Triglav Investments D.O.O. Trims Stock Position in Morgan Stanley $MS

Posted by Brian Himes on Jul 13th, 2026

Triglav Investments D.O.O. cut its position in Morgan Stanley (NYSE:MS – Free Report) by 55.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,151 shares of the financial services provider’s stock after selling 25,426 shares during the quarter. Triglav Investments D.O.O.’s holdings in Morgan Stanley were worth $3,315,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of the company. CBIZ Investment Advisory Services LLC raised its position in shares of Morgan Stanley by 12.3% in the fourth quarter. CBIZ Investment Advisory Services LLC now owns 502 shares of the financial services provider’s stock worth $89,000 after buying an additional 55 shares in the last quarter. Powers Advisory Group LLC increased its stake in Morgan Stanley by 4.0% in the 4th 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 last quarter. Fielder Capital Group LLC raised its holdings in shares of Morgan Stanley by 1.4% in the 4th quarter. Fielder Capital Group LLC now owns 4,216 shares of the financial services provider’s stock valued at $748,000 after acquiring an additional 57 shares in the last quarter. Central Bank & Trust Co. raised its holdings in shares of Morgan Stanley by 3.4% in the 4th quarter. Central Bank & Trust Co. now owns 1,767 shares of the financial services provider’s stock valued at $314,000 after acquiring an additional 58 shares in the last quarter. Finally, Howard Financial Services LTD. boosted its position in shares of 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 valued at $635,000 after acquiring an additional 58 shares during the last quarter. 84.19% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, insider Andrew M. Saperstein sold 51,668 shares of the stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $188.59, for a total value of $9,744,068.12. Following the completion of the transaction, the insider owned 282,142 shares of the company’s stock, valued at approximately $53,209,159.78. This represents a 15.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Eric F. Grossman sold 11,118 shares of the firm’s stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $190.75, for a total value of $2,120,758.50. Following the completion of the transaction, the insider owned 169,403 shares of the company’s stock, valued at approximately $32,313,622.25. The trade was a 6.16% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 77,476 shares of company stock worth $14,644,762. Company insiders own 0.17% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on MS shares. Rothschild & Co Redburn upped their price objective on shares of Morgan Stanley from $183.00 to $195.00 and gave the stock a “neutral” rating in a research report on Thursday, June 25th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $207.00 price target on shares of Morgan Stanley in a report on Thursday, April 16th. Bank of America raised their price objective on shares of Morgan Stanley from $225.00 to $250.00 and gave the company a “buy” rating in a research report on Tuesday, July 7th. Wells Fargo & Company lifted their price objective on shares of Morgan Stanley from $200.00 to $225.00 and gave the stock an “equal weight” rating in a report on Wednesday, June 24th. Finally, Daiwa Securities Group increased their target price on Morgan Stanley from $175.00 to $198.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Morgan Stanley currently has a consensus rating of “Moderate Buy” and an average price target of $215.20.

Get Our Latest Report on MS

Morgan Stanley Stock Down 0.0%

Shares of Morgan Stanley stock opened at $222.21 on Monday. The company has a debt-to-equity ratio of 3.52, a quick ratio of 0.77 and a current ratio of 0.77. Morgan Stanley has a 52-week low of $135.26 and a 52-week high of $230.47. The company’s 50 day moving average price is $208.58 and its 200-day moving average price is $187.31. The stock has a market capitalization of $350.48 billion, a price-to-earnings ratio of 20.13, a P/E/G ratio of 1.68 and a beta of 1.23.

Morgan Stanley (NYSE:MS – Get Free Report) last announced its quarterly 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. 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 firm earned $2.60 EPS. The company’s revenue was up 16.0% on a year-over-year basis. Equities research analysts forecast that Morgan Stanley will post 11.98 EPS for the current year.

Morgan Stanley announced that its board has approved a share repurchase plan on Wednesday, June 24th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the financial services provider to reacquire up to 5.6% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board believes its shares are undervalued.

Morgan Stanley Announces Dividend

The company 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. The ex-dividend date was Thursday, April 30th. This represents a $4.00 dividend on an annualized basis and a dividend yield of 1.8%. Morgan Stanley’s dividend payout ratio is 36.23%.

Key Morgan Stanley News

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

Positive Sentiment: Morgan Stanley Infrastructure Partners announced it entered exclusivity to acquire a majority stake in Nicollin Environnement, a French environmental services company. The move highlights MS’s private-markets and infrastructure investing capabilities beyond traditional banking. Morgan Stanley Infrastructure Partners Enters Into Agreement to Acquire Majority Stake in Nicollin Environnement
Positive Sentiment: Analyst and media coverage continued to frame Morgan Stanley as a beneficiary of strong banking results heading into Q2 earnings season, with bank earnings generally expected to be solid and supporting sentiment for large financial stocks like MS. Bank Earnings Look Strong Ahead of Q2: ETFs in Focus
Neutral Sentiment: Separate commentary said Morgan Stanley warned that the AI chip rally may be losing momentum, but this is more a macro/sector view than a direct catalyst for MS shares. Morgan Stanley warns AI chip rally may be running out of steam

Morgan Stanley Company Profile

(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.