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
Website
CEO
Henry Fernandez
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Alibaba Group Holding • Visa • Uber • EBay • PayPal • Nielsen • Accenture • Conduent • Mastercard • MultiPlan ...
SEC CIK
Corporate docs
IRS number
134038723
MSCI stock data
()
News
Stocks That Hit 52-Week Highs On Friday
16 Apr 21
Stocks That Hit 52-Week Highs On Thursday
15 Apr 21
Stocks That Hit 52-Week Highs On Wednesday
14 Apr 21
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
MSCI Schedules Earnings Call to Review First Quarter 2021 Results
7 Apr 21
MSCI Completes Private Offering of $500 Million 3.625% Senior Notes Due 2030
26 Mar 21
MSCI Prices $500 Million 3.625% Senior Unsecured Notes Due 2030
12 Mar 21
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
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Dec 20 | Sep 20 | Jun 20 | Mar 20 | |
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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 |
Recent insider trades
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 |
Institutional ownership Q4 2020
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 |
---|---|
Total holders | 725 |
Opened positions | 725 |
Closed positions | 0 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares |
Current |
---|---|
Total value | 33.09B |
Total shares | 74.14M |
Total puts | 248.1K |
Total calls | 323.7K |
Total put/call ratio | 0.8 |
Largest owners |
Shares | Value |
---|---|---|
Vanguard | 8.63M | $3.86B |
BLK Blackrock | 6.41M | $2.86B |
FMR | 3.7M | $1.65B |
STT State Street | 3.53M | $1.58B |
TROW T. Rowe Price | 2.96M | $1.32B |
Massachusetts Financial Services | 2.91M | $1.3B |
FSZ Fiera Capital | 2.74M | $1.22B |
Bamco | 2.23M | $995.09M |
Polen Capital Management | 1.82M | $813.35M |
American Century Companies | 1.61M | $718.97M |
Financial report summary
?Competition
Factset Research Systems • General Atlantic • Moody`s • CME • Goldman Sachs Asset Management • Morningstar • IHS Markit • AxiomaContent analysis
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Readability |
H.S. sophomore Avg
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New words:
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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
Financial reports
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
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
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
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
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
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
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
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