Fox Run Management L.L.C. Purchases Shares of 11,913 Morgan Stanley $MS

Posted by Francis Steltz on Jun 9th, 2026

Fox Run Management L.L.C. purchased a new stake in shares of Morgan Stanley (NYSE:MS – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 11,913 shares of the financial services provider’s stock, valued at approximately $2,115,000. Morgan Stanley accounts for approximately 0.3% of Fox Run Management L.L.C.’s portfolio, making the stock its 24th largest holding.

Other hedge funds have also made changes to their positions in the company. Norges Bank bought a new stake in shares of Morgan Stanley in the fourth quarter valued at about $2,736,648,000. Vanguard Group Inc. lifted its stake in shares of Morgan Stanley by 1.2% in 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 period. Thrivent Financial for Lutherans lifted its stake in shares of Morgan Stanley by 2,332.9% in the fourth quarter. Thrivent Financial for Lutherans now owns 1,406,495 shares of the financial services provider’s stock valued at $249,710,000 after buying an additional 1,348,683 shares during the period. Junto Capital Management LP bought a new stake in shares of Morgan Stanley in the third quarter valued at about $170,037,000. Finally, Marshall Wace LLP lifted its stake in shares of Morgan Stanley by 40.2% in the third quarter. Marshall Wace LLP now owns 2,933,604 shares of the financial services provider’s stock valued at $466,326,000 after buying an additional 841,263 shares during the period. Institutional investors own 84.19% of the company’s stock.

More Morgan Stanley News

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

Positive Sentiment: Morgan Stanley’s top market strategist said the recent tech selloff looks like a healthy reset, with improving earnings and the economic backdrop still supportive for stocks. Why tech’s record pullback is just a ‘healthy reset’ for the bull market, according to Morgan Stanley’s top stock-market strategist
Positive Sentiment: Related market coverage suggests investors are rotating back into stocks after the prior tech-led pullback, which can support large diversified financials like MS.
Neutral Sentiment: Several news items mention Morgan Stanley conference activity and analyst work, but they appear to be industry-context items rather than direct catalysts for Morgan Stanley’s own fundamentals.
Neutral Sentiment: No major Morgan Stanley earnings, guidance, or capital-return announcement was included in the latest batch of articles.

Morgan Stanley Stock Performance

MS stock opened at $212.11 on Tuesday. The company has a debt-to-equity ratio of 3.52, a current ratio of 0.77 and a quick ratio of 0.77. The company has a 50 day moving average price of $189.79 and a 200 day moving average price of $179.55. Morgan Stanley has a fifty-two week low of $128.81 and a fifty-two week high of $219.16. The stock has a market capitalization of $334.56 billion, a PE ratio of 19.21, a price-to-earnings-growth ratio of 1.59 and a beta of 1.23.

Morgan Stanley (NYSE:MS – Get Free Report) last posted its quarterly earnings data on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, topping the consensus estimate of $3.02 by $0.41. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The firm had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter in the previous year, the company posted $2.60 EPS. Morgan Stanley’s revenue was up 16.0% on a year-over-year basis. Analysts forecast that Morgan Stanley will post 11.85 EPS for the current year.

Morgan Stanley Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Thursday, April 30th were issued a dividend of $1.00 per share. This represents a $4.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Thursday, April 30th. Morgan Stanley’s payout ratio is currently 36.23%.

Insiders Place Their Bets

In other Morgan Stanley news, insider Daniel A. Simkowitz sold 14,690 shares of Morgan Stanley stock in a transaction on Friday, April 17th. The shares were sold at an average price of $189.24, for a total transaction of $2,779,935.60. Following the completion of the sale, the insider owned 365,802 shares of the company’s stock, valued at approximately $69,224,370.48. The trade was a 3.86% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Andrew M. Saperstein sold 51,668 shares of Morgan Stanley stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $188.59, for a total transaction of $9,744,068.12. Following the sale, the insider directly owned 282,142 shares of the company’s stock, valued at $53,209,159.78. This represents a 15.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 77,476 shares of company stock valued at $14,644,762. Company insiders own 0.17% of the company’s stock.

Analyst Ratings Changes

MS has been the subject of several research reports. Daiwa Securities Group increased their target price on shares of Morgan Stanley from $175.00 to $198.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. Citigroup increased their target price on shares of Morgan Stanley from $170.00 to $194.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. BNP Paribas Exane raised their price target on shares of Morgan Stanley from $195.00 to $205.00 and gave the stock a “neutral” rating in a research note on Friday, April 24th. Erste Group Bank upgraded shares of Morgan Stanley from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Finally, Wolfe Research cut their price target on shares of Morgan Stanley from $221.00 to $197.00 and set an “outperform” rating for the company in a research note on Wednesday, April 1st. Twelve equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat, Morgan Stanley currently has an average rating of “Moderate Buy” and a consensus target price of $205.95.

Get Our Latest Stock Report on Morgan Stanley

About Morgan Stanley

(Free Report)

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.