MSCI Msci (MSCI) Insider Trading, Ownership & Congress Trades
Services · Services-business services, nec · CIK 0001408198
C-suite buying · 1Form 144 · 2
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
519
13F, latest reported quarter
What the filings say about MSCI
Insiders, 180 days
+$1.2M net bought
2 buyers · 2 sellers · 33% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: purchase, 2025-04-08
Planned sales (Form 144), 90 days
$1.7M
2 notices
Msci insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, MSCI Inc. insiders bought a net $1.2M of stock across 163 Form 4 purchases and sales, with 2 insiders buying. Source: SEC Form 4 filings, as of 2026-10-29.
Insider
Filed
Shares
Value
Since filing
Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Nov 24, 2025.
- The trade is 16.9% of the 14,104 shares held after it.
- 1 other insider sold within 30 days.
- 519 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Gutowski Robert J. sold about $1.5M of MSCI on Oct 22, 2026; 1 other insider sold within 30 days and 519 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Jun 10, 2026.
- The trade is 2.1% of the 21,644 shares held after it.
- 1 other insider sold within 30 days.
- 519 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Wiechmann Andrew C. sold about $256.5K of MSCI under a 10b5-1 plan on Oct 12, 2026; 1 other insider sold within 30 days and 519 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 33.0% of the 5,404 shares held after it.
- No other insider bought within 30 days.
- 519 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Taneja Rajat bought about $1.0M of MSCI on Sep 2, 2026; 519 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Mar 17, 2026.
- The trade is 2.0% of the 22,094 shares held after it.
- No other insider sold within 30 days.
- 519 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Wiechmann Andrew C. sold about $272.1K of MSCI on Jun 10, 2026; 519 funds added in the latest 13F quarter.Context
- 43 earlier Form 4 trades (code P or S) here by this insider (43 buys), the last on Feb 17, 2026.
- +2.4% median (+4.2% mean) 90-day return after 8 previous buys.
- The trade is 0.0% of the 1,728,081 shares held after it.
- No other insider bought within 30 days.
- 519 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman and CEO Fernandez Henry A bought about $67.1K of MSCI on May 15, 2026; 519 funds added in the latest 13F quarter.163 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$1.2M over 180 days
-$741.3K over 90 days
more than 92% of Services
Congress
no House purchase disclosed in the last 12 months
Funds
519 funds bought in last quarter
more than 94% of Services
Revenue
+9.7% year over year
more than 62% of Services
Margin
38.4% net margin
more than 94% of Services
Buybacks
$1.1B repurchased, FY to 2026-09-30
more than 94% of Services
Short interest
2.2% of the float short (float per yahoo 2026-10-27) · 3.0 days to cover · settled 2026-10-15
below 54% of Services
What changed in the last 30 days
Oct 26General Counsel Gutowski Robert J. sold $1.5M (Oct 22)
Oct 22Officer ROBERT GUTOWSKI filed to sell $1.5M by Oct 22 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 14Chief Financial Officer Wiechmann Andrew C. sold $256.5K under a 10b5-1 plan (Oct 12)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 13Officer ANDREW CRAIG WIECHMANN filed to sell $256.5K by Oct 12 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch MSCI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+15.5%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns MSCI: institutional holders (13F)
13F holdings, latest reported quarter
5,468,585 sh
$3.1B
4,644,770 sh
$2.6B
4,163,745 sh
$2.3B
3,211,753 sh
$1.8B
3,194,918 sh
$1.8B
Congress trades in MSCI
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2025-04-08 · disclosed 30 days later
$1,001 - $15,000
Sold 2025-04-01 · disclosed 43 days later
$1,001 - $15,000
Sold 2025-03-20 · disclosed 25 days later
$1,001 - $15,000
Bought 2025-01-15 · disclosed 28 days later
$1,001 - $15,000
Sold 2025-01-13 · disclosed 31 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
MSCI planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
ROBERT GUTOWSKI
Filed 2026-10-22
$1.5M
ANDREW CRAIG WIECHMANN
