MSCI Inc.'s stock surged 5.07% during intraday trading on Wednesday, following the release of its fourth-quarter financial results which significantly exceeded analyst expectations.
The index and analytics provider reported adjusted earnings per share of $4.66 for Q4 2025, beating the consensus estimate of $4.57. Quarterly revenue reached $822.528 million, also surpassing expectations of $819.352 million. The company's strong performance was driven by robust demand for its index products and analytics services, with asset-based fees surging 20.7% year-over-year to $211.7 million.
MSCI Chairman and CEO Henry Fernandez highlighted the company's 11th consecutive year of double-digit adjusted EPS growth and record inflows into ETF products linked to MSCI indexes. The company also reported a strong retention rate of 93.4% and provided positive guidance for 2026, projecting free cash flow between $1.47 billion and $1.53 billion.