Capital World Investors Purchases 1,222 Shares of MSCI Inc $MSCI

Capital World Investors boosted its position in shares of MSCI Inc (NYSE:MSCI) by 1.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 90,953 shares of the technology company’s stock after buying an additional 1,222 shares during the period. Capital World Investors’ holdings in MSCI were worth $52,182,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Mowery & Schoenfeld Wealth Management LLC boosted its stake in MSCI by 341.7% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 53 shares of the technology company’s stock valued at $30,000 after buying an additional 41 shares during the last quarter. Harvest Fund Management Co. Ltd bought a new position in MSCI during the fourth quarter valued at approximately $30,000. Eagle Bay Advisors LLC bought a new position in MSCI during the fourth quarter valued at approximately $34,000. Elyxium Wealth LLC bought a new position in MSCI during the fourth quarter valued at approximately $34,000. Finally, Strategic Wealth Investment Group LLC bought a new position in MSCI during the second quarter valued at approximately $36,000. 89.97% of the stock is owned by institutional investors.

MSCI Price Performance

Shares of MSCI stock opened at $607.02 on Wednesday. MSCI Inc has a 1 year low of $501.08 and a 1 year high of $644.68. The stock’s 50 day simple moving average is $581.05 and its two-hundred day simple moving average is $569.59. The company has a market cap of $44.19 billion, a PE ratio of 34.67, a price-to-earnings-growth ratio of 2.27 and a beta of 1.24.

MSCI (NYSE:MSCI) last issued its quarterly earnings data on Tuesday, April 21st. The technology company reported $4.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.38 by $0.17. MSCI had a negative return on equity of 65.48% and a net margin of 40.74%.The business had revenue of $850.80 million for the quarter, compared to the consensus estimate of $830.91 million. During the same period in the prior year, the business posted $4.00 earnings per share. The company’s quarterly revenue was up 14.1% compared to the same quarter last year. Equities research analysts expect that MSCI Inc will post 19.62 EPS for the current year.

MSCI Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were given 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 yield of 1.4%. MSCI’s dividend payout ratio is 46.83%.

Trending Headlines about MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI confirmed early index-inclusion rules for large IPOs ahead of SpaceX’s planned listing, which could increase the odds that a high-profile company like SpaceX is added to MSCI benchmarks and drive more assets into MSCI-linked products. Article: MSCI confirms early index inclusion rules ahead of SpaceX IPO
• Positive Sentiment: Reports said SpaceX is set for early entry into MSCI indexes after its IPO, reinforcing the possibility of significant passive-fund inflows tied to MSCI’s benchmark methodology. Article: SpaceX set for early entry into MSCI indexes after IPO
• Neutral Sentiment: Coverage noted that no Indian stock is in the top 10 of the MSCI Emerging Markets Index for the first time in 26 years, reflecting a broader shift toward AI and chip stocks rather than a direct change to MSCI’s own earnings outlook. Article: BT explainer: Why no Indian stock in top 10 MSCI EM index
• Neutral Sentiment: Another article said India has fallen out of the MSCI EM top 10 as AI stocks and chipmakers from Taiwan and South Korea dominate, underscoring changing index composition but not a clear fundamental catalyst for MSCI shares. Article: Explained: How AI mania has thrown India Inc out of MSCI EM’s top 10
• Neutral Sentiment: A market commentary asked whether MSCI stock is underperforming the S&P 500, but also said analysts remain bullish, suggesting sentiment is mixed rather than negative. Article: Is MSCI Stock Underperforming the S&P 500?

Insider Buying and Selling

In other news, insider Alvise J. Munari sold 10,000 shares of the stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $592.04, for a total value of $5,920,400.00. Following the sale, the insider directly owned 23,548 shares in the company, valued at approximately $13,941,357.92. This represents a 29.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Andrew C. Wiechmann sold 450 shares of the stock in a transaction that occurred 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 completion of the sale, the chief financial officer owned 22,544 shares in the company, valued at approximately $12,624,640. The trade was a 1.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.76% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Wells Fargo & Company raised MSCI from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $650.00 to $700.00 in a research note on Wednesday, May 27th. UBS Group increased their price target on MSCI from $710.00 to $720.00 and gave the company a “buy” rating in a research note on Wednesday, April 22nd. Royal Bank Of Canada restated an “outperform” rating and set a $655.00 price objective on shares of MSCI in a research report on Wednesday, April 22nd. Bank of America began coverage on MSCI in a research report on Tuesday, February 17th. They set a “buy” rating and a $700.00 price objective on the stock. Finally, Morgan Stanley upped their price objective on MSCI from $719.00 to $727.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating and ten have assigned a Buy rating to the company. According to data from MarketBeat.com, MSCI presently has an average rating of “Buy” and a consensus price target of $697.70.

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.