Focus Partners Advisor Solutions LLC Purchases New Shares in MSCI Inc $MSCI

Key Points

• Focus Partners Advisor Solutions acquired 1,908 MSCI shares worth approximately $1.07 million during the second quarter.
• Institutional investors own nearly 90% of MSCI, with State Street, Bamco, Morgan Stanley and T. Rowe Price recently increasing their positions; Norges Bank also initiated a stake.
• MSCI reported 12.2% year-over-year revenue growth to $867 million, but narrowly missed quarterly EPS and revenue estimates. Analysts maintain a consensus “Buy” rating with a $709.50 target price, while the company declared a $2.05 quarterly dividend.

Focus Partners Advisor Solutions LLC acquired a new stake in MSCI Inc (NYSE:MSCI - Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 1,908 shares of the technology company's stock, valued at approximately $1,069,000.

Other large investors have also recently added to or reduced their stakes in the company. State Street Corp grew its stake in shares of MSCI by 1.2% in the third quarter. State Street Corp now owns 3,320,761 shares of the technology company's stock valued at $1,884,233,000 after acquiring an additional 39,450 shares in the last quarter. Bamco Inc. NY raised its stake in MSCI by 15.1% in the 4th quarter. Bamco Inc. NY now owns 2,755,747 shares of the technology company's stock worth $1,581,055,000 after purchasing an additional 361,630 shares in the last quarter. Morgan Stanley raised its stake in MSCI by 2.2% in the 4th quarter. Morgan Stanley now owns 2,467,556 shares of the technology company's stock worth $1,415,713,000 after purchasing an additional 52,242 shares in the last quarter. T. Rowe Price Investment Management Inc. boosted its holdings in MSCI by 13.2% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,446,291 shares of the technology company's stock valued at $829,781,000 after purchasing an additional 168,405 shares during the period. Finally, Norges Bank bought a new stake in MSCI in the 4th quarter valued at about $528,560,000. Institutional investors own 89.97% of the company's stock.

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

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on MSCI. Bank of America upped their target price on MSCI from $715.00 to $730.00 and gave the company a "buy" rating in a research 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. Weiss Ratings downgraded shares of MSCI from a "buy (b)" rating to a "buy (b-)" rating in a research report on Thursday, July 30th. Evercore set a $722.00 price objective on MSCI in a research report on Wednesday, July 22nd. Finally, Wells Fargo & Company lowered their price target on shares of MSCI from $700.00 to $690.00 and set an "overweight" rating for the company in a report on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Buy" and a consensus target price of $709.50.

MSCI Stock Performance

Shares of MSCI opened at $568.45 on Monday. The firm has a market cap of $41.33 billion, a PE ratio of 31.10, a price-to-earnings-growth 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. The business's 50 day moving average price is $586.35 and its two-hundred day moving average price is $574.78.

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 (EPS) for the quarter, missing analysts' consensus estimates of $4.99 by ($0.05). The company had revenue of $867.00 million for the quarter, compared to analyst estimates of $870.71 million. MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. MSCI's revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter last year, the firm posted $4.17 EPS. Research analysts predict that MSCI Inc will post 19.61 EPS for the current fiscal year.

MSCI Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be paid a dividend of $2.05 per share. The ex-dividend date is Friday, August 14th. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. MSCI's dividend payout ratio (DPR) is presently 44.86%.

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source