MSCI Inc $MSCI Stake Cut by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. cut its position in shares of MSCI Inc (NYSE:MSCI) by 26.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,337 shares of the technology company’s stock after selling 824 shares during the quarter. SBI Securities Co. Ltd.’s holdings in MSCI were worth $1,259,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in MSCI. Axxcess Wealth Management LLC lifted its position in shares of MSCI by 5.6% in the 3rd quarter. Axxcess Wealth Management LLC now owns 511 shares of the technology company’s stock worth $275,000 after buying an additional 27 shares during the last quarter. Pinnacle Associates Ltd. boosted its holdings in shares of MSCI by 14.7% in the 3rd quarter. Pinnacle Associates Ltd. now owns 1,342 shares of the technology company’s stock valued at $723,000 after buying an additional 172 shares during the period. Bank Pictet & Cie Europe AG grew its position in shares of MSCI by 1.9% during the 3rd quarter. Bank Pictet & Cie Europe AG now owns 20,755 shares of the technology company’s stock valued at $11,180,000 after buying an additional 390 shares during the last quarter. IFP Advisors Inc grew its position in shares of MSCI by 23.0% during the 3rd quarter. IFP Advisors Inc now owns 1,096 shares of the technology company’s stock valued at $590,000 after buying an additional 205 shares during the last quarter. Finally, AlphaStar Capital Management LLC bought a new stake in shares of MSCI during the 3rd quarter valued at about $275,000. Institutional investors own 89.97% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. William Blair set a $680.00 price objective on shares of MSCI in a research note on Tuesday. Jefferies Financial Group reaffirmed a “buy” rating and set a $680.00 target price on shares of MSCI in a report on Wednesday. JPMorgan Chase & Co. increased their price target on MSCI from $685.00 to $710.00 and gave the stock an “overweight” rating in a research report on Wednesday. UBS Group set a $615.00 price target on MSCI in a report on Wednesday, July 22nd. Finally, The Goldman Sachs Group restated a “buy” rating and set a $684.00 price objective on shares of MSCI in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating and twelve have assigned a Buy rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $691.93.

MSCI Stock Down 0.8%

MSCI stock opened at $615.06 on Friday. The stock has a market cap of $43.98 billion, a PE ratio of 32.56, a price-to-earnings-growth ratio of 2.38 and a beta of 1.24. The firm’s 50-day simple moving average is $562.17 and its 200 day simple moving average is $577.42. MSCI Inc has a fifty-two week low of $501.08 and a fifty-two week high of $644.77.

MSCI (NYSE:MSCI) last issued its quarterly earnings data on Tuesday, October 20th. The technology company reported $5.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.03 by $0.08. MSCI had a negative return on equity of 50.69% and a net margin of 40.31%. The business had revenue of $892.00 million during the quarter, compared to the consensus estimate of $887.83 million. During the same period in the previous year, the firm posted $4.47 earnings per share. The business’s revenue was up 12.4% on a year-over-year basis. Equities analysts forecast that MSCI Inc will post 19.62 EPS for the current fiscal year.

MSCI Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Stockholders of record on Friday, November 13th will be paid a $2.05 dividend. The ex-dividend date of this dividend is Friday, November 13th. This represents a $8.20 annualized dividend and a dividend yield of 1.3%. MSCI’s dividend payout ratio is presently 43.41%.

Key Stories Impacting MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Q3 earnings exceeded expectations. MSCI reported adjusted EPS of $5.11 versus the $5.03 consensus estimate, while revenue rose 12.4% year over year to $892 million, above forecasts. Management also highlighted continued growth in AI-related products, recurring subscriptions and diversified client demand. MSCI Q3 2026 Earnings Call Transcript
• Positive Sentiment: Analyst support remains favorable. JPMorgan raised its price target, while RBC reaffirmed an Outperform rating. Other sell-side analysts have maintained Buy ratings, suggesting confidence in MSCI’s earnings growth and high-margin business model. JPMorgan price target update
• Neutral Sentiment: Indonesia’s regulator imposed significant enforcement penalties. Record fines totaling about $117 million for market-manipulation and IPO-disclosure violations could address MSCI’s transparency concerns, but the impact on the final market-classification decision remains uncertain. Indonesia market violation fines
• Negative Sentiment: The proposed Indonesia downgrade is creating political and reputational risk. MSCI’s warning that Indonesia could be reclassified from an emerging market to a standalone market triggered a local stock-market selloff and public criticism from President Prabowo. Investors may worry about pressure on MSCI’s relationships with governments and index-linked fund flows, although the issue is not expected to materially change MSCI’s near-term financial results. Indonesia downgrade controversy
• Negative Sentiment: Valuation and fund-selling add pressure. MSCI trades at a premium earnings multiple, and Polen Capital disclosed that it exited its MSCI position to fund a Meta Platforms investment. This reinforces concerns that much of MSCI’s strong growth outlook is already reflected in the stock price. Polen Capital exits MSCI

Insider Activity

In other news, CFO Andrew Wiechmann sold 450 shares of the firm’s stock in a transaction on Monday, October 12th. The stock was sold at an average price of $570.00, for a total transaction of $256,500.00. Following the transaction, the chief financial officer directly owned 21,644 shares of the company’s stock, valued at approximately $12,337,080. This trade represents a 2.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 3.76% of the company’s stock.

MSCI Profile

MSCI Inc (NYSE:MSCI) is a global provider of investment decision-support tools and services for institutional investors, asset managers, banks and other financial institutions. The company is best known for developing equity, fixed-income and multi-asset indexes used to benchmark portfolios and support the creation of investment products such as exchange-traded funds.

In addition to its indexes, MSCI provides portfolio analytics, risk-management and performance-attribution tools, as well as research and data covering environmental, social and governance factors, climate risk and sustainable investing.