing the test as 'discriminatory' and 'fundamentally flawed.'
News · finance.yahoo.com · 2026-09-01A follow-up headline frames the same complaint from Strategy as a request to withdraw the MSCI proposal or to apply any change only prospectively.
News · finance.yahoo.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
RIEFLER LINDA H reported an acquisition of 8 shares on 2026-08-28 under action code A; the filing shows trading_plan: null.
Form 4 · RIEFLER LINDA H (Director) · $0 code A · 2026-08-28Matlock Robin reported an acquisition of 6 shares on 2026-08-28 under action code A; the filing shows trading_plan: null.
Form 4 · Matlock Robin (Director) · $0 code A · 2026-08-28Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The price as of 2026-09-02 implies an FCF growth rate of 23.66% under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeValuation multiples computed from the filings: price-to-FCF (TTM) is 35.6, EV/EBITDA (TTM) is 25.46, and P/E (TTM) is 30.49.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence shows sequential revenue and operating income growth across the sampled quarters alongside a meaningful decline in weighted-average diluted shares and shares outstanding, which increases per-share metrics and is consistent with rising free cash flow per share. Free cash flow (TTM) and FCF/share are reported as sizable positive values, and MSCI exhibits low market sensitivity (low beta) and dividend growth — all supportive of a favorable fundamental and cash-generation read. Bear points about elevated leverage and rich multiples are noted in the record, but the combination of strong FCF, share-count reduction, and broad analyst buy-side consensus in the provided evidence jointly support a constructive interpretation of the company’s recent financial profile. The criticisms in media headlines about index decisions represent reputational noise in the evidence set that coexists with product-related positives (index adoption and strong index performance) also documented in the claims.
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.29
32 surviving claims rest on 17 distinct sources; the heaviest analyst carries 19% of them, and 98% of what the desk raised survived the debate.
The read rests on a moderate breadth of sources but a non-trivial share of surviving claims trace back to a relatively small set of contributors; the single heaviest analyst accounting for nearly a fifth of claims means parts of the view could swing if that contributor’s inputs change. The very high internal survival rate after debate implies low pushback within the desk — useful for coherence but increasing the risk of shared blind spots if underlying sources overlap or carry similar assumptions.
Peer context · computed, not argued
12-1 momentum ranks 1st of 7 in Financial Data & Stock Exchanges (as of 2026-09-02).
6-month relative strength ranks 3rd of 7 in Financial Data & Stock Exchanges (as of 2026-09-02).
90-day volatility ranks 3rd of 7 in Financial Data & Stock Exchanges (as of 2026-09-02).
dividend yield ranks 3rd of 7 in Financial Data & Stock Exchanges (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.5 to the score
3 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.4 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
3 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot+0.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on MSCI Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.