InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$569.08

2026-10-16

Market Cap

$41.4B

Volume

0.9M

52-Wk High

$644.77

52-Wk Low

$501.08

Trailing PE

31.3

P/S

12.41

Gross Margin

83.0%

Net Margin

40.7%

ROE

-54%

ROIC

39%

Piotroski

8/9

Altman Z

6.1

1-Yr Return

+7.0%

5-Yr Return

+161.5%

MSCI Inc., alongside its subsidiaries, offers sophisticated tools and services to support global investment decision-making and process management for its clients. The company is structured into four key segments: Index, Analytics, ESG and Climate, and Private Assets. The Index division furnishes benchmarks employed across diverse investment applications, including the creation of indexed financial products such as ETFs, mutual funds, and various derivatives; performance evaluation; portfolio building and adjustment; and strategic asset allocation. This segment also oversees the licensing of GICS and GICS Direct. Its Analytics segment provides comprehensive solutions for risk management, performance attribution, and portfolio oversight, encompassing content, applications, and services. These offerings deliver an integrated perspective on risk and return, alongside detailed analysis of market, credit, liquidity, and counterparty risks across all asset classes. The segment also includes managed services like consolidating client portfolio data from disparate sources, reviewing and reconciling inputs, and producing tailored reports. Furthermore, its HedgePlatform is specifically designed for assessing, evaluating, and monitoring risks related to hedge fund investments. The ESG and Climate segment delivers offerings that enable institutional investors to understand the long-term impact of environmental, social, and governance factors on both their portfolios and individual securities. It also equips investors with essential data, ratings, research, and analytical tools for navigating evolving regulatory landscapes. The Private Assets segment specializes in providing real estate market and transaction data, benchmarks, return analytics, climate impact assessments, and valuable market insights for funds, investors, and managers. It also extends business intelligence to real estate owners, managers, developers, and brokers, while offering critical investment decision support for private capital. Its diverse clientele includes asset owners and managers, financial intermediaries, wealth management firms, real estate professionals, and corporations. Founded in 1998, MSCI Inc. is headquartered in New York City.

SectorFinancial ServicesIndustryFinancial - Data & Stock ExchangesExchangeNYSEMarket Cap$41.4BEmployees6,268 (SEC-filed)CEOHenry A. FernandezIPO2007-11-15CountryUS

7 World Trade Center, New York City, NY 10007 · Tel 212 804 3900 · msci.com

INSIDERSTREET SCORE74 / 100Street mean $681.75 (4 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALTWO-WAY FLOW$3.2M buys against $6.7M sells / 6 mo

1 Year vs S&P 500 · MSCI +7.0% · S&P 500 +15.9% · spread -8.9pp

7 Years vs S&P 500 · MSCI +161.5% · S&P 500 +189.9% · spread -28.4pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE74of 100

Score Breakdown

Profitability	80/100
Growth	70/100
Momentum	84/100
Quality	78/100
Earnings Quality	64/100
Balance Sheet	31/100
Value	42/100
Risk (safety)	100/100
Overall	73.7/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
COIN	34
NDAQ	64
MCO	79
ICE	59
CME	56
TRU	69
MSCI	74

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 78 in 24 Q3, latest 74 — -4 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY74 / 100IS Score 73.7 / 100 · -4.0 from peak of 78

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 83 / 100 · Power +66 · 20 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 74 and price structure at 83 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 73.7	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 69 → 72 → 73 → 74	the direction matters more than the level
Technical vote share back above 50%	now 82%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,086 → now 1,085	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)8$3.25M

ETF Funds (30d)930 up / 759 downnet +171 funds

Institutions Added (13F)18managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,086 · latest 1,085 (-1 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	1,085	67.8M	$36.1B	92.9%
2026 Q1	1,067	64.9M	$33.6B	89.0%
2025 Q4	1,080	67.2M	$37.0B	92.0%
2025 Q3	1,037	68.2M	$37.3B	93.5%
2025 Q2	1,086	71.4M	$40.0B	97.8%
2025 Q1	1,080	71.2M	$39.5B	97.5%
2024 Q4	1,068	71.3M	$42.0B	97.7%
2024 Q3	996	69.7M	$40.2B	95.5%
2024 Q2	936	71.0M	$33.8B	97.3%
2024 Q1	923	71.7M	$39.6B	98.2%
2023 Q4	880	71.7M	$40.1B	98.2%
2023 Q3	829	71.5M	$36.3B	97.9%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

