Capital International Investors Trims Holdings in MSCI Inc $MSCI

Capital International Investors trimmed its stake in shares of MSCI Inc (NYSE:MSCI) by 94.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,798 shares of the technology company’s stock after selling 51,877 shares during the period. Capital International Investors’ holdings in MSCI were worth $1,613,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Mowery & Schoenfeld Wealth Management LLC grew its holdings in MSCI by 341.7% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 53 shares of the technology company’s stock worth $30,000 after acquiring an additional 41 shares during the period. Harvest Fund Management Co. Ltd acquired a new stake in MSCI during the fourth quarter worth about $30,000. Eagle Bay Advisors LLC acquired a new stake in MSCI during the fourth quarter worth about $34,000. Elyxium Wealth LLC acquired a new stake in MSCI during the fourth quarter worth about $34,000. Finally, Strategic Wealth Investment Group LLC acquired a new stake in MSCI during the second quarter worth about $36,000. 89.97% of the stock is owned by institutional investors and hedge funds.

Insider Activity at MSCI

In other news, CFO Andrew C. Wiechmann sold 450 shares of the firm’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 value of $252,000.00. Following the transaction, the chief financial officer owned 22,544 shares in the company, valued at $12,624,640. This trade represents a 1.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Alvise J. Munari sold 10,000 shares of the firm’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 owned 23,548 shares in the company, valued at approximately $13,941,357.92. This trade represents a 29.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 3.76% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently commented on MSCI shares. Wells Fargo & Company raised MSCI from an “equal weight” rating to an “overweight” rating and raised their target price for the stock from $650.00 to $700.00 in a report on Wednesday, May 27th. Weiss Ratings raised MSCI from a “buy (b-)” rating to a “buy (b)” rating in a report on Monday, June 1st. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $655.00 target price on shares of MSCI in a report on Wednesday, April 22nd. Morgan Stanley raised their target price on MSCI from $719.00 to $727.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Finally, UBS Group raised their target price on MSCI from $710.00 to $720.00 and gave the stock a “buy” rating in a report on Wednesday, April 22nd. 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $697.70.

MSCI Price Performance

NYSE MSCI opened at $607.02 on Wednesday. The company has a market cap of $44.19 billion, a PE ratio of 34.67, a price-to-earnings-growth ratio of 2.27 and a beta of 1.24. The stock’s 50 day simple moving average is $581.05 and its 200-day simple moving average is $569.59. MSCI Inc has a 1-year low of $501.08 and a 1-year high of $644.68.

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

MSCI Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were given a $2.05 dividend. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, May 15th. MSCI’s dividend payout ratio (DPR) is 46.83%.

MSCI News Roundup

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?

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.