Every material Form 8-K MSCI filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
MSCI reported third-quarter 2026 operating revenues of $892.0 million, up 12.4%, and diluted EPS of $4.86, up 14.4%, though net income rose a smaller 7.9% to $351.0 million. The company raised its full-year 2026 interest expense guidance to $288 million to $291 million, while keeping most other guidance unchanged, and declared a $2.05 per share dividend.
Q3 2026 operating revenues were $892.0 million, up 12.4%; net income was $351.0 million, up 7.9%.
Diluted EPS was $4.86, up 14.4%; adjusted EPS was $5.11, up 14.3%.
Full-year 2026 interest expense guidance was raised to $288 million to $291 million from $282 million to $286 million.
Board declared a cash dividend of $2.05 per share, payable November 27, 2026, to holders of record as of November 13, 2026.
MSCI's board appointed Chief Financial Officer Andrew C. Wiechmann as interim principal accounting officer, effective August 10, 2026, following the previously disclosed departure of its Global Controller and Chief Accounting Officer. Kristine Johnson was named interim Global Controller on the same date, reporting to Wiechmann. The filing describes these as interim arrangements until a successor is designated, and no new compensation arrangements were entered into for Wiechmann in this role.
Andrew C. Wiechmann, CFO, becomes interim principal accounting officer effective August 10, 2026, while remaining CFO and principal financial officer
Kristine Johnson appointed interim Global Controller effective August 10, 2026, reporting to Wiechmann
Johnson has been Commercial Controller and Head of Revenue Operations since April 2025; previously Head of External Reporting from August 2022 to April 2025
No new compensatory arrangements for Wiechmann tied to the interim role
MSCI reported second-quarter 2026 operating revenues of $867.0 million, up 12.2%, and diluted EPS of $4.69, up 19.6%. The company raised its full-year 2026 operating expense and adjusted EBITDA expense guidance, citing the First Street acquisition and higher incentive compensation accruals, so shareholders will see higher projected costs alongside faster revenue growth.
Operating revenues were $867.0 million, up 12.2%; net income was $342.0 million, up 12.6%; diluted EPS was $4.69, up 19.6%.
Full-year 2026 operating expense guidance was raised to $1,535 to $1,575 million from $1,490 to $1,530 million.
Asset-based fees rose 26.6% to $233.1 million in the Index segment, while Analytics adjusted EBITDA margin fell to 46.5% from 52.1%.
Share repurchases totaled $145.0 million during the quarter, and a $2.05 per share dividend was declared for payment on August 28, 2026.
MSCI reported first-quarter 2026 operating revenues of $850.8 million, up 14.1%, and net income of $406.0 million, up 40.7%. Net income includes an $88 million discrete tax benefit tied to an internal legal entity restructuring, and adjusted EPS rose a smaller 13.8% to $4.55. Full-year 2026 guidance was left unchanged except for depreciation and amortization expense, which was raised to $190 million to $200 million from $185 million to $195 million.
Operating revenues were $850.8 million, up 14.1%, with organic growth of 13.3%.
Diluted EPS was $5.53, up 49.1%; adjusted EPS was $4.55, up 13.8%.
An $88 million discrete tax benefit from a restructuring lowered the effective tax rate to (4.3)% from 12.8%.
Full-year 2026 depreciation and amortization guidance rose to $190 million to $200 million; other guidance items were unchanged.
MSCI said its Global Controller and Chief Accounting Officer, C. Jack Read, plans to resign to pursue another opportunity. He will stay in the role and as principal accounting officer until August 9, 2026, and the company says his decision was not due to any disagreement on financial statements, internal controls, operations, policies or practices. MSCI has started a search for a successor, so shareholders will see a leadership change in a key finance role but no financial results are reported in this filing.
C. Jack Read informed MSCI on March 27, 2026 of his intention to resign as Global Controller and Chief Accounting Officer.
Read will remain in his roles and as principal accounting officer until August 9, 2026.
The company states the resignation was not due to any disagreement on financial statements, internal controls, operations, policies or practices.
MSCI has initiated a process to identify a successor.
MSCI and its subsidiary MSCI Limited amended their index license agreements with BlackRock Fund Advisors for exchange-traded funds, extending the term to March 31, 2035, with auto-renewals of three years thereafter unless notice is given. The amendment revises license fees for certain funds starting January 1, 2026, with further changes effective January 1, 2027, and the filing says it does not otherwise make material changes to the existing fee structure.
Amendment dated January 27, 2026 extends the Existing ETF Agreements to March 31, 2035
After 2035, each agreement auto-renews for successive three-year periods unless either party gives written notice of termination before the term ends
License fees for certain funds change starting January 1, 2026, with additional changes effective January 1, 2027, based on each fund's expense ratio and assets under management
MSCI reported fourth-quarter 2025 operating revenues of $822.5 million, up 10.6%, and full-year 2025 revenues of $3,134.5 million, up 9.7%. Fourth-quarter diluted EPS fell 2.3% to $3.81 and net income fell 6.8%, while adjusted EPS rose 11.5% to $4.66, and the company gave 2026 guidance for operating expenses, free cash flow and other items.
Q4 2025 operating revenues were $822.5 million, up 10.6%, and operating income was $463.6 million, up 14.4%.
Q4 diluted EPS was $3.81, down 2.3%, and net income was $284.7 million, down 6.8%; the company cited higher interest expense and an $11.8 million loss on a minority investee write-off.
Full-year 2025 diluted EPS was $15.69, up 11.7%, and the board declared a $2.05 quarterly dividend for Q1 2026, up 13.9%.
Full-year 2026 guidance includes free cash flow of $1,470 to $1,530 million and adjusted EBITDA expense of $1,305 to $1,335 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every MSCI filing is on SEC EDGAR ↗. 8-K briefs of other companies →