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Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Wiechmann Andrew C.	Chief Financial Officer	2026-10-12	SELL	450	$0.26M	21,644
Taneja Rajat	director	2026-09-02	BUY	1,786	$1.00M	5,404
Yang June	director	2026-08-28	A-Award	2	—	906
Riefler Linda H	director	2026-08-28	A-Award	8	—	20,998
Matlock Robin	director	2026-08-28	A-Award	6	—	2,037
Wiechmann Andrew C.	Chief Financial Officer	2026-06-10	SELL	450	$0.27M	22,094
Taneja Rajat	director	2026-06-02	A-Award	42	—	3,618
Yang June	director	2026-05-29	A-Award	2	—	904

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	5	11,350	$6.7M	Counted
P — Open-market purchases	8	5,786	$3.2M	Counted
F — Tax withholding	1	32	—	None — compensation
G — Gifts	1	75,707	—	None

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalTwo-Way Flow

Open-Market Sells$6.7M5 txns / 6 mo

Open-Market Buys$3.2M8 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-10-13	Andrew Craig Wiechmann	450	$0.3M
2026-06-10	Andrew Craig Wiechmann	450	$0.3M
2026-04-24	Alvise J Munari	10,000	$5.9M
2026-03-17	Andrew Craig Wiechmann	450	$0.3M
Trailing 12 mo	6 filings	12,424	$7M

Filed	Form	Reporting person	% of class	Shares
2026-04-29	SCHEDULE 13G	Vanguard Portfolio Management	5.52%	4.0M sh
2025-04-30	SCHEDULE 13G/A	The Vanguard Group	12.08%	9.4M sh
2025-02-05	SCHEDULE 13G/A	BlackRock, Inc.	7.60%	5.9M sh

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Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	BUY	$1,001 - $15,000	2026-04-13	2026-05-13
Ro Khanna	House	SELL	$1,001 - $15,000	2026-01-29	2026-02-10
Ro Khanna	House	BUY	$1,001 - $15,000	2026-01-13	2026-02-10

House 12-Mo7 trades3 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)1,067

13F Shares65M89.0% of shares out

New / Closed132 / 128positions, QoQ

Increased / Reduced361 / 427positions, QoQ

Put/Call (13F)0.79option positions

Free Float94.9%69M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Pinestone Asset Management Inc.	891,110	$480M
Banque Pictet & Cie Sa	390,745	$210M
Assenagon Asset Management S.A.	102,877	$55M
Vontobel Holding Ltd.	62,586	$34M
Gateway Investment Advisers Llc	43,554	$23M
Mogy Joel R Investment Counsel Inc	24,577	$13M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$1.1B
VTSAX	0.0%	$1.1B
VSMPX	0.0%	$1.1B
VTI	0.0%	$1.1B
VFIAX	0.1%	$1.0B
VFFSX	0.1%	$1.0B

13F Filers Holding MSCI — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session31.5%2026-10-15

20-Day Avg42.0%50-day 41.6%

TrendRising20d vs 50d

By Market CenterQ: 31% · N: 36% · B: 58%latest session

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Weekly Notional ($B)

Where MSCI Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	1.1M	19 sh
Ubsa Ubs Ats	1.0M	24 sh
Mlix Instinct X	0.7M	29 sh
Sgmt Sigma X2	0.6M	17 sh
Ebxl Level Ats	0.5M	14 sh
Mspl Ms Pool (Ats-4)	0.4M	71 sh

Where a dollar of MSCI Inc. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
Americas	$1.4B	22%
UNITED STATES	$1.3B	20%
E M E A	$1.2B	20%
Other Europe Middle East And Africa Countries	$698M	11%
UNITED KINGDOM	$543M	9%
Asia And Australia	$484M	8%
Other Asia And Australia Countries	$357M	6%
Other America Countries	$141M	2%
JAPAN	$128M	2%

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MSCI (live moat model)Peer median: COIN · NDAQ · MCO · ICE · CME

Component scores from the live moat model. Peer median illustrative.

Moat score 73/100 — Wide; primary source Cost Advantage.

3.8 · Employees (SEC filings)

Officer	Title
Henry A. Fernandez	Chairman, CEO & President
Baer Pettit	Advisor
Alvise Munari	Head of Client Segments & Chief Product Officer
Andrew C. Wiechmann	Chief Financial Officer & Interim Principal Accounting Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

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Quarterly EPS — Actual vs. Consensus

