Tandem Investment Advisors Inc. Acquires Shares of 894 MSCI Inc $MSCI

Tandem Investment Advisors Inc. acquired a new position in MSCI Inc (NYSE:MSCI) in the 3rd quarter, Holdings Channel reports. The institutional investor acquired 894 shares of the technology company’s stock, valued at approximately $507,000.

Other institutional investors have also recently modified their holdings of the company. Empowered Funds LLC grew its stake in MSCI by 7.6% during the first quarter. Empowered Funds LLC now owns 2,003 shares of the technology company’s stock worth $1,133,000 after buying an additional 142 shares in the last quarter. Woodline Partners LP increased its holdings in shares of MSCI by 39.0% during the first quarter. Woodline Partners LP now owns 6,585 shares of the technology company’s stock worth $3,724,000 after buying an additional 1,846 shares in the last quarter. Sivia Capital Partners LLC raised its position in MSCI by 20.9% in the second quarter. Sivia Capital Partners LLC now owns 1,052 shares of the technology company’s stock valued at $607,000 after purchasing an additional 182 shares during the last quarter. V Square Quantitative Management LLC boosted its position in MSCI by 16.9% during the 2nd quarter. V Square Quantitative Management LLC now owns 513 shares of the technology company’s stock worth $296,000 after buying an additional 74 shares during the period. Finally, GC Wealth Management RIA LLC bought a new stake in shares of MSCI in the second quarter worth $228,000. 89.97% of the stock is currently owned by institutional investors.

Insider Transactions at MSCI

In related news, General Counsel Robert J. Gutowski sold 624 shares of the stock in a transaction on Monday, November 24th. The stock was sold at an average price of $558.42, for a total value of $348,454.08. Following the transaction, the general counsel owned 15,945 shares of the company’s stock, valued at $8,904,006.90. This represents a 3.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Henry A. Fernandez acquired 10,210 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The shares were purchased at an average cost of $536.13 per share, for a total transaction of $5,473,887.30. Following the completion of the acquisition, the chief executive officer owned 1,487,047 shares in the company, valued at $797,250,508.11. This represents a 0.69% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.31% of the stock is owned by insiders.

MSCI Stock Performance

Shares of NYSE MSCI opened at $606.96 on Friday. The stock has a market cap of $45.61 billion, a PE ratio of 38.68, a price-to-earnings-growth ratio of 2.62 and a beta of 1.30. MSCI Inc has a fifty-two week low of $486.73 and a fifty-two week high of $621.38. The stock has a fifty day moving average of $572.29 and a 200-day moving average of $565.91.

MSCI (NYSE:MSCI) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.62 by $0.04. The firm had revenue of $822.53 million for the quarter, compared to the consensus estimate of $819.51 million. MSCI had a net margin of 38.36% and a negative return on equity of 82.59%. The company’s revenue for the quarter was up 10.6% on a year-over-year basis. During the same period in the prior year, the firm posted $4.18 earnings per share. On average, sell-side analysts predict that MSCI Inc will post 16.86 EPS for the current year.

MSCI declared that its board has approved a stock buyback program on Tuesday, October 28th that authorizes the company to repurchase $3.00 billion in outstanding shares. This repurchase authorization authorizes the technology company to buy up to 7.1% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s management believes its shares are undervalued.

MSCI Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a dividend of $2.05 per share. The ex-dividend date is Friday, February 13th. This is a positive change from MSCI’s previous quarterly dividend of $1.80. This represents a $8.20 annualized dividend and a yield of 1.4%. MSCI’s dividend payout ratio (DPR) is presently 45.63%.

Trending Headlines about MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Evercore ISI raised its price target to $690 and kept an Outperform rating, signaling strong buy-side conviction and a ~13.7% upside from the current price. Evercore price target raise
• Positive Sentiment: MSCI announced a meaningful dividend hike — quarterly payout raised to $2.05 (a ~13.9% increase vs. prior), supporting yield and income-oriented investor interest. Dividend hikes article
• Positive Sentiment: Operational strength: Q4 showed sticky demand (93% retention), revenue up ~10.6% Y/Y and an EPS beat (reported $4.66 vs. $4.62 consensus), supporting long-term subscription and asset-fee growth thesis. Retention / demand article
• Neutral Sentiment: Full Q4 financials: revenue $822.5M, net margin ~40%, and EPS growth vs. prior year — results largely in line with expectations but with mixed underlying line-item trends. Investors should review the slide deck/press release for segment-level drivers. BusinessWire results
• Negative Sentiment: Company signaled higher full-year expenses and offered softer 2026 guidance, which, combined with the modest EPS beat, pressured the stock despite positive fundamentals. Guidance / reaction article
• Negative Sentiment: Index governance controversy: MSCI paused a rebalancing related to Indonesia, triggering market moves and drawing government scrutiny — a reputational/regulatory risk that can create near-term headlines and client/government friction. Reuters on Indonesia action

Analysts Set New Price Targets

MSCI has been the subject of several analyst reports. Barclays restated an “overweight” rating on shares of MSCI in a report on Thursday. Raymond James Financial restated an “outperform” rating and set a $690.00 price objective on shares of MSCI in a report on Monday, January 12th. Weiss Ratings raised shares of MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, January 16th. Evercore ISI lifted their price objective on shares of MSCI from $655.00 to $690.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $715.00 price target on shares of MSCI in a research report on Thursday. Eight research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, MSCI presently has an average rating of “Moderate Buy” and a consensus price target of $659.00.

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.