MSCI Inc $MSCI Shares Purchased by Segment Wealth Management LLC

Segment Wealth Management LLC boosted its holdings in shares of MSCI Inc (NYSE:MSCI) by 19.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,095 shares of the technology company’s stock after purchasing an additional 816 shares during the period. Segment Wealth Management LLC’s holdings in MSCI were worth $2,744,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Burkett Financial Services LLC lifted its holdings in MSCI by 200.0% during the 3rd quarter. Burkett Financial Services LLC now owns 48 shares of the technology company’s stock worth $26,000 after buying an additional 32 shares in the last quarter. Ancora Advisors LLC bought a new position in MSCI during the second quarter worth about $27,000. Compound Global Advisors LLC acquired a new position in MSCI during the second quarter valued at approximately $34,000. Whipplewood Advisors LLC acquired a new position in shares of MSCI in the 1st quarter valued at $39,000. Finally, Washington Trust Advisors Inc. acquired a new position in MSCI in the second quarter valued at about $41,000. 89.97% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. William Blair set a $680.00 price target on shares of MSCI in a research note on Tuesday, October 20th. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of MSCI from $729.00 to $684.00 in a research note on Friday, October 9th. Royal Bank Of Canada restated an “outperform” rating and issued a $655.00 price objective on shares of MSCI in a report on Wednesday, October 21st. Evercore set a $722.00 target price on MSCI and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Finally, Barclays upped their target price on MSCI from $700.00 to $735.00 and gave the stock an “overweight” rating in a report on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $682.12.

MSCI Stock Up 0.5%

Shares of NYSE MSCI opened at $618.41 on Tuesday. The business’s 50 day moving average price is $562.09 and its two-hundred day moving average price is $572.77. The company has a market cap of $44.22 billion, a PE ratio of 32.74, a price-to-earnings-growth ratio of 2.38 and a beta of 1.24. MSCI Inc has a twelve month low of $501.08 and a twelve month high of $644.77.

MSCI (NYSE:MSCI) last released its quarterly earnings data on Tuesday, October 20th. The technology company reported $5.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.03 by $0.08. MSCI had a negative return on equity of 50.69% and a net margin of 40.31%. The company had revenue of $892.00 million during the quarter, compared to analysts’ expectations of $887.83 million. During the same period last year, the firm posted $4.47 earnings per share. The business’s revenue was up 12.4% on a year-over-year basis. As a group, research analysts anticipate that MSCI Inc will post 19.62 EPS for the current fiscal year.

MSCI Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Friday, November 13th will be paid a $2.05 dividend. This represents a $8.20 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Friday, November 13th. MSCI’s dividend payout ratio is 43.41%.

Insiders Place Their Bets

In other news, CFO Andrew C. Wiechmann sold 450 shares of the stock in a transaction dated Monday, October 12th. The shares were sold at an average price of $570.00, for a total value of $256,500.00. Following the transaction, the chief financial officer directly owned 21,644 shares of the company’s stock, valued at $12,337,080. This represents a 2.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Robert J. Gutowski sold 2,381 shares of the firm’s stock in a transaction dated Thursday, October 22nd. The stock was sold at an average price of $623.66, for a total transaction of $1,484,934.46. Following the sale, the general counsel owned 14,104 shares of the company’s stock, valued at approximately $8,796,100.64. This represents a 14.44% decrease in their position. The SEC filing for this sale provides additional information. 3.76% of the stock is currently owned by corporate insiders.

Key Headlines Impacting MSCI

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Rothschild & Co Redburn raised its price target on MSCI from $670 to $680, implying approximately 9.9% potential upside from the referenced price of $618.88. The higher target supports investor confidence in MSCI’s earnings outlook and recurring index, analytics and data revenues. Rothschild & Co Redburn price target
• Positive Sentiment: Improved global risk sentiment provided a favorable market backdrop. Asian equities and U.S. stock futures advanced after gains on Wall Street, potentially supporting demand for MSCI’s benchmark indexes and investment products. However, this is a broad-market factor rather than a company-specific catalyst. Global market gains and Fed decision
• Neutral Sentiment: News involving MSCI’s market indexes was mixed. India’s MSCI index remains valued at a premium to other emerging markets despite a six-year valuation low, while Indonesia is strengthening measures against stock manipulation after a market decline reportedly linked to MSCI-related index changes. These developments may affect index-related sentiment and client activity but do not currently indicate a direct change to MSCI Inc.’s financial outlook. India equity valuations Indonesia market-manipulation measures
• Negative Sentiment: MSCI’s general counsel sold 2,381 shares at an average price of $623.66, reducing his direct holdings by 14.44%. The filing does not establish that the sale reflects a deteriorating business outlook, but insider selling can create modest near-term pressure on investor sentiment. Robert Gutowski insider transaction

MSCI Company Profile

MSCI Inc (NYSE:MSCI) is a global provider of investment decision-support tools and services for institutional investors, asset managers, banks and other financial institutions. The company is best known for developing equity, fixed-income and multi-asset indexes used to benchmark portfolios and support the creation of investment products such as exchange-traded funds.

In addition to its indexes, MSCI provides portfolio analytics, risk-management and performance-attribution tools, as well as research and data covering environmental, social and governance factors, climate risk and sustainable investing.