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Three Seasons Wealth LLC Invests $823,000 in MSCI Inc. (NYSE:MSCI)

MSCI logo with Finance background

Three Seasons Wealth LLC purchased a new stake in shares of MSCI Inc. (NYSE:MSCI - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,372 shares of the technology company's stock, valued at approximately $823,000.

Several other institutional investors have also recently added to or reduced their stakes in MSCI. Compagnie Lombard Odier SCmA bought a new position in shares of MSCI in the fourth quarter worth about $41,000. Y.D. More Investments Ltd raised its stake in shares of MSCI by 122.7% in the fourth quarter. Y.D. More Investments Ltd now owns 98 shares of the technology company's stock worth $59,000 after acquiring an additional 54 shares during the last quarter. Picton Mahoney Asset Management bought a new position in shares of MSCI in the fourth quarter worth about $60,000. Private Trust Co. NA raised its stake in shares of MSCI by 46.8% in the fourth quarter. Private Trust Co. NA now owns 113 shares of the technology company's stock worth $68,000 after acquiring an additional 36 shares during the last quarter. Finally, SRS Capital Advisors Inc. raised its stake in shares of MSCI by 21.9% in the fourth quarter. SRS Capital Advisors Inc. now owns 117 shares of the technology company's stock worth $70,000 after acquiring an additional 21 shares during the last quarter. 89.97% of the stock is owned by institutional investors.

MSCI Stock Up 0.3 %

NYSE MSCI traded up $1.79 during trading on Wednesday, reaching $542.25. 220,502 shares of the stock traded hands, compared to its average volume of 539,505. The firm has a market cap of $41.95 billion, a price-to-earnings ratio of 38.57, a price-to-earnings-growth ratio of 2.61 and a beta of 1.30. The stock's 50-day moving average price is $553.60 and its 200 day moving average price is $582.76. MSCI Inc. has a fifty-two week low of $458.69 and a fifty-two week high of $642.45.

MSCI (NYSE:MSCI - Get Free Report) last issued its quarterly earnings data on Tuesday, April 22nd. The technology company reported $4.00 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.88 by $0.12. The firm had revenue of $745.83 million during the quarter, compared to analysts' expectations of $746.45 million. MSCI had a net margin of 38.83% and a negative return on equity of 156.08%. Analysts anticipate that MSCI Inc. will post 16.86 EPS for the current fiscal year.

MSCI Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 30th. Shareholders of record on Friday, May 16th will be paid a $1.80 dividend. This represents a $7.20 dividend on an annualized basis and a yield of 1.33%. The ex-dividend date is Friday, May 16th. MSCI's payout ratio is currently 49.48%.

Analyst Upgrades and Downgrades

MSCI has been the subject of a number of research analyst reports. Bank of America initiated coverage on shares of MSCI in a research note on Thursday, April 10th. They issued a "neutral" rating and a $585.00 target price for the company. Oppenheimer reiterated a "market perform" rating on shares of MSCI in a research report on Wednesday, April 23rd. Royal Bank of Canada reiterated an "outperform" rating and set a $675.00 price target on shares of MSCI in a research report on Wednesday, April 16th. Evercore ISI lowered their price target on shares of MSCI from $673.00 to $631.00 and set an "outperform" rating for the company in a research report on Wednesday, April 23rd. Finally, Wells Fargo & Company lowered their price target on shares of MSCI from $532.00 to $530.00 and set an "equal weight" rating for the company in a research report on Wednesday, April 16th. Three equities research analysts have rated the stock with a hold rating and ten have assigned a buy rating to the stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $645.36.

Get Our Latest Stock Report on MSCI

Insider Buying and Selling at MSCI

In related news, CEO Henry A. Fernandez purchased 5,300 shares of the business's stock in a transaction on Monday, February 24th. The shares were purchased at an average price of $574.51 per share, with a total value of $3,044,903.00. Following the completion of the purchase, the chief executive officer now owns 1,269,951 shares in the company, valued at $729,599,549.01. This represents a 0.42 % increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, COO Cd Baer Pettit sold 5,000 shares of MSCI stock in a transaction that occurred on Friday, April 4th. The shares were sold at an average price of $524.25, for a total transaction of $2,621,250.00. Following the completion of the transaction, the chief operating officer now directly owns 294,787 shares in the company, valued at approximately $154,542,084.75. The trade was a 1.67 % decrease in their position. The disclosure for this sale can be found here. Insiders own 3.31% of the company's stock.

About MSCI

(Free Report)

MSCI Inc, together with its subsidiaries, provides critical decision support tools and solutions for the investment community to manage investment processes worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial product, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct.

See Also

Institutional Ownership by Quarter for MSCI (NYSE:MSCI)

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