Dockside LLC Makes New Investment in MSCI Inc $MSCI

Dockside LLC purchased a new stake in shares of MSCI Inc (NYSE:MSCI) during the 2nd quarter, Holdings Channel.com reports. The fund purchased 6,832 shares of the technology company’s stock, valued at approximately $3,826,000. MSCI accounts for approximately 0.9% of Dockside LLC’s investment portfolio, making the stock its 29th largest holding.

Other hedge funds have also modified their holdings of the company. Norges Bank bought a new stake in MSCI during the fourth quarter valued at about $528,560,000. Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust bought a new position in shares of MSCI in the fourth quarter worth about $13,636,000. SBI Okasan Asset Management Co.Ltd. bought a new position in shares of MSCI in the fourth quarter worth about $1,406,000. FourThought Financial Partners LLC grew its position in shares of MSCI by 19.0% during the fourth quarter. FourThought Financial Partners LLC now owns 11,674 shares of the technology company’s stock worth $6,697,000 after purchasing an additional 1,862 shares in the last quarter. Finally, MUFG Securities EMEA plc grew its position in shares of MSCI by 5,509.7% during the fourth quarter. MUFG Securities EMEA plc now owns 83,080 shares of the technology company’s stock worth $47,665,000 after purchasing an additional 81,599 shares in the last quarter. 89.97% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on MSCI shares. Bank of America boosted their price target on MSCI from $715.00 to $730.00 and gave the stock a “buy” rating in a report on Friday, July 10th. JPMorgan Chase & Co. boosted their target price on shares of MSCI from $700.00 to $742.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. Wells Fargo & Company dropped their target price on shares of MSCI from $700.00 to $690.00 and set an “overweight” rating for the company in a research report on Wednesday, July 22nd. Raymond James Financial raised their target price 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. Finally, Rothschild & Co Redburn set a $690.00 price target on shares of MSCI in a report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating and eleven have given a Buy rating to the stock. According to data from MarketBeat.com, MSCI currently has an average rating of “Buy” and a consensus target price of $709.50.

Key Stories Impacting MSCI

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

MSCI Price Performance

NYSE:MSCI opened at $568.45 on Friday. The company has a market cap of $41.33 billion, a price-to-earnings ratio of 31.10, a PEG ratio of 2.19 and a beta of 1.23. MSCI Inc has a 1 year low of $501.08 and a 1 year high of $644.77. The stock’s 50 day simple moving average is $586.35 and its two-hundred day simple moving average is $574.92.

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

MSCI Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be issued a $2.05 dividend. The ex-dividend date is Friday, August 14th. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.4%. MSCI’s payout ratio is 44.86%.

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.