Handelsbanken Fonder AB Cuts Holdings 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 disclosure with the Securities and Exchange Commission. The fund 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 SEC filing.

Other large investors have also added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of MSCI in the fourth quarter valued at $528,560,000. Bamco Inc. NY lifted its position in MSCI by 15.1% during the fourth 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 during the last quarter. Generation Investment Management LLP purchased a new position in shares of MSCI in the 4th quarter worth $130,380,000. T. Rowe Price Investment Management Inc. increased its holdings in shares of MSCI by 13.2% in 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 buying an additional 168,405 shares during the last quarter. Finally, Bank of America Corp DE increased its holdings in shares of MSCI by 27.6% in the 2nd quarter. Bank of America Corp DE now owns 724,618 shares of the technology company’s stock worth $417,916,000 after buying an additional 156,891 shares during the last quarter. Institutional investors own 89.97% of the company’s stock.

MSCI Stock Up 2.3%

MSCI opened at $575.76 on Friday. The business has a fifty day moving average of $587.31 and a 200 day moving average of $574.96. The stock has a market cap of $41.86 billion, a P/E ratio of 31.50, a PEG ratio of 2.15 and a beta of 1.23. MSCI Inc has a 52-week low of $501.08 and a 52-week high of $644.77.

MSCI (NYSE:MSCI) last released its 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). The business had revenue of $867.00 million during the quarter, compared to analysts’ expectations of $870.71 million. MSCI had a negative return on equity of 55.19% and a net margin of 40.74%.The business’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.17 EPS. Equities analysts anticipate that MSCI Inc will post 19.61 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 issued a dividend of $2.05 per share. The ex-dividend date is Friday, August 14th. This represents a $8.20 dividend on an annualized basis and a yield of 1.4%. MSCI’s dividend payout ratio (DPR) is presently 44.86%.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. Weiss Ratings downgraded shares of MSCI from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, July 30th. Wells Fargo & Company decreased their price objective on MSCI from $700.00 to $690.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 22nd. Jefferies Financial Group began coverage on MSCI in a research note on Friday, July 17th. They issued a “buy” rating and a $760.00 price objective for the company. Evercore set a $722.00 target price on MSCI in a report on Wednesday, July 22nd. Finally, Rothschild & Co Redburn set a $690.00 price target on MSCI in a report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $709.50.

Key Headlines Impacting MSCI

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.

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.