Hantz Financial Services Inc. Sells 3,747 Shares of MSCI Inc $MSCI

Hantz Financial Services Inc. decreased its stake in MSCI Inc (NYSE:MSCI) by 11.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,421 shares of the technology company’s stock after selling 3,747 shares during the period. Hantz Financial Services Inc.’s holdings in MSCI were worth $16,694,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MSCI. Norges Bank bought a new position in shares of MSCI in the 2nd quarter valued at $547,348,000. Baillie Gifford & Co. increased its holdings in MSCI by 91.8% in the 3rd quarter. Baillie Gifford & Co. now owns 691,554 shares of the technology company’s stock worth $392,395,000 after purchasing an additional 331,040 shares in the last quarter. Magellan Asset Management Ltd bought a new position in MSCI in the second quarter valued at about $175,912,000. Banque Pictet & Cie SA acquired a new stake in shares of MSCI during the third quarter valued at about $145,986,000. Finally, JPMorgan Chase & Co. grew its holdings in shares of MSCI by 27.7% during the second quarter. JPMorgan Chase & Co. now owns 786,321 shares of the technology company’s stock worth $453,513,000 after purchasing an additional 170,551 shares during the last quarter. Institutional investors own 89.97% of the company’s stock.

MSCI News Summary

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Analyst upgrade — A Seeking Alpha write-up highlights a rating upgrade for MSCI on signs that growth is reaccelerating, citing stronger revenue and EPS trends that support MSCI’s long-term subscription/index licensing model. MSCI: Rating Upgrade As Growth Reaccelerates
• Neutral Sentiment: Scheduled index review — MSCI announced its February 2026 Index Review results will be released Feb 10; index rebalances can move passive flows but this is a routine event that markets already price in. MSCI February Index Review Announcement Scheduled for February 10, 2026
• Neutral Sentiment: ETF structural change — An Xtrackers MSCI Singapore ETF will add an SGD trading line on SGX; operational/ETF changes tied to MSCI indexes are incremental for MSCI’s licensing income, not material short-term drivers. Xtrackers MSCI Singapore ETF to Add SGD Trading Line on SGX
• Negative Sentiment: Regulatory meeting and ambiguity — MSCI said it had “no comment” after meeting with Indonesian officials; the lack of clarity is feeding uncertainty about potential index status changes and how MSCI manages regulator pressure. Index provider MSCI has no comment following Indonesia meeting
• Negative Sentiment: Market fallout in Indonesia — Multiple reports show Indonesian equities plunged (~5%) and lost roughly $80B after the potential MSCI downgrade/reshuffle story; that volatility raises investor concern about index governance, potential outflows from MSCI-indexed funds, and reputational/regulatory risk. Indonesian stocks fall 5% after last week’s dramatic shake-up, $80 billion rout
• Negative Sentiment: Local regulator engagement — Coverage of meetings between Indonesia’s financial regulator (OJK), IDX and MSCI underscores political and operational pressure that could complicate future index decisions and public perception. OJK Shares Results of Today’s Meeting with IDX and MSCI
• Negative Sentiment: Critical commentary — Opinion pieces argue MSCI’s “nuclear option” rhetoric and potential haircut of Indonesian holdings create broader concern about index methodology and sovereign/regulatory fallout, which can amplify near-term volatility for MSCI shares. The MSCI’s ‘nuclear option’ is a bluff. The coming haircut is not

Analyst Ratings Changes

MSCI has been the subject of several recent research reports. UBS Group set a $638.00 price objective on MSCI in a research note on Wednesday, January 28th. JPMorgan Chase & Co. upped their price target on shares of MSCI from $655.00 to $680.00 and gave the company an “overweight” rating in a research report on Wednesday, October 29th. Wells Fargo & Company raised their price target on shares of MSCI from $590.00 to $618.00 and gave the company an “equal weight” rating in a research note on Thursday, January 29th. Weiss Ratings upgraded shares of MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, January 16th. Finally, Evercore ISI increased their price objective on MSCI from $655.00 to $690.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Eight analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, MSCI has an average rating of “Moderate Buy” and an average target price of $659.00.

MSCI Trading Down 7.1%

Shares of MSCI opened at $580.18 on Wednesday. The firm’s fifty day simple moving average is $574.93 and its two-hundred day simple moving average is $566.48. MSCI Inc has a 12 month low of $486.73 and a 12 month high of $626.28. The stock has a market capitalization of $43.59 billion, a P/E ratio of 36.98, a price-to-earnings-growth ratio of 2.63 and a beta of 1.29.

MSCI (NYSE:MSCI) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.66 earnings per share for the quarter, topping the consensus estimate of $4.62 by $0.04. MSCI had a negative return on equity of 82.59% and a net margin of 38.36%.The firm had revenue of $822.53 million during the quarter, compared to analyst estimates of $819.51 million. During the same period last year, the company posted $4.18 EPS. The business’s quarterly revenue was up 10.6% on a year-over-year basis. As a group, research analysts predict that MSCI Inc will post 16.86 EPS for the current fiscal year.

MSCI Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be issued a dividend of $2.05 per share. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, February 13th. This is a positive change from MSCI’s previous quarterly dividend of $1.80. MSCI’s dividend payout ratio (DPR) is currently 45.89%.

MSCI declared that its board has authorized a share repurchase program on Tuesday, October 28th that permits the company to buyback $3.00 billion in outstanding shares. This buyback authorization permits the technology company to repurchase up to 7.1% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its shares are undervalued.

Insider Transactions at MSCI

In related news, CEO Henry A. Fernandez purchased 2,290 shares of the firm’s stock in a transaction on Friday, December 5th. The stock was purchased at an average cost of $536.17 per share, with a total value of $1,227,829.30. Following the completion of the purchase, the chief executive officer owned 335,069 shares in the company, valued at approximately $179,653,945.73. This trade represents a 0.69% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Andrew C. Wiechmann sold 450 shares of the company’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $550.00, for a total transaction of $247,500.00. Following the transaction, the chief financial officer owned 21,639 shares in the company, valued at $11,901,450. This represents a 2.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 3.31% 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.