Universal Beteiligungs und Servicegesellschaft mbH Sells 4,986 Shares of MSCI Inc $MSCI

Universal Beteiligungs und Servicegesellschaft mbH lowered its position in MSCI Inc (NYSE:MSCI) by 5.7% during the 4th quarter, HoldingsChannel reports. The firm owned 82,786 shares of the technology company’s stock after selling 4,986 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in MSCI were worth $47,737,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in MSCI. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in 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 valued at $496,417,000 after acquiring an additional 728,900 shares during the last quarter. Baillie Gifford & Co. increased its stake in MSCI by 91.8% in the third quarter. Baillie Gifford & Co. now owns 691,554 shares of the technology company’s stock valued at $392,395,000 after acquiring an additional 331,040 shares during the last quarter. JPMorgan Chase & Co. increased its stake in MSCI by 36.0% in the third quarter. JPMorgan Chase & Co. now owns 1,069,180 shares of the technology company’s stock valued at $606,674,000 after acquiring an additional 282,859 shares during the last quarter. Banque Pictet & Cie SA increased its stake 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 during the last quarter. Finally, Bamco Inc. NY increased its stake in MSCI by 10.3% in the third quarter. Bamco Inc. NY now owns 2,394,117 shares of the technology company’s stock valued at $1,358,446,000 after acquiring an additional 223,784 shares during the last quarter. Institutional investors own 89.97% of the company’s stock.

MSCI Trading Up 1.7%

Shares of NYSE:MSCI opened at $607.55 on Thursday. The stock’s 50-day moving average price is $551.05 and its 200-day moving average price is $561.97. MSCI Inc has a 12-month low of $501.08 and a 12-month high of $626.28. The stock has a market capitalization of $44.64 billion, a P/E ratio of 34.70, a price-to-earnings-growth ratio of 2.40 and a beta of 1.30.

MSCI (NYSE:MSCI) last announced its quarterly earnings data on Tuesday, April 21st. The technology company reported $4.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.38 by $0.17. MSCI had a negative return on equity of 65.48% and a net margin of 40.74%.The firm had revenue of $850.80 million for the quarter, compared to analysts’ expectations of $830.91 million. During the same period last year, the firm earned $4.00 earnings per share. The company’s revenue for the quarter was up 14.1% compared to the same quarter last year. As a group, research analysts predict that MSCI Inc will post 19.39 EPS for the current year.

MSCI Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be paid a dividend of $2.05 per share. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, May 15th. MSCI’s dividend payout ratio (DPR) is 52.26%.

MSCI News Summary

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Q1 results beat expectations — adjusted EPS of $4.55 and revenue of $850.8M (≈+14% YoY); management cited strength in index and analytics recurring sales and margin expansion. MSCI Q1 earnings top consensus
• Positive Sentiment: Margin expansion and capital returns boosted sentiment — higher operating/EBITDA margins were highlighted and the company declared a $2.05 quarterly dividend alongside ongoing share repurchases. MSCI jumps after Q1 earnings beat
• Positive Sentiment: Several broker upgrades/target raises — Morgan Stanley raised its target to $727 (overweight), UBS raised to $720 (buy) and Wells Fargo lifted its target to $650; RBC reaffirmed outperform at $655 — reinforcing upside expectations. Morgan Stanley raise UBS raise Wells Fargo raise
• Neutral Sentiment: External review finds MSCI’s risk profile largely unchanged from its 2025 10‑K — no new material risk disclosures beyond the company’s existing focus. External review summary
• Neutral Sentiment: Earnings‑call materials and full transcript are available for deeper read‑through (useful for assessing guidance, customer retention commentary and product momentum). Earnings call transcript
• Negative Sentiment: MSCI extended/delayed its review of Indonesia’s market reforms — the pause and potential index treatment changes have previously spooked investors and could create temporary index-flow volatility for affected EM/ASEAN allocations. MSCI extends Indonesia review

Analyst Upgrades and Downgrades

MSCI has been the topic of a number of research analyst reports. UBS Group increased their target price on MSCI from $710.00 to $720.00 and gave the company a “buy” rating in a research note on Wednesday. Morgan Stanley increased their target price on MSCI from $719.00 to $727.00 and gave the company an “overweight” rating in a research note on Wednesday. Royal Bank Of Canada reissued an “outperform” rating and issued a $655.00 target price on shares of MSCI in a research note on Wednesday. Weiss Ratings raised MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. Finally, Raymond James Financial reissued a “strong-buy” rating and issued a $730.00 target price on shares of MSCI in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $692.70.

Insider Transactions at MSCI

In other news, CFO Andrew C. Wiechmann sold 450 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $560.00, for a total transaction of $252,000.00. Following the transaction, the chief financial officer directly owned 22,544 shares of the company’s stock, valued at approximately $12,624,640. This trade represents a 1.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Henry A. Fernandez acquired 6,000 shares of MSCI stock in a transaction dated Friday, February 13th. The shares were bought 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 approximately $782,625,376.46. The trade was a 0.40% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.76% of the stock is currently owned by company insiders.

MSCI Company 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.