Norges Bank Invests $528.56 Million in MSCI Inc $MSCI

Norges Bank bought a new position in shares of MSCI Inc (NYSE:MSCI) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 921,269 shares of the technology company’s stock, valued at approximately $528,560,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MSCI. Mowery & Schoenfeld Wealth Management LLC boosted its stake in 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 buying an additional 41 shares during the last quarter. Eagle Bay Advisors LLC bought a new position in MSCI during the fourth quarter valued at approximately $34,000. Elyxium Wealth LLC bought a new position in MSCI during the fourth quarter valued at approximately $34,000. Strategic Wealth Investment Group LLC bought a new position in MSCI during the second quarter valued at approximately $36,000. Finally, JPL Wealth Management LLC bought a new position in MSCI during the third quarter valued at approximately $36,000. Institutional investors own 89.97% of the company’s stock.

Insider Buying and Selling

In related news, insider Alvise J. Munari sold 10,000 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $592.04, for a total transaction of $5,920,400.00. Following the completion of the sale, the insider directly owned 23,548 shares of the company’s stock, valued at approximately $13,941,357.92. This trade represents a 29.81% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Andrew C. Wiechmann sold 450 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $560.00, for a total value of $252,000.00. Following the sale, the chief financial officer directly owned 22,544 shares of the company’s stock, valued at $12,624,640. This represents a 1.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.76% of the stock is currently owned by company insiders.

MSCI Trading Down 0.2%

MSCI stock opened at $630.39 on Monday. The firm has a 50-day moving average price of $570.01 and a 200-day moving average price of $567.05. The firm has a market capitalization of $45.89 billion, a PE ratio of 36.00, a price-to-earnings-growth ratio of 2.38 and a beta of 1.24. MSCI Inc has a 12-month low of $501.08 and a 12-month high of $640.27.

MSCI (NYSE:MSCI) last released its earnings results on Tuesday, April 21st. The technology company reported $4.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.38 by $0.17. The firm had revenue of $850.80 million during the quarter, compared to analyst estimates of $830.91 million. MSCI had a net margin of 40.74% and a negative return on equity of 65.48%. The business’s revenue was up 14.1% on a year-over-year basis. During the same quarter last year, the business earned $4.00 EPS. As a group, sell-side analysts predict that MSCI Inc will post 19.62 earnings per share for the current fiscal year.

MSCI Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were issued a $2.05 dividend. This represents a $8.20 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, May 15th. MSCI’s dividend payout ratio (DPR) is 46.83%.

Wall Street Analyst Weigh In

Several research firms have commented on MSCI. Raymond James Financial reiterated a “strong-buy” rating and set a $730.00 price objective on shares of MSCI in a research report on Tuesday, April 21st. Morgan Stanley increased their price objective on shares of MSCI from $719.00 to $727.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. UBS Group increased their price objective on shares of MSCI from $710.00 to $720.00 and gave the company a “buy” rating in a research report on Wednesday, April 22nd. Wells Fargo & Company upgraded shares of MSCI from an “equal weight” rating to an “overweight” rating and increased their price objective for the company from $650.00 to $700.00 in a research report on Wednesday. Finally, Weiss Ratings upgraded shares of MSCI from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, May 18th. One research analyst has rated the stock with a Strong Buy rating and ten have issued a Buy rating to the company’s stock. According to data from MarketBeat, MSCI currently has an average rating of “Buy” and a consensus price target of $697.70.

MSCI News Summary

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI-related research highlighted valuation support for MSCI Inc. (NYSE: MSCI) after a Wells Fargo upgrade, alongside ongoing AI-demand tailwinds that could support sentiment toward the company’s index and analytics business. A Look At MSCI (NYSE:MSCI) Valuation After Wells Fargo Upgrade And AI Demand Tailwinds
• Neutral Sentiment: Recent market coverage centered on the mechanics of MSCI rebalancing and how it drove a steep selloff in Indian equities, boosting trading volumes and volatility but not directly indicating a fundamental change in MSCI Inc.’s business outlook. The MSCI rebalancing candle: Here’s why Sensex fell 850 points in 10 minutes today
• Neutral Sentiment: Commentary on India’s lower weight in the MSCI Emerging Markets Index reflected broader allocation shifts tied to the global AI boom, which may influence index flows and investor focus, but is mainly relevant as a market-structure story. Why India is losing weight in the MSCI Emerging Markets Index amid the global AI boom
• Negative Sentiment: Multiple reports said MSCI-driven passive outflows contributed to a broad Indian market downturn, including a large one-day foreign investor selloff, which may weigh on near-term sentiment around MSCI’s index-rebalancing franchise. MSCI index rejig, US-Iran deal worries spook Dalal Street

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.