MSCI IncNYSE: MSCI
Financials · Financial Exchanges & Data
$589.53
-0.32%
Vol: 290K
Research Digest
Friday, May 1, 2026
MSCI reports Q1 2026 revenues of $850.8M, up 14.1% YoY, with 13.3% organic operating revenue growth driven by subscription and asset-based fees.
MSCI delivered Q1 2026 revenues of $850.8 million, reflecting 14.1% year-over-year growth with 13.3% organic operating revenue growth. The company experienced $47.6 million growth in recurring subscription revenues and $47.1 million rise in asset-based fees. MSCI stock closed at $591.41 as of April 30. The company acquired PM Insights to expand objective pricing and valuation data capabilities. Management announced Greek stocks will return to MSCIs developed markets index in May 2027.
Previous Market Intelligence
13 daysApr 30MSCI beats Q1 2026 expectations with 14.1% revenue growth and PM Insights acquisition expanding valuation dataPositive▶
MSCI released Q1 2026 results on April 21 with operating revenues of $850.8 million, reflecting 14.1% year-over-year growth and 13.3% organic growth. Index segment revenues climbed 17.7% to $496.3 million. The company acquired PM Insights to expand objective pricing and valuation data. Raymond James raised price target to $730 from $700. MSCI is engaged in investor conferences in May to highlight AI-driven growth and product expansion strategies.
Apr 29MSCI Q1 revenue up 14.1% YoY to $850.8M, shareholders approve all proposalsPositive▶
MSCI reported strong Q1 2026 results with $850.8 million in revenue, a 14.1% YoY increase, and adjusted EPS of $4.55 slightly exceeding estimates. Shareholders approved all proposals at the annual meeting. Index operating revenues rose 17.7% to $496.3M, driven by $47.1M in higher asset-based fees and $20.9M in higher recurring subscription revenues. Raymond James, Barclays, and Argus Research upgraded the stock. Analyst consensus is "Strong Buy" with 12-month price target of $682.44, representing 14.10% upside.
Apr 16MSCI acquired PM Insights on April 7, 2026 to advance private markets data and analytics transparency.Positive▶
MSCI acquired PM Insights, a private markets data and analytics firm, and also purchased Compass Financial Technologies to enhance index calculation capabilities. Goldman Sachs and Raymond James lowered price targets in early April, while Barclays maintains a Buy rating. Q4 2025 showed 10.6% revenue growth and 11.5% adjusted EPS growth. Average analyst rating is Buy with a 12-month price target of $664.22.
Apr 15MSCI acquired PM Insights for private markets data transparency and scheduled Q1 earnings for April 21, 2026.Neutral▶
MSCI announced acquisition of PM Insights, a specialist in private markets data and analytics. The deal advances MSCIs strategy to deliver institutional-grade transparency to private asset investing. Company reclassified MSCI Greece Indexes from Emerging to Developed Market status effective May 2027. Q1 2026 earnings scheduled for April 21, 2026.
Apr 14MSCI acquired PM Insights for private markets data; Q1 earnings April 21; Barclays upgraded to Buy on April 10.Positive▶
MSCI announced the acquisition of PM Insights Inc., a specialist in private markets analytics covering $5.5 trillion in private company equity. Barclays upgraded MSCI to Buy on April 10, while Raymond James and Goldman Sachs lowered price targets. Q1 2026 earnings scheduled for April 21.
Apr 13MSCI acquires PM Insights to expand private markets data capabilities; Q1 earnings call scheduled April 21.Positive▶
MSCI acquired PM Insights, a private markets data firm providing secondary market reference data for private company securities. Q4 2025 EPS of $4.66 beat estimates of $4.58. Q1 2026 earnings scheduled for April 21. Raymond James upgraded to Strong Buy citing sales momentum. Indonesia market developments show MSCI implementing free-float methodology changes.
Apr 10MSCI acquired PM Insights on April 7 to expand private markets data capabilities; Q1 earnings call scheduled for April 21.Neutral▶
MSCI announced acquisition of ApeVue Inc. (operating as PM Insights) on April 7, a private markets data and analytics firm. The company also reclassified Greece indexes from Emerging to Developed Market status on March 31. Q1 2026 earnings call set for April 21 at 11:00 a.m. ET.
