Morgan Stanley $MS Shares Acquired by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. lifted its holdings in shares of Morgan Stanley (NYSE:MS) by 2.5% in the third quarter, HoldingsChannel.com reports. The firm owned 237,400 shares of the financial services provider’s stock after acquiring an additional 5,700 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in Morgan Stanley were worth $37,737,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC increased its position 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. Accurate Wealth Management LLC lifted its holdings in shares of Morgan Stanley by 71.3% in the 2nd quarter. Accurate Wealth Management LLC now owns 3,295 shares of the financial services provider’s stock worth $470,000 after acquiring an additional 1,371 shares during the last quarter. McAdam LLC purchased a new position in shares of Morgan Stanley during the 2nd quarter worth approximately $240,000. Perigon Wealth Management LLC increased its holdings in Morgan Stanley by 2.2% in the 2nd quarter. Perigon Wealth Management LLC now owns 31,401 shares of the financial services provider’s stock valued at $4,423,000 after purchasing an additional 673 shares during the last quarter. Finally, Dakota Wealth Management raised its position in Morgan Stanley by 3.3% in the second quarter. Dakota Wealth Management now owns 10,900 shares of the financial services provider’s stock valued at $1,535,000 after purchasing an additional 345 shares during the period. 84.19% of the stock is currently owned by hedge funds and other institutional investors.

Morgan Stanley Stock Down 2.2%

Shares of NYSE:MS opened at $179.02 on Friday. Morgan Stanley has a fifty-two week low of $94.33 and a fifty-two week high of $192.68. The firm’s 50 day moving average price is $176.93 and its 200 day moving average price is $161.04. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.27. The stock has a market cap of $284.52 billion, a price-to-earnings ratio of 17.53, a price-to-earnings-growth ratio of 1.50 and a beta of 1.20.

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

Morgan Stanley Announces Dividend

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

Morgan Stanley News Summary

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

• Positive Sentiment: Morgan Stanley was named one of the lead banks on the highly visible SpaceX IPO, which should generate sizable investment?banking fees and boost confidence in MS’s deal pipeline. Elon Musk’s SpaceX lines up 4 banks for blockbuster IPO
• Positive Sentiment: Q4 fundamentals remain supportive — MS recently beat on EPS and revenue, announced a $1.00 quarterly dividend (ex?div Jan 30), and has strong ROE metrics cited by analysts; those fundamentals underpin longer?term investor support. Morgan Stanley stock page / Q4 results & dividend
• Positive Sentiment: Morgan Stanley Wealth Management staff publicly urged clients not to panic?sell, messaging designed to stabilize flows and sentiment among retail/wealth clients. That communication can help limit outflows and calm short?term volatility. ‘Don’t Get Off the Rodeo Bull’: Morgan Stanley Warns Investors Not to Panic Sell
• Neutral Sentiment: Research action from MS — the firm cut Oracle’s target ~30% citing AI infra concerns. This is a research call on a large tech name (shows MS positioning/opinion) but is not a direct company fundamental change for MS itself. Oracle target cut by Morgan Stanley
• Negative Sentiment: Multiple senior Morgan Stanley insiders filed Form 4s this week (large sales by executives including Michael Pizzi, Andrew Saperstein, Eric Grossman, Sharon Yeshaya and others). Concentrated insider selling can add short?term supply and raise investor caution. Insider sale SEC filing (example)

Analyst Ratings Changes

Several research analysts have recently commented on the company. Jefferies Financial Group raised their price target on Morgan Stanley from $186.00 to $212.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. The Goldman Sachs Group restated a “neutral” rating on shares of Morgan Stanley in a report on Tuesday, January 6th. Citigroup boosted their price target on shares of Morgan Stanley from $155.00 to $170.00 and gave the stock a “neutral” rating in a research note on Thursday, October 16th. BNP Paribas Exane raised their price objective on shares of Morgan Stanley from $170.00 to $195.00 in a research note on Friday, January 16th. Finally, UBS Group lifted their price objective on shares of Morgan Stanley from $156.00 to $165.00 and gave the company a “neutral” rating in a report on Tuesday, October 7th. Three analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $185.93.

Insider Buying and Selling

In other news, insider Eric F. Grossman sold 21,555 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $184.00, for a total transaction of $3,966,120.00. Following the sale, the insider owned 171,005 shares of the company’s stock, valued at approximately $31,464,920. This trade represents a 11.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Charles A. Smith sold 8,500 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $182.08, for a total value of $1,547,680.00. Following the completion of the transaction, the insider directly owned 119,128 shares of the company’s stock, valued at $21,690,826.24. This trade represents a 6.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 196,223 shares of company stock valued at $34,150,220 over the last 90 days. 0.19% of the stock is currently owned by corporate insiders.

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.