Group 1 - DigitalBridge Group, Inc. is currently not recommended by Jim Cramer, who stated it is "not the right stock for this moment" [1] - DigitalBridge's Digita Group has reached an agreement to be acquired by GI Partners [1] - Lumentum Holdings Inc. is considered a speculative investment by Cramer, although Mizuho analyst Vijay Rakesh maintains an Outperform rating and has raised the price target from $290 to $325 [1] Group 2 - MSCI Inc. is highlighted as one of Cramer's "absolute favorite" stocks, despite a 9% decline year to date, and he recommends buying it [2] - C.D. Baer Pettit, president and COO of MSCI, is set to retire in 2026 [2] Group 3 - Lumentum shares rose 0.1% to settle at $302.98 [3] - MSCI shares declined 0.3% to close at $545.56 [3] - DigitalBridge shares gained 3.8% to settle at $9.86 [3]

Group 1: DigitalBridge Group, Inc. - DigitalBridge Group, Inc. is currently not recommended by Jim Cramer, who stated, "That's not the right stock for this moment" [1] - DigitalBridge's Digita Group has reached an agreement to be acquired by GI Partners [1] - DigitalBridge shares gained 3.8% to settle at $9.86 on Tuesday [3] Group 2: Lumentum Holdings Inc. - Jim Cramer considers Lumentum Holdings Inc. acceptable for investment but cautions that it is a speculative stock [1] - Mizuho analyst Vijay Rakesh maintained an Outperform rating for Lumentum and raised the price target from $290 to $325 [1] - Lumentum shares rose 0.1% to settle at $302.98 on Tuesday [3] Group 3: MSCI Inc. - MSCI Inc. is highlighted as one of Jim Cramer's "absolute favorite" stocks, described as a "complete winner" [2] - Despite a 9% decline year to date, Cramer recommends buying MSCI shares [2] - MSCI shares declined 0.3% to close at $545.56 [3]

New York-based MSCI Inc. (MSCI) provides critical decision support tools and solutions for the investment community to manage investment processes worldwide. With a market cap of $41.1 billion, MSCI's offerings include portfolio construction and risk management products and services, ESG research and ratings, real estate research, and more. Companies worth $10 billion or more are generally described as "large-cap stocks." MSCI fits right into that category, with its market cap exceeding this threshold, re ...

Group 1 - The company has set ambitious long-term targets, aiming for double-digit subscription revenue growth and low to mid-teens EBITDA growth [1] - The recent results have not met these growth expectations, prompting a discussion on the underlying business positioning for future growth [1] - The company serves the investment management industry and capital markets, indicating a broad opportunity set that supports its growth trajectory [2]

MSCI (NYSE:MSCI) 2025 Conference December 02, 2025 10:55 AM ET Company ParticipantsAndy Wiechmann - CFOConference Call ParticipantsAlex Kramm - AnalystAlex KrammRight. Hello everyone. Thank you very much. I'm Alex Kramm, Senior Research Analyst at UBS, covering exchanges and business services. With me here to kick off my portion of the program is Andy Wiechmann, CFO at MSCI. Thanks for being here in.Andy WiechmannOf course.Alex KrammScottsdale for the first time.Andy WiechmannGreat to be here. Amazing event ...

Core Insights - The article emphasizes the importance of understanding the stock market as a collection of individual entities rather than a singular whole, referred to as "Mr. Market" [1] - The focus is on generating high-quality dividend growth and identifying undervalued investment opportunities, aiming for a total return that includes both cash dividends and capital gains [1] Group 1 - The community offers in-depth coverage and tools for conservative risk-taking, targeting yields of 6-7% [1] - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings [1] - The goal is to achieve a bountiful harvest of dividends and strong capital gains, contributing to a robust total return [1]

Core Insights - The article emphasizes the importance of understanding the stock market as a collection of individual entities rather than a singular whole, referred to as "Mr. Market" [1] - The focus is on generating high-quality dividend growth and identifying undervalued investment opportunities, aiming for a total return that includes both cash dividends and capital gains [1] Group 1: Investment Strategy - The investment strategy targets a Model Portfolio with yields of 6-7%, aiming for conservative risk-taking while maximizing total returns [1] - The lead analyst, Scott Kaufman, leverages over a decade of experience in the financial sector to provide actionable insights [1] Group 2: Community and Resources - The article promotes joining a community that offers in-depth coverage and powerful tools for investors seeking dividend income [1] - Dividend Kings is highlighted as a resource for investors looking to achieve a bountiful harvest of dividends [1]

