Chemistry Wealth Management LLC Invests $639,000 in Morgan Stanley $MS

Chemistry Wealth Management LLC bought a new stake in shares of Morgan Stanley (NYSE:MS) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,055 shares of the financial services provider’s stock, valued at approximately $639,000.

Several other large investors have also recently made changes to their positions in the company. CBIZ Investment Advisory Services LLC increased its holdings in Morgan Stanley by 12.3% in the fourth quarter. CBIZ Investment Advisory Services LLC now owns 502 shares of the financial services provider’s stock valued at $89,000 after buying an additional 55 shares in the last quarter. Fielder Capital Group LLC boosted its stake in shares of Morgan Stanley by 1.4% during the 4th quarter. Fielder Capital Group LLC now owns 4,216 shares of the financial services provider’s stock worth $748,000 after acquiring an additional 57 shares in the last quarter. Allen Capital Group LLC boosted its stake in shares of Morgan Stanley by 1.3% during the 1st quarter. Allen Capital Group LLC now owns 4,546 shares of the financial services provider’s stock worth $748,000 after acquiring an additional 60 shares in the last quarter. Financial Management Professionals Inc. grew its position in shares of Morgan Stanley by 0.8% during the 4th quarter. Financial Management Professionals Inc. now owns 8,099 shares of the financial services provider’s stock valued at $1,438,000 after acquiring an additional 61 shares during the period. Finally, Gallagher Capital Advisors LLC grew its position in shares of Morgan Stanley by 0.6% during the 4th quarter. Gallagher Capital Advisors LLC now owns 10,098 shares of the financial services provider’s stock valued at $1,837,000 after acquiring an additional 61 shares during the period. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Morgan Stanley

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%

MS opened at $216.23 on Friday. Morgan Stanley has a twelve month low of $141.03 and a twelve month high of $232.25. The company has a quick ratio of 0.77, a current ratio of 0.79 and a debt-to-equity ratio of 3.65. The company has a 50-day moving average price of $216.53 and a 200 day moving average price of $191.84. The company has a market cap of $341.06 billion, a PE ratio of 17.48, a price-to-earnings-growth ratio of 1.53 and a beta of 1.22.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings data on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (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 company had revenue of $21.35 billion for the quarter, compared to analysts’ expectations of $19.67 billion. During the same period in the previous year, the firm posted $2.13 EPS. Morgan Stanley’s revenue was up 27.1% compared to the same quarter last year. Sell-side analysts expect that Morgan Stanley will post 12.79 earnings per share for the current fiscal year.

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

Morgan Stanley Increases Dividend

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

Analyst Upgrades and Downgrades

MS has been the subject of a number of analyst reports. Argus upped their price target on Morgan Stanley from $210.00 to $225.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. The Goldman Sachs Group raised their price objective on Morgan Stanley from $211.00 to $233.00 and gave the company a “neutral” rating in a report on Monday, July 6th. BMO Capital Markets boosted their price objective on Morgan Stanley from $240.00 to $250.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Oppenheimer downgraded Morgan Stanley from a “market perform” rating to an “underperform” rating in a research note on Tuesday, June 30th. Finally, Keefe, Bruyette & Woods increased their target price on Morgan Stanley from $225.00 to $250.00 and gave the company an “outperform” rating in a research report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $224.75.

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.