MSCI

MSCI MSCI is set to report its second-quarter 2026 results on July 21, 2026.The Zacks Consensus Estimate for second-quarter 2026 earnings is currently pegged at $4.89 per share, which has increased 1.45% over the past 30 days. The figure indicates an increase of 17.27% year over year. The consensus mark for revenues is pegged at $856.06 million, suggesting an increase of 10.79% from the year-ago quarter’s reported numbers.MSCI’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 1.70%. MSCI Inc price-eps-surprise | MSCI Inc Quote Let’s see how things have shaped up for the upcoming announcement. MSCI’s second-quarter 2026 performance is expected to have benefited from steady demand for its indexes, analytics and private-asset tools, supported by high retention and improved recurring sales momentum. In the first quarter of 2026, MSCI achieved its highest first-quarter recurring net new subscription sales since 2022, totaling $39.6 million, with the Index segment alone contributing a record $24.8 million. This momentum, supported by a 13% year-over-year increase in total run rate and robust performance across client segments such as hedge funds, banks and brokerages, positions MSCI for further revenue growth.Another significant benefit for MSCI in the next quarter is the record level of asset-based fees, driven by substantial growth in assets under management (AUM) linked to MSCI indexes. In the first quarter of 2026, equity ETF AUM reached $2.4 trillion, with asset-based fee run rate growth of 25.1% year over year. This was fueled by both market appreciation and strong inflows into ETFs and non-ETF indexed funds. The Index segment’s asset-based fees grew 26.6%, and ETF AUM increased across all major geographic exposures, including the U.S., Developed Markets ex-U.S., and Emerging Markets. This trend is likely to have continued, providing a solid foundation for further asset-based revenue growth in the to-be-reported quarter.MSCI is also poised to benefit from its ongoing innovation and recent strategic acquisitions. The company launched several new solutions in the first quarter of 2026, such as Index AI Insights (an AI-powered index analytics tool), AI for Private Markets, and daily private markets indexes. These offerings enhance MSCI’s value proposition by providing advanced analytics and decision-s...

Analysts on Wall Street project that MSCI (MSCI) will announce quarterly earnings of $4.89 per share in its forthcoming report, representing an increase of 17.3% year over year. Revenues are projected to reach $858.34 million, increasing 11.1% from the same quarter last year. The consensus EPS estimate for the quarter has undergone an upward revision of 1.9% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock. While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective. With that in mind, let's delve into the average projections of some MSCI metrics that are commonly tracked and projected by analysts on Wall Street. The collective assessment of analysts points to an estimated 'Operating Revenues- Sustainability and Climate' of $92.65 million. The estimate indicates a year-over-year change of +4.2%. It is projected by analysts that the 'Operating Revenues- Asset-based fees - Total' will reach $229.99 million. The estimate points to a change of +25% from the year-ago quarter. The consensus among analysts is that 'Operating Revenues- Analytics' will reach $186.93 million. The estimate indicates a year-over-year change of +5.2%. Analysts expect 'Operating Revenues- All Other - Private Assets' to come in at $74.79 million. The estimate points to a change of +5% from the year-ago quarter. According to the collective judgment of analysts, 'Period-End AUM in ETFs linked to MSCI equity indexes' should come in at $2.78 billion. Compared to the current estimate, the company reported $2.02 billion in the same quarter of the previous year. Analysts forecast 'Index Run Rate - Recurring subscriptions' to reach $1.08 billion. Compared to the current estimate, the company reported $968.71 million in the sa...

Wall Street expects a year-over-year decline in earnings on higher revenues when SEI Investments (SEIC) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on July 22, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This investment management firm is expected to post quarterly earnings of $1.45 per share in its upcoming report, which represents a year-over-year change of -18.5%. Revenues are expected to be $637.92 million, up 14% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 3.17% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictiv...

Wall Street expects a year-over-year increase in earnings on higher revenues when MSCI (MSCI) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 21. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This maker of software tools to help portfolio managers make investment decisions is expected to post quarterly earnings of $4.89 per share in its upcoming report, which represents a year-over-year change of +17.3%. Revenues are expected to be $856.06 million, up 10.8% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.94% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However,...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider MSCI (MSCI). This company, which is in the Zacks Financial - Investment Management industry, shows potential for another earnings beat. This maker of software tools to help portfolio managers make investment decisions has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 2.14%. For the most recent quarter, MSCI was expected to post earnings of $4.4 per share, but it reported $4.55 per share instead, representing a surprise of 3.41%. For the previous quarter, the consensus estimate was $4.62 per share, while it actually produced $4.66 per share, a surprise of 0.87%. With this earnings history in mind, recent estimates have been moving higher for MSCI. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. MSCI has an Earnings ESP of +2.40% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 21, 2026. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. Bu...

