Oppenheimer Asset Management Inc. Invests $9.62 Million in MSCI Inc $MSCI

Key Points

• Oppenheimer Asset Management acquired 17,171 MSCI shares worth approximately $9.62 million during the second quarter. Institutional investors and hedge funds collectively own 89.97% of MSCI.
• MSCI’s quarterly results modestly missed estimates, with EPS of $4.94 versus $4.99 expected and revenue of $867 million versus $870.71 million, although revenue increased 12.2% year over year.
• Analysts maintain a generally positive outlook, with an average “Buy” rating and a $709.50 target price. MSCI also declared a quarterly dividend of $2.05 per share, equivalent to an annualized yield of about 1.4%.

Oppenheimer Asset Management Inc. 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 17,171 shares of the technology company's stock, valued at approximately $9,616,000.

Several other large investors also recently modified their holdings of the company. Mowery & Schoenfeld Wealth Management LLC lifted its holdings in MSCI by 341.7% in the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 53 shares of the technology company's stock valued at $30,000 after buying an additional 41 shares during the period. Harvest Fund Management Co. Ltd acquired a new stake in MSCI during the 4th quarter worth about $30,000. Elyxium Wealth LLC bought a new position in shares of MSCI in the 4th quarter worth about $34,000. SHP Wealth Management bought a new position in shares of MSCI in the 4th quarter worth about $36,000. Finally, Strategic Wealth Investment Group LLC bought a new position in shares of MSCI in the 2nd quarter worth about $36,000. 89.97% of the stock is currently owned by institutional investors and hedge funds.

Key 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

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. Raymond James Financial upped their target price on MSCI from $730.00 to $760.00 and gave the company a "strong-buy" rating in a research report on Wednesday, July 8th. Rothschild & Co Redburn set a $690.00 target price on MSCI in a report on Thursday, June 18th. UBS Group set a $615.00 price target on MSCI in a research note on Wednesday, July 22nd. Weiss Ratings cut MSCI from a "buy (b)" rating to a "buy (b-)" rating in a report on Thursday, July 30th. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and set a $655.00 price objective on shares of MSCI in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating and eleven have issued a Buy rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Buy" and an average target price of $709.50.

MSCI Price Performance

MSCI opened at $568.45 on Friday. MSCI Inc has a fifty-two week low of $501.08 and a fifty-two week high of $644.77. The firm has a market capitalization of $41.33 billion, a PE ratio of 31.10, a P/E/G ratio of 2.19 and a beta of 1.23. The company's 50-day moving average is $586.35 and its 200 day moving average is $574.92.

MSCI (NYSE:MSCI - Get Free Report) last announced its quarterly earnings results 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 net margin of 40.74% and a negative return on equity of 55.19%. MSCI's revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the business posted $4.17 EPS. As a group, analysts expect that MSCI Inc will post 19.61 EPS for the current year.

MSCI Announces Dividend

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

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