MSCI's Q4 2025 Earnings: What to Expect

Company Overview - MSCI Inc. has a market capitalization of $42.5 billion and provides decision-support tools and solutions for the investment community, aiding in managing and optimizing investment processes across public and private markets [1] Financial Performance - Analysts expect MSCI to report an adjusted EPS of $4.59 for fiscal Q4 2025, reflecting a 9.8% increase from $4.18 in the same quarter last year [2] - For fiscal 2025, the anticipated adjusted EPS is $17.22, which represents a 13.3% rise from $15.20 in fiscal 2024 [3] - MSCI's Q3 2025 results showed a 9.5% increase in operating revenues to $793.4 million and a 15.8% rise in net income to $325.4 million, driven by record recurring sales and a 17% growth in asset-based fees [5] Stock Performance - Over the past 52 weeks, MSCI's shares have declined by 1.6%, underperforming the S&P 500 Index's gain of 16.2% and the State Street Financial Select Sector SPDR ETF's increase of 16.4% [4] - Following the strong Q3 2025 results, MSCI's shares climbed 8.6% on October 28 [5] Analyst Ratings - The consensus rating for MSCI stock is "Moderate Buy," with 19 analysts providing coverage, including 11 "Strong Buys," three "Moderate Buys," four "Holds," and one "Strong Sell" [6] - The average analyst price target for MSCI is $649.47, indicating a potential upside of 10.6% from current levels [7]