Beats (>2%)3 of 6recent quarters

Avg Surprise+1.2%

Next Report2026-10-20

Income Quality1.20OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

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Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+20.5%	+10.0%	+12.5%	+12.9%	+9.7%
Gross profit	+20.0%	+9.5%	+12.9%	+12.5%	+10.3%
Operating income	+21.2%	+12.6%	+14.7%	+10.4%	+12.1%
Net income	+20.6%	+19.9%	+31.9%	-3.4%	+8.4%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	2.0	2.2	2.5	2.9	3.1
Cost of revenue	0.4	0.4	0.4	0.5	0.6
Gross profit	1.7	1.8	2.1	2.3	2.6
R&D expense	0.1	0.1	0.1	0.2	0.2
SG&A expense	0.4	0.4	0.4	0.5	0.5
Operating income	1.1	1.2	1.4	1.5	1.7
EBITDA	1.2	1.4	1.7	1.7	1.9
D&A	0.1	0.1	0.2	0.2	0.2
Pretax income	0.9	1.0	1.4	1.4	1.5
Income tax	0.1	0.2	0.2	0.2	0.3
Net income	0.7	0.9	1.1	1.1	1.2
Diluted EPS ($)	8.70	10.72	14.39	14.05	15.56
Diluted shares (M)	83	81	80	79	77

Operating CF$2B

CapEx$0B

Free cash flow$2B

SBC$0B

Buybacks$2B

Net cash change$0B

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Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	1.0	0.5	0.4	0.5
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	0.7	0.8	0.8	1.0
Total current assets	1.7	1.4	1.3	1.6
PP&E (net)	0.2	0.2	0.2	0.2
Goodwill + intangibles	2.8	3.8	3.8	3.8
Total assets	5.0	5.5	5.4	5.7
Accounts payable	0.0	0.0	0.0	0.0
Short-term debt	0.0	0.0	0.0	0.0
Deferred revenue	0.9	1.1	1.1	1.2
Total current liabilities	1.3	1.5	1.6	1.8
Long-term debt	4.5	4.5	4.5	6.2
Total liabilities	6.0	6.3	6.4	8.4
Shareholders' equity	-1.0	-0.7	-0.9	-2.7

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	0.9	1.1	1.1	1.2
D&A	0.1	0.2	0.2	0.2
Stock-based compensation	0.1	0.1	0.1	0.1
Working capital change	(0.0)	0.0	0.1	(0.0)
Operating cash flow	1.1	1.2	1.5	1.6
Capital expenditures	(0.1)	(0.1)	(0.0)	(0.0)
Investing cash flow	(0.1)	(0.8)	(0.1)	(0.1)
Buybacks	(1.4)	(0.5)	(0.9)	(2.5)
Dividends paid	(0.4)	(0.4)	(0.5)	(0.6)
Debt issuance / (repay)	0.3	(0.0)	(0.0)	1.7
Financing cash flow	(1.4)	(1.0)	(1.4)	(1.4)
Free cash flow	1.0	1.1	1.5	1.5

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	-239.3%	-148.6%	-131.4%	-132.1%	-66.9%	-54%
ROA	15.0%	16.6%	21.8%	20.2%	21.6%	24.2%
ROIC	33.3%	38.1%	33.9%	38.0%	43.9%	39.4%
Gross margin	82.4%	82.0%	82.3%	82.0%	82.4%	83.0%
Operating margin	52.5%	53.7%	54.8%	53.5%	54.7%	55.7%
Net margin	35.5%	38.7%	45.4%	38.8%	38.4%	40.7%
EBITDA margin	56.4%	60.4%	67.8%	61.2%	61.6%	62.1%
FCF margin	43.2%	45.5%	45.3%	50.0%	49.4%	—
VALUATION
P/E	67.47	41.50	38.22	41.86	36.88	31.3
P/B	-299.63	-35.85	-59.34	-49.39	-16.70	-15.4
P/S	23.97	16.07	17.36	16.26	14.15	12.41
P/FCF	55.45	35.34	38.33	32.49	28.62	25.9
EV/EBITDA	45.03	29.30	28.03	29.01	26.88	23.0
EV/Revenue	25.38	17.69	19.01	17.74	16.00	14.3
Earnings yield	1.5%	2.4%	2.6%	2.4%	2.7%	3.27%
FCF yield	1.8%	2.8%	2.6%	3.1%	3.5%	3.86%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.71	1.40	0.93	0.85	0.90	0.89
Quick ratio	1.71	1.40	0.93	0.85	0.90	0.89
Debt / equity	-26.38	-4.61	-6.26	-4.93	-2.38	-2.43
Debt / assets	78.3%	92.9%	83.9%	85.1%	110.7%	116.8%
Net debt / EBITDA	2.51	2.69	2.43	2.42	3.11	2.99
Interest coverage	6.38	7.08	8.33	8.30	8.12	—

