NBW Capital LLC Has $239,000 Holdings in Morgan Stanley (NYSE:MS)

NBW Capital LLC decreased its stake in Morgan Stanley (NYSE:MS) by 12.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,568 shares of the financial services provider’s stock after selling 382 shares during the quarter. NBW Capital LLC’s holdings in Morgan Stanley were worth $239,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Fairfield Bush & CO. bought a new position in shares of Morgan Stanley during the first quarter worth $108,000. Baird Financial Group Inc. raised its stake in Morgan Stanley by 7.8% during the 1st quarter. Baird Financial Group Inc. now owns 306,637 shares of the financial services provider’s stock worth $26,801,000 after buying an additional 22,095 shares during the period. Zions Bancorporation N.A. lifted its holdings in Morgan Stanley by 61.9% during the first quarter. Zions Bancorporation N.A. now owns 6,957 shares of the financial services provider’s stock worth $608,000 after acquiring an additional 2,660 shares in the last quarter. Brown Brothers Harriman & Co. grew its stake in Morgan Stanley by 64.5% in the first quarter. Brown Brothers Harriman & Co. now owns 17,070 shares of the financial services provider’s stock valued at $1,492,000 after acquiring an additional 6,696 shares during the period. Finally, Covestor Ltd increased its holdings in shares of Morgan Stanley by 66.9% in the first quarter. Covestor Ltd now owns 626 shares of the financial services provider’s stock worth $55,000 after acquiring an additional 251 shares in the last quarter. Institutional investors own 84.19% of the company’s stock.

Insiders Place Their Bets

In other news, CFO Raja Akram sold 4,500 shares of the company’s stock in a transaction that occurred on Tuesday, January 30th. The shares were sold at an average price of $87.41, for a total transaction of $393,345.00. Following the completion of the sale, the chief financial officer now owns 93,134 shares of the company’s stock, valued at approximately $8,140,842.94. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. In other news, insider Andrew M. Saperstein sold 26,655 shares of the company’s stock in a transaction on Monday, February 12th. The shares were sold at an average price of $87.19, for a total transaction of $2,324,049.45. Following the completion of the transaction, the insider now directly owns 286,835 shares in the company, valued at $25,009,143.65. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Raja Akram sold 4,500 shares of the company’s stock in a transaction dated Tuesday, January 30th. The stock was sold at an average price of $87.41, for a total value of $393,345.00. Following the completion of the transaction, the chief financial officer now directly owns 93,134 shares of the company’s stock, valued at approximately $8,140,842.94. The disclosure for this sale can be found here. Insiders have sold 191,155 shares of company stock worth $16,723,094 over the last ninety days. Corporate insiders own 0.24% of the company’s stock.

Morgan Stanley Trading Up 0.2 %

Shares of Morgan Stanley stock opened at $90.23 on Friday. The company has a debt-to-equity ratio of 2.89, a quick ratio of 0.75 and a current ratio of 0.75. The firm has a 50-day moving average of $88.82 and a 200-day moving average of $84.85. Morgan Stanley has a 52-week low of $69.42 and a 52-week high of $95.57. The stock has a market cap of $146.77 billion, a PE ratio of 16.44, a PEG ratio of 1.77 and a beta of 1.43.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings data on Tuesday, April 16th. The financial services provider reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.69 by $0.33. The firm had revenue of $15.14 billion for the quarter, compared to analyst estimates of $14.42 billion. Morgan Stanley had a return on equity of 10.87% and a net margin of 9.57%. The company’s revenue was up 4.3% on a year-over-year basis. During the same quarter last year, the company earned $1.70 EPS. As a group, sell-side analysts forecast that Morgan Stanley will post 6.53 EPS for the current year.

Morgan Stanley Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, May 15th. Investors of record on Tuesday, April 30th will be paid a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a yield of 3.77%. The ex-dividend date is Monday, April 29th. Morgan Stanley’s dividend payout ratio (DPR) is presently 61.93%.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on MS shares. Keefe, Bruyette & Woods boosted their price objective on Morgan Stanley from $94.00 to $98.00 and gave the company a “market perform” rating in a research report on Wednesday. Royal Bank of Canada reiterated a “sector perform” rating and issued a $91.00 price target on shares of Morgan Stanley in a report on Wednesday, March 27th. Cfra raised their price objective on shares of Morgan Stanley from $97.00 to $108.00 and gave the stock a “buy” rating in a report on Tuesday. HSBC upped their target price on shares of Morgan Stanley from $96.00 to $100.00 and gave the stock a “hold” rating in a research note on Thursday, March 28th. Finally, JPMorgan Chase & Co. reissued a “neutral” rating and issued a $87.00 price target (down previously from $94.00) on shares of Morgan Stanley in a research note on Wednesday, January 17th. Thirteen research analysts have rated the stock with a hold rating and eight have given a buy rating to the stock. Based on data from MarketBeat, Morgan Stanley currently has an average rating of “Hold” and an average price target of $97.79.

Morgan Stanley Profile

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments.