Description

MSCI Leverages AI to Slash Costs, Accelerate Innovation, & Deepen Client Engagement; What Lies Ahead?

MSCI Inc. reported strong financial performance for the fourth quarter of 2025, characterized by notable organic revenue growth of over 10%, adjusted EBITDA growth exceeding 13%, and an adjusted EPS increase of nearly 12% for the quarter. For the 2025 fiscal year, the company also delivered an impressive adjusted EPS growth of almost 14%. Significant shareholder returns were also emphasized, with MSCI repurchasing nearly $958 million of its shares during the fourth quarter and over $3.3 billion over the past two years. Positively, MSCI demonstrated robust client retention, with a retention rate exceeding 94% for the year, and substantial growth in various client segments. The company’s run rate exceeded $3.3 billion, marking a 13% increase, driven by a 26% growth in the total Asset-Based Fee (ABF) run rate and recurring subscription growth of over 9%.