Corient Private Wealth LLC Trims Holdings in MSCI Inc $MSCI

Corient Private Wealth LLC decreased its position in shares of MSCI Inc (NYSE:MSCI) by 50.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 38,285 shares of the technology company’s stock after selling 39,682 shares during the period. Corient Private Wealth LLC’s holdings in MSCI were worth $21,967,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in MSCI. Mowery & Schoenfeld Wealth Management LLC boosted its position in shares of MSCI by 341.7% in the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 53 shares of the technology company’s stock worth $30,000 after purchasing an additional 41 shares during the period. Harvest Fund Management Co. Ltd purchased a new position in shares of MSCI during the 4th quarter valued at $30,000. Eagle Bay Advisors LLC bought a new position in MSCI in the 4th quarter worth $34,000. Elyxium Wealth LLC purchased a new stake in MSCI in the 4th quarter worth $34,000. Finally, SHP Wealth Management bought a new stake in MSCI during the fourth quarter valued at about $36,000. Hedge funds and other institutional investors own 89.97% of the company’s stock.

Insider Activity at MSCI

In related news, insider Alvise J. Munari sold 10,000 shares of the firm’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $592.04, for a total value of $5,920,400.00. Following the completion of the transaction, the insider directly owned 23,548 shares of the company’s stock, valued at approximately $13,941,357.92. This trade represents a 29.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 3.76% of the company’s stock.

MSCI Trading Down 0.1%

Shares of MSCI stock opened at $580.69 on Tuesday. The stock has a market capitalization of $42.27 billion, a price-to-earnings ratio of 33.16, a price-to-earnings-growth ratio of 2.19 and a beta of 1.24. MSCI Inc has a 12-month low of $501.08 and a 12-month high of $644.68. The stock’s 50-day moving average price is $590.46 and its 200-day moving average price is $571.91.

MSCI (NYSE:MSCI) last announced its quarterly earnings results on Tuesday, April 21st. The technology company reported $4.55 EPS for the quarter, beating analysts’ consensus estimates of $4.38 by $0.17. The company had revenue of $850.80 million during the quarter, compared to analyst estimates of $830.91 million. MSCI had a negative return on equity of 65.48% and a net margin of 40.74%.The firm’s revenue was up 14.1% on a year-over-year basis. During the same period in the prior year, the company earned $4.00 earnings per share. As a group, research analysts predict that MSCI Inc will post 19.62 EPS for the current fiscal year.

MSCI Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were issued 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 of this dividend was Friday, May 15th. MSCI’s dividend payout ratio is 46.83%.

MSCI News Summary

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Multiple reports say MSCI’s upcoming index review could drive about $3.2 billion in passive inflows into Indian equities, underscoring the importance of MSCI’s benchmarks and the potential demand for its index products. Article: MSCI August review may trigger USD 3.2 billion passive inflows into Indian equities: JM Financial
• Positive Sentiment: Reports that MSCI may place South Korea on a watchlist and that its broader review process could affect capital flows highlight how central MSCI is to global market access and allocation decisions, which can support investor interest in the company’s index franchise. Article: South Korea’s MSCI watchlist decision sparks hope and concern
• Neutral Sentiment: Several articles focus on MSCI’s recent ESG rating for SpaceX, including criticism that the score matched wartime Russia and that SpaceX’s stock fell after the lowest rating was assigned. This puts MSCI’s ESG framework back in the spotlight, but the direct financial impact on MSCI is unclear. Article: MSCI Gave SpaceX an ESG Score Matching Wartime Russia
• Neutral Sentiment: News about Indonesia awaiting MSCI’s verdict and possible capital outflows mainly reflects the market-moving power of MSCI’s index decisions, though it does not directly change MSCI’s operating results. Article: As public sentiment sours, Indonesia awaits MSCI verdict which risks $13 billion in capital outflows
• Negative Sentiment: Coverage criticizing MSCI’s ESG rating process for SpaceX could pressure sentiment around the company if investors view the methodology as controversial or inconsistent, even if the business impact is limited. Article: SpaceX draws MSCI’s lowest ESG rating, matching Russia after Ukraine invasion

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on MSCI. Morgan Stanley upped their price objective on MSCI from $719.00 to $727.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Raymond James Financial reissued a “strong-buy” rating and set a $730.00 target price on shares of MSCI in a research note on Tuesday, April 21st. Rothschild & Co Redburn set a $690.00 price target on MSCI in a research note on Thursday. Royal Bank Of Canada restated an “outperform” rating and issued a $655.00 price target on shares of MSCI in a research note on Wednesday, April 22nd. Finally, Weiss Ratings lowered shares of MSCI from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 15th. One equities research analyst has rated the stock with a Strong Buy rating and ten have given a Buy rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $697.00.

MSCI Company 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.