Sustainable Insight Capital Management LLC reduced its stake in MSCI Inc (NYSE:MSCI – Free Report) by 19.3% in the first quarter, HoldingsChannel.com reports. The fund owned 11,060 shares of the technology company’s stock after selling 2,640 shares during the quarter. MSCI accounts for 2.0% of Sustainable Insight Capital Management LLC’s portfolio, making the stock its 12th biggest position. Sustainable Insight Capital Management LLC’s holdings in MSCI were worth $5,961,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors also recently made changes to their positions in the stock. Mowery & Schoenfeld Wealth Management LLC lifted its holdings in shares of MSCI by 341.7% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 53 shares of the technology company’s stock worth $30,000 after purchasing an additional 41 shares during the last quarter. Harvest Fund Management Co. Ltd bought a new position in MSCI during the 4th quarter worth $30,000. Eagle Bay Advisors LLC bought a new position in MSCI during the 4th quarter worth $34,000. Elyxium Wealth LLC bought a new position in MSCI during the 4th quarter worth $34,000. Finally, SHP Wealth Management acquired a new stake in MSCI in the fourth quarter worth $36,000. 89.97% of the stock is owned by institutional investors.
MSCI Stock Performance
NYSE:MSCI opened at $550.82 on Friday. The stock has a market cap of $40.04 billion, a price-to-earnings ratio of 30.13, a PEG ratio of 2.11 and a beta of 1.24. MSCI Inc has a 1 year low of $501.08 and a 1 year high of $644.77. The business has a fifty day moving average of $596.67 and a 200-day moving average of $576.75.
MSCI Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be paid a $2.05 dividend. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, August 14th. MSCI’s dividend payout ratio is currently 44.86%.
Wall Street Analyst Weigh In
A number of equities research analysts have issued reports on MSCI shares. Weiss Ratings upgraded MSCI from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, July 16th. Bank of America upped their price target on shares of MSCI from $715.00 to $730.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $655.00 price objective on shares of MSCI in a report on Wednesday, April 22nd. Evercore set a $722.00 target price on shares of MSCI in a research note on Wednesday. Finally, Wells Fargo & Company dropped their price target on shares of MSCI from $700.00 to $690.00 and set an “overweight” rating on the stock in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating and eleven have given a Buy rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $709.50.
Key MSCI News
Here are the key news stories impacting MSCI this week:
- Neutral Sentiment: Singapore Exchange announced an expanded licensing deal with MSCI that will allow SGX to launch up to 100 new MSCI-linked derivatives contracts, which reinforces MSCI’s index franchise and suggests continued demand for its benchmarks and licensing business. SGX to launch up to 100 new MSCI derivatives under expanded licensing deal
- Neutral Sentiment: DBS said the new MSCI-SGX deal supports SGX’s growth narrative and could bring meaningful earnings upside for the exchange, indirectly highlighting MSCI’s strong position in index licensing and derivatives expansion. New deal with MSCI fits SGX’s ‘strategic growth narrative’; potential for ‘meaningful’ earnings upside: DBS
- Neutral Sentiment: Several reports on the SGX-MSCI agreement point to an expansion of MSCI’s derivatives ecosystem, which is supportive of long-term licensing revenue but does not appear to be the main driver of the stock’s latest move. Singapore Exchange Strikes New Deal With MSCI for Derivatives
- Negative Sentiment: Investors are also reacting to MSCI’s second-quarter results, which missed expectations and came with a higher cost forecast, raising concerns about margin pressure and near-term earnings momentum. MSCI Shares Slide After 2Q Results Miss Views, Cost Forecast Rises
- Negative Sentiment: Another analysis piece argued that fears around MSCI’s outlook are justified, reinforcing the cautious tone after the earnings release. MSCI Q2 2026: Investors’ Fears Are Justified
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.
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