MSCI Inc $MSCI Stake Lessened by PineStone Asset Management Inc.

PineStone Asset Management Inc. cut its stake in shares of MSCI Inc (NYSE:MSCI) by 5.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 891,110 shares of the technology company’s stock after selling 52,440 shares during the quarter. MSCI makes up approximately 3.2% of PineStone Asset Management Inc.’s portfolio, making the stock its 11th biggest position. PineStone Asset Management Inc. owned 1.23% of MSCI worth $480,005,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Burkett Financial Services LLC raised its holdings in MSCI by 200.0% in the third quarter. Burkett Financial Services LLC now owns 48 shares of the technology company’s stock valued at $26,000 after acquiring an additional 32 shares in the last quarter. Ancora Advisors LLC acquired a new position in MSCI during the 2nd quarter worth approximately $27,000. Compound Global Advisors LLC acquired a new position in MSCI during the 2nd quarter worth approximately $34,000. SHP Wealth Management purchased a new stake in shares of MSCI in the 4th quarter valued at approximately $36,000. Finally, Whipplewood Advisors LLC purchased a new stake in shares of MSCI in the 1st quarter valued at approximately $39,000. 89.97% of the stock is currently owned by hedge funds and other institutional investors.

MSCI News Roundup

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI’s upcoming third-quarter results are expected to benefit from strong demand for indexes, ETF inflows and growth in private-capital products. Analysts at RBC anticipate a modest earnings beat, offering a potential near-term catalyst. MSCI earnings expectations
• Positive Sentiment: MSCI launched a consultation to move Indonesia’s indexes from emerging-market to standalone status, with a final decision expected by June 2027. Although disruptive for Indonesian markets, the process reinforces MSCI’s role as a key global benchmark provider and may increase attention to its index-governance services. MSCI Indonesia reclassification consultation
• Neutral Sentiment: MSCI is also consulting on new index-eligibility rules that could eventually remove Strategy, formerly MicroStrategy, from some indexes. Existing constituents reportedly must fail eligibility screens across two consecutive annual filing periods, so the financial impact is not immediate. Strategy index eligibility proposal
• Neutral Sentiment: MSCI froze its Turkey indexes while market-access concerns remain under review. The action demonstrates stricter methodology enforcement but could create uncertainty for index-linked products and affected clients. MSCI Turkey index freeze
• Negative Sentiment: The Indonesia proposal has triggered a sharp sell-off in Indonesian equities and raised concerns about foreign outflows. The resulting criticism and political scrutiny may increase uncertainty around MSCI’s emerging-market franchise, even though the decision is still under consultation. MSCI Indonesia downgrade warning
• Negative Sentiment: Morgan Stanley lowered its MSCI price target from $700 to $662 while maintaining an Overweight rating. The cut reflects more cautious valuation expectations ahead of earnings, despite continued analyst support. MSCI price target reduction

Insider Buying and Selling at MSCI

In other news, CFO Andrew Wiechmann sold 450 shares of the company’s stock in a transaction on Monday, October 12th. The shares were sold at an average price of $570.00, for a total value of $256,500.00. Following the completion of the transaction, the chief financial officer owned 21,644 shares in the company, valued at approximately $12,337,080. This represents a 2.04% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 3.76% of the company’s stock.

MSCI Stock Performance

Shares of NYSE MSCI opened at $567.85 on Friday. The stock’s 50-day simple moving average is $558.93 and its 200-day simple moving average is $575.34. The firm has a market capitalization of $41.28 billion, a PE ratio of 31.06, a price-to-earnings-growth ratio of 2.16 and a beta of 1.24. MSCI Inc has a fifty-two week low of $501.08 and a fifty-two week high of $644.77.

MSCI (NYSE:MSCI) last announced its quarterly earnings results on Tuesday, July 21st. The technology company reported $4.94 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.99 by ($0.05). The business had revenue of $867.00 million during the quarter, compared to analyst estimates of $870.71 million. MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period last year, the company earned $4.17 earnings per share. On average, sell-side analysts forecast that MSCI Inc will post 19.55 earnings per share for the current fiscal year.

MSCI Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 28th. Stockholders of record on Friday, August 14th were given a dividend of $2.05 per share. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, August 14th. MSCI’s payout ratio is currently 44.86%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on MSCI shares. Weiss Ratings lowered shares of MSCI from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, July 30th. Morgan Stanley lowered their target price on shares of MSCI from $700.00 to $662.00 and set an “overweight” rating for the company in a research note on Tuesday, October 13th. JPMorgan Chase & Co. lowered their target price on shares of MSCI from $700.00 to $685.00 and set an “overweight” rating for the company in a research note on Wednesday. Wells Fargo & Company dropped their target price on MSCI from $690.00 to $685.00 and set an “overweight” rating on the stock in a report on Tuesday, September 29th. Finally, Barclays raised their price target on MSCI from $700.00 to $735.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. One investment analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the company. According to data from MarketBeat.com, MSCI has a consensus rating of “Buy” and a consensus price target of $701.17.

MSCI Profile

MSCI Inc is a global provider of investment decision-support tools and services for institutional investors, asset managers, banks, wealth managers and other financial professionals. The company is best known for its equity, fixed-income and multi-asset-class indexes, which are used as benchmarks and as the basis for investment products such as exchange-traded funds and other index-linked strategies.

In addition to indexes, MSCI provides portfolio analytics, risk-management and performance-measurement tools designed to help clients evaluate exposures, construct portfolios and manage investment risks.