MSCI delivered a robust Q1 2026 with over 13% organic revenue growth, driven by strong asset-based fees, subscription momentum, and strategic acquisitions, underpinning its diversified, AI-enabled platform in global investing.
- Organic revenue increased by over 13%, with record record asset-based fee run rate reaching $872 million (25% growth) and recurring subscription run rate up 9% (52% net new sales).
- Adjusted EPS grew nearly 14%, supported by disciplined capital deployment, including $464 million share repurchases at an average of $556 per share.
- Recurring net new subscription sales hit their best since 2022, driven by segments like index, analytics, private assets, and growth regions like Asia Pacific, which posted a 46% surge.
- Strategic acquisitions of Compass Financial Technologies, VantageR, and PM Insight expand MSCI’s footprint in AI-enhanced index services, private markets, and secondary market analytics.
- Client wins notably among hedge funds and traders, with a 17% increase in index subscription run rate and record first-quarter subscription sales, reflecting ongoing product innovation and strong market positioning.
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