Healthcare of Ontario Pension Plan Trust Fund Has $179.15 Million Stake in Morgan Stanley $MS

Posted by Brenda Bartman on Jun 14th, 2026

Healthcare of Ontario Pension Plan Trust Fund grew its stake in Morgan Stanley (NYSE:MS – Free Report) by 30.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,009,149 shares of the financial services provider’s stock after purchasing an additional 233,221 shares during the period. Healthcare of Ontario Pension Plan Trust Fund owned about 0.06% of Morgan Stanley worth $179,154,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its position in Morgan Stanley by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 119,718,100 shares of the financial services provider’s stock worth $21,253,554,000 after buying an additional 1,361,940 shares during the period. State Street Corp boosted its position in Morgan Stanley by 0.5% during the 4th quarter. State Street Corp now owns 103,854,751 shares of the financial services provider’s stock worth $18,437,334,000 after buying an additional 539,544 shares during the period. Capital International Investors boosted its position in Morgan Stanley by 0.6% during the 3rd quarter. Capital International Investors now owns 27,321,214 shares of the financial services provider’s stock worth $4,343,523,000 after buying an additional 167,487 shares during the period. Geode Capital Management LLC boosted its position in Morgan Stanley by 2.0% during the 4th quarter. Geode Capital Management LLC now owns 27,070,557 shares of the financial services provider’s stock worth $4,786,350,000 after buying an additional 534,708 shares during the period. Finally, Fisher Asset Management LLC boosted its position in Morgan Stanley by 2.1% during the 4th quarter. Fisher Asset Management LLC now owns 25,018,335 shares of the financial services provider’s stock worth $4,441,505,000 after buying an additional 524,189 shares during the period. 84.19% of the stock is currently owned by institutional investors and hedge funds.

More Morgan Stanley News

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

Positive Sentiment: JPMorgan raised its price target on Morgan Stanley to $187 from $179 while keeping a neutral rating, signaling improved expectations even though the new target still implies downside from current levels.
Positive Sentiment: Media coverage highlighted Morgan Stanley’s “wide awake” posture on M&A opportunities as the bank pursues a $10 trillion wealth-management ambition, which could support longer-term growth through acquisitions in advisors, private markets, and alternatives.
Positive Sentiment: Additional reports emphasized Morgan Stanley’s continued strength in wealth management and its willingness to expand through inorganic growth, reinforcing the market’s view that the firm has multiple avenues for revenue growth.
Neutral Sentiment: One article noted Morgan Stanley’s stock has climbed near its 52-week high, which may be drawing attention to valuation and limiting upside in the near term.
Neutral Sentiment: Erste Group slightly lowered its FY2026 EPS estimate to $11.97 from $12.00, a minor change that does not appear to have altered the broader bullish tone.
Negative Sentiment: Some market commentary continues to frame Morgan Stanley’s valuation as stretched after a strong rally, and the stock’s proximity to its 52-week high may prompt profit-taking.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Dbs Bank lifted their target price on shares of Morgan Stanley from $185.00 to $220.00 in a research report on Thursday, May 7th. CICC Research lifted their target price on shares of Morgan Stanley from $175.00 to $200.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 19th. Citigroup lifted their target price on shares of Morgan Stanley from $170.00 to $194.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. 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 report on Wednesday, April 1st. Finally, Bank of America lifted their target price on shares of Morgan Stanley from $220.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Twelve investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat.com, Morgan Stanley presently has a consensus rating of “Moderate Buy” and a consensus price target of $206.35.

View Our Latest Analysis on MS

Morgan Stanley Trading Up 0.7%

MS opened at $214.19 on Friday. Morgan Stanley has a twelve month low of $128.81 and a twelve month high of $219.16. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52. The company has a fifty day moving average of $193.73 and a 200-day moving average of $180.84. The stock has a market cap of $337.84 billion, a PE ratio of 19.40, a price-to-earnings-growth ratio of 1.61 and a beta of 1.23.

Morgan Stanley (NYSE:MS – Get Free Report) last released its quarterly earnings data on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, beating the consensus estimate 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 net margin of 14.65% and a return on equity of 17.70%. Morgan Stanley’s revenue for the quarter was up 16.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.60 EPS. On average, sell-side analysts predict that Morgan Stanley will post 11.85 EPS for the current year.

Morgan Stanley Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders 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 annualized dividend and a dividend yield of 1.9%. Morgan Stanley’s payout ratio is currently 36.23%.

Insider Activity

In other news, insider Andrew M. Saperstein sold 51,668 shares of Morgan Stanley stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $188.59, for a total value of $9,744,068.12. Following the completion of the sale, the insider owned 282,142 shares in the company, valued at $53,209,159.78. The trade was a 15.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 $69,224,370.48. This represents a 3.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 77,476 shares of company stock worth $14,644,762 in the last quarter. 0.17% of the stock is owned by corporate insiders.

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.