Pallas Capital Advisors LLC Decreases Stock Position in MSCI Inc $MSCI

Pallas Capital Advisors LLC lessened its holdings in MSCI Inc (NYSE:MSCI) by 39.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,646 shares of the technology company’s stock after selling 1,054 shares during the quarter. Pallas Capital Advisors LLC’s holdings in MSCI were worth $945,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of MSCI. Empowered Funds LLC increased its holdings in shares of MSCI by 7.6% during the first quarter. Empowered Funds LLC now owns 2,003 shares of the technology company’s stock valued at $1,133,000 after acquiring an additional 142 shares in the last quarter. Woodline Partners LP boosted its stake in MSCI by 39.0% in the 1st quarter. Woodline Partners LP now owns 6,585 shares of the technology company’s stock worth $3,724,000 after purchasing an additional 1,846 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in MSCI by 20.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,052 shares of the technology company’s stock worth $607,000 after purchasing an additional 182 shares in the last quarter. Elevation Point Wealth Partners LLC purchased a new stake in MSCI during the 2nd quarter worth approximately $61,000. Finally, Northwestern Mutual Wealth Management Co. grew its position in MSCI by 18.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 6,697 shares of the technology company’s stock worth $3,862,000 after purchasing an additional 1,030 shares during the last quarter. Hedge funds and other institutional investors own 89.97% of the company’s stock.

Insider Buying and Selling at MSCI

In related news, CEO Henry A. Fernandez acquired 800 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was acquired at an average price of $518.95 per share, with a total value of $415,160.00. Following the acquisition, the chief executive officer directly owned 1,493,847 shares in the company, valued at $775,231,900.65. This represents a 0.05% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Andrew C. Wiechmann sold 450 shares of the business’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $560.00, for a total value 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 trade represents a 1.96% decrease in their position. The SEC filing for this sale provides additional information. 3.76% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on MSCI. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $655.00 price target on shares of MSCI in a report on Thursday, January 29th. Weiss Ratings lowered shares of MSCI from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, March 13th. Barclays reissued an “overweight” rating on shares of MSCI in a research report on Thursday, January 29th. Wells Fargo & Company raised their target price on MSCI from $590.00 to $618.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 29th. Finally, Evercore lifted their price target on MSCI from $655.00 to $690.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have given 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.

More MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Raymond James named MSCI a top sector pick and cited strong sales momentum, giving investors a fresh analyst endorsement that can support buying interest. Raymond James names MSCI top sector pick
• Positive Sentiment: MSCI appeared on a retail recommendation list (“5 Best Stocks to Invest In on Robinhood for Beginners”), which can boost retail visibility and demand over time. 5 Best Stocks to Invest In on Robinhood for Beginners
• Positive Sentiment: Several companies (Minth Group; Hengtong Optic-Electric) publicly noted MSCI ESG rating actions (upgrades and ‘A’ ratings). While these are client stories, they highlight ongoing demand for MSCI’s ESG ratings and data services — a structural revenue tailwind. Minth Group wins MSCI ESG rating upgrade Hengtong Optic-Electric secures MSCI ‘A’ rating
• Neutral Sentiment: Coverage in multiple Q4 fund letters and market pieces references MSCI indexes (e.g., MSCI All Country World, MSCI USA Financials). This underscores broad usage of MSCI benchmarks across ETFs and active funds, supporting recurring index licensing revenue but not signaling an immediate catalyst. ACWI coverage (MSCI All Country World) Baron Financials ETF letter
• Neutral Sentiment: No material negative news items surfaced in the last 24–36 hours; volume is lighter than average, so price moves may reflect analyst/news-driven shifts rather than a broad flow. (See linked fund commentaries for context.) Goldman Sachs fund commentary Franklin fund commentary

MSCI Trading Up 1.7%

MSCI opened at $532.14 on Tuesday. MSCI Inc has a 12-month low of $486.73 and a 12-month high of $626.28. The firm has a 50 day moving average of $558.78 and a two-hundred day moving average of $563.15. The firm has a market capitalization of $39.10 billion, a PE ratio of 33.92, a P/E/G ratio of 2.14 and a beta of 1.29.

MSCI (NYSE:MSCI) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.66 EPS for the quarter, beating the consensus estimate of $4.62 by $0.04. The business had revenue of $822.53 million for the quarter, compared to the consensus estimate of $819.51 million. MSCI had a net margin of 38.36% and a negative return on equity of 82.59%. The business’s revenue for the quarter was up 10.6% on a year-over-year basis. During the same period in the prior year, the firm earned $4.18 EPS. As a group, analysts predict that MSCI Inc will post 16.86 EPS for the current fiscal year.

MSCI Increases Dividend

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

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.