MSCI reports Q3 revenue $892.0M, diluted EPS $4.86 and adjusted EPS $5.11
MSCI reported Q3 2026 revenue of $892.0M, up 12.4% YoY, with diluted EPS of $4.86 and adjusted EPS of $5.11. Adjusted EBITDA was $554.8M (62.2% margin), and net income was $351.0M. The company repurchased $627.2M in shares and declared a $2.05 quarterly dividend. Asset-based fees rose 24.9%, driven by record ETF AUM linked to MSCI indexes.
How this was made

The 30-second read
Why it matters
The earnings beat and large buyback reinforce confidence in MSCI's growth trajectory.
Market read
Earnings beat and capital return program may drive short-term upside for MSCI stock.
What to watch
Potential headwinds from regulatory scrutiny on ESG ratings and competition from alternative data providers.
Background
MSCI is a leading provider of investment decision support tools, indexes, and analytics.
Ticker impact
MSCI reported Q3 2026 revenue of $892M, EPS $4.86 and announced a $627.2M share repurchase and $2.05 dividend.
likely upward pressure as market prices in earnings beat and share repurchase.
Strong revenue growth, EPS beat, and large buyback indicate improved fundamentals.
Market effects
Positive signal for index and analytics providers, may lift related index fund valuations.
U.S. equity markets may see modest gains in financials and tech sectors.
Limited to MSCI and its index/licensing clients worldwide.
Counterpoint
If the market has already priced in the beat, the stock could face short-covering pullback.
Key entities
- companyMSCI Inc.
Provider of investment indexes and analytics.
