MUFG Securities EMEA plc Purchases 81,599 Shares of MSCI Inc $MSCI

MUFG Securities EMEA plc raised its position in shares of MSCI Inc (NYSE:MSCI) by 5,509.7% in the fourth quarter, HoldingsChannel reports. The firm owned 83,080 shares of the technology company’s stock after buying an additional 81,599 shares during the quarter. MUFG Securities EMEA plc’s holdings in MSCI were worth $47,665,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in MSCI. Mowery & Schoenfeld Wealth Management LLC grew its stake 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 purchasing an additional 41 shares during the period. Eagle Bay Advisors LLC purchased a new position in shares of MSCI during the 4th quarter valued at about $34,000. Elyxium Wealth LLC bought a new position in shares of MSCI during the 4th quarter valued at approximately $34,000. Strategic Wealth Investment Group LLC bought a new position in shares of MSCI during the 2nd quarter valued at approximately $36,000. Finally, JPL Wealth Management LLC bought a new position in shares of MSCI during the 3rd quarter valued at approximately $36,000. 89.97% of the stock is currently owned by institutional investors.

MSCI News Roundup

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI was the subject of a Wells Fargo upgrade, with one article arguing the stock still looks reasonable after the move and that AI demand could support future growth. A Look At MSCI (NYSE:MSCI) Valuation After Wells Fargo Upgrade And AI Demand Tailwinds
• Neutral Sentiment: MSCI’s rebalancing changes prompted large market moves in India, including sharp declines in the Sensex and Nifty as passive funds adjusted holdings. These articles explain the mechanics of the index rebalance and the resulting volatility, but they do not indicate a direct hit to MSCI’s own fundamentals. The MSCI rebalancing candle: Here’s why Sensex fell 850 points in 10 minutes today
• Neutral Sentiment: Additional coverage from Indian financial outlets said the MSCI rebalancing led to outsized foreign-fund outflows and a broad market drop, underscoring MSCI’s influence on global index flows rather than its core business performance. FIIs pull out massive Rs 20,637 crore in single day on Friday. What led to this sharp exit?

MSCI Trading Up 0.6%

NYSE MSCI opened at $630.39 on Friday. The stock’s 50 day moving average is $570.01 and its 200 day moving average is $567.12. MSCI Inc has a 12 month low of $501.08 and a 12 month high of $640.27. The stock has a market cap of $45.89 billion, a PE ratio of 36.00, a P/E/G ratio of 2.38 and a beta of 1.24.

MSCI (NYSE:MSCI) last posted its quarterly earnings results on Tuesday, April 21st. The technology company reported $4.55 EPS for the quarter, topping analysts’ consensus estimates of $4.38 by $0.17. MSCI had a negative return on equity of 65.48% and a net margin of 40.74%.The company had revenue of $850.80 million for the quarter, compared to analysts’ expectations of $830.91 million. During the same period in the previous year, the firm earned $4.00 EPS. The firm’s revenue was up 14.1% compared to the same quarter last year. On average, analysts forecast that MSCI Inc will post 19.62 EPS for the current fiscal year.

MSCI Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Friday, May 15th were issued a $2.05 dividend. The ex-dividend date of this dividend was Friday, May 15th. This represents a $8.20 dividend on an annualized basis and a yield of 1.3%. MSCI’s payout ratio is currently 46.83%.

Insider Buying and Selling

In related news, insider Alvise J. Munari sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $592.04, for a total value of $5,920,400.00. Following the transaction, the insider directly owned 23,548 shares of the company’s stock, valued at approximately $13,941,357.92. The trade was a 29.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Andrew C. Wiechmann sold 450 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $560.00, for a total value of $252,000.00. Following the completion of the transaction, the chief financial officer directly owned 22,544 shares in the company, valued at approximately $12,624,640. This represents a 1.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.76% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Morgan Stanley boosted their price objective on MSCI from $719.00 to $727.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Weiss Ratings upgraded MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, May 18th. Bank of America assumed coverage on MSCI in a research note on Tuesday, February 17th. They set a “buy” rating and a $700.00 price objective for the company. Raymond James Financial reiterated a “strong-buy” rating and set a $730.00 price objective on shares of MSCI in a research note on Tuesday, April 21st. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $655.00 price objective on shares of MSCI in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating and ten have assigned a Buy rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $697.70.

About MSCI

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.