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MSCI reports 12% revenue growth driven by index-linked asset fees

MSCI revenue rose to $892M and diluted EPS to $4.86, led by a 24.9% jump in asset-based fees as ETF assets tied to its indexes expanded.

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what happened

According to a TradingView summary of the company's 10-Q filing, MSCI Inc. posted revenue of $892M, up from $793.4M a year earlier. Diluted earnings per share reached $4.86 compared with $4.25, and net income increased to $351M from $325.3M.

The biggest driver was asset-based fees, which rose 24.9%. Average AUM in ETFs linked to MSCI indexes grew roughly 36-39%. Recurring subscription revenue gained 7.7%, and the recurring revenue run rate increased 12.1%, with retention at 95.0%. BlackRock remains the largest client, accounting for 11.8% of revenues.

why it matters

For markets, the key link is between passive fund inflows and MSCI's income: as more money flows into ETFs tracking its indexes, its fees tend to rise. The heavy reliance on BlackRock, however, adds concentration risk to the picture.

market impact

US stocks and index ETFs: growth in index-linked products directly lifts MSCI's fee income

tags

EarningsStockUnited States

instruments

MSCIBlackRockUS stocksETF

sources

  1. MSCI Inc. 2026: Revenue $892M, EPS $4.86— 10-Q Summary — TradingView, 20 October 2026 at 18:01 UTC
  2. Equifax Inc 2026: Revenue $1.69B, EPS $1.79— 10-Q Summary — TradingView, 20 October 2026 at 20:21 UTC
  3. Pegasystems Inc 2026: Revenue $393.36M, EPS $0.08— 10-Q Summary — TradingView, 20 October 2026 at 20:21 UTC
  4. Celularity Inc 2Q 2026: Revenue $5.43M, EPS $0.02— 10-Q Summary — TradingView, 20 October 2026 at 21:11 UTC
  5. XTI Aerospace, Inc. 2026: Revenue $32.45M, EPS ($0.07) — 10-Q Summary — TradingView, 20 October 2026 at 21:21 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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