MSCI — MSCI Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates MSCI Bullish with a Setup Score of 28, net conviction 33, actionability 24. How the Setup Score works →

Total Setup Score28
Directional BiasBullish
Net Conviction33
Actionability24 (in range)

Key signals behind this score

About MSCI Inc

MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and as… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$603.35
Market Cap$43.86B
Float68.9M
Shares Outstanding72.7M
P/E (Forward)29.59
P/E (TTM)34.42
Price/Sales (TTM)13.54
vs. Analyst Target+14.4% to analyst PT
Profit Margin40.74%
Operating Margin (TTM)53.70%
Revenue (TTM)$3.24B
Earnings Growth (YoY)49.10%
Dividend Rate8.2%
Analyst Target Price$690.44 (19 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.70B $602M $1.40B $953M
2021 $2.04B $726M $1.68B $1.15B
2022 $2.25B $871M $1.84B $1.36B
2023 $2.53B $1.15B $2.08B $1.71B
2024 $2.86B $1.11B $2.34B $1.75B
2025 $3.13B $1.20B $2.58B $1.93B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $773M $304M
Sep 2025 $793M $325M
Dec 2025 $823M $285M
Mar 2026 $851M $406M

Ownership & Float

Insider Ownership3.6%
Institutional Ownership93.8%
Short Float2.6%
% of All Funds Holding12.07%
Number of Funds Holding992

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$592.41Near-term / short-term trend
Weekly40-Week SMA$570.62Medium-term trend
Weekly80-Week SMA$568.33Cyclical trend (business cycle)
Weekly200-Week SMA$541.20Secular trend (multi-year)
Monthly10-Month SMA$583.22Near-term monthly trend
Monthly20-Month SMA$578.37Medium-term monthly trend
Monthly40-Month SMA$555.01Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$633.00 resistance 1.13x 0 months ago
$482.00 support 1.16x 23 months ago
$466.00 support 1.69x 25 months ago

Historical Earnings Reactions (74 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.33% 0.33% 64.86% 7.72% -4.21%
1 Day 0.67% 0.90% 64.86% 5.37% -6.02%
1 Week 1.56% 1.42% 63.51% 12.79% -21.57%
2 Weeks 2.06% 2.49% 68.92% 15.63% -15.07%
1 Month 3.76% 4.10% 75.68% 22.13% -22.07%

Next earnings: July 21, 2026 (10 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.2%47.4%19
Feb0.7%57.9%19
Mar3.3%73.7%19
Apr1.2%52.6%19
May2.1%73.7%19
Jun0.8%52.6%19
Jul5.6%66.7%18
Aug1.5%66.7%18
Sep-2.5%38.9%18
Oct-1.0%55.6%18
Nov3.7%72.2%18
Dec4.0%47.4%19

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.07% 53.2% 880
Tuesday 0.06% 52.1% 963
Wednesday 0.06% 51.7% 962
Thursday 0.19% 54.8% 942
Friday 0.21% 55.5% 938

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 93.8%

Insider Transactions — Smart Summary

Total insider ownership: 3.6%

12-Month Insider Activity Summary

Total Filings10
Net Value+$12.2M
Net Shares Change27,227
% of Float0.0%
C-Suite Filings9
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Fernandez Henry A Chairman and CEO +$19.2M 4 6 buy
Munari Alvise J. Chief Product Officer -$5.9M 1 1 sell
Ashe Robert G. +$2.0M 1 1 buy
Wiechmann Andrew C. Chief Financial Officer -$771,552 3 N/A
Gutowski Robert J. General Counsel -$348,454.08 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-18 Fernandez Henry A Chairman and CEO +$2.2M Transaction at $562.40, now +7.3%
2026-04-28 Munari Alvise J. Chief Product Officer -$5.9M Transaction at $592.04, now +1.9%
2025-12-09 Fernandez Henry A Chairman and CEO +$6.7M Transaction at $536.15, now +12.5%
2025-07-28 Fernandez Henry A Chairman and CEO +$6.7M Transaction at $539.92, now +11.7%
2026-02-17 Fernandez Henry A Chairman and CEO +$3.6M Transaction at $523.56, now +15.2%
2026-02-20 Ashe Robert G. +$2.0M Transaction at $543.21, now +11.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for MSCI Inc (MSCI) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for MSCI on Trend Edge →