Morgan Stanley $MS Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lessened its position in shares of Morgan Stanley (NYSE:MS) by 3.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,424,526 shares of the financial services provider’s stock after selling 78,398 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Morgan Stanley were worth $456,005,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of MS. Mitsubishi UFJ Financial Group Inc. acquired a new position in shares of Morgan Stanley during the second quarter worth about $78,825,883,310. Bank of New York Mellon Corp bought a new position in shares of Morgan Stanley during the second quarter worth about $2,040,227,000. Cullen Capital Management LLC bought a new position in shares of Morgan Stanley during the second quarter worth about $295,482,000. Renaissance Technologies LLC acquired a new stake in Morgan Stanley in the 1st quarter valued at approximately $110,938,000. Finally, Sei Investments Co. raised its position in Morgan Stanley by 89.7% in the 1st quarter. Sei Investments Co. now owns 1,410,293 shares of the financial services provider’s stock valued at $232,092,000 after buying an additional 666,754 shares during the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

Morgan Stanley Price Performance

Shares of MS opened at $184.38 on Friday. The company has a market cap of $290.82 billion, a price-to-earnings ratio of 14.63, a PEG ratio of 1.23 and a beta of 1.22. Morgan Stanley has a 1-year low of $152.80 and a 1-year high of $232.25. The company’s fifty day simple moving average is $198.11 and its 200 day simple moving average is $194.29. The company has a current ratio of 0.79, a quick 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, October 14th. The financial services provider reported $3.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.93 by $0.10. The firm had revenue of $20.34 billion for the quarter, compared to analyst estimates of $19.93 billion. Morgan Stanley had a net margin of 15.63% and a return on equity of 19.40%. The company’s quarterly revenue was up 11.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.80 earnings per share. On average, research analysts forecast that Morgan Stanley will post 12.83 earnings per share for the current fiscal year.

Morgan Stanley Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be issued a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend is Friday, October 30th. Morgan Stanley’s dividend payout ratio is presently 36.51%.

Wall Street Analysts Forecast Growth

MS has been the topic of several research reports. Weiss Ratings upgraded Morgan Stanley from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 5th. Royal Bank Of Canada decreased their price target on shares of Morgan Stanley from $243.00 to $195.00 and set a “sector perform” rating for the company in a research note on Thursday, October 15th. UBS Group lowered their price objective on shares of Morgan Stanley from $260.00 to $236.00 and set a “buy” rating on the stock in a report on Monday, October 5th. JPMorgan Chase & Co. boosted their price objective on shares of Morgan Stanley from $195.00 to $198.00 and gave the stock a “neutral” rating in a research report on Friday, October 16th. Finally, Barclays boosted their price objective on shares of Morgan Stanley from $230.00 to $262.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $214.62.

Key Headlines Impacting Morgan Stanley

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

• Positive Sentiment: Strong deal activity supports investment-banking momentum. Morgan Stanley ranked among the leading advisers by deal value in the automotive, technology, media and telecom, and power sectors during the first three quarters of 2026. Sustained M&A activity could support advisory-fee revenue. Mitsubishi UFJ and Morgan Stanley lead automotive M&A financial advisers’ list Morgan Stanley leads TMT M&A advisers
• Positive Sentiment: Morgan Stanley is participating in a large AI infrastructure financing. The firm is part of a reported $63 billion financing structure involving Blackstone, Bank of America, and Citigroup to fund AI computing equipment leased to Anthropic. The transaction may create fee income and reinforce MS’s position in rapidly growing AI-related capital markets. Wall Street’s New $63 Billion AI Deal
• Neutral Sentiment: Analyst visibility remains high, but investor attention is focused on valuation. Morgan Stanley was among the most-watched stocks on Zacks, while commentary questioned whether its strong multiyear rally and current valuation are justified by returns on capital and future earnings growth. Shares were recently below both their 50-day and 200-day moving averages, signaling continued technical pressure.
• Negative Sentiment: AI exposure also introduces risk concerns. Commentary on the Anthropic financing warned that lenders and investors could face losses if AI hardware becomes obsolete, utilization disappoints, or AI-related valuations decline. Such concerns may weigh on sentiment toward MS even though the deal offers potential fee opportunities. Can Morgan Stanley Justify Its Price After AI Deal Wins?

Morgan Stanley Company Profile

Morgan Stanley (NYSE: MS) is a global financial services company that provides investment banking, securities, wealth management and investment management services to corporations, institutions, governments and individual investors. Founded in 1935, the company is headquartered in New York City and serves clients through operations across North America, Europe, Asia-Pacific and other international markets.

Through its Institutional Securities segment, Morgan Stanley offers investment banking, equity and fixed-income sales and trading, research, lending and related capital-markets services.