MSCI Inc (MSCI)

Sector:
FINANCE
Industry:
CORPORATE FINANCE
SIC:
SERVICES-BUSINESS SERVICES, NEC
CEO:
Henry A. Fernandez
Employees:
3,970
7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FLOOR, NEW YORK, NY 10007
212-804-3990

MSCI Inc. provides investment decision support tools for clients to manage their investment processes worldwide. It operates through four segments: Index, Analytics, ESG and Climate, and All Other – Private Assets. The Index segment provides indexes for use in various areas of the investment process. The Analytics segment offers risk management, performance attribution and portfolio management content, application, and service that provides an integrated view of risk and return.

Data derived from most recent annual or quarterly report
Market Cap 43.875 Billion Shares Outstanding79.958 Million Avg 30-day Volume 466.422 Thousand
P/E Ratio43.3953 Dividend Yield0.9846 EPS10.78
Price to Revenue16.801 Debt to Equity-4.4765 EBITDA1.351 Billion
Price to Book Value0.0 Operating Margin53.7064 Enterprise Value41.083 Billion
Current Ratio1.398 EPS Growth0.232 Quick Ratio1.325
1 Yr BETA 1.3595 52-week High/Low 571.11 / 372.57 Profit Margin38.7163
Operating Cash Flow Growth17.018 Altman Z-Score6.1116 Free Cash Flow to Firm 1.069 Billion
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Funds Holding MSCI (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-03-02 by Taneja Rajat
  • 4: filed on 2023-03-02 by RIEFLER LINDA H
  • 4: filed on 2023-03-02 by MATLOCK ROBIN
  • 4: filed on 2023-03-02 by KINNEY CATHERINE R
  • 5: filed on 2023-02-14 by ASHE ROBERT G.
  • 4: filed on 2023-02-10 by Wiechmann Andrew C.
  • 4: filed on 2023-02-10 by Pettit CD Baer
  • 4: filed on 2023-02-10 by MAK JENNIFER H
  • 4: filed on 2023-02-10 by GUTOWSKI ROBERT J.
  • 4: filed on 2023-02-10 by FERNANDEZ HENRY A

    • Events (8k)

  • 8-K: filed on 2023-03-13:
    Item 7.01: Regulation FD Disclosure
  • 8-K: filed on 2023-01-31:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-01-31:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-25:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-28:
    Item 8.01: Other Events
  • 8-K: filed on 2022-07-26:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-06-14:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-06-01:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-04-27:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2022-04-26:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

    Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    900 total shares from 1 transactions

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    KINNEY CATHERINE R

    • Director
    		 23,852 2023-02-28 7

    RIEFLER LINDA H

    • Director
    		 19,327 2023-02-28 5

    TANEJA RAJAT

    • Director
    		 1,160 2023-02-28 5

    MATLOCK ROBIN

    • Director
    		 384 2023-02-28 4

    MAK JENNIFER H GLOBAL CONTROLLER

    • Officer
    		 6,843 2023-02-13 4

    CRUM SCOTT A CHIEF HUMAN RESOURCES OFFICER

    • Officer
    		 22,074 2023-02-08 5

    FERNANDEZ HENRY A CHAIRMAN AND CEO

    • Officer
    • Director
    		 2,049,327 2023-02-08 1

    PETTIT CD BAER PRESIDENT & COO

    • Officer
    • Director
    		 269,146 2023-02-08 1

    WIECHMANN ANDREW C. CHIEF FINANCIAL OFFICER

    • Officer
    		 17,661 2023-02-08 4

    GUTOWSKI ROBERT J. GENERAL COUNSEL

    • Officer
    		 16,657 2023-02-08 4

    ASHE ROBERT G.

    • Director
    		 17,096 2022-12-31 2

    EDMUNDS WAYNE

    • Director
    		 8,873 2022-05-01 1

    PEROLD JACQUES P

    • Director
    		 4,666 2022-05-01 1

    SMITH MARCUS L.

    • Director
    		 3,645 2022-05-01 1

    RATTRAY SANDY C.

