Nisa Investment Advisors LLC lifted its stake in shares of MSCI Inc (NYSE:MSCI – Free Report) by 11.7% in the 4th quarter, HoldingsChannel reports. The firm owned 24,254 shares of the technology company’s stock after buying an additional 2,544 shares during the quarter. Nisa Investment Advisors LLC’s holdings in MSCI were worth $13,915,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds also recently modified their holdings of the stock. Principal Financial Group Inc. grew its stake in shares of MSCI by 6.6% during the 3rd quarter. Principal Financial Group Inc. now owns 1,777,749 shares of the technology company’s stock worth $1,008,745,000 after acquiring an additional 109,287 shares during the period. Dash Acquisitions Inc. increased its holdings in MSCI by 103.6% in the 3rd quarter. Dash Acquisitions Inc. now owns 14,958 shares of the technology company’s stock worth $8,490,000 after acquiring an additional 7,613 shares during the last quarter. Katamaran Capital LLP raised its stake in MSCI by 57.1% in the 3rd quarter. Katamaran Capital LLP now owns 4,919 shares of the technology company’s stock valued at $2,791,000 after acquiring an additional 1,788 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its stake in MSCI by 37.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 12,228 shares of the technology company’s stock valued at $6,938,000 after acquiring an additional 3,346 shares during the period. Finally, Canoe Financial LP lifted its holdings in MSCI by 12.6% during the third quarter. Canoe Financial LP now owns 209,831 shares of the technology company’s stock valued at $119,060,000 after purchasing an additional 23,500 shares during the last quarter. Institutional investors own 89.97% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of brokerages have weighed in on MSCI. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $715.00 target price on shares of MSCI in a research report on Thursday, January 29th. Bank of America started coverage on shares of MSCI in a research note on Tuesday, February 17th. They set a “buy” rating and a $700.00 price target on the stock. Evercore raised their price objective on shares of MSCI from $655.00 to $690.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. UBS Group set a $638.00 price objective on shares of MSCI in a research note on Wednesday, January 28th. Finally, Raymond James Financial raised shares of MSCI from an “outperform” rating to a “strong-buy” rating and set a $710.00 target price on the stock in a report on Tuesday, March 17th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, MSCI has an average rating of “Moderate Buy” and a consensus price target of $665.89.
Insider Activity at MSCI
In other MSCI news, CFO Andrew C. Wiechmann sold 450 shares of the stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $560.00, for a total value of $252,000.00. Following the sale, the chief financial officer directly owned 22,544 shares in the company, valued at $12,624,640. This represents a 1.96% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Henry A. Fernandez purchased 800 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was purchased at an average cost of $518.95 per share, with a total value of $415,160.00. Following the completion of the acquisition, the chief executive officer owned 1,493,847 shares in the company, valued at approximately $775,231,900.65. This trade represents a 0.05% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.76% of the company’s stock.
Key Stories Impacting MSCI
Here are the key news stories impacting MSCI this week:
- Positive Sentiment: Raymond James named MSCI a “Top Sector Pick,” citing strong sales momentum — this is a direct vote of confidence from a sell?side firm and can support buy-side interest. Raymond James Names MSCI Inc.
- Positive Sentiment: MSCI expanded distribution of its ADR/index products via a Syntax Data partnership, broadening index licensing and platform reach — small positive for recurring index licensing revenues and product adoption. Syntax Data Collaborates with MSCI
- Positive Sentiment: Brokerage coverage remains constructive: MSCI was given an average “Moderate Buy” recommendation across brokerages, which can underpin investor demand. MSCI Given Average Recommendation
- Neutral Sentiment: MSCI announced it will reclassify the MSCI Greece Indexes from Emerging to Developed Market status (effective May 2027) — a core index governance action that underscores MSCI’s role as index arbiter but has an ambiguous near-term revenue impact. MSCI to Reclassify the MSCI Greece Indexes
- Neutral Sentiment: Coverage of Greece rejoining developed?market benchmarks (Reuters/Business Standard) highlights market implications for Greek stocks; for MSCI this is validation of index methodology but not a clear revenue driver yet. Greece set to rejoin MSCI developed markets
- Negative Sentiment: Wells Fargo cut its price target on MSCI from $618 to $545 and set an “equal weight” rating — this lowers upside expectations and likely contributes to downward pressure on the stock. Wells Fargo Lowers Price Target
- Negative Sentiment: MSCI announced an upcoming change in chief accounting leadership (resignation of a senior accounting executive) — leadership turnover in accounting can raise near?term governance/transition concerns for investors. Change in Chief Accounting Leadership
- Negative Sentiment: Broader market weakness (Asian stocks and MSCI Asia Pacific slipping amid geopolitical tensions) can drag MSCI’s shares, since index?related demand and sentiment are cyclical. Asian Stocks Today
MSCI Stock Down 0.2%
Shares of NYSE MSCI opened at $537.78 on Thursday. The company has a market cap of $39.51 billion, a P/E ratio of 34.28, a P/E/G ratio of 2.20 and a beta of 1.29. MSCI Inc has a 52 week low of $486.73 and a 52 week high of $626.28. The business has a 50-day simple moving average of $556.85 and a two-hundred day simple moving average of $562.67.
MSCI (NYSE:MSCI – Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.66 earnings per share for the quarter, beating the consensus estimate of $4.62 by $0.04. MSCI had a negative return on equity of 82.59% and a net margin of 38.36%.The firm had revenue of $822.53 million for the quarter, compared to analysts’ expectations of $819.51 million. During the same period in the prior year, the business posted $4.18 earnings per share. The company’s revenue was up 10.6% on a year-over-year basis. Equities research analysts anticipate that MSCI Inc will post 16.86 EPS for the current year.
MSCI Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a dividend of $2.05 per share. This is a boost from MSCI’s previous quarterly dividend of $1.80. The ex-dividend date of this dividend was Friday, February 13th. This represents a $8.20 dividend on an annualized basis and a yield of 1.5%. MSCI’s payout ratio is currently 52.26%.
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.
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