Tredje AP fonden raised its holdings in Morgan Stanley (NYSE:MS – Free Report) by 39.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 233,501 shares of the financial services provider’s stock after buying an additional 65,739 shares during the period. Tredje AP fonden’s holdings in Morgan Stanley were worth $41,453,000 as of its most recent SEC filing.
Other institutional investors have also modified their holdings of the company. Powers Advisory Group LLC increased its position in shares of Morgan Stanley by 4.0% during the fourth quarter. Powers Advisory Group LLC now owns 1,443 shares of the financial services provider’s stock worth $256,000 after acquiring an additional 56 shares during the period. Central Bank & Trust Co. boosted its holdings in Morgan Stanley by 3.4% in the fourth quarter. Central Bank & Trust Co. now owns 1,767 shares of the financial services provider’s stock valued at $314,000 after purchasing an additional 58 shares during the period. Howard Financial Services LTD. grew its stake in Morgan Stanley by 1.6% during the 4th quarter. Howard Financial Services LTD. now owns 3,579 shares of the financial services provider’s stock worth $635,000 after purchasing an additional 58 shares in the last quarter. Balboa Wealth Partners grew its stake in Morgan Stanley by 1.9% during the 4th quarter. Balboa Wealth Partners now owns 3,181 shares of the financial services provider’s stock worth $565,000 after purchasing an additional 59 shares in the last quarter. Finally, Kennebec Savings Bank increased its holdings in Morgan Stanley by 1.6% during the 4th quarter. Kennebec Savings Bank now owns 3,915 shares of the financial services provider’s stock worth $695,000 after purchasing an additional 60 shares during the period. Institutional investors and hedge funds own 84.19% of the company’s stock.
Key Morgan Stanley News
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley’s own analysis of broader markets remains constructive, with strategists saying equities still have upside support from AI-driven growth and employment trends, even as they flag recession and bond-market risks. That keeps the firm visible in the ongoing AI-led market narrative. Morgan Stanley Remains Bullish on Equities While Flagging Recession Risks Ahead
- Positive Sentiment: The bank also helped fuel bullish sentiment in semiconductors by raising its revenue estimate for Nvidia ahead of earnings and highlighting continued upside potential, reinforcing Morgan Stanley’s influence in high-profile growth themes that investors are still rewarding. Morgan Stanley Lifts Nvidia Stock (NVDA) Price Target Ahead of Q1 Earnings, Sees ‘Continued Upside to Numbers’
- Neutral Sentiment: Recent market headlines show Morgan Stanley-linked commentary spanning everything from AI infrastructure to energy and utilities, suggesting the bank is well positioned around major investor themes, though none of these articles directly change MS fundamentals today.
- Negative Sentiment: At the same time, the firm warned that a bond selloff could trigger a meaningful stock-market correction. That caution may temper enthusiasm and explains why any move higher in Morgan Stanley (MS) is modest rather than explosive. Morgan Stanley’s Wilson Warns Stock Rally at Risk From Bond Rout
Insiders Place Their Bets
Morgan Stanley Stock Up 0.1%
Shares of NYSE MS opened at $192.71 on Tuesday. The business has a 50-day moving average of $176.15 and a two-hundred day moving average of $175.16. The company has a market capitalization of $303.96 billion, a price-to-earnings ratio of 17.46, a price-to-earnings-growth ratio of 1.45 and a beta of 1.22. Morgan Stanley has a 1 year low of $123.88 and a 1 year high of $197.50. The company has a debt-to-equity ratio of 3.52, a current ratio of 0.77 and a quick ratio of 0.77.
Morgan Stanley (NYSE:MS – Get Free Report) last announced its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 EPS for the quarter, beating the consensus estimate of $3.02 by $0.41. The company had revenue of $20.58 billion for the quarter, compared to analyst estimates of $19.23 billion. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The firm’s revenue was up 16.0% on a year-over-year basis. During the same period in the prior year, the firm posted $2.60 earnings per share. On average, analysts forecast that Morgan Stanley will post 11.85 earnings per share for the current fiscal year.
Morgan Stanley Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Thursday, April 30th were paid a $1.00 dividend. This represents a $4.00 annualized dividend and a yield of 2.1%. The ex-dividend date was Thursday, April 30th. Morgan Stanley’s dividend payout ratio is currently 36.23%.
Wall Street Analysts Forecast Growth
MS has been the topic of a number of analyst reports. Barclays increased their price target on Morgan Stanley from $219.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday, April 16th. Wolfe Research cut their target price on shares of Morgan Stanley from $221.00 to $197.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 1st. The Goldman Sachs Group raised their target price on shares of Morgan Stanley from $186.00 to $205.00 and gave the company a “neutral” rating in a report on Thursday, April 16th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $207.00 price target on shares of Morgan Stanley in a research note on Thursday, April 16th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Morgan Stanley in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $206.26.
Read Our Latest Stock Report on Morgan Stanley
Morgan Stanley 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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