MSCI Inc $MSCI Position Reduced by Ascent Wealth Partners LLC

Ascent Wealth Partners LLC cut its position in shares of MSCI Inc (NYSE:MSCI) by 93.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 862 shares of the technology company’s stock after selling 12,147 shares during the quarter. Ascent Wealth Partners LLC’s holdings in MSCI were worth $465,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently modified their holdings of MSCI. Norges Bank acquired a new stake in MSCI in the 4th quarter valued at about $528,560,000. Bamco Inc. NY grew its position in MSCI by 15.1% in 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. Banque Pictet & Cie SA increased its holdings in shares of MSCI by 103.3% in the fourth quarter. Banque Pictet & Cie SA now owns 523,035 shares of the technology company’s stock valued at $300,081,000 after buying an additional 265,750 shares in the last quarter. Generation Investment Management LLP bought a new position in shares of MSCI in the fourth quarter valued at $130,380,000. Finally, T. Rowe Price Investment Management Inc. lifted its position in shares of MSCI by 13.2% during the 4th 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 last quarter. Institutional investors own 89.97% of the company’s stock.

MSCI Stock Performance

Shares of MSCI opened at $628.83 on Monday. The company has a market capitalization of $45.78 billion, a PE ratio of 35.91, a PEG ratio of 2.27 and a beta of 1.24. The company’s 50 day moving average price is $596.88 and its 200 day moving average price is $576.84. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $644.77.

MSCI (NYSE:MSCI) last posted its quarterly earnings results on Tuesday, April 21st. The technology company reported $4.55 earnings per share for the quarter, topping 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 the consensus estimate of $830.91 million. During the same period in the prior year, the business posted $4.00 earnings per share. MSCI’s revenue for the quarter was up 14.1% compared to the same quarter last year. On average, equities analysts forecast that MSCI Inc will post 19.84 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms have issued reports on MSCI. Bank of America boosted their price objective on MSCI from $715.00 to $730.00 and gave the stock a “buy” rating in a report on Friday, July 10th. Jefferies Financial Group started coverage on shares of MSCI in a report on Friday. They issued a “buy” rating and a $760.00 target price for the company. Rothschild & Co Redburn set a $690.00 target price on shares of MSCI in a research report on Thursday, June 18th. Raymond James Financial boosted their price target on shares of MSCI from $730.00 to $760.00 and gave the company a “strong-buy” rating in a report on Wednesday, July 8th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $655.00 price target on shares of MSCI in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the stock. According to MarketBeat, MSCI currently has an average rating of “Buy” and a consensus price target of $713.50.

Key MSCI News

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 Buying and Selling at MSCI

In other news, insider Alvise J. Munari sold 10,000 shares of the firm’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $592.04, for a total transaction of $5,920,400.00. Following the completion of the sale, the insider directly owned 23,548 shares of the company’s stock, valued at $13,941,357.92. This trade represents a 29.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 3.76% of the stock is owned by company insiders.

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.