Machina Capital S.A.S. Acquires New Shares in MSCI Inc $MSCI

Machina Capital S.A.S. acquired a new position in MSCI Inc (NYSE:MSCI) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,416 shares of the technology company’s stock, valued at approximately $1,301,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in MSCI. Burkett Financial Services LLC increased its holdings in shares of MSCI by 200.0% during the 3rd 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 in the last quarter. Latitude Advisors LLC acquired a new position in shares of MSCI in the 3rd quarter valued at $26,000. Ancora Advisors LLC acquired a new position in shares of MSCI in the 2nd quarter valued at $27,000. Compound Global Advisors LLC acquired a new position in shares of MSCI in the 2nd quarter valued at $34,000. Finally, Washington Trust Advisors Inc. purchased a new stake in MSCI during the second quarter worth $41,000. Institutional investors and hedge funds own 89.97% of the company’s stock.

Insider Activity at MSCI

In other MSCI news, General Counsel Robert Gutowski sold 2,381 shares of the business’s stock in a transaction that occurred on Thursday, October 22nd. The stock was sold at an average price of $623.66, for a total transaction of $1,484,934.46. Following the completion of the sale, the general counsel directly owned 14,104 shares in the company, valued at approximately $8,796,100.64. The trade was a 14.44% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Andrew Wiechmann sold 450 shares of the firm’s stock in a transaction dated Monday, October 12th. The stock was sold at an average price of $570.00, for a total transaction of $256,500.00. Following the completion of the transaction, the chief financial officer directly owned 21,644 shares in the company, valued at approximately $12,337,080. This represents a 2.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.76% of the stock is currently owned by insiders.

Analysts Set New Price Targets

MSCI has been the topic of several analyst reports. Deutsche Bank dropped their price target on shares of MSCI from $729.00 to $684.00 in a research report on Friday, October 9th. Morgan Stanley lifted their price objective on shares of MSCI from $662.00 to $671.00 and gave the company an “overweight” rating in a report on Wednesday, October 21st. Jefferies Financial Group reiterated a “buy” rating and issued a $680.00 price objective on shares of MSCI in a research report on Wednesday, October 21st. Weiss Ratings reissued a “buy (b-)” rating on shares of MSCI in a research note on Wednesday, October 28th. Finally, Evercore set a $722.00 price target on MSCI and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $683.69.

MSCI Stock Down 1.4%

MSCI opened at $652.13 on Friday. The company has a market cap of $46.63 billion, a price-to-earnings ratio of 34.35, a PEG ratio of 2.62 and a beta of 1.20. MSCI Inc has a 52-week low of $501.08 and a 52-week high of $681.04. The firm’s fifty day simple moving average is $582.53 and its two-hundred day simple moving average is $576.24.

MSCI (NYSE:MSCI) last released its earnings results on Tuesday, October 20th. The technology company reported $5.11 EPS for the quarter, topping analysts’ consensus estimates of $5.03 by $0.08. MSCI had a net margin of 40.31% and a negative return on equity of 50.69%. The business had revenue of $892.00 million during the quarter, compared to analysts’ expectations of $887.83 million. During the same quarter in the previous year, the company earned $4.47 earnings per share. The company’s quarterly revenue was up 12.4% on a year-over-year basis. On average, research analysts forecast that MSCI Inc will post 19.59 EPS for the current year.

MSCI Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Friday, November 13th will be issued a $2.05 dividend. This represents a $8.20 annualized dividend and a yield of 1.3%. The ex-dividend date is Friday, November 13th. MSCI’s payout ratio is presently 43.41%.

MSCI News Summary

Investors following MSCI have been watching these news items:

• Neutral Sentiment: MSCI announced its November equity-index review, effective after the close on November 30. The review adds 13 securities to and removes 100 from the MSCI ACWI Index, with two additions to the MSCI World Index. Index reviews are part of MSCI’s regular business, and the announcement did not disclose a change to its financial outlook. MSCI Equity Indexes November 2026 Index Review
• Neutral Sentiment: MSCI will remove Strategy, the large corporate Bitcoin holder, from its global indexes. Coverage estimates the change could prompt billions of dollars in passive-fund selling of Strategy shares; this potential trading impact is on the index constituent, not a reported direct loss for MSCI. MSCI to drop Strategy from global indexes
• Neutral Sentiment: The India-focused review includes additions such as LIC, Adani Green, Coforge and Meesho, while PI Industries is among the names reported as excluded. These changes may affect trading in the companies involved, but the articles do not point to a material near-term effect on MSCI’s results. MSCI November rejig

MSCI Company Profile

MSCI Inc. is a global provider of investment decision-support tools and services for asset managers, banks, insurers, pension funds and other financial institutions. Its offerings include indexes used to benchmark and develop investment products, as well as portfolio risk, performance and attribution analytics. The company also provides environmental, social and governance data and research, climate-related tools, and analytics covering private assets and real estate. These products help clients assess investments, manage portfolios and evaluate risks across public and private markets.