Bank Julius Baer & Co. Ltd Zurich Has $4.52 Million Stock Holdings in MSCI Inc $MSCI

Bank Julius Baer & Co. Ltd Zurich lessened its position in MSCI Inc (NYSE:MSCI) by 96.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,884 shares of the technology company’s stock after selling 209,788 shares during the period. Bank Julius Baer & Co. Ltd Zurich’s holdings in MSCI were worth $4,523,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in MSCI. Principal Financial Group Inc. raised its holdings in shares of MSCI by 6.6% in the third quarter. Principal Financial Group Inc. now owns 1,777,749 shares of the technology company’s stock valued at $1,008,745,000 after buying an additional 109,287 shares during the last quarter. Katamaran Capital LLP raised its holdings in shares of MSCI by 57.1% in the third quarter. Katamaran Capital LLP now owns 4,919 shares of the technology company’s stock valued at $2,791,000 after buying an additional 1,788 shares during the last quarter. Dash Acquisitions Inc. raised its holdings in shares of MSCI by 103.6% in the third quarter. Dash Acquisitions Inc. now owns 14,958 shares of the technology company’s stock valued at $8,490,000 after buying an additional 7,613 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of MSCI by 37.7% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 12,228 shares of the technology company’s stock valued at $6,938,000 after buying an additional 3,346 shares during the last quarter. Finally, Oppenheimer Asset Management Inc. raised its holdings in shares of MSCI by 10.5% in the third quarter. Oppenheimer Asset Management Inc. now owns 36,996 shares of the technology company’s stock valued at $20,992,000 after buying an additional 3,510 shares during the last quarter. Institutional investors and hedge funds own 89.97% of the company’s stock.

Insider Activity at MSCI

In related news, CFO Andrew C. Wiechmann sold 450 shares of the business’s 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 transaction, the chief financial officer directly owned 22,544 shares in the company, valued at approximately $12,624,640. The trade was a 1.96% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Henry A. Fernandez acquired 800 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was acquired at an average price of $518.95 per share, with a total value of $415,160.00. Following the completion of the transaction, the chief executive officer directly owned 1,493,847 shares in the company, valued at $775,231,900.65. This trade represents a 0.05% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.76% of the stock is owned by insiders.

MSCI Price Performance

Shares of MSCI stock opened at $562.01 on Friday. The stock has a market cap of $40.91 billion, a PE ratio of 32.10, a price-to-earnings-growth ratio of 2.15 and a beta of 1.24. The stock has a 50-day moving average of $561.84 and a 200-day moving average of $565.79. MSCI Inc has a one year low of $501.08 and a one year high of $626.28.

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 the consensus estimate 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 during the quarter, compared to analyst estimates of $830.91 million. During the same period in the previous year, the firm earned $4.00 EPS. MSCI’s quarterly revenue was up 14.1% compared to the same quarter last year. As a group, research analysts anticipate that MSCI Inc will post 19.62 earnings per share for the current year.

MSCI Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be given a $2.05 dividend. The ex-dividend date is Friday, May 15th. This represents a $8.20 annualized dividend and a dividend yield of 1.5%. MSCI’s payout ratio is currently 46.83%.

Key MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI’s May index review added several Indian names, including Federal Bank, Indian Bank, MCX, and Nalco, to the Global Standard Index, a change that could drive passive inflows into those stocks. Federal Bank, Indian Bank, MCX & Nalco in MSCI Global
• Positive Sentiment: Analysts turned more bullish on MSCI after earnings, suggesting the company’s recent results and index franchise remain strong. Multiple Analysts Turn Bullish On MSCI Inc (MSCI) Post Earnings
• Neutral Sentiment: Asian markets rose broadly, with the MSCI Asia Pacific Index on track for a sixth straight weekly gain, reflecting strong risk appetite across global equities. Global Market Today: Asian stocks rise after AI rally spurs US gauges
• Negative Sentiment: MSCI also removed six companies from its Indonesia-related index review, which weighed on Indonesian shares and highlighted the downside risk for companies excluded from its benchmarks. Indonesian stocks slide after MSCI culls six companies from its index

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. Raymond James Financial reaffirmed a “strong-buy” rating and issued a $730.00 price target on shares of MSCI in a report on Tuesday, April 21st. Wells Fargo & Company lifted their price target on MSCI from $545.00 to $650.00 and gave the company an “equal weight” rating in a report on Wednesday, April 22nd. Bank of America assumed coverage on MSCI in a report on Tuesday, February 17th. They issued a “buy” rating and a $700.00 price target for the company. UBS Group lifted their price target on MSCI from $710.00 to $720.00 and gave the company a “buy” rating in a report on Wednesday, April 22nd. Finally, Morgan Stanley boosted their price objective on MSCI from $719.00 to $727.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, MSCI has an average rating of “Moderate Buy” and a consensus price target of $692.70.

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.