Hsbc Holdings PLC Trims Stock Holdings in MSCI Inc $MSCI

Hsbc Holdings PLC reduced its stake in MSCI Inc (NYSE:MSCI) by 16.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 254,715 shares of the technology company’s stock after selling 48,834 shares during the quarter. Hsbc Holdings PLC’s holdings in MSCI were worth $146,504,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the stock. State Street Corp raised its stake in MSCI by 1.2% in the 3rd quarter. State Street Corp now owns 3,320,761 shares of the technology company’s stock valued at $1,884,233,000 after purchasing an additional 39,450 shares during the last quarter. Bamco Inc. NY lifted its holdings in MSCI by 15.1% in the 4th quarter. Bamco Inc. NY now owns 2,755,747 shares of the technology company’s stock valued at $1,581,055,000 after purchasing an additional 361,630 shares in the last quarter. Morgan Stanley boosted its stake in shares of MSCI by 2.2% during the 4th quarter. Morgan Stanley now owns 2,467,556 shares of the technology company’s stock worth $1,415,713,000 after purchasing an additional 52,242 shares during the last quarter. T. Rowe Price Investment Management Inc. boosted its stake in shares of MSCI by 13.2% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,446,291 shares of the technology company’s stock worth $829,781,000 after purchasing an additional 168,405 shares during the last quarter. Finally, PineStone Asset Management Inc. boosted its stake in shares of MSCI by 4.1% during the 4th quarter. PineStone Asset Management Inc. now owns 1,000,942 shares of the technology company’s stock worth $574,270,000 after purchasing an additional 39,099 shares during the last quarter. Institutional investors and hedge funds own 89.97% of the company’s stock.

Key MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI’s latest market accessibility review reinforces the company’s role as a critical gatekeeper for global index inclusion, which can support demand for its index and benchmark products. MSCI Announces the Results of the MSCI 2026 Global Market Accessibility Review
• Neutral Sentiment: MSCI flagged additional concerns about Indonesia’s market transparency, including opaque ownership structures, limited disclosure, and possible coordinated trading that could distort pricing. What you need to know about MSCI’s Indonesia verdict on Tuesday
• Neutral Sentiment: MSCI also cited forex-market issues and downgraded Indonesia’s information-flow assessment, but the immediate effect is mainly to signal tighter scrutiny ahead of the final emerging-markets verdict rather than a direct hit to MSCI’s own fundamentals. MSCI Cites Forex Market Issues in Indonesia Review
• Negative Sentiment: If MSCI ultimately downgrades Indonesia or leaves other markets under pressure, it could weigh on sentiment around emerging-market indexes and create uncertainty around country flows ahead of next week’s classification decisions. MSCI flags investability concerns in Indonesia over transparency

Analyst Upgrades and Downgrades

MSCI has been the subject of a number of analyst reports. Morgan Stanley boosted their price objective on shares of MSCI from $719.00 to $727.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. UBS Group raised their target price on shares of MSCI from $710.00 to $720.00 and gave the stock a “buy” rating in a research report on Wednesday, April 22nd. Wells Fargo & Company upgraded shares of MSCI from an “equal weight” rating to an “overweight” rating and raised their target price for the stock from $650.00 to $700.00 in a research report on Wednesday, May 27th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $655.00 target price on shares of MSCI in a research note on Wednesday, April 22nd. Finally, Weiss Ratings downgraded MSCI from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 15th. One investment analyst has rated the stock with a Strong Buy rating and ten have issued a Buy rating to the stock. According to data from MarketBeat.com, MSCI has an average rating of “Buy” and a consensus price target of $697.00.

Insider Buying and Selling at MSCI

In related news, insider Alvise J. Munari sold 10,000 shares of MSCI stock in a transaction on Friday, April 24th. The shares were sold at an average price of $592.04, for a total transaction of $5,920,400.00. Following the transaction, the insider owned 23,548 shares in the company, valued at approximately $13,941,357.92. The trade was a 29.81% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 3.76% of the company’s stock.

MSCI Stock Performance

MSCI opened at $581.69 on Friday. MSCI Inc has a 1 year low of $501.08 and a 1 year high of $644.68. The firm has a 50 day moving average price of $589.76 and a 200 day moving average price of $571.58. The company has a market cap of $42.35 billion, a PE ratio of 33.22, a price-to-earnings-growth ratio of 2.19 and a beta of 1.24.

MSCI (NYSE:MSCI) last announced its quarterly earnings results on Tuesday, April 21st. The technology company reported $4.55 earnings per share for the quarter, beating analysts’ consensus estimates of $4.38 by $0.17. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The firm had revenue of $850.80 million for the quarter, compared to analysts’ expectations of $830.91 million. During the same period in the previous year, the company posted $4.00 earnings per share. MSCI’s revenue was up 14.1% compared to the same quarter last year. On average, sell-side analysts predict that MSCI Inc will post 19.62 earnings per share for the current year.

MSCI Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were paid a $2.05 dividend. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, May 15th. MSCI’s dividend payout ratio (DPR) is currently 46.83%.

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.