MSCI Inc $MSCI Stock Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC trimmed its position in shares of MSCI Inc (NYSE:MSCI) by 98.1% during the third quarter, HoldingsChannel reports. The institutional investor owned 1,069 shares of the technology company’s stock after selling 55,225 shares during the period. Curated Wealth Partners LLC’s holdings in MSCI were worth $576,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Azzad Asset Management Inc. ADV raised its holdings in shares of MSCI by 0.7% during the 1st quarter. Azzad Asset Management Inc. ADV now owns 3,179 shares of the technology company’s stock worth $1,714,000 after buying an additional 21 shares in the last quarter. Evelyn Partners Investment Management Services Ltd raised its stake in MSCI by 1.2% during the first quarter. Evelyn Partners Investment Management Services Ltd now owns 1,907 shares of the technology company’s stock worth $1,028,000 after acquiring an additional 23 shares in the last quarter. Bridgewater Advisors Inc. raised its stake in MSCI by 5.2% during the first quarter. Bridgewater Advisors Inc. now owns 489 shares of the technology company’s stock worth $244,000 after acquiring an additional 24 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. lifted its holdings in shares of MSCI by 0.7% in the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 3,945 shares of the technology company’s stock worth $2,126,000 after acquiring an additional 26 shares during the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC boosted its stake in shares of MSCI by 11.9% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 244 shares of the technology company’s stock valued at $132,000 after purchasing an additional 26 shares in the last quarter. Institutional investors own 89.97% of the company’s stock.

Key Headlines Impacting MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI’s upcoming third-quarter results are expected to benefit from strong demand for indexes, ETF inflows and growth in private-capital products. Analysts at RBC anticipate a modest earnings beat, offering a potential near-term catalyst. MSCI earnings expectations
• Positive Sentiment: MSCI launched a consultation to move Indonesia’s indexes from emerging-market to standalone status, with a final decision expected by June 2027. Although disruptive for Indonesian markets, the process reinforces MSCI’s role as a key global benchmark provider and may increase attention to its index-governance services. MSCI Indonesia reclassification consultation
• Neutral Sentiment: MSCI is also consulting on new index-eligibility rules that could eventually remove Strategy, formerly MicroStrategy, from some indexes. Existing constituents reportedly must fail eligibility screens across two consecutive annual filing periods, so the financial impact is not immediate. Strategy index eligibility proposal
• Neutral Sentiment: MSCI froze its Turkey indexes while market-access concerns remain under review. The action demonstrates stricter methodology enforcement but could create uncertainty for index-linked products and affected clients. MSCI Turkey index freeze
• Negative Sentiment: The Indonesia proposal has triggered a sharp sell-off in Indonesian equities and raised concerns about foreign outflows. The resulting criticism and political scrutiny may increase uncertainty around MSCI’s emerging-market franchise, even though the decision is still under consultation. MSCI Indonesia downgrade warning
• Negative Sentiment: Morgan Stanley lowered its MSCI price target from $700 to $662 while maintaining an Overweight rating. The cut reflects more cautious valuation expectations ahead of earnings, despite continued analyst support. MSCI price target reduction

Insider Buying and Selling at MSCI

In related news, CFO Andrew 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 value of $256,500.00. Following the transaction, the chief financial officer directly owned 21,644 shares in the company, valued at $12,337,080. This trade represents a 2.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.76% of the stock is owned by insiders.

MSCI Stock Performance

Shares of MSCI stock opened at $567.85 on Friday. The company has a market cap of $41.28 billion, a P/E ratio of 31.06, a PEG ratio of 2.18 and a beta of 1.24. The stock has a 50 day simple moving average of $558.93 and a two-hundred day simple moving average of $575.34. MSCI Inc has a fifty-two week low of $501.08 and a fifty-two week high of $644.77.

MSCI (NYSE:MSCI) last issued its earnings results on Tuesday, July 21st. The technology company reported $4.94 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.99 by ($0.05). The company had revenue of $867.00 million for the quarter, compared to the consensus estimate of $870.71 million. MSCI had a negative return on equity of 55.19% and a net margin of 40.74%. The firm’s revenue was up 12.2% compared to the same quarter last year. During the same period in the prior year, the company earned $4.17 earnings per share. On average, research analysts predict that MSCI Inc will post 19.55 earnings per share for the current year.

MSCI Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, August 28th. Stockholders of record on Friday, August 14th were given a dividend of $2.05 per share. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, August 14th. MSCI’s dividend payout ratio is presently 44.86%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Raymond James Financial increased their price objective on shares of MSCI from $730.00 to $760.00 and gave the company a “strong-buy” rating in a research note on Wednesday, July 8th. Jefferies Financial Group initiated coverage on shares of MSCI in a research note on Friday, July 17th. They set a “buy” rating and a $760.00 target price on the stock. Wells Fargo & Company reduced their price objective on MSCI from $690.00 to $685.00 and set an “overweight” rating on the stock in a research report on Tuesday, September 29th. JPMorgan Chase & Co. lowered their target price on MSCI from $700.00 to $685.00 and set an “overweight” rating for the company in a report on Wednesday. Finally, UBS Group set a $615.00 target price on MSCI in a research report on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the company. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $701.17.

MSCI Company Profile

MSCI Inc is a global provider of investment decision-support tools and services for institutional investors, asset managers, banks, wealth managers and other financial professionals. The company is best known for its equity, fixed-income and multi-asset-class indexes, which are used as benchmarks and as the basis for investment products such as exchange-traded funds and other index-linked strategies.

In addition to indexes, MSCI provides portfolio analytics, risk-management and performance-measurement tools designed to help clients evaluate exposures, construct portfolios and manage investment risks.