3,256 MSCI Inc $MSCI Shares Sold by Sumitomo Mitsui DS Asset Management Company Ltd

Key Points

• Sumitomo Mitsui DS Asset Management reduced its MSCI position by 8.4%, selling 3,256 shares and retaining 35,735 shares valued at approximately $19.25 million. Institutional investors collectively own 89.97% of MSCI.
• MSCI exceeded quarterly expectations, reporting $5.11 earnings per share and $892 million in revenue, with revenue up 12.4% year over year.
• The company declared a quarterly dividend of $2.05 per share, while analysts maintained a consensus “Buy” rating and an average price target of $692.71.

Sumitomo Mitsui DS Asset Management Company Ltd cut its position in shares of MSCI Inc (NYSE:MSCI - Free Report) by 8.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 35,735 shares of the technology company's stock after selling 3,256 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd's holdings in MSCI were worth $19,249,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of MSCI. BlackRock Inc. purchased a new position in shares of MSCI in the second quarter valued at $3,062,626,000. Bamco Inc. NY acquired a new stake in MSCI in the 2nd quarter valued at about $1,798,710,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in MSCI in the 2nd quarter valued at about $480,613,000. Generation Investment Management LLP acquired a new stake in MSCI in the 2nd quarter valued at about $301,493,000. Finally, Legal & General Group Plc purchased a new position in MSCI during the 2nd quarter valued at about $257,687,000. 89.97% of the stock is currently owned by hedge funds and other institutional investors.

MSCI Stock Up 5.3%

MSCI opened at $593.09 on Wednesday. The firm has a market cap of $43.12 billion, a P/E ratio of 30.26, a PEG ratio of 2.14 and a beta of 1.24. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $644.77. The business's fifty day simple moving average is $559.56 and its 200 day simple moving average is $576.20.

MSCI (NYSE:MSCI - Get Free Report) last announced its earnings results 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. MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. The firm had revenue of $892.00 million during the quarter, compared to the consensus estimate of $887.83 million. During the same quarter in the previous year, the company posted $4.47 EPS. The firm's revenue for the quarter was up 12.4% on a year-over-year basis. As a group, equities analysts expect that MSCI Inc will post 19.55 EPS for the current fiscal year.

MSCI Announces Dividend

The company also recently declared 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. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, November 13th. MSCI's dividend payout ratio (DPR) is currently 44.86%.

Analyst Ratings Changes

A number of equities analysts have issued reports on the stock. Wells Fargo & Company cut their target price on shares of MSCI from $690.00 to $685.00 and set an "overweight" rating for the company in a research report on Tuesday, September 29th. Barclays upped their price target on shares of MSCI from $700.00 to $735.00 and gave the company an "overweight" rating in a report on Friday, July 10th. UBS Group set a $615.00 price objective on shares of MSCI in a research note on Wednesday, July 22nd. JPMorgan Chase & Co. dropped their price objective on shares of MSCI from $700.00 to $685.00 and set an "overweight" rating for the company in a research note on Wednesday, October 14th. Finally, Bank of America lifted their price objective on MSCI from $715.00 to $730.00 and gave the stock a "buy" rating in a research report on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating and twelve have issued a Buy rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus target price of $692.71.

More MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Quarterly results exceeded expectations. MSCI reported revenue of $892 million, up 12.4% year over year and ahead of the approximately $888 million consensus estimate. Adjusted EPS of $5.11 also topped analyst expectations, compared with $4.47 a year earlier. MSCI Reports Financial Results for Third Quarter and Nine Months 2026
• Positive Sentiment: Index and asset-based fee growth was particularly strong. Index revenue rose 18.1%, supported by a 24.9% increase in asset-based fees. Record ETF assets of $2.90 trillion and strong recurring sales commentary reinforced expectations for continued demand for MSCI’s benchmarks and investment data. MSCI Jumps After Q3 Revenue Beat Led by Its Index Business
• Positive Sentiment: Capital returns remained supportive. The board declared a quarterly dividend of $2.05 per share, equal to $8.20 annually and an indicated yield of about 1.4%. MSCI also repurchased hundreds of millions of dollars of stock during the quarter and through October 19. MSCI stock and dividend details
• Neutral Sentiment: Free cash flow declined, although management affirmed its free-cash-flow guidance. Investors will likely monitor whether the stronger earnings and asset-based fee trends translate into sustained cash generation. MSCI Q3 Earnings Surpass Estimates
• Negative Sentiment: MSCI’s warning regarding Indonesia’s market classification has contributed to turmoil in Indonesian equities and could create reputational or political scrutiny for the index provider. However, the developments are not a direct change to MSCI’s financial guidance and were outweighed by the earnings beat in the day’s trading. MSCI’s case against Indonesian stocks

Insider Activity

In other news, CFO Andrew Wiechmann sold 450 shares of MSCI stock in a transaction dated Monday, October 12th. The shares were sold at an average price of $570.00, for a total transaction of $256,500.00. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.76% of the stock is owned by corporate insiders.

MSCI Company 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.

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