Recent Earnings

MSCI Inc.

MSCI

2025 Q2

Financial Services

3mo

Financial Performance Summary

Analytics recurring sales hit a Q2 record, driven mainly by equity risk models.
Equity index ETF AUM linked to MSCI indices surpassed $2 trillion, with total index ETF and non-ETF AUM at $6 trillion.
Fixed income index ETF AUM linked to MSCI indices reached $84 billion, contributing to the highest quarterly ABF revenue ever.
MSCI Inc. delivered strong Q2 2025 financial results with revenue growth over 9%, adjusted EBITDA growth over 10%, adjusted EPS growth nearly 15%, and free cash flow exceeding $300 million.
Private capital solutions run rate grew nearly 13%, with new product launches and strong client interest.
Retention rates remained stable overall but showed softness in analytics, sustainability, and hedge funds segments.
Subscription run rate growth was double-digit across banks, broker-dealers, wealth managers, hedge funds, and asset owners, with active asset managers holding steady at 6%.
Sustainability and climate subscription run rate grew 11%, with climate solutions growing nearly 20%.
Total run rate growth was 11%, driven by record ETF AUM linked to MSCI indices, with asset-based fee (ABF) run rate growth of 17%.
Year-to-date, MSCI repurchased $286 million of shares at an average price of $557, reflecting confidence in the franchise.

Equity LifeStyle Properties, Inc.

ELS

2025 Q2

Financial Services

3mo

Financial Performance Summary

Balance sheet is strong with no secured debt maturing before 2028 and weighted average debt maturity of almost 8 years.
Core community-based rental income increased 5.5% for the quarter and year-to-date.
Core operating expenses were flat in the quarter, with expense growth 190 basis points lower than guidance.
Core portfolio generated 6.4% NOI growth in the quarter, 70 basis points higher than guidance.
Core RV and marina annual base rental income increased 3.7% in the quarter and 3.9% year-to-date.
Membership business contributed $16 million net in the quarter and $31.4 million year-to-date.
NOI increased 5% year-to-date compared to last year.
Normalized per share FFO growth year-to-date is 5.7%.
Seasonal rent decreased 5.6% and transient decreased 8.6% year-to-date.
Second quarter normalized FFO was $0.69 per share, in line with midpoint guidance.
Year-to-date expense growth was 70 basis points including insurance renewal impact.

Affiliated Managers Group, Inc.

AMG

2025 Q2

Financial Services

2mo

Economic Earnings Per Share Growth

$5.39

Economic earnings per share of $5.39 grew 15% year-over-year, which incrementally benefited from significant share repurchases over the last 18 months.

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Economic Earnings Per Share Growth