Legacy Advisors 13F: Adds $626K to MSCI Stake

Legacy Advisors boosted its stake in MSCI Inc. (NYSE: MSCI) by 294.2% during the period, according to a Form 13F filing submitted to the Securities and Exchange Commission on October 19, 2026. The firm added 1,162 shares to its holdings, bringing its total ownership to 1,557 shares. The reported value of the investment reached approximately $838,697 at the end of the reporting window.

MSCI MSCI Inc.

$591.69 ▲ +5.85% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in Legacy Advisors's MSCI Inc. Position

The fund previously held 395 shares of the financial data provider before lifting its investment significantly. The 1,162-share addition marked a 294.2% surge in the portfolio's share count for this asset. MSCI Inc. shares closed at $563.49 on the filing date of October 19, 2026.

Other Institutional Activity in MSCI Inc.

Generation Investment Management grew its holdings by 274,917 shares, ending with 502,166 shares worth about $281,233,035.61. Fundsmith reduced its stake by 101,831 shares, leaving it with 64,788 shares valued at approximately $36,283,870.10. PineStone Asset Management trimmed its position by 52,440 shares, or 5.6%, down to 891,110 shares worth $480,005,313.00. BAMCO Inc. increased its holdings by 512,347 shares, a 19.0% rise, resulting in 3,211,753 shares valued at $1,900,362,140.00.

MSCI Inc. Stock Up 5.0%

MSCI Inc. recently traded around $591.69 as of October 21, 2026, sitting above its event-day close of $563.49. The stock moves within a 52-week range between $501.08 and $644.77.

Recent Earnings

MSCI Inc. reported trailing twelve-month revenue of $3,333,758,976.00 alongside earnings of $18.30 per share. The business maintains a net profit margin of 40.7% and a return on equity reflecting a solid financial footing.

Dividend

MSCI Inc. pays an annual dividend rate of $8.20 per share, which translates to a dividend yield of 1.46% based on recent pricing. The company allocates 42.1% of its earnings toward dividend payouts.

Insider Buying and Selling at MSCI Inc.

Chief Financial Officer Andrew Craig Wiechmann sold 450 shares on June 10, 2026, at an average price of $604.56 for a total value of $272,052.00. Director Rajat Taneja purchased 1,786 shares on September 2, 2026, at $560.00 each, totaling $1,000,160.00. Later, on October 12, 2026, CFO Andrew Craig Wiechmann executed another sale of 450 shares at $570.00 per share for a total of $256,500.00 under a planned transaction.

Analysts Set New Price Targets

Wells Fargo maintained an Overweight rating on July 22, 2026, with a price target of $690.00. Evercore ISI Group kept an Outperform rating on the same day, setting a $722.00 price target. Wells Fargo later updated its stance on September 29, 2026, with a $685.00 price target. Morgan Stanley maintained an Overweight rating on October 13, 2026, adjusting its target to $662.00, while JP Morgan kept an Overweight rating on October 14, 2026, with a $685.00 price target. The stock holds a consensus strong buy recommendation and a mean price target of $675.94 across 17 analyst opinions.

About MSCI Inc.

MSCI Inc. operates as a key provider of critical decision support tools and financial indexes for the global investment community. The New York-based firm builds research-backed analytics, portfolio risk management tools, and equity indexes utilized by institutional investors worldwide. Institutional adjustments in the company underscore ongoing portfolio rebalancing within the financial data sector.

Bottom Line

Legacy Advisors expanded its footprint in MSCI Inc. during a period of steady institutional repositioning. Investors will watch upcoming quarterly financial results and analyst target revisions to gauge momentum for the provider of indexes and analytics.