Tandem Investment Advisors Inc. Takes Position in MSCI Inc $MSCI

Tandem Investment Advisors Inc. acquired a new position in MSCI Inc (NYSE:MSCI) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 894 shares of the technology company’s stock, valued at approximately $507,000.

A number of other institutional investors and hedge funds have also bought and sold shares of MSCI. Empowered Funds LLC grew its position in MSCI by 7.6% in the 1st quarter. Empowered Funds LLC now owns 2,003 shares of the technology company’s stock worth $1,133,000 after purchasing an additional 142 shares during the last quarter. Woodline Partners LP raised its position in shares of MSCI by 39.0% during the first quarter. Woodline Partners LP now owns 6,585 shares of the technology company’s stock valued at $3,724,000 after buying an additional 1,846 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in shares of MSCI by 20.9% in the second quarter. Sivia Capital Partners LLC now owns 1,052 shares of the technology company’s stock valued at $607,000 after buying an additional 182 shares during the period. V Square Quantitative Management LLC grew its position in MSCI by 16.9% during the second quarter. V Square Quantitative Management LLC now owns 513 shares of the technology company’s stock worth $296,000 after buying an additional 74 shares in the last quarter. Finally, GC Wealth Management RIA LLC acquired a new stake in MSCI during the second quarter worth about $228,000. Institutional investors own 89.97% of the company’s stock.

Insider Buying and Selling at MSCI

In other news, CFO Andrew C. Wiechmann sold 450 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $550.00, for a total transaction of $247,500.00. Following the transaction, the chief financial officer directly owned 21,639 shares in the company, valued at $11,901,450. The trade was a 2.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, General Counsel Robert J. Gutowski sold 624 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $558.42, for a total value of $348,454.08. Following the transaction, the general counsel directly owned 15,945 shares in the company, valued at approximately $8,904,006.90. This trade represents a 3.77% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 3.31% of the company’s stock.

Key Headlines Impacting MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Evercore ISI raised its price target to $690 and kept an Outperform rating, signaling strong buy-side conviction and a ~13.7% upside from the current price. Evercore price target raise
• Positive Sentiment: MSCI announced a meaningful dividend hike — quarterly payout raised to $2.05 (a ~13.9% increase vs. prior), supporting yield and income-oriented investor interest. Dividend hikes article
• Positive Sentiment: Operational strength: Q4 showed sticky demand (93% retention), revenue up ~10.6% Y/Y and an EPS beat (reported $4.66 vs. $4.62 consensus), supporting long-term subscription and asset-fee growth thesis. Retention / demand article
• Neutral Sentiment: Full Q4 financials: revenue $822.5M, net margin ~40%, and EPS growth vs. prior year — results largely in line with expectations but with mixed underlying line-item trends. Investors should review the slide deck/press release for segment-level drivers. BusinessWire results
• Negative Sentiment: Company signaled higher full-year expenses and offered softer 2026 guidance, which, combined with the modest EPS beat, pressured the stock despite positive fundamentals. Guidance / reaction article
• Negative Sentiment: Index governance controversy: MSCI paused a rebalancing related to Indonesia, triggering market moves and drawing government scrutiny — a reputational/regulatory risk that can create near-term headlines and client/government friction. Reuters on Indonesia action

MSCI Trading Down 1.3%

MSCI opened at $606.96 on Friday. The stock has a market capitalization of $45.61 billion, a P/E ratio of 38.68, a P/E/G ratio of 2.62 and a beta of 1.30. The firm’s fifty day simple moving average is $572.29 and its 200 day simple moving average is $565.91. MSCI Inc has a 12 month low of $486.73 and a 12 month high of $621.38.

MSCI (NYSE:MSCI) last announced its earnings results 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. The business had revenue of $822.53 million for the quarter, compared to analyst estimates of $819.51 million. MSCI had a negative return on equity of 82.59% and a net margin of 38.36%.MSCI’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same quarter last year, the firm earned $4.18 EPS. On average, equities research analysts predict that MSCI Inc will post 16.86 EPS for the current fiscal year.

MSCI announced that its Board of Directors has initiated a share repurchase program on Tuesday, October 28th that permits the company to buyback $3.00 billion in shares. This buyback authorization permits the technology company to buy up to 7.1% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.

MSCI Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a dividend of $2.05 per share. The ex-dividend date is Friday, February 13th. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.4%. This is a positive change from MSCI’s previous quarterly dividend of $1.80. MSCI’s dividend payout ratio (DPR) is currently 45.63%.

Wall Street Analyst Weigh In

Several equities analysts have commented on MSCI shares. JPMorgan Chase & Co. upped their price target on MSCI from $655.00 to $680.00 and gave the company an “overweight” rating in a report on Wednesday, October 29th. Wells Fargo & Company upped their price objective on shares of MSCI from $590.00 to $618.00 and gave the stock an “equal weight” rating in a research note on Thursday. Evercore ISI lifted their price target on MSCI from $655.00 to $690.00 and gave the company an “outperform” rating in a report on Thursday. Weiss Ratings raised MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, January 16th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $715.00 price target on shares of MSCI in a research note on Thursday. Eight equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $659.00.

MSCI Company Profile

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.