MSCI (NYSE: MSCI) reported third-quarter 2026 operating revenue of $892.0 million, up 12.4% from a year earlier. Net income rose 7.9% to $351.0 million, while diluted earnings per share increased 14.4% to $4.86.
Index revenue grew 18.1% to $532.6 million, supported by a 24.9% increase in asset-based fees. MSCI reported an operating margin of 56.3% and declared a fourth-quarter cash dividend of $2.05 per share.
- Recurring subscription revenue increased 7.7% and asset-based fees rose 24.9%.
- Operating income increased 12.2% to $502.1 million.
- Third-quarter operating cash flow was $436.1 million.
- MSCI repurchased $552.3 million of shares during the quarter.
- Cash and cash equivalents totaled $261.0 million at September 30, 2026.
$MSCI Insider Trading Activity
$MSCI insiders have traded $MSCI stock on the open market 12 times in the past 6 months. Of those trades, 8 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $MSCI stock by insiders over the last 6 months:
- ALVISE J. MUNARI (Chief Product Officer) has made 0 purchases and 2 sales selling 10,000 shares for an estimated $5,920,351.
- HENRY A FERNANDEZ (Chairman and CEO) has made 7 purchases buying 4,000 shares for an estimated $2,249,591 and 0 sales.
- RAJAT TANEJA purchased 1,786 shares for an estimated $1,000,160
- ANDREW C. WIECHMANN (Chief Financial Officer) has made 0 purchases and 2 sales selling 900 shares for an estimated $528,552.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MSCI Hedge Fund Activity
We have seen 483 institutional investors add shares of $MSCI stock to their portfolio, and 508 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VIKING GLOBAL INVESTORS LP added 1,160,687 shares (+inf%) to their portfolio in Q2 2026, for an estimated $650,031,147
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,093,412 shares (+114.4%) to their portfolio in Q2 2026, for an estimated $612,354,456
- EDGEWOOD MANAGEMENT LLC removed 737,894 shares (-52.6%) from their portfolio in Q2 2026, for an estimated $413,250,155
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 597,876 shares (+inf%) to their portfolio in Q2 2026, for an estimated $334,834,475
- JPMORGAN CHASE & CO added 581,611 shares (+inf%) to their portfolio in Q2 2026, for an estimated $325,725,424
- WINSLOW CAPITAL MANAGEMENT, LLC added 529,653 shares (+inf%) to their portfolio in Q2 2026, for an estimated $296,626,866
- BAMCO INC /NY/ added 512,364 shares (+19.0%) to their portfolio in Q2 2026, for an estimated $286,944,334
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
