Nordea Investment Management AB Decreases Stock Holdings in MSCI Inc $MSCI

Nordea Investment Management AB reduced its stake in shares of MSCI Inc (NYSE:MSCI) by 21.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 485,342 shares of the technology company’s stock after selling 134,125 shares during the quarter. Nordea Investment Management AB owned 0.65% of MSCI worth $281,105,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Aviso Financial Inc. grew its holdings in MSCI by 2.0% during the 3rd quarter. Aviso Financial Inc. now owns 859 shares of the technology company’s stock valued at $487,000 after purchasing an additional 17 shares in the last quarter. Keel Point LLC lifted its holdings in MSCI by 3.0% in the 3rd quarter. Keel Point LLC now owns 622 shares of the technology company’s stock worth $353,000 after buying an additional 18 shares in the last quarter. Intact Investment Management Inc. lifted its holdings in MSCI by 16.0% in the 2nd quarter. Intact Investment Management Inc. now owns 138 shares of the technology company’s stock worth $80,000 after buying an additional 19 shares in the last quarter. Independent Advisor Alliance boosted its position in MSCI by 4.3% in the 3rd quarter. Independent Advisor Alliance now owns 509 shares of the technology company’s stock valued at $289,000 after buying an additional 21 shares during the last quarter. Finally, Trivant Custom Portfolio Group LLC boosted its position in MSCI by 0.6% in the 3rd quarter. Trivant Custom Portfolio Group LLC now owns 3,300 shares of the technology company’s stock valued at $1,872,000 after buying an additional 21 shares during the last quarter. 89.97% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at MSCI

In other news, CEO Henry A. Fernandez acquired 6,000 shares of MSCI stock in a transaction that occurred on Friday, February 13th. The shares were purchased at an average cost of $524.18 per share, for a total transaction of $3,145,080.00. Following the completion of the purchase, the chief executive officer directly owned 1,493,047 shares of the company’s stock, valued at $782,625,376.46. This trade represents a 0.40% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CFO Andrew C. Wiechmann sold 450 shares of MSCI stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $560.00, for a total transaction of $252,000.00. Following the completion of the transaction, the chief financial officer directly owned 22,544 shares of the company’s stock, valued at approximately $12,624,640. This represents a 1.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.31% of the stock is currently owned by company insiders.

Trending Headlines about MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Raymond James upgraded MSCI to a “Strong‑Buy” with a materially higher target, which can lift demand from retail and institutional investors and support short‑term upside. Article Title
• Positive Sentiment: MSCI’s recent results and payout actions reinforce cash generation: the company beat Q4 estimates on EPS and revenue and recently raised its quarterly dividend (annualized $8.20), improving income investor appeal and signaling confidence in free cash flow. Article Title
• Positive Sentiment: Corporate customers continue to reference MSCI benchmarks in marketing and rankings (e.g., Cushman & Wakefield), underscoring ongoing demand for MSCI’s index and data services that drive recurring license revenue. Article Title
• Neutral Sentiment: MSCI research on geopolitical index exposures (e.g., commentary about Iran‑related risks) raises awareness of index composition risks; this increases media attention but doesn’t directly change MSCI’s revenue model. Article Title
• Neutral Sentiment: Several fund commentaries and letters (e.g., Longleaf, Columbia, Goldman Sachs fund notes) reference MSCI benchmarks; routine visibility in manager reports confirms the firm’s central role but is unlikely by itself to move fundamentals. Article Title
• Negative Sentiment: MSCI CFO Andrew Wiechmann sold 450 shares (~$560 avg) on Mar 17, reducing his holding by ~1.96%. While small in scale relative to his remaining stake, insider selling can create short‑term negative sentiment for some investors. Article Title

MSCI Stock Performance

Shares of MSCI stock opened at $552.11 on Friday. The firm has a market cap of $40.56 billion, a PE ratio of 35.19, a price-to-earnings-growth ratio of 2.25 and a beta of 1.29. The firm’s 50-day simple moving average is $566.01 and its 200-day simple moving average is $564.43. MSCI Inc has a 1 year low of $486.73 and a 1 year high of $626.28.

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

MSCI Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were given a $2.05 dividend. This represents a $8.20 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Friday, February 13th. This is a positive change from MSCI’s previous quarterly dividend of $1.80. MSCI’s payout ratio is 52.26%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on MSCI shares. Weiss Ratings lowered MSCI from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, March 13th. Bank of America assumed coverage on MSCI in a report on Tuesday, February 17th. They issued a “buy” rating and a $700.00 price target for the company. Barclays restated an “overweight” rating on shares of MSCI in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $715.00 price objective on shares of MSCI in a report on Thursday, January 29th. Finally, Wells Fargo & Company increased their target price on MSCI from $590.00 to $618.00 and gave the company an “equal weight” rating in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $674.00.

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.