Waterway Wealth Management LLC Takes Position in MSCI Inc $MSCI

Waterway Wealth Management LLC acquired a new stake in MSCI Inc (NYSE:MSCI) in the 1st quarter, according to its most recent filing with the SEC. The fund acquired 2,321 shares of the technology company’s stock, valued at approximately $1,251,000.

A number of other large investors have also bought and sold shares of the business. Aviso Financial Inc. lifted its stake in MSCI by 2.0% in the third quarter. Aviso Financial Inc. now owns 859 shares of the technology company’s stock valued at $487,000 after buying an additional 17 shares in the last quarter. Venturi Wealth Management LLC increased its position in shares of MSCI by 4.7% during the fourth quarter. Venturi Wealth Management LLC now owns 375 shares of the technology company’s stock worth $215,000 after acquiring an additional 17 shares in the last quarter. Robertson Stephens Wealth Management LLC increased its position in shares of MSCI by 3.1% during the fourth quarter. Robertson Stephens Wealth Management LLC now owns 568 shares of the technology company’s stock worth $326,000 after acquiring an additional 17 shares in the last quarter. Keel Point LLC raised its holdings in shares of MSCI by 3.0% during the third quarter. Keel Point LLC now owns 622 shares of the technology company’s stock worth $353,000 after acquiring an additional 18 shares during the period. Finally, Allworth Financial LP raised its holdings in shares of MSCI by 1.7% during the fourth quarter. Allworth Financial LP now owns 1,074 shares of the technology company’s stock worth $616,000 after acquiring an additional 18 shares during the period. 89.97% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

MSCI has been the subject of a number of research analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $655.00 target price on shares of MSCI in a research note on Wednesday, April 22nd. Morgan Stanley lifted their price target on MSCI from $719.00 to $727.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Rothschild & Co Redburn set a $690.00 price target on MSCI in a report on Thursday, June 18th. Weiss Ratings cut MSCI from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 15th. Finally, Wells Fargo & Company upgraded MSCI from an “equal weight” rating to an “overweight” rating and increased their price objective for the stock from $650.00 to $700.00 in a report on Wednesday, May 27th. One analyst has rated the stock with a Strong Buy rating and ten have issued a Buy rating to the company’s stock. According to MarketBeat.com, MSCI presently has a consensus rating of “Buy” and a consensus price target of $697.00.

MSCI Stock Down 5.6%

Shares of MSCI stock opened at $544.99 on Friday. MSCI Inc has a 12 month low of $501.08 and a 12 month high of $644.68. The company’s fifty day simple moving average is $591.86 and its 200-day simple moving average is $572.48. The firm has a market cap of $39.68 billion, a PE ratio of 31.12, a P/E/G ratio of 2.18 and a beta of 1.24.

MSCI (NYSE:MSCI) last released its earnings results on Tuesday, April 21st. The technology company reported $4.55 earnings per share for the quarter, beating analysts’ consensus estimates of $4.38 by $0.17. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The business had revenue of $850.80 million during the quarter, compared to the consensus estimate of $830.91 million. During the same quarter last year, the firm earned $4.00 earnings per share. The firm’s revenue for the quarter was up 14.1% compared to the same quarter last year. On average, equities analysts predict that MSCI Inc will post 19.62 earnings per share for the current fiscal year.

MSCI Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were issued a $2.05 dividend. The ex-dividend date was Friday, May 15th. This represents a $8.20 annualized dividend and a dividend yield of 1.5%. MSCI’s dividend payout ratio (DPR) is presently 46.83%.

Insider Buying and Selling

In related news, insider Alvise J. Munari sold 10,000 shares of the stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $592.04, for a total transaction of $5,920,400.00. Following the completion of the transaction, the insider directly owned 23,548 shares of the company’s stock, valued at approximately $13,941,357.92. This represents a 29.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 3.76% of the company’s stock.

MSCI News Summary

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI is expanding its climate-risk analytics business by acquiring First Street, a provider of physics-based climate risk data and property-level geospatial tools. Management says the deal strengthens MSCI’s physical climate risk capabilities and could deepen its role in investment and risk workflows. Article Title
• Positive Sentiment: Recent commentary around MSCI’s index and classification business keeps the company highly visible, with ongoing market-structure reviews for South Korea and Indonesia reinforcing MSCI’s influence over global capital flows. Article Title
• Neutral Sentiment: MSCI’s chief commented on global market classification issues, including why some developed economies still do not qualify for developed-market status under MSCI’s methodology. This highlights the company’s role in benchmark governance, but it does not directly change near-term fundamentals. Article Title
• Neutral Sentiment: MSCI also discussed strategic priorities and innovation in private assets, which supports the long-term product roadmap but appears more informational than immediately market-moving. Article Title
• Negative Sentiment: Investors seem to be discounting the First Street deal in the near term, possibly due to concerns about integration, valuation, and return on investment, while broader selling in premium-priced growth stocks is adding pressure. Article Title

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.