GSA Capital Partners LLP increased its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 294.9% in the fourth quarter, HoldingsChannel reports. The firm owned 9,628 shares of the financial services provider’s stock after buying an additional 7,190 shares during the period. GSA Capital Partners LLP’s holdings in Morgan Stanley were worth $1,709,000 as of its most recent SEC filing.
A number of other hedge funds have also recently made changes to their positions in MS. Brighton Jones LLC lifted its stake in shares of Morgan Stanley by 10.2% during the 4th quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider’s stock worth $1,607,000 after purchasing an additional 1,185 shares during the last quarter. Main Street Financial Solutions LLC lifted its stake in shares of Morgan Stanley by 69.0% during the 2nd quarter. Main Street Financial Solutions LLC now owns 8,964 shares of the financial services provider’s stock worth $1,263,000 after purchasing an additional 3,661 shares during the last quarter. Diversify Advisory Services LLC lifted its stake in shares of Morgan Stanley by 90.9% during the 2nd quarter. Diversify Advisory Services LLC now owns 16,148 shares of the financial services provider’s stock worth $2,378,000 after purchasing an additional 7,688 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its stake in shares of Morgan Stanley by 6.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 263,575 shares of the financial services provider’s stock worth $37,127,000 after purchasing an additional 15,623 shares during the last quarter. Finally, Jupiter Wealth Management LLC lifted its stake in shares of Morgan Stanley by 7.8% during the 2nd quarter. Jupiter Wealth Management LLC now owns 52,825 shares of the financial services provider’s stock worth $7,805,000 after purchasing an additional 3,807 shares during the last quarter. 84.19% of the stock is currently owned by hedge funds and other institutional investors.
Morgan Stanley News Summary
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: CICC Research lifted its price target on Morgan Stanley (MS) to $200 and reiterated an Outperform view, reinforcing bullish sentiment from analysts. MarketScreener
- Neutral Sentiment: Morgan Stanley’s strategists said the stock market can still benefit from AI-driven growth, but they also warned that a bond-market selloff could pressure risk assets and trigger a broader pullback. Financial Post
- Neutral Sentiment: Another Morgan Stanley note said the Fed may stay on hold before cutting rates again in 2027, which reflects a measured macro view rather than a direct company-specific catalyst. TheStreet
Morgan Stanley Stock Down 1.6%
Morgan Stanley (NYSE:MS – Get Free Report) last announced its quarterly earnings data on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, beating analysts’ consensus estimates of $3.02 by $0.41. The business had revenue of $20.58 billion for the quarter, compared to analyst estimates of $19.23 billion. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The company’s revenue was up 16.0% on a year-over-year basis. During the same period in the prior year, the company earned $2.60 earnings per share. Equities analysts expect that Morgan Stanley will post 11.85 earnings per share for the current year.
Morgan Stanley Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Thursday, April 30th were issued a $1.00 dividend. The ex-dividend date of this dividend was Thursday, April 30th. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.1%. Morgan Stanley’s dividend payout ratio is currently 36.23%.
Analyst Ratings Changes
A number of research firms have commented on MS. JPMorgan Chase & Co. increased their price target on Morgan Stanley from $173.00 to $179.00 and gave the company a “neutral” rating in a research note on Tuesday, March 10th. Barclays increased their price target on Morgan Stanley from $219.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. Citigroup increased their price target on Morgan Stanley from $170.00 to $194.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Rothschild & Co Redburn increased their price target on Morgan Stanley from $171.00 to $183.00 and gave the company a “neutral” rating in a research note on Friday, April 17th. Finally, Daiwa Securities Group increased their price target on Morgan Stanley from $175.00 to $198.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $205.95.
Get Our Latest Stock Analysis on MS
Insider Activity
In other news, insider Eric F. Grossman sold 11,118 shares of the stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $190.75, for a total value of $2,120,758.50. Following the transaction, the insider directly owned 169,403 shares of the company’s stock, valued at approximately $32,313,622.25. This represents a 6.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Daniel A. Simkowitz sold 14,690 shares of the stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $189.24, for a total value of $2,779,935.60. Following the completion of the transaction, the insider directly owned 365,802 shares in the company, valued at $69,224,370.48. This represents a 3.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 77,476 shares of company stock valued at $14,644,762. Company insiders own 0.17% of the company’s stock.
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.
Recommended Stories
- Five stocks we like better than Morgan Stanley
- HIVE Weaponizes Power for an AI Pivot
- A Deep Dive Into NVIDIA’s Latest Portfolio Moves
- Brady Corp Wires Up a Massive AI-Powered Breakout
- Why Home Depot’s Sell-Off Could Become a Huge Opportunity
Want to see what other hedge funds are holding MS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Morgan Stanley (NYSE:MS – Free Report).
Receive News & Ratings for Morgan Stanley Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Morgan Stanley and related companies with MarketBeat.com's FREE daily email newsletter.
