Glenview Trust Co trimmed its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 12.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,899 shares of the financial services provider’s stock after selling 4,293 shares during the period. Glenview Trust Co’s holdings in Morgan Stanley were worth $4,920,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MS. Purpose Unlimited Inc. acquired a new position in shares of Morgan Stanley in the fourth quarter worth about $25,000. Motiv8 Investments LLC acquired a new stake in Morgan Stanley during the 4th quarter valued at approximately $25,000. Olistico Wealth LLC purchased a new stake in Morgan Stanley during the 4th quarter worth approximately $27,000. Lodestone Wealth Management LLC purchased a new stake in Morgan Stanley during the 4th quarter worth approximately $28,000. Finally, WFA of San Diego LLC acquired a new position in shares of Morgan Stanley in the 2nd quarter valued at approximately $28,000. 84.19% of the stock is owned by hedge funds and other institutional investors.
Morgan Stanley Price Performance
MS opened at $216.34 on Wednesday. The firm has a market cap of $341.23 billion, a price-to-earnings ratio of 17.49, a price-to-earnings-growth ratio of 1.51 and a beta of 1.23. Morgan Stanley has a fifty-two week low of $136.17 and a fifty-two week high of $232.25. The company’s 50-day moving average price is $212.58 and its 200 day moving average price is $189.27. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52.
Morgan Stanley announced that its board has authorized a share buyback program on Wednesday, June 24th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the financial services provider to buy up to 5.6% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.
Morgan Stanley Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be given a $1.15 dividend. This is a boost from Morgan Stanley’s previous quarterly dividend of $1.00. This represents a $4.60 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Friday, July 31st. Morgan Stanley’s dividend payout ratio is 37.19%.
Key Headlines Impacting Morgan Stanley
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley is being viewed as Wall Street’s leading bank for AI debt deals, boosting optimism about investment-banking and financing revenue tied to data-center buildouts.
- Positive Sentiment: Analysts and media reports point to continued strength in Morgan Stanley’s outlook, including an article noting that FY2026 EPS forecasts were lifted.
- Positive Sentiment: Separate commentary says Morgan Stanley remains constructive on multiple sectors, including semiconductors and AI-linked infrastructure, reinforcing its image as a well-positioned market bellwether. Article: Morgan Stanley becomes Wall Street’s top bank for AI debt deals
- Neutral Sentiment: Investor attention is also being driven by general search interest and media mentions around Morgan Stanley, which can add to short-term trading momentum. Article: Morgan Stanley (MS) is Attracting Investor Attention: Here is What You Should Know
- Negative Sentiment: At the same time, Morgan Stanley recently downgraded several software names, including Adobe and Salesforce, which underscores ongoing concerns about AI-related disruption in parts of tech and may temper enthusiasm elsewhere in the market.
Wall Street Analyst Weigh In
MS has been the subject of a number of research analyst reports. Citigroup lifted their price target on shares of Morgan Stanley from $220.00 to $235.00 and gave the stock a “neutral” rating in a research note on Friday. CICC Research increased their price objective on shares of Morgan Stanley from $175.00 to $200.00 and gave the company an “outperform” rating in a research note on Tuesday, May 19th. Wells Fargo & Company upped their target price on shares of Morgan Stanley from $225.00 to $240.00 and gave the company an “equal weight” rating in a research note on Thursday, July 16th. JPMorgan Chase & Co. increased their price target on shares of Morgan Stanley from $187.00 to $195.00 and gave the stock a “neutral” rating in a research report on Thursday, July 16th. Finally, Zacks Research downgraded Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Wednesday, May 27th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $224.50.
View Our Latest 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.
Featured Stories
- Five stocks we like better than Morgan Stanley
- Confidence Is Back, But Earnings Show the Consumer Is Being Picky
- AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off
- 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative?
- 3 Photonics Companies Making Quantum Tech Possible
Want to see what other hedge funds are holding MS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Morgan Stanley (NYSE:MS – Free Report).
Receive News & Ratings for Morgan Stanley Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Morgan Stanley and related companies with MarketBeat.com's FREE daily email newsletter.
