Fort Washington Investment Advisors Inc. OH decreased its holdings in Morgan Stanley (NYSE:MS – Free Report) by 1.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 302,721 shares of the financial services provider’s stock after selling 5,225 shares during the quarter. Fort Washington Investment Advisors Inc. OH’s holdings in Morgan Stanley were worth $48,121,000 at the end of the most recent reporting period.
Other institutional investors also recently modified their holdings of the company. Princeton Global Asset Management LLC boosted its stake in Morgan Stanley by 645.8% in the second quarter. Princeton Global Asset Management LLC now owns 179 shares of the financial services provider’s stock valued at $25,000 after buying an additional 155 shares in the last quarter. WFA of San Diego LLC bought a new position in shares of Morgan Stanley in the second quarter worth about $28,000. CBIZ Investment Advisory Services LLC boosted its stake in shares of Morgan Stanley by 111.0% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 211 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 111 shares in the last quarter. Family Legacy Financial Solutions LLC grew its holdings in shares of Morgan Stanley by 91.9% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 213 shares of the financial services provider’s stock valued at $34,000 after purchasing an additional 102 shares during the last quarter. Finally, Compass Financial Services Inc acquired a new position in Morgan Stanley during the 2nd quarter worth approximately $32,000. Institutional investors and hedge funds own 84.19% of the company’s stock.
Insiders Place Their Bets
In other Morgan Stanley news, CEO Edward Pick sold 100,000 shares of the stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $164.34, for a total transaction of $16,434,000.00. Following the completion of the sale, the chief executive officer owned 574,986 shares of the company’s stock, valued at approximately $94,493,199.24. This represents a 14.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.19% of the company’s stock.
Morgan Stanley Stock Performance
Morgan Stanley (NYSE:MS – Get Free Report) last announced its earnings results on Wednesday, October 15th. The financial services provider reported $2.80 EPS for the quarter, topping the consensus estimate of $2.07 by $0.73. The firm had revenue of $17.98 billion for the quarter, compared to the consensus estimate of $16.42 billion. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The business’s quarterly revenue was up 18.5% compared to the same quarter last year. During the same period in the previous year, the business earned $1.88 EPS. Sell-side analysts expect that Morgan Stanley will post 8.56 EPS for the current year.
Morgan Stanley Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were issued a $1.00 dividend. The ex-dividend date was Friday, October 31st. This represents a $4.00 annualized dividend and a yield of 2.2%. Morgan Stanley’s dividend payout ratio is presently 41.03%.
Morgan Stanley News Summary
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley’s research group named Western Digital (WDC) a 2026 top pick — a reminder that MS’s equity research is active and influential, supporting trading & investment-banking flow and recurring client engagement. Morgan Stanley Names Western Digital (WDC) a 2026 Top Pick Amid Cloud Capital Expenditure Boom
- Positive Sentiment: Coverage and analyst activity continue across sectors (healthcare, utilities, data centers), reinforcing MS’s research/revenue mix and institutional relationships—a structural positive for fee and trading businesses. Example coverage includes Zoetis, PG&E, Vistra and Grail. Zoetis (ZTS) Positioned Within Morgan Stanley’s 2026 Healthcare Playbook
- Neutral Sentiment: MS itself is in the headlines as a trending stock (investor attention can increase short-term volatility but isn’t a directional fundamental). Zacks and other outlets have recently highlighted MS for investor interest. Here is What to Know Beyond Why Morgan Stanley (MS) is a Trending Stock
- Neutral Sentiment: Multiple Morgan Stanley analyst notes (resumed coverage, target changes across consumer and financial names) signal ongoing research-driven flow but are company-agnostic for MS’s own stock in the near term. Example: resumed coverage of Unilever and target moves on Diageo/Manulife. Morgan Stanley Resumes Coverage of Unilever (UL) with an Overweight View
- Negative Sentiment: Institutional activity tied to Morgan Stanley shows portfolio trimming in some names (e.g., Morgan Stanley reduced its TSLA holdings in recent filings), which can create perception of risk-taking reduction or repositioning by MS-managed funds. That may weigh on sentiment for the firm’s asset-management/trading outlook. $TSLA stock is down 3% today. Here’s what we see in our data.
- Negative Sentiment: TipRanks reports Morgan Stanley ceased to be a substantial holder in West African Resources — a visible example of MS trimming positions that can feed short-term headlines and investor caution even if not material to MS’s financials. Morgan Stanley Ceases to Be Substantial Holder in West African Resources
Wall Street Analysts Forecast Growth
Several equities analysts recently commented on the stock. Barclays increased their price objective on shares of Morgan Stanley from $156.00 to $183.00 and gave the company an “overweight” rating in a research note on Thursday, October 16th. UBS Group raised their price objective on Morgan Stanley from $156.00 to $165.00 and gave the company a “neutral” rating in a report on Tuesday, October 7th. The Goldman Sachs Group boosted their price objective on Morgan Stanley from $145.00 to $164.00 and gave the stock a “neutral” rating in a research report on Friday, