MSCI Inc $MSCI Stock Holdings Lessened by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lessened its stake in shares of MSCI Inc (NYSE:MSCI) by 8.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 30,965 shares of the technology company’s stock after selling 2,764 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in MSCI were worth $18,014,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of MSCI. Empowered Funds LLC raised its position in shares of MSCI by 7.6% during the first quarter. Empowered Funds LLC now owns 2,003 shares of the technology company’s stock worth $1,133,000 after purchasing an additional 142 shares during the period. Woodline Partners LP boosted its position in shares of MSCI by 39.0% in the 1st quarter. Woodline Partners LP now owns 6,585 shares of the technology company’s stock valued at $3,724,000 after purchasing an additional 1,846 shares during the period. Sivia Capital Partners LLC increased its stake in MSCI by 20.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,052 shares of the technology company’s stock worth $607,000 after purchasing an additional 182 shares in the last quarter. Treasurer of the State of North Carolina increased its stake in MSCI by 1.0% in the 2nd quarter. Treasurer of the State of North Carolina now owns 35,130 shares of the technology company’s stock worth $20,261,000 after purchasing an additional 344 shares in the last quarter. Finally, Osterweis Capital Management Inc. acquired a new stake in shares of MSCI during the second quarter valued at approximately $88,000. 89.97% of the stock is owned by institutional investors.

Insider Activity at MSCI

In related news, CEO Henry A. Fernandez purchased 800 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were bought at an average cost of $518.95 per share, for a total transaction of $415,160.00. Following the transaction, the chief executive officer directly owned 1,493,847 shares of the company’s stock, valued at approximately $775,231,900.65. This trade represents a 0.05% 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 the company’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $560.00, for a total transaction of $252,000.00. Following the transaction, the chief financial officer directly owned 22,544 shares of the company’s stock, valued at $12,624,640. This represents a 1.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.76% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have recently commented on MSCI shares. Weiss Ratings upgraded shares of MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday. Royal Bank Of Canada reissued an “outperform” rating and set a $655.00 target price on shares of MSCI in a research report on Wednesday. Bank of America assumed coverage on MSCI in a report on Tuesday, February 17th. They set a “buy” rating and a $700.00 target price on the stock. Morgan Stanley boosted their price target on MSCI from $719.00 to $727.00 and gave the stock an “overweight” rating in a research report on Wednesday. Finally, Evercore increased their price objective on MSCI from $655.00 to $690.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $692.70.

Key MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Q1 earnings beat and revenue growth: MSCI reported Q1 EPS above consensus and revenue growth driven by recurring sales in index and analytics, which is the primary catalyst for the rally. MSCI Q1 earnings top consensus, aided by recurring sales in index and analytics segments
• Positive Sentiment: Margin expansion and capital returns: Management showed stronger operating and EBITDA margins and reiterated buybacks while declaring a $2.05 quarterly dividend, both supportive of valuation. MSCI jumps after Q1 earnings beat, margin expansion, and fresh capital-return updates
• Positive Sentiment: Analyst upgrades and price-target increases: Multiple firms (including UBS, Morgan Stanley, Wells Fargo and RBC) raised targets or maintained bullish ratings after the results, providing additional buy-side momentum. Benzinga coverage of analyst price target updates
• Positive Sentiment: Shareholder approval on governance matters: At the April 21 annual meeting shareholders backed the board, compensation plan and auditor, removing near-term governance uncertainty. MSCI Shareholders Back Board, Pay Plan and Auditor
• Neutral Sentiment: External review finds risk profile unchanged: An external review concluded MSCI’s risk profile remains consistent with its 2025 10-K, which neither adds fresh risk nor provides a new catalyst. MSCI External Review Finds Risk Profile Unchanged From 2025 10-K, Keeps Focus on Existing Disclosures
• Neutral Sentiment: Indonesia index review extended: MSCI extended its review/suspension related to Indonesian equities to June, prompting local pushback — this is more relevant to Indonesian market participants than to MSCI revenue in the near term. MSCI extends review of Indonesian stock market reforms to June
• Negative Sentiment: Minor revenue timing/mix miss in some reports: Some data feeds noted a small revenue miss versus certain estimates (EPS still beat), which could temper upside if investors focus on near-term subscription timing. MSCI ($MSCI) Releases Q1 2026 Earnings

MSCI Price Performance

MSCI stock opened at $607.55 on Thursday. The stock has a market capitalization of $44.64 billion, a price-to-earnings ratio of 34.70, a price-to-earnings-growth ratio of 2.40 and a beta of 1.30. The company has a 50-day moving average of $551.05 and a two-hundred day moving average of $561.97. MSCI Inc has a 52-week low of $501.08 and a 52-week high of $626.28.

MSCI (NYSE:MSCI) last posted its quarterly earnings data on Tuesday, April 21st. The technology company reported $4.55 earnings per share for the quarter, topping the consensus estimate 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 analysts’ expectations of $830.91 million. During the same quarter in the previous year, the firm earned $4.00 EPS. The firm’s revenue was up 14.1% compared to the same quarter last year. Equities analysts expect that MSCI Inc will post 19.39 EPS for the current fiscal year.

MSCI Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be given a $2.05 dividend. This represents a $8.20 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, May 15th. MSCI’s dividend payout ratio is currently 52.26%.

MSCI 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.