Pallas Capital Advisors LLC Sells 1,054 Shares of MSCI Inc $MSCI

Pallas Capital Advisors LLC cut its stake in shares of MSCI Inc (NYSE:MSCI) by 39.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,646 shares of the technology company’s stock after selling 1,054 shares during the quarter. Pallas Capital Advisors LLC’s holdings in MSCI were worth $945,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Empowered Funds LLC grew its stake in MSCI by 7.6% in the first 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 raised its position in MSCI by 39.0% during the 1st 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 raised its position in MSCI by 20.9% during the 2nd 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. Elevation Point Wealth Partners LLC purchased a new stake in shares of MSCI in the 2nd quarter worth $61,000. Finally, Northwestern Mutual Wealth Management Co. lifted its holdings in shares of MSCI by 18.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 6,697 shares of the technology company’s stock worth $3,862,000 after buying an additional 1,030 shares during the period. Institutional investors own 89.97% of the company’s stock.

MSCI Price Performance

Shares of MSCI stock opened at $532.14 on Tuesday. The stock’s 50-day moving average is $558.78 and its 200 day moving average is $563.15. MSCI Inc has a 1-year low of $486.73 and a 1-year high of $626.28. The company has a market cap of $39.10 billion, a P/E ratio of 33.92, a PEG ratio of 2.14 and a beta of 1.29.

MSCI (NYSE:MSCI) last announced its earnings results on Wednesday, January 28th. The technology company reported $4.66 EPS for the quarter, topping analysts’ consensus estimates 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%. The firm’s revenue was up 10.6% on a year-over-year basis. During the same period in the previous year, the company posted $4.18 earnings per share. On average, analysts anticipate that MSCI Inc will post 16.86 EPS for the current year.

MSCI Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were given a $2.05 dividend. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, February 13th. This is an increase from MSCI’s previous quarterly dividend of $1.80. MSCI’s payout ratio is presently 52.26%.

Analyst Ratings Changes

MSCI has been the topic of several research reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $715.00 price target on shares of MSCI in a research note on Thursday, January 29th. Wells Fargo & Company upped their price objective on shares of MSCI from $590.00 to $618.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 29th. UBS Group set a $638.00 target price on shares of MSCI in a report on Wednesday, January 28th. Bank of America assumed coverage on shares of MSCI in a research report on Tuesday, February 17th. They set a “buy” rating and a $700.00 target price on the stock. Finally, Evercore boosted 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 investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $674.00.

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 shares were sold at an average price of $560.00, for a total transaction of $252,000.00. Following the completion of the transaction, the chief financial officer owned 22,544 shares in the company, valued at $12,624,640. The trade was a 1.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Henry A. Fernandez bought 6,000 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were purchased at an average cost of $524.18 per share, with a total value of $3,145,080.00. Following the transaction, the chief executive officer directly owned 1,493,047 shares of the company’s stock, valued at $782,625,376.46. The trade was a 0.40% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 3.76% of the company’s stock.

More MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Raymond James named MSCI a top sector pick and cited strong sales momentum, giving investors a fresh analyst endorsement that can support buying interest. Raymond James names MSCI top sector pick
• Positive Sentiment: MSCI appeared on a retail recommendation list (“5 Best Stocks to Invest In on Robinhood for Beginners”), which can boost retail visibility and demand over time. 5 Best Stocks to Invest In on Robinhood for Beginners
• Positive Sentiment: Several companies (Minth Group; Hengtong Optic-Electric) publicly noted MSCI ESG rating actions (upgrades and ‘A’ ratings). While these are client stories, they highlight ongoing demand for MSCI’s ESG ratings and data services — a structural revenue tailwind. Minth Group wins MSCI ESG rating upgrade Hengtong Optic-Electric secures MSCI ‘A’ rating
• Neutral Sentiment: Coverage in multiple Q4 fund letters and market pieces references MSCI indexes (e.g., MSCI All Country World, MSCI USA Financials). This underscores broad usage of MSCI benchmarks across ETFs and active funds, supporting recurring index licensing revenue but not signaling an immediate catalyst. ACWI coverage (MSCI All Country World) Baron Financials ETF letter
• Neutral Sentiment: No material negative news items surfaced in the last 24–36 hours; volume is lighter than average, so price moves may reflect analyst/news-driven shifts rather than a broad flow. (See linked fund commentaries for context.) Goldman Sachs fund commentary Franklin fund commentary

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.