Core Insights - MSCI's Q3 2025 adjusted earnings per share were $4.47, exceeding estimates by 2.29% and reflecting a 15.8% year-over-year increase [2] - Revenues for Q3 2025 reached $793.4 million, a 9.5% increase year-over-year, but fell short of consensus estimates by 0.72% [2] - The company has seen a downward trend in estimates over the past month, indicating potential challenges ahead [13][15] Financial Performance - Recurring subscription revenues were $579.1 million, up 7.9% year-over-year, contributing 73% to total revenues [3] - Asset-based fees increased by 17.1% year-over-year to $197.5 million, accounting for 24.9% of revenues [3] - Non-recurring revenues decreased by 13.4% year-over-year to $16.9 million, contributing 2.1% to total revenues [3] Segment Performance - Index revenues grew 11.4% year-over-year to $451.2 million, driven by market-cap-weighted Index products and ETFs [4] - Analytics operating revenues increased by 5.7% year-over-year to $182.2 million, with recurring subscriptions rising by 6% [5] - The Sustainability and Climate segment reported revenues of $90.1 million, a 7.7% increase year-over-year, despite a 31.2% decline in non-recurring revenues [6] Operating Metrics - Adjusted EBITDA rose 9.7% year-over-year to $494.4 million, with an adjusted EBITDA margin of 62.3% [8] - Total operating expenses increased by 6.9% year-over-year to $345.7 million, primarily due to higher compensation costs [9] - Operating income improved by 11.6% year-over-year to $447.7 million, with an operating margin of 56.4% [9] Balance Sheet and Cash Flow - As of September 30, 2025, total cash and cash equivalents were $400.1 million, up from $347.3 million as of June 30, 2025 [10] - Total debt increased to $5.6 billion, with a debt-to-adjusted EBITDA ratio of 3 times [10] - Free cash flow for the quarter was $423.3 million, a 7.4% increase year-over-year [11] Guidance and Outlook - MSCI maintains its 2025 guidance, expecting total operating expenses between $1.415 billion and $1.445 billion [12] - The company anticipates adjusted EBITDA expenses to be between $1.230 billion and $1.250 billion [12] - The overall direction of estimate revisions suggests a Zacks Rank 3 (Hold) for MSCI, indicating an expectation of in-line returns in the near term [15]

Group 1 - MSCI Inc. published an investor presentation on November 25, 2025, for investors and analysts, available on its Investor Relations homepage [1] - The company also published a corporate responsibility presentation for investors on November 19, 2025, which may be used during meetings with investors and analysts [4] - MSCI Inc. announced participation in upcoming investor conferences, including a fireside chat by the CFO at the J.P. Morgan Ultimate Services Investor Conference on November 18, 2025 [6] Group 2 - MSCI Inc. is a leading provider of critical decision support tools and services for the global investment community, connecting participants across the financial ecosystem [2][5] - The company serves a diverse range of clients, including asset managers, private-market sponsors, hedge funds, wealth managers, banks, insurers, and corporates [2]

Core Insights - The MSCI report indicates a 25% year-on-year increase in commercial real estate investment in the Asia-Pacific region, reaching $50.4 billion by Q3 2025, driven by a surge in portfolio and entity transactions, which accounted for half of the total transaction volume [1] Group 1: Investment Trends - Major markets including South Korea, Australia, Singapore, Hong Kong, and India have seen a decrease in financing costs, coupled with reduced trade-related uncertainties, leading to improved investment momentum in the region [1] - There is a growing interest among investors in large acquisitions, particularly in growth sectors such as data centers, multi-family housing in Japan, and warehouses in Australia, indicating a renewed confidence in structurally resilient assets [1] Group 2: Market Sentiment - Despite lingering uncertainties regarding global economic growth and the impact of tariffs on various markets, market sentiment has become significantly more optimistic compared to the beginning of the year [1] - Investment returns have returned to positive territory, and commercial activity in most major markets has resumed, with a healthy transaction pipeline expected for Q4 [1] - Overall, the market is anticipated to improve by the end of 2025 [1]