Polen Capital Management Reduces $241M in MSCI Inc. ($MSCI)

Key Points

  • Polen Capital Management changed its MSCI Inc. ($MSCI) stake by 30.2% last quarter, cutting to 929,509 shares worth $556.89 million.
  • Wall Street's consensus rating on $MSCI is Buy and an average price target of $688.56.
  • $MSCI last traded around $599.12.

Polen Capital Management reduced its position in MSCI Inc. ($MSCI) by 30.2% during the most recent quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 929,509 shares of MSCI Inc. after selling 401,576 shares during the quarter. Polen Capital Management's holdings in MSCI Inc. were worth $556.89 million as of its most recent filing.

MSCI Inc. ($MSCI) Stock

Last price$599.12
Market cap$43.57B
P/E ratio34.26
Forward P/E26.62
PEG ratio1.93
Beta1.23
52-week low$501.08
52-week high$644.68
50-day MA$585.67
200-day MA$568.60
Current ratio0.86
Quick ratio0.78

MSCI Inc. Earnings

EPS (ttm)$17.49
Revenue (ttm)$3.24B
Revenue growth14.1%
Net margin40.7%
Next earningsJul 21, 2026

MSCI Inc. Dividend

Annual dividend$8.20
Dividend yield137.00%
Payout ratio42.5%
Ex-dividend dateMay 15, 2026

Analysts Set New Price Targets

ConsensusBuy
Average target$688.56
High target$730.00
Low target$550.00
Analysts covering16

About MSCI Inc.

MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The Sustainability and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to assist investors navigate increasing regulation. The All Other – Private Assets segment comprises private credit, real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investment. MSCI Inc. was incorporated in 1998 and is based in New York, New York.

ExchangeNYSE
SectorFinancial Services
IndustryFinancial Data & Stock Exchanges
HeadquartersNew York, NY
CEOMr. Henry A. Fernandez
Employees6,319

See Also

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