IFP Advisors Inc Sells 2,278 Shares of MSCI Inc $MSCI

Posted by Stanley Muller on May 30th, 2026

IFP Advisors Inc trimmed its holdings in MSCI Inc (NYSE:MSCI – Free Report) by 89.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 274 shares of the technology company’s stock after selling 2,278 shares during the period. IFP Advisors Inc’s holdings in MSCI were worth $157,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the company. Principal Financial Group Inc. boosted its holdings in shares of MSCI by 6.6% during 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 period. Katamaran Capital LLP boosted its holdings in shares of MSCI by 57.1% during the 3rd quarter. Katamaran Capital LLP now owns 4,919 shares of the technology company’s stock worth $2,791,000 after buying an additional 1,788 shares during the period. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of MSCI by 37.7% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 12,228 shares of the technology company’s stock worth $6,938,000 after buying an additional 3,346 shares during the period. Oppenheimer Asset Management Inc. boosted its holdings in shares of MSCI by 10.5% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 36,996 shares of the technology company’s stock worth $20,992,000 after buying an additional 3,510 shares during the period. Finally, Azzad Asset Management Inc. ADV boosted its holdings in shares of MSCI by 253.0% during the 3rd quarter. Azzad Asset Management Inc. ADV now owns 3,202 shares of the technology company’s stock worth $1,817,000 after buying an additional 2,295 shares during the period. 89.97% of the stock is owned by institutional investors.

MSCI Stock Performance

Shares of MSCI stock opened at $630.39 on Friday. MSCI Inc has a 52-week low of $501.08 and a 52-week high of $640.27. The stock has a market cap of $45.89 billion, a price-to-earnings ratio of 36.00, a P/E/G ratio of 2.36 and a beta of 1.24. The firm has a fifty day moving average of $570.01 and a 200-day moving average of $567.12.

MSCI (NYSE:MSCI – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The technology company reported $4.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.38 by $0.17. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The company had revenue of $850.80 million during the quarter, compared to analysts’ expectations of $830.91 million. During the same quarter in the prior year, the company posted $4.00 EPS. The business’s revenue was up 14.1% on a year-over-year basis. On average, sell-side analysts predict that MSCI Inc will post 19.62 earnings per share for the current year.

MSCI Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Friday, May 15th were given a dividend of $2.05 per share. The ex-dividend date was Friday, May 15th. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.3%. MSCI’s dividend payout ratio (DPR) is 46.83%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on MSCI shares. Morgan Stanley upped their price objective on shares of MSCI from $719.00 to $727.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $655.00 price objective on shares of MSCI in a report on Wednesday, April 22nd. Weiss Ratings raised shares of MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, May 18th. UBS Group upped their price objective on shares of MSCI from $710.00 to $720.00 and gave the stock a “buy” rating in a report on Wednesday, April 22nd. Finally, Bank of America began coverage on shares of MSCI in a report on Tuesday, February 17th. They issued a “buy” rating and a $700.00 price target for the company. One analyst has rated the stock with a Strong Buy rating and ten have given a Buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $697.70.

Check Out Our Latest Stock Analysis on MSCI

Insider Transactions at MSCI

In related news, insider Alvise J. Munari sold 10,000 shares of the stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $592.04, for a total transaction of $5,920,400.00. Following the completion of the sale, the insider owned 23,548 shares in the company, valued at $13,941,357.92. This trade represents a 29.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Andrew C. Wiechmann sold 450 shares of the stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $560.00, for a total transaction of $252,000.00. Following the sale, the chief financial officer owned 22,544 shares of the company’s stock, valued at $12,624,640. This trade represents a 1.96% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 3.76% of the company’s stock.

MSCI Profile

(Free Report)

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.