MSCI (MSCI)

• Market cap: $48.5B
• 1 day: 0.34%
• 5 days: 6.62%
• 1 month: 0.09%
• 3 months: 1.03%
• 6 months: 21.43%
• Year to date: 2.49%
• 1 year: 13.72%
• 5 years: 119.31%
• 10 years: 1,039.70%
• Sector: Industrials
• Industry: Business Services

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 $1.4 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: 5,858

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

107% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 67

31% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 308

14% more capital invested

Capital invested by funds: $35.1B [Q2] → $40.2B (+$5.09B) [Q3]

9% more funds holding in top 10

Funds holding in top 10: 11 [Q2] → 12 (+1) [Q3]

7% more funds holding

Funds holding: 913 [Q2] → 976 (+63) [Q3]

4.97% less ownership

Funds ownership: 92.09% [Q2] → 87.12% (-4.97%) [Q3]

37% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $120M

Research analyst outlook

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

• Low target: $638 4% upside
• Avg. target: $684 12% upside
• High target: $723 18% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

Goldman Sachs George Tong 34% 1-year accuracy 10 / 29 met price target	18% upside $723	Buy Upgraded	18 Dec 2024
Morgan Stanley Toni Kaplan 41% 1-year accuracy 9 / 22 met price target	14% upside $695	Overweight Maintained	12 Dec 2024
RBC Capital Ashish Sabadra 69% 1-year accuracy 40 / 58 met price target	4% upside $638	Outperform Reiterated	30 Oct 2024
UBS Alex Kramm 77% 1-year accuracy 10 / 13 met price target	11% upside $680	Buy Maintained	30 Oct 2024