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MSCI MSCI

MSCI, Inc. engages in the provision of investment decision support tools, including indices, portfolio risk and performance analytics and corporate governance products and services. The company operates through the following business segments: Index; Analytics; Environmental, Social, and Governance (ESG); and Real Estate. The Index segment involves in the index-linked product creation and performance benchmarking, as well as portfolio construction and rebalancing, and asset allocation. The Analytics segment offers risk management, performance attribution and portfolio management content, applications and services. The ESG segment offers products and services that help institutional investors understand how ESG factors can impact the long-term risk of investments. The Real Estate segment includes research, reporting, market data and benchmarking offerings that provide real estate performance analysis for funds, investors and managers.. The company was founded by Andrew Thomas Rudd in 1998 and is headquartered in New York, NY.

Company profile

Ticker
MSCI
Exchange
NYSE
Website
www.msci.com/
CEO
Henry Fernandez
Employees
Incorporated
Delaware
Location
New York
Fiscal year end
Dec 31
Sector
Finance and Insurance > Miscellaneous Financial Investment Activities
Industry (SIC)
Services - Business Services, NEC
Alibaba Group Holding • Visa • Uber • EBay • PayPal • Nielsen • Accenture • Conduent • Mastercard • MultiPlan ...
SEC CIK
0001408198
Corporate docs
IRS number
134038723

MSCI stock data

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News

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Stocks That Hit 52-Week Highs On Friday
16 Apr 21
Friday's morning session saw 420 companies set new 52-week highs.
Stocks That Hit 52-Week Highs On Thursday
15 Apr 21
Thursday morning saw 166 companies set new 52-week highs.
Stocks That Hit 52-Week Highs On Wednesday
14 Apr 21
During Wednesday's morning session, 226 stocks hit new 52-week highs.
Stocks That Hit 52-Week Highs On Tuesday
13 Apr 21
Deutsche Bank Initiates Coverage On MSCI with Buy Rating, Announces Price Target of $475
12 Mar 21

Press releases

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MSCI Schedules Earnings Call to Review First Quarter 2021 Results
7 Apr 21
MSCI Inc. (NYSE:MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today it will release its results for the first quarter 2021 on Tuesday, April 27,
MSCI Completes Private Offering of $500 Million 3.625% Senior Notes Due 2030
26 Mar 21
MSCI Inc. (NYSE:MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today that it has successfully completed its private offering of $500.0 million
MSCI Prices $500 Million 3.625% Senior Unsecured Notes Due 2030
12 Mar 21
MSCI Inc. (NYSE:MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today that it priced its private offering of $500.0 million aggregate principal
MSCI Launches Private Offering of $500 Million Senior Unsecured Notes Due 2030; To Redeem 4.750% Notes Due 2026
12 Mar 21
Benjamin F. duPont to Retire from MSCI Board
11 Mar 21

Calendar

12 Feb 21
17 Apr 21
31 Dec 21

Financial summary

Financial statements Chart MSCI financial data
Quarter (USD)
 Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
 Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from MSCI earnings reports.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 1.3B 1.3B 1.3B 1.3B 1.3B 1.3B
Cash burn (monthly) 779K 17.17M (positive/no burn) (positive/no burn) (positive/no burn) (positive/no burn)
Cash used (since last report) 2.77M 61.07M n/a n/a n/a n/a
Cash remaining 1.3B 1.24B n/a n/a n/a n/a
Runway (months of cash) 1665.9 72.2 n/a n/a n/a n/a

Beta Read what these cash burn values mean

Recent insider trades

MSCI insider ownership history Insider history
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
5 Apr 21 CD Baer Pettit Common Stock Sell Dispose S No Yes 431.57 1,159 500.19K 260,020
5 Apr 21 CD Baer Pettit Common Stock Sell Dispose S No Yes 430.4 623 268.14K 261,179
5 Apr 21 CD Baer Pettit Common Stock Sell Dispose S No Yes 429.4 718 308.31K 261,802
4 Mar 21 CD Baer Pettit Common Stock Sell Dispose S No No 413.21 200 82.64K 262,520
4 Mar 21 CD Baer Pettit Common Stock Sell Dispose S No Yes 409.92 300 122.98K 262,720
4 Mar 21 CD Baer Pettit Common Stock Sell Dispose S No Yes 408.23 950 387.82K 263,020
4 Mar 21 CD Baer Pettit Common Stock Sell Dispose S No Yes 407.14 297 120.92K 263,970
4 Mar 21 CD Baer Pettit Common Stock Sell Dispose S No Yes 405.57 300 121.67K 264,267
4 Mar 21 CD Baer Pettit Common Stock Sell Dispose S No Yes 404.84 453 183.39K 264,567
1 Mar 21 Jennifer H Mak Common Stock Sell Dispose S No No 421.38 596 251.14K 8,288
Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