NEW YORK, July 08, 2026--(BUSINESS WIRE)--MSCI Inc. ("MSCI" or the "Company") (NYSE: MSCI) today announced that it will host a conference call, as previously scheduled, to review second quarter 2026 financial results on Tuesday, July 21, 2026, at 11:00 a.m. Eastern Time. The results for second quarter 2026 will be released pre-market on the same day. A copy of the earnings release and other related materials and a live webcast will be available on the events and presentation section of MSCI’s Investor Relations website https://ir.msci.com/events-and-presentations. Participants who wish to join the second quarter 2026 earnings call via telephone should register in advance by clicking here. Registered participants will receive an email confirmation with a unique PIN to access the conference call. An archived replay of the webcast will be available shortly after the conclusion of the event. About MSCI Inc. MSCI Inc. (NYSE: MSCI) strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates. To learn more, please visit www.msci.com. MSCI#IR View source version on businesswire.com: https://www.businesswire.com/news/home/20260708836116/en/ Contacts MSCI Inc. Contacts Investor Inquiries [email protected] Jeremy Ulan +1 646 778 4184 [email protected] Jisoo Suh +1 917 825 7111 Media Inquiries [email protected] Melanie Blanco +1 212 981 1049Konstantinos Makrygiannis +44 (0)7768 930056Tina Tan +852 2844 9320

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. MSCI stock has returned 29.7% over the past three years and sits near US$608. Its valuation checks point to a company that looks closer to fairly valued on intrinsic value estimates, while screening as expensive on market multiples. Over the last three years, MSCI’s 29.7% return suggests investors have already priced in a meaningful portion of the growth story. Recent moves to deepen climate and ESG data offerings, such as the planned First Street acquisition and partnerships like PeerView, can support long term cash flow expectations. At the same time, insider selling and regulatory questions around some index markets remain a potential overhang for how much investors are willing to pay. MSCI currently passes only 2 of 6 valuation checks, which leans more toward a quality stock that is priced on the rich side rather than a clear bargain. The issue now is whether MSCI’s current price leaves enough upside compared with its intrinsic value estimate to justify paying a premium multiple. MSCI delivered 6.1% returns over the last year. See how this stacks up to the rest of the Capital Markets industry. The Discounted Cash Flow (DCF) model here uses projected free cash flows to estimate what MSCI could be worth today. MSCI generated last twelve month free cash flow of about $1.47b, and the cash flows in the model are assumed to keep growing rather than shrinking, which suits a business built on recurring data and index revenues. On these assumptions, the DCF points to an intrinsic value of about $663 per share, compared with the recent price around $608, implying the stock screens roughly 8.3% undervalued. The recent acquisition of First Street, focused on climate risk analytics, helps explain why investors may be comfortable paying close to intrinsic value for MSCI even if the model only shows a modest discount. Overall, MSCI looks roughly fairly valued on this DCF view, with only a small margin between price and estimated intrinsic value. MSCI is fairly valued according to our Discounted Cash Flow (DCF), but this can change at a moment's notice. Track the value in your watchlist or portfolio and be alerted on when to act. Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for MSCI. P/E is a...

New York-based MSCI Inc. (MSCI) provides critical decision support tools and solutions for the investment community to manage investment processes worldwide. Valued at $40.4 billion by market cap, the company produces indices and risk and return portfolio analytics for use in managing investment portfolios. The leading provider of investment decision-support tools and indices is expected to announce its fiscal second-quarter earnings for 2026 before the market opens on Tuesday, Jul. 21. Ahead of the event, analysts expect MSCI to report a profit of $4.82 per share on a diluted basis, up 15.6% from $4.17 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s EPS estimates in its last four quarterly reports. Billionaire Mark Cuban Asks If AI ‘Collapses’ And Data Centers Turn Into ‘Chuck E Cheeses,’ Would That ‘Create A Revival Of Jobs?’ As Trump Doubles Down on Quantum Computing, This Is the Top-Performing Stock to Buy YTD Why Verizon, AT&T, and T-Mobile Should Be Terrified of Elon Musk’s Next Move Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. For the full year, analysts expect MSCI to report EPS of $19.62, up 13.5% from $17.28 in fiscal 2025. Its EPS is expected to rise 14.2% year over year to $22.41 in fiscal 2027. MSCI stock has underperformed the S&P 500 Index’s ($SPX) 19.8% gains over the past 52 weeks, with shares down 1.9% during this period. Similarly, it underperformed the State Street Financial Select Sector SPDR ETF’s (XLF) 3.4% returns over the same time frame. On Apr. 21, MSCI shares closed up more than 5% after reporting its Q1 results. Its adjusted EPS of $4.55 exceeded Wall Street expectations of $4.40. The company’s revenue was $850.8 million, beating Wall Street forecasts of $834.3 million. Analysts’ consensus opinion on MSCI stock is bullish, with a “Strong Buy” rating overall. Out of 18 analysts covering the stock, 13 advise a “Strong Buy” rating, two suggest a “Moderate Buy,” two give a “Hold,” and one recommends a “Strong Sell.” MSCI’s average analyst price target is $686.76, indicating a notable potential upside of 23.8% from the current levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All inform...

