Sather Financial Group Inc purchased a new position in Morgan Stanley (NYSE:MS) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 4,500 shares of the financial services provider’s stock, valued at approximately $217,000.

Other institutional investors also recently bought and sold shares of the company. Omnia Family Wealth LLC grew its stake in shares of Morgan Stanley by 5.8% in the 2nd quarter. Omnia Family Wealth LLC now owns 2,429 shares of the financial services provider’s stock worth $108,000 after buying an additional 134 shares during the last quarter. Invictus RG boosted its stake in Morgan Stanley by 307.5% during the 3rd quarter. Invictus RG now owns 2,335 shares of the financial services provider’s stock valued at $112,000 after purchasing an additional 1,762 shares during the last quarter. Rational Advisors LLC purchased a new stake in Morgan Stanley during the 3rd quarter valued at $116,000. WFG Advisors LP boosted its stake in Morgan Stanley by 45.4% during the 2nd quarter. WFG Advisors LP now owns 2,690 shares of the financial services provider’s stock valued at $120,000 after purchasing an additional 840 shares during the last quarter. Finally, BB&T Investment Services Inc. boosted its stake in Morgan Stanley by 163.1% during the 3rd quarter. BB&T Investment Services Inc. now owns 2,655 shares of the financial services provider’s stock valued at $127,000 after purchasing an additional 1,646 shares during the last quarter. Institutional investors own 85.60% of the company’s stock.

In related news, insider Keishi Hotsuki sold 25,000 shares of the firm’s stock in a transaction on Tuesday, November 28th. The stock was sold at an average price of $50.00, for a total value of $1,250,000.00. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Alistair Darling sold 3,850 shares of the firm’s stock in a transaction on Friday, November 24th. The stock was sold at an average price of $49.29, for a total value of $189,766.50. Following the completion of the transaction, the director now directly owns 14,218 shares in the company, valued at $700,805.22. The disclosure for this sale can be found here. Insiders have sold a total of 85,247 shares of company stock worth $4,284,364 over the last three months. Insiders own 0.24% of the company’s stock.

MS has been the topic of several recent analyst reports. J P Morgan Chase & Co set a $53.00 target price on Morgan Stanley and gave the company a “buy” rating in a research note on Friday, September 15th. Barclays increased their target price on Morgan Stanley from $48.00 to $52.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 18th. Berenberg Bank reiterated a “hold” rating and set a $40.00 target price on shares of Morgan Stanley in a research note on Thursday, September 21st. Credit Suisse Group upgraded Morgan Stanley from a “neutral” rating to an “outperform” rating and increased their target price for the company from $49.00 to $54.00 in a research note on Monday, October 9th. Finally, ValuEngine downgraded Morgan Stanley from a “strong-buy” rating to a “buy” rating in a research note on Friday, September 1st. One research analyst has rated the stock with a sell rating, eight have assigned a hold rating, sixteen have assigned a buy rating and two have issued a strong buy rating to the company. The stock has an average rating of “Buy” and an average target price of $50.39.

Morgan Stanley (NYSE:MS) traded down $0.67 during midday trading on Wednesday, hitting $52.01. The stock had a trading volume of 7,959,500 shares, compared to its average volume of 9,401,131. The company has a market cap of $95,240.13, a PE ratio of 14.59, a price-to-earnings-growth ratio of 1.21 and a beta of 1.64. The company has a debt-to-equity ratio of 2.68, a current ratio of 0.74 and a quick ratio of 0.74. Morgan Stanley has a 12-month low of $40.06 and a 12-month high of $53.37.

Morgan Stanley (NYSE:MS) last released its quarterly earnings results on Tuesday, October 17th. The financial services provider reported $0.93 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.12. The firm had revenue of $9.20 billion for the quarter, compared to analysts’ expectations of $9.05 billion. Morgan Stanley had a return on equity of 10.07% and a net margin of 16.76%. The company’s revenue was up 3.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.80 EPS. analysts expect that Morgan Stanley will post 3.57 EPS for the current fiscal year.

The company also recently declared a quarterly dividend, which was paid on Wednesday, November 15th. Stockholders of record on Tuesday, October 31st were issued a dividend of $0.25 per share. The ex-dividend date was Monday, October 30th. This represents a $1.00 annualized dividend and a dividend yield of 1.92%. Morgan Stanley’s payout ratio is 27.70%.

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About Morgan Stanley

Morgan Stanley is a financial holding company. The Company’s segments include Institutional Securities, Wealth Management and Investment Management. The Company’s Institutional Securities business segment provides investment banking, sales and trading, and other services to corporations, governments, financial institutions and high-to-ultra high net worth clients.

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

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