    • Director
    		 1,347 2022-05-01 1

    VOLENT PAULA

    • Director
    		 1,995 2022-05-01 1

    DUPONT BENJAMIN F

    • Director
    		 17,681 2021-02-26 0

    HUBER LINDA CFO AND TREASURER

    • Officer
    		 5,415 2020-05-06 0

    HANDY ALICE

    • Director
    		 35,569 2020-03-06 0

    SIGULER GEORGE W

    • Director
    		 29,554 2019-12-31 0

    SEYER LAURENT CHIEF OPERATING OFFICER

    • Officer
    		 94,115 2019-12-16 0

    WINTERS KATHLEEN A CHIEF FINANCIAL OFFICER

    • Officer
    		 78,557 2019-02-13 0

    THAKKAR JIGAR CHIEF TECHNOLOGY OFFICER

    • Officer
    		 0 2018-07-16 0

    NAPOLITANO RICHARD J PRINCIPAL ACCOUNTING OFFICER

    • Officer
    		 6,963 2018-05-07 0

    LANE WENDY E

    • Director
    		 6,882 2018-05-01 0

    MINA JORGE HEAD OF ANALYTICS

    • Officer
    		 9,921 2018-02-10 0

    ZANGARI PETER J. GLOBAL HEAD OF RESEARCH

    • Officer
    		 70,788 2018-02-10 0

    TIDD DIANA H. HEAD OF INDEX

    • Officer
    		 23,370 2018-02-10 0

    BRIAND REMY HEAD OF ESG

    • Officer
    		 48,112 2018-02-10 0

    VALLEE RODOLPHE M

    • Director
    		 26,556 2017-05-01 0

    TIERNEY PATRICK

    • Director
    		 14,637 2017-05-01 0

    VALUEACT HOLDINGS, L.P.

    VALUEACT CAPITAL MASTER FUND, L.P.

    VA PARTNERS I, LLC

    VALUEACT CAPITAL MANAGEMENT, L.P.

    VALUEACT CAPITAL MANAGEMENT, LLC

    VALUEACT HOLDINGS GP, LLC

    • Director
    • SEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKS
    		 0 2016-09-22 0

    HALE DAVID ROBERT

    VALUEACT HOLDINGS, L.P.

    VALUEACT CAPITAL MASTER FUND, L.P.

    VA PARTNERS I, LLC

    VALUEACT CAPITAL MANAGEMENT, L.P.

    VALUEACT CAPITAL MANAGEMENT, LLC

    VALUEACT HOLDINGS GP, LLC

    • Director
    • SEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKS
    		 4,064,969 2016-04-28 0

    QUTUB ROBERT CHIEF FINANCIAL OFFICER

    • Officer
    		 60,009 2016-02-08 0

    BHANSALI ROVEEN MANAGING DIRECTOR

    • Officer
    		 46,215 2015-02-06 0

    CORRADO CHRISTOPHER F CHIEF INFORMATION OFFICER

    • Officer
    		 39,327 2015-01-28 0

    RETELNY GARY HEAD OF GOVERNANCE BUSINESS

    • Officer
    		 No longer subject to file 2014-04-30 0

    BRIERWOOD DAVID C CHIEF OPERATING OFFICER

    • Officer
    		 840,511 2014-02-10 0

    OBSTLER DAVID M CHIEF FINANCIAL OFFICER

    • Officer
    		 297,516 2012-04-10 0

    SIPPRELLE SCOTT M

    • Director
    		 123,045 2011-05-05 0

    LIN YOUSU

    • Director
    		 54,041 2010-04-01 0

    NEBORAK MICHAEL K CHIEF FINANCIAL OFFICER

    • Officer
    		 200,006 2010-01-08 0

    MORGAN STANLEY

    • 10% Owner
    		 No longer subject to file 2009-05-22 0

    CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION

    • 10% Owner
    		 No longer subject to file 2008-04-28 0

    CAPITAL GROUP INTERNATIONAL INC

    • 10% Owner
    		 No longer subject to file 2008-04-25 0

    SIDWELL DAVID H

    • Director
    		 11,909 2008-04-09 0

    GORMAN JAMES P

    • Director
    		 0 2007-11-14 0

    JOHANSSON JERKER M

    • Director
    		 0 2007-11-14 0

    DEREGT KENNETH MICHAEL

    • Director
    		 0 2007-11-14 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    TANEJA RAJAT - Director

