MSCI (MSCI)

• Market cap: $42.4B
• 1 day: 0.80%
• 5 days: 4.36%
• 1 month: -3.37%
• 3 months: -10.64%
• 6 months: -9.73%
• Year to date: -8.41%
• 1 year: 6.85%
• 5 years: 72.42%
• 10 years: 798.16%
• Sector: Financials
• Industry: Financial Data & Stock Exchanges

About: MSCI has described its mission as enabling investors to build better portfolios for a better world. MSCI's largest and most profitable segment is its index segment, where it provides benchmarking to asset managers and asset owners. In addition, it boasts over $1.7 trillion in ETF assets linked to MSCI indexes. The MSCI analytics segment provides portfolio management and risk management analytics software to asset managers and asset owners. MSCI's all other segment was broken out into ESG and climate and private assets segments in 2021. In ESG and climate, MSCI provides ESG data to the investment industry. In private assets, MSCI provides real restate reporting, market data, benchmarking, and analytics to investors and real estate managers.

Employees: 6,132

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

112% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 76

33% more funds holding in top 10

Funds holding in top 10: 12 [Q3] → 16 (+4) [Q4]

14% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 349

7% more funds holding

Funds holding: 978 [Q3] → 1,043 (+65) [Q4]

6% more capital invested

Capital invested by funds: $39.9B [Q3] → $42.2B (+$2.4B) [Q4]

3.06% more ownership

Funds ownership: 86.29% [Q3] → 89.36% (+3.06%) [Q4]

43% less call options, than puts

Call options by funds: $98.3M | Put options by funds: $172M

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $530 3% downside
• Avg. target: $618 13% upside
• High target: $675 23% upside

5 analyst ratings

• positive: 3 60%
• neutral: 2 40%
• negative: 0 0%

JP Morgan Alexander Hess 33% 1-year accuracy 1 / 3 met price target	19% upside $650	Overweight Maintained	16 Apr 2025
RBC Capital Ashish Sabadra 49% 1-year accuracy 26 / 53 met price target	23% upside $675	Outperform Reiterated	16 Apr 2025
Wells Fargo Jason Haas 47% 1-year accuracy 24 / 51 met price target	3% downside $530	Equal-Weight Maintained	16 Apr 2025
B of A Securities Joshua Dennerlein 50% 1-year accuracy 6 / 12 met price target	7% upside $585	Neutral Initiated	10 Apr 2025
Barclays Manav Patnaik 51% 1-year accuracy 19 / 37 met price target	19% upside $650	Overweight Maintained	4 Apr 2025