Rockefeller Capital Management L.P. Has $4.07 Million Stock Holdings in MSCI Inc $MSCI

Rockefeller Capital Management L.P. increased its stake in shares of MSCI Inc (NYSE:MSCI) by 54.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 7,100 shares of the technology company’s stock after buying an additional 2,510 shares during the period. Rockefeller Capital Management L.P.’s holdings in MSCI were worth $4,074,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. PICTET BANK & TRUST Ltd increased its stake in shares of MSCI by 116.8% during the fourth quarter. PICTET BANK & TRUST Ltd now owns 5,150 shares of the technology company’s stock worth $2,955,000 after purchasing an additional 2,775 shares during the period. SBI Okasan Asset Management Co.Ltd. acquired a new stake in MSCI during the 4th quarter worth approximately $1,406,000. Vinva Investment Management Ltd boosted its stake in MSCI by 34.3% in the 3rd quarter. Vinva Investment Management Ltd now owns 80,689 shares of the technology company’s stock valued at $45,981,000 after purchasing an additional 20,606 shares during the period. Norges Bank bought a new stake in MSCI in the 4th quarter valued at $528,560,000. Finally, Bank Pictet & Cie Europe AG grew its holdings in MSCI by 70.2% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 26,665 shares of the technology company’s stock valued at $15,299,000 after buying an additional 11,000 shares in the last quarter. Institutional investors and hedge funds own 89.97% of the company’s stock.

MSCI Trading Up 2.2%

NYSE MSCI opened at $556.63 on Friday. The firm has a market capitalization of $40.52 billion, a price-to-earnings ratio of 31.79, a P/E/G ratio of 2.09 and a beta of 1.24. The firm’s 50 day simple moving average is $591.79 and its 200 day simple moving average is $572.37. MSCI Inc has a 1 year low of $501.08 and a 1 year high of $644.68.

MSCI (NYSE:MSCI) last announced its quarterly earnings data on Tuesday, April 21st. The technology company reported $4.55 EPS for the quarter, beating the consensus estimate of $4.38 by $0.17. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The business had revenue of $850.80 million during the quarter, compared to the consensus estimate of $830.91 million. During the same period in the previous year, the business earned $4.00 earnings per share. The company’s revenue was up 14.1% on a year-over-year basis. On average, equities research analysts forecast that MSCI Inc will post 19.62 earnings per share for the current year.

MSCI Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were issued a dividend of $2.05 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.5%. MSCI’s payout ratio is 46.83%.

Analyst Upgrades and Downgrades

MSCI has been the topic of several recent research reports. UBS Group increased their price objective on MSCI from $710.00 to $720.00 and gave the stock a “buy” rating in a research report on Wednesday, April 22nd. Rothschild & Co Redburn set a $690.00 price target on shares of MSCI in a research note on Thursday, June 18th. Wells Fargo & Company raised shares of MSCI from an “equal weight” rating to an “overweight” rating and raised their price target for the stock from $650.00 to $700.00 in a research report on Wednesday, May 27th. Weiss Ratings cut shares of MSCI from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 15th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $655.00 price objective on shares of MSCI in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating and ten have assigned a Buy rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $697.00.

Insider Activity at MSCI

In related news, insider Alvise J. Munari sold 10,000 shares of the company’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $592.04, for a total transaction of $5,920,400.00. Following the completion of the sale, the insider directly owned 23,548 shares in the company, valued at $13,941,357.92. This represents a 29.81% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 3.76% of the company’s stock.

MSCI News Summary

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI said it will acquire climate-risk data and analytics provider First Street for $120 million in cash, expanding its physical climate-risk capabilities and adding property-level and geospatial data tools that could strengthen its long-term product offering. MSCI to acquire climate risk data company First Street
• Neutral Sentiment: MSCI also drew attention for its role in ongoing index classification debates, with new coverage focused on South Korea’s market status and why MSCI still considers it an emerging market. These articles are more about MSCI’s benchmark methodology and may support the company’s visibility, but they are not a direct earnings driver. South Korea Has the World’s Hottest Stock Market: Why Does MSCI Still Call It ‘Emerging’?
• Negative Sentiment: Shares fell as investors weighed whether the First Street deal will deliver enough near-term return on investment, especially amid broader weakness in growth and market-data names. The move came despite MSCI’s recent quarter showing solid revenue and run-rate growth, suggesting the decline is more sentiment- and valuation-driven than tied to a fundamental miss. MSCI slides as investors weigh new acquisition against broader growth-stock pressure

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.