MSCI Q2 FY26 diluted EPS rises 19.6% to $4.69; revenue climbs 12.2% to $867 million
MSCI•First Street acquisition
MSCI agreed to buy First Street for $120 million in cash at close, with the deal expected to close in Q3 and be reported in Sustainability and Climate.
Q2 financial performance
MSCI posted Q2 operating revenue of $867 million, up 12.2% from a year earlier; diluted EPS rose 19.6% to $4.69.
Net income climbed 12.6% to $342 million; operating margin widened 1.2 percentage points to 56.2%.
Run rate, fees and capital returns
Asset-based fees jumped 26.6%; total run rate rose 12.0% to $3.48 billion, with recurring subscription run rate up $182.1 million.
The board declared a $2.05 per-share dividend for Q3; $145 million of stock was repurchased in Q2 at an average $557.34.