    		2023-03-02 16:04:18 -0500 2023-02-28 A 2 a 1,160 direct 1.1627 -2.6832 1.1627 2 -2.6832 6

    MATLOCK ROBIN - Director

    		2023-03-02 16:01:38 -0500 2023-02-28 A 1 a 384 direct 1.1627 -2.6832 1.1627 2 -2.6832 6

    RIEFLER LINDA H - Director

    		2023-03-02 16:02:54 -0500 2023-02-28 A 1 a 19,327 direct 1.1627 -2.6832 1.1627 2 -2.6832 6

    KINNEY CATHERINE R - Director

    		2023-03-02 16:00:20 -0500 2023-02-28 A 54 a 12,722 direct 1.1627 -2.6832 1.1627 2 -2.6832 6

    MAK JENNIFER H - Officer GLOBAL CONTROLLER

    		2023-02-14 16:02:55 -0500 2023-02-13 S 900 $559.89 d 6,843 direct -2.2433 -6.6999 -2.9982 0.0 1 -8.8796 10

    CRUM SCOTT A - Officer CHIEF HUMAN RESOURCES OFFICER

    		2023-02-10 16:32:25 -0500 2023-02-08 F 2,294 $556.90 d 22,074 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    MAK JENNIFER H - Officer GLOBAL CONTROLLER

    		2023-02-10 16:36:44 -0500 2023-02-08 A 1,330 a 8,422 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    MAK JENNIFER H - Officer GLOBAL CONTROLLER

    		2023-02-10 16:36:44 -0500 2023-02-08 F 679 $556.90 d 7,743 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    PETTIT CD BAER - Director - Officer PRESIDENT & COO

    		2023-02-10 16:37:53 -0500 2023-02-08 A 18,980 a 278,067 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    PETTIT CD BAER - Director - Officer PRESIDENT & COO

    		2023-02-10 16:37:53 -0500 2023-02-08 F 8,921 $556.90 d 269,146 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    WIECHMANN ANDREW C. - Officer CHIEF FINANCIAL OFFICER

    		2023-02-10 16:38:42 -0500 2023-02-08 A 1,660 a 18,548 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    WIECHMANN ANDREW C. - Officer CHIEF FINANCIAL OFFICER

    		2023-02-10 16:38:42 -0500 2023-02-08 F 887 $556.90 d 17,661 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    GUTOWSKI ROBERT J. - Officer GENERAL COUNSEL

    		2023-02-10 16:36:02 -0500 2023-02-08 A 1,328 a 17,275 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    GUTOWSKI ROBERT J. - Officer GENERAL COUNSEL

    		2023-02-10 16:36:02 -0500 2023-02-08 F 618 $556.90 d 16,657 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    CRUM SCOTT A - Officer CHIEF HUMAN RESOURCES OFFICER

    		2023-02-10 16:32:25 -0500 2023-02-08 A 3,986 a 24,368 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    FERNANDEZ HENRY A - Director - Officer CHAIRMAN AND CEO

    		2023-02-10 16:33:49 -0500 2023-02-08 A 28,472 a 1,239,585 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    FERNANDEZ HENRY A - Director - Officer CHAIRMAN AND CEO

    		2023-02-10 16:33:49 -0500 2023-02-08 F 15,746 $556.90 d 1,223,839 direct -0.0498 -6.4045 -3.1801 0.8824 3 -8.0755 12

    WIECHMANN ANDREW C. - Officer CHIEF FINANCIAL OFFICER

    		2023-02-07 17:04:47 -0500 2023-02-06 F 69 $553.40 d 16,888 direct -0.2352 1.8244 -1.5453 1.8244 6 -7.2172 15

