MSCI Reports Strong Q4 2025 Financial Results with Record Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy MSCI?
Source: Businesswire
MSCI Inc's stock rose by 4.12% as it reached a 20-day high, reflecting positive investor sentiment following its recent earnings report.
The company reported Q4 2025 revenues of $822.5 million, a 10.6% increase year-over-year, driven by strong inflows into ETF products. The adjusted EPS reached $4.66, up 11.5% year-over-year, marking the 11th consecutive year of double-digit adjusted EPS growth. This strong performance highlights MSCI's competitive position and growth potential in the market.
The implications of these results suggest that MSCI is well-positioned for continued growth, with a stable customer retention rate of 93.4% and improved operating margins, indicating effective cost control and efficiency enhancements.
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Analyst Views on MSCI
Wall Street analysts forecast MSCI stock price to rise
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 564.900
Low
570.00
Averages
648.88
High
710.00
Current: 564.900
Low
570.00
Averages
648.88
High
710.00
About MSCI
MSCI Inc. (MSCI) is a provider of critical decision support tools and solutions for the global investment community. The Company operates through four segments: Index, Analytics, ESG and Climate, and All Other-Private Assets. The Index segment offers products, such as MSCI Global Equity Indexes, ESG and Climate Indexes, Factor Indexes, Thematic Indexes, Client-Designed Indexes, Fixed Income Indexes and Real Assets Indexes. The Analytics segment offers risk management, performance attribution and portfolio management content, applications and services. Its ESG and Climate segment offerings include MSCI ESG Ratings, MSCI ESG Business Involvement Screening Research, and MSCI Climate Solutions. The Company's All Other-Private Assets segment comprises the Real Assets segment and Private Capital Solutions segment. The Real Assets segment offers data, benchmarks, return-analytics, climate assessments and market insights for tangible assets such as real estate and infrastructure.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Industry Outlook Assessment: Although fears mount that artificial intelligence could disrupt business models in the software industry, Burry believes that the companies he selected will not be severely affected, expressing optimism about their investment potential after thorough forensic, competitive, and fundamental analysis.
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- Market Leadership: Since 2021, NYSE Arca Options has ranked first in multi-listed electronic trading volume, demonstrating its ability to provide deep liquidity to participants and further solidifying its market leadership.
- Product Expansion Agreement: NYSE recently entered into an agreement with MSCI to become the U.S. options listings venue for benchmark MSCI indexes, enhancing its product offerings and competitive position in the market.
- Technology Platform Upgrade: Following its migration to the NYSE Pillar platform in 2022, NYSE Arca Options has excelled under extreme market conditions, processing over 26 billion messages in April 2025 and achieving a single-day record of over 12 million contracts traded, showcasing the efficiency and resilience of its technology.
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- Market Demand: As the number and size of companies in private markets grow, investor demand for transparency and consistency increases, and MSCI responds to this market need by aiming to build a more transparent investment ecosystem through the acquisition.
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Market Impact: This move is anticipated to strengthen the company's competitive edge in the industry.
Future Plans: The company aims to integrate PM Insights' technologies and expertise into its existing operations for better service delivery.
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