Pacific Heights Asset Management LLC increased its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 250,000 shares of the financial services provider’s stock after buying an additional 10,000 shares during the quarter. Morgan Stanley comprises approximately 1.7% of Pacific Heights Asset Management LLC’s holdings, making the stock its 12th largest position. Pacific Heights Asset Management LLC’s holdings in Morgan Stanley were worth $44,382,000 at the end of the most recent reporting period.
Several other large investors have also recently added to or reduced their stakes in the stock. Olistico Wealth LLC acquired a new position in shares of Morgan Stanley during the fourth quarter valued at $27,000. Lodestone Wealth Management LLC acquired a new stake in shares of Morgan Stanley in the 4th quarter worth about $28,000. Nvest Wealth Strategies Inc. acquired a new stake in shares of Morgan Stanley in the 4th quarter worth about $31,000. Mowery & Schoenfeld Wealth Management LLC lifted its position in Morgan Stanley by 1,855.6% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 176 shares of the financial services provider’s stock valued at $31,000 after purchasing an additional 167 shares during the last quarter. Finally, Greykasell Wealth Strategies Inc. boosted its stake in Morgan Stanley by 65.2% during the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock valued at $29,000 after purchasing an additional 73 shares during the period. 84.19% of the stock is owned by institutional investors and hedge funds.
Insider Transactions at Morgan Stanley
In other news, insider Eric F. Grossman sold 11,118 shares of the company’s stock in a transaction on Monday, April 20th. The stock was sold at an average price of $190.75, for a total value of $2,120,758.50. Following the completion of the sale, the insider owned 169,403 shares in the company, valued at $32,313,622.25. This represents a 6.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Daniel A. Simkowitz sold 14,690 shares of the firm’s stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $189.24, for a total value of $2,779,935.60. Following the transaction, the insider directly owned 365,802 shares of the company’s stock, valued at $69,224,370.48. This represents a 3.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 77,476 shares of company stock valued at $14,644,762. Corporate insiders own 0.17% of the company’s stock.
Wall Street Analyst Weigh In
Read Our Latest Research Report on MS
Trending Headlines about Morgan Stanley
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley’s own recent commentary continues to sound constructive on markets, including a bullish call that the S&P 500 could reach 8,300 and a view that AI-related capital spending is supporting the U.S. economy. Article title
- Positive Sentiment: The bank has also been raising or adjusting price targets on several companies tied to growth themes, reinforcing its credibility as a bullish market voice. Article title
- Neutral Sentiment: Investor attention is also on Morgan Stanley’s own stock after a recent earnings beat and strong results, with a Zacks note asking why MS has risen since its last report. Article title
- Neutral Sentiment: There was also a report highlighting Morgan Stanley’s midyear economic outlook, which emphasized “capex over consumption” and suggests the firm sees a mixed but resilient macro backdrop. Article title
- Negative Sentiment: Market sentiment is being weighed by rate and inflation concerns, with higher oil prices and a risk-off tone pressuring equities broadly — a backdrop that can hit financial stocks like MS even when fundamentals remain solid.
Morgan Stanley Stock Up 0.0%
MS stock opened at $192.51 on Monday. The firm’s 50-day moving average is $175.54 and its two-hundred day moving average is $174.97. The company has a market capitalization of $303.65 billion, a price-to-earnings ratio of 17.44, a price-to-earnings-growth ratio of 1.45 and a beta of 1.22. Morgan Stanley has a 52 week low of $123.88 and a 52 week high of $197.50. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 3.52.
Morgan Stanley (NYSE:MS – Get Free Report) last posted its quarterly earnings data on Wednesday, April 15th. The financial services provider reported $3.43 EPS for the quarter, beating analysts’ consensus estimates of $3.02 by $0.41. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The business had revenue of $20.58 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the business earned $2.60 earnings per share. The business’s revenue for the quarter was up 16.0% on a year-over-year basis. On average, analysts forecast that Morgan Stanley will post 11.85 earnings per share for the current fiscal year.
Morgan Stanley Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Thursday, April 30th were given a dividend of $1.00 per share. The ex-dividend date was Thursday, April 30th. This represents a $4.00 annualized dividend and a dividend yield of 2.1%. Morgan Stanley’s dividend payout ratio (DPR) is 36.23%.
Morgan Stanley Company Profile
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.
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