MSCI Inc $MSCI Shares Sold by B. Metzler seel. Sohn & Co. AG

Key Points

• B. Metzler seel. Sohn & Co. AG reduced its stake in MSCI by 25.5% in Q4, selling 3,621 shares and leaving 10,556 shares worth about $6.06 million.
• MSCI beat Q1 expectations — EPS $4.55 vs $4.38 and revenue $850.8M vs $830.9M (revenue up ~14.1%, net margin ~40.7%) — and analysts have raised targets, with an average price target near $692.70.
• The company declared a quarterly dividend of $2.05 (ex-dividend May 15, pay May 29; yield ~1.4%), institutional ownership is about 89.97%, and insiders hold roughly 3.76% with recent buy/sell activity.

B. Metzler seel. Sohn & Co. AG lowered its holdings in MSCI Inc (NYSE:MSCI - Free Report) by 25.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,556 shares of the technology company's stock after selling 3,621 shares during the period. B. Metzler seel. Sohn & Co. AG's holdings in MSCI were worth $6,056,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Principal Financial Group Inc. boosted its holdings in shares of MSCI by 6.6% in the third quarter. Principal Financial Group Inc. now owns 1,777,749 shares of the technology company's stock worth $1,008,745,000 after buying an additional 109,287 shares during the period. Dash Acquisitions Inc. boosted its holdings in shares of MSCI by 103.6% in the third quarter. Dash Acquisitions Inc. now owns 14,958 shares of the technology company's stock worth $8,490,000 after buying an additional 7,613 shares during the period. Katamaran Capital LLP boosted its holdings in shares of MSCI by 57.1% in the third quarter. Katamaran Capital LLP now owns 4,919 shares of the technology company's stock worth $2,791,000 after buying an additional 1,788 shares during the period. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of MSCI by 37.7% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 12,228 shares of the technology company's stock worth $6,938,000 after buying an additional 3,346 shares during the period. Finally, Canoe Financial LP boosted its holdings in shares of MSCI by 12.6% in the third quarter. Canoe Financial LP now owns 209,831 shares of the technology company's stock worth $119,060,000 after buying an additional 23,500 shares during the period. 89.97% of the stock is currently owned by institutional investors and hedge funds.

MSCI Stock Performance

MSCI stock opened at $597.96 on Friday. The stock has a market cap of $43.53 billion, a P/E ratio of 34.15, a P/E/G ratio of 2.43 and a beta of 1.30. The firm has a 50 day simple moving average of $552.57 and a 200 day simple moving average of $562.22. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $626.28.

MSCI (NYSE:MSCI - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The technology company reported $4.55 EPS for the quarter, topping the consensus estimate of $4.38 by $0.17. The business had revenue of $850.80 million during the quarter, compared to analysts' expectations of $830.91 million. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The firm's quarterly revenue was up 14.1% compared to the same quarter last year. During the same period last year, the company posted $4.00 earnings per share. Sell-side analysts predict that MSCI Inc will post 19.44 EPS for the current year.

MSCI Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be issued a dividend of $2.05 per share. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, May 15th. MSCI's dividend payout ratio (DPR) is currently 46.83%.

Analysts Set New Price Targets

Several research analysts have commented on MSCI shares. Wells Fargo & Company raised their target price on shares of MSCI from $545.00 to $650.00 and gave the stock an "equal weight" rating in a report on Wednesday. Bank of America started coverage on shares of MSCI in a report on Tuesday, February 17th. They issued a "buy" rating and a $700.00 target price for the company. Raymond James Financial reiterated a "strong-buy" rating and issued a $730.00 target price on shares of MSCI in a report on Tuesday. Royal Bank Of Canada reiterated an "outperform" rating and issued a $655.00 target price on shares of MSCI in a report on Wednesday. Finally, Weiss Ratings upgraded shares of MSCI from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Buy" and an average price target of $692.70.

More MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Q1 results beat and recurring revenue strength: MSCI reported Q1 EPS and revenue ahead of consensus, driven by recurring sales in Index and Analytics segments and ~14% top-line growth — a clear operational beat supporting longer-term organic growth. MSCI Q1 earnings top consensus, aided by recurring sales in index and analytics segments
• Positive Sentiment: Analyst upgrades and higher price targets: Multiple firms have raised targets (examples include UBS, Morgan Stanley, Wells Fargo and RBC), signaling renewed analyst confidence and implying meaningful upside from current levels. UBS raises price target
• Positive Sentiment: Dividend confirmed: MSCI announced a $2.05 quarterly dividend (ex-dividend May 15), maintaining shareholder returns and supporting income-oriented investor interest.
• Neutral Sentiment: Shareholder votes completed: At the April 21 annual meeting, shareholders backed the board, executive pay plan and auditor — removes governance uncertainty for the near term. MSCI Shareholders Back Board, Pay Plan and Auditor
• Neutral Sentiment: External review unchanged: An external review found MSCI’s risk profile unchanged from its 2025 10-K, suggesting no new material disclosures are required. MSCI External Review Finds Risk Profile Unchanged
• Negative Sentiment: Index treatment for Indonesia remains unsettled: MSCI has extended its final call on Indonesia equities (index suspension/extensions and regulatory response), which can delay index inflows for Indonesian securities and create short-term revenue uncertainty for index-related products. MSCI extends final call on RI equities to June review

Insider Activity at MSCI

In other MSCI news, CFO Andrew C. Wiechmann sold 450 shares of MSCI stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $560.00, for a total value of $252,000.00. Following the completion of the sale, the chief financial officer directly owned 22,544 shares in the company, valued at $12,624,640. The trade was a 1.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Henry A. Fernandez bought 800 shares of MSCI stock in a transaction on Tuesday, February 17th. The stock was acquired at an average price of $518.95 per share, with a total value of $415,160.00. Following the completion of the purchase, the chief executive officer directly owned 1,493,847 shares of the company's stock, valued at approximately $775,231,900.65. The trade was a 0.05% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 3.76% of the company's stock.

MSCI 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.

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