MSCI Inc $MSCI Shares Sold by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA trimmed its position in MSCI Inc (NYSE:MSCI) by 5.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,631 shares of the technology company’s stock after selling 1,509 shares during the quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in MSCI were worth $13,268,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Azzad Asset Management Inc. ADV raised its holdings in shares of MSCI by 0.7% during the first quarter. Azzad Asset Management Inc. ADV now owns 3,179 shares of the technology company’s stock valued at $1,714,000 after acquiring an additional 21 shares during the period. Evelyn Partners Investment Management Services Ltd boosted its stake in MSCI by 1.2% in the 1st quarter. Evelyn Partners Investment Management Services Ltd now owns 1,907 shares of the technology company’s stock worth $1,028,000 after purchasing an additional 23 shares during the period. Bridgewater Advisors Inc. boosted its stake in MSCI by 5.2% in the 1st quarter. Bridgewater Advisors Inc. now owns 489 shares of the technology company’s stock worth $244,000 after purchasing an additional 24 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. boosted its stake in MSCI by 0.7% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 3,945 shares of the technology company’s stock worth $2,126,000 after purchasing an additional 26 shares during the period. Finally, Annis Gardner Whiting Capital Advisors LLC grew its position in MSCI by 11.9% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 244 shares of the technology company’s stock worth $132,000 after purchasing an additional 26 shares in the last quarter. 89.97% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, CFO Andrew Wiechmann sold 450 shares of the business’s stock in a transaction on Monday, October 12th. The shares were sold at an average price of $570.00, for a total transaction of $256,500.00. Following the transaction, the chief financial officer directly owned 21,644 shares in the company, valued at $12,337,080. The trade was a 2.04% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.76% of the stock is owned by company insiders.

MSCI Stock Performance

MSCI stock opened at $615.06 on Monday. The firm has a 50 day simple moving average of $562.17 and a 200 day simple moving average of $577.65. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $644.77. The stock has a market cap of $43.98 billion, a P/E ratio of 32.56, a P/E/G ratio of 2.38 and a beta of 1.24.

MSCI (NYSE:MSCI) last released its quarterly earnings data on Tuesday, October 20th. The technology company reported $5.11 earnings per share for the quarter, beating the consensus estimate of $5.03 by $0.08. The firm had revenue of $892.00 million for the quarter, compared to analyst estimates of $887.83 million. MSCI had a net margin of 40.31% and a negative return on equity of 50.69%. The company’s revenue for the quarter was up 12.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.47 EPS. Sell-side analysts predict that MSCI Inc will post 19.62 EPS for the current year.

MSCI Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, November 27th. Shareholders of record on Friday, November 13th will be paid a dividend of $2.05 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.3%. MSCI’s dividend payout ratio (DPR) is 43.41%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the stock. UBS Group set a $615.00 target price on shares of MSCI in a research note on Wednesday, July 22nd. Wells Fargo & Company raised their target price on MSCI from $685.00 to $720.00 and gave the stock an “overweight” rating in a research report on Wednesday. The Goldman Sachs Group reiterated a “buy” rating and set a $684.00 price target on shares of MSCI in a report on Tuesday, October 20th. JPMorgan Chase & Co. upped their price target on MSCI from $685.00 to $710.00 and gave the company an “overweight” rating in a research report on Wednesday, October 21st. Finally, Evercore set a $722.00 price objective on MSCI in a research note on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating and twelve have issued a Buy rating to the company. According to MarketBeat.com, MSCI presently has an average rating of “Buy” and an average target price of $691.93.

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

MSCI Profile

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.