Ninepoint Partners LP Makes New $915,000 Investment in Morgan Stanley $MS

Ninepoint Partners LP bought a new stake in shares of Morgan Stanley (NYSE:MS) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 4,375 shares of the financial services provider’s stock, valued at approximately $915,000.

A number of other hedge funds also recently made changes to their positions in MS. Purpose Unlimited Inc. purchased a new stake in Morgan Stanley during the fourth quarter worth about $25,000. Motiv8 Investments LLC purchased a new position in Morgan Stanley in the fourth quarter valued at about $25,000. Marquette Asset Management LLC grew its position in shares of Morgan Stanley by 143.4% during the 2nd quarter. Marquette Asset Management LLC now owns 129 shares of the financial services provider’s stock valued at $27,000 after acquiring an additional 76 shares during the period. Atlatl Advisers LLC bought a new position in shares of Morgan Stanley during the 2nd quarter valued at approximately $28,000. Finally, WFA of San Diego LLC purchased a new stake in shares of Morgan Stanley during the 2nd quarter worth approximately $28,000. 84.19% of the stock is currently owned by institutional investors.

Key Stories Impacting Morgan Stanley

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

• Positive Sentiment: Morgan Stanley selected Dallas for a major expansion outside New York, signaling long-term investment in Texas, potential operating-cost advantages, and broader access to talent. The move could support growth and geographic diversification, although it may also attract political scrutiny. Morgan Stanley picks Dallas for expansion outside NYC
• Positive Sentiment: Morgan Stanley’s research highlighted a potential 38-gigawatt power shortfall for AI data centers, identifying industrial and infrastructure companies that could benefit. This reinforces the firm’s advisory and research relevance in the fast-growing AI infrastructure market. Morgan Stanley Says AI Data Centers Face a 38-Gigawatt Power Gap
• Positive Sentiment: Morgan Stanley reportedly disclosed a 5.6% stake in IonQ, potentially providing upside if the quantum-computing investment appreciates. The position also demonstrates continued access to emerging-technology opportunities, though it is unlikely to materially affect Morgan Stanley’s earnings near term. Morgan Stanley Discloses 5.6% Stake in IonQ
• Neutral Sentiment: Morgan Stanley raised its gold outlook to above $5,000 per ounce by 2027, which may benefit commodities research, trading, and client activity. However, the forecast itself has limited direct impact on the company’s fundamentals. Morgan Stanley Forecasts Gold to Surpass $5,000 by 2027
• Negative Sentiment: A former advisor has accused Morgan Stanley of gender and disability discrimination, inappropriate pressure, confidentiality breaches, and denial of medical leave. The allegations are not adjudicated, but they create potential legal, compliance, and reputational risks. What Is Morgan Stanley Being Accused Of?
• Negative Sentiment: Scotiabank hired Richard Tory, described as Morgan Stanley’s leading Canadian banker. The departure could raise concerns about talent retention and competitive pressure in Morgan Stanley’s Canadian investment-banking operations. Scotiabank hires Morgan Stanley’s top Canada banker

Analyst Ratings Changes

A number of equities research analysts recently commented on the stock. Jefferies Financial Group raised shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Daiwa Securities Group raised their target price on Morgan Stanley from $175.00 to $198.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Royal Bank Of Canada restated a “sector perform” rating and issued a $243.00 target price on shares of Morgan Stanley in a research note on Monday, July 20th. Rothschild & Co Redburn upped their price target on Morgan Stanley from $183.00 to $195.00 and gave the company a “neutral” rating in a research report on Thursday, June 25th. Finally, Bank of America increased their price target on Morgan Stanley from $225.00 to $250.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $224.75.

Morgan Stanley Stock Down 3.1%

MS opened at $207.58 on Friday. Morgan Stanley has a 12 month low of $142.90 and a 12 month high of $232.25. The company has a market cap of $327.41 billion, a PE ratio of 16.78, a price-to-earnings-growth ratio of 1.52 and a beta of 1.22. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 3.65. The company has a 50 day moving average of $217.16 and a 200 day moving average of $193.98.

Morgan Stanley (NYSE:MS) last issued its earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.57. Morgan Stanley had a net margin of 15.65% and a return on equity of 19.31%. The business had revenue of $21.35 billion for the quarter, compared to analysts’ expectations of $19.67 billion. During the same quarter in the previous year, the firm posted $2.13 EPS. The business’s revenue for the quarter was up 27.1% compared to the same quarter last year. On average, sell-side analysts expect that Morgan Stanley will post 12.79 EPS for the current year.

Morgan Stanley declared that its board has authorized a share buyback plan on Wednesday, June 24th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the financial services provider to buy up to 5.6% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.

Morgan Stanley Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Friday, July 31st were paid a dividend of $1.15 per share. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Friday, July 31st. This is a positive change from Morgan Stanley’s previous quarterly dividend of $1.00. Morgan Stanley’s dividend payout ratio is presently 37.19%.

About Morgan Stanley

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.