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.42	0.43	0.48	0.52	0.56	0.60
Receivables turnover	3.34	3.39	3.37	3.44	3.47	3.8
DSO (days)	109	108	108	106	105	97
DPO (days)	14	13	10	9	10	11
Cash conversion cycle	95	95	98	97	95	86
GROWTH (YoY)
Revenue growth	20.5%	10.0%	12.5%	12.9%	9.7%	—
Net income growth	20.6%	19.9%	31.9%	-3.4%	8.4%	—
EPS growth	20.8%	24.6%	33.5%	-2.0%	9.9%	—
FCF growth	16.2%	15.8%	12.0%	24.8%	8.4%	—
PER SHARE ($)
EPS (diluted, TTM)	8.69	10.82	14.45	14.15	15.56	18.60
Book value / share	-1.96	-12.53	-9.31	-12.00	-34.35	-36.84
Revenue / share	24.45	27.96	31.81	36.45	40.55	45.67
FCF / share	10.57	12.71	14.40	18.24	20.04	21.89
Cash / share	17.01	12.35	5.76	5.18	6.67	4.88
SHAREHOLDER RETURN & SCORES
Buyback yield	0.4%	3.9%	1.1%	1.9%	5.6%	6.63%
Altman Z-Score	7.12	5.95	6.64	7.00	6.01	6.1
Piotroski F-Score	7	6	8	6	8	8/9
Beneish M-Score	-2.34	-2.67	-2.22	-2.83	-2.62	-2.61

Model	Score	Zone	Note
Piotroski F-Score	8 / 9	Strong
Altman Z-Score	6.1	Safe (>2.99)	Safe
Income quality	1.20	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.61	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.85
Interest burden	0.86
Operating margin	55.4%
Asset turnover	0.61×
Financial leverage	-3.07×
= ROE	-76%

Growth Quality (live)	Value
Revenue stability	1.00
Earnings stability	0.96
Earnings persistence	0.94
Revenue CAGR 3y	12.4%
EPS CAGR 3y	17.4%
FCF CAGR 3y	13.0%

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Buyback Yield6.63%

Dividend Yield1.40%

Total Shareholder Return8.03%cash yield

SBC / Revenue3.6%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
COIN	$45.7B	-46.9	-8%	-29.5%	-21.0%	4/9	-47.6%
NDAQ	$52.5B	27.1	17%	20.0%	+7.3%	7/9	+7.2%
MCO	$84.0B	30.7	80%	40.2%	+11.7%	7/9	+3.7%
ICE	$90.7B	22.7	14%	35.9%	-0.6%	8/9	+5.7%
CME	$105.7B	24.8	16%	61.1%	+5.1%	6/9	—
TRU	$14.2B	19.3	18%	19.3%	+12.4%	8/9	—
SPGI	$126.7B	26.1	15%	29.4%	+9.7%	7/9	—
FDS	$10.7B	20.6	25%	19.1%	+6.7%	5/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

27 Analysts

Str Sell (0)Sell (1)Hold (6)Buy (19)Str Buy (1)

Mean Target (qtr)$681.754 targets

Target vs. Price+19.8%last-quarter mean

Next Report2026-10-20street $5.02

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$3.52B	$3.56B / $3.50B	$19.68	$19.93 / $19.42	11
FY2027	$3.82B	$3.85B / $3.80B	$22.46	$22.85 / $21.94	11
FY2028	$4.16B	$4.25B / $3.99B	$25.55	$26.28 / $24.77	8

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Quarter	$681.75	+19.8%	4
Last Year	$684.39	+20.3%	18
All Time	$623.84	+9.6%	43

Rolling mean of published targets vs. last close $569.08. Aggregated from StreetInsider, Benzinga.

Third-Party Composite Rating

C+

DCF

3/5

ROE

1/5

ROA

5/5

Debt/Eq

1/5

P/E

1/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

MSCI +7.0% vs S&P 500 +15.9% — spread -8.9pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$554.81	+14.27	+2.57%	Above
SMA 50	$558.47	+10.61	+1.90%	Above
SMA 200	$571.69	-2.61	-0.46%	Below
EMA 9	$563.17	+5.91	+1.05%	Above
EMA 21	$558.55	+10.53	+1.89%	Above
EMA 50	$561.15	+7.93	+1.41%	Above
EMA 200	$568.74	+0.34	+0.06%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

TECHNICAL VERDICTBULLISHPower Score +6620 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%78

