Cat Rock Capital Management LP grew its holdings in shares of MSCI Inc (NYSE:MSCI – Free Report) by 19.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 50,005 shares of the technology company’s stock after acquiring an additional 8,012 shares during the period. MSCI comprises about 6.5% of Cat Rock Capital Management LP’s investment portfolio, making the stock its 6th biggest holding. Cat Rock Capital Management LP owned approximately 0.07% of MSCI worth $28,005,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also modified their holdings of the business. Robertson Stephens Wealth Management LLC boosted its holdings in MSCI by 3.1% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 568 shares of the technology company’s stock valued at $326,000 after purchasing an additional 17 shares during the last quarter. Allworth Financial LP increased its holdings in MSCI by 1.7% during the 4th quarter. Allworth Financial LP now owns 1,074 shares of the technology company’s stock worth $616,000 after purchasing an additional 18 shares during the last quarter. AdvisorShares Investments LLC raised its position in shares of MSCI by 2.5% in the 4th quarter. AdvisorShares Investments LLC now owns 830 shares of the technology company’s stock valued at $476,000 after purchasing an additional 20 shares in the last quarter. Huntington National Bank boosted its stake in shares of MSCI by 1.9% during the 4th quarter. Huntington National Bank now owns 1,074 shares of the technology company’s stock valued at $616,000 after buying an additional 20 shares during the last quarter. Finally, Cary Street Partners Investment Advisory LLC grew its position in shares of MSCI by 4.1% during the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 530 shares of the technology company’s stock worth $304,000 after buying an additional 21 shares in the last quarter. 89.97% of the stock is owned by hedge funds and other institutional investors.
MSCI Stock Up 0.2%
Shares of MSCI stock opened at $572.02 on Tuesday. The company has a market cap of $41.59 billion, a P/E ratio of 31.29, a PEG ratio of 2.18 and a beta of 1.23. The business has a 50 day moving average of $579.34 and a two-hundred day moving average of $573.62. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $644.77.
MSCI Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Friday, August 28th. Stockholders of record on Friday, August 14th were issued a dividend of $2.05 per share. The ex-dividend date of this dividend was Friday, August 14th. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. MSCI’s payout ratio is 44.86%.
Analysts Set New Price Targets
Several analysts recently issued reports on the stock. Wells Fargo & Company cut their price target on shares of MSCI from $700.00 to $690.00 and set an “overweight” rating on the stock in a report on Wednesday, July 22nd. Raymond James Financial increased their price target on shares of MSCI from $730.00 to $760.00 and gave the stock a “strong-buy” rating in a research report on Wednesday, July 8th. JPMorgan Chase & Co. boosted their price objective on MSCI from $700.00 to $742.00 and gave the company an “overweight” rating in a report on Monday, July 20th. Jefferies Financial Group started coverage on MSCI in a research note on Friday, July 17th. They set a “buy” rating and a $760.00 price objective on the stock. Finally, UBS Group set a $615.00 price target on MSCI in a report on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the stock. According to MarketBeat.com, MSCI presently has an average rating of “Buy” and a consensus target price of $709.50.
Check Out Our Latest Research Report on MSCI
Key Stories Impacting MSCI
Here are the key news stories impacting MSCI this week:
- Positive Sentiment: MSCI implemented its periodic Saudi-market index changes and its August review across India, generating substantial passive-fund trading. India’s closing-auction session recorded roughly ₹39,718 crore in turnover, or about 22% of total cash-market activity, highlighting the scale and influence of MSCI’s benchmarks. MSCI implements periodic changes in Saudi market today
- Positive Sentiment: Index additions including Sandisk, Groww, Lenskart, Laurus Labs and Adani Energy are expected to attract passive inflows, while index changes to other constituents drove billions of dollars in repositioning. The activity underscores MSCI’s pricing power and strategic importance to institutional investors. Sandisk to join the MSCI World Index
- Neutral Sentiment: India’s new closing-auction mechanism handled its first major MSCI rebalance, with approximately $4 billion of flows and sharp late-session swings. The successful processing of large institutional orders supports confidence in MSCI’s benchmark ecosystem, but the event primarily affects market infrastructure and constituent stocks rather than MSCI’s near-term revenue. MSCI rebalance to test India’s new closing auction
- Negative Sentiment: Broader risk sentiment remained cautious after Asian equities and MSCI’s Asia-Pacific gauge declined amid a more hawkish interest-rate outlook. This may weigh on valuation-sensitive financial-data and index businesses, despite MSCI’s recurring-revenue model. Asian stocks drop on hawkish outlook
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.
Featured Articles
- Five stocks we like better than MSCI
- Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season
- Insiders Are Betting Big on These 3 Healthcare Stocks
- 3 Stocks for Investors Who Still Believe Cash Is King
- Dollar General and Dollar Tree Are Recovering, But Not for the Same Reason
Receive News & Ratings for MSCI Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for MSCI and related companies with MarketBeat.com's FREE daily email newsletter.
