MSCI MSCI Inc
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 • PayPal • EBay • Nielsen • Accenture • Conduent • Mastercard • Alliance Data System ...
SEC CIK
Corporate docs
IRS number
134038723
MSCI stock data
()
Calendar
28 Oct 20
25 Jan 21
31 Dec 21
News
Financial summary
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| Annual (USD) | Dec 19 | Dec 18 | Dec 17 | Dec 16 | |
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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) | 27.37M | (positive/no burn) | (positive/no burn) | (positive/no burn) | (positive/no burn) | (positive/no burn) |
| Cash used (since last report) | 105.35M | n/a | n/a | n/a | n/a | n/a |
| Cash remaining | 1.2B | n/a | n/a | n/a | n/a | n/a |
| Runway (months of cash) | 43.7 | n/a | n/a | n/a | n/a | n/a |
Recent insider trades
| Date | Owner | Security | Transaction | Code | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|
| 4 Dec 20 | CD Baer Pettit | Common Stock | Sell | Dispose S | Yes | 427.23 | 150 | 64.08K | 268,645 |
| 4 Dec 20 | CD Baer Pettit | Common Stock | Sell | Dispose S | Yes | 426.31 | 158 | 67.36K | 268,795 |
| 4 Dec 20 | CD Baer Pettit | Common Stock | Sell | Dispose S | Yes | 425.52 | 956 | 406.8K | 268,953 |
| 4 Dec 20 | CD Baer Pettit | Common Stock | Sell | Dispose S | Yes | 424.57 | 500 | 212.29K | 269,909 |
| 4 Dec 20 | CD Baer Pettit | Common Stock | Sell | Dispose S | Yes | 423.57 | 150 | 63.54K | 270,409 |
| 4 Dec 20 | CD Baer Pettit | Common Stock | Sell | Dispose S | Yes | 421.66 | 200 | 84.33K | 270,559 |
| 4 Dec 20 | CD Baer Pettit | Common Stock | Sell | Dispose S | Yes | 420.45 | 100 | 42.05K | 270,759 |
| 4 Dec 20 | CD Baer Pettit | Common Stock | Sell | Dispose S | Yes | 419.52 | 286 | 119.98K | 270,859 |
| 30 Nov 20 | duPont Benjamin F | Common Stock | Grant | Aquire A | No | 0 | 10 | 0 | 17,671 |
| 30 Nov 20 | Kinney Catherine R | Common Stock | Grant | Aquire A | No | 0 | 39 | 0 | 20,804 |
Institutional ownership Q3 2020
88.8% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 661 |
| Opened positions | 87 |
| Closed positions | 59 |
| Increased positions | 221 |
| Reduced positions | 276 |
13F shares |
Current |
|---|---|
| Total value | 26.24B |
| Total shares | 73.58M |
| Total puts | 240.3K |
| Total calls | 411.1K |
| Total put/call ratio | 0.6 |
Largest owners |
Shares | Value |
|---|---|---|
| Vanguard | 8.9M | $3.18B |
| BLK Blackrock | 6.79M | $2.42B |
| TROW T. Rowe Price | 4.06M | $1.45B |
| STT State Street | 3.6M | $1.28B |
| FMR | 3.34M | $1.19B |
| FSZ Fiera Capital | 2.9M | $1.04B |
| Massachusetts Financial Services | 2.8M | $1B |
| Bamco | 2.26M | $804.67M |
| Polen Capital Management | 1.8M | $643.64M |
| American Century Companies | 1.55M | $554.43M |
Financial report summary
?Competition
Factset Research Systems • Moody`s • Axioma • CME • Goldman Sachs Asset Management • Liquid • IHS Markit • Group
Content analysis
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| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
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| Readability |
H.S. junior Avg
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New words:
Andrew, clarifying, earlier, Employment, flat, investee, Wiechmann
Removed:
occupancy
Financial reports
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
10-Q
2018 Q2
Quarterly report
3 Aug 18
Current reports
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
8-K
Results of Operations and Financial Condition
27 Oct 20
8-K/A
Departure of Directors or Certain Officers
7 Oct 20
8-K
MSCI Appoints Andrew C. Wiechmann
25 Sep 20
8-K
Results of Operations and Financial Condition
28 Jul 20
8-K
MSCI Completes Private Offering of $1.0 Billion
26 May 20
8-K
Other Events
18 May 20
8-K
MSCI Launches Private Offering of $800 Million Senior Unsecured Notes Due 2031; To Redeem 5.750% Notes Due 2025
18 May 20
Registration and prospectus
S-3ASR
Automatic shelf registration
3 Aug 18
S-8
Registration of securities for employees
28 Apr 16
S-3ASR
Automatic shelf registration
7 Aug 15
S-3ASR
Automatic shelf registration
18 May 12
S-8
Registration of securities for employees
18 Jun 10
S-8 POS
Registration of securities for employees (post-effective amendment)
3 Jun 10
425
Business combination disclosure
27 May 10
425
Business combination disclosure
19 May 10
425
Business combination disclosure
17 May 10
424B3
Prospectus supplement
28 Apr 10
Proxies
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
23 Mar 18
DEFA14A
Additional proxy soliciting materials
23 Mar 18
DEFA14A
Additional proxy soliciting materials
1 May 17
DEF 14A
Definitive proxy
24 Mar 17
DEFA14A
Additional proxy soliciting materials
24 Mar 17
DEF 14A
Definitive proxy
14 Mar 16
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
21 Sep 18
CT ORDER
Confidential treatment order
14 Jun 18
CT ORDER
Confidential treatment order
31 Oct 17
CT ORDER
Confidential treatment order
6 Apr 17
CT ORDER
Confidential treatment order
15 May 15
CT ORDER
Confidential treatment order
22 May 14
CT ORDER
Confidential treatment order
5 Aug 13
Ownership
4
MSCI / CD Baer Pettit ownership change
8 Dec 20
4
MSCI / Catherine R Kinney ownership change
2 Dec 20
4
MSCI / Benjamin F duPont ownership change
2 Dec 20
4
MSCI / Scott A Crum ownership change
18 Nov 20
4
MSCI / CD Baer Pettit ownership change
5 Nov 20
4
MSCI / CD Baer Pettit ownership change
7 Oct 20
3
MSCI / Andrew C. Wiechmann ownership change
2 Oct 20
4
MSCI / CD Baer Pettit ownership change
9 Sep 20
4
MSCI / Benjamin F duPont ownership change
2 Sep 20
4
MSCI / Catherine R Kinney ownership change
2 Sep 20