Everpar Advisors LLC Has $381,000 Position in Morgan Stanley (NYSE:MS)

Everpar Advisors LLC lifted its stake in shares of Morgan Stanley (NYSE:MS) by 8.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,027 shares of the financial services provider’s stock after acquiring an additional 243 shares during the quarter. Everpar Advisors LLC’s holdings in Morgan Stanley were worth $381,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Peoples Bank KS bought a new position in Morgan Stanley during the 4th quarter worth approximately $25,000. Northwest Investment Counselors LLC bought a new stake in Morgan Stanley during the third quarter valued at $26,000. Rakuten Securities Inc. grew its holdings in Morgan Stanley by 138.1% during the 3rd quarter. Rakuten Securities Inc. now owns 300 shares of the financial services provider’s stock worth $31,000 after acquiring an additional 174 shares during the period. Capital Performance Advisors LLP bought a new position in shares of Morgan Stanley in the 3rd quarter worth about $36,000. Finally, Planning Capital Management Corp raised its position in shares of Morgan Stanley by 115.1% in the 3rd quarter. Planning Capital Management Corp now owns 357 shares of the financial services provider’s stock worth $37,000 after acquiring an additional 191 shares in the last quarter. 84.19% of the stock is currently owned by institutional investors.

Morgan Stanley Trading Up 4.0 %

NYSE MS opened at $135.80 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 3.14. The firm has a market capitalization of $218.77 billion, a P/E ratio of 20.67, a PEG ratio of 0.97 and a beta of 1.36. The business has a fifty day simple moving average of $128.74 and a 200 day simple moving average of $113.15. Morgan Stanley has a 12 month low of $83.09 and a 12 month high of $136.24.

Morgan Stanley (NYSE:MS) last announced its earnings results on Wednesday, October 16th. The financial services provider reported $1.88 EPS for the quarter, beating the consensus estimate of $1.57 by $0.31. Morgan Stanley had a net margin of 10.64% and a return on equity of 12.58%. The company had revenue of $15.38 billion during the quarter, compared to the consensus estimate of $14.27 billion. On average, analysts predict that Morgan Stanley will post 7.39 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 14th. Stockholders of record on Friday, January 31st will be paid a $0.925 dividend. This represents a $3.70 dividend on an annualized basis and a dividend yield of 2.72%. Morgan Stanley’s payout ratio is presently 56.32%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on MS. Bank of America raised their target price on Morgan Stanley from $140.00 to $146.00 and gave the stock a “buy” rating in a research note on Tuesday, January 7th. Keefe, Bruyette & Woods lifted their price objective on shares of Morgan Stanley from $138.00 to $145.00 and gave the company a “market perform” rating in a research note on Friday. Barclays increased their target price on shares of Morgan Stanley from $135.00 to $155.00 and gave the stock an “overweight” rating in a research note on Monday, January 6th. Hsbc Global Res downgraded shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 26th. Finally, UBS Group increased their price objective on shares of Morgan Stanley from $102.00 to $112.00 and gave the stock a “neutral” rating in a research report on Tuesday, October 8th. Eleven research analysts have rated the stock with a hold rating and six have assigned a buy rating to the company. According to MarketBeat, Morgan Stanley has an average rating of “Hold” and an average target price of $126.53.

Morgan Stanley Profile

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments.