Mirabella Financial Services LLP Raises Position in Morgan Stanley $MS

Mirabella Financial Services LLP grew its holdings in Morgan Stanley (NYSE:MS) by 151.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,925 shares of the financial services provider’s stock after acquiring an additional 11,386 shares during the period. Mirabella Financial Services LLP’s holdings in Morgan Stanley were worth $3,002,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of the stock. Angeles Wealth Management LLC boosted its holdings in Morgan Stanley by 1.1% in the third quarter. Angeles Wealth Management LLC now owns 5,843 shares of the financial services provider’s stock valued at $929,000 after purchasing an additional 61 shares during the period. Bedel Financial Consulting Inc. grew its position in shares of Morgan Stanley by 2.1% during the third quarter. Bedel Financial Consulting Inc. now owns 3,120 shares of the financial services provider’s stock worth $496,000 after buying an additional 63 shares in the last quarter. Clear Creek Financial Management LLC grew its position in shares of Morgan Stanley by 2.5% during the third quarter. Clear Creek Financial Management LLC now owns 2,616 shares of the financial services provider’s stock worth $416,000 after buying an additional 64 shares in the last quarter. Cadence Bank increased its stake in shares of Morgan Stanley by 3.0% during the third quarter. Cadence Bank now owns 2,183 shares of the financial services provider’s stock worth $347,000 after buying an additional 64 shares during the period. Finally, Moss Adams Wealth Advisors LLC increased its stake in shares of Morgan Stanley by 0.5% during the third quarter. Moss Adams Wealth Advisors LLC now owns 13,222 shares of the financial services provider’s stock worth $2,102,000 after buying an additional 65 shares during the period. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on MS. The Goldman Sachs Group reiterated a “neutral” rating on shares of Morgan Stanley in a research note on Tuesday, January 6th. Keefe, Bruyette & Woods increased their price objective on shares of Morgan Stanley from $202.00 to $210.00 and gave the company a “moderate buy” rating in a research report on Friday, January 16th. Wells Fargo & Company raised their price objective on shares of Morgan Stanley from $177.00 to $189.00 and gave the company an “equal weight” rating in a report on Monday, January 5th. Evercore cut shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 5th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Morgan Stanley in a report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, Morgan Stanley presently has a consensus rating of “Moderate Buy” and an average price target of $187.14.

Morgan Stanley News Roundup

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

• Positive Sentiment: Morgan Stanley research is active and visible — analysts at the firm have been issuing bullish/strategic calls across large-cap names (including a Morgan Stanley analyst recommending NVDA ahead of GTC and the firm elevating Coca‑Cola as a top consumer‑staples pick). Strong, high‑profile research helps MS’s institutional and sell‑side franchise, supporting fee and advisory credibility. Nvidia Stock Is Treading Water Below Its 50-Day Moving Average as GTC 2026 Kicks Off. How to Play It Here
• Positive Sentiment: MS research continues to move markets — Morgan Stanley raised profile/price targets on names such as Hewlett Packard Enterprise and flagged Coca‑Cola as a top staples pick, reinforcing the firm’s role in shaping institutional flows. Such published calls can boost trading and institutional engagement. Morgan Stanley Elevates Coca-Cola (KO) Stock to Top Consumer Staples Position
• Neutral Sentiment: Alumni hiring highlights MS’s talent pipeline — a former Morgan Stanley executive (Christine Plummer) was appointed CFO at Streamex. This underlines MS’s role as a feeder of senior finance talent but has no direct effect on MS’s earnings. Former Morgan Stanley Executive Joins Streamex as CFO
• Negative Sentiment: Key negative: Morgan Stanley limited withdrawals from a private‑credit fund (North Haven Private Income Fund) after ~11% redemption pressure — the firm joined BlackRock in gating redemptions. That raises near‑term liquidity, reputational and regulatory risk for MS’s asset‑management/private‑credit businesses and could pressure net inflows, fee revenue and client confidence if the episode broadens. Investors should watch for follow‑on disclosures, redemption dynamics across other funds, and potential regulatory scrutiny. Exclusive: Morgan Stanley And BlackRock Limit Withdrawals—Is Private Credit Gating A Crisis Or Market ‘Stabilizer’?
• Negative Sentiment: Macro risk flagged by Morgan Stanley strategists — the firm warned Chinese equities could drop up to 10% if a planned Trump‑Xi summit is delayed. Broader market stress from geopolitical or policy shocks would weigh on MS’s trading, wealth and advisory revenues. Chinese stocks could fall by up to 10% if Trump-Xi summit is delayed, Morgan Stanley strategists say

Morgan Stanley Price Performance

Shares of MS opened at $155.80 on Tuesday. The company has a debt-to-equity ratio of 3.39, a current ratio of 0.81 and a quick ratio of 0.81. Morgan Stanley has a 1-year low of $94.33 and a 1-year high of $192.68. The stock has a market cap of $247.39 billion, a PE ratio of 15.26, a price-to-earnings-growth ratio of 1.24 and a beta of 1.20. The firm has a fifty day moving average price of $175.50 and a 200 day moving average price of $168.43.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings data on Thursday, January 15th. The financial services provider reported $2.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.28 by $0.40. Morgan Stanley had a return on equity of 16.78% and a net margin of 14.09%.The company had revenue of $17.90 billion for the quarter, compared to analyst estimates of $17.69 billion. During the same quarter last year, the company posted $2.22 earnings per share. The business’s quarterly revenue was up 10.3% compared to the same quarter last year. As a group, sell-side analysts anticipate that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were given 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 dividend yield of 2.6%. Morgan Stanley’s dividend payout ratio is 39.18%.

Insider Activity

In other Morgan Stanley news, CFO Sharon Yeshaya sold 15,838 shares of the business’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $185.77, for a total value of $2,942,225.26. Following the completion of the sale, the chief financial officer owned 135,304 shares in the company, valued at approximately $25,135,424.08. The trade was a 10.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Eric F. Grossman sold 21,555 shares of the stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $184.00, for a total value of $3,966,120.00. Following the completion of the sale, the insider directly owned 171,005 shares of the company’s stock, valued at $31,464,920. The trade was a 11.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 129,191 shares of company stock worth $23,736,506 over the last ninety days. 0.19% of the stock is owned by corporate insiders.

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.