Rhumbline Advisers Sells 2,054 Shares of MSCI Inc $MSCI

Rhumbline Advisers cut its holdings in shares of MSCI Inc (NYSE:MSCI) by 1.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 150,093 shares of the technology company’s stock after selling 2,054 shares during the quarter. Rhumbline Advisers owned approximately 0.20% of MSCI worth $85,164,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. Intact Investment Management Inc. raised its holdings in MSCI by 16.0% during the second quarter. Intact Investment Management Inc. now owns 138 shares of the technology company’s stock worth $80,000 after acquiring an additional 19 shares in the last quarter. Empirical Finance LLC grew its stake in MSCI by 0.7% in the second quarter. Empirical Finance LLC now owns 2,772 shares of the technology company’s stock valued at $1,599,000 after purchasing an additional 20 shares in the last quarter. Harbour Investments Inc. grew its stake in MSCI by 8.5% in the second quarter. Harbour Investments Inc. now owns 268 shares of the technology company’s stock valued at $155,000 after purchasing an additional 21 shares in the last quarter. Independent Advisor Alliance increased its position in shares of MSCI by 4.3% during the 3rd quarter. Independent Advisor Alliance now owns 509 shares of the technology company’s stock worth $289,000 after purchasing an additional 21 shares during the last quarter. Finally, Trivant Custom Portfolio Group LLC raised its stake in shares of MSCI by 0.6% during the 3rd quarter. Trivant Custom Portfolio Group LLC now owns 3,300 shares of the technology company’s stock worth $1,872,000 after purchasing an additional 21 shares in the last quarter. 89.97% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Henry A. Fernandez acquired 2,290 shares of the stock in a transaction on Friday, December 5th. The shares were purchased at an average price of $536.17 per share, for a total transaction of $1,227,829.30. Following the transaction, the chief executive officer directly owned 335,069 shares of the company’s stock, valued at approximately $179,653,945.73. This represents a 0.69% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Robert J. Gutowski sold 624 shares of MSCI stock in a transaction on Monday, November 24th. The stock was sold at an average price of $558.42, for a total value of $348,454.08. Following the sale, the general counsel directly owned 15,945 shares of the company’s stock, valued at $8,904,006.90. This represents a 3.77% decrease in their position. The SEC filing for this sale provides additional information. 3.31% of the stock is currently owned by insiders.

MSCI Price Performance

Shares of MSCI opened at $522.12 on Friday. The company’s 50-day moving average is $573.41 and its 200-day moving average is $566.07. The firm has a market capitalization of $38.36 billion, a PE ratio of 33.28, a PEG ratio of 2.15 and a beta of 1.29. MSCI Inc has a fifty-two week low of $486.73 and a fifty-two week high of $626.28.

MSCI (NYSE:MSCI) last announced its earnings results on Wednesday, January 28th. The technology company reported $4.66 EPS for the quarter, topping the consensus estimate of $4.62 by $0.04. The business had revenue of $822.53 million during the quarter, compared to the consensus estimate of $819.51 million. MSCI had a net margin of 38.36% and a negative return on equity of 82.59%. MSCI’s revenue was up 10.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.18 EPS. Analysts predict that MSCI Inc will post 16.86 earnings per share for the current fiscal year.

MSCI announced that its Board of Directors has authorized a stock repurchase program on Tuesday, October 28th that allows the company to repurchase $3.00 billion in shares. This repurchase authorization allows the technology company to buy up to 7.1% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s leadership believes its shares are 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 paid a dividend of $2.05 per share. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.6%. This is an increase from MSCI’s previous quarterly dividend of $1.80. The ex-dividend date is Friday, February 13th. MSCI’s dividend payout ratio is 45.89%.

MSCI News Summary

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI’s February Quarterly Index Review added three stocks to the MSCI World Index — a mechanical trigger that forces index‑tracking funds to buy the new constituents ahead of the Feb. 27 implementation date, creating predictable demand and higher trading volumes. Three Stocks Graduated to the MSCI World Index
• Positive Sentiment: MSCI’s latest revamp notably tilted toward Chinese tech — China received the most index additions in nearly three years — reinforcing MSCI’s influence on Asia allocations and potentially boosting demand for MSCI’s China benchmarks and associated data services. China Stocks Climb as MSCI Boosts Exposure
• Positive Sentiment: MSCI added Aditya Birla Capital and L&T Finance to its Global Standard Index — changes that analysts estimate will generate meaningful passive inflows (nearly $495M cited), illustrating how MSCI reviews can move real money into newly included stocks. Birla Capital, L&T Finance enter MSCI Index
• Neutral Sentiment: Pony.ai’s inclusion in the MSCI China Index (effective Feb. 27) underscores MSCI’s market‑moving role — this is a positive for Pony.ai’s investor base but is a peripheral signal for MSCI’s own revenue trajectory. Pony.ai Joins MSCI China Index
• Neutral Sentiment: Institutional commentary (Baron Fund’s Q4 letter) shows MSCI was held steady in portfolios — a sign of continued institutional support but not a major portfolio shift. MSCI Held Steady Amid Challenges
• Negative Sentiment: Index rebalances also remove names (e.g., IRCTC excluded), producing forced selling and short‑term volatility for constituents — a reminder these reviews can create market noise that increases headline risk even if MSCI itself benefits structurally. MSCI Rejig: Additions and Exclusions

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Barclays reissued an “overweight” rating on shares of MSCI in a report on Thursday, January 29th. JPMorgan Chase & Co. increased their price target on shares of MSCI from $655.00 to $680.00 and gave the company an “overweight” rating in a research note on Wednesday, October 29th. Weiss Ratings lowered shares of MSCI from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. Evercore upped their target price on shares of MSCI from $655.00 to $690.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $655.00 price target on shares of MSCI in a report on Thursday, January 29th. Seven investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $659.00.

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.