Alberta Investment Management Corp Purchases New Position in MSCI Inc $MSCI

Alberta Investment Management Corp acquired a new position in shares of MSCI Inc (NYSE:MSCI - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 13,600 shares of the technology company's stock, valued at approximately $7,617,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Mowery & Schoenfeld Wealth Management LLC boosted its stake in MSCI by 341.7% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 53 shares of the technology company's stock worth $30,000 after buying an additional 41 shares during the period. Harvest Fund Management Co. Ltd bought a new stake in MSCI in the fourth quarter worth about $30,000. Elyxium Wealth LLC purchased a new position in shares of MSCI during the fourth quarter valued at approximately $34,000. Compound Global Advisors LLC purchased a new position in shares of MSCI during the second quarter valued at approximately $34,000. Finally, SHP Wealth Management bought a new position in shares of MSCI during the fourth quarter valued at approximately $36,000. 89.97% of the stock is currently owned by hedge funds and other institutional investors.

MSCI Stock Down 0.1%

Shares of NYSE:MSCI opened at $568.45 on Monday. 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 $41.33 billion, a P/E ratio of 31.10, a price-to-earnings-growth ratio of 2.17 and a beta of 1.23. The business's 50 day moving average is $586.35 and its 200 day moving average is $574.78.

MSCI (NYSE:MSCI - Get Free Report) last issued its earnings results on Tuesday, July 21st. The technology company reported $4.94 earnings per share for the quarter, missing analysts' consensus estimates of $4.99 by ($0.05). MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. The firm had revenue of $867.00 million for the quarter, compared to the consensus estimate of $870.71 million. During the same period last year, the firm earned $4.17 earnings per share. The company's revenue for the quarter was up 12.2% on a year-over-year basis. On average, sell-side analysts anticipate that MSCI Inc will post 19.61 EPS for the current fiscal year.

MSCI Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be issued a $2.05 dividend. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, August 14th. MSCI's payout ratio is presently 44.86%.

Trending Headlines about MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI’s August index review will add 55 securities and remove 92 from the MSCI ACWI Index, generating portfolio-rebalancing activity and potential licensing and trading-related demand. The changes take effect at the close of August 31. MSCI Equity Indexes August 2026 Index Review
• Positive Sentiment: MSCI’s India review adds Laurus Labs, Lenskart Solutions, Adani Energy Solutions and Groww’s parent to relevant indexes. India’s weight in the MSCI India Standard Index is expected to rise to 11.9%, with analysts forecasting significant foreign fund inflows that reinforce MSCI’s importance to asset managers. Four Indian stocks to be added, three removed from key global index in MSCI's August rejig
• Neutral Sentiment: MSCI is consulting on a screening test that could exclude companies whose primary activity is raising capital to acquire assets such as Bitcoin rather than operating a core business. The proposal may remove Strategy and Metaplanet from MSCI indexes, but feedback is open until September 30 and no immediate financial impact on MSCI was announced. MSCI Proposes New Screening Test for Bitcoin Treasury Stocks
• Negative Sentiment: MSCI’s latest quarterly results modestly missed expectations: earnings per share came in at $4.94 versus a $4.99 consensus, while revenue was $867 million versus expectations of $870.71 million. Revenue still grew 12.2% year over year, but the miss may weigh on sentiment given the stock’s premium valuation. MSCI stock and earnings information
• Negative Sentiment: GoTo’s removal from MSCI indexes because of liquidity concerns highlights the possibility of forced selling and outflows in affected markets. While this may increase attention on MSCI’s index decisions, it could also generate criticism from companies and regulators over methodology and market impact. MSCI drops battered GoTo from stock indexes

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on MSCI shares. Evercore set a $722.00 price target on MSCI in a report on Wednesday, July 22nd. UBS Group set a $615.00 price objective on MSCI in a report on Wednesday, July 22nd. Morgan Stanley reiterated an "overweight" rating and issued a $700.00 target price on shares of MSCI in a research note on Tuesday, July 21st. Wells Fargo & Company decreased their target price on MSCI from $700.00 to $690.00 and set an "overweight" rating for the company in a research report on Wednesday, July 22nd. Finally, Raymond James Financial lifted their target price on MSCI from $730.00 to $760.00 and gave the stock a "strong-buy" rating in a research report on Wednesday, July 8th. One analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Buy" and an average target price of $709.50.

About MSCI

MSCI Inc is a global provider of investment decision support tools and services for the financial industry. The company is best known for its family of market indexes, which are widely used as benchmarks by asset managers and as the basis for exchange-traded funds and other passive products. In addition to index construction and licensing, MSCI offers portfolio analytics, risk models, factor and performance attribution tools, and a suite of data and technology solutions designed to support portfolio management and trading.

Beyond traditional indexing and risk analytics, MSCI has expanded into environmental, social and governance (ESG) research and ratings, offering data, scores and screening tools that help investors integrate sustainability considerations into investment processes.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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