MSCI INC.
At today's price, MSCI INC. (MSCI) is priced for +26.8% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
The single decisive metric is the Run Rate, the annualized value of contracted revenue. It reached $3.36 billion at the end of Q1 2026, up 12.7%, and the retention rate held at 95.4%. That recurring engine is what the premium price is really paying for. The economics are exceptional. MSCI runs a roughly 55% operating margin on index licensing, analytics, and ESG data, with high single-digit organic subscription growth and asset-based fees at record run-rate levels. The valuation is demanding.
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1,021 institutional managers reported holding MSCI in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 42%. 109 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 1.8M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MSCI has cut its share count 11.1% over the past five years, spending $5.70B on repurchases. It pays a dividend, and has for 11 years running, raised 10 years straight; the current rate is $7.20 a share annually. Cash returned over the past three years: $1.43B in dividends and $3.80B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at MSCI over the trailing three years: 2024: 13 buys totaling $11.28M; 2025: 27 buys totaling $16.48M; 2026: 5 buys totaling $5.56M. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MSCI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-26 | +10.8% | -8.1% |
| 2023-11-01 | -2.1% | +16.5% |
| 2024-02-10 | +8.7% | -11.1% |
| 2024-04-24 | -9.8% | +4.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MSCI's latest 8-K filings: 2026-04-23 (items 5.07); 2026-04-21 (items 2.02, 9.01); 2026-03-31 (items 5.02); 2026-01-28 (items 1.01, 9.01); 2026-01-28 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.