Empowered Funds LLC Buys 4,901 Shares of MSCI Inc $MSCI

Key Points

• Empowered Funds LLC increased its MSCI stake by 73.6% in the first quarter, purchasing 4,901 additional shares to own 11,562 shares valued at approximately $6.23 million. Institutional investors collectively hold nearly 90% of MSCI’s outstanding stock.
• MSCI’s latest quarterly results modestly missed expectations, with EPS of $4.94 versus $4.99 expected and revenue of $867 million versus $870.71 million forecast. Revenue nevertheless grew 12.2% year over year.
• Analysts remain broadly bullish, with MSCI carrying a consensus “Buy” rating and an average price target of $709.50 versus a recent share price of $568.45. The company also declared a quarterly dividend of $2.05 per share, representing a 1.4% yield.

Empowered Funds LLC increased its stake in MSCI Inc (NYSE:MSCI - Free Report) by 73.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,562 shares of the technology company's stock after purchasing an additional 4,901 shares during the period. Empowered Funds LLC's holdings in MSCI were worth $6,232,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in MSCI in the fourth quarter valued at $528,560,000. Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust bought a new stake in MSCI during the 4th quarter worth about $13,636,000. SBI Okasan Asset Management Co.Ltd. bought a new stake in MSCI during the 4th quarter worth about $1,406,000. FourThought Financial Partners LLC boosted its stake in shares of MSCI by 19.0% during the 4th quarter. FourThought Financial Partners LLC now owns 11,674 shares of the technology company's stock worth $6,697,000 after buying an additional 1,862 shares during the last quarter. Finally, MUFG Securities EMEA plc boosted its stake in shares of MSCI by 5,509.7% during the 4th quarter. MUFG Securities EMEA plc now owns 83,080 shares of the technology company's stock worth $47,665,000 after buying an additional 81,599 shares during the last quarter. Institutional investors own 89.97% of the company's stock.

MSCI Stock Performance

MSCI stock opened at $568.45 on Monday. The stock has a 50-day simple moving average of $586.35 and a 200 day simple moving average of $574.78. The stock has a market capitalization of $41.33 billion, a P/E ratio of 31.10, a PEG ratio of 2.17 and a beta of 1.23. 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 released its quarterly earnings data on Tuesday, July 21st. The technology company reported $4.94 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.99 by ($0.05). MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. The business had revenue of $867.00 million during the quarter, compared to the consensus estimate of $870.71 million. During the same quarter in the prior year, the company earned $4.17 EPS. MSCI's quarterly revenue was up 12.2% on a year-over-year basis. Research analysts forecast that MSCI Inc will post 19.61 earnings per share for the current year.

MSCI Announces Dividend

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

More MSCI News

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

Analyst Ratings Changes

Several equities analysts have recently weighed in on MSCI shares. Raymond James Financial raised their price objective on MSCI from $730.00 to $760.00 and gave the company a "strong-buy" rating in a report on Wednesday, July 8th. Jefferies Financial Group started coverage on MSCI in a research report on Friday, July 17th. They set a "buy" rating and a $760.00 price target for the company. JPMorgan Chase & Co. raised their price target on MSCI from $700.00 to $742.00 and gave the company an "overweight" rating in a research note on Monday, July 20th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $655.00 price target on shares of MSCI in a research report on Wednesday, April 22nd. Finally, Morgan Stanley reiterated an "overweight" rating and set a $700.00 price objective on shares of MSCI in a research note on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Buy" and a consensus target price of $709.50.

MSCI Company Profile

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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