Dockside LLC bought a new stake in shares of MSCI Inc (NYSE:MSCI – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 6,832 shares of the technology company’s stock, valued at approximately $3,826,000. MSCI comprises 0.9% of Dockside LLC’s investment portfolio, making the stock its 29th largest holding.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Mowery & Schoenfeld Wealth Management LLC boosted its holdings in shares of MSCI by 341.7% during the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 53 shares of the technology company’s stock valued at $30,000 after acquiring an additional 41 shares during the last quarter. Harvest Fund Management Co. Ltd purchased a new position in shares of MSCI during the fourth quarter valued at approximately $30,000. Elyxium Wealth LLC bought a new position in MSCI during the fourth quarter valued at approximately $34,000. Strategic Wealth Investment Group LLC purchased a new stake in MSCI in the second quarter worth approximately $36,000. Finally, SHP Wealth Management purchased a new stake in MSCI in the fourth quarter worth approximately $36,000. 89.97% of the stock is owned by institutional investors.
Key Headlines Impacting MSCI
Here are the key news stories impacting MSCI this week:
- Positive Sentiment: MSCI’s August index review will add 55 securities and remove 92 from the MSCI ACWI Index, generating portfolio-rebalancing activity and potential licensing and trading-related demand. The changes take effect at the close of August 31. MSCI Equity Indexes August 2026 Index Review
- Positive Sentiment: MSCI’s India review adds Laurus Labs, Lenskart Solutions, Adani Energy Solutions and Groww’s parent to relevant indexes. India’s weight in the MSCI India Standard Index is expected to rise to 11.9%, with analysts forecasting significant foreign fund inflows that reinforce MSCI’s importance to asset managers. Four Indian stocks to be added, three removed from key global index in MSCI’s August rejig
- Neutral Sentiment: MSCI is consulting on a screening test that could exclude companies whose primary activity is raising capital to acquire assets such as Bitcoin rather than operating a core business. The proposal may remove Strategy and Metaplanet from MSCI indexes, but feedback is open until September 30 and no immediate financial impact on MSCI was announced. MSCI Proposes New Screening Test for Bitcoin Treasury Stocks
- Negative Sentiment: MSCI’s latest quarterly results modestly missed expectations: earnings per share came in at $4.94 versus a $4.99 consensus, while revenue was $867 million versus expectations of $870.71 million. Revenue still grew 12.2% year over year, but the miss may weigh on sentiment given the stock’s premium valuation. MSCI stock and earnings information
- Negative Sentiment: GoTo’s removal from MSCI indexes because of liquidity concerns highlights the possibility of forced selling and outflows in affected markets. While this may increase attention on MSCI’s index decisions, it could also generate criticism from companies and regulators over methodology and market impact. MSCI drops battered GoTo from stock indexes
MSCI Trading Down 1.2%
MSCI (NYSE:MSCI – Get Free Report) last issued its quarterly earnings data on Tuesday, July 21st. The technology company reported $4.94 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.99 by ($0.05). The business had revenue of $867.00 million for the quarter, compared to the consensus estimate of $870.71 million. MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. The company’s revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the firm earned $4.17 EPS. Equities analysts forecast that MSCI Inc will post 19.61 earnings per share for the current fiscal year.
MSCI Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a dividend of $2.05 per share. This represents a $8.20 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, August 14th. MSCI’s payout ratio is currently 44.86%.
Analyst Upgrades and Downgrades
A number of equities research analysts have weighed in on the stock. Morgan Stanley reiterated an “overweight” rating and set a $700.00 target price on shares of MSCI in a research note on Tuesday, July 21st. UBS Group set a $615.00 price objective on MSCI in a report on Wednesday, July 22nd. Royal Bank Of Canada reiterated an “outperform” rating and set a $655.00 price objective on shares of MSCI in a research report on Wednesday, April 22nd. JPMorgan Chase & Co. increased their target price on MSCI from $700.00 to $742.00 and gave the company an “overweight” rating in a report on Monday, July 20th. Finally, Bank of America raised their target price on MSCI from $715.00 to $730.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating and eleven have given a Buy rating to the company’s stock. According to MarketBeat, MSCI currently has an average rating of “Buy” and a consensus price target of $709.50.
Get Our Latest Stock Report on MSCI
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.
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