MSCI Inc $MSCI Shares Sold by NewEdge Wealth LLC

NewEdge Wealth LLC cut its position in MSCI Inc (NYSE:MSCI) by 38.5% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,309 shares of the technology company’s stock after selling 1,445 shares during the quarter. NewEdge Wealth LLC’s holdings in MSCI were worth $1,245,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MSCI. Norges Bank bought a new stake in shares of MSCI during the fourth quarter valued at approximately $528,560,000. PICTET BANK & TRUST Ltd boosted its position in shares of MSCI by 116.8% during the fourth quarter. PICTET BANK & TRUST Ltd now owns 5,150 shares of the technology company’s stock worth $2,955,000 after buying an additional 2,775 shares during the period. SBI Okasan Asset Management Co.Ltd. bought a new position in MSCI in the 4th quarter worth approximately $1,406,000. Carolina Wealth Advisors LLC bought a new position in MSCI in the 4th quarter worth approximately $1,302,000. Finally, Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust bought a new position in MSCI in the 4th quarter worth approximately $13,636,000. 89.97% of the stock is owned by institutional investors and hedge funds.

MSCI Price Performance

Shares of NYSE:MSCI opened at $550.82 on Monday. The stock has a market cap of $40.04 billion, a price-to-earnings ratio of 30.13, a PEG ratio of 2.10 and a beta of 1.24. MSCI Inc has a 12 month low of $501.08 and a 12 month high of $644.77. The stock’s 50 day moving average price is $596.67 and its 200 day moving average price is $576.74.

MSCI (NYSE:MSCI) last issued its quarterly earnings results on Tuesday, July 21st. The technology company reported $4.94 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.99 by ($0.05). The firm had revenue of $867.00 million for the quarter, compared to analyst estimates of $870.71 million. MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the business posted $4.17 earnings per share. On average, sell-side analysts expect that MSCI Inc will post 19.58 EPS for the current year.

MSCI Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be given a $2.05 dividend. The ex-dividend date is Friday, August 14th. This represents a $8.20 annualized dividend and a yield of 1.5%. MSCI’s payout ratio is 44.86%.

Key MSCI News

Here are the key news stories impacting MSCI this week:

• Neutral Sentiment: Singapore Exchange announced an expanded licensing deal with MSCI that will allow SGX to launch up to 100 new MSCI-linked derivatives contracts, which reinforces MSCI’s index franchise and suggests continued demand for its benchmarks and licensing business. SGX to launch up to 100 new MSCI derivatives under expanded licensing deal
• Neutral Sentiment: DBS said the new MSCI-SGX deal supports SGX’s growth narrative and could bring meaningful earnings upside for the exchange, indirectly highlighting MSCI’s strong position in index licensing and derivatives expansion. New deal with MSCI fits SGX’s ‘strategic growth narrative’; potential for ‘meaningful’ earnings upside: DBS
• Neutral Sentiment: Several reports on the SGX-MSCI agreement point to an expansion of MSCI’s derivatives ecosystem, which is supportive of long-term licensing revenue but does not appear to be the main driver of the stock’s latest move. Singapore Exchange Strikes New Deal With MSCI for Derivatives
• Negative Sentiment: Investors are also reacting to MSCI’s second-quarter results, which missed expectations and came with a higher cost forecast, raising concerns about margin pressure and near-term earnings momentum. MSCI Shares Slide After 2Q Results Miss Views, Cost Forecast Rises
• Negative Sentiment: Another analysis piece argued that fears around MSCI’s outlook are justified, reinforcing the cautious tone after the earnings release. MSCI Q2 2026: Investors’ Fears Are Justified

Analysts Set New Price Targets

Several brokerages have weighed in on MSCI. Morgan Stanley reaffirmed an “overweight” rating and set a $700.00 target price on shares of MSCI in a research note on Tuesday, July 21st. Barclays increased their price target on MSCI from $700.00 to $735.00 and gave the stock an “overweight” rating in a research note on Friday, July 10th. Raymond James Financial raised their price target on MSCI from $730.00 to $760.00 and gave the company a “strong-buy” rating in a report on Wednesday, July 8th. Royal Bank Of Canada restated an “outperform” rating and set a $655.00 price objective on shares of MSCI in a research note on Wednesday, April 22nd. Finally, Jefferies Financial Group initiated coverage on shares of MSCI in a report on Friday, July 17th. They issued a “buy” rating and a $760.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the stock. Based on data from MarketBeat.com, MSCI presently has an average rating of “Buy” and a consensus target price of $709.50.

MSCI Company Profile

MSCI Inc is a global provider of investment decision support tools and services for the financial industry. The company is best known for its family of market indexes, which are widely used as benchmarks by asset managers and as the basis for exchange-traded funds and other passive products. In addition to index construction and licensing, MSCI offers portfolio analytics, risk models, factor and performance attribution tools, and a suite of data and technology solutions designed to support portfolio management and trading.

Beyond traditional indexing and risk analytics, MSCI has expanded into environmental, social and governance (ESG) research and ratings, offering data, scores and screening tools that help investors integrate sustainability considerations into investment processes.