Quantum Capital Management LLC NJ raised its holdings in MSCI Inc (NYSE:MSCI – Free Report) by 25.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 109,480 shares of the technology company’s stock after purchasing an additional 21,995 shares during the period. MSCI comprises 7.6% of Quantum Capital Management LLC NJ’s holdings, making the stock its 4th largest position. Quantum Capital Management LLC NJ’s holdings in MSCI were worth $59,011,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank acquired a new position in shares of MSCI during the 4th quarter worth approximately $528,560,000. Bamco Inc. NY grew its stake in MSCI by 15.1% in the 4th 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 during the period. Banque Pictet & Cie SA grew its stake in MSCI by 103.3% in the 4th 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 during the period. Generation Investment Management LLP purchased a new stake in MSCI in the 4th quarter worth $130,380,000. Finally, T. Rowe Price Investment Management Inc. increased its holdings in MSCI by 13.2% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,446,291 shares of the technology company’s stock worth $829,781,000 after acquiring an additional 168,405 shares in the last quarter. 89.97% of the stock is currently owned by hedge funds and other institutional investors.
Insider Activity at MSCI
In other news, insider Alvise J. Munari sold 10,000 shares of the stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $592.04, for a total value of $5,920,400.00. Following the completion of the sale, the insider directly owned 23,548 shares in the company, valued at $13,941,357.92. This represents a 29.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 3.76% of the stock is owned by company insiders.
Analyst Ratings Changes
Read Our Latest Analysis on MSCI
MSCI Stock Performance
Shares of MSCI opened at $570.00 on Thursday. MSCI Inc has a one year low of $501.08 and a one year high of $644.77. The stock has a market capitalization of $41.50 billion, a price-to-earnings ratio of 31.18, a PEG ratio of 2.03 and a beta of 1.24. The stock has a 50 day moving average price of $597.23 and a 200 day moving average price of $577.01.
MSCI (NYSE:MSCI – Get Free Report) last posted its quarterly earnings data on Tuesday, July 21st. The technology company reported $4.94 EPS for the quarter, missing the consensus estimate of $4.99 by ($0.05). The firm had revenue of $867.00 million during the quarter, compared to analyst estimates of $870.71 million. MSCI had a net margin of 40.74% and a negative return on equity of 55.19%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the company posted $4.17 earnings per share. On average, analysts predict that MSCI Inc will post 19.85 earnings per share for the current year.
MSCI Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be given 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 is 46.83%.
Trending Headlines about MSCI
Here are the key news stories impacting MSCI this week:
- Positive Sentiment: MSCI reported double-digit year-over-year revenue growth in Q2, supported by stronger recurring subscriptions, asset-based fees, and continued growth in ETF-linked assets under management. MSCI Reports Financial Results for Second Quarter and Six Months 2026
- Positive Sentiment: Analysts noted that MSCI’s core trading ecosystem remains healthy, with record ETF-related AUM helping support asset-based fee revenue and cash flow. MSCI-Linked ETF AUM Tops $2.8 Trillion, but Investors Still Sold the Stock
- Neutral Sentiment: The company declared a quarterly dividend of $2.05 per share, reinforcing its shareholder return profile. MSCI earnings report and conference call
- Negative Sentiment: Q2 adjusted EPS of $4.94 and revenue of $867 million came in slightly below Wall Street expectations, which disappointed investors despite the year-over-year gains. MSCI earnings report and conference call
- Negative Sentiment: MSCI raised its 2026 operating expense and adjusted EBITDA expense outlook, signaling higher acquisition costs, incentive compensation, and investment spending that could pressure future profitability. MSCI dips as expenses weigh on Q2 earnings, 2026 outlook
- Negative Sentiment: Several reports said the stock declined after the earnings release as investors fixated on the higher expense forecast and the slight miss versus expectations, even though results were solid overall. MSCI shares decline despite second-quarter earnings beat and revenue growth
About MSCI
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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