MSCI Inc $MSCI Shares Acquired by Cat Rock Capital Management LP

Cat Rock Capital Management LP increased its holdings in MSCI Inc (NYSE:MSCI) by 19.1% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 50,005 shares of the technology company’s stock after purchasing an additional 8,012 shares during the quarter. MSCI comprises about 6.5% of Cat Rock Capital Management LP’s portfolio, making the stock its 6th biggest holding. Cat Rock Capital Management LP’s holdings in MSCI were worth $28,005,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. BlackRock Inc. acquired a new position in MSCI during the 2nd quarter worth $3,062,626,000. State Street Corp raised its stake in shares of MSCI by 1.2% during the third quarter. State Street Corp now owns 3,320,761 shares of the technology company’s stock valued at $1,884,233,000 after purchasing an additional 39,450 shares in the last quarter. Bamco Inc. NY bought a new stake in shares of MSCI during the second quarter valued at about $1,798,710,000. Morgan Stanley lifted its holdings in MSCI by 2.2% in the fourth quarter. Morgan Stanley now owns 2,467,556 shares of the technology company’s stock worth $1,415,713,000 after purchasing an additional 52,242 shares during the period. Finally, T. Rowe Price Investment Management Inc. lifted its holdings in MSCI by 13.2% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,446,291 shares of the technology company’s stock worth $829,781,000 after purchasing an additional 168,405 shares during the period. Institutional investors own 89.97% of the company’s stock.

MSCI Price Performance

MSCI stock opened at $572.02 on Tuesday. The firm has a market cap of $41.59 billion, a PE ratio of 31.29, a P/E/G ratio of 2.18 and a beta of 1.23. MSCI Inc has a 12 month low of $501.08 and a 12 month high of $644.77. The firm has a 50 day simple moving average of $579.34 and a 200 day simple moving average of $573.62.

MSCI (NYSE:MSCI) last posted its quarterly 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 business had revenue of $867.00 million during the quarter, compared to analyst estimates of $870.71 million. MSCI had a negative return on equity of 55.19% and a net margin of 40.74%.The company’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter last year, the firm posted $4.17 EPS. As a group, sell-side analysts expect that MSCI Inc will post 19.61 earnings per share for the current year.

MSCI Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Wells Fargo & Company lowered their target price on shares of MSCI from $700.00 to $690.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 22nd. Morgan Stanley reaffirmed an “overweight” rating and issued a $700.00 price target on shares of MSCI in a research note on Tuesday, July 21st. Rothschild & Co Redburn set a $690.00 price objective on shares of MSCI in a report on Thursday, June 18th. UBS Group set a $615.00 price objective on shares of MSCI in a research note on Wednesday, July 22nd. Finally, Barclays increased their price target on MSCI from $700.00 to $735.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. One investment analyst has rated the stock with a Strong Buy rating and eleven have assigned a Buy rating to the company’s stock. According to data from MarketBeat, MSCI currently has a consensus rating of “Buy” and an average price target of $709.50.

Key Stories Impacting MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI implemented its periodic Saudi-market index changes and its August review across India, generating substantial passive-fund trading. India’s closing-auction session recorded roughly ₹39,718 crore in turnover, or about 22% of total cash-market activity, highlighting the scale and influence of MSCI’s benchmarks. MSCI implements periodic changes in Saudi market today
• Positive Sentiment: Index additions including Sandisk, Groww, Lenskart, Laurus Labs and Adani Energy are expected to attract passive inflows, while index changes to other constituents drove billions of dollars in repositioning. The activity underscores MSCI’s pricing power and strategic importance to institutional investors. Sandisk to join the MSCI World Index
• Neutral Sentiment: India’s new closing-auction mechanism handled its first major MSCI rebalance, with approximately $4 billion of flows and sharp late-session swings. The successful processing of large institutional orders supports confidence in MSCI’s benchmark ecosystem, but the event primarily affects market infrastructure and constituent stocks rather than MSCI’s near-term revenue. MSCI rebalance to test India’s new closing auction
• Negative Sentiment: Broader risk sentiment remained cautious after Asian equities and MSCI’s Asia-Pacific gauge declined amid a more hawkish interest-rate outlook. This may weigh on valuation-sensitive financial-data and index businesses, despite MSCI’s recurring-revenue model. Asian stocks drop on hawkish outlook

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.