Dock Street Asset Management Inc. Reduces Stock Position in MSCI Inc $MSCI

Dock Street Asset Management Inc. trimmed its holdings in MSCI Inc (NYSE:MSCI) by 6.3% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 29,562 shares of the technology company’s stock after selling 1,988 shares during the period. MSCI comprises approximately 1.7% of Dock Street Asset Management Inc.’s holdings, making the stock its 20th largest holding. Dock Street Asset Management Inc.’s holdings in MSCI were worth $15,934,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in MSCI. Norges Bank acquired a new stake in shares of MSCI during the fourth quarter worth approximately $528,560,000. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of MSCI by 499.3% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 874,882 shares of the technology company’s stock worth $496,417,000 after buying an additional 728,900 shares during the last quarter. Bamco Inc. NY raised its holdings in MSCI by 15.1% in the fourth quarter. Bamco Inc. NY now owns 2,755,747 shares of the technology company’s stock valued at $1,581,055,000 after acquiring an additional 361,630 shares in the last quarter. Banque Pictet & Cie SA raised its holdings in MSCI by 103.3% in the fourth quarter. Banque Pictet & Cie SA now owns 523,035 shares of the technology company’s stock valued at $300,081,000 after acquiring an additional 265,750 shares in the last quarter. Finally, Generation Investment Management LLP bought a new position in MSCI during the 4th quarter valued at $130,380,000. 89.97% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on MSCI shares. Weiss Ratings lowered shares of MSCI from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 15th. Royal Bank Of Canada restated an “outperform” rating and issued a $655.00 target price on shares of MSCI in a research note on Wednesday, April 22nd. Morgan Stanley increased their price target on shares of MSCI from $719.00 to $727.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Rothschild & Co Redburn set a $690.00 price target on MSCI in a research note on Thursday, June 18th. Finally, Raymond James Financial reissued a “strong-buy” rating and issued a $730.00 price objective on shares of MSCI in a report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating and ten have issued a Buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $697.00.

Insider Transactions at MSCI

In other MSCI news, insider Alvise J. Munari sold 10,000 shares of MSCI stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $592.04, for a total value of $5,920,400.00. Following the completion of the transaction, the insider directly owned 23,548 shares in the company, valued at $13,941,357.92. The trade was a 29.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 3.76% of the stock is owned by corporate insiders.

MSCI Stock Performance

Shares of NYSE:MSCI opened at $579.38 on Thursday. The company’s fifty day moving average is $591.87 and its two-hundred day moving average is $572.43. MSCI Inc has a 1-year low of $501.08 and a 1-year high of $644.68. The stock has a market capitalization of $42.18 billion, a price-to-earnings ratio of 33.09, a price-to-earnings-growth ratio of 2.19 and a beta of 1.24.

MSCI (NYSE:MSCI) last posted its quarterly earnings results on Tuesday, April 21st. The technology company reported $4.55 EPS for the quarter, beating the consensus estimate of $4.38 by $0.17. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The business had revenue of $850.80 million during the quarter, compared to analyst estimates of $830.91 million. During the same period in the previous year, the business posted $4.00 EPS. The company’s quarterly revenue was up 14.1% on a year-over-year basis. Sell-side analysts expect that MSCI Inc will post 19.62 EPS for the current fiscal year.

MSCI Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were issued a $2.05 dividend. The ex-dividend date of this dividend was Friday, May 15th. This represents a $8.20 dividend on an annualized basis and a yield of 1.4%. MSCI’s dividend payout ratio (DPR) is currently 46.83%.

More MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI announced the acquisition of First Street, a climate-risk analytics provider, which should expand MSCI’s physical climate risk capabilities and support demand from investors and financial institutions for risk data embedded in workflows. MSCI Acquires First Street to Enhance Physical Climate Risk Capabilities for Financial Decision Making
• Neutral Sentiment: MSCI’s 2026 market classification review kept South Korea in emerging markets for now, citing continued foreign-exchange market accessibility hurdles, even as investors hoped for a developed-market upgrade. Global Markets: MSCI keeps South Korea in emerging-market index, cites market accessibility hurdles
• Neutral Sentiment: MSCI delayed Indonesia’s market status review until November and kept the country under close watch, extending uncertainty over whether reforms will be enough to avoid a downgrade to frontier status. MSCI Delays Indonesia’s Market Status Review Until November
• Neutral Sentiment: MSCI also warned it may review Turkey’s market classification, reflecting ongoing concerns about shareholder transparency and trading conditions in emerging markets. MSCI Warns It May Review Turkey Markets Classification
• Negative Sentiment: The review headlines may pressure MSCI shares slightly because they highlight friction in MSCI’s index methodology and the possibility of prolonged market-status disputes, which can create uncertainty around future index changes and investor sentiment. South Korea’s Quest for MSCI Developed Status Continues

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.