iA Global Asset Management Inc. lifted its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 367.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,585 shares of the financial services provider’s stock after purchasing an additional 5,175 shares during the quarter. iA Global Asset Management Inc.’s holdings in Morgan Stanley were worth $1,169,000 at the end of the most recent reporting period.
A number of other institutional investors also recently modified their holdings of MS. Olistico Wealth LLC bought a new stake in Morgan Stanley during the fourth quarter worth $27,000. Lodestone Wealth Management LLC bought a new stake in Morgan Stanley during the fourth quarter worth $28,000. Nvest Wealth Strategies Inc. bought a new stake in Morgan Stanley during the fourth quarter worth $31,000. Mowery & Schoenfeld Wealth Management LLC grew its holdings in Morgan Stanley by 1,855.6% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 176 shares of the financial services provider’s stock worth $31,000 after buying an additional 167 shares in the last quarter. Finally, Greykasell Wealth Strategies Inc. grew its holdings in Morgan Stanley by 65.2% during the third quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock worth $29,000 after buying an additional 73 shares in the last quarter. 84.19% of the stock is owned by institutional investors and hedge funds.
More Morgan Stanley News
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley’s own analysis of broader markets remains constructive, with strategists saying equities still have upside support from AI-driven growth and employment trends, even as they flag recession and bond-market risks. That keeps the firm visible in the ongoing AI-led market narrative. Morgan Stanley Remains Bullish on Equities While Flagging Recession Risks Ahead
- Positive Sentiment: The bank also helped fuel bullish sentiment in semiconductors by raising its revenue estimate for Nvidia ahead of earnings and highlighting continued upside potential, reinforcing Morgan Stanley’s influence in high-profile growth themes that investors are still rewarding. Morgan Stanley Lifts Nvidia Stock (NVDA) Price Target Ahead of Q1 Earnings, Sees ‘Continued Upside to Numbers’
- Neutral Sentiment: Recent market headlines show Morgan Stanley-linked commentary spanning everything from AI infrastructure to energy and utilities, suggesting the bank is well positioned around major investor themes, though none of these articles directly change MS fundamentals today.
- Negative Sentiment: At the same time, the firm warned that a bond selloff could trigger a meaningful stock-market correction. That caution may temper enthusiasm and explains why any move higher in Morgan Stanley (MS) is modest rather than explosive. Morgan Stanley’s Wilson Warns Stock Rally at Risk From Bond Rout
Analyst Upgrades and Downgrades
Get Our Latest Stock Report on MS
Morgan Stanley Stock Up 0.1%
Shares of NYSE MS opened at $192.71 on Tuesday. Morgan Stanley has a one year low of $123.88 and a one year high of $197.50. 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 business’s fifty day moving average price is $176.15 and its 200-day moving average price is $175.16. The stock has a market capitalization of $303.96 billion, a PE ratio of 17.46, a P/E/G ratio of 1.45 and a beta of 1.22.
Morgan Stanley (NYSE:MS – Get Free Report) last issued its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 EPS for the quarter, beating analysts’ consensus estimates of $3.02 by $0.41. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The firm had revenue of $20.58 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter in the prior year, the firm earned $2.60 EPS. The business’s revenue for the quarter was up 16.0% compared to the same quarter last year. On average, equities research analysts anticipate that Morgan Stanley will post 11.85 EPS for the current year.
Morgan Stanley Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Thursday, April 30th were issued a dividend of $1.00 per share. The ex-dividend date of this dividend was Thursday, April 30th. This represents a $4.00 dividend on an annualized basis and a yield of 2.1%. Morgan Stanley’s dividend payout ratio is 36.23%.
Insider Buying and Selling
In related news, insider Daniel A. Simkowitz sold 14,690 shares of the stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $189.24, for a total transaction of $2,779,935.60. Following the sale, the insider owned 365,802 shares of the company’s stock, valued at approximately $69,224,370.48. This represents a 3.86% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Andrew M. Saperstein sold 51,668 shares of the stock in a transaction dated 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 sale, the insider directly owned 282,142 shares in the company, valued at $53,209,159.78. This trade represents a 15.48% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 77,476 shares of company stock valued at $14,644,762. Corporate insiders own 0.17% of the company’s stock.
About Morgan Stanley
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.
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