Groupama Asset Managment Lowers Holdings in MSCI Inc $MSCI

Groupama Asset Managment trimmed its stake in shares of MSCI Inc (NYSE:MSCI) by 43.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,063 shares of the technology company’s stock after selling 1,564 shares during the period. Groupama Asset Managment’s holdings in MSCI were worth $1,171,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Pinnacle Bancorp Inc. acquired a new position in MSCI in the third quarter valued at approximately $27,000. Root Financial Partners LLC acquired a new stake in shares of MSCI during the 3rd quarter worth approximately $28,000. Strategic Wealth Investment Group LLC acquired a new stake in shares of MSCI during the 2nd quarter worth approximately $36,000. JPL Wealth Management LLC purchased a new position in shares of MSCI during the 3rd quarter valued at approximately $36,000. Finally, Westside Investment Management Inc. increased its holdings in shares of MSCI by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 68 shares of the technology company’s stock valued at $38,000 after purchasing an additional 34 shares in the last quarter. 89.97% of the stock is currently owned by hedge funds and other institutional investors.

MSCI Stock Performance

MSCI stock opened at $552.11 on Friday. The stock has a market capitalization of $40.57 billion, a P/E ratio of 35.19, a P/E/G ratio of 2.27 and a beta of 1.29. The company’s fifty day moving average price is $566.01 and its 200 day moving average price is $564.35. MSCI Inc has a 1 year low of $486.73 and a 1 year high of $626.28.

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

MSCI Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were given a dividend of $2.05 per share. This is a boost from MSCI’s previous quarterly dividend of $1.80. The ex-dividend date was Friday, February 13th. This represents a $8.20 annualized dividend and a dividend yield of 1.5%. MSCI’s payout ratio is currently 52.26%.

MSCI News Summary

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Raymond James upgraded MSCI to a “Strong‑Buy” with a materially higher target, which can lift demand from retail and institutional investors and support short‑term upside. Article Title
• Positive Sentiment: MSCI’s recent results and payout actions reinforce cash generation: the company beat Q4 estimates on EPS and revenue and recently raised its quarterly dividend (annualized $8.20), improving income investor appeal and signaling confidence in free cash flow. Article Title
• Positive Sentiment: Corporate customers continue to reference MSCI benchmarks in marketing and rankings (e.g., Cushman & Wakefield), underscoring ongoing demand for MSCI’s index and data services that drive recurring license revenue. Article Title
• Neutral Sentiment: MSCI research on geopolitical index exposures (e.g., commentary about Iran‑related risks) raises awareness of index composition risks; this increases media attention but doesn’t directly change MSCI’s revenue model. Article Title
• Neutral Sentiment: Several fund commentaries and letters (e.g., Longleaf, Columbia, Goldman Sachs fund notes) reference MSCI benchmarks; routine visibility in manager reports confirms the firm’s central role but is unlikely by itself to move fundamentals. Article Title
• Negative Sentiment: MSCI CFO Andrew Wiechmann sold 450 shares (~$560 avg) on Mar 17, reducing his holding by ~1.96%. While small in scale relative to his remaining stake, insider selling can create short‑term negative sentiment for some investors. Article Title

Analyst Ratings Changes

A number of analysts recently issued reports on MSCI shares. Evercore increased their price target on shares of MSCI from $655.00 to $690.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Wells Fargo & Company lifted their price objective on shares of MSCI from $590.00 to $618.00 and gave the company an “equal weight” rating in a report on Thursday, January 29th. UBS Group set a $638.00 price objective on shares of MSCI in a research report on Wednesday, January 28th. Bank of America began coverage on shares of MSCI in a research note on Tuesday, February 17th. They set a “buy” rating and a $700.00 target price on the stock. Finally, Weiss Ratings cut MSCI from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, March 13th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, MSCI presently has an average rating of “Moderate Buy” and an average price target of $674.00.

Insider Activity

In related news, CEO Henry A. Fernandez purchased 6,000 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were purchased at an average cost of $524.18 per share, with a total value of $3,145,080.00. Following the purchase, the chief executive officer owned 1,493,047 shares of the company’s stock, valued at $782,625,376.46. This represents a 0.40% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Andrew C. Wiechmann sold 450 shares of MSCI stock in a transaction dated 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 sale, the chief financial officer owned 22,544 shares in the company, valued at approximately $12,624,640. The trade was a 1.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.31% of the stock is owned by corporate insiders.

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.