Filed 2026-10-13
$256.5K
MSCI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Baron Generational Growth Fund
$409.9M position · as of 2026-06-30
19.5%
LVIP Baron Growth Opportunities Fund
$62.1M position · as of 2026-06-30
9.3%
VY(R) BARON GROWTH PORTFOLIO
$19.4M position · as of 2026-06-30
9.2%
YCG Enhanced Fund
$26.4M position · as of 2026-05-31
5.2%
Invesco Bloomberg Financial Data Providers ETF
$2.6M position · as of 2026-05-31
5.2%
Guru Favorite Stocks ETF
$1.8M position · as of 2026-05-29
5.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Henry A. Fernandez
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$33.3M
$19.8M
$5.8M
+35%
+108%
2024
$15.7M
$17.9M
$4.8M
+40%
+80%
2023
$13.8M
$42.4M
$4.4M
+30%
+37%
2022
$13.0M
-$39.0M
$3.9M
+6%
+19%
2021
$10.3M
$81.2M
$3.5M
+38%
+36%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $1.2M bought by insiders over 180 days, 519 funds added last quarter, $1.7M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
MSCI financials
Revenue growth
+9.7%
XBRL, annual
Net margin
38.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.4B
four quarters, 2025-10-01 to 2026-09-30
Revenue, TTM MSCI
| FY Dec 2025 | $3.1B |
| FY Dec 2024 | $2.9B |
| FY Dec 2023 | $2.5B |
| FY Dec 2022 | $2.2B |
| FY Dec 2021 | $2.0B |
| Sep 2026 | $892.0M |
| Jun 2026 | $867.0M |
| Mar 2026 | $850.8M |
| Dec 2025 | $822.5M |
| Sep 2025 | $793.4M |
| Jun 2025 | $772.7M |
| Mar 2025 | $745.8M |
| Dec 2024 | $743.5M |
At each fiscal year end
Single quarter
Net margin, TTM
+40.3%
net income over revenue, 2025-10-01 to 2026-09-30
Net margin, TTM MSCI
| FY Dec 2025 | +38.4% |
| FY Dec 2024 | +38.8% |
| FY Dec 2023 | +45.4% |
| FY Dec 2022 | +38.7% |
| FY Dec 2021 | +35.5% |
| Sep 2026 | +39.3% |
| Jun 2026 | +39.4% |
| Mar 2026 | +47.7% |
| Dec 2025 | +34.6% |
| Sep 2025 | +41.0% |
| Jun 2025 | +39.3% |
| Mar 2025 | +38.7% |
| Dec 2024 | +41.1% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.6B
operating cash flow minus capex, 2025-10-01 to 2026-09-30
Free cash flow, TTM MSCI
| FY Dec 2025 | $1.5B |
| FY Dec 2024 | $1.5B |
| FY Dec 2023 | $1.2B |
| FY Dec 2022 | $1.1B |
| FY Dec 2021 | $922.6M |
| Sep 2026 | $422.7M |
| Jun 2026 | $359.8M |
| Mar 2026 | $304.0M |
| Dec 2025 | $488.7M |
| Sep 2025 | $445.4M |
| Jun 2025 | $324.9M |
| Mar 2025 | $290.1M |
| Dec 2024 | $416.4M |
At each fiscal year end
Single quarter
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Debt to equity MSCI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Sep 2026 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.24x
TTM operating cash flow over long-term 2026-09-30 plus current 2024-12-31 (21 months older than the period end)
Cash flow to debt MSCI
| FY Dec 2025 | 0.26x |
| FY Dec 2024 | 0.33x |
| FY Dec 2023 | 0.27x |
| FY Dec 2022 | 0.24x |
| FY Dec 2021 | 0.22x |
| Sep 2026 | 0.24x |
| Jun 2026 | 0.26x |
| Mar 2026 | 0.25x |
| Dec 2025 | 0.26x |
| Sep 2025 | 0.28x |
| Jun 2025 | 0.33x |
| Mar 2025 | 0.33x |
| Dec 2024 | 0.33x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
n/a
average equity is zero or negative
Return on equity MSCI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Sep 2026 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+25.2%
TTM net income over average of 2025-09-30 and 2026-09-30
Return on assets MSCI
| FY Dec 2025 | +21.6% |
| FY Dec 2024 | +20.2% |
| FY Dec 2023 | +21.8% |
| FY Dec 2022 | +16.6% |
| FY Dec 2021 | +15.0% |
| Sep 2026 | +25.2% |
| Jun 2026 | +24.7% |
| Mar 2026 | +24.2% |
| Dec 2025 | +21.6% |
| Sep 2025 | +22.7% |
| Jun 2025 | +21.8% |
| Mar 2025 | +21.1% |
| Dec 2024 | +20.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+41.5%
operating income after a 14.8% effective tax rate, over long-term 2026-09-30 plus current 2024-12-31 (21 months older than the period end) plus average of 2025-09-30 and 2026-09-30 minus cash
Return on invested capital MSCI
| FY Dec 2025 | +35.0% |
| FY Dec 2024 | +38.6% |
| FY Dec 2023 | +40.0% |
| FY Dec 2022 | +37.0% |
| FY Dec 2021 | +36.3% |
| Sep 2026 | +41.5% |
| Jun 2026 | +37.3% |
| Mar 2026 | +36.6% |
| Dec 2025 | +35.0% |
| Sep 2025 | +37.0% |
| Jun 2025 | +40.2% |
| Mar 2025 | +38.9% |
| Dec 2024 | +38.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+48.2%
