Copeland Capital Management LLC Sells 1,052 Shares of MSCI Inc $MSCI

Copeland Capital Management LLC reduced its holdings in shares of MSCI Inc (NYSE:MSCI) by 4.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 23,741 shares of the technology company’s stock after selling 1,052 shares during the period. Copeland Capital Management LLC’s holdings in MSCI were worth $13,621,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Empowered Funds LLC increased its stake in shares of MSCI by 7.6% in the 1st quarter. Empowered Funds LLC now owns 2,003 shares of the technology company’s stock worth $1,133,000 after purchasing an additional 142 shares in the last quarter. Woodline Partners LP lifted its position in MSCI by 39.0% during the first quarter. Woodline Partners LP now owns 6,585 shares of the technology company’s stock valued at $3,724,000 after purchasing an additional 1,846 shares in the last quarter. Sivia Capital Partners LLC lifted its position in MSCI by 20.9% during the second quarter. Sivia Capital Partners LLC now owns 1,052 shares of the technology company’s stock valued at $607,000 after purchasing an additional 182 shares in the last quarter. Treasurer of the State of North Carolina grew its holdings in MSCI by 1.0% during the second quarter. Treasurer of the State of North Carolina now owns 35,130 shares of the technology company’s stock valued at $20,261,000 after purchasing an additional 344 shares during the period. Finally, Osterweis Capital Management Inc. bought a new stake in MSCI during the second quarter valued at about $88,000. 89.97% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on MSCI shares. Weiss Ratings raised MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. UBS Group boosted their price objective on MSCI from $710.00 to $720.00 and gave the company a “buy” rating in a research note on Wednesday. Royal Bank Of Canada reissued an “outperform” rating and issued a $655.00 target price on shares of MSCI in a report on Wednesday. Bank of America began coverage on shares of MSCI in a research note on Tuesday, February 17th. They set a “buy” rating and a $700.00 target price on the stock. Finally, Evercore lifted their price target on shares of MSCI from $655.00 to $690.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $692.70.

Key Stories Impacting MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Q1 results beat and recurring revenue strength: MSCI reported Q1 EPS and revenue ahead of consensus, driven by recurring sales in Index and Analytics segments and ~14% top-line growth — a clear operational beat supporting longer-term organic growth. MSCI Q1 earnings top consensus, aided by recurring sales in index and analytics segments
• Positive Sentiment: Analyst upgrades and higher price targets: Multiple firms have raised targets (examples include UBS, Morgan Stanley, Wells Fargo and RBC), signaling renewed analyst confidence and implying meaningful upside from current levels. UBS raises price target
• Positive Sentiment: Dividend confirmed: MSCI announced a $2.05 quarterly dividend (ex-dividend May 15), maintaining shareholder returns and supporting income-oriented investor interest.
• Neutral Sentiment: Shareholder votes completed: At the April 21 annual meeting, shareholders backed the board, executive pay plan and auditor — removes governance uncertainty for the near term. MSCI Shareholders Back Board, Pay Plan and Auditor
• Neutral Sentiment: External review unchanged: An external review found MSCI’s risk profile unchanged from its 2025 10-K, suggesting no new material disclosures are required. MSCI External Review Finds Risk Profile Unchanged
• Negative Sentiment: Index treatment for Indonesia remains unsettled: MSCI has extended its final call on Indonesia equities (index suspension/extensions and regulatory response), which can delay index inflows for Indonesian securities and create short-term revenue uncertainty for index-related products. MSCI extends final call on RI equities to June review

MSCI Trading Down 1.7%

NYSE MSCI opened at $597.96 on Friday. The stock’s 50 day moving average is $552.57 and its 200 day moving average is $562.22. MSCI Inc has a 12 month low of $501.08 and a 12 month high of $626.28. The stock has a market cap of $43.53 billion, a PE ratio of 34.15, a P/E/G ratio of 2.43 and a beta of 1.30.

MSCI (NYSE:MSCI) last announced 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. The business had revenue of $850.80 million during the quarter, compared to analyst estimates of $830.91 million. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The company’s revenue was up 14.1% on a year-over-year basis. During the same period last year, the firm posted $4.00 EPS. On average, analysts forecast that MSCI Inc will post 19.44 EPS for the current fiscal year.

MSCI Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be paid a dividend of $2.05 per share. This represents a $8.20 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, May 15th. MSCI’s dividend payout ratio (DPR) is presently 46.83%.

Insiders Place Their Bets

In related news, CEO Henry A. Fernandez purchased 800 shares of MSCI stock in a transaction on Tuesday, February 17th. The shares were bought at an average cost of $518.95 per share, for a total transaction of $415,160.00. Following the acquisition, the chief executive officer owned 1,493,847 shares in the company, valued at approximately $775,231,900.65. The trade was a 0.05% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Andrew C. Wiechmann sold 450 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $560.00, for a total transaction 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 position. The SEC filing for this sale provides additional information. Insiders own 3.76% of the company’s stock.

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.