Capital World Investors Purchases 1,222 Shares of MSCI Inc $MSCI

Capital World Investors lifted its position in shares of MSCI Inc (NYSE:MSCI) by 1.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 90,953 shares of the technology company’s stock after purchasing an additional 1,222 shares during the quarter. Capital World Investors owned about 0.12% of MSCI worth $52,182,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in MSCI. Norges Bank bought a new stake in shares of MSCI during the fourth quarter valued at approximately $528,560,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of MSCI by 499.3% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 874,882 shares of the technology company’s stock valued at $496,417,000 after purchasing an additional 728,900 shares in the last quarter. JPMorgan Chase & Co. boosted its position in shares of MSCI by 36.0% during the third quarter. JPMorgan Chase & Co. now owns 1,069,180 shares of the technology company’s stock valued at $606,674,000 after purchasing an additional 282,859 shares in the last quarter. Banque Pictet & Cie SA boosted its position in shares of MSCI by 103.3% during the fourth quarter. Banque Pictet & Cie SA now owns 523,035 shares of the technology company’s stock valued at $300,081,000 after purchasing an additional 265,750 shares in the last quarter. Finally, Bamco Inc. NY boosted its position in shares of MSCI by 10.3% during the third quarter. Bamco Inc. NY now owns 2,394,117 shares of the technology company’s stock valued at $1,358,446,000 after purchasing an additional 223,784 shares in the last quarter. 89.97% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on MSCI shares. Royal Bank Of Canada restated an “outperform” rating and set a $655.00 price target on shares of MSCI in a research report on Wednesday, April 22nd. Bank of America started coverage on MSCI in a research note on Tuesday, February 17th. They set a “buy” rating and a $700.00 price objective for the company. Weiss Ratings upgraded MSCI from a “buy (b-)” rating to a “buy (b)” rating in a research note on Monday, June 1st. Raymond James Financial reiterated a “strong-buy” rating and set a $730.00 price objective on shares of MSCI in a research note on Tuesday, April 21st. Finally, Wells Fargo & Company upgraded MSCI from an “equal weight” rating to an “overweight” rating and lifted their price objective for the company from $650.00 to $700.00 in a research note on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating and ten have issued a Buy rating to the company. According to MarketBeat, MSCI has a consensus rating of “Buy” and an average target price of $697.70.

MSCI Trading Up 0.7%

MSCI stock opened at $607.02 on Wednesday. The firm has a market cap of $44.19 billion, a price-to-earnings ratio of 34.67, a PEG ratio of 2.27 and a beta of 1.24. The stock has a fifty day simple moving average of $581.05 and a two-hundred day simple moving average of $569.59. MSCI Inc has a 12 month low of $501.08 and a 12 month high of $644.68.

MSCI (NYSE:MSCI) last posted its earnings results on Tuesday, April 21st. The technology company reported $4.55 EPS for the quarter, topping analysts’ consensus estimates of $4.38 by $0.17. MSCI had a negative return on equity of 65.48% and a net margin of 40.74%.The business had revenue of $850.80 million during the quarter, compared to analyst estimates of $830.91 million. During the same quarter last year, the company earned $4.00 EPS. The company’s quarterly revenue was up 14.1% compared to the same quarter last year. On average, equities research analysts forecast that MSCI Inc will post 19.62 EPS for the current fiscal year.

MSCI Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Friday, May 15th were issued a $2.05 dividend. The ex-dividend date of this dividend was Friday, May 15th. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. MSCI’s payout ratio is presently 46.83%.

Key MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI confirmed early index-inclusion rules for large IPOs ahead of SpaceX’s planned listing, which could increase the odds that a high-profile company like SpaceX is added to MSCI benchmarks and drive more assets into MSCI-linked products. Article: MSCI confirms early index inclusion rules ahead of SpaceX IPO
• Positive Sentiment: Reports said SpaceX is set for early entry into MSCI indexes after its IPO, reinforcing the possibility of significant passive-fund inflows tied to MSCI’s benchmark methodology. Article: SpaceX set for early entry into MSCI indexes after IPO
• Neutral Sentiment: Coverage noted that no Indian stock is in the top 10 of the MSCI Emerging Markets Index for the first time in 26 years, reflecting a broader shift toward AI and chip stocks rather than a direct change to MSCI’s own earnings outlook. Article: BT explainer: Why no Indian stock in top 10 MSCI EM index
• Neutral Sentiment: Another article said India has fallen out of the MSCI EM top 10 as AI stocks and chipmakers from Taiwan and South Korea dominate, underscoring changing index composition but not a clear fundamental catalyst for MSCI shares. Article: Explained: How AI mania has thrown India Inc out of MSCI EM’s top 10
• Neutral Sentiment: A market commentary asked whether MSCI stock is underperforming the S&P 500, but also said analysts remain bullish, suggesting sentiment is mixed rather than negative. Article: Is MSCI Stock Underperforming the S&P 500?

Insider Buying and Selling at MSCI

In other MSCI news, insider Alvise J. Munari sold 10,000 shares of the company’s stock in a transaction that occurred 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 in the company, valued at $13,941,357.92. This represents a 29.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Andrew C. Wiechmann sold 450 shares of the company’s stock in a transaction that occurred on Tuesday, March 17th. The stock was 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 of the company’s stock, valued at approximately $12,624,640. The trade was a 1.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 3.76% of the company’s stock.

About MSCI

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.