MSCI Inc $MSCI Stock: Robeco Institutional Asset Management B.V. Decreases Position

Robeco Institutional Asset Management B.V. lessened its position in MSCI Inc (NYSE:MSCI) by 33.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 225,033 shares of the technology company’s stock after selling 110,901 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in MSCI were worth $121,216,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Burkett Financial Services LLC raised its stake in MSCI by 200.0% in the 3rd quarter. Burkett Financial Services LLC now owns 48 shares of the technology company’s stock valued at $26,000 after purchasing an additional 32 shares during the last quarter. Ancora Advisors LLC acquired a new stake in MSCI during the 2nd quarter worth $27,000. Compound Global Advisors LLC acquired a new stake in MSCI during the 2nd quarter worth $34,000. SHP Wealth Management purchased a new stake in shares of MSCI during the fourth quarter worth $36,000. Finally, Whipplewood Advisors LLC purchased a new stake in shares of MSCI during the first quarter worth $39,000. 89.97% of the stock is owned by institutional investors and hedge funds.

Key MSCI News

Here are the key news stories impacting MSCI this week:

• Positive Sentiment: Quarterly results exceeded expectations. MSCI reported third-quarter revenue of $892 million, up 12.4% year over year, while adjusted EPS of $5.11 topped the roughly $5.03 consensus estimate. Growth was supported by an 18.1% increase in index revenue and a 24.9% jump in asset-based fees. MSCI Reports Financial Results for Third Quarter and Nine Months 2026
• Positive Sentiment: Several operating indicators remained strong. Recurring subscription revenue rose 7.7%, ETF assets reached a record $2.90 trillion, and hedge-fund index subscription run rate increased 32%. The company also affirmed its free-cash-flow guidance and repurchased a substantial amount of stock. MSCI: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Analyst sentiment improved. JPMorgan raised its MSCI price target to $710 from $685 and maintained an overweight rating. RBC also reaffirmed its outperform rating with a $655 target, supporting the view that the earnings beat could lead to further upside.
• Positive Sentiment: Capital returns provided additional support. MSCI declared a quarterly dividend of $2.05 per share, equivalent to an annualized $8.20 payout and an approximately 1.4% yield.
• Neutral Sentiment: MSCI-related market changes remain a headline risk. The company’s proposed actions involving Indonesian equities have contributed to volatility in Indonesia and raised concerns about potential index-related market disruptions. The developments may affect MSCI’s reputation and client discussions, but no immediate financial impact on MSCI was reported. MSCI’s case against Indonesian stocks and the $65 billion fallout

MSCI Stock Performance

Shares of MSCI stock opened at $603.64 on Thursday. MSCI Inc has a one year low of $501.08 and a one year high of $644.77. The company has a market cap of $43.88 billion, a price-to-earnings ratio of 31.96, a PEG ratio of 2.25 and a beta of 1.24. The business’s 50 day moving average price is $560.34 and its 200 day moving average price is $576.62.

MSCI (NYSE:MSCI) last issued its earnings results on Tuesday, October 20th. The technology company reported $5.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.03 by $0.08. MSCI had a negative return on equity of 50.69% and a net margin of 40.31%. The company had revenue of $892.00 million during the quarter, compared to analysts’ expectations of $887.83 million. During the same period in the prior year, the business earned $4.47 EPS. The firm’s quarterly revenue was up 12.4% on a year-over-year basis. On average, analysts predict that MSCI Inc will post 19.55 EPS for the current fiscal year.

MSCI Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Stockholders of record on Friday, November 13th will be issued a dividend of $2.05 per share. This represents a $8.20 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, November 13th. MSCI’s payout ratio is currently 44.86%.

Wall Street Analysts Forecast Growth

MSCI has been the subject of a number of recent research reports. JPMorgan Chase & Co. increased their target price on shares of MSCI from $685.00 to $710.00 and gave the company an “overweight” rating in a research report on Wednesday. UBS Group set a $615.00 price target on shares of MSCI in a research note on Wednesday, July 22nd. Jefferies Financial Group restated a “buy” rating and set a $680.00 price target on shares of MSCI in a research report on Wednesday. Morgan Stanley upped their price objective on shares of MSCI from $662.00 to $671.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Wells Fargo & Company upped their price objective on shares of MSCI from $685.00 to $720.00 and gave the company an “overweight” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating and twelve have assigned a Buy rating to the company. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $691.93.

Insider Buying and Selling at MSCI

In other news, CFO Andrew Wiechmann sold 450 shares of the business’s stock in a transaction dated Monday, October 12th. The shares were sold at an average price of $570.00, for a total transaction of $256,500.00. Following the transaction, the chief financial officer owned 21,644 shares of the company’s stock, valued at approximately $12,337,080. The trade was a 2.04% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 3.76% of the company’s stock.

About MSCI

MSCI Inc (NYSE:MSCI) is a global provider of investment decision-support tools and services for institutional investors, asset managers, banks and other financial institutions. The company is best known for developing equity, fixed-income and multi-asset indexes used to benchmark portfolios and support the creation of investment products such as exchange-traded funds.

In addition to its indexes, MSCI provides portfolio analytics, risk-management and performance-attribution tools, as well as research and data covering environmental, social and governance factors, climate risk and sustainable investing.