J. Safra Sarasin Holding AG Has $873,000 Position in MSCI Inc $MSCI

J. Safra Sarasin Holding AG cut its position in shares of MSCI Inc (NYSE:MSCI) by 52.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,538 shares of the technology company’s stock after selling 1,705 shares during the period. J. Safra Sarasin Holding AG’s holdings in MSCI were worth $873,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Bank of Jackson Hole Trust grew its holdings in MSCI by 36.1% during the third quarter. Bank of Jackson Hole Trust now owns 162 shares of the technology company’s stock worth $92,000 after purchasing an additional 43 shares during the period. AEGON ASSET MANAGEMENT UK Plc lifted its position in shares of MSCI by 35.3% in the third quarter. AEGON ASSET MANAGEMENT UK Plc now owns 920 shares of the technology company’s stock valued at $522,000 after buying an additional 240 shares during the last quarter. Mutual of America Capital Management LLC lifted its position in shares of MSCI by 1.5% in the third quarter. Mutual of America Capital Management LLC now owns 9,861 shares of the technology company’s stock valued at $5,595,000 after buying an additional 143 shares during the last quarter. Whittier Trust Co. of Nevada Inc. boosted its stake in shares of MSCI by 4.5% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 609 shares of the technology company’s stock worth $341,000 after acquiring an additional 26 shares during the period. Finally, Sagespring Wealth Partners LLC increased its holdings in shares of MSCI by 9.2% during the 3rd quarter. Sagespring Wealth Partners LLC now owns 608 shares of the technology company’s stock worth $345,000 after acquiring an additional 51 shares during the last quarter. 89.97% of the stock is owned by institutional investors.

MSCI News Roundup

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Q4 results beat and durable growth: MSCI reported Q4 EPS of $4.66 (vs. ~$4.62 consensus) and revenue of $822.5M, up ~10.6% year-over-year — subscription-led strength and 93% client retention underpin recurring revenue. Businesswire: Financial Results
• Positive Sentiment: Dividend hike: MSCI raised its quarterly dividend to $2.05 (a ~13.9% increase), reinforcing capital return and appealing to income-oriented holders (annualized yield ~1.3%).
• Neutral Sentiment: Earnings call detail & modeling nuance: Management highlighted strong underlying growth but noted cash/headwind items and higher planned operating expenses for 2026 — leaves room for analyst-model adjustments. TipRanks: Earnings Call Highlights
• Neutral Sentiment: Analyst backdrop: Street sentiment remains constructive (multiple buy/overweight ratings and mid-to-high price targets), which can support upside but also compress volatility into guidance-driven moves. QuiverQuant: Analyst Notes & Targets
• Negative Sentiment: Guidance and expense pressure: Coverage noted “soft” 2026 guidance and higher full-year expenses that could weigh on forward margins and valuation multiple. MSN: Soft Guidance
• Negative Sentiment: Index action controversy — Indonesia: MSCI froze/rebalanced Indonesia-related index changes citing investability/free-float concerns, triggering a market drop in Indonesia and prompting government pushback; that creates reputational and operational scrutiny in the region. Reuters: Indonesia Response
• Negative Sentiment: Near-term market reaction: Some reports noted shares initially slid after the release despite margin expansion, reflecting investor sensitivity to guidance and expense commentary. Zacks: Market Reaction

Insiders Place Their Bets

In other MSCI news, CFO Andrew C. Wiechmann sold 450 shares of MSCI stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $550.00, for a total value of $247,500.00. Following the completion of the transaction, the chief financial officer directly owned 21,639 shares of the company’s stock, valued at $11,901,450. The trade was a 2.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Henry A. Fernandez bought 10,210 shares of the business’s stock in a transaction dated Friday, December 5th. The shares were bought at an average price of $536.13 per share, with a total value of $5,473,887.30. Following the completion of the transaction, the chief executive officer owned 1,487,047 shares in the company, valued at approximately $797,250,508.11. This trade represents a 0.69% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.31% of the company’s stock.

MSCI Stock Performance

NYSE:MSCI opened at $614.57 on Thursday. MSCI Inc has a 52 week low of $486.73 and a 52 week high of $621.38. The firm’s 50-day simple moving average is $571.34 and its 200 day simple moving average is $565.62. The firm has a market cap of $46.18 billion, a price-to-earnings ratio of 38.95, a P/E/G ratio of 2.48 and a beta of 1.30.

MSCI (NYSE:MSCI) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.62 by $0.04. MSCI had a net margin of 40.03% and a negative return on equity of 110.94%. The firm had revenue of $822.53 million during the quarter, compared to the consensus estimate of $819.51 million. During the same quarter in the previous year, the firm posted $4.18 EPS. The business’s revenue for the quarter was up 10.6% compared to the same quarter last year. Sell-side analysts anticipate that MSCI Inc will post 16.86 EPS for the current year.

MSCI declared that its Board of Directors has approved a stock repurchase plan on Tuesday, October 28th that permits the company to repurchase $3.00 billion in shares. This repurchase authorization permits the technology company to purchase up to 7.1% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s management believes its shares are undervalued.

MSCI Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a dividend of $2.05 per share. This is an increase from MSCI’s previous quarterly dividend of $1.80. This represents a $8.20 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Friday, February 13th. MSCI’s dividend payout ratio (DPR) is currently 45.63%.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on MSCI shares. Seaport Research Partners raised MSCI to a “strong-buy” rating in a report on Wednesday, October 1st. JPMorgan Chase & Co. raised their target price on shares of MSCI from $655.00 to $680.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Weiss Ratings raised shares of MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, January 16th. Evercore ISI upped their price target on shares of MSCI from $588.00 to $611.00 and gave the company an “outperform” rating in a research note on Tuesday, October 14th. Finally, UBS Group set a $638.00 price objective on shares of MSCI in a research report on Wednesday. Seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $641.13.

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.