Lido Advisors LLC grew its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 255,519 shares of the financial services provider’s stock after buying an additional 3,150 shares during the quarter. Lido Advisors LLC’s holdings in Morgan Stanley were worth $42,422,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. grew its stake in shares of Morgan Stanley by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 119,718,100 shares of the financial services provider’s stock valued at $21,253,554,000 after buying an additional 1,361,940 shares during the last quarter. Capital International Investors grew its stake in shares of Morgan Stanley by 0.6% during the third quarter. Capital International Investors now owns 27,321,214 shares of the financial services provider’s stock valued at $4,343,523,000 after buying an additional 167,487 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Morgan Stanley by 2.0% during the fourth quarter. Geode Capital Management LLC now owns 27,070,557 shares of the financial services provider’s stock valued at $4,786,350,000 after buying an additional 534,708 shares during the last quarter. Fisher Asset Management LLC grew its stake in shares of Morgan Stanley by 2.1% during the fourth quarter. Fisher Asset Management LLC now owns 25,018,335 shares of the financial services provider’s stock valued at $4,441,505,000 after buying an additional 524,189 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Morgan Stanley during the fourth quarter valued at approximately $2,736,648,000. Institutional investors own 84.19% of the company’s stock.
Key Stories Impacting Morgan Stanley
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley and Goldman Sachs were reportedly chosen to lead Anthropic’s IPO, a potentially high-profile assignment that could bring underwriting fees, trading activity, and prestige if the deal moves forward. Morgan Stanley and Goldman Sachs Land Anthropic IPO
- Positive Sentiment: A separate report said Morgan Stanley Expansion Capital led a $33 million growth financing for Subtle Medical, reinforcing the firm’s active role in funding AI-related and healthcare technology opportunities. Morgan Stanley Expansion Capital Leads $33 Million Growth Financing For Subtle Medical
- Neutral Sentiment: Morgan Stanley also published macro commentary warning that Federal Reserve Chair Kevin Warsh’s first policy meeting could jolt foreign-exchange markets, a view that matters more for the broader market backdrop than for MS directly. Warsh’s Fed Debut Is a Key Risk for FX, Morgan Stanley Says
Wall Street Analysts Forecast Growth
Read Our Latest Research Report on MS
Morgan Stanley Stock Performance
Shares of MS opened at $210.63 on Thursday. Morgan Stanley has a 12 month low of $127.34 and a 12 month high of $217.03. The stock has a fifty day moving average price of $186.82 and a 200-day moving average price of $178.43. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 3.52. The firm has a market cap of $332.22 billion, a PE ratio of 19.08, a P/E/G ratio of 1.61 and a beta of 1.23.
Morgan Stanley (NYSE:MS – Get Free Report) last issued its earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.02 by $0.41. The company had revenue of $20.58 billion during the quarter, compared to analyst estimates of $19.23 billion. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The firm’s quarterly revenue was up 16.0% on a year-over-year basis. During the same quarter last year, the business posted $2.60 EPS. Equities research analysts predict that Morgan Stanley will post 11.85 earnings per share for the current fiscal year.
Morgan Stanley Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Thursday, April 30th were paid a $1.00 dividend. The ex-dividend date was Thursday, April 30th. This represents a $4.00 dividend on an annualized basis and a yield of 1.9%. Morgan Stanley’s dividend payout ratio (DPR) is 36.23%.
Insider Buying and Selling
In other Morgan Stanley news, insider Eric F. Grossman sold 11,118 shares of the stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the sale, the insider directly owned 169,403 shares of the company’s stock, valued at approximately $32,313,622.25. This trade represents a 6.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Daniel A. Simkowitz sold 14,690 shares of the stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $189.24, for a total value of $2,779,935.60. Following the sale, the insider directly owned 365,802 shares in the company, valued at $69,224,370.48. This represents a 3.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 77,476 shares of company stock worth $14,644,762 in the last 90 days. Insiders own 0.17% of the company’s stock.
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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