1,509 MSCI Inc $MSCI Shares Sold by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA cut its position in shares of MSCI Inc (NYSE:MSCI) by 5.8% in the third quarter, Holdings Channel reports. The firm owned 24,631 shares of the technology company’s stock after selling 1,509 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in MSCI were worth $13,268,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the company. Burkett Financial Services LLC grew its stake in shares of MSCI by 200.0% in the 3rd quarter. Burkett Financial Services LLC now owns 48 shares of the technology company’s stock valued at $26,000 after buying an additional 32 shares in the last quarter. Ancora Advisors LLC acquired a new position in MSCI in the second quarter worth approximately $27,000. Compound Global Advisors LLC acquired a new position in MSCI in the second quarter worth approximately $34,000. Whipplewood Advisors LLC acquired a new position in MSCI in the first quarter worth approximately $39,000. Finally, Washington Trust Advisors Inc. bought a new position in MSCI during the second quarter valued at approximately $41,000. 89.97% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at MSCI

In related news, CFO Andrew Wiechmann sold 450 shares of the business’s stock in a transaction that occurred on Monday, October 12th. The stock was sold at an average price of $570.00, for a total value of $256,500.00. Following the completion of the sale, the chief financial officer directly owned 21,644 shares in the company, valued at approximately $12,337,080. The trade was a 2.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 3.76% of the company’s stock.

MSCI Price Performance

Shares of NYSE:MSCI opened at $615.06 on Monday. MSCI Inc has a fifty-two week low of $501.08 and a fifty-two week high of $644.77. The business has a 50-day moving average of $562.17 and a two-hundred day moving average of $577.65. The stock has a market capitalization of $43.98 billion, a P/E ratio of 32.56, a P/E/G ratio of 2.38 and a beta of 1.24.

MSCI (NYSE:MSCI) last released its quarterly earnings results on Tuesday, October 20th. The technology company reported $5.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.03 by $0.08. The company had revenue of $892.00 million during the quarter, compared to the consensus estimate of $887.83 million. MSCI had a negative return on equity of 50.69% and a net margin of 40.31%. The firm’s revenue was up 12.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.47 EPS. As a group, research analysts expect that MSCI Inc will post 19.62 EPS for the current fiscal year.

MSCI Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Friday, November 13th will be paid a $2.05 dividend. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, November 13th. MSCI’s dividend payout ratio (DPR) is presently 43.41%.

Key MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Q3 earnings exceeded expectations. MSCI reported adjusted EPS of $5.11 versus the $5.03 consensus estimate, while revenue rose 12.4% year over year to $892 million, above forecasts. Management also highlighted continued growth in AI-related products, recurring subscriptions and diversified client demand. MSCI Q3 2026 Earnings Call Transcript
• Positive Sentiment: Analyst support remains favorable. JPMorgan raised its price target, while RBC reaffirmed an Outperform rating. Other sell-side analysts have maintained Buy ratings, suggesting confidence in MSCI’s earnings growth and high-margin business model. JPMorgan price target update
• Neutral Sentiment: Indonesia’s regulator imposed significant enforcement penalties. Record fines totaling about $117 million for market-manipulation and IPO-disclosure violations could address MSCI’s transparency concerns, but the impact on the final market-classification decision remains uncertain. Indonesia market violation fines
• Negative Sentiment: The proposed Indonesia downgrade is creating political and reputational risk. MSCI’s warning that Indonesia could be reclassified from an emerging market to a standalone market triggered a local stock-market selloff and public criticism from President Prabowo. Investors may worry about pressure on MSCI’s relationships with governments and index-linked fund flows, although the issue is not expected to materially change MSCI’s near-term financial results. Indonesia downgrade controversy
• Negative Sentiment: Valuation and fund-selling add pressure. MSCI trades at a premium earnings multiple, and Polen Capital disclosed that it exited its MSCI position to fund a Meta Platforms investment. This reinforces concerns that much of MSCI’s strong growth outlook is already reflected in the stock price. Polen Capital exits MSCI

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on MSCI shares. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $655.00 price objective on shares of MSCI in a research report on Wednesday, October 21st. The Goldman Sachs Group reissued a “buy” rating and issued a $684.00 target price on shares of MSCI in a research report on Tuesday, October 20th. Evercore set a $722.00 price target on shares of MSCI in a research note on Wednesday, July 22nd. William Blair set a $680.00 price target on shares of MSCI in a research note on Tuesday, October 20th. Finally, Weiss Ratings downgraded shares of MSCI from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating and twelve have issued a Buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $691.93.

About MSCI

MSCI Inc (NYSE:MSCI) is a global provider of investment decision-support tools and services for institutional investors, asset managers, banks and other financial institutions. The company is best known for developing equity, fixed-income and multi-asset indexes used to benchmark portfolios and support the creation of investment products such as exchange-traded funds.

In addition to its indexes, MSCI provides portfolio analytics, risk-management and performance-attribution tools, as well as research and data covering environmental, social and governance factors, climate risk and sustainable investing.