    GUTOWSKI ROBERT J. - Officer GENERAL COUNSEL

    		2023-02-07 17:01:31 -0500 2023-02-06 F 49 $553.40 d 15,947 direct -0.2352 1.8244 -1.5453 1.8244 6 -7.2172 15

    MAK JENNIFER H - Officer GLOBAL CONTROLLER

    		2023-02-07 17:03:11 -0500 2023-02-06 F 346 $553.40 d 7,092 direct -0.2352 1.8244 -1.5453 1.8244 6 -7.2172 15

    MAK JENNIFER H - Officer GLOBAL CONTROLLER

    		2023-02-07 17:03:11 -0500 2023-02-06 F 135 $553.40 d 7,438 direct -0.2352 1.8244 -1.5453 1.8244 6 -7.2172 15

    CRUM SCOTT A - Officer CHIEF HUMAN RESOURCES OFFICER

    		2023-02-07 17:00:26 -0500 2023-02-06 F 234 $553.40 d 20,382 direct -0.2352 1.8244 -1.5453 1.8244 6 -7.2172 15

    WIECHMANN ANDREW C. - Officer CHIEF FINANCIAL OFFICER

    		2023-02-07 17:04:47 -0500 2023-02-04 F 88 $567.43 d 16,957 direct -0.2352 1.8244 -1.5453 1.8244 6 -7.2172 15

    GUTOWSKI ROBERT J. - Officer GENERAL COUNSEL

    		2023-02-07 17:01:31 -0500 2023-02-04 F 78 $567.43 d 15,996 direct -0.2352 1.8244 -1.5453 1.8244 6 -7.2172 15

    MAK JENNIFER H - Officer GLOBAL CONTROLLER

    		2023-02-07 17:03:11 -0500 2023-02-04 F 108 $567.43 d 7,573 direct -0.2352 1.8244 -1.5453 1.8244 6 -7.2172 15

    CRUM SCOTT A - Officer CHIEF HUMAN RESOURCES OFFICER

    		2023-02-07 17:00:26 -0500 2023-02-04 F 293 $567.43 d 20,616 direct -0.2352 1.8244 -1.5453 1.8244 6 -7.2172 15

    CRUM SCOTT A - Officer CHIEF HUMAN RESOURCES OFFICER

    		2023-02-06 16:00:36 -0500 2023-02-02 A 1,001 a 20,909 direct -0.6246 0.2534 -2.1208 1.1885 7 -7.7966 16

    MAK JENNIFER H - Officer GLOBAL CONTROLLER

    		2023-02-06 16:03:24 -0500 2023-02-02 A 587 a 7,681 direct -0.6246 0.2534 -2.1208 1.1885 7 -7.7966 16

    WIECHMANN ANDREW C. - Officer CHIEF FINANCIAL OFFICER

    		2023-02-06 16:04:25 -0500 2023-02-02 A 1,137 a 17,045 direct -0.6246 0.2534 -2.1208 1.1885 7 -7.7966 16

    GUTOWSKI ROBERT J. - Officer GENERAL COUNSEL

    		2023-02-06 16:02:25 -0500 2023-02-02 A 731 a 16,074 direct -0.6246 0.2534 -2.1208 1.1885 7 -7.7966 16

