Bessemer Group Inc. Raises Position in MSCI Inc $MSCI

Bessemer Group Inc. increased its position in MSCI Inc (NYSE:MSCI) by 1.8% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 395,725 shares of the technology company’s stock after purchasing an additional 6,868 shares during the quarter. Bessemer Group Inc.’s holdings in MSCI were worth $213,300,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Independent Financial Group LLC bought a new stake in MSCI during the first quarter worth about $215,000. Aware Super Pty Ltd as trustee of Aware Super bought a new stake in shares of MSCI in the 1st quarter worth $35,825,000. Wealthfront Advisers LLC raised its stake in shares of MSCI by 4.6% in the first quarter. Wealthfront Advisers LLC now owns 7,179 shares of the technology company’s stock worth $3,870,000 after purchasing an additional 315 shares during the last quarter. Bank of New York Mellon Corp raised its stake in shares of MSCI by 2.2% in the first quarter. Bank of New York Mellon Corp now owns 436,694 shares of the technology company’s stock worth $235,382,000 after purchasing an additional 9,201 shares during the last quarter. Finally, Checchi Capital Advisers LLC lifted its holdings in shares of MSCI by 15.2% during the first quarter. Checchi Capital Advisers LLC now owns 788 shares of the technology company’s stock valued at $425,000 after purchasing an additional 104 shares in the last quarter. 89.97% of the stock is owned by hedge funds and other institutional investors.

More MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Analysts expect MSCI to report double-digit revenue growth in Q2, supported by strong index demand, record asset-based fees, and new AI-related product launches, which could reinforce the company’s premium valuation ahead of earnings. Article Title
• Positive Sentiment: Market chatter around MSCI’s August India index review suggests as many as 12 additions could trigger about $2.3 billion in passive inflows, highlighting continued demand for MSCI’s index products and their influence on global capital flows. Article Title
• Positive Sentiment: Additional reports on the India rejig name several likely beneficiaries, including Adani Green, Groww, Adani Energy, Torrent Pharma, and RBL Bank, reinforcing expectations for index rebalancing activity that can boost trading volumes and fee-related visibility for MSCI. Article Title
• Neutral Sentiment: Several articles from investment-fund letters referenced MSCI World and MSCI World ex USA as benchmarks; these mentions are largely contextual and do not appear to materially affect MSCI’s near-term stock outlook. Article Title

Insider Activity

In other news, insider Alvise J. Munari sold 10,000 shares of the company’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $592.04, for a total value of $5,920,400.00. Following the completion of the sale, the insider directly owned 23,548 shares in the company, valued at $13,941,357.92. This represents a 29.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. 3.76% of the stock is currently owned by insiders.

MSCI Trading Up 2.3%

MSCI opened at $636.24 on Friday. The company has a market cap of $46.32 billion, a price-to-earnings ratio of 36.34, a PEG ratio of 2.24 and a beta of 1.24. The company’s 50 day moving average is $595.99 and its 200 day moving average is $576.53. MSCI Inc has a 12-month low of $501.08 and a 12-month high of $644.68.

MSCI (NYSE:MSCI) last announced its earnings results on Tuesday, April 21st. The technology company reported $4.55 earnings per share (EPS) for the quarter, beating 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 company had revenue of $850.80 million during the quarter, compared to analyst estimates of $830.91 million. During the same period in the previous year, the business posted $4.00 earnings per share. The firm’s quarterly revenue was up 14.1% compared to the same quarter last year. As a group, analysts predict that MSCI Inc will post 19.84 EPS for the current fiscal year.

MSCI Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were given a dividend of $2.05 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $8.20 dividend on an annualized basis and a dividend yield of 1.3%. MSCI’s payout ratio is presently 46.83%.

Wall Street Analyst Weigh In

Several research firms recently commented on MSCI. Bank of America increased their price objective on MSCI from $715.00 to $730.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Raymond James Financial upped their target price on shares of MSCI from $730.00 to $760.00 and gave the company a “strong-buy” rating in a research note on Wednesday, July 8th. Weiss Ratings downgraded shares of MSCI from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 15th. Barclays lifted their price target on shares of MSCI from $700.00 to $735.00 and gave the stock an “overweight” rating in a research note on Friday, July 10th. Finally, Wells Fargo & Company raised shares of MSCI from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $650.00 to $700.00 in a report on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating and ten have given a Buy rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $709.27.

MSCI 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.