Sequoia Financial Advisors LLC Has $58.54 Million Stock Holdings in Morgan Stanley $MS

Posted by Stanley Muller on Sep 10th, 2026

Sequoia Financial Advisors LLC grew its position in Morgan Stanley (NYSE:MS – Free Report) by 3.2% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 280,037 shares of the financial services provider’s stock after buying an additional 8,596 shares during the period. Sequoia Financial Advisors LLC’s holdings in Morgan Stanley were worth $58,539,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its stake in shares of Morgan Stanley by 10.2% during the fourth quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider’s stock worth $1,607,000 after buying an additional 1,185 shares during the last quarter. Main Street Financial Solutions LLC grew its stake in shares of Morgan Stanley by 69.0% during the second quarter. Main Street Financial Solutions LLC now owns 8,964 shares of the financial services provider’s stock worth $1,263,000 after purchasing an additional 3,661 shares during the period. Diversify Advisory Services LLC lifted its stake in Morgan Stanley by 90.9% in the second quarter. Diversify Advisory Services LLC now owns 16,148 shares of the financial services provider’s stock valued at $2,378,000 after buying an additional 7,688 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in Morgan Stanley by 6.3% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 263,575 shares of the financial services provider’s stock worth $37,127,000 after buying an additional 15,623 shares during the last quarter. Finally, Jupiter Wealth Management LLC boosted its holdings in Morgan Stanley by 7.8% during the second quarter. Jupiter Wealth Management LLC now owns 52,825 shares of the financial services provider’s stock worth $7,805,000 after buying an additional 3,807 shares during the last quarter. Institutional investors own 84.19% of the company’s stock.

Morgan Stanley Trading Down 0.4%

NYSE MS opened at $215.45 on Thursday. The company has a debt-to-equity ratio of 3.65, a current ratio of 0.79 and a quick ratio of 0.79. The stock has a market capitalization of $339.83 billion, a P/E ratio of 17.42, a P/E/G ratio of 1.49 and a beta of 1.21. The business has a 50 day simple moving average of $216.04 and a 200 day simple moving average of $197.75. Morgan Stanley has a one year low of $151.42 and a one year high of $232.25.

Morgan Stanley (NYSE:MS – Get Free Report) last issued its earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.57. The company had revenue of $21.35 billion for the quarter, compared to analyst estimates of $19.67 billion. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.Morgan Stanley’s revenue for the quarter was up 27.1% on a year-over-year basis. During the same period in the prior year, the firm earned $2.13 earnings per share. Research analysts expect that Morgan Stanley will post 12.8 earnings per share for the current year.

Morgan Stanley announced that its Board of Directors has initiated a share repurchase 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 purchase up to 5.6% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s management believes its stock is undervalued.

Morgan Stanley Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Friday, July 31st were issued a dividend of $1.15 per share. This represents a $4.60 annualized dividend and a yield of 2.1%. This is a positive change from Morgan Stanley’s previous quarterly dividend of $1.00. The ex-dividend date of this dividend was Friday, July 31st. Morgan Stanley’s dividend payout ratio is currently 37.19%.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on MS shares. Wells Fargo & Company increased their target price on shares of Morgan Stanley from $225.00 to $240.00 and gave the stock an “equal weight” rating in a report on Thursday, July 16th. CICC Research upped their target price on Morgan Stanley from $175.00 to $200.00 and gave the stock an “outperform” rating in a report on Tuesday, May 19th. Barclays raised their target price on shares of Morgan Stanley from $230.00 to $262.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Weiss Ratings raised shares of Morgan Stanley from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, August 5th. Finally, Evercore reissued an “outperform” rating on shares of Morgan Stanley in a report on Monday, July 6th. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $224.75.

View Our Latest Analysis on Morgan Stanley

Trending Headlines about Morgan Stanley

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

Positive Sentiment: Jim Cramer highlighted Morgan Stanley as a “quiet execution winner” over newer fintech and blockchain companies, providing favorable retail-investor visibility. Jim Cramer backs Morgan Stanley
Positive Sentiment: Morgan Stanley’s most recent reported quarter showed strong operating momentum: earnings per share of $3.46 beat estimates of $2.89, while revenue of $21.35 billion exceeded the $19.67 billion consensus and increased 27.1% year over year.
Neutral Sentiment: An opinion article argued that Morgan Stanley may be expensive after its rally, potentially encouraging profit-taking even though the business has delivered strong results. Morgan Stanley valuation commentary
Negative Sentiment: Morgan Stanley strategist Mike Wilson warned that oil prices above $100 per barrel and elevated interest rates are among the main near-term risks for stocks. Higher rates can pressure financial-sector valuations and raise concerns about economic growth and capital-markets activity. Morgan Stanley warns on oil and rates
Negative Sentiment: Merrill Lynch recruited an advisory team from Morgan Stanley as part of a broader $1.8 billion advisor move. While unlikely to materially affect near-term earnings, the departure adds a modest competitive and wealth-management retention overhang. Merrill recruits Morgan Stanley advisors

Morgan Stanley Profile

(Free Report)

Morgan Stanley (NYSE: MS) is a global financial services company that provides investment banking, securities, wealth management and investment management services. The company serves corporations, governments, financial institutions, individuals and institutional investors through a range of advisory, capital-raising, trading and investment-related activities.

Morgan Stanley’s Institutional Securities business offers investment banking services, including mergers and acquisitions advice, underwriting and capital markets services.