MSCI Inc $MSCI Shares Sold by Generate Investment Management Ltd

Key Points

• Generate Investment Management cut its MSCI position by 42.9% in the third quarter, selling 16,536 shares and retaining 21,978 shares valued at approximately $11.8 million.
• Institutional investors hold nearly 90% of MSCI’s stock, with major firms including BlackRock, Bamco and Mitsubishi UFJ Asset Management recently establishing positions.
• Analysts remain broadly bullish, with a consensus “Buy” rating and average price target of $705.92, despite MSCI’s latest quarterly earnings and revenue coming in slightly below expectations.

Generate Investment Management Ltd lessened its holdings in MSCI Inc (NYSE:MSCI - Free Report) by 42.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,978 shares of the technology company's stock after selling 16,536 shares during the period. Generate Investment Management Ltd's holdings in MSCI were worth $11,839,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. BlackRock Inc. acquired a new stake in shares of MSCI in the 2nd quarter valued at approximately $3,062,626,000. Bamco Inc. NY acquired a new position in MSCI during the 2nd quarter worth approximately $1,798,710,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in MSCI during the 2nd quarter worth approximately $480,613,000. Generation Investment Management LLP bought a new position in MSCI in the 2nd quarter valued at approximately $301,493,000. Finally, Legal & General Group Plc bought a new position in MSCI in the 2nd quarter valued at approximately $257,687,000. Institutional investors own 89.97% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on MSCI shares. Jefferies Financial Group began coverage on shares of MSCI in a research note on Friday, July 17th. They set a "buy" rating and a $760.00 target price on the stock. Evercore set a $722.00 price objective on MSCI in a report on Wednesday, July 22nd. UBS Group set a $615.00 price objective on MSCI in a research report on Wednesday, July 22nd. Bank of America upped their target price on MSCI from $715.00 to $730.00 and gave the stock a "buy" rating in a report on Friday, July 10th. Finally, JPMorgan Chase & Co. increased their target price on MSCI from $700.00 to $742.00 and gave the company an "overweight" rating in a research report on Monday, July 20th. One analyst has rated the stock with a Strong Buy rating and eleven have assigned a Buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Buy" and a consensus target price of $705.92.

More MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Morgan Stanley maintained an “overweight” rating on MSCI and set a $662 price target, implying meaningful upside from recent levels. Although the target was reduced from $700, the continued bullish rating provides some support for the shares. Morgan Stanley MSCI price target update
• Positive Sentiment: Analysts expect MSCI’s earnings to grow in the upcoming report, and a Zacks analysis identified factors that could support an earnings beat. Investors may be positioning ahead of the company’s scheduled quarterly results. MSCI earnings expectations
• Neutral Sentiment: Recent fund letters referenced the MSCI World Index as a benchmark, not MSCI Inc. itself. Jenga’s fund outperformed the index in the third quarter, while Lindsell Train and Guinness Sustainable Energy underperformed; these reports have limited direct impact on MSCI’s fundamentals. Jenga Investment Partners’ Q3 2026 Investor Letter
• Negative Sentiment: Global equities have recently been pressured by semiconductor weakness, rising interest-rate concerns, and investor caution ahead of U.S. earnings and inflation data. Although Asian markets later stabilized, this risk-off backdrop can weigh on premium-valued financial-data and index businesses such as MSCI. Global market update on Asian shares

MSCI Stock Down 0.4%

Shares of MSCI stock traded down $2.40 during trading hours on Wednesday, hitting $558.42. 136,531 shares of the company's stock traded hands, compared to its average volume of 629,909. The stock's 50 day simple moving average is $558.89 and its 200 day simple moving average is $574.85. The stock has a market cap of $40.60 billion, a PE ratio of 30.54, a price-to-earnings-growth ratio of 2.15 and a beta of 1.24. MSCI Inc has a 12 month low of $501.08 and a 12 month high of $644.77.

MSCI (NYSE:MSCI - Get Free Report) last issued its quarterly earnings data 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 business had revenue of $867.00 million during the quarter, compared to the consensus estimate of $870.71 million. MSCI had a negative return on equity of 55.19% and a net margin of 40.74%. The business's revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.17 EPS. As a group, equities research analysts expect that MSCI Inc will post 19.59 EPS for the current fiscal year.

MSCI Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, August 28th. Shareholders of record on Friday, August 14th were issued a dividend of $2.05 per share. The ex-dividend date of this dividend was Friday, August 14th. This represents a $8.20 annualized dividend and a yield of 1.5%. MSCI's payout ratio is presently 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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