Copeland Capital Management LLC Has $986,000 Stock Holdings in MSCI Inc $MSCI

Copeland Capital Management LLC decreased its holdings in shares of MSCI Inc (NYSE:MSCI) by 92.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 1,829 shares of the technology company’s stock after selling 21,912 shares during the quarter. Copeland Capital Management LLC’s holdings in MSCI were worth $986,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. State Street Corp increased its position in MSCI by 1.2% in the 3rd quarter. State Street Corp now owns 3,320,761 shares of the technology company’s stock worth $1,884,233,000 after buying an additional 39,450 shares during the period. Bamco Inc. NY lifted its holdings in shares of MSCI by 15.1% during the fourth quarter. Bamco Inc. NY now owns 2,755,747 shares of the technology company’s stock worth $1,581,055,000 after buying an additional 361,630 shares during the last quarter. Morgan Stanley boosted its position in shares of MSCI by 2.2% in the fourth quarter. Morgan Stanley now owns 2,467,556 shares of the technology company’s stock valued at $1,415,713,000 after acquiring an additional 52,242 shares during the period. T. Rowe Price Investment Management Inc. boosted its position in shares of MSCI by 13.2% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,446,291 shares of the technology company’s stock valued at $829,781,000 after acquiring an additional 168,405 shares during the period. Finally, PineStone Asset Management Inc. grew its stake in shares of MSCI by 4.1% in the fourth quarter. PineStone Asset Management Inc. now owns 1,000,942 shares of the technology company’s stock worth $574,270,000 after acquiring an additional 39,099 shares during the last quarter. Institutional investors and hedge funds own 89.97% of the company’s stock.

MSCI Stock Performance

NYSE:MSCI opened at $628.83 on Friday. The company has a 50-day moving average of $596.88 and a 200-day moving average of $576.90. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $644.77. The company has a market capitalization of $45.78 billion, a price-to-earnings ratio of 35.91, a PEG ratio of 2.27 and a beta of 1.24.

MSCI (NYSE:MSCI) last posted its earnings results on Tuesday, April 21st. The technology company reported $4.55 earnings per share for the quarter, beating analysts’ consensus estimates of $4.38 by $0.17. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The business had revenue of $850.80 million for the quarter, compared to analysts’ expectations of $830.91 million. During the same quarter in the previous year, the firm posted $4.00 earnings per share. The firm’s revenue for the quarter was up 14.1% on a year-over-year basis. Sell-side analysts forecast that MSCI Inc will post 19.84 EPS for the current year.

MSCI Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were paid a $2.05 dividend. This represents a $8.20 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, May 15th. MSCI’s dividend payout ratio is currently 46.83%.

Key Stories Impacting MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Jefferies initiated coverage on MSCI with a Buy rating and a $760 price target, implying meaningful upside from current levels and signaling continued confidence in the company’s long-term growth profile.
• Positive Sentiment: Analysts heading into MSCI’s Q2 report are pointing to double-digit revenue growth, supported by strong index demand, record asset-based fees, and AI-driven product launches, which could reinforce the company’s earnings momentum.
• Neutral Sentiment: Several articles discuss the upcoming MSCI India index review and possible additions/removals that could trigger about $2.3 billion in passive flows. These headlines are about MSCI’s index methodology and market impact, but they are not a direct operating update for MSCI itself.
• Neutral Sentiment: Technical commentary on Direxion MSCI Emerging Markets ETFs highlights trading interest tied to the MSCI Emerging Markets Index, but this appears to be more about market products linked to MSCI benchmarks than a fundamental change in MSCI’s business.
• Negative Sentiment: Investors may also be holding back ahead of MSCI’s Q2 earnings release, since the stock is trading near recent highs and expectations are already elevated, leaving room for volatility if results or guidance disappoint.

Insider Activity

In other news, insider Alvise J. Munari sold 10,000 shares of the stock in a transaction that occurred on Friday, April 24th. The stock was 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 represents a 29.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 3.76% of the company’s stock.

Analyst Ratings Changes

MSCI has been the topic of a number of research reports. Wells Fargo & Company raised shares of MSCI from an “equal weight” rating to an “overweight” rating and boosted their target price for the stock from $650.00 to $700.00 in a research report on Wednesday, May 27th. Jefferies Financial Group began coverage on shares of MSCI in a report on Friday. They issued a “buy” rating and a $760.00 price target for the company. Raymond James Financial raised their price target on shares of MSCI from $730.00 to $760.00 and gave the stock a “strong-buy” rating in a research report on Wednesday, July 8th. Royal Bank Of Canada restated an “outperform” rating and set a $655.00 price objective on shares of MSCI in a report on Wednesday, April 22nd. Finally, Weiss Ratings raised shares of MSCI from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $713.50.

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.