MSCI MSCI Inc

Allspring Global Investments Holdings LLC reduced its stake in Charles River Laboratories International (NYSE:CRL) by 4.9%, selling 113,185 shares. The firm now holds 2,177,941 shares, valued at approximately $371.3 million, making CRL its 21st biggest holding. Other institutional investors have also adjusted their positions, with several increasing their holdings in the medical research company.

S&P Global (SPGI) stock saw a modest decline near $529, reflecting muted Wall Street activity influenced by year-end flows and Federal Reserve minutes. The company's Mobility unit projected a softening of U.S. auto sales for 2026 due to affordability pressures, impacting financial data names including Moody's and MSCI. Investors are awaiting clearer signals on interest rates and corporate activity for the new year, with SPGI's next earnings report estimated for February 10th.

Pacer Advisors Inc. increased its stake in MSCI Inc. by 32.3% in the third quarter, part of significant institutional interest with nearly 90% ownership. MSCI has initiated a $3.0 billion share repurchase program and pays a quarterly dividend of $1.80. The company recently surpassed EPS estimates, and analysts maintain a "Moderate Buy" rating with an average price target of $642.63.

Cwm LLC increased its holdings in MSCI Inc. by 34.8% in Q3, purchasing 3,761 shares to own a total of 14,570 shares valued at approximately $8.27 million. MSCI recently announced a $3.00 billion share buyback program and a quarterly dividend of $1.80, alongside beating Q3 EPS estimates with revenue up 9.5% year-over-year. Analysts generally have a "Moderate Buy" rating on the stock with a consensus target price around $642.63.

MSCI stock has surged 6.3%, extending an eight-day winning streak fueled by bullish market sentiment. This strong performance indicates positive investor confidence in the company.

S&P Global (SPGI) shares rose slightly on Monday, outperforming major U.S. indexes which were dragged down by tech stocks. Investors are focusing on interest rates and credit markets that influence SPGI's ratings and data demand, with upcoming catalysts including Fed minutes, jobless claims, and S&P Global's February 2026 earnings report and guidance. The company's unique revenue mix, which includes ratings, index revenue tied to issuance volumes, and subscription data, positions it differently from pure growth-heavy tech names.