Apr 9MSCI acquires PM Insights for private markets data; Q1 earnings April 21Positive▶
MSCI Inc. completed acquisition of PM Insights, a private markets data firm covering companies with $5.5+ trillion market cap, strengthening secondary market capabilities. Strong Q4 delivered 10.6% organic revenue growth with Index margins at 78%. Q1 2026 earnings scheduled April 21; Wall Street expects EPS to increase single-digit with consensus $4.38 vs $4.00 year-ago. 13 analysts recommend Strong Buy.
Apr 8MSCI acquires PM Insights to expand private markets data and analytics capabilitiesPositive▶
MSCI announced the acquisition of PM Insights on April 7, 2026, a specialist in private markets data and analytics providing daily secondary market reference data on pricing, valuation, transaction and liquidity for private company securities. The acquisition advances MSCI's institutional-grade data and pricing transparency strategy for private asset investing. MSCI also reclassified Greece Indexes from Emerging to Developed Market status and enhanced multi-asset index capabilities through acquisition of Compass Financial Technologies in March. Q1 2026 earnings are scheduled for April 21. Analysts project 9.5% EPS growth for Q1 and 12.5% full-year growth to $19.44, with consensus price target of $670.39 implying 22.8% upside.
Apr 7MSCI Q1 2026 earnings April 21; acquired Compass Financial Technologies for index expansion.Positive▶
MSCI Q1 2026 earnings April 21. FY2026 EPS projected $19.44 (+12.5%). Q4 2025 revenue $822.5M (+10.6%), adjusted EBITDA $512.0M (+13.2%), adjusted EPS $4.66. Acquired Compass Financial Technologies. Strong Buy consensus 13 of 20, target $670.39 (+22.8%).
Apr 6MSCI Acquires Compass Financial, Boosts Index CapabilitiesPositive▶
MSCI Inc. announced the acquisition of Compass Financial Technologies to expand index calculation capabilities across multi-asset and alternative classes including commodities and cryptocurrencies. The deal enables creation and customization of complex indexes integrating equities, fixed income, commodities, digital assets, currencies and derivatives. MSCI's February 2026 Index Review showed substantial activity with 63 additions and 61 deletions to MSCI ACWI Index, 204 additions and 134 deletions to ACWI Small Cap, and 206 additions and 134 deletions to ACWI IMI. Stock price is $531.88, up 1.98% in the past 24 hours.
Apr 3Wells Fargo lowers MSCI price target to $545 from $618 on April 1, signaling reduced near-term upside.Negative▶
Wells Fargo downgraded MSCI's price target from $618 to $545 on April 1, maintaining Equal-Weight. This reflects cautionary sentiment despite AI expansion and index reclassifications. Consensus analyst recommendations remain Outperform at 2.1 rating (19 brokers), with average one-year price target of $667.88.
Apr 2Wells Fargo lowered MSCI price target to $545 from $618; stock declined 2.11% despite strong Q4 results with 10.6% organic revenue growth.Mixed▶
Wells Fargo cut MSCI's price target to $545 from $618 within the past 24 hours, creating downward pressure on the stock. Despite this analyst downgrade, MSCI delivered strong Q4 2025 results with 10.6% organic revenue growth and Index segment margins at 78%. The company announced plans to reclassify Greece from Emerging Market to Developed Market status in its equity indexes. Fourth quarter operating revenues reached $822.5M (up 10.6%) with adjusted EPS of $4.66 (up 11.5%).
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| MSCIMSCI | $589.53 | -0.32% | +8.2% | 26.3x | 1.29 | $43.0B |
| SPGIS+P | $426.22 | -1.16% | -0.7% | 19.4x | 1.20 | $127.6B |
| CMECME | $289.91 | +0.73% | -6.7% | 22.4x | 0.30 | $104.3B |
| ICEINTERCONTINENTAL | $155.30 | -1.77% | -5.0% | 18.1x | 1.04 | $89.5B |
| MCOMOODY | $456.91 | -1.07% | +4.0% | 24.9x | 1.45 | $80.7B |
| NDAQNASDAQ | $91.42 | -0.53% | +4.6% | 20.8x | 1.02 | $52.0B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.