MSCI institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

89.6% owned by funds/institutions
13F holders
 Current Prev Q Change
Total holders 725 0 NEW
Opened positions 725 0 NEW
Closed positions 0 0
Increased positions 0 0
Reduced positions 0 0
13F shares
 Current Prev Q Change
Total value 33.09B 0 NEW
Total shares 74.14M 0 NEW
Total puts 248.1K 0 NEW
Total calls 323.7K 0 NEW
Total put/call ratio 0.8 – –
Largest owners
 Shares Value Change
Vanguard 8.63M $3.86B NEW
BLK Blackrock 6.41M $2.86B NEW
FMR 3.7M $1.65B NEW
STT State Street 3.53M $1.58B NEW
TROW T. Rowe Price 2.96M $1.32B NEW
Massachusetts Financial Services 2.91M $1.3B NEW
FSZ Fiera Capital 2.74M $1.22B NEW
Bamco 2.23M $995.09M NEW
Polen Capital Management 1.82M $813.35M NEW
American Century Companies 1.61M $718.97M NEW
Largest transactions
 Shares Bought/sold Change
Vanguard 8.63M +8.63M NEW
BLK Blackrock 6.41M +6.41M NEW
FMR 3.7M +3.7M NEW
STT State Street 3.53M +3.53M NEW
TROW T. Rowe Price 2.96M +2.96M NEW
Massachusetts Financial Services 2.91M +2.91M NEW
FSZ Fiera Capital 2.74M +2.74M NEW
Bamco 2.23M +2.23M NEW
Polen Capital Management 1.82M +1.82M NEW
American Century Companies 1.61M +1.61M NEW
Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

?
Competition
Factset Research Systems • General Atlantic • Moody`s • CME • Goldman Sachs Asset Management • Morningstar • IHS Markit • Axioma
Content analysis
?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
New words: ABF, absenteeism, Asian, Atlantic, authentic, banker, bilateral, Black, book, Borse, breaker, broader, care, circuit, clarity, coaching, color, comfort, commented, compatible, creativity, culture, dataset, decarbonization, desk, Deutsche, disagreement, downside, Eco, EDC, embed, emotional, empathy, empower, ergonomic, ethnicity, explore, feedback, firmwide, forging, foster, gave, globe, graphical, guaranty, Hamilton, Hawaiian, healthy, horizon, imposition, investee, involuntary, IPO, Islander, LGBTQ, lifecycle, magnitude, Map, maternity, medical, meditation, mental, MexDer, misalignment, Modernizing, movement, native, navigate, nutrition, obviate, onset, outset, Pacific, pandemic, paradigm, partner, partnered, paternity, perspective, Pharma, philosophy, pipeline, preceding, preserve, Pride, proactively, race, rattray, reimbursed, remote, remotely, renamed, resource, safe, sandy, satisfaction, sex, showcasing, sick, situation, stemming, strive, strongly, struck, survey, swiftly, Task, TCFD, Tech, Trinity, turnover, unchanged, underscored, undistributed, unforeseen, unprecedented, unredacted, vast, waiver, welfare, widespread, workforce, workplace
Removed: Absent, accumulation, ACWI, aggregated, agreed, alice, captured, clean, conventional, cycle, Department, dilution, divergent, exemptive, formal, george, handy, IMI, incorrect, indemnify, informational, interpretative, led, Maine, multinational, occurrence, opportunity, passive, permanently, Portland, qualify, recruiting, reinvested, replicate, siguler, technological, Treasurer, user
From filing 10-K 2020 FY

Financial reports

View all
10-K
2020 FY
Annual report
12 Feb 21
10-Q
2020 Q3
Quarterly report
28 Oct 20
10-Q
2020 Q2
Quarterly report
29 Jul 20
10-Q
2020 Q1
Quarterly report
29 Apr 20
10-K
2019 FY
Annual report
18 Feb 20
10-Q
2019 Q3
Quarterly report
31 Oct 19
10-Q
2019 Q2
Quarterly report
1 Aug 19
10-Q
2019 Q1
Quarterly report
3 May 19
10-K
2018 FY
Annual report
22 Feb 19
10-Q
2018 Q3
Quarterly report
2 Nov 18

