Dimensional Fund Advisors LP Has $151.40 Million Stock Holdings in MSCI Inc $MSCI

Dimensional Fund Advisors LP raised its position in shares of MSCI Inc (NYSE:MSCI) by 2.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 280,912 shares of the technology company’s stock after buying an additional 5,469 shares during the quarter. Dimensional Fund Advisors LP’s holdings in MSCI were worth $151,401,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSCI. Norges Bank purchased a new stake in shares of MSCI in the 4th quarter valued at approximately $528,560,000. Bamco Inc. NY grew its position in MSCI by 15.1% during the 4th quarter. Bamco Inc. NY now owns 2,755,747 shares of the technology company’s stock worth $1,581,055,000 after purchasing an additional 361,630 shares in the last quarter. Banque Pictet & Cie SA raised its stake in MSCI by 103.3% during the 4th quarter. Banque Pictet & Cie SA now owns 523,035 shares of the technology company’s stock valued at $300,081,000 after purchasing an additional 265,750 shares during the period. Generation Investment Management LLP purchased a new stake in shares of MSCI in the fourth quarter valued at $130,380,000. Finally, T. Rowe Price Investment Management Inc. boosted its position in shares of MSCI by 13.2% in the fourth 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 period. 89.97% of the stock is currently owned by institutional investors and hedge funds.

MSCI News Roundup

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 Stock Up 0.0%

Shares of MSCI opened at $550.82 on Monday. The company’s fifty day moving average is $596.67 and its 200-day moving average is $576.74. MSCI Inc has a 12 month low of $501.08 and a 12 month high of $644.77. The firm has a market cap of $40.04 billion, a price-to-earnings ratio of 30.13, a price-to-earnings-growth ratio of 2.10 and a beta of 1.24.

MSCI (NYSE:MSCI) last released 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). The business 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 quarter in the prior year, the business posted $4.17 EPS. As a group, research analysts predict that MSCI Inc will post 19.58 earnings per share for the current fiscal year.

MSCI Dividend Announcement

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

Analyst Upgrades and Downgrades

MSCI has been the topic of a number of research analyst reports. Bank of America lifted their price target on MSCI from $715.00 to $730.00 and gave the company a “buy” rating in a report on Friday, July 10th. Jefferies Financial Group assumed coverage on MSCI in a research note on Friday, July 17th. They set a “buy” rating and a $760.00 target price on the stock. Wells Fargo & Company reduced their price target on shares of MSCI from $700.00 to $690.00 and set an “overweight” rating for the company in a research report on Wednesday. Weiss Ratings raised shares of MSCI from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, July 16th. Finally, UBS Group set a $615.00 target price on shares of MSCI in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $709.50.

About MSCI

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.