Siemens Fonds Invest GmbH Increases Stock Holdings in Morgan Stanley $MS

Siemens Fonds Invest GmbH increased its holdings in shares of Morgan Stanley (NYSE:MS) by 6.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,200 shares of the financial services provider’s stock after buying an additional 3,188 shares during the period. Morgan Stanley comprises approximately 0.5% of Siemens Fonds Invest GmbH’s investment portfolio, making the stock its 29th largest holding. Siemens Fonds Invest GmbH’s holdings in Morgan Stanley were worth $9,527,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in MS. Motiv8 Investments LLC acquired a new position in Morgan Stanley in the 4th quarter valued at $25,000. Olistico Wealth LLC acquired a new position in Morgan Stanley in the 4th quarter valued at $27,000. Lodestone Wealth Management LLC acquired a new position in Morgan Stanley in the 4th quarter valued at $28,000. WFA of San Diego LLC acquired a new position in Morgan Stanley in the 2nd quarter valued at $28,000. Finally, Nvest Wealth Strategies Inc. acquired a new position in Morgan Stanley in the 4th quarter valued at $31,000. 84.19% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Morgan Stanley said the bull market remains intact and could broaden further as investors rotate into cyclical sectors. The ‘Bull Market Is Intact,’ Says Morgan Stanley
• Positive Sentiment: The firm also highlighted stocks that can keep the rally going, reinforcing Morgan Stanley’s influence on market positioning and investor sentiment. These stocks have been beating the S&P 500 and could keep the bull market going, says Morgan Stanley
• Neutral Sentiment: Morgan Stanley was also in the news for stock-specific research calls, including upgrades and target hikes on names tied to AI infrastructure, data storage, and industrials, which reflects active and influential equity research coverage. Morgan Stanley (MS) Pounds the Table on These Data Storage Names

Morgan Stanley Stock Up 1.2%

Shares of MS opened at $220.65 on Wednesday. Morgan Stanley has a 52-week low of $129.66 and a 52-week high of $222.30. The company has a market capitalization of $348.03 billion, a PE ratio of 19.99, a price-to-earnings-growth ratio of 1.63 and a beta of 1.23. The stock has a fifty day simple moving average of $195.85 and a two-hundred day simple moving average of $181.71. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52.

Morgan Stanley (NYSE:MS) last issued its earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.02 by $0.41. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The business had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same period last year, the company earned $2.60 EPS. The company’s revenue for the quarter was up 16.0% on a year-over-year basis. As a group, equities analysts forecast that Morgan Stanley will post 11.87 EPS for the current year.

Morgan Stanley Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Thursday, April 30th were paid 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 1.8%. Morgan Stanley’s dividend payout ratio (DPR) is 36.23%.

Analysts Set New Price Targets

Several research firms recently commented on MS. BNP Paribas Exane increased their price objective on Morgan Stanley from $195.00 to $205.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $207.00 price objective on shares of Morgan Stanley in a research note on Thursday, April 16th. Barclays increased their price objective on Morgan Stanley from $219.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. Wolfe Research reduced their price objective on Morgan Stanley from $221.00 to $197.00 and set an “outperform” rating for the company in a research note on Wednesday, April 1st. Finally, UBS Group increased their price objective on Morgan Stanley from $196.00 to $214.00 in a research note on Wednesday, May 6th. Twelve equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Morgan Stanley currently has an average rating of “Moderate Buy” and a consensus price target of $206.35.

Insiders Place Their Bets

In other Morgan Stanley news, insider Andrew M. Saperstein sold 51,668 shares of the firm’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $188.59, for a total value of $9,744,068.12. Following the completion of the sale, the insider directly owned 282,142 shares of the company’s stock, valued at $53,209,159.78. This trade represents a 15.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Eric F. Grossman sold 11,118 shares of the firm’s stock in a transaction on 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 completion of the sale, the insider directly owned 169,403 shares of the company’s stock, valued at $32,313,622.25. This trade represents a 6.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 77,476 shares of company stock valued at $14,644,762 in the last three months. 0.17% of the stock is currently owned by insiders.

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.