NEW YORK, June 23, 2026--(BUSINESS WIRE)--MSCI released the results of the MSCI 2026 Market Classification Review. Key takeaways from this year's review include: Reclassification of Bulgaria from Standalone to Frontier Market status Assessment of shareholder transparency and coordinated trading concerns in the Indonesian and Turkish equity markets, acknowledging the announced steps undertaken by both markets to address these matters and noting the continued potential for future consultations on the appropriate treatment of these markets if credible progress is not observed Acknowledgement of the removal of floor prices in Bangladesh, with a caution that any reintroduction could prompt a consultation on reclassification from Frontier to Standalone Market status Ongoing monitoring of the implementation of measures aimed at improving the accessibility of the Korean equity market for international institutional investors Reminder on the reclassification of Greece from Emerging to Developed Market status at the May 2027 Index Review "The MSCI Market Classification Framework determines whether a market is developed, emerging, or frontier based on the accessibility and investability that international institutional investors actually experience," said Raman Aylur Subramanian, Head of Market Classification and Taxonomies. "Index inclusion and market classification are not static judgments. They must be continuously assessed against market changes and the experience of international institutional investors. When market access or experiences worsen, our framework requires us to respond decisively. And when market accessibility and investability improve in a meaningful and sustained way, markets can progress through the classification framework, as seen with Bulgaria and Greece." More information related to the MSCI 2026 Market Classification Review, including the results of the 2026 MSCI Global Market Accessibility Review, can be viewed at: www.msci.com/market-classification. Results of the Consultation on the Classification of Bulgaria MSCI announced its decision to reclassify Bulgaria from Standalone Market status to Frontier Market status. The reclassification proposal was originally launched for consultation in 2024, after enough Bulgarian securities met the Size and Liquidity Requirements for Frontier Markets. The decision was subsequently deferred following feed...

NEW YORK, June 18, 2026--(BUSINESS WIRE)--MSCI released the results of the MSCI 2026 Global Market Accessibility Review. The detailed report, covering market accessibility assessments for 79 markets, has been made available on www.msci.com/market-classification. Bulgaria is not included in the MSCI 2026 Global Market Accessibility Review report released today. Information for this market will be made available on June 23, 2026, concurrent with the MSCI 2026 Annual Market Classification Review announcement. As a reminder, Bulgaria is under review for potential reclassification from Standalone Market status to Frontier Market status. The MSCI Global Market Accessibility Review aims to assess and track the evolution of accessibility in individual markets, and to inform market authorities about areas that global institutional investors perceive as not meeting international standards and would welcome improvements.Consistent with prior years, the MSCI 2026 Global Market Accessibility Review provides a detailed assessment of market accessibility for each equity market included in the MSCI Indexes and evaluates the following five market accessibility criteria: Openness to foreign ownership Ease of capital inflows / outflows Efficiency of the operational framework Availability of investment instruments Stability of the institutional framework These five criteria reflect areas that international institutional investors generally place strong emphasis on when evaluating investment accessibility of a market, including equal treatment of investors, free flow of capital, cost of investment, unrestrictive use of stock market data, and market-specific risk. MSCI uses 18 distinct accessibility measures to assess these five criteria, described in detail in the MSCI 2026 Global Market Accessibility Review report. Market accessibility, along with economic development and size and liquidity, determine classification of markets into Developed, Emerging, Frontier and Standalone Markets. The classification of markets is a key input in the process of index construction as it determines the composition of the investment opportunity sets to be represented. The results of the MSCI 2026 Annual Market Classification Review will be announced on June 23, 2026. More information on the MSCI Market Classification Framework is available at www.msci.com/market-classification. -Ends- About MSCI...

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A month has gone by since the last earnings report for Franklin Resources (BEN). Shares have added about 7.5% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Franklin Resources due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Franklin Resources, Inc. before we dive into how investors and analysts have reacted as of late. Franklin reported second-quarter fiscal 2026 (ended March 31, 2026) adjusted earnings of 71 cents per share, which surpassed the Zacks Consensus Estimate of 55 cents per share. Also, the bottom line compared favorably with 47 cents reported in the year-ago quarter. Results benefited from higher revenues. However, a slight decline in assets under management and elevated expenses remained headwinds. The results include certain items. After considering those, net income (GAAP basis) was $268.2 million, up 77.1% year over year. Revenues & Expenses Increase Y/Y Total operating revenues increased 8.7% year over year to $2.29 billion in the fiscal second quarter. The rise was due to an increase in all the components except other revenues. Further, the reported figure outpaced the Zacks Consensus Estimate of $2.18 billion. Investment management fees rose 8.7% year over year to $1.82 billion. Sales and distribution fees increased 8.7% year over year to $396.6 million. Shareholder-servicing fees rose 11.4% on a year-over-year basis to $69 million. Other revenues decreased 9% year over year to $10 million. Total operating expenses increased marginally year over year to $1.97 billion. The rise was due to an increase in compensation and benefits costs, sales, distribution and marketing costs, and general, administrative and other costs. Franklin reported an operating margin of 14.1% compared with 6.9% in the year-ago quarter. AUM Rises As of March 31, 2026, total AUM was $1.68 trillion, down marginally on a sequential basis. Franklin’s long-term net inflows were $16.9 billion in the reported quarter compared with $28 billion in the prior quarter. The average AUM was $1.70 trillion, which increased 1.5% on a sequential basis. Capital Position As of March 31, 2026, cash and cash equivalents and investments were $6.2 billion, while total...