JPMorgan Chase & Co. Increases Stock Position in MSCI Inc $MSCI

JPMorgan Chase & Co. raised its holdings in shares of MSCI Inc (NYSE:MSCI) by 36.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,069,180 shares of the technology company’s stock after buying an additional 282,859 shares during the period. JPMorgan Chase & Co.’s holdings in MSCI were worth $606,674,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Pinnacle Bancorp Inc. bought a new position in MSCI during the third quarter valued at approximately $27,000. Root Financial Partners LLC purchased a new stake in shares of MSCI in the third quarter worth approximately $28,000. Strategic Wealth Investment Group LLC bought a new stake in shares of MSCI during the second quarter worth $36,000. Westside Investment Management Inc. grew its position in shares of MSCI by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 68 shares of the technology company’s stock worth $38,000 after buying an additional 34 shares in the last quarter. Finally, Eastern Bank bought a new position in shares of MSCI during the third quarter valued at approximately $50,000. 89.97% of the stock is owned by institutional investors.

More MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI CEO Henry Fernandez bought additional company stock (6,000 shares on Feb. 13 at ~$524.18 and a further 800 shares on Feb. 17 at ~$518.95), signaling insider confidence and providing a near-term demand cue. Read More.
• Positive Sentiment: Bank of America initiated coverage with a Buy and a $700 price target, which suggests materially higher upside from recent levels and can attract institutional flows and positive re-rating pressure. (coverage noted 2/17/2026)
• Positive Sentiment: MSCI raised its quarterly dividend to $2.05 and retains a $3.0 billion share repurchase authorization (≈7.1% of shares), both of which support shareholder returns and can underpin the stock’s valuation. Read More.
• Neutral Sentiment: Several fund commentaries reference MSCI benchmarks and international exposures; these are informative for context but are unlikely to be discrete catalysts. Read More.
• Neutral Sentiment: Additional portfolio commentaries mention benchmark performance (Nomura, ClearBridge); useful for macro context but not direct company news. Read More. Read More.
• Negative Sentiment: Technical and short-term headwinds: MSCI is trading below its 50- and 200-day moving averages, which can trigger selling from technical traders and algos despite positive fundamentals. Read More.

Insider Activity

In other news, CEO Henry A. Fernandez purchased 800 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were purchased at an average price of $518.95 per share, for a total transaction of $415,160.00. Following the purchase, the chief executive officer directly owned 1,493,847 shares of the company’s stock, valued at $775,231,900.65. This represents a 0.05% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Andrew C. Wiechmann sold 450 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $550.00, for a total value of $247,500.00. Following the completion of the sale, the chief financial officer owned 21,639 shares of the company’s stock, valued at approximately $11,901,450. This represents a 2.04% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders bought 19,300 shares of company stock valued at $10,261,957. Insiders own 3.31% of the company’s stock.

MSCI Trading Up 4.6%

MSCI stock opened at $545.23 on Thursday. The stock has a market cap of $40.06 billion, a P/E ratio of 34.75, a PEG ratio of 2.19 and a beta of 1.29. MSCI Inc has a twelve month low of $486.73 and a twelve month high of $626.28. The company’s 50 day moving average is $572.83 and its two-hundred day moving average is $565.35.

MSCI (NYSE:MSCI) last issued its earnings results on Wednesday, January 28th. The technology company reported $4.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.62 by $0.04. MSCI had a net margin of 38.36% and a negative return on equity of 82.59%. The business had revenue of $822.53 million during the quarter, compared to analysts’ expectations of $819.51 million. During the same quarter in the prior year, the business posted $4.18 EPS. The company’s revenue for the quarter was up 10.6% on a year-over-year basis. On average, equities research analysts predict that MSCI Inc will post 16.86 earnings per share for the current year.

MSCI declared that its board has approved a share repurchase plan on Tuesday, October 28th that allows the company to repurchase $3.00 billion in outstanding shares. This repurchase authorization allows the technology company to repurchase up to 7.1% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board believes its stock is undervalued.

MSCI Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be given a dividend of $2.05 per share. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.5%. This is an increase from MSCI’s previous quarterly dividend of $1.80. The ex-dividend date is Friday, February 13th. MSCI’s payout ratio is presently 52.26%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Royal Bank Of Canada restated an “outperform” rating and set a $655.00 target price on shares of MSCI in a research note on Thursday, January 29th. Raymond James Financial reissued an “outperform” rating and issued a $690.00 price target on shares of MSCI in a research note on Monday, January 12th. Barclays restated an “overweight” rating on shares of MSCI in a report on Thursday, January 29th. JPMorgan Chase & Co. increased their price objective on shares of MSCI from $655.00 to $680.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $715.00 price target on shares of MSCI in a research note on Thursday, January 29th. Eight equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $671.78.

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.