Generation Investment Management Adds $165M in MSCI Inc. ($MSCI)

The fund added 274,917 shares of MSCI Inc., raising its holdings by 120.98%.

Written by Trueearnings · Published Jun 14, 2026, 4:54 AM EDT

Key Points

Generation Investment Management added 274,917 shares of MSCI Inc., increasing its stake by 120.98% to 502,166 shares, valued at $300.86 million.
MSCI Inc. trades on the NYSE with a market cap of $43.57 billion, a P/E ratio of 34.26, and a dividend yield of 1.37%.
Insider transactions included CEO Henry Fernandez buying 4,000 shares, while analysts like Wells Fargo and UBS have set new price targets.

Generation Investment Management significantly boosted its holdings in MSCI Inc. (NYSE:MSCI), according to its latest 13F filing with the SEC. The fund added 274,917 shares, bringing its total to 502,166 shares. This increase represents a 120.98% change, with the new stake valued at approximately $300.86 million as of the reporting period.

What Changed in Generation Investment Management's MSCI Inc. Position

Generation Investment Management's position in MSCI Inc. saw a notable increase, as the fund added 274,917 shares to its previous count of 227,249 shares. This boosted its total holdings to 502,166 shares, marking a 120.98% increase. The value of this position, based on the reporting period, is about $300.86 million.

Other Institutional Activity in MSCI Inc.

Other large investors also made moves in MSCI Inc. BlackRock, Inc. trimmed its holdings by 160,275 shares, ending with 5,740,802 shares worth approximately $3.09 billion. Meanwhile, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both significantly increased their positions, each holding over 4 million shares valued at $2.51 billion and $2.17 billion, respectively. State Street Corp and BAMCO Inc /NY/ both reduced their stakes slightly, while Morgan Stanley cut its position by 222,577 shares to 2,244,979 shares, valued at $1.21 billion.

MSCI Inc. Stock Snapshot

Shares of MSCI Inc. (NYSE:MSCI) recently traded around $599.12. The company has a market cap of approximately $43.57 billion and a P/E ratio of 34.26, with a forward P/E of 26.62. Its beta is 1.226, indicating moderate volatility. The stock's 52-week range is between $501.08 and $644.68, with a 50-day moving average of $585.67 and a 200-day moving average of $568.60.

Recent Earnings

MSCI Inc. reported revenue of $3.24 billion, reflecting a growth rate of 14.1%. The company's net margin stands at 40.74%, with earnings per share (EPS) of $17.49. The return on equity (ROE) is strong, and the next earnings report is anticipated on July 21, 2026.

Dividend

MSCI Inc. offers an annual dividend rate of $8.20, yielding 1.37%. The dividend payout ratio is 42.55%, indicating a balanced approach to returning capital to shareholders.

Insider Buying and Selling at MSCI Inc.

Several insider transactions were reported at MSCI Inc. CEO Henry Fernandez purchased 4,000 shares at an average price of $562.40 on May 15, 2026. Other insiders, including Rajat Taneja, Robin Matlock, Linda Riefler, and June Yang, made smaller purchases in late May. CFO Andrew Wiechmann sold 450 shares at $604.56 on June 10, 2026, under a planned sale.

Analysts Set New Price Targets

On May 27, 2026, Wells Fargo upgraded MSCI Inc. to a 'buy' with a price target of $700. UBS and Morgan Stanley maintained their 'buy' ratings with targets of $720 and $727, respectively. The consensus among analysts is a 'buy' rating, with a mean target price of $688.56 based on 16 analyst opinions.

About MSCI Inc.

MSCI Inc., headquartered in New York, is a global provider of research-based data, analytics, and indexes. The company supports a wide range of investment processes, offering products and services that cover financial data, risk management, ESG impacts, and private capital solutions. Under the leadership of CEO Henry A. Fernandez, MSCI employs over 6,300 people worldwide.

Bottom Line

Generation Investment Management's substantial increase in MSCI Inc. shares reflects a strong vote of confidence in the company's future prospects. Investors closely watch such filings to gauge institutional sentiment, though it's important to remember that 13F filings are historical and may not reflect current positions. MSCI's solid earnings performance and analyst support further underscore its position in the financial data services sector.