Morgan Stanley $MS Stock Acquired by Partners Wealth Management LLC

Partners Wealth Management LLC grew its holdings in Morgan Stanley (NYSE:MS) by 115.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,079 shares of the financial services provider’s stock after purchasing an additional 3,253 shares during the quarter. Partners Wealth Management LLC’s holdings in Morgan Stanley were worth $1,143,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Mitsubishi UFJ Financial Group Inc. purchased a new stake in Morgan Stanley during the 2nd quarter worth approximately $78,825,883,310. Bank of New York Mellon Corp purchased a new position in Morgan Stanley in the 2nd quarter valued at approximately $2,040,227,000. Cullen Capital Management LLC purchased a new position in Morgan Stanley in the 2nd quarter valued at approximately $295,482,000. Renaissance Technologies LLC purchased a new position in Morgan Stanley in the 1st quarter valued at approximately $110,938,000. Finally, Sei Investments Co. grew its stake in shares of Morgan Stanley by 89.7% in the first quarter. Sei Investments Co. now owns 1,410,293 shares of the financial services provider’s stock worth $232,092,000 after acquiring an additional 666,754 shares in the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

Morgan Stanley Stock Down 3.0%

Shares of NYSE:MS opened at $184.38 on Friday. The firm’s 50 day moving average price is $198.11 and its 200 day moving average price is $194.29. The stock has a market cap of $290.82 billion, a price-to-earnings ratio of 14.63, a price-to-earnings-growth ratio of 1.27 and a beta of 1.22. Morgan Stanley has a fifty-two week low of $152.80 and a fifty-two week high of $232.25. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.65.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings results on Wednesday, October 14th. The financial services provider reported $3.03 EPS for the quarter, topping the consensus estimate of $2.93 by $0.10. Morgan Stanley had a net margin of 15.63% and a return on equity of 19.40%. The company had revenue of $20.34 billion during the quarter, compared to analysts’ expectations of $19.93 billion. During the same quarter in the previous year, the business posted $2.80 EPS. The firm’s revenue was up 11.6% on a year-over-year basis. As a group, equities research analysts predict that Morgan Stanley will post 12.83 earnings per share for the current fiscal year.

Morgan Stanley Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be issued a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date is Friday, October 30th. Morgan Stanley’s dividend payout ratio (DPR) is presently 36.51%.

Morgan Stanley News Roundup

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

• Positive Sentiment: Strong deal activity supports investment-banking momentum. Morgan Stanley ranked among the leading advisers by deal value in the automotive, technology, media and telecom, and power sectors during the first three quarters of 2026. Sustained M&A activity could support advisory-fee revenue. Mitsubishi UFJ and Morgan Stanley lead automotive M&A financial advisers’ list Morgan Stanley leads TMT M&A advisers
• Positive Sentiment: Morgan Stanley is participating in a large AI infrastructure financing. The firm is part of a reported $63 billion financing structure involving Blackstone, Bank of America, and Citigroup to fund AI computing equipment leased to Anthropic. The transaction may create fee income and reinforce MS’s position in rapidly growing AI-related capital markets. Wall Street’s New $63 Billion AI Deal
• Neutral Sentiment: Analyst visibility remains high, but investor attention is focused on valuation. Morgan Stanley was among the most-watched stocks on Zacks, while commentary questioned whether its strong multiyear rally and current valuation are justified by returns on capital and future earnings growth. Shares were recently below both their 50-day and 200-day moving averages, signaling continued technical pressure.
• Negative Sentiment: AI exposure also introduces risk concerns. Commentary on the Anthropic financing warned that lenders and investors could face losses if AI hardware becomes obsolete, utilization disappoints, or AI-related valuations decline. Such concerns may weigh on sentiment toward MS even though the deal offers potential fee opportunities. Can Morgan Stanley Justify Its Price After AI Deal Wins?

Analyst Ratings Changes

A number of analysts have recently weighed in on MS shares. Zacks Research lowered Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, September 30th. Wells Fargo & Company reduced their price objective on Morgan Stanley from $223.00 to $217.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 15th. Royal Bank Of Canada decreased their target price on Morgan Stanley from $243.00 to $195.00 and set a “sector perform” rating for the company in a report on Thursday, October 15th. Evercore reissued an “outperform” rating on shares of Morgan Stanley in a research note on Monday, July 6th. Finally, JPMorgan Chase & Co. boosted their target price on Morgan Stanley from $195.00 to $198.00 and gave the stock a “neutral” rating in a research note on Friday, October 16th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Morgan Stanley has an average rating of “Moderate Buy” and an average target price of $214.62.

Morgan Stanley Profile

Morgan Stanley (NYSE: MS) is a global financial services company that provides investment banking, securities, wealth management and investment management services to corporations, institutions, governments and individual investors. Founded in 1935, the company is headquartered in New York City and serves clients through operations across North America, Europe, Asia-Pacific and other international markets.

Through its Institutional Securities segment, Morgan Stanley offers investment banking, equity and fixed-income sales and trading, research, lending and related capital-markets services.