MSCI Inc reported organic revenue growth of over 12% in the second quarter of 2026, alongside adjusted EPS growth of nearly 19% and adjusted EBITDA growth of 14%. The company achieved a record asset-based fee run rate of $948 million, up 25% year-over-year, driven by nearly $40 billion in ETF-linked inflows and record AUM balances in products linked to MSCI indices. Organic subscription run rate growth exceeded 8% with a retention rate over 95%, while index subscription run rate grew over 11% and private capital solutions subscription run rate grew over 16%. MSCI repurchased $147 million of its shares at an average price of about $558 per share and raised its expense guidance due to recent acquisitions and higher performance-based compensation. The company also announced the acquisition of First Street, expected to add about $10 million of subscription run rate to the Sustainability and Climate segment.
MSCI IncMSCI reported strong organic revenue growth, adjusted EPS growth, and EBITDA growth, along with record asset-based fee run rate and share repurchases.
First Street is being acquired by MSCI, expected to add about $10 million of subscription run rate to the Sustainability and Climate segment.