Nisa Investment Advisors LLC raised its holdings in shares of MSCI Inc (NYSE:MSCI – Free Report) by 11.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,254 shares of the technology company’s stock after purchasing an additional 2,544 shares during the quarter. Nisa Investment Advisors LLC’s holdings in MSCI were worth $13,915,000 as of its most recent SEC filing.
Several other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its holdings in shares of MSCI by 1.7% during the third quarter. Vanguard Group Inc. now owns 9,674,093 shares of the technology company’s stock valued at $5,489,177,000 after buying an additional 165,851 shares during the last quarter. State Street Corp raised its holdings in shares of MSCI by 1.2% in the 3rd quarter. State Street Corp now owns 3,320,761 shares of the technology company’s stock worth $1,884,233,000 after acquiring an additional 39,450 shares during the last quarter. Bamco Inc. NY lifted its position in MSCI by 10.3% in the 3rd quarter. Bamco Inc. NY now owns 2,394,117 shares of the technology company’s stock valued at $1,358,446,000 after acquiring an additional 223,784 shares in the last quarter. Principal Financial Group Inc. lifted its position 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 acquiring an additional 109,287 shares in the last quarter. Finally, JPMorgan Chase & Co. boosted its stake in MSCI by 36.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,069,180 shares of the technology company’s stock valued at $606,674,000 after purchasing an additional 282,859 shares during the last quarter. Institutional investors and hedge funds own 89.97% of the company’s stock.
Insider Buying and Selling at MSCI
In other MSCI news, CEO Henry A. Fernandez bought 6,000 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was purchased at an average cost of $524.18 per share, with a total value of $3,145,080.00. Following the transaction, the chief executive officer directly owned 1,493,047 shares in the company, valued at $782,625,376.46. This trade represents a 0.40% 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 MSCI stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $560.00, for a total value of $252,000.00. Following the sale, the chief financial officer owned 22,544 shares in the company, valued at $12,624,640. The trade was a 1.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.76% of the stock is currently owned by insiders.
Key Stories Impacting MSCI
- Positive Sentiment: Raymond James named MSCI a “Top Sector Pick,” citing strong sales momentum — this is a direct vote of confidence from a sell‑side firm and can support buy-side interest. Raymond James Names MSCI Inc.
- Positive Sentiment: MSCI expanded distribution of its ADR/index products via a Syntax Data partnership, broadening index licensing and platform reach — small positive for recurring index licensing revenues and product adoption. Syntax Data Collaborates with MSCI
- Positive Sentiment: Brokerage coverage remains constructive: MSCI was given an average “Moderate Buy” recommendation across brokerages, which can underpin investor demand. MSCI Given Average Recommendation
- Neutral Sentiment: MSCI announced it will reclassify the MSCI Greece Indexes from Emerging to Developed Market status (effective May 2027) — a core index governance action that underscores MSCI’s role as index arbiter but has an ambiguous near-term revenue impact. MSCI to Reclassify the MSCI Greece Indexes
- Neutral Sentiment: Coverage of Greece rejoining developed‑market benchmarks (Reuters/Business Standard) highlights market implications for Greek stocks; for MSCI this is validation of index methodology but not a clear revenue driver yet. Greece set to rejoin MSCI developed markets
- Negative Sentiment: Wells Fargo cut its price target on MSCI from $618 to $545 and set an “equal weight” rating — this lowers upside expectations and likely contributes to downward pressure on the stock. Wells Fargo Lowers Price Target
- Negative Sentiment: MSCI announced an upcoming change in chief accounting leadership (resignation of a senior accounting executive) — leadership turnover in accounting can raise near‑term governance/transition concerns for investors. Change in Chief Accounting Leadership
- Negative Sentiment: Broader market weakness (Asian stocks and MSCI Asia Pacific slipping amid geopolitical tensions) can drag MSCI’s shares, since index‑related demand and sentiment are cyclical. Asian Stocks Today
MSCI Stock Performance
NYSE:MSCI opened at $537.78 on Thursday. MSCI Inc has a 52 week low of $486.73 and a 52 week high of $626.28. The firm has a 50-day moving average price of $556.85 and a two-hundred day moving average price of $562.67. The firm has a market cap of $39.51 billion, a price-to-earnings ratio of 34.28, a price-to-earnings-growth ratio of 2.20 and a beta of 1.29.
MSCI (NYSE:MSCI – Get Free Report) last announced its earnings results on Wednesday, January 28th. The technology company reported $4.66 earnings per share for the quarter, topping analysts’ consensus estimates of $4.62 by $0.04. The firm had revenue of $822.53 million for the quarter, compared to the consensus estimate of $819.51 million. MSCI had a negative return on equity of 82.59% and a net margin of 38.36%.The company’s revenue was up 10.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.18 EPS. As a group, sell-side analysts forecast that MSCI Inc will post 16.86 earnings per share for the current year.
MSCI Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were given a $2.05 dividend. This is an increase from MSCI’s previous quarterly dividend of $1.80. This represents a $8.20 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Friday, February 13th. MSCI’s payout ratio is presently 52.26%.
Analysts Set New Price Targets
A number of analysts have commented on MSCI shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $715.00 price objective on shares of MSCI in a report on Thursday, January 29th. Evercore lifted their target price on MSCI from $655.00 to $690.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Raymond James Financial upgraded MSCI from an “outperform” rating to a “strong-buy” rating and set a $710.00 price target for the company in a report on Tuesday, March 17th. Bank of America started coverage on MSCI in a research report on Tuesday, February 17th. They issued a “buy” rating and a $700.00 price target for the company. Finally, Barclays restated an “overweight” rating on shares of MSCI in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $665.89.
View Our Latest Report on MSCI
About MSCI
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.
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