Marks Group Wealth Management Inc Decreases Stake in MSCI Inc $MSCI

Marks Group Wealth Management Inc lowered its position in shares of MSCI Inc (NYSE:MSCI) by 94.3% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 555 shares of the technology company’s stock after selling 9,173 shares during the quarter. Marks Group Wealth Management Inc’s holdings in MSCI were worth $299,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Mowery & Schoenfeld Wealth Management LLC increased its position in shares of MSCI by 341.7% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 53 shares of the technology company’s stock valued at $30,000 after acquiring an additional 41 shares during the last quarter. Harvest Fund Management Co. Ltd purchased a new position in MSCI in the fourth quarter worth $30,000. Eagle Bay Advisors LLC purchased a new position in MSCI in the fourth quarter worth $34,000. Elyxium Wealth LLC bought a new position in MSCI in the 4th quarter valued at $34,000. Finally, SHP Wealth Management bought a new position in MSCI in the 4th quarter valued at $36,000. Hedge funds and other institutional investors own 89.97% of the company’s stock.

MSCI Price Performance

NYSE:MSCI opened at $628.83 on Friday. The company has a market capitalization of $45.78 billion, a P/E ratio of 35.91, a P/E/G ratio of 2.30 and a beta of 1.24. The business has a fifty day simple moving average of $596.88 and a two-hundred day simple moving average of $576.90. MSCI Inc has a 1 year low of $501.08 and a 1 year high of $644.77.

MSCI (NYSE:MSCI) last posted its earnings results on Tuesday, April 21st. The technology company reported $4.55 earnings per share for the quarter, topping 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 firm had revenue of $850.80 million during the quarter, compared to the consensus estimate of $830.91 million. During the same quarter last year, the company earned $4.00 earnings per share. The company’s revenue was up 14.1% on a year-over-year basis. As a group, analysts anticipate that MSCI Inc will post 19.84 earnings per share for the current year.

MSCI Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Investors 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 annualized dividend and a yield of 1.3%. MSCI’s dividend payout ratio (DPR) is 46.83%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Morgan Stanley lifted their target price on MSCI from $719.00 to $727.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Weiss Ratings upgraded shares of MSCI from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday. Rothschild & Co Redburn set a $690.00 price objective on shares of MSCI in a report on Thursday, June 18th. Barclays raised their price objective on shares of MSCI from $700.00 to $735.00 and gave the stock an “overweight” rating in a report on Friday, July 10th. Finally, Wells Fargo & Company raised shares of MSCI from an “equal weight” rating to an “overweight” rating and lifted their price objective for the stock from $650.00 to $700.00 in a research report on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating and eleven have given a Buy rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $713.50.

Insiders Place Their Bets

In related news, insider Alvise J. Munari sold 10,000 shares of MSCI stock in a transaction that occurred on 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 transaction, the insider directly owned 23,548 shares in the company, valued at approximately $13,941,357.92. The trade was a 29.81% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 3.76% of the company’s stock.

Key MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Jefferies initiated coverage on MSCI with a Buy rating and a $760 price target, implying meaningful upside from current levels and signaling continued confidence in the company’s long-term growth profile.
• Positive Sentiment: Analysts heading into MSCI’s Q2 report are pointing to double-digit revenue growth, supported by strong index demand, record asset-based fees, and AI-driven product launches, which could reinforce the company’s earnings momentum.
• Neutral Sentiment: Several articles discuss the upcoming MSCI India index review and possible additions/removals that could trigger about $2.3 billion in passive flows. These headlines are about MSCI’s index methodology and market impact, but they are not a direct operating update for MSCI itself.
• Neutral Sentiment: Technical commentary on Direxion MSCI Emerging Markets ETFs highlights trading interest tied to the MSCI Emerging Markets Index, but this appears to be more about market products linked to MSCI benchmarks than a fundamental change in MSCI’s business.
• Negative Sentiment: Investors may also be holding back ahead of MSCI’s Q2 earnings release, since the stock is trading near recent highs and expectations are already elevated, leaving room for volatility if results or guidance disappoint.

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.