California Public Employees Retirement System Has $80.94 Million Holdings in MSCI Inc $MSCI

Key Points

• California Public Employees Retirement System reduced its MSCI stake by 23% in the first quarter, but still held 150,157 shares valued at about $80.94 million.
• MSCI reported better-than-expected Q1 earnings, with EPS of $4.55 and revenue of $850.8 million, both ahead of analyst estimates and up 14.1% year over year.
• Wall Street remains bullish on the stock, with multiple firms raising targets; the consensus rating is Buy and the average price target stands at $713.50.

California Public Employees Retirement System cut its stake in MSCI Inc (NYSE:MSCI - Free Report) by 23.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 150,157 shares of the technology company's stock after selling 44,763 shares during the period. California Public Employees Retirement System owned 0.21% of MSCI worth $80,936,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Mowery & Schoenfeld Wealth Management LLC increased its holdings in shares of MSCI by 341.7% in the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 53 shares of the technology company's stock valued at $30,000 after purchasing an additional 41 shares in the last quarter. Harvest Fund Management Co. Ltd acquired a new position in MSCI during the 4th quarter worth $30,000. Eagle Bay Advisors LLC acquired a new position in MSCI during the 4th quarter worth $34,000. Elyxium Wealth LLC bought a new position in MSCI in the 4th quarter valued at $34,000. Finally, SHP Wealth Management bought a new position in MSCI in the 4th quarter valued at $36,000. 89.97% of the stock is currently owned by institutional investors and hedge funds.

MSCI Stock Performance

Shares of MSCI stock opened at $628.83 on Monday. The firm has a fifty day moving average of $596.88 and a two-hundred day moving average of $576.84. The stock has a market capitalization of $45.78 billion, a price-to-earnings ratio of 35.91, a PEG ratio of 2.27 and a beta of 1.24. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $644.77.

MSCI (NYSE:MSCI - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The technology company reported $4.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.38 by $0.17. MSCI had a negative return on equity of 65.48% and a net margin of 40.74%.The business had revenue of $850.80 million for the quarter, compared to analyst estimates of $830.91 million. During the same period last year, the company earned $4.00 EPS. The firm's revenue was up 14.1% on a year-over-year basis. As a group, research analysts forecast that MSCI Inc will post 19.84 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on MSCI. Rothschild & Co Redburn set a $690.00 target price on MSCI in a research report on Thursday, June 18th. Wells Fargo & Company upgraded MSCI from an "equal weight" rating to an "overweight" rating and raised their price target for the company from $650.00 to $700.00 in a report on Wednesday, May 27th. Jefferies Financial Group assumed coverage on MSCI in a research report on Friday. They issued a "buy" rating and a $760.00 price objective for the company. Bank of America boosted their price objective on MSCI from $715.00 to $730.00 and gave the stock a "buy" rating in a report on Friday, July 10th. Finally, Weiss Ratings upgraded shares of MSCI from a "buy (b-)" rating to a "buy (b)" rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating and eleven have given a Buy rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Buy" and a consensus price target of $713.50.

More MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Jefferies initiated coverage on MSCI with a Buy rating and a $760 price target, implying meaningful upside from current levels and signaling continued confidence in the company’s long-term growth profile.
• Positive Sentiment: Analysts heading into MSCI’s Q2 report are pointing to double-digit revenue growth, supported by strong index demand, record asset-based fees, and AI-driven product launches, which could reinforce the company’s earnings momentum.
• Neutral Sentiment: Several articles discuss the upcoming MSCI India index review and possible additions/removals that could trigger about $2.3 billion in passive flows. These headlines are about MSCI’s index methodology and market impact, but they are not a direct operating update for MSCI itself.
• Neutral Sentiment: Technical commentary on Direxion MSCI Emerging Markets ETFs highlights trading interest tied to the MSCI Emerging Markets Index, but this appears to be more about market products linked to MSCI benchmarks than a fundamental change in MSCI’s business.
• Negative Sentiment: Investors may also be holding back ahead of MSCI’s Q2 earnings release, since the stock is trading near recent highs and expectations are already elevated, leaving room for volatility if results or guidance disappoint.

Insiders Place Their Bets

In other MSCI news, insider Alvise J. Munari sold 10,000 shares of the stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $592.04, for a total value of $5,920,400.00. Following the transaction, the insider owned 23,548 shares of the company's stock, valued at approximately $13,941,357.92. This represents a 29.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 3.76% of the company's stock.

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.

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