Oppenheimer Asset Management Inc. Makes New $9.62 Million Investment in MSCI Inc $MSCI

Oppenheimer Asset Management Inc. bought a new position in MSCI Inc (NYSE:MSCI) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 17,171 shares of the technology company’s stock, valued at approximately $9,616,000.

Several other institutional investors and hedge funds also recently made changes to their positions in MSCI. Empowered Funds LLC increased its stake in MSCI by 7.6% in the 1st quarter. Empowered Funds LLC now owns 2,003 shares of the technology company’s stock valued at $1,133,000 after buying an additional 142 shares during the last quarter. Woodline Partners LP lifted its position in shares of MSCI by 39.0% during the 1st 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 lifted its position in shares of MSCI by 20.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,052 shares of the technology company’s stock worth $607,000 after buying an additional 182 shares in the last quarter. Treasurer of the State of North Carolina boosted its stake in shares of MSCI by 1.0% in the 2nd quarter. Treasurer of the State of North Carolina now owns 35,130 shares of the technology company’s stock worth $20,261,000 after buying an additional 344 shares during the last quarter. Finally, Osterweis Capital Management Inc. purchased a new position in shares of MSCI in the 2nd quarter worth approximately $88,000. Hedge funds and other institutional investors own 89.97% of the company’s stock.

MSCI Stock Down 1.2%

MSCI stock opened at $568.45 on Friday. The firm has a 50 day moving average price of $586.35 and a 200-day moving average price of $574.92. MSCI Inc has a twelve month low of $501.08 and a twelve month high of $644.77. The company has a market capitalization of $41.33 billion, a P/E ratio of 31.10, a P/E/G ratio of 2.19 and a beta of 1.23.

MSCI (NYSE:MSCI) last posted its quarterly earnings results on Tuesday, July 21st. The technology company reported $4.94 EPS for the quarter, missing analysts’ consensus estimates of $4.99 by ($0.05). MSCI had a negative return on equity of 55.19% and a net margin of 40.74%.The company had revenue of $867.00 million during the quarter, compared to the consensus estimate of $870.71 million. During the same period last year, the firm posted $4.17 EPS. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. Equities analysts expect that MSCI Inc will post 19.61 EPS for the current fiscal year.

MSCI Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be given a $2.05 dividend. This represents a $8.20 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Friday, August 14th. MSCI’s dividend payout ratio (DPR) is currently 44.86%.

MSCI News Summary

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI’s August index review will add 55 securities and remove 92 from the MSCI ACWI Index, generating portfolio-rebalancing activity and potential licensing and trading-related demand. The changes take effect at the close of August 31. MSCI Equity Indexes August 2026 Index Review
• Positive Sentiment: MSCI’s India review adds Laurus Labs, Lenskart Solutions, Adani Energy Solutions and Groww’s parent to relevant indexes. India’s weight in the MSCI India Standard Index is expected to rise to 11.9%, with analysts forecasting significant foreign fund inflows that reinforce MSCI’s importance to asset managers. Four Indian stocks to be added, three removed from key global index in MSCI’s August rejig
• Neutral Sentiment: MSCI is consulting on a screening test that could exclude companies whose primary activity is raising capital to acquire assets such as Bitcoin rather than operating a core business. The proposal may remove Strategy and Metaplanet from MSCI indexes, but feedback is open until September 30 and no immediate financial impact on MSCI was announced. MSCI Proposes New Screening Test for Bitcoin Treasury Stocks
• Negative Sentiment: MSCI’s latest quarterly results modestly missed expectations: earnings per share came in at $4.94 versus a $4.99 consensus, while revenue was $867 million versus expectations of $870.71 million. Revenue still grew 12.2% year over year, but the miss may weigh on sentiment given the stock’s premium valuation. MSCI stock and earnings information
• Negative Sentiment: GoTo’s removal from MSCI indexes because of liquidity concerns highlights the possibility of forced selling and outflows in affected markets. While this may increase attention on MSCI’s index decisions, it could also generate criticism from companies and regulators over methodology and market impact. MSCI drops battered GoTo from stock indexes

Wall Street Analysts Forecast Growth

A number of analysts recently commented on MSCI shares. Bank of America increased their price target on MSCI from $715.00 to $730.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Royal Bank Of Canada reissued an “outperform” rating and issued a $655.00 price objective on shares of MSCI in a research report on Wednesday, April 22nd. Rothschild & Co Redburn set a $690.00 price objective on MSCI in a research note on Thursday, June 18th. Wells Fargo & Company reduced their price objective on MSCI from $700.00 to $690.00 and set an “overweight” rating for the company in a research note on Wednesday, July 22nd. Finally, Barclays raised 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. One investment analyst has rated the stock with a Strong Buy rating and eleven have given a Buy rating to the company’s stock. According to data from MarketBeat, MSCI presently has a consensus rating of “Buy” and a consensus target price of $709.50.

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.