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    MSCI INC MSCI 2023-03-31 16:45:04 UTC 4.5142 0.3058 2000000
    MSCI INC MSCI 2023-03-31 16:15:04 UTC 4.5142 0.3058 2000000
    MSCI INC MSCI 2023-03-31 15:45:04 UTC 4.5142 0.3058 2000000
    MSCI INC MSCI 2023-03-31 15:15:03 UTC 4.5142 0.3058 2000000
    MSCI INC MSCI 2023-03-31 14:45:04 UTC 4.5142 0.3058 2000000
    MSCI INC MSCI 2023-03-31 14:15:04 UTC 4.5142 0.3058 2000000
    MSCI INC MSCI 2023-03-31 13:45:03 UTC 4.5431 0.2769 2000000
    MSCI INC MSCI 2023-03-31 13:15:03 UTC 4.5431 0.2769 2000000
    MSCI INC MSCI 2023-03-31 12:45:03 UTC 4.5431 0.2769 2000000
    MSCI INC MSCI 2023-03-30 22:15:04 UTC 4.542 0.278 2000000
    MSCI INC MSCI 2023-03-30 21:45:04 UTC 4.542 0.278 2000000
    MSCI INC MSCI 2023-03-30 21:15:04 UTC 4.5517 0.2683 2000000
    MSCI INC MSCI 2023-03-30 20:45:04 UTC 4.5517 0.2683 2000000
    MSCI INC MSCI 2023-03-30 20:15:04 UTC 4.5517 0.2683 2000000
    MSCI INC MSCI 2023-03-30 19:45:04 UTC 4.5517 0.2683 2000000
    MSCI INC MSCI 2023-03-30 19:15:05 UTC 4.5538 0.2662 2000000
    MSCI INC MSCI 2023-03-30 18:45:04 UTC 4.5538 0.2662 2000000
    MSCI INC MSCI 2023-03-30 18:15:04 UTC 4.5538 0.2662 2000000
    MSCI INC MSCI 2023-03-30 17:45:04 UTC 4.5538 0.2662 2000000
    MSCI INC MSCI 2023-03-30 17:15:04 UTC 4.5538 0.2662 2000000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    AGF Investments Trust- AGFIQ U.S. Market Neutral Value Fund MSCI -8.0 shares, $-2854.24 2020-09-30 N-PORT
    FundVantage Trust- Gotham Absolute 500 Core Fund MSCI -20.0 shares, $-5779.2 2020-03-31 N-PORT
    FundVantage Trust- Gotham Neutral 500 Fund MSCI -38.0 shares, $-15932.64 2021-03-31 N-PORT
    AGF Investments Trust- AGFIQ Hedged Dividend Income Fund MSCI -15.0 shares, $-7543.2 2022-03-31 N-PORT
    GMO TRUST- GMO Alternative Allocation Fund MSCI -700.0 shares, $-355481.0 2022-11-30 N-PORT
    GMO TRUST- GMO Strategic Opportunities Allocation Fund MSCI -500.0 shares, $-253915.0 2022-11-30 N-PORT
    GMO TRUST- GMO Implementation Fund MSCI -12800.0 shares, $-6500224.0 2022-11-30 N-PORT
    GMO TRUST- GMO Benchmark-Free Fund MSCI -3900.0 shares, $-1980537.0 2022-11-30 N-PORT
    AGF Investments Trust- AGFIQ U.S. Market Neutral Anti-Beta Fund MSCI -3690.0 shares, $-1716477.3 2022-12-31 N-PORT
    FundVantage Trust- Gotham Hedged Core Fund MSCI -70.0 shares, $-32561.9 2022-12-30 N-PORT
    FundVantage Trust- Gotham Enhanced 500 Plus Fund MSCI -18.0 shares, $-8373.06 2022-12-30 N-PORT
    Legg Mason Global Asset Management Trust- Franklin Global Market Neutral Fund MSCI -359.0 shares, $-166996.03 2022-12-30 N-PORT
    AQR Funds- AQR Alternative Risk Premia Fund MSCI -980.0 shares, $-455866.6 2022-12-31 N-PORT

    Congressional Transactions Past 6-Months

    To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***
    Congress Person Party Chamber Filing Filing Date Transaction Date Security Type Owner Transaction Amount
    Hon. Josh Gottheimer democrat House Filing 2023-02-06 2023-01-11 JT SP $1,001-$15,000
    Hon. Rohit Khanna democrat House Filing 2023-02-02 2023-01-09 SP $1,001-$15,000
    Hon. Rohit Khanna democrat House Filing 2022-12-02 2022-11-03 SP S $1,001-$15,000

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