Mirae Asset Global Investments Co. Ltd. Has $32.93 Million Stock Holdings in Morgan Stanley $MS

Mirae Asset Global Investments Co. Ltd. boosted its holdings in Morgan Stanley (NYSE:MS) by 23.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 207,170 shares of the financial services provider’s stock after purchasing an additional 38,718 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Morgan Stanley were worth $32,932,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in MS. Ballentine Partners LLC grew its position in Morgan Stanley by 1.0% during the third quarter. Ballentine Partners LLC now owns 58,833 shares of the financial services provider’s stock worth $9,352,000 after buying an additional 583 shares in the last quarter. AGH Wealth Advisors LLC lifted its position in Morgan Stanley by 5.7% during the third quarter. AGH Wealth Advisors LLC now owns 1,800 shares of the financial services provider’s stock worth $286,000 after purchasing an additional 97 shares during the period. Pines Wealth Management LLC grew its stake in Morgan Stanley by 5.5% during the third quarter. Pines Wealth Management LLC now owns 2,655 shares of the financial services provider’s stock worth $422,000 after buying an additional 138 shares in the last quarter. J. Safra Sarasin Holding AG raised its position in shares of Morgan Stanley by 4.6% in the 3rd quarter. J. Safra Sarasin Holding AG now owns 25,629 shares of the financial services provider’s stock valued at $4,074,000 after buying an additional 1,128 shares in the last quarter. Finally, Phoenix Financial Ltd. lifted its holdings in shares of Morgan Stanley by 83.6% during the 3rd quarter. Phoenix Financial Ltd. now owns 20,577 shares of the financial services provider’s stock worth $3,271,000 after acquiring an additional 9,369 shares during the period. Institutional investors and hedge funds own 84.19% of the company’s stock.

Morgan Stanley Stock Performance

NYSE MS opened at $182.35 on Thursday. Morgan Stanley has a 52-week low of $94.33 and a 52-week high of $192.68. The company has a 50-day simple moving average of $178.23 and a 200 day simple moving average of $162.02. The company has a market capitalization of $289.81 billion, a PE ratio of 17.86, a price-to-earnings-growth ratio of 1.48 and a beta of 1.20. The company has a debt-to-equity ratio of 3.27, a quick ratio of 0.79 and a current ratio of 0.79.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings data on Thursday, January 15th. The financial services provider reported $2.68 EPS for the quarter, beating the consensus estimate of $2.28 by $0.40. The business had revenue of $17.90 billion for the quarter, compared to the consensus estimate of $17.69 billion. Morgan Stanley had a return on equity of 16.92% and a net margin of 14.09%.Morgan Stanley’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.22 earnings per share. On average, research analysts predict that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be paid a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Friday, January 30th. Morgan Stanley’s payout ratio is currently 39.18%.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on MS. The Goldman Sachs Group reiterated a “neutral” rating on shares of Morgan Stanley in a research report on Tuesday, January 6th. JPMorgan Chase & Co. upped their price target on shares of Morgan Stanley from $157.00 to $162.00 and gave the company a “neutral” rating in a research report on Thursday, January 8th. Jefferies Financial Group boosted their price objective on Morgan Stanley from $186.00 to $212.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Citigroup raised their target price on Morgan Stanley from $155.00 to $170.00 and gave the stock a “neutral” rating in a research note on Thursday, October 16th. Finally, Royal Bank Of Canada restated a “sector perform” rating and set a $207.00 price target on shares of Morgan Stanley in a report on Friday, January 16th. Three research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, Morgan Stanley presently has a consensus rating of “Moderate Buy” and a consensus price target of $185.93.

Insider Activity

In other news, insider Andrew M. Saperstein sold 30,330 shares of Morgan Stanley stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $183.62, for a total value of $5,569,194.60. Following the completion of the transaction, the insider owned 280,481 shares in the company, valued at $51,501,921.22. This trade represents a 9.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Edward Pick sold 100,000 shares of the company’s stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $164.34, for a total transaction of $16,434,000.00. Following the sale, the chief executive officer owned 574,986 shares in the company, valued at $94,493,199.24. The trade was a 14.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 196,223 shares of company stock valued at $34,150,220. 0.19% of the stock is currently owned by corporate insiders.

Morgan Stanley News Roundup

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

• Positive Sentiment: Closed acquisition of EquityZen expands Morgan Stanley’s private‑shares distribution and technology footprint, boosting its ability to monetize pre‑IPO/private markets through wealth channels. Morgan Stanley Closes Acquisition of EquityZen
• Positive Sentiment: Firm appointed Amy Oldenburg as head of digital asset strategy — a concrete leadership step after recent crypto ETF filings and wallet plans, signaling push into fee‑rich digital‑asset services. Morgan Stanley appoints new head of digital asset strategy
• Positive Sentiment: Research visibility: Morgan Stanley’s research is influencing markets (notably its space‑sector work) and the firm’s multi‑engine model drew positive mention from other banks — supports franchise value and fee‑based flows. Space Stock Boom: Why Retail and Wall Street Are Aligning
• Neutral Sentiment: Macro research note: Morgan Stanley’s economic views (on spending shifts as rates change) are market‑relevant but not an immediate stock catalyst; they mainly inform sector allocation. Morgan Stanley Expects Interest Rate Trends to Shift Spending Away from Services Toward Goods
• Neutral Sentiment: Analyst franchise activity (MS analysts publishing targets/coverage on many names) underscores the firm’s research reach but is indirect for MS’s near‑term stock movement. Morgan Stanley’s (MS) Multi-Engine Model Impresses RBC
• Negative Sentiment: Minor portfolio/substantial‑holder filings (e.g., Morgan Stanley ceasing to be a substantial shareholder in an external resource name) and routine insider/position moves can create short‑term headline noise. Morgan Stanley Ceases to Be Substantial Shareholder in West African Resources

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.