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MSCI Inc (DE:3HM)
XETRA:3HM
Earnings Data
Report Date
Apr 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
3.76Last Year’s EPS
3.38Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a decidedly positive operational and financial momentum: strong organic revenue, EBITDA and EPS growth; record index inflows and ABF expansion; notable wins across client segments (especially Index, Analytics and PCS); and substantial share repurchases. Offsetting items include near-term free cash flow pressure from ~$100M higher cash taxes, a ~$90M step-up in cash interest, elevated CapEx for a new London office and some product/region-specific softness (notably Sustainability in the Americas and pockets of lower retention in EMEA and Real Assets). Management emphasized AI-driven efficiency and product innovation as material upside drivers. On balance, the strength and breadth of growth indicators and strategic initiatives materially outweigh the described near-term financial and regional headwinds.Company Guidance
Strong Q4 and Full-Year Financial Growth
Organic revenue growth of >10% in Q4; adjusted EBITDA growth of >13% in Q4; adjusted EPS growth ~12% in Q4 and ~14% for the full year, continuing 11 consecutive years of double-digit adjusted EPS growth.
Robust Share Repurchases
Purchased nearly $958M of shares in Q4 at an average price of ~$560; ~ $3.3B repurchased over the last 2 years at an average price of $554, signaling strong conviction in the franchise.
High-Quality Recurring Sales and Run Rate Expansion
Net new subscription sales of $65M and nonrecurring sales of $31M in Q4 (total net sales >$96M); total run rate >$3.3B, up 13% year-over-year, with recurring subscription run rate >$2.4B (growth >9%).
Asset-Based Fees (ABF) Outperformance
Total ABF run rate of $852M, up 26% year-over-year; equity ETFs linked to MSCI indexes captured a record $67B of inflows in the quarter and $204B for the full year; AUM linked to MSCI indices reached ~ $7 trillion.
Index Momentum and Retention
Index subscription run rate growth accelerated to 9.4%, custom indexes grew 16%, index retention strong at ~96% for the full year (95% in the quarter); Q4 was the best quarter ever for new recurring index subscription sales.
Analytics and Product Innovation Traction
Analytics posted its second-best Q4 on record for recurring sales with subscription run rate growth >8%; company-wide product innovation and AI initiatives are driving new product contribution (recent products contributed ~20% more to recurring sales in 2025).
Private Capital Solutions Rapid Growth
PCS drove recurring subscription sales growth of 86% in Q4, closing nearly $8M of new recurring subscription sales in the quarter and showing meaningful traction across Americas and EMEA.
Broad-Based Client Segment Strength
Notable segment growth: hedge funds subscription run rate +13% (recurring net new sales +26%); wealth managers subscription run rate ~11% (recurring sales +15%); asset owners subscription run rate ~11%; banks & broker-dealers run rate >9%; active asset managers recurring net new sales +13%.
Reiterated Long-Term Company Targets and Strategic Positioning
Company reaffirmed firm-wide long-term targets (low double-digit revenue growth excluding ABF; adjusted EBITDA growth low- to mid-teens), emphasized AI adoption and integrated product strategy to expand market opportunities.
DE:3HM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:3HM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | €484.00 | €504.80 | +4.30% |
Oct 28, 2025 | €467.82 | €496.53 | +6.14% |
Jul 22, 2025 | €492.75 | €455.79 | -7.50% |
Apr 22, 2025 | €479.13 | €456.75 | -4.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does MSCI Inc (DE:3HM) report earnings?
MSCI Inc (DE:3HM) is schdueled to report earning on Apr 28, 2026, Before Open (Confirmed).
What is MSCI Inc (DE:3HM) earnings time?
MSCI Inc (DE:3HM) earnings time is at Apr 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of MSCI Inc stock?
The P/E ratio of MSCI is N/A.
What is DE:3HM EPS forecast?
DE:3HM EPS forecast for the fiscal quarter 2026 (Q1) is 3.76.