Tema Etfs LLC Buys New Position in Morgan Stanley $MS

Tema Etfs LLC purchased a new position in shares of Morgan Stanley (NYSE:MS) during the 3rd quarter, Holdings Channel reports. The institutional investor purchased 21,837 shares of the financial services provider’s stock, valued at approximately $3,471,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Norges Bank purchased a new stake in shares of Morgan Stanley during the second quarter valued at approximately $2,234,883,000. Kingstone Capital Partners Texas LLC acquired a new stake in Morgan Stanley during the 2nd quarter valued at $343,236,000. Schroder Investment Management Group grew its holdings in Morgan Stanley by 23.4% during the 2nd quarter. Schroder Investment Management Group now owns 9,357,200 shares of the financial services provider’s stock valued at $1,318,055,000 after purchasing an additional 1,776,544 shares in the last quarter. Marshall Wace LLP increased its stake in Morgan Stanley by 319.7% during the 2nd quarter. Marshall Wace LLP now owns 2,092,341 shares of the financial services provider’s stock worth $294,727,000 after buying an additional 1,593,774 shares during the period. Finally, Franklin Resources Inc. increased its stake in Morgan Stanley by 18.1% during the 2nd quarter. Franklin Resources Inc. now owns 9,623,305 shares of the financial services provider’s stock worth $1,355,537,000 after buying an additional 1,476,372 shares during the period. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Insider Transactions at Morgan Stanley

In other Morgan Stanley news, CEO Edward Pick sold 100,000 shares of Morgan Stanley stock in a transaction on Friday, October 31st. The shares were sold at an average price of $164.34, for a total value of $16,434,000.00. Following the completion of the transaction, the chief executive officer owned 574,986 shares of the company’s stock, valued at $94,493,199.24. The trade was a 14.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. 0.19% of the stock is owned by company insiders.

Trending Headlines about Morgan Stanley

Here are the key news stories impacting Morgan Stanley this week:

• Positive Sentiment: Morgan Stanley filed for spot Ethereum ETFs and has been active with in‑house spot Bitcoin and Solana trust filings — signaling a broadening of its crypto product shelf and potential to capture institutional distribution and fee flows. Morgan Stanley Files for Spot Ethereum ETFs
• Positive Sentiment: MS announced plans to launch a digital wallet in H2 2026 to support tokenized assets — an infrastructure move that complements its ETF filings and may expand custody, trading and advisory revenue opportunities. Morgan Stanley Announces Digital Wallet Launch
• Positive Sentiment: Firm promotions: Morgan Stanley elevated 184 employees to managing director amid a dealmaking revival — this suggests ramped investment banking coverage capacity and potential for higher advisory and M&A fees. Morgan Stanley Appoints 184 New Managing Directors
• Positive Sentiment: Analyst momentum: several outlets and research notes have turned more constructive (Zacks upgrade / other bullish commentary) ahead of MS’s upcoming earnings, supporting sentiment that the firm can beat expectations on wealth management and trading. Morgan Stanley Upgraded to Strong Buy (Zacks)
• Neutral Sentiment: Morgan Stanley research flagged macro/FX risk around U.S. intervention in Venezuela as a test for the dollar — a market theme that could lift trading volatility (good for trading revenue) but also heighten geopolitical risk. U.S. Intervention in Venezuela a ‘Test for the U.S. Dollar,’ Says Morgan Stanley
• Negative Sentiment: Not all analyst action is universally bullish — a recent note raised MS’s target modestly but kept a neutral rating (Benzinga summary), implying some strategists see limited near‑term upside from current levels. That creates mixed signals for investors weighing valuation vs. growth. Analyst note: price target change / neutral rating (Benzinga)

Morgan Stanley Stock Up 0.9%

NYSE:MS opened at $186.41 on Monday. The company has a market capitalization of $296.26 billion, a price-to-earnings ratio of 19.12, a price-to-earnings-growth ratio of 1.21 and a beta of 1.20. Morgan Stanley has a one year low of $94.33 and a one year high of $188.82. The stock has a 50-day simple moving average of $172.98 and a 200 day simple moving average of $158.32. The company has a debt-to-equity ratio of 3.27, a quick ratio of 0.79 and a current ratio of 0.79.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings data on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.07 by $0.73. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The firm had revenue of $17.98 billion for the quarter, compared to analysts’ expectations of $16.42 billion. During the same quarter in the prior year, the firm posted $1.88 earnings per share. Morgan Stanley’s revenue for the quarter was up 18.5% compared to the same quarter last year. Sell-side analysts predict that Morgan Stanley will post 8.56 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were given a dividend of $1.00 per share. This represents a $4.00 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, October 31st. Morgan Stanley’s dividend payout ratio is currently 41.03%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. Keefe, Bruyette & Woods raised their target price on Morgan Stanley from $184.00 to $202.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. The Goldman Sachs Group reissued a “neutral” rating on shares of Morgan Stanley in a report on Tuesday, January 6th. Zacks Research upgraded Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, October 21st. JPMorgan Chase & Co. lifted their price objective on Morgan Stanley from $157.00 to $162.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, BMO Capital Markets began coverage on Morgan Stanley in a research report on Friday, October 3rd. They issued an “outperform” rating and a $180.00 target price on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $181.85.

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a global financial services firm headquartered in New York City. Founded in 1935 by Henry S. Morgan and Harold Stanley, the company provides a broad range of investment banking, securities, wealth management and investment management services to corporations, governments, institutions and individual investors. Leadership has been guided by a senior executive team and board of directors; James P. Gorman has served as the company’s chief executive and chairman in recent years.

The firm’s primary business activities are organized around three principal businesses: Institutional Securities, Wealth Management and Investment Management.