Curated Wealth Partners LLC Sells 55,225 Shares of MSCI Inc $MSCI

Key Points

• Curated Wealth Partners LLC cut its MSCI stake by 98.1% in the third quarter, selling 55,225 shares and retaining 1,069 shares worth approximately $576,000. Institutional investors collectively own 89.97% of MSCI.
• Wall Street remains broadly positive, with a consensus “Buy” rating and an average price target of $701.17, although Morgan Stanley recently lowered its target to $662.
• MSCI shares opened at $567.85, while the company reported 12.2% year-over-year revenue growth in its latest quarter despite narrowly missing earnings and revenue estimates. MSCI also pays a quarterly dividend of $2.05, equivalent to a 1.4% yield.

Curated Wealth Partners LLC decreased its holdings in MSCI Inc (NYSE:MSCI - Free Report) by 98.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,069 shares of the technology company's stock after selling 55,225 shares during the quarter. Curated Wealth Partners LLC's holdings in MSCI were worth $576,000 as of its most recent filing with the SEC.

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

Insider Transactions at MSCI

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

MSCI News Summary

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI’s upcoming third-quarter results are expected to benefit from strong demand for indexes, ETF inflows and growth in private-capital products. Analysts at RBC anticipate a modest earnings beat, offering a potential near-term catalyst. MSCI earnings expectations
• Positive Sentiment: MSCI launched a consultation to move Indonesia’s indexes from emerging-market to standalone status, with a final decision expected by June 2027. Although disruptive for Indonesian markets, the process reinforces MSCI’s role as a key global benchmark provider and may increase attention to its index-governance services. MSCI Indonesia reclassification consultation
• Neutral Sentiment: MSCI is also consulting on new index-eligibility rules that could eventually remove Strategy, formerly MicroStrategy, from some indexes. Existing constituents reportedly must fail eligibility screens across two consecutive annual filing periods, so the financial impact is not immediate. Strategy index eligibility proposal
• Neutral Sentiment: MSCI froze its Turkey indexes while market-access concerns remain under review. The action demonstrates stricter methodology enforcement but could create uncertainty for index-linked products and affected clients. MSCI Turkey index freeze
• Negative Sentiment: The Indonesia proposal has triggered a sharp sell-off in Indonesian equities and raised concerns about foreign outflows. The resulting criticism and political scrutiny may increase uncertainty around MSCI’s emerging-market franchise, even though the decision is still under consultation. MSCI Indonesia downgrade warning
• Negative Sentiment: Morgan Stanley lowered its MSCI price target from $700 to $662 while maintaining an Overweight rating. The cut reflects more cautious valuation expectations ahead of earnings, despite continued analyst support. MSCI price target reduction

Wall Street Analyst Weigh In

MSCI has been the topic of several recent research reports. Evercore set a $722.00 target price on shares of MSCI in a research note on Wednesday, July 22nd. JPMorgan Chase & Co. lowered their price target on shares of MSCI from $700.00 to $685.00 and set an "overweight" rating for the company in a research report on Wednesday. Jefferies Financial Group started coverage on shares of MSCI in a research note on Friday, July 17th. They set a "buy" rating and a $760.00 price target for the company. Weiss Ratings lowered shares of MSCI from a "buy (b)" rating to a "buy (b-)" rating in a report on Thursday, July 30th. Finally, Morgan Stanley cut their price objective on shares of MSCI from $700.00 to $662.00 and set an "overweight" rating on the stock in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Buy" and a consensus target price of $701.17.

MSCI Price Performance

Shares of MSCI opened at $567.85 on Friday. The company's 50-day moving average is $558.93 and its 200-day moving average is $575.34. The firm has a market capitalization of $41.28 billion, a PE ratio of 31.06, a PEG ratio of 2.18 and a beta of 1.24. MSCI Inc has a fifty-two week low of $501.08 and a fifty-two week high of $644.77.

MSCI (NYSE:MSCI - Get Free Report) last released its quarterly earnings results on Tuesday, July 21st. The technology company reported $4.94 earnings per share for the quarter, missing the consensus estimate of $4.99 by ($0.05). The company had revenue of $867.00 million during the quarter, compared to the consensus estimate of $870.71 million. MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. The firm's revenue was up 12.2% compared to the same quarter last year. During the same period in the prior year, the company earned $4.17 earnings per share. Analysts predict that MSCI Inc will post 19.55 earnings per share for the current fiscal year.

MSCI Dividend Announcement

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

About MSCI

MSCI Inc is a global provider of investment decision-support tools and services for institutional investors, asset managers, banks, wealth managers and other financial professionals. The company is best known for its equity, fixed-income and multi-asset-class indexes, which are used as benchmarks and as the basis for investment products such as exchange-traded funds and other index-linked strategies.

In addition to indexes, MSCI provides portfolio analytics, risk-management and performance-measurement tools designed to help clients evaluate exposures, construct portfolios and manage investment risks.

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