operating income (EBIT proxy) over average of 2025-09-30 and 2026-09-30 minus current liabilities
Return on capital employed MSCI
| FY Dec 2025 | +44.3% |
| FY Dec 2024 | +38.9% |
| FY Dec 2023 | +35.7% |
| FY Dec 2022 | +30.2% |
| FY Dec 2021 | +28.9% |
| Sep 2026 | +48.2% |
| Jun 2026 | +47.0% |
| Mar 2026 | +45.9% |
| Dec 2025 | +44.3% |
| Sep 2025 | +41.7% |
| Jun 2025 | +40.3% |
| Mar 2025 | +39.2% |
| Dec 2024 | +38.9% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
32.68x
close 2026-10-26 over four quarters of diluted EPS, 2025-10-01 to 2026-09-30
P/E, trailing MSCI
| FY Dec 2025 | 36.54x |
| FY Dec 2024 | 42.67x |
| FY Dec 2023 | 39.28x |
| FY Dec 2022 | 43.39x |
| FY Dec 2021 | 70.42x |
| Sep 2026 | 28.50x |
| Jun 2026 | 30.62x |
| Mar 2026 | 30.77x |
| Dec 2025 | 36.54x |
| Sep 2025 | 35.96x |
| Jun 2025 | 38.19x |
| Mar 2025 | 38.87x |
| Dec 2024 | 42.67x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$50.6B
market value at close 2026-10-26 on 2026-10-13 shares, plus long-term 2026-09-30 plus current 2024-12-31 (21 months older than the period end), minus cash 2026-09-30
Enterprise value MSCI
| FY Dec 2025 | $48.8B |
| FY Dec 2024 | $51.1B |
| FY Dec 2023 | $48.8B |
| FY Dec 2022 | $40.7B |
| FY Dec 2021 | $53.3B |
| Sep 2026 | $45.6B |
| Jun 2026 | $46.8B |
| Mar 2026 | $45.6B |
| Dec 2025 | $48.8B |
| Sep 2025 | $49.0B |
| Jun 2025 | $48.8B |
| Mar 2025 | $48.1B |
| Dec 2024 | $51.1B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+3.6%
TTM free cash flow over market value at close 2026-10-26
FCF yield MSCI
| FY Dec 2025 | +3.6% |
| FY Dec 2024 | +3.1% |
| FY Dec 2023 | +2.7% |
| FY Dec 2022 | +2.9% |
| FY Dec 2021 | +1.8% |
| Sep 2026 | +4.0% |
| Jun 2026 | +3.9% |
| Mar 2026 | +3.9% |
| Dec 2025 | +3.6% |
| Sep 2025 | +3.4% |
| Jun 2025 | +3.2% |
| Mar 2025 | +3.3% |
| Dec 2024 | +3.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.65x
P/E over trailing EPS growth of 20%: four quarters to 2026-09-30 against the four to 2025-09-30
PEG, trailing MSCI
| FY Dec 2025 | 3.13x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 1.14x |
| FY Dec 2022 | 1.87x |
| FY Dec 2021 | 3.17x |
| Sep 2026 | 1.44x |
| Jun 2026 | 1.45x |
| Mar 2026 | 1.51x |
| Dec 2025 | 3.13x |
| Sep 2025 | 9.96x |
| Jun 2025 | 33.54x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $3.1B | $2.9B | $2.5B | $2.2B |
| Operating income | $1.7B | $1.5B | $1.4B | $1.2B |
| Net income | $1.2B | $1.1B | $1.1B | $870.6M |
| EPS (diluted) | 15.69 | 14.05 | 14.39 | 10.72 |
| Operating cash flow | $1.6B | $1.5B | $1.2B | $1.1B |
| Cash | $515.3M | $409.4M | $461.7M | $993.6M |
| Long-term debt | $6.2B | $4.5B | $4.5B | $4.5B |
| Buybacks | $2.5B | $885.3M | $504.2M | $1.4B |
| Dividends paid | $556.5M | $509.1M | $441.0M | $372.9M |
SEC XBRL, fiscal years, as known on 2026-10-29
MSCI Stock Sonar score 6/7 axes
Find similar shapesCompareMSCI ranks highest on profitability (95th percentile) and insider conviction (90th), and lowest on risk and compliance (37th), among Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
MSCI filings, in plain words
Are Msci insiders buying or selling MSCI?
In the 180 days to 2026-10-29, Msci insiders were net buyers, a net $1.2M: $3.2M of purchases and $2.0M of sales reported on Form 4, by 2 buyers and 2 sellers.
Have members of Congress traded MSCI?
Yes, but not in the year to 2026-10-29; the latest on record is a purchase by Rob Bresnahan dated 2025-04-08.
Are there planned insider sales of MSCI?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-29, covering $1.7M of stock; the latest, by ROBERT GUTOWSKI, was filed 2026-10-22.
Read the full summary
In the 180 days to 2026-10-29, Msci insiders were net buyers of MSCI, a net $1.2M across purchases and sales reported on Form 4 by 2 buyers and 2 sellers. 33% of the 3 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Members of Congress have disclosed trades in MSCI, none in the last year; the latest on record is a purchase by Rob Bresnahan dated 2025-04-08. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-29, covering $1.7M of stock. Each figure is counted from SEC and House filings as of 2026-10-29, dated the day the filing was made public.
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