Redwood Wealth Management Group LLC Has $201,000 Stock Position in Morgan Stanley $MS

Redwood Wealth Management Group LLC lessened its holdings in shares of Morgan Stanley (NYSE:MS) by 99.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,265 shares of the financial services provider’s stock after selling 213,735 shares during the quarter. Redwood Wealth Management Group LLC’s holdings in Morgan Stanley were worth $201,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. ORG Wealth Partners LLC boosted its stake in shares of Morgan Stanley by 123.1% during the 3rd quarter. ORG Wealth Partners LLC now owns 1,680 shares of the financial services provider’s stock worth $267,000 after acquiring an additional 927 shares during the period. Hidden Cove Wealth Management LLC acquired a new stake in Morgan Stanley during the 3rd quarter valued at $264,000. Catalina Capital Group LLC bought a new position in Morgan Stanley during the third quarter worth $273,000. Tanager Wealth Management LLP increased its holdings in shares of Morgan Stanley by 4.3% in the third quarter. Tanager Wealth Management LLP now owns 2,779 shares of the financial services provider’s stock valued at $442,000 after purchasing an additional 114 shares during the last quarter. Finally, World Equity Group Inc. bought a new position in shares of Morgan Stanley in the third quarter valued at about $212,000. Institutional investors own 84.19% of the company’s stock.

Insider Buying and Selling

In other Morgan Stanley news, CEO Edward Pick sold 100,000 shares of the firm’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $164.34, for a total value of $16,434,000.00. Following the transaction, the chief executive officer directly owned 574,986 shares of the company’s stock, valued at $94,493,199.24. This trade represents a 14.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.19% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

MS has been the subject of several research analyst reports. Barclays lifted their target price on shares of Morgan Stanley from $183.00 to $219.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. BMO Capital Markets began coverage on Morgan Stanley in a report on Friday, October 3rd. They set an “outperform” rating and a $180.00 price objective for the company. The Goldman Sachs Group reiterated a “neutral” rating on shares of Morgan Stanley in a research note on Tuesday. Keefe, Bruyette & Woods lifted their price target on Morgan Stanley from $184.00 to $202.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Finally, Wells Fargo & Company upped their price objective on Morgan Stanley from $177.00 to $189.00 and gave the company an “equal weight” rating in a report on Monday, January 5th. Three research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, Morgan Stanley presently has a consensus rating of “Moderate Buy” and an average price target of $181.85.

Morgan Stanley Price Performance

Morgan Stanley stock opened at $186.41 on Friday. The firm has a market cap of $296.26 billion, a PE ratio of 19.12, a price-to-earnings-growth ratio of 1.21 and a beta of 1.20. The company has a debt-to-equity ratio of 3.27, a current ratio of 0.79 and a quick ratio of 0.79. The stock’s fifty day moving average price is $172.98 and its two-hundred day moving average price is $158.17. Morgan Stanley has a one year low of $94.33 and a one year high of $188.82.

Morgan Stanley (NYSE:MS) last released its earnings results on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.07 by $0.73. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The company had revenue of $17.98 billion for the quarter, compared to analyst estimates of $16.42 billion. During the same period in the prior year, the firm posted $1.88 EPS. Morgan Stanley’s quarterly revenue was up 18.5% on a year-over-year basis. As a group, research analysts expect that Morgan Stanley will post 8.56 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were paid a dividend of $1.00 per share. This represents a $4.00 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Friday, October 31st. Morgan Stanley’s dividend payout ratio is presently 41.03%.

More Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley filed for spot Ethereum ETFs and has been active with in‑house spot Bitcoin and Solana trust filings — signaling a broadening of its crypto product shelf and potential to capture institutional distribution and fee flows. Morgan Stanley Files for Spot Ethereum ETFs
• Positive Sentiment: MS announced plans to launch a digital wallet in H2 2026 to support tokenized assets — an infrastructure move that complements its ETF filings and may expand custody, trading and advisory revenue opportunities. Morgan Stanley Announces Digital Wallet Launch
• Positive Sentiment: Firm promotions: Morgan Stanley elevated 184 employees to managing director amid a dealmaking revival — this suggests ramped investment banking coverage capacity and potential for higher advisory and M&A fees. Morgan Stanley Appoints 184 New Managing Directors
• Positive Sentiment: Analyst momentum: several outlets and research notes have turned more constructive (Zacks upgrade / other bullish commentary) ahead of MS’s upcoming earnings, supporting sentiment that the firm can beat expectations on wealth management and trading. Morgan Stanley Upgraded to Strong Buy (Zacks)
• Neutral Sentiment: Morgan Stanley research flagged macro/FX risk around U.S. intervention in Venezuela as a test for the dollar — a market theme that could lift trading volatility (good for trading revenue) but also heighten geopolitical risk. U.S. Intervention in Venezuela a ‘Test for the U.S. Dollar,’ Says Morgan Stanley
• Negative Sentiment: Not all analyst action is universally bullish — a recent note raised MS’s target modestly but kept a neutral rating (Benzinga summary), implying some strategists see limited near‑term upside from current levels. That creates mixed signals for investors weighing valuation vs. growth. Analyst note: price target change / neutral rating (Benzinga)

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.