MSCI Reports Financial Results for Second Quarter and Six Months 2026
- Jul 21
- 1 min read
MSCI Inc. (2026, July 21). MSCI reports financial results for second quarter and six months 2026. CapEdge. https://capedge.com/filing/1408198/0001408198-26-000044/8K/file/2
Second quarter 2026 operating revenues reached $867.0 million, a 12.2% increase over the prior-year quarter, with organic operating revenue growth also at 12.2%.
Recurring subscription revenues rose 9.0% and asset-based fees rose 26.6%, while the operating margin reached 56.2% and the adjusted EBITDA margin reached 62.1%.
Diluted EPS was $4.69, up 19.6%, and adjusted EPS was $4.94, up 18.5%, with net income of $342.0 million.
Total Run Rate at June 30, 2026 was $3,479.7 million, up 12.0%, and the quarterly Retention Rate was 95.3% compared to 94.4% a year earlier.
The company repurchased $147.2 million or 264,043 shares through July 20, 2026, paid approximately $149.2 million in dividends, and declared a third-quarter cash dividend of $2.05 per share.
On June 24, 2026, MSCI agreed to acquire First Street Technology, Inc. for $120.0 million at closing plus contingent payments, with the transaction expected to close in the third quarter of 2026.
MSCI raised its full-year 2026 operating expense guidance to $1,535 to $1,575 million and its adjusted EBITDA expense guidance to $1,340 to $1,370 million, reflecting recent acquisitions and stronger business performance.
Knote: The report seems to show every needle in the green, so naturally the stock dropped 10%.