Fundsmith 13F: Cuts MSCI Stake by $57M

Fundsmith has significantly reduced its stake in MSCI Inc. (NYSE:MSCI), cutting its holdings by 101,831 shares, or 61%, to 64,788 shares. This move, as revealed in its latest Form 13F filing with the SEC, values its remaining position at approximately $38.8 million as of the reporting period.

What Changed in Fundsmith's MSCI Inc. Position

Fundsmith's decision to cut its MSCI Inc. stake resulted in a reduction from 166,619 shares to 64,788 shares. This substantial decrease of 101,831 shares marks a 61% reduction in its holdings. The reported value of the remaining shares is about $38.8 million.

Other Institutional Activity in MSCI Inc.

Several other institutional investors have made notable adjustments to their MSCI positions. BlackRock, Inc. trimmed its holdings by 160,275 shares, ending with 5,740,802 shares worth approximately $3.09 billion. Vanguard Capital Management LLC added 4,653,076 shares, bringing its total to the same number, valued at about $2.51 billion. Similarly, Vanguard Portfolio Management LLC increased its stake by 4,024,536 shares, reaching a total of 4,024,536 shares valued at $2.17 billion. State Street Corp reduced its position by 71,801 shares, holding 3,114,932 shares worth $1.68 billion, while BAMCO Inc /NY/ cut 56,358 shares to hold 2,699,389 shares valued at approximately $1.45 billion.

MSCI Inc. Stock Down 2.6%

Shares of MSCI Inc. (NYSE:MSCI) are trading near $599.12. The company has a market capitalization of about $43.6 billion and a P/E ratio of 34.26. Its forward P/E is 26.62, with a beta of 1.226. Over the past year, MSCI's stock has ranged from a low of $501.08 to a high of $644.68. The 50-day moving average is $585.67, and the 200-day moving average is $568.60.

Recent Earnings

MSCI Inc. reported revenues of approximately $3.24 billion, reflecting a growth of 14.1%. The company achieved a net margin of 40.7%, with an EPS of $17.49. Investors can look forward to the next earnings report, scheduled for July 21, 2026.

Dividend

MSCI Inc. offers an annual dividend rate of $8.20, yielding 1.37% with a payout ratio of 42.55%.

Insider Buying and Selling at MSCI Inc.

Insider activity at MSCI Inc. includes some notable transactions. On June 10, 2026, CFO Andrew Wiechmann sold 450 shares at an average price of $604.56 under a planned sale. On May 15, 2026, Chairman and CEO Henry Fernandez purchased 4,000 shares at $562.40. Additionally, several insiders made smaller purchases in late May and early June.

Analysts Set New Price Targets

On May 27, 2026, Wells Fargo upgraded MSCI to a 'buy' with a $700 price target. UBS and Morgan Stanley maintained their 'buy' ratings with targets of $720 and $727, respectively, on April 22, 2026. The consensus among 16 analysts is a 'buy' rating with a mean target price of $688.56.

About MSCI Inc.

MSCI Inc. provides research-based data and analytics for the financial industry, offering a range of products including indexes, risk management tools, and ESG solutions. Headquartered in New York, the company operates globally with a workforce of over 6,300 employees. MSCI is led by CEO Henry A. Fernandez.

Bottom Line

Fundsmith's significant reduction in its MSCI Inc. stake highlights the fund's strategic shift. While the 13F filing reflects past positioning as of the reporting period, it remains a key indicator of institutional sentiment. Investors keep an eye on such moves to gauge broader market trends and fund strategies.