Momentum 25%100

Volume 20%94

Volatility 10%100

Patterns 15%38

This Week82% bullishof 11 price-based votes

4 Weeks Ago0%+82 pts since

12 Weeks Ago18%+64 pts since

ReadImprovingweek-over-week trajectory

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Price vs SMA 20$554.81

Price vs SMA 50$558.47

Price vs SMA 200$571.69

EMA 9/21 Cross563.2/558.5

SMA 50/200Death

ADX DirectionADX 13

Supertrend$538

Parabolic SAR$550

SMA Slope0.800

RSI56.7

Stochastic K/D84/81

StochRSI K/D84/82

Williams %R-19

CCI128

TSI vs Signal6.8

CMO13.4

ROC6.14%

OBV SignalAccum

Chaikin MF0.020

MFI56

Force Index1M

Elder Ray Bull18.45

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 81

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$571.84 / $578.35 / $581.60	S1 / S2	$568.59 / $562.08
Bollinger (20,2)	$534.05 – $575.57	Squeeze	Off
52-wk range	$499.11 – $644.77	Off 52-wk high	-11.8%
ATR (14)	$11.24 (2.0%)	Historical vol	21.4%

+1.7%Jan47%

-0.8%Feb53%

+3.5%Mar68%

+0.4%Apr56%

+1.5%May61%

+1.5%Jun56%

+5.3%Jul61%

+1.2%Aug67%

-2.3%Sep50%

+0.4%Oct61%

+4.0%Nov68%

+3.7%Dec58%

Sample: 19 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	MSCI	S&P 500
Weekly volatility (σ, 1y)	4.17%	1.83%
Best / worst week (1y)	+9.4% / -10.4%	—
Max drawdown (5y, monthly)	-39.7%	—
1-week VaR (95%)	-7.5%	—
Beta (5y)	1.22	1.00

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

MSCI EQUITY WEATHER (LIVE)PARTLY CLOUDY · +17

Trend+23

Momentum+44

Volume+53

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 184 stories, weekly buckets, −1 to +1.

Overall+17.3+19.7 vs industry

Trend+23.4+2.5 vs industry

Momentum+44.1+35.1 vs industry

Volume+52.6+37.8 vs industry

Reading	MSCI	Financial - Data & Stock Exchanges n=92	Financial Services n=24,134	All US symbols n=70,435
Overall	+17.3	-2.4	-16.3	-20.5
Trend	+23.4	+20.9	-12.5	-21.3
Momentum	+44.1	+9.0	-4.4	-15.8
Volume	+52.6	+14.8	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Henry A. Fernandez Chairman, Chief Executive	$33.3M	17% equity+incentive
C.D. Baer Pettit Former President and COO	$9.9M	34% equity+incentive
Alvise J. Munari Chief Product Officer and H	$5.0M	56% equity+incentive
Andrew C. Wiechmann Chief Financial Officer	$4.4M	57% equity+incentive
Scott A. Crum Chief Human Resources Officer	$3.8M	56% equity+incentive

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Pillar (live disclosure scores)	Score
Environmental	57
Social	62
Governance	74
Composite ESG	64

Composite ESG Trend

Filed	8-K contents	Items
2026-08-07	Officer/Director Change	5.02
2026-07-21	Earnings Release; Exhibits	2.02,9.01
2026-04-23	Shareholder Vote	5.07
2026-04-21	Earnings Release; Exhibits	2.02,9.01
2026-03-31	Officer/Director Change	5.02
2026-01-28	Entry into Material Definitive Agreement; Financial Statements and Exh	1.01,9.01
2026-01-28	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-11-17	Departure/Election of Directors; Appointment of Officers; Regulation F	5.02,7.01,9.01

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-27 to 2026-07-21
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	75 rows · 2007 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-05-15 to 2026-10-12
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	3 rows · 2025-02-05 to 2026-04-29
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

MSCI Inc. (MSCI)

MSCI Inc. (MSCI)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

MSCI Inc. (MSCI)

Institutions holding — 12 quarters

MSCI Inc. (MSCI)

Monthly Net Insider Flow (000 shares)

Signal Summary

MSCI Inc. (MSCI)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding MSCI — quarterly

Institutional Put/Call — quarterly

MSCI Inc. (MSCI)

Where MSCI Trades in the Dark

MSCI Inc. (MSCI)

3.8 · Employees (SEC filings)

MSCI Inc. (MSCI)

MSCI Inc. (MSCI)

MSCI Inc. (MSCI)

Balance Sheet — Full

Cash Flow Statement — Full

MSCI Inc. (MSCI)

MSCI Inc. (MSCI)

MSCI Inc. (MSCI)

Street Price Target — Trajectory

Third-Party Composite Rating

MSCI Inc. (MSCI)

MSCI Inc. (MSCI)

Family Scores (site weights)

MSCI Inc. (MSCI)

MSCI Inc. (MSCI)

MSCI Inc. (MSCI)

MSCI Inc. (MSCI)