Morgan Stanley $MS Shares Acquired by New Millennium Group LLC

New Millennium Group LLC lifted its stake in shares of Morgan Stanley (NYSE:MS) by 101,244.8% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 29,390 shares of the financial services provider’s stock after purchasing an additional 29,361 shares during the quarter. Morgan Stanley accounts for approximately 2.1% of New Millennium Group LLC’s investment portfolio, making the stock its 16th biggest holding. New Millennium Group LLC’s holdings in Morgan Stanley were worth $4,672,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Bedel Financial Consulting Inc. raised its stake in Morgan Stanley by 2.1% in the 3rd quarter. Bedel Financial Consulting Inc. now owns 3,120 shares of the financial services provider’s stock worth $496,000 after acquiring an additional 63 shares during the last quarter. Clear Creek Financial Management LLC increased its holdings in shares of Morgan Stanley by 2.5% in the third quarter. Clear Creek Financial Management LLC now owns 2,616 shares of the financial services provider’s stock valued at $416,000 after purchasing an additional 64 shares during the period. Moss Adams Wealth Advisors LLC increased its holdings in shares of Morgan Stanley by 0.5% in the third quarter. Moss Adams Wealth Advisors LLC now owns 13,222 shares of the financial services provider’s stock valued at $2,102,000 after purchasing an additional 65 shares during the period. Hanson & Doremus Investment Management raised its stake in shares of Morgan Stanley by 8.1% in the third quarter. Hanson & Doremus Investment Management now owns 877 shares of the financial services provider’s stock worth $139,000 after purchasing an additional 66 shares during the last quarter. Finally, LeConte Wealth Management LLC lifted its holdings in shares of Morgan Stanley by 3.7% during the third quarter. LeConte Wealth Management LLC now owns 1,841 shares of the financial services provider’s stock worth $293,000 after purchasing an additional 66 shares during the period. 84.19% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Morgan Stanley

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

• Positive Sentiment: Q4 results beat Wall Street on both EPS and revenue, with year‑over‑year revenue and profit growth — supporting MS’s valuation and dividend story. The release also highlighted strong operating profit and ROE, reinforcing investor confidence in the core wealth & institutional franchises. Article
• Positive Sentiment: EquityZen (a Morgan Stanley unit) cut transaction fees — a commercial move that should help win volume and improve competitiveness in the private markets platform over time. This supports MS’s fee-income growth narrative. Article
• Positive Sentiment: Research / strategy narrative: Morgan Stanley is publicly tying crypto, AI and securitization themes into its valuation story — useful for positioning the bank’s investment banking, asset management and capital solutions businesses ahead of secular flows. That thematic framing can support multiple revenue streams. Article
• Neutral Sentiment: Analyst activity from Morgan Stanley (price-target/coverage moves on companies such as Arista, Walmart and others) highlights the strength of MS’s research franchise — a credibility + distribution positive for investment-banking flow but not an immediate driver of MS stock performance. Article
• Neutral Sentiment: Corporate calendar: Morgan Stanley scheduled its next investor conference call for Jan 14, 2027 — routine but useful for forward guidance and investor access. Article
• Negative Sentiment: Reputational/legal risk: reporting that Morgan Stanley opened accounts for Epstein trusts as late as 2019 introduces potential reputational scrutiny and could invite regulatory or legal questions; that risk can weigh on near‑term sentiment even if financial exposure is limited. Article
• Negative Sentiment: Cash-flow weakness flagged in Q4 — cash from operations swung negative (~-$2.4B) despite earnings and revenue beats. Investors will watch whether this is a one-off working-capital pattern or a recurring issue that could pressure capital deployment and buybacks. Article
• Negative Sentiment: Insider selling: recent filings show multiple senior executives sold shares in the period after earnings — a potential signal investors monitor, though routine selling by executives is common and may be for diversification/liquidity. Article

Insider Activity at Morgan Stanley

In other Morgan Stanley news, insider Michael A. Pizzi sold 20,000 shares of the stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $184.55, for a total transaction of $3,691,000.00. Following the transaction, the insider directly owned 127,872 shares of the company’s stock, valued at $23,598,777.60. This trade represents a 13.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Andrew M. Saperstein sold 30,330 shares of the company’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $183.62, for a total transaction of $5,569,194.60. Following the transaction, the insider owned 280,481 shares of the company’s stock, valued at approximately $51,501,921.22. This trade represents a 9.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 129,191 shares of company stock valued at $23,736,506 in the last three months. Company insiders own 0.19% of the company’s stock.

Morgan Stanley Trading Down 1.3%

Shares of Morgan Stanley stock opened at $174.31 on Friday. Morgan Stanley has a fifty-two week low of $94.33 and a fifty-two week high of $192.68. The company has a debt-to-equity ratio of 3.27, a quick ratio of 0.79 and a current ratio of 0.79. The company has a market cap of $277.03 billion, a P/E ratio of 17.07, a price-to-earnings-growth ratio of 1.42 and a beta of 1.20. The firm has a 50-day simple moving average of $180.42 and a two-hundred day simple moving average of $165.83.

Morgan Stanley (NYSE:MS) last released its quarterly earnings results on Thursday, January 15th. The financial services provider reported $2.68 earnings per share for the quarter, topping analysts’ consensus estimates of $2.28 by $0.40. The company had revenue of $17.90 billion during the quarter, compared to analysts’ expectations of $17.69 billion. Morgan Stanley had a return on equity of 16.92% and a net margin of 14.09%.Morgan Stanley’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.22 EPS. As a group, equities analysts predict that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Morgan Stanley Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were paid a $1.00 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $4.00 dividend on an annualized basis and a yield of 2.3%. Morgan Stanley’s dividend payout ratio (DPR) is currently 39.18%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Wall Street Zen upgraded shares of Morgan Stanley from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. Evercore downgraded shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 5th. HSBC reiterated a “hold” rating on shares of Morgan Stanley in a research note on Wednesday, January 7th. Weiss Ratings restated a “buy (b-)” rating on shares of Morgan Stanley in a research report on Thursday, January 22nd. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $211.00 price target on shares of Morgan Stanley in a report on Wednesday, January 7th. Three equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $185.93.

Morgan Stanley 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.