Goodman Advisory Group LLC Invests $5.31 Million in MSCI Inc $MSCI

Goodman Advisory Group LLC purchased a new stake in MSCI Inc (NYSE:MSCI) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 9,853 shares of the technology company’s stock, valued at approximately $5,311,000. MSCI comprises approximately 1.4% of Goodman Advisory Group LLC’s portfolio, making the stock its 28th largest holding.

Other hedge funds also recently modified their holdings of the company. Norges Bank bought a new stake in MSCI during the 4th quarter worth $528,560,000. Bamco Inc. NY increased its holdings in MSCI by 15.1% in the 4th quarter. Bamco Inc. NY now owns 2,755,747 shares of the technology company’s stock worth $1,581,055,000 after purchasing an additional 361,630 shares in the last quarter. Banque Pictet & Cie SA raised its position in MSCI by 103.3% in the fourth quarter. Banque Pictet & Cie SA now owns 523,035 shares of the technology company’s stock valued at $300,081,000 after purchasing an additional 265,750 shares during the last quarter. Generation Investment Management LLP acquired a new stake in shares of MSCI during the fourth quarter valued at about $130,380,000. Finally, T. Rowe Price Investment Management Inc. boosted its stake in shares of MSCI by 13.2% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,446,291 shares of the technology company’s stock valued at $829,781,000 after purchasing an additional 168,405 shares in the last quarter. Institutional investors and hedge funds own 89.97% of the company’s stock.

MSCI News Roundup

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: MSCI said it will acquire climate-risk data and analytics provider First Street for $120 million in cash, expanding its physical climate-risk capabilities and adding property-level and geospatial data tools that could strengthen its long-term product offering. MSCI to acquire climate risk data company First Street
• Neutral Sentiment: MSCI also drew attention for its role in ongoing index classification debates, with new coverage focused on South Korea’s market status and why MSCI still considers it an emerging market. These articles are more about MSCI’s benchmark methodology and may support the company’s visibility, but they are not a direct earnings driver. South Korea Has the World’s Hottest Stock Market: Why Does MSCI Still Call It ‘Emerging’?
• Negative Sentiment: Shares fell as investors weighed whether the First Street deal will deliver enough near-term return on investment, especially amid broader weakness in growth and market-data names. The move came despite MSCI’s recent quarter showing solid revenue and run-rate growth, suggesting the decline is more sentiment- and valuation-driven than tied to a fundamental miss. MSCI slides as investors weigh new acquisition against broader growth-stock pressure

MSCI Trading Up 2.2%

NYSE MSCI opened at $556.63 on Friday. The business’s 50-day moving average price is $591.79 and its two-hundred day moving average price is $572.37. MSCI Inc has a 12 month low of $501.08 and a 12 month high of $644.68. The firm has a market capitalization of $40.52 billion, a PE ratio of 31.79, a price-to-earnings-growth ratio of 2.09 and a beta of 1.24.

MSCI (NYSE:MSCI) last issued its quarterly earnings data on Tuesday, April 21st. The technology company reported $4.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.38 by $0.17. The company had revenue of $850.80 million during the quarter, compared to the consensus estimate of $830.91 million. MSCI had a negative return on equity of 65.48% and a net margin of 40.74%.The firm’s revenue was up 14.1% compared to the same quarter last year. During the same period last year, the company earned $4.00 earnings per share. As a group, analysts forecast 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. Shareholders of record on Friday, May 15th were given a dividend of $2.05 per share. This represents a $8.20 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Friday, May 15th. MSCI’s dividend payout ratio is currently 46.83%.

Insiders Place Their Bets

In other MSCI news, insider Alvise J. Munari sold 10,000 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $592.04, for a total transaction of $5,920,400.00. Following the completion of the transaction, the insider owned 23,548 shares in the company, valued at approximately $13,941,357.92. This trade represents a 29.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 3.76% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on MSCI. UBS Group boosted their price target on MSCI from $710.00 to $720.00 and gave the stock a “buy” rating in a report on Wednesday, April 22nd. Wells Fargo & Company upgraded shares of MSCI from an “equal weight” rating to an “overweight” rating and lifted their target price for the stock from $650.00 to $700.00 in a research report on Wednesday, May 27th. Morgan Stanley boosted their target price on shares of MSCI from $719.00 to $727.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Rothschild & Co Redburn set a $690.00 price target on shares of MSCI in a research report on Thursday, June 18th. Finally, Weiss Ratings downgraded shares of MSCI from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 15th. One equities research analyst has rated the stock with a Strong Buy rating and ten have assigned a Buy rating to the stock. According to MarketBeat.com, MSCI presently has a consensus rating of “Buy” and a consensus target price of $697.00.

About MSCI

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.