Dock Street Asset Management Inc. Has $18.10 Million Stock Position in MSCI Inc $MSCI

Dock Street Asset Management Inc. reduced its stake in MSCI Inc (NYSE:MSCI) by 14.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 31,550 shares of the technology company’s stock after selling 5,148 shares during the quarter. MSCI comprises 1.7% of Dock Street Asset Management Inc.’s holdings, making the stock its 20th largest position. Dock Street Asset Management Inc.’s holdings in MSCI were worth $18,101,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in MSCI. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in MSCI by 499.3% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 874,882 shares of the technology company’s stock worth $496,417,000 after purchasing an additional 728,900 shares during the last quarter. Baillie Gifford & Co. grew its holdings in MSCI by 91.8% in the 3rd quarter. Baillie Gifford & Co. now owns 691,554 shares of the technology company’s stock valued at $392,395,000 after buying an additional 331,040 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in MSCI by 36.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,069,180 shares of the technology company’s stock valued at $606,674,000 after buying an additional 282,859 shares in the last quarter. Banque Pictet & Cie SA bought a new position in MSCI during the 3rd quarter worth $145,986,000. Finally, Bamco Inc. NY increased its position in MSCI by 10.3% during the 3rd quarter. Bamco Inc. NY now owns 2,394,117 shares of the technology company’s stock worth $1,358,446,000 after buying an additional 223,784 shares during the period. Institutional investors own 89.97% of the company’s stock.

Key MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Raymond James named MSCI a top sector pick, citing strong sales momentum — a bullish analyst spotlight that can attract investor interest. Raymond James Names MSCI Inc. Top Sector Pick
• Positive Sentiment: MSCI announced a distribution/technology partnership with Syntax Data to bring MSCI global ADR indexes to the Syntax Direct platform — expands index distribution and supports recurring licensing and data revenues. Syntax Data Collaborates with MSCI
• Positive Sentiment: MSCI will reclassify the MSCI Greece Indexes from Emerging to Developed market status (effective May 2027 review) — an index governance action that can drive asset flows into products tracking MSCI indexes and highlights the firm’s core index business activity. MSCI to Reclassify the MSCI Greece Indexes
• Positive Sentiment: Broker research consensus remains constructive—MSCI was reported as having an average “Moderate Buy” recommendation, supporting investor sentiment around the stock. MSCI Given Average Recommendation of “Moderate Buy”
• Neutral Sentiment: Wider market context: reports show Asian stocks and the MSCI Asia Pacific benchmark slipping amid geopolitical tensions — a macro headwind that can pressure index-linked revenues but is not MSCI-specific. Asian stocks today: Markets trail as Middle East conflict deepens
• Negative Sentiment: MSCI disclosed that C. Jack Read has notified the firm of his intention to resign from a senior accounting role — a leadership change in accounting can create short-term uncertainty around controls and reporting until succession is completed. MSCI Announces Upcoming Change in Chief Accounting Leadership

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on MSCI. Barclays reissued an “overweight” rating on shares of MSCI in a research report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $715.00 price target on shares of MSCI in a research report on Thursday, January 29th. Evercore lifted their price objective on shares of MSCI from $655.00 to $690.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Wells Fargo & Company boosted their price objective on shares of MSCI from $590.00 to $618.00 and gave the company an “equal weight” rating in a report on Thursday, January 29th. Finally, Raymond James Financial upgraded shares of MSCI from an “outperform” rating to a “strong-buy” rating and set a $710.00 target price on the stock in a research report on Tuesday, March 17th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $674.00.

MSCI Price Performance

Shares of NYSE MSCI opened at $539.23 on Wednesday. The business has a fifty day moving average price of $557.87 and a two-hundred day moving average price of $562.85. The stock has a market capitalization of $39.62 billion, a PE ratio of 34.37, a P/E/G ratio of 2.17 and a beta of 1.29. MSCI Inc has a fifty-two week low of $486.73 and a fifty-two week high of $626.28.

MSCI (NYSE:MSCI) last released its earnings results on Wednesday, January 28th. The technology company reported $4.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.62 by $0.04. MSCI had a negative return on equity of 82.59% and a net margin of 38.36%.The company had revenue of $822.53 million for the quarter, compared to analyst estimates of $819.51 million. During the same period in the prior year, the firm posted $4.18 EPS. MSCI’s quarterly revenue was up 10.6% on a year-over-year basis. On average, equities analysts expect that MSCI Inc will post 16.86 EPS for the current year.

MSCI Increases Dividend

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

Insider Transactions at MSCI

In other news, CFO Andrew C. Wiechmann sold 450 shares of the business’s stock in a transaction that occurred on 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 in the company, valued at approximately $12,624,640. The trade was a 1.96% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Henry A. Fernandez bought 800 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was purchased at an average price of $518.95 per share, with a total value of $415,160.00. Following the completion of the transaction, the chief executive officer directly owned 1,493,847 shares in the company, valued at approximately $775,231,900.65. This represents a 0.05% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.76% of the company’s stock.

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.