MSCI Inc $MSCI Stock Bought by Banque Pictet & Cie SA

Key Points

• Banque Pictet & Cie SA increased its MSCI position by 0.8% in the third quarter, holding 390,745 shares valued at approximately $210.5 million. Institutional investors collectively own nearly 90% of MSCI’s outstanding stock.
• MSCI shares opened at $567.85, below their 52-week high of $644.77. The company’s latest quarterly results slightly missed analyst expectations, although revenue rose 12.2% year over year.
• Analysts remain broadly positive, with an average rating of “Buy” and an average price target of $701.17. MSCI also pays a quarterly dividend of $2.05, equivalent to a 1.4% annualized yield.

Banque Pictet & Cie SA grew its holdings in MSCI Inc (NYSE:MSCI - Free Report) by 0.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 390,745 shares of the technology company's stock after purchasing an additional 3,200 shares during the period. MSCI comprises approximately 1.5% of Banque Pictet & Cie SA's investment portfolio, making the stock its 14th biggest holding. Banque Pictet & Cie SA owned approximately 0.54% of MSCI worth $210,479,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Pension & Wealth Management Advisors Inc. grew its stake in shares of MSCI by 993.3% in the third quarter. Pension & Wealth Management Advisors Inc. now owns 164 shares of the technology company's stock valued at $88,000 after buying an additional 149 shares in the last quarter. V Square Quantitative Management LLC raised its stake in MSCI by 14.5% in the 3rd quarter. V Square Quantitative Management LLC now owns 768 shares of the technology company's stock valued at $414,000 after acquiring an additional 97 shares during the period. Ashurst Perkins Coie Trust Co acquired a new stake in MSCI during the 3rd quarter valued at $56,000. First Citizens Bank & Trust Co. bought a new position in MSCI during the third quarter worth $827,000. Finally, Krilogy Financial LLC boosted its position in MSCI by 50.8% during the third quarter. Krilogy Financial LLC now owns 1,424 shares of the technology company's stock worth $809,000 after purchasing an additional 480 shares during the period. Institutional investors own 89.97% of the company's stock.

MSCI Stock Performance

MSCI stock opened at $567.85 on Friday. The stock has a market capitalization of $41.28 billion, a price-to-earnings ratio of 30.89, a PEG ratio of 2.18 and a beta of 1.24. The stock's 50 day moving average price is $558.93 and its two-hundred day moving average price is $575.34. 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 analysts' consensus estimates of $4.99 by ($0.05). MSCI had a negative return on equity of 55.19% and a net margin of 40.74%. The company had revenue of $867.00 million for the quarter, compared to the consensus estimate of $870.71 million. During the same period last year, the company earned $4.17 EPS. MSCI's revenue for the quarter was up 12.2% compared to the same quarter last year. On average, equities research analysts forecast that MSCI Inc will post 19.55 EPS for the current year.

MSCI Dividend Announcement

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

Analysts Set New Price Targets

A number of research analysts have commented on the company. Wells Fargo & Company decreased their price objective on MSCI from $690.00 to $685.00 and set an "overweight" rating on the stock in a report on Tuesday, September 29th. Morgan Stanley dropped their target price on MSCI from $700.00 to $662.00 and set an "overweight" rating for the company in a report on Tuesday. Bank of America boosted their price objective on shares of MSCI from $715.00 to $730.00 and gave the company a "buy" rating in a report on Friday, July 10th. Barclays raised their price objective on MSCI from $700.00 to $735.00 and gave the stock an "overweight" rating in a research note on Friday, July 10th. Finally, Jefferies Financial Group began coverage on MSCI in a report on Friday, July 17th. They issued a "buy" rating and a $760.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating and eleven have assigned a Buy rating to the stock. Based on data from MarketBeat.com, MSCI currently has an average rating of "Buy" and an average price target of $701.17.

Insider Buying and Selling at MSCI

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

More MSCI News

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

MSCI Profile

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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