NewEdge Advisors LLC decreased its position in Morgan Stanley (NYSE:MS – Free Report) by 5.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 245,197 shares of the financial services provider’s stock after selling 13,634 shares during the quarter. NewEdge Advisors LLC’s holdings in Morgan Stanley were worth $40,352,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also modified their holdings of the company. Motiv8 Investments LLC acquired a new stake in shares of Morgan Stanley in the fourth quarter valued at about $25,000. Purpose Unlimited Inc. acquired a new position in shares of Morgan Stanley during the 4th quarter worth about $25,000. WFA of San Diego LLC bought a new stake in Morgan Stanley during the 2nd quarter valued at approximately $28,000. Nvest Wealth Strategies Inc. bought a new stake in Morgan Stanley during the 4th quarter valued at approximately $31,000. Finally, Mowery & Schoenfeld Wealth Management LLC grew its holdings in Morgan Stanley by 1,855.6% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 176 shares of the financial services provider’s stock valued at $31,000 after buying an additional 167 shares during the last quarter. 84.19% of the stock is currently owned by institutional investors and hedge funds.
Key Stories Impacting Morgan Stanley
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley’s possible billion-dollar regional hub in downtown Dallas received approval for a key planning element, supporting the firm’s long-term growth and talent-retention strategy in the region. Morgan Stanley’s possible downtown hub gets sign approval
- Positive Sentiment: Wealth management remains an important stabilizing factor for Morgan Stanley, providing recurring fee revenue and diversification from more market-sensitive investment-banking and trading operations. Why Is Wealth Management Anchoring Morgan Stanley
- Neutral Sentiment: Analyst views remain mixed, suggesting investors may be reassessing Morgan Stanley’s valuation after its strong earnings performance. The company previously reported quarterly EPS of $3.46 and revenue of $21.35 billion, both above consensus estimates.
- Negative Sentiment: A Morgan Stanley-led banking group is reportedly preparing to sell roughly $15 billion of debt connected to a Google-backed Anthropic data center. The transaction could generate fees, but investors may be concerned about exposure to heavily leveraged AI infrastructure financing and the possibility that banks are transferring risk to the market. Morgan Stanley-led banks to offload debt tied to Anthropic data center
Analyst Upgrades and Downgrades
Read Our Latest Stock Analysis on MS
Morgan Stanley Price Performance
Shares of MS stock opened at $213.99 on Friday. Morgan Stanley has a 12 month low of $140.60 and a 12 month high of $232.25. The company has a market capitalization of $337.52 billion, a P/E ratio of 17.30, a P/E/G ratio of 1.55 and a beta of 1.22. The stock has a 50 day moving average of $216.36 and a two-hundred day moving average of $191.66. The company has a current ratio of 0.79, a quick ratio of 0.77 and a debt-to-equity ratio of 3.65.
Morgan Stanley (NYSE:MS – Get Free Report) last released its quarterly earnings data on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.57. The business had revenue of $21.35 billion for the quarter, compared to analysts’ expectations of $19.67 billion. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.Morgan Stanley’s quarterly revenue was up 27.1% on a year-over-year basis. During the same period in the previous year, the business posted $2.13 earnings per share. As a group, equities analysts expect that Morgan Stanley will post 12.79 EPS for the current year.
Morgan Stanley Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be paid a dividend of $1.15 per share. This is an increase from Morgan Stanley’s previous quarterly dividend of $1.00. This represents a $4.60 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Friday, July 31st. Morgan Stanley’s dividend payout ratio is presently 37.19%.
Morgan Stanley declared that its board has approved a share repurchase program on Wednesday, June 24th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the financial services provider to repurchase up to 5.6% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its shares are undervalued.
Morgan Stanley Company 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.
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