New Mexico Educational Retirement Board Has $12.50 Million Stock Position in Morgan Stanley $MS

Posted by Brenda Bartman on Aug 29th, 2026

New Mexico Educational Retirement Board increased its holdings in Morgan Stanley (NYSE:MS – Free Report) by 6.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,810 shares of the financial services provider’s stock after acquiring an additional 3,700 shares during the period. New Mexico Educational Retirement Board’s holdings in Morgan Stanley were worth $12,503,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Mitsubishi UFJ Financial Group Inc. purchased a new stake in shares of Morgan Stanley in the second quarter worth approximately $78,825,883,310. State Street Corp grew its position in Morgan Stanley by 0.5% during the fourth quarter. State Street Corp now owns 103,854,751 shares of the financial services provider’s stock valued at $18,437,334,000 after purchasing an additional 539,544 shares in the last quarter. Geode Capital Management LLC increased its stake in Morgan Stanley by 2.0% in the 4th quarter. Geode Capital Management LLC now owns 27,070,557 shares of the financial services provider’s stock valued at $4,786,350,000 after buying an additional 534,708 shares during the period. Fisher Asset Management LLC increased its stake in Morgan Stanley by 2.1% in the 4th quarter. Fisher Asset Management LLC now owns 25,018,335 shares of the financial services provider’s stock valued at $4,441,505,000 after buying an additional 524,189 shares during the period. Finally, Bank of America Corp DE lifted its position in Morgan Stanley by 0.5% in the 1st quarter. Bank of America Corp DE now owns 16,326,676 shares of the financial services provider’s stock worth $2,686,881,000 after buying an additional 87,533 shares in the last quarter. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Morgan Stanley

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

Positive Sentiment: Industry tailwinds support the outlook: Zacks identified Morgan Stanley among investment banks positioned to benefit from increased technology spending, active trading, and stronger underwriting and advisory activity. These trends could support revenue growth across wealth management and institutional securities. 3 Investment Bank Stocks Set to Benefit From Industry Tailwinds
Neutral Sentiment: Recent earnings momentum remains a fundamental support: Morgan Stanley’s latest quarterly results showed adjusted earnings per share of $3.46, well above the $2.89 consensus estimate, while revenue rose 27.1% year over year to $21.35 billion. However, these results were released earlier and do not represent a fresh trading catalyst.
Neutral Sentiment: Investment-banking activity remains visible: Morgan Stanley was listed among institutional buyers in recent Indian transactions involving Purple Style Labs and Lenskart. These deals may generate advisory or underwriting revenue, but the announcements do not appear material enough to directly affect MS shares. Purple Style Raises Funds Ahead of IPO

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on MS shares. UBS Group lifted their target price on shares of Morgan Stanley from $255.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, August 3rd. Rothschild & Co Redburn upped their price target on shares of Morgan Stanley from $183.00 to $195.00 and gave the stock a “neutral” rating in a research note on Thursday, June 25th. JPMorgan Chase & Co. increased their price objective on Morgan Stanley from $187.00 to $195.00 and gave the stock a “neutral” rating in a report on Thursday, July 16th. CICC Research lifted their price objective on Morgan Stanley from $175.00 to $200.00 and gave the company an “outperform” rating in a research report on Tuesday, May 19th. Finally, Daiwa Securities Group boosted their target price on Morgan Stanley from $175.00 to $198.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $224.75.

Read Our Latest Stock Report on Morgan Stanley

Morgan Stanley Price Performance

NYSE MS opened at $214.69 on Friday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.65. The stock has a market capitalization of $338.63 billion, a PE ratio of 17.36, a price-to-earnings-growth ratio of 1.52 and a beta of 1.22. The company has a 50 day moving average price of $216.44 and a two-hundred day moving average price of $195.32. Morgan Stanley has a 12-month low of $145.65 and a 12-month high of $232.25.

Morgan Stanley (NYSE:MS – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The financial services provider reported $3.46 EPS for the quarter, topping the consensus estimate 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 net margin of 15.65% and a return on equity of 19.31%. Morgan Stanley’s quarterly revenue was up 27.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.13 EPS. As a group, equities analysts predict that Morgan Stanley will post 12.79 earnings per share for the current fiscal year.

Morgan Stanley declared that its board has authorized a stock buyback plan on Wednesday, June 24th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the financial services provider to repurchase up to 5.6% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board of directors believes its shares are undervalued.

Morgan Stanley Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Friday, July 31st were issued a $1.15 dividend. This is a boost 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 was Friday, July 31st. Morgan Stanley’s dividend payout ratio is currently 37.19%.

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.

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Institutional Ownership by Quarter for Morgan Stanley (NYSE:MS)

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