MSCI (MSCI) reported earnings 30 days ago. What's next for the stock?
BFGFX's recent decline is being driven by factors beyond SpaceX, despite the stock's strong contribution to the fund's second-quarter return.
MSCI Inc. is viewed as heavily discounted, trading at a 22% discount to fair value with strong long-term growth prospects. Recurring revenue, high client retention, and secular tailwinds in private markets and passive vehicles underpin MSCI's robust investment thesis. Despite a slight Q2 2026 earnings miss and rising operating expenses, MSCI maintains solid EPS growth, a stable credit profile, and a growing dividend.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 1,048 | $558,470.22 | $599,707.51 | $41,237.29 | 7.38% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 4 | $2,262 | $2,288.96 | $26.96 | 1.19% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 659 | $250,361.95 | $377,106.15 | $126,744.2 | 50.62% |
Curtis Ellergodt Rothschild Investment LLC | 480 | $262,330.41 | $274,497.6 | $12,167.19 | 4.64% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 2,425 | $1.36M | $1.37M | $7,674.2 | 0.57% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CN Curtis Nagle B of A Securities | 10.26 | $6,206.77 | $5,791.18 | -$415.59 | -6.7% |
Patrick O'Shaughnessy Raymond James | 71.67 | $42,561.91 | $40,384.59 | -$2,177.32 | -5.12% |
| Financial Services Industry | Financials Sector | Henry A. Fernandez CEO | NYSE Exchange | 55354G100 CUSIP |
| US Country | 6,327 Employees | 14 Aug 2026 Last Dividend | - Last Split | 15 Nov 2007 IPO Date |
MSCI Inc., a pivotal entity in the global investment community, provides a comprehensive suite of decision support tools and services designed to aid investors throughout the investment process. Established in 1998 and based in New York, the company operates on a worldwide scale through its various subsidiaries. MSCI is renowned for supplying indexes, analytics, ESG (Environmental, Social, and Governance) and climate solutions, along with services tailored towards private assets and private capital investors. Through its innovative offerings, MSCI addresses the essential needs in asset allocation, risk management, performance benchmarking, and investment strategy development among others, catering to a broad audience that includes asset managers, owners, and builders.
These services focus on the creation of indexes used across the investment process, particularly in the construction of indexed financial products like ETFs, mutual funds, and derivatives. Indexes also aid in performance benchmarking, portfolio construction, rebalancing, and asset allocation. Additionally, MSCI licenses the Global Industry Classification Standard (GICS) and GICS Direct for sector and industry segmentation.
MSCI's analytics segment offers tools for risk management, performance attribution, and portfolio management. This includes integrated views of risk and return, market, credit, liquidity, counterparty, and climate risk analysis across different asset classes. Managed services and HedgePlatform are also part of this offering, aimed at consolidating portfolio data and enhancing hedge fund investment risk measurement and monitoring.
This segment delivers products and services that assist institutional investors in understanding the impact of ESG factors on portfolio risk and return. It encompasses data, ratings, research, and tools designed to navigate the regulatory landscape surrounding ESG investments, thereby facilitating better investment decisions.
Including real estate and infrastructure segments, these services offer data, benchmarks, return-analytics, climate assessments, and market insights. They provide business intelligence to various stakeholders in the real estate industry and support tools for private capital investors covering essential workflows like sourcing, performance evaluation, risk management, and more.
MSCI addresses the unique needs of private asset investors through tools that assist in various critical activities such as terms and conditions sourcing, operating performance evaluation, and risk management. These solutions support the overarching process of private capital investing.