MSCI Inc $MSCI Holdings Trimmed by Inspire Investing LLC

Inspire Investing LLC lessened its holdings in shares of MSCI Inc (NYSE:MSCI) by 19.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,915 shares of the technology company’s stock after selling 4,154 shares during the quarter. Inspire Investing LLC’s holdings in MSCI were worth $9,111,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in MSCI. Burkett Financial Services LLC increased its stake in shares of MSCI by 200.0% in 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 during the last quarter. Ancora Advisors LLC purchased a new stake in shares of MSCI during the second quarter worth $27,000. Compound Global Advisors LLC acquired a new stake in MSCI during the second quarter valued at $34,000. Whipplewood Advisors LLC acquired a new stake in MSCI during the first quarter valued at $39,000. Finally, Washington Trust Advisors Inc. acquired a new stake in MSCI during the second quarter valued at $41,000. Institutional investors and hedge funds own 89.97% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on MSCI. Bank of America upped their target price on MSCI from $715.00 to $730.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. JPMorgan Chase & Co. lifted their price target on MSCI from $685.00 to $710.00 and gave the company an “overweight” rating in a report on Wednesday. Jefferies Financial Group reissued a “buy” rating and issued a $680.00 price target on shares of MSCI in a research note on Wednesday. Barclays boosted 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. Finally, William Blair set a $680.00 price objective on MSCI in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating and twelve have assigned a Buy rating to the stock. Based on data from MarketBeat, MSCI has a consensus rating of “Buy” and an average target price of $691.93.

Insider Activity at MSCI

In other news, CFO Andrew Wiechmann sold 450 shares of MSCI stock in a transaction that occurred on Monday, October 12th. The shares were sold at an average price of $570.00, for a total value of $256,500.00. Following the transaction, the chief financial officer owned 21,644 shares of the company’s stock, valued at $12,337,080. This trade represents a 2.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.76% of the stock is currently owned by corporate insiders.

MSCI Stock Performance

MSCI opened at $615.06 on Friday. The company has a market cap of $43.98 billion, a PE ratio of 32.56, a price-to-earnings-growth ratio of 2.40 and a beta of 1.24. The stock has a 50-day moving average of $562.17 and a 200-day moving average of $577.42. MSCI Inc has a 52-week low of $501.08 and a 52-week high of $644.77.

MSCI (NYSE:MSCI) last issued its quarterly earnings data on Tuesday, October 20th. The technology company reported $5.11 EPS for the quarter, beating analysts’ consensus estimates of $5.03 by $0.08. MSCI had a negative return on equity of 50.69% and a net margin of 40.31%. The business had revenue of $892.00 million for the quarter, compared to analyst estimates of $887.83 million. During the same quarter in the prior year, the firm posted $4.47 EPS. The firm’s revenue for the quarter was up 12.4% on a year-over-year basis. On average, research analysts predict that MSCI Inc will post 19.60 earnings per share for the current year.

MSCI Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Shareholders of record on Friday, November 13th will be issued a dividend of $2.05 per share. This represents a $8.20 annualized dividend and a yield of 1.3%. The ex-dividend date is Friday, November 13th. MSCI’s dividend payout ratio (DPR) is 44.86%.

Trending Headlines about MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Q3 earnings exceeded expectations. MSCI reported adjusted EPS of $5.11 versus the $5.03 consensus estimate, while revenue rose 12.4% year over year to $892 million, above forecasts. Management also highlighted continued growth in AI-related products, recurring subscriptions and diversified client demand. MSCI Q3 2026 Earnings Call Transcript
• Positive Sentiment: Analyst support remains favorable. JPMorgan raised its price target, while RBC reaffirmed an Outperform rating. Other sell-side analysts have maintained Buy ratings, suggesting confidence in MSCI’s earnings growth and high-margin business model. JPMorgan price target update
• Neutral Sentiment: Indonesia’s regulator imposed significant enforcement penalties. Record fines totaling about $117 million for market-manipulation and IPO-disclosure violations could address MSCI’s transparency concerns, but the impact on the final market-classification decision remains uncertain. Indonesia market violation fines
• Negative Sentiment: The proposed Indonesia downgrade is creating political and reputational risk. MSCI’s warning that Indonesia could be reclassified from an emerging market to a standalone market triggered a local stock-market selloff and public criticism from President Prabowo. Investors may worry about pressure on MSCI’s relationships with governments and index-linked fund flows, although the issue is not expected to materially change MSCI’s near-term financial results. Indonesia downgrade controversy
• Negative Sentiment: Valuation and fund-selling add pressure. MSCI trades at a premium earnings multiple, and Polen Capital disclosed that it exited its MSCI position to fund a Meta Platforms investment. This reinforces concerns that much of MSCI’s strong growth outlook is already reflected in the stock price. Polen Capital exits MSCI

About MSCI

MSCI Inc (NYSE:MSCI) is a global provider of investment decision-support tools and services for institutional investors, asset managers, banks and other financial institutions. The company is best known for developing equity, fixed-income and multi-asset indexes used to benchmark portfolios and support the creation of investment products such as exchange-traded funds.

In addition to its indexes, MSCI provides portfolio analytics, risk-management and performance-attribution tools, as well as research and data covering environmental, social and governance factors, climate risk and sustainable investing.