Morgan Stanley $MS Holdings Raised by Integrity Alliance LLC.

Posted by Francis Steltz on May 29th, 2026

Integrity Alliance LLC. lifted its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 151.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 8,413 shares of the financial services provider’s stock after acquiring an additional 5,063 shares during the period. Integrity Alliance LLC.’s holdings in Morgan Stanley were worth $1,494,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Olistico Wealth LLC bought a new stake in shares of Morgan Stanley during the fourth quarter valued at about $27,000. Lodestone Wealth Management LLC bought a new stake in shares of Morgan Stanley during the fourth quarter valued at about $28,000. WFA of San Diego LLC bought a new stake in shares of Morgan Stanley during the second quarter valued at about $28,000. Greykasell Wealth Strategies Inc. raised its stake in shares of Morgan Stanley by 65.2% during the third quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock valued at $29,000 after purchasing an additional 73 shares in the last quarter. Finally, Nvest Wealth Strategies Inc. bought a new stake in shares of Morgan Stanley during the fourth quarter valued at about $31,000. 84.19% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Morgan Stanley news, insider Andrew M. Saperstein sold 51,668 shares of the firm’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $188.59, for a total transaction of $9,744,068.12. Following the completion of the sale, the insider directly owned 282,142 shares in the company, valued at approximately $53,209,159.78. This trade represents a 15.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Eric F. Grossman sold 11,118 shares of the firm’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $190.75, for a total value of $2,120,758.50. Following the sale, the insider owned 169,403 shares of the company’s stock, valued at $32,313,622.25. The trade was a 6.16% decrease in their ownership of the stock. 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. 0.17% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on MS. Erste Group Bank raised Morgan Stanley from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Zacks Research raised Morgan Stanley from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 28th. Barclays lifted their target price on Morgan Stanley from $219.00 to $230.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. Wells Fargo & Company lifted their target price on Morgan Stanley from $189.00 to $200.00 and gave the stock an “equal weight” rating in a report on Thursday, April 16th. Finally, BNP Paribas Exane lifted their target price on Morgan Stanley from $195.00 to $205.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $205.95.

Check Out Our Latest Stock Report on Morgan Stanley

Morgan Stanley Trading Up 1.1%

Shares of MS opened at $203.90 on Friday. The business’s 50-day moving average price is $182.79 and its 200 day moving average price is $177.18. The stock has a market capitalization of $321.60 billion, a P/E ratio of 18.47, a P/E/G ratio of 1.51 and a beta of 1.22. Morgan Stanley has a 1-year low of $126.35 and a 1-year high of $204.38. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 3.52.

Morgan Stanley (NYSE:MS – Get Free Report) last issued its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, topping analysts’ consensus estimates of $3.02 by $0.41. The firm had revenue of $20.58 billion for the quarter, compared to analysts’ expectations of $19.23 billion. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.Morgan Stanley’s revenue was up 16.0% on a year-over-year basis. During the same quarter last year, the business posted $2.60 EPS. Analysts expect that Morgan Stanley will post 11.85 earnings per share for the current year.

Morgan Stanley Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Thursday, April 30th were paid a $1.00 dividend. 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 2.0%. Morgan Stanley’s dividend payout ratio (DPR) is currently 36.23%.

Morgan Stanley News Summary

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

Positive Sentiment: Morgan Stanley continued to benefit from strong recent earnings, with the company having recently beaten consensus on both EPS and revenue, reinforcing confidence in its operating performance.
Positive Sentiment: Recent commentary highlighted “record revenue” and rising dividends, which can help attract income-focused investors and support the stock’s valuation. Record Revenue, Rising Dividends—So Why Aren’t Analysts Saying Buy? (MS)
Positive Sentiment: Analyst coverage remains constructive overall, including multiple buy-equivalent ratings and a recent price target of $610 from Morgan Stanley analyst Manan Gosalia on Broadcom-related coverage, which reflects the firm’s continued visibility across key growth themes.
Neutral Sentiment: Some articles mention Morgan Stanley in connection with broader market calls and conference sponsorships, which are not direct catalysts for MS shares but keep the firm in the headlines.

Morgan Stanley 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.