MSCI Inc $MSCI Position Reduced by Sterling Capital Management LLC

Posted by Geri Gentry on Oct 26th, 2026

Sterling Capital Management LLC lessened its position in MSCI Inc (NYSE:MSCI – Free Report) by 32.1% in the third quarter, HoldingsChannel.com reports. The fund owned 3,378 shares of the technology company’s stock after selling 1,600 shares during the period. Sterling Capital Management LLC’s holdings in MSCI were worth $1,820,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the company. Burkett Financial Services LLC lifted its holdings in MSCI by 200.0% during the 3rd quarter. Burkett Financial Services LLC now owns 48 shares of the technology company’s stock valued at $26,000 after purchasing an additional 32 shares during the last quarter. Ancora Advisors LLC acquired a new position in shares of MSCI during the 2nd quarter worth approximately $27,000. Compound Global Advisors LLC acquired a new stake in MSCI during the second quarter worth approximately $34,000. Whipplewood Advisors LLC acquired a new stake in shares of MSCI during the 1st quarter worth $39,000. Finally, Washington Trust Advisors Inc. bought a new position in MSCI in the 2nd quarter valued at about $41,000. 89.97% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on MSCI. Wells Fargo & Company boosted their price target on MSCI from $685.00 to $720.00 and gave the stock an “overweight” rating in a report on Wednesday. Barclays lifted their target price on MSCI from $700.00 to $735.00 and gave the company an “overweight” rating in a research report on Friday, July 10th. Evercore set a $722.00 target price on MSCI in a research note on Wednesday, July 22nd. The Goldman Sachs Group reissued a “buy” rating and issued a $684.00 target price on shares of MSCI in a report on Tuesday, October 20th. Finally, Bank of America raised their price target on shares of MSCI from $715.00 to $730.00 and gave the company a “buy” rating in a research note on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating and twelve have assigned a Buy rating to the company. According to data from MarketBeat.com, MSCI currently has a consensus rating of “Buy” and an average price target of $691.93.

Get Our Latest Analysis on MSCI

Insider Activity at MSCI

In other news, CFO Andrew Wiechmann sold 450 shares of MSCI stock in a transaction on Monday, October 12th. The shares were sold at an average price of $570.00, for a total transaction of $256,500.00. Following the transaction, the chief financial officer owned 21,644 shares in the company, valued at approximately $12,337,080. The trade was a 2.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 3.76% of the company’s stock.

More MSCI News

Here are the key news stories impacting MSCI this week:

Positive Sentiment: Q3 earnings exceeded expectations. MSCI reported adjusted EPS of $5.11 versus the $5.03 consensus estimate, while revenue rose 12.4% year over year to $892 million, above forecasts. Management also highlighted continued growth in AI-related products, recurring subscriptions and diversified client demand. MSCI Q3 2026 Earnings Call Transcript
Positive Sentiment: Analyst support remains favorable. JPMorgan raised its price target, while RBC reaffirmed an Outperform rating. Other sell-side analysts have maintained Buy ratings, suggesting confidence in MSCI’s earnings growth and high-margin business model. JPMorgan price target update
Neutral Sentiment: Indonesia’s regulator imposed significant enforcement penalties. Record fines totaling about $117 million for market-manipulation and IPO-disclosure violations could address MSCI’s transparency concerns, but the impact on the final market-classification decision remains uncertain. Indonesia market violation fines
Negative Sentiment: The proposed Indonesia downgrade is creating political and reputational risk. MSCI’s warning that Indonesia could be reclassified from an emerging market to a standalone market triggered a local stock-market selloff and public criticism from President Prabowo. Investors may worry about pressure on MSCI’s relationships with governments and index-linked fund flows, although the issue is not expected to materially change MSCI’s near-term financial results. Indonesia downgrade controversy
Negative Sentiment: Valuation and fund-selling add pressure. MSCI trades at a premium earnings multiple, and Polen Capital disclosed that it exited its MSCI position to fund a Meta Platforms investment. This reinforces concerns that much of MSCI’s strong growth outlook is already reflected in the stock price. Polen Capital exits MSCI

MSCI Price Performance

Shares of NYSE MSCI opened at $615.06 on Monday. The company has a 50 day simple moving average of $562.17 and a 200 day simple moving average of $577.65. The firm has a market cap of $43.98 billion, a PE ratio of 32.56, a price-to-earnings-growth ratio of 2.38 and a beta of 1.24. MSCI Inc has a 1 year low of $501.08 and a 1 year high of $644.77.

MSCI (NYSE:MSCI – Get Free Report) last posted its earnings results on Tuesday, October 20th. The technology company reported $5.11 earnings per share for the quarter, topping analysts’ consensus estimates of $5.03 by $0.08. MSCI had a net margin of 40.31% and a negative return on equity of 50.69%. The firm had revenue of $892.00 million for the quarter, compared to analyst estimates of $887.83 million. During the same period in the previous year, the firm posted $4.47 EPS. The company’s revenue for the quarter was up 12.4% compared to the same quarter last year. As a group, research analysts anticipate that MSCI Inc will post 19.62 earnings per share for the current fiscal year.

MSCI Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Stockholders of record on Friday, November 13th will be paid a dividend of $2.05 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $8.20 annualized dividend and a dividend yield of 1.3%. MSCI’s dividend payout ratio (DPR) is presently 43.41%.

MSCI Company Profile

(Free Report)

MSCI Inc (NYSE:MSCI) is a global provider of investment decision-support tools and services for institutional investors, asset managers, banks and other financial institutions. The company is best known for developing equity, fixed-income and multi-asset indexes used to benchmark portfolios and support the creation of investment products such as exchange-traded funds.

In addition to its indexes, MSCI provides portfolio analytics, risk-management and performance-attribution tools, as well as research and data covering environmental, social and governance factors, climate risk and sustainable investing.