SURVYR
13F +3% · BARON Institutional Filing Alert

Baron Capital (Ron Baron) (Ron Baron · Baron Capital Group) added to MSCI (+3% shares QoQ · 8.2% of 13F portfolio)

Form 13F-HR institutional holdings disclosure · Filed 2026-10-18

Baron Holdings › All Filing Alerts › SEC Filing ↗

MSCI

MSCI Inc.
$601.75
−$15.92 (2.58%)Oct 27 close
FinancialsS&P 500 CompareTechnicals
1M3M6M1Y2Y
-7%-1%+6%+13%+20%Oct 2025Oct 2026Apr 202652w high $644.7752w low $501.08
MSCISPY
Wall St. Highest PT $735.00 (+22.1%) Wall St. Avg PT $681.47 (+13.2%)
$506$569$632$694$757POC $559Hi $735Avg $681
Underwater Drawdown %Max DD -18.1%Current -6.2%
0.0%-18.1%
Relative Strength vs SPY-1.9% vs SPYUnderperforming
+16%0%-16%
1W
+$10.06 (1.70%)
1M
+$50.39 (9.14%)
3M
+$24.42 (4.23%)
6M
+$11.22 (1.90%)
YTD
+$34.36 (6.06%)
1Y
+$62.63 (11.62%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Strong Buy
17 analysts · mean score 1.50
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$601.75
Average target$681.47
+$79.72 (+13.2%) upsideaverage target vs current price
CurrentAverageMedian
Low$550.00
Median$681.47
High$735.00
12-month Wall Street target range

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$44.8B
P/E (last 12 months)31.7
P/E (next 12 months, estimated)27.5
52-week range$501.08 – $644.77
Revenue growth (latest quarter vs a year ago)+12.4%
Dividend yield1.33%
Analyst consensusStrong Buy (17)
Average analyst price target$681.47 (+13%)

What they do

MSCI Inc. 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. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service.

Financial Services · Financial Data & Stock Exchanges
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
20th percentile in sector
D
12-1 return: -7.2%
Percentile within its GICS sector across the S&P 1500.
Growth
56th percentile in sector
C+
Revenue growth (YoY): +12.2%
Percentile within its GICS sector across the S&P 1500.
Value
5th percentile in sector
F
Forward E/P: 3.9% · EBITDA/EV: 4.1%
Percentile within its GICS sector across the S&P 1500.
Profitability
90th percentile in sector
A
Profit margin: +40.7% · Return on equity: –
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
ranked 34 of 360 · Composite (0-1) 0.7
 Momentum Top 15
ranked 319 of 499 · 12-month momentum 2.0%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

MSCI earningsReported Oct 20, 2026▲ Above estimates
Results · Before the open
EPS actual$5.11
EPS estimate$5.03
Surprise+1.7%
RevenueNot in our data yet

Revenue for this quarter is not in our data yet. It arrives with the quarterly filing.

Next report
Tue Jan 26, 2027Before the open
EPS consensus$5.09
Revenue consensus–
Last 4 quarters · EPS vs estimate
Oct 20, 2026$5.11est $5.03+1.7%Above estimates
Jul 21, 2026$4.94est $4.98−0.8%In line with estimates
Apr 21, 2026$4.55est $4.46+2.1%Above estimates
Jan 28, 2026$4.66est $4.59+1.6%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-27 18:06:30 ET
25-0125-0425-0725-1026-0126-0426-0726-100.005.11
EstimateActual (beat)Actual (miss)

News & catalysts

More news
Polen Focus Growth Strategy Exits MSCI Inc. (MSCI) to Fund Meta Platforms Position
Insider Monkey · Oct 23
MSCI (MSCI) Q3 2026 Earnings Call Transcript
Nasdaq · Oct 20
MSCI Breaks Above 200-Day Moving Average - Bullish for MSCI
Nasdaq · Oct 20
MSCI Inc Q3 26 Earnings Conference Call At 11:00 AM ET
Nasdaq · Oct 20
MSCI Earnings Up In Q3
Nasdaq · Oct 20
Insider trades
Gutowski Robert J.
General Counsel · 2026-10-22
Sell
$1.5M
Wiechmann Andrew C.
Chief Financial Officer · 2026-10-12
Sell
$256.5K
Taneja Rajat
Director · 2026-09-02
Buy
$1.0M
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-27 18:06:30 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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