GRIMES & Co WEALTH MANAGEMENT LLC Acquires New Stake in MSCI Inc $MSCI

Posted by Geri Gentry on Nov 5th, 2026

GRIMES & Co WEALTH MANAGEMENT LLC bought a new position in shares of MSCI Inc (NYSE:MSCI – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 1,657 shares of the technology company’s stock, valued at approximately $892,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in MSCI. Latitude Advisors LLC bought a new stake in shares of MSCI during the third quarter valued at approximately $26,000. Burkett Financial Services LLC raised its holdings in MSCI by 200.0% in the third quarter. Burkett Financial Services LLC now owns 48 shares of the technology company’s stock worth $26,000 after purchasing an additional 32 shares in the last quarter. Ancora Advisors LLC bought a new position in MSCI in the second quarter worth $27,000. Compound Global Advisors LLC bought a new position in MSCI in the second quarter worth $34,000. Finally, Whipplewood Advisors LLC purchased a new position in MSCI during the first quarter valued at $39,000. Hedge funds and other institutional investors own 89.97% of the company’s stock.

Insider Transactions at MSCI

In other MSCI news, CFO Andrew C. Wiechmann sold 450 shares of the stock in a transaction on Monday, October 12th. The stock was sold at an average price of $570.00, for a total transaction of $256,500.00. Following the sale, the chief financial officer directly owned 21,644 shares in the company, valued at approximately $12,337,080. This trade represents a 2.04% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Robert J. Gutowski sold 2,381 shares of the stock in a transaction on Thursday, October 22nd. The shares were sold at an average price of $623.66, for a total value of $1,484,934.46. Following the sale, the general counsel directly owned 14,104 shares in the company, valued at $8,796,100.64. This trade represents a 14.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 3.76% of the company’s stock.

MSCI Trading Up 5.4%

Shares of NYSE:MSCI opened at $674.44 on Thursday. The stock has a fifty day simple moving average of $572.24 and a two-hundred day simple moving average of $574.41. MSCI Inc has a 12-month low of $501.08 and a 12-month high of $677.62. The stock has a market capitalization of $48.22 billion, a price-to-earnings ratio of 35.70, a PEG ratio of 2.54 and a beta of 1.20.

MSCI (NYSE:MSCI – Get Free Report) last released its earnings results on Tuesday, October 20th. The technology company reported $5.11 EPS for the quarter, topping analysts’ consensus estimates of $5.03 by $0.08. MSCI had a negative return on equity of 50.69% and a net margin of 40.31%. The firm had revenue of $892.00 million for the quarter, compared to analysts’ expectations of $887.83 million. During the same period in the prior year, the firm posted $4.47 earnings per share. The company’s quarterly revenue was up 12.4% on a year-over-year basis. As a group, equities research analysts predict that MSCI Inc will post 19.59 EPS for the current year.

MSCI Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Friday, November 13th will be paid a $2.05 dividend. The ex-dividend date is Friday, November 13th. This represents a $8.20 dividend on an annualized basis and a yield of 1.2%. MSCI’s payout ratio is presently 43.41%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on MSCI. Weiss Ratings restated a “buy (b-)” rating on shares of MSCI in a report on Wednesday, October 28th. Jefferies Financial Group reiterated a “buy” rating and issued a $680.00 price target on shares of MSCI in a research note on Wednesday, October 21st. The Goldman Sachs Group reissued a “buy” rating and set a $684.00 price target (down from $704.00) on shares of MSCI in a research report on Tuesday, October 20th. JPMorgan Chase & Co. boosted their price objective on shares of MSCI from $685.00 to $710.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 21st. Finally, William Blair set a $680.00 price objective on shares of MSCI in a report on Tuesday, October 20th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $683.69.

Get Our Latest Analysis on MSCI

MSCI 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.