MSCI Inc $MSCI Shares Sold by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd decreased its holdings in shares of MSCI Inc (NYSE:MSCI) by 8.4% during the 3rd quarter, Holdings Channel.com reports. The firm owned 35,735 shares of the technology company’s stock after selling 3,256 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in MSCI were worth $19,249,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Burkett Financial Services LLC increased its stake in MSCI by 200.0% in the third quarter. Burkett Financial Services LLC now owns 48 shares of the technology company’s stock valued at $26,000 after purchasing an additional 32 shares during the last quarter. Ancora Advisors LLC purchased a new position in MSCI during the second quarter worth about $27,000. Compound Global Advisors LLC acquired a new stake in MSCI in the 2nd quarter worth about $34,000. SHP Wealth Management acquired a new stake in MSCI in the 4th quarter worth about $36,000. Finally, Whipplewood Advisors LLC acquired a new stake in MSCI in the 1st quarter worth about $39,000. Hedge funds and other institutional investors own 89.97% of the company’s stock.

Key Stories Impacting MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Quarterly results exceeded expectations. MSCI reported revenue of $892 million, up 12.4% year over year and ahead of the approximately $888 million consensus estimate. Adjusted EPS of $5.11 also topped analyst expectations, compared with $4.47 a year earlier. MSCI Reports Financial Results for Third Quarter and Nine Months 2026
• Positive Sentiment: Index and asset-based fee growth was particularly strong. Index revenue rose 18.1%, supported by a 24.9% increase in asset-based fees. Record ETF assets of $2.90 trillion and strong recurring sales commentary reinforced expectations for continued demand for MSCI’s benchmarks and investment data. MSCI Jumps After Q3 Revenue Beat Led by Its Index Business
• Positive Sentiment: Capital returns remained supportive. The board declared a quarterly dividend of $2.05 per share, equal to $8.20 annually and an indicated yield of about 1.4%. MSCI also repurchased hundreds of millions of dollars of stock during the quarter and through October 19. MSCI stock and dividend details
• Neutral Sentiment: Free cash flow declined, although management affirmed its free-cash-flow guidance. Investors will likely monitor whether the stronger earnings and asset-based fee trends translate into sustained cash generation. MSCI Q3 Earnings Surpass Estimates
• Negative Sentiment: MSCI’s warning regarding Indonesia’s market classification has contributed to turmoil in Indonesian equities and could create reputational or political scrutiny for the index provider. However, the developments are not a direct change to MSCI’s financial guidance and were outweighed by the earnings beat in the day’s trading. MSCI’s case against Indonesian stocks

MSCI Stock Performance

MSCI opened at $593.09 on Wednesday. The firm has a 50 day moving average price of $559.56 and a 200 day moving average price of $576.20. The company has a market cap of $43.12 billion, a PE ratio of 30.26, a price-to-earnings-growth ratio of 2.14 and a beta of 1.24. MSCI Inc has a 1 year low of $501.08 and a 1 year high of $644.77.

MSCI (NYSE:MSCI) last announced its quarterly earnings results on Tuesday, October 20th. The technology company reported $5.11 earnings per share for the quarter, beating analysts’ consensus estimates of $5.03 by $0.08. The firm had revenue of $892.00 million for the quarter, compared to analysts’ expectations of $887.83 million. MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. MSCI’s revenue was up 12.4% compared to the same quarter last year. During the same period in the previous year, the company posted $4.47 earnings per share. On average, sell-side analysts predict that MSCI Inc will post 19.55 earnings per share for the current year.

MSCI Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 27th. Stockholders of record on Friday, November 13th will be given a $2.05 dividend. The ex-dividend date of this dividend is Friday, November 13th. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. MSCI’s dividend payout ratio is presently 44.86%.

Insider Activity

In other news, CFO Andrew Wiechmann sold 450 shares of the firm’s stock in a transaction on Monday, October 12th. The shares were sold at an average price of $570.00, for a total value of $256,500.00. Following the transaction, the chief financial officer owned 21,644 shares of the company’s stock, valued at approximately $12,337,080. This trade represents a 2.04% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.76% of the stock is owned by insiders.

Analyst Ratings Changes

Several analysts have commented on MSCI shares. JPMorgan Chase & Co. lowered their price target on MSCI from $700.00 to $685.00 and set an “overweight” rating for the company in a report on Wednesday, October 14th. Barclays increased their price objective on shares of MSCI from $700.00 to $735.00 and gave the stock an “overweight” rating in a report on Friday, July 10th. Jefferies Financial Group reiterated a “buy” rating on shares of MSCI in a report on Wednesday. Evercore set a $722.00 target price on shares of MSCI in a research report on Wednesday, July 22nd. Finally, Raymond James Financial restated a “strong-buy” rating and issued a $680.00 target price on shares of MSCI in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating and twelve have assigned a Buy rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $692.71.

MSCI Company Profile

MSCI Inc (NYSE:MSCI) is a global provider of investment decision-support tools and services for institutional investors, asset managers, banks and other financial institutions. The company is best known for developing equity, fixed-income and multi-asset indexes used to benchmark portfolios and support the creation of investment products such as exchange-traded funds.

In addition to its indexes, MSCI provides portfolio analytics, risk-management and performance-attribution tools, as well as research and data covering environmental, social and governance factors, climate risk and sustainable investing.