Zurcher Kantonalbank Zurich Cantonalbank Has $28.54 Million Stake in MSCI Inc $MSCI

Zurcher Kantonalbank Zurich Cantonalbank increased its stake in shares of MSCI Inc (NYSE:MSCI) by 19.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 49,752 shares of the technology company’s stock after acquiring an additional 8,141 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in MSCI were worth $28,544,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MSCI. Principal Financial Group Inc. increased its stake in MSCI by 6.6% in the 3rd quarter. Principal Financial Group Inc. now owns 1,777,749 shares of the technology company’s stock valued at $1,008,745,000 after buying an additional 109,287 shares during the last quarter. Dash Acquisitions Inc. increased its stake in MSCI by 103.6% in the 3rd quarter. Dash Acquisitions Inc. now owns 14,958 shares of the technology company’s stock valued at $8,490,000 after buying an additional 7,613 shares during the last quarter. Katamaran Capital LLP increased 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 buying an additional 1,788 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased 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 buying an additional 3,346 shares during the last quarter. Finally, Canoe Financial LP increased its stake in MSCI by 12.6% in the 3rd quarter. Canoe Financial LP now owns 209,831 shares of the technology company’s stock valued at $119,060,000 after buying an additional 23,500 shares during the last quarter. 89.97% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on MSCI shares. Royal Bank Of Canada reiterated an “outperform” rating and issued a $655.00 price target on shares of MSCI in a research note on Thursday, January 29th. Raymond James Financial reiterated a “strong-buy” rating and set a $730.00 price objective on shares of MSCI in a research note on Tuesday. Weiss Ratings downgraded MSCI from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, March 13th. Evercore raised their target price on shares of MSCI from $655.00 to $690.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Barclays restated an “overweight” rating on shares of MSCI in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $668.11.

MSCI Stock Performance

Shares of NYSE:MSCI opened at $597.03 on Wednesday. MSCI Inc has a 52-week low of $501.08 and a 52-week high of $626.28. The company has a market capitalization of $43.86 billion, a P/E ratio of 38.05, a price-to-earnings-growth ratio of 2.28 and a beta of 1.30. The company has a 50-day simple moving average of $549.15 and a 200 day simple moving average of $561.64.

MSCI (NYSE:MSCI) last issued its earnings results on Tuesday, April 21st. The technology company reported $4.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.38 by $0.17. MSCI had a net margin of 38.36% and a negative return on equity of 82.59%. The business had revenue of $850.80 million during the quarter, compared to the consensus estimate of $830.91 million. During the same period last year, the business posted $4.00 EPS. MSCI’s revenue was up 14.1% on a year-over-year basis. As a group, equities analysts forecast that MSCI Inc will post 19.39 earnings per share for the current year.

MSCI Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be given a $2.05 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. MSCI’s dividend payout ratio is presently 52.26%.

Insider Transactions at MSCI

In related news, CEO Henry A. Fernandez bought 800 shares of MSCI stock in a transaction that occurred on Tuesday, February 17th. The stock was acquired at an average price of $518.95 per share, with a total value of $415,160.00. Following the acquisition, the chief executive officer owned 1,493,847 shares of the company’s stock, valued at approximately $775,231,900.65. This represents a 0.05% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Andrew C. Wiechmann sold 450 shares of the company’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $560.00, for a total transaction of $252,000.00. Following the completion of the transaction, the chief financial officer owned 22,544 shares in the company, valued at approximately $12,624,640. This trade represents a 1.96% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 3.76% of the company’s stock.

MSCI News Roundup

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Q1 results beat and margin expansion — MSCI reported adjusted EPS of $4.55 and revenue of $850.8M (y/y +14%), with operating and adjusted EBITDA margins improving; the results and commentary on recurring fees/index momentum are the core driver of the rally. Business Wire: Q1 Results
• Positive Sentiment: Shareholder returns reinforced — company declared a $2.05 quarterly dividend (record May 15, pay May 29) and continues repurchases, which supports near?term demand for the stock and signals management confidence. Quiver Quant: Capital Returns & Analysis
• Positive Sentiment: Bullish commentary on growth/retention — recent analyst and equity?research pieces highlight record sales, high client retention and the “compounder” profile, which supports a longer?term growth thesis for investors focused on recurring revenue. Seeking Alpha: Record Sales / Buy Thesis
• Neutral Sentiment: External review keeps risk profile largely unchanged but adds a Regulation risk line — an external review referenced the 2025 10?K and left the overall risk profile intact while adding a regulatory disclosure; this is disclosure?heavy but not an immediate operational change. TipRanks: External Review / Risk Disclosure
• Neutral Sentiment: Analyst targets and insider activity mixed — recent analyst price targets skew above today’s levels (median ~$685) and insider buying has been notable, supporting sentiment, but institutional portfolio moves have been varied; useful context but not an immediate catalyst. Quiver Quant: Analyst Targets & Insider Activity
• Negative Sentiment: Indonesia review extended and curbs maintained — MSCI has delayed or extended its review of Indonesian market reforms and is keeping index treatment/curbs in place, which can delay index inclusions and related passive inflows for affected names and creates some regional index uncertainty. Reuters: Indonesia Review Extended

MSCI 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.