MSCI Inc: A 13% Organic Growth Run Faces Selective Spending Headwinds!

MSCI reported solid financial results for the first quarter of 2026, reflecting its broad diversification and foundational role in global investing. The company achieved organic revenue growth exceeding 13%, adjusted earnings per share (EPS) growth close to 14%, and adjusted EBITDA growth nearing 19%. Key operating metrics included a nearly 13% increase in total run rate, powered by a record asset-based fee run rate of $872 million, up 25%, and recurring subscription run rate growth of 9%, supported by a 52% surge in net new recurring subscription sales. The overall retention rate across product lines remained strong at 95.4%. The company’s growth was underpinned by accelerated adoption of artificial intelligence (AI) across data capture, model building, product deployment, and internal workflows. This AI integration spans regions, products, client segments, and asset classes, contributing to increased efficiency and innovation.