CoreCap Advisors LLC Decreases Holdings in Morgan Stanley $MS

CoreCap Advisors LLC decreased its stake in Morgan Stanley (NYSE:MS) by 91.6% during the 2nd quarter, Holdings Channel reports. The firm owned 2,701 shares of the financial services provider’s stock after selling 29,380 shares during the quarter. CoreCap Advisors LLC’s holdings in Morgan Stanley were worth $565,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Morgan Stanley by 10.2% during the fourth quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider’s stock valued at $1,607,000 after acquiring an additional 1,185 shares during the last quarter. Main Street Financial Solutions LLC boosted its stake in shares of Morgan Stanley by 69.0% in the second quarter. Main Street Financial Solutions LLC now owns 8,964 shares of the financial services provider’s stock worth $1,263,000 after acquiring an additional 3,661 shares during the last quarter. Diversify Advisory Services LLC increased its position in shares of Morgan Stanley by 90.9% during the second quarter. Diversify Advisory Services LLC now owns 16,148 shares of the financial services provider’s stock worth $2,378,000 after purchasing an additional 7,688 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in Morgan Stanley by 6.3% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 263,575 shares of the financial services provider’s stock valued at $37,127,000 after purchasing an additional 15,623 shares during the last quarter. Finally, Jupiter Wealth Management LLC raised its stake in Morgan Stanley by 7.8% in the 2nd quarter. Jupiter Wealth Management LLC now owns 52,825 shares of the financial services provider’s stock valued at $7,805,000 after purchasing an additional 3,807 shares during the last quarter. Hedge funds and other institutional investors own 84.19% of the company’s stock.

More Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley hired Adam Kweskin, a diversified-industries banker from Bank of America, to join its Global Industrials Investment Banking Group. The addition could strengthen the firm’s dealmaking capacity and support investment-banking fees if corporate activity remains robust. Morgan Stanley hires BofA’s Kweskin to cover diversified industries
• Positive Sentiment: Reports highlighted improving capital-markets conditions and continued strength in Morgan Stanley’s wealth-management business, reinforcing the investment case for its more diversified revenue mix. Why Is Wealth Management Anchoring Morgan Stanley?
• Positive Sentiment: Morgan Stanley-led banks are reportedly preparing to distribute approximately $15 billion of debt associated with a Google-backed Anthropic data center. The transaction underscores Morgan Stanley’s opportunity to generate fees from the rapidly expanding artificial-intelligence infrastructure financing market. Morgan Stanley-led banks to offload debt tied to Anthropic data center
• Neutral Sentiment: Approval of a key element of Morgan Stanley’s proposed billion-dollar Dallas regional hub represents a long-term investment in its operating footprint, though the project is not expected to materially affect near-term earnings. Morgan Stanley’s possible downtown hub gets sign approval
• Neutral Sentiment: The firm’s second-quarter Morgan Stanley Direct Lending Fund update provides additional visibility into its private-credit platform, but the available report does not include enough detail to determine a meaningful impact on MS valuation. Morgan Stanley Direct Lending Fund Posts Q2 2026 Results
• Negative Sentiment: Another Morgan Stanley banker reportedly moved to Abu Dhabi’s ADNOC, highlighting the ongoing risk of losing experienced dealmakers as global energy and investment activity intensifies. Another Morgan Stanley Banker Lands Top Investment Role at ADNOC

Morgan Stanley Stock Up 1.2%

Shares of NYSE:MS opened at $216.23 on Friday. Morgan Stanley has a 52-week low of $141.03 and a 52-week high of $232.25. The stock has a market cap of $341.06 billion, a P/E ratio of 17.48, a PEG ratio of 1.53 and a beta of 1.22. The business has a fifty day moving average of $216.53 and a two-hundred day moving average of $191.84. The company has a quick ratio of 0.77, 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, July 15th. The financial services provider reported $3.46 EPS for the quarter, topping the consensus estimate of $2.89 by $0.57. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.The business had revenue of $21.35 billion for the quarter, compared to analyst estimates of $19.67 billion. During the same quarter in the previous year, the firm earned $2.13 EPS. The company’s quarterly revenue was up 27.1% compared to the same quarter last year. On average, research analysts expect that Morgan Stanley will post 12.79 earnings per share for the current year.

Morgan Stanley Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Friday, July 31st will be paid a $1.15 dividend. This is a positive change from Morgan Stanley’s previous quarterly dividend of $1.00. The ex-dividend date of this dividend is Friday, July 31st. This represents a $4.60 annualized dividend and a dividend yield of 2.1%. Morgan Stanley’s dividend payout ratio is currently 37.19%.

Morgan Stanley declared that its Board of Directors has authorized a stock repurchase program on Wednesday, June 24th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the financial services provider to repurchase up to 5.6% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board believes its stock is undervalued.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the stock. JPMorgan Chase & Co. lifted their target price on shares of Morgan Stanley from $187.00 to $195.00 and gave the stock a “neutral” rating in a research note on Thursday, July 16th. Wells Fargo & Company increased their target price on shares of Morgan Stanley from $225.00 to $240.00 and gave the company an “equal weight” rating in a research report on Thursday, July 16th. Citizens Jmp reissued a “market perform” rating on shares of Morgan Stanley in a research note on Thursday, April 16th. Weiss Ratings upgraded shares of Morgan Stanley from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday. Finally, BNP Paribas Exane upped their price objective on shares of Morgan Stanley from $195.00 to $205.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. Two equities 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 issued a Sell rating to the company. According to data from MarketBeat, Morgan Stanley has an average rating of “Moderate Buy” and an average price target of $224.75.

Morgan Stanley Company 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.