MSCI Inc $MSCI Shares Sold by Canoe Financial LP

Canoe Financial LP trimmed its holdings in MSCI Inc (NYSE:MSCI) by 7.6% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 184,751 shares of the technology company’s stock after selling 15,280 shares during the period. Canoe Financial LP’s holdings in MSCI were worth $99,583,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Janney Montgomery Scott LLC increased its position in MSCI by 3.9% in the 1st quarter. Janney Montgomery Scott LLC now owns 2,899 shares of the technology company’s stock valued at $1,563,000 after acquiring an additional 110 shares during the period. Adams Diversified Equity Fund Inc. purchased a new stake in MSCI during the 1st quarter valued at approximately $18,650,000. Goodman Advisory Group LLC acquired a new stake in MSCI during the 1st quarter worth approximately $5,311,000. Value Partners Investments Inc. lifted its position in MSCI by 8.9% during the 1st quarter. Value Partners Investments Inc. now owns 4,849 shares of the technology company’s stock worth $2,611,000 after acquiring an additional 397 shares during the period. Finally, Venturi Wealth Management LLC grew its stake in shares of MSCI by 17.6% in the 1st quarter. Venturi Wealth Management LLC now owns 441 shares of the technology company’s stock valued at $238,000 after purchasing an additional 66 shares during the last quarter. Institutional investors and hedge funds own 89.97% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on MSCI. Weiss Ratings cut MSCI from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 15th. Wells Fargo & Company raised MSCI from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $650.00 to $700.00 in a research note on Wednesday, May 27th. Morgan Stanley boosted their target price on MSCI from $719.00 to $727.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Royal Bank Of Canada restated an “outperform” rating and set a $655.00 target price on shares of MSCI in a research report on Wednesday, April 22nd. Finally, Rothschild & Co Redburn set a $690.00 price target on shares of MSCI in a report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating and ten have given a Buy rating to the stock. According to MarketBeat.com, MSCI currently has a consensus rating of “Buy” and an average target price of $697.00.

MSCI Stock Up 0.3%

MSCI opened at $556.63 on Monday. The firm has a market cap of $40.52 billion, a P/E ratio of 31.79, a PEG ratio of 2.09 and a beta of 1.24. The business’s fifty day simple moving average is $591.79 and its 200 day simple moving average is $572.62. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $644.68.

MSCI (NYSE:MSCI) last announced its earnings results on Tuesday, April 21st. The technology company reported $4.55 earnings per share for the quarter, beating the consensus estimate of $4.38 by $0.17. The firm had revenue of $850.80 million during the quarter, compared to the consensus estimate of $830.91 million. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The firm’s revenue for the quarter was up 14.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.00 EPS. As a group, equities analysts expect that MSCI Inc will post 19.62 EPS for the current fiscal year.

MSCI Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were issued a dividend of $2.05 per share. The ex-dividend date was Friday, May 15th. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.5%. MSCI’s payout ratio is 46.83%.

Insider Activity at MSCI

In other news, insider Alvise J. Munari sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $592.04, for a total value of $5,920,400.00. Following the completion of the transaction, the insider owned 23,548 shares of the company’s stock, valued at $13,941,357.92. The trade was a 29.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 3.76% of the stock is currently owned by company insiders.

Key MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI said it will acquire climate-risk data and analytics provider First Street for $120 million in cash, expanding its physical climate-risk capabilities and adding property-level and geospatial data tools that could strengthen its long-term product offering. MSCI to acquire climate risk data company First Street
• Neutral Sentiment: MSCI also drew attention for its role in ongoing index classification debates, with new coverage focused on South Korea’s market status and why MSCI still considers it an emerging market. These articles are more about MSCI’s benchmark methodology and may support the company’s visibility, but they are not a direct earnings driver. South Korea Has the World’s Hottest Stock Market: Why Does MSCI Still Call It ‘Emerging’?
• Negative Sentiment: Shares fell as investors weighed whether the First Street deal will deliver enough near-term return on investment, especially amid broader weakness in growth and market-data names. The move came despite MSCI’s recent quarter showing solid revenue and run-rate growth, suggesting the decline is more sentiment- and valuation-driven than tied to a fundamental miss. MSCI slides as investors weigh new acquisition against broader growth-stock pressure

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.