Russell Investments Group Ltd. Has $164.51 Million Stock Holdings in Morgan Stanley $MS

Posted by Teresa Graham on Jun 17th, 2026

Russell Investments Group Ltd. increased its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 21.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 924,782 shares of the financial services provider’s stock after purchasing an additional 166,390 shares during the period. Russell Investments Group Ltd. owned approximately 0.06% of Morgan Stanley worth $164,510,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Motiv8 Investments LLC acquired a new position in shares of Morgan Stanley during the 4th quarter worth about $25,000. Olistico Wealth LLC acquired a new position in shares of Morgan Stanley during the 4th quarter worth about $27,000. Lodestone Wealth Management LLC acquired a new position in shares of Morgan Stanley during the 4th quarter worth about $28,000. Nvest Wealth Strategies Inc. acquired a new position in Morgan Stanley in the 4th quarter valued at approximately $31,000. Finally, Mowery & Schoenfeld Wealth Management LLC raised its holdings in Morgan Stanley by 1,855.6% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 176 shares of the financial services provider’s stock valued at $31,000 after acquiring an additional 167 shares in the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

Insider Activity

In other news, insider Daniel A. Simkowitz sold 14,690 shares of the business’s stock in a transaction on 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 sale, the insider owned 365,802 shares in the company, valued at approximately $69,224,370.48. The trade was a 3.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Eric F. Grossman sold 11,118 shares of the business’s stock in a transaction on Monday, April 20th. The shares were sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the completion of the sale, the insider owned 169,403 shares in the company, valued at $32,313,622.25. This represents a 6.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 77,476 shares of company stock worth $14,644,762. Corporate insiders own 0.17% of the company’s stock.

Morgan Stanley Trading Up 1.2%

Morgan Stanley stock opened at $220.65 on Wednesday. Morgan Stanley has a 12 month low of $129.66 and a 12 month high of $222.30. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52. The business has a 50 day moving average price of $195.85 and a two-hundred day moving average price of $181.71. The stock has a market cap of $348.03 billion, a price-to-earnings ratio of 19.99, a price-to-earnings-growth ratio of 1.63 and a beta of 1.23.

Morgan Stanley (NYSE:MS – Get Free Report) 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 analysts’ expectations of $19.23 billion. During the same period in the prior year, the firm posted $2.60 EPS. Morgan Stanley’s quarterly revenue was up 16.0% compared to the same quarter last year. As a group, equities analysts forecast that Morgan Stanley will post 11.87 EPS for the current year.

Morgan Stanley Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Thursday, April 30th were paid a $1.00 dividend. This represents a $4.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Thursday, April 30th. Morgan Stanley’s payout ratio is currently 36.23%.

Key Stories Impacting 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

Analysts Set New Price Targets

Several equities analysts have commented on the company. Argus upped their price target on Morgan Stanley from $210.00 to $225.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Barclays upped their price target on Morgan Stanley from $219.00 to $230.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. The Goldman Sachs Group upped their price target on Morgan Stanley from $186.00 to $205.00 and gave the company a “neutral” rating in a report on Thursday, April 16th. Citizens Jmp reaffirmed a “market perform” rating on shares of Morgan Stanley in a report on Thursday, April 16th. Finally, HSBC upped their price target on Morgan Stanley from $153.00 to $177.00 and gave the company a “hold” rating in a report on Friday, April 17th. Twelve investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $206.35.

Check Out Our Latest Analysis on Morgan Stanley

Morgan Stanley Company Profile

(Free Report)

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.