Copeland Capital Management LLC Sells 1,052 Shares of MSCI Inc $MSCI

Copeland Capital Management LLC reduced its holdings in shares of MSCI Inc (NYSE:MSCI) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,741 shares of the technology company’s stock after selling 1,052 shares during the period. Copeland Capital Management LLC’s holdings in MSCI were worth $13,621,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Principal Financial Group Inc. grew its stake in shares of MSCI by 6.6% in the 3rd quarter. Principal Financial Group Inc. now owns 1,777,749 shares of the technology company’s stock worth $1,008,745,000 after buying an additional 109,287 shares during the last quarter. Dash Acquisitions Inc. increased its position in MSCI by 103.6% during the 3rd quarter. Dash Acquisitions Inc. now owns 14,958 shares of the technology company’s stock valued at $8,490,000 after buying an additional 7,613 shares in the last quarter. Katamaran Capital LLP raised its stake in MSCI by 57.1% during the third quarter. Katamaran Capital LLP now owns 4,919 shares of the technology company’s stock valued at $2,791,000 after buying an additional 1,788 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its stake in MSCI by 37.7% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 12,228 shares of the technology company’s stock valued at $6,938,000 after buying an additional 3,346 shares during the last quarter. Finally, Canoe Financial LP boosted its holdings in MSCI by 12.6% in the third quarter. Canoe Financial LP now owns 209,831 shares of the technology company’s stock worth $119,060,000 after acquiring an additional 23,500 shares in the last quarter. Institutional investors own 89.97% of the company’s stock.

Trending Headlines about MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Q1 results beat and recurring revenue strength: MSCI reported Q1 EPS and revenue ahead of consensus, driven by recurring sales in Index and Analytics segments and ~14% top-line growth — a clear operational beat supporting longer-term organic growth. MSCI Q1 earnings top consensus, aided by recurring sales in index and analytics segments
• Positive Sentiment: Analyst upgrades and higher price targets: Multiple firms have raised targets (examples include UBS, Morgan Stanley, Wells Fargo and RBC), signaling renewed analyst confidence and implying meaningful upside from current levels. UBS raises price target
• Positive Sentiment: Dividend confirmed: MSCI announced a $2.05 quarterly dividend (ex-dividend May 15), maintaining shareholder returns and supporting income-oriented investor interest.
• Neutral Sentiment: Shareholder votes completed: At the April 21 annual meeting, shareholders backed the board, executive pay plan and auditor — removes governance uncertainty for the near term. MSCI Shareholders Back Board, Pay Plan and Auditor
• Neutral Sentiment: External review unchanged: An external review found MSCI’s risk profile unchanged from its 2025 10-K, suggesting no new material disclosures are required. MSCI External Review Finds Risk Profile Unchanged
• Negative Sentiment: Index treatment for Indonesia remains unsettled: MSCI has extended its final call on Indonesia equities (index suspension/extensions and regulatory response), which can delay index inflows for Indonesian securities and create short-term revenue uncertainty for index-related products. MSCI extends final call on RI equities to June review

Insiders Place Their Bets

In other news, CEO Henry A. Fernandez purchased 6,000 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were purchased at an average cost of $524.18 per share, for a total transaction of $3,145,080.00. Following the purchase, the chief executive officer directly owned 1,493,047 shares in the company, valued at approximately $782,625,376.46. This represents a 0.40% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CFO Andrew C. Wiechmann sold 450 shares of MSCI stock in a transaction 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 completion of the sale, the chief financial officer directly owned 22,544 shares of the company’s stock, valued at $12,624,640. The trade was a 1.96% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 3.76% of the company’s stock.

MSCI Stock Down 1.7%

Shares of MSCI stock opened at $597.96 on Friday. The company has a 50 day moving average price of $552.57 and a 200-day moving average price of $562.22. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $626.28. The firm has a market capitalization of $43.53 billion, a PE ratio of 34.15, a P/E/G ratio of 2.43 and a beta of 1.30.

MSCI (NYSE:MSCI) last released its quarterly earnings data 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. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The firm had revenue of $850.80 million during the quarter, compared to analysts’ expectations of $830.91 million. During the same period in the previous year, the company earned $4.00 earnings per share. The firm’s quarterly revenue was up 14.1% on a year-over-year basis. Analysts anticipate that MSCI Inc will post 19.44 earnings per share for the current year.

MSCI Dividend Announcement

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

Analyst Ratings Changes

A number of equities research analysts have recently commented on MSCI shares. Barclays reissued an “overweight” rating on shares of MSCI in a research note on Thursday, January 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $655.00 price target on shares of MSCI in a research note on Wednesday. UBS Group increased their price objective on shares of MSCI from $710.00 to $720.00 and gave the company a “buy” rating in a research report on Wednesday. Morgan Stanley raised their price objective on shares of MSCI from $719.00 to $727.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Wells Fargo & Company lifted their target price on shares of MSCI from $545.00 to $650.00 and gave the stock an “equal weight” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $692.70.

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.