Madison Asset Management LLC Buys Shares of 70,672 MSCI Inc $MSCI

Madison Asset Management LLC purchased a new stake in MSCI Inc (NYSE:MSCI) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 70,672 shares of the technology company’s stock, valued at approximately $40,100,000. Madison Asset Management LLC owned approximately 0.09% of MSCI as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Pinnacle Bancorp Inc. acquired a new stake in shares of MSCI in the 3rd quarter valued at $27,000. Root Financial Partners LLC bought a new position in MSCI during the third quarter valued at about $28,000. Strategic Wealth Investment Group LLC acquired a new stake in shares of MSCI in the second quarter worth about $36,000. Westside Investment Management Inc. boosted its stake in shares of MSCI by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 68 shares of the technology company’s stock worth $38,000 after acquiring an additional 34 shares in the last quarter. Finally, Eastern Bank bought a new stake in shares of MSCI during the 3rd quarter worth about $50,000. 89.97% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other MSCI news, CEO Henry A. Fernandez acquired 2,290 shares of MSCI stock in a transaction dated Friday, December 5th. The stock was bought at an average cost of $536.17 per share, with a total value of $1,227,829.30. Following the acquisition, the chief executive officer owned 335,069 shares of the company’s stock, valued at approximately $179,653,945.73. The trade was a 0.69% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Andrew C. Wiechmann sold 450 shares of MSCI 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 sale, the chief financial officer owned 21,639 shares in the company, valued at approximately $11,901,450. This trade represents a 2.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 3.31% of the company’s stock.

MSCI Stock Performance

NYSE MSCI opened at $515.63 on Wednesday. MSCI Inc has a twelve month low of $486.73 and a twelve month high of $626.28. The stock has a market cap of $37.88 billion, a PE ratio of 32.86, a PEG ratio of 2.35 and a beta of 1.29. The firm has a 50-day simple moving average of $574.47 and a 200 day simple moving average of $566.76.

MSCI (NYSE:MSCI) last issued its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.66 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analyst estimates of $819.51 million. During the same period in the previous year, the company posted $4.18 earnings per share. The company’s quarterly revenue was up 10.6% compared to the same quarter last year. Research analysts forecast that MSCI Inc will post 16.86 earnings per share for the current fiscal year.

MSCI announced that its board has authorized a stock repurchase plan on Tuesday, October 28th that authorizes the company to repurchase $3.00 billion in outstanding shares. This repurchase authorization authorizes the technology company to purchase up to 7.1% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its stock is undervalued.

MSCI Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a $2.05 dividend. This represents a $8.20 annualized dividend and a yield of 1.6%. This is an increase from MSCI’s previous quarterly dividend of $1.80. The ex-dividend date of this dividend is Friday, February 13th. MSCI’s dividend payout ratio (DPR) is 45.89%.

Key Headlines Impacting MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI completed its February 2026 Index Review — the routine but revenue‑bearing rebalance underscores MSCI’s recurring index business and the firm’s central role in global passive allocation flows. This supports the company’s steady fee stream from index licensing and data services. MSCI Equity Indexes February 2026 Index Review
• Positive Sentiment: Pony.ai’s addition to the MSCI China Index highlights MSCI indexes’ continued influence on capital flows and market structure — high‑profile inclusions increase index relevance and may sustain demand for MSCI’s product suite from institutional clients. Pony AI Joins MSCI China Index As First Robotaxi Constituent
• Neutral Sentiment: Multiple country and sector adjustments (India additions, China heavy additions, small‑cap shuffles) are being widely reported — these are normal index mechanics that create predictable buy/sell flows for affected securities but do not change MSCI’s business model. MSCI Rejig: 7 Smallcap Stocks Included in Latest Shuffle
• Neutral Sentiment: Analysts and local press are estimating large, concentrated inflows into newly included names (e.g., AU Small Finance, Aditya Birla Capital) — important for affected issuers, but the net impact on MSCI’s financials is low‑margin and spread over time. MSCI Global Standard Index February Rejig: Nuvama expects over $500 million inflow
• Negative Sentiment: Investor reaction may reflect technical selling and profit‑taking: the stock is trading below its 50‑ and 200‑day moving averages (background data), which can prompt quant/ETF-related outflows and amplify short‑term weakness. No direct fundamental change in MSCI’s core business was announced. (Background: MSCI price/moving average data).
• Negative Sentiment: Market commentary and the UBS conference transcript may have contained cautious tone or forward questions about growth cadence for index/data revenue — such conference takeaways can trigger re‑rating if investors expected more aggressive guidance. MSCI Presents at UBS Financial Services Conference 2026 Transcript
• Negative Sentiment: Geopolitical and market‑structure stories (e.g., freeze of reviews or country‑specific index changes) add uncertainty around market access and the timing/size of future index flows in certain regions. Analysis: MSCI freezes Indonesia review, raises specter of rating downgrade

Analysts Set New Price Targets

Several research firms recently weighed in on MSCI. Weiss Ratings upgraded MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, January 16th. Raymond James Financial reissued an “outperform” rating and issued a $690.00 price target on shares of MSCI in a research report on Monday, January 12th. UBS Group set a $638.00 price objective on shares of MSCI in a research note on Wednesday, January 28th. Wells Fargo & Company raised their target price 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. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $715.00 target price on shares of MSCI in a report on Thursday, January 29th. Eight equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $659.00.

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.