Handelsbanken Fonder AB Trims Stake in MSCI Inc $MSCI

Handelsbanken Fonder AB cut its position in shares of MSCI Inc (NYSE:MSCI) by 5.4% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 26,693 shares of the technology company’s stock after selling 1,521 shares during the period. Handelsbanken Fonder AB’s holdings in MSCI were worth $14,949,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also made changes to their positions in MSCI. Mowery & Schoenfeld Wealth Management LLC increased its stake in shares of MSCI by 341.7% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 53 shares of the technology company’s stock valued at $30,000 after buying an additional 41 shares during the period. Harvest Fund Management Co. Ltd purchased a new stake in MSCI in the fourth quarter worth about $30,000. Elyxium Wealth LLC bought a new position in MSCI during the 4th quarter worth about $34,000. SHP Wealth Management bought a new position in MSCI during the 4th quarter worth about $36,000. Finally, Strategic Wealth Investment Group LLC purchased a new position in MSCI during the 2nd quarter valued at about $36,000. 89.97% of the stock is currently owned by hedge funds and other institutional investors.

More MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI announced that 55 securities will be added to, and 92 removed from, the MSCI ACWI Global Standard Indexes. The changes will take effect after the close of August 31, potentially generating rebalancing activity and reinforcing MSCI’s importance to passive and benchmarked investors. MSCI Equity Indexes August 2026 Index Review
• Positive Sentiment: Four Indian companies—Laurus Labs, Groww’s parent, Adani Energy Solutions and Lenskart—will enter relevant MSCI indexes. Reports estimate the additions could attract roughly $1.5 billion of foreign investment, highlighting the scale of assets affected by MSCI’s decisions. Four Indian stocks to be added to MSCI indexes
• Neutral Sentiment: The review also removes GoTo and nine other Indonesian stocks from Global Standard indexes, with estimates of up to 1 trillion rupiah in potential Indonesian outflows. These are consequences for index constituents rather than direct revenue changes for MSCI, but they demonstrate the significant market influence of its benchmarks. Indonesia faces outflows after MSCI index review
• Negative Sentiment: MSCI’s latest quarterly results modestly missed analyst expectations, with EPS of $4.94 versus $4.99 expected and revenue of $867 million versus $870.7 million forecast. Revenue still grew 12.2% year over year, but the miss remains a counterweight to the positive index-review narrative.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on MSCI shares. UBS Group set a $615.00 price target on shares of MSCI in a research report on Wednesday, July 22nd. Weiss Ratings cut MSCI from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, July 30th. Barclays lifted their price target on MSCI from $700.00 to $735.00 and gave the company an “overweight” rating in a report on Friday, July 10th. JPMorgan Chase & Co. upped their price objective on MSCI from $700.00 to $742.00 and gave the stock an “overweight” rating in a research note on Monday, July 20th. Finally, Jefferies Financial Group began coverage on shares of MSCI in a research report on Friday, July 17th. They issued a “buy” rating and a $760.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $709.50.

MSCI Stock Performance

MSCI stock opened at $575.76 on Friday. The stock has a market cap of $41.86 billion, a PE ratio of 31.50, a price-to-earnings-growth ratio of 2.15 and a beta of 1.23. The stock has a 50-day moving average of $587.31 and a two-hundred day moving average of $574.96. MSCI Inc has a one year low of $501.08 and a one year high of $644.77.

MSCI (NYSE:MSCI) last issued its quarterly earnings results on Tuesday, July 21st. The technology company reported $4.94 earnings per share for the quarter, missing analysts’ consensus estimates of $4.99 by ($0.05). MSCI had a negative return on equity of 55.19% and a net margin of 40.74%.The business had revenue of $867.00 million for the quarter, compared to analysts’ expectations of $870.71 million. During the same quarter in the previous year, the firm posted $4.17 EPS. MSCI’s revenue was up 12.2% on a year-over-year basis. As a group, sell-side analysts predict that MSCI Inc will post 19.61 EPS for the current fiscal year.

MSCI Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be given a dividend of $2.05 per share. This represents a $8.20 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, August 14th. MSCI’s payout ratio is currently 44.86%.

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.