Current reports

View all
8-K
Entry into a Material Definitive Agreement
29 Mar 21
8-K
MSCI Completes Private Offering of
26 Mar 21
8-K
Other Events
12 Mar 21
8-K
MSCI Launches Private Offering of $500 Million Senior Unsecured Notes Due 2030; To Redeem 4.750% Notes Due 2026
12 Mar 21
8-K
Departure of Directors or Certain Officers
11 Mar 21
8-K
Results of Operations and Financial Condition
23 Feb 21
8-K
Results of Operations and Financial Condition
28 Jan 21
8-K/A
Amendments to Articles of Incorporation or Bylaws
11 Jan 21
8-K
Amendments to Articles of Incorporation or Bylaws
11 Dec 20
8-K
Other Events
29 Oct 20

Registration and prospectus

View all
S-3ASR
Automatic shelf registration
19 Mar 21
S-3ASR
Automatic shelf registration
3 Aug 18
S-8
Registration of securities for employees
27 Apr 16
S-3ASR
Automatic shelf registration
6 Aug 15
S-3ASR
Automatic shelf registration
17 May 12
S-8
Registration of securities for employees
17 Jun 10
S-8 POS
Registration of securities for employees (post-effective amendment)
2 Jun 10
425
Business combination disclosure
26 May 10
425
Business combination disclosure
18 May 10
425
Business combination disclosure
16 May 10

Proxies

View all
DEFA14A
Additional proxy soliciting materials
17 Mar 21
DEF 14A
Definitive proxy
17 Mar 21
DEFA14A
Additional proxy soliciting materials
18 Mar 20
DEF 14A
Definitive proxy
18 Mar 20
DEFA14A
Additional proxy soliciting materials
11 Mar 19
DEF 14A
Definitive proxy
11 Mar 19
DEF 14A
Definitive proxy
22 Mar 18
DEFA14A
Additional proxy soliciting materials
22 Mar 18
DEFA14A
Additional proxy soliciting materials
30 Apr 17
DEF 14A
Definitive proxy
23 Mar 17

Other

View all
CT ORDER
Confidential treatment order
18 Mar 20
CT ORDER
Confidential treatment order
18 Mar 20
CT ORDER
Confidential treatment order
19 Mar 19
CT ORDER
Confidential treatment order
20 Sep 18
CT ORDER
Confidential treatment order
13 Jun 18
CT ORDER
Confidential treatment order
30 Oct 17
CT ORDER
Confidential treatment order
5 Apr 17
CT ORDER
Confidential treatment order
14 May 15
CT ORDER
Confidential treatment order
21 May 14
CT ORDER
Confidential treatment order
4 Aug 13

Ownership

View all
4
MSCI / CD Baer Pettit ownership change
7 Apr 21
4
MSCI / CD Baer Pettit ownership change
8 Mar 21
4
MSCI / Jennifer H Mak ownership change
3 Mar 21
4
MSCI / Catherine R Kinney ownership change
2 Mar 21
4
MSCI / Benjamin F duPont ownership change
2 Mar 21
4
MSCI / CD Baer Pettit ownership change
11 Feb 21
SC 13G/A
MSCI / VANGUARD ownership change
9 Feb 21
4
MSCI / Andrew C. Wiechmann ownership change
9 Feb 21
4
MSCI / Jennifer H Mak ownership change
9 Feb 21
4
MSCI / Robert J. Gutowski ownership change
9 Feb 21

Transcripts

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2021 Q4
Earnings call transcript
29 Jan 21
2020 Q3
Earnings call transcript
27 Oct 20
2020 Q2
Earnings call transcript
28 Jul 20
2020 Q1
Earnings call transcript
28 Apr 20
2019 Q4
Earnings call transcript
30 Jan 20
2019 Q3
Earnings call transcript
31 Oct 19
2019 Q2
Earnings call transcript
2 Aug 19
2019 Q1
Earnings call transcript
2 May 19
2018 Q4
Earnings call transcript
31 Jan 19
2018 Q3
Earnings call transcript
1 Nov 18

Reddit threads

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