MSCI Inc $MSCI Stock Sold by Generate Investment Management Ltd

Generate Investment Management Ltd lowered its holdings in shares of MSCI Inc (NYSE:MSCI) by 42.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,978 shares of the technology company’s stock after selling 16,536 shares during the period. Generate Investment Management Ltd’s holdings in MSCI were worth $11,839,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of MSCI. Burkett Financial Services LLC boosted its stake in MSCI by 200.0% during the third quarter. Burkett Financial Services LLC now owns 48 shares of the technology company’s stock worth $26,000 after acquiring an additional 32 shares in the last quarter. Ancora Advisors LLC acquired a new stake in shares of MSCI in the 2nd quarter valued at about $27,000. Compound Global Advisors LLC bought a new stake in MSCI in the 2nd quarter valued at about $34,000. SHP Wealth Management bought a new stake in MSCI in the 4th quarter valued at about $36,000. Finally, Whipplewood Advisors LLC bought a new stake in MSCI in the 1st quarter valued at about $39,000. 89.97% of the stock is currently owned by institutional investors.

MSCI News Roundup

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Morgan Stanley maintained an “overweight” rating on MSCI and set a $662 price target, implying meaningful upside from recent levels. Although the target was reduced from $700, the continued bullish rating provides some support for the shares. Morgan Stanley MSCI price target update
• Positive Sentiment: Analysts expect MSCI’s earnings to grow in the upcoming report, and a Zacks analysis identified factors that could support an earnings beat. Investors may be positioning ahead of the company’s scheduled quarterly results. MSCI earnings expectations
• Neutral Sentiment: Recent fund letters referenced the MSCI World Index as a benchmark, not MSCI Inc. itself. Jenga’s fund outperformed the index in the third quarter, while Lindsell Train and Guinness Sustainable Energy underperformed; these reports have limited direct impact on MSCI’s fundamentals. Jenga Investment Partners’ Q3 2026 Investor Letter
• Negative Sentiment: Global equities have recently been pressured by semiconductor weakness, rising interest-rate concerns, and investor caution ahead of U.S. earnings and inflation data. Although Asian markets later stabilized, this risk-off backdrop can weigh on premium-valued financial-data and index businesses such as MSCI. Global market update on Asian shares

Analyst Ratings Changes

A number of research analysts recently weighed in on MSCI shares. Evercore set a $722.00 price target on MSCI in a research note on Wednesday, July 22nd. UBS Group set a $615.00 price target on shares of MSCI in a research note on Wednesday, July 22nd. Rothschild & Co Redburn set a $690.00 target price on shares of MSCI in a research report on Thursday, June 18th. JPMorgan Chase & Co. boosted their price objective on MSCI from $700.00 to $742.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. Finally, Bank of America raised their target price on MSCI from $715.00 to $730.00 and gave the company a “buy” rating in a report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $705.92.

MSCI Stock Down 0.4%

MSCI stock traded down $2.40 during trading on Wednesday, reaching $558.42. The stock had a trading volume of 136,531 shares, compared to its average volume of 629,909. The company has a market capitalization of $40.60 billion, a price-to-earnings ratio of 30.54, a P/E/G ratio of 2.15 and a beta of 1.24. The company’s 50 day moving average is $558.89 and its two-hundred day moving average is $574.85. MSCI Inc has a one year low of $501.08 and a one year high of $644.77.

MSCI (NYSE:MSCI) last announced its quarterly earnings data on Tuesday, July 21st. The technology company reported $4.94 earnings per share (EPS) 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 the consensus estimate of $870.71 million. MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the company earned $4.17 EPS. As a group, research analysts predict that MSCI Inc will post 19.59 earnings per share for the current fiscal year.

MSCI Dividend Announcement

The company also recently declared 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 1.5%. The ex-dividend date of this dividend was Friday, August 14th. MSCI’s dividend payout ratio is currently 44.86%.

MSCI 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.