NewEdge Wealth LLC Lowers Stock Holdings in MSCI Inc $MSCI

NewEdge Wealth LLC lowered its stake in shares of MSCI Inc (NYSE:MSCI) by 38.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). 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.

Several other hedge funds have also modified their holdings of the stock. Norges Bank purchased a new stake in MSCI during the fourth quarter valued at about $528,560,000. PICTET BANK & TRUST Ltd raised its stake 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 valued at $2,955,000 after purchasing an additional 2,775 shares during the period. SBI Okasan Asset Management Co.Ltd. purchased a new stake in MSCI during the 4th quarter worth $1,406,000. Carolina Wealth Advisors LLC purchased a new stake in MSCI during the 4th quarter worth $1,302,000. Finally, Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust acquired a new position in MSCI in the 4th quarter worth $13,636,000. 89.97% of the stock is owned by institutional investors and hedge funds.

MSCI Stock Up 0.0%

Shares of MSCI stock opened at $550.82 on Monday. The business has a 50 day moving average of $596.67 and a two-hundred day moving average of $576.74. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $644.77. The company has a market cap of $40.04 billion, a P/E ratio of 30.13, a PEG ratio of 2.10 and a beta of 1.24.

MSCI (NYSE:MSCI) last posted its earnings results on Tuesday, July 21st. The technology company reported $4.94 EPS for the quarter, missing the consensus estimate of $4.99 by ($0.05). The company had revenue of $867.00 million for the quarter, compared to the consensus estimate 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 period last year, the company posted $4.17 earnings per share. Analysts expect that MSCI Inc will post 19.58 EPS for the current fiscal year.

MSCI Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be paid a dividend of $2.05 per share. This represents a $8.20 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Friday, August 14th. MSCI’s dividend payout ratio is presently 44.86%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on MSCI. Rothschild & Co Redburn set a $690.00 price objective on MSCI in a report on Thursday, June 18th. UBS Group set a $615.00 price objective on shares of MSCI in a research note on Wednesday. Raymond James Financial boosted their target price on shares of MSCI from $730.00 to $760.00 and gave the stock a “strong-buy” rating in a research report on Wednesday, July 8th. JPMorgan Chase & Co. increased their price target on shares of MSCI from $700.00 to $742.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Finally, Weiss Ratings upgraded MSCI from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the company. Based on data from MarketBeat.com, MSCI has an average rating of “Buy” and an average price target of $709.50.

Trending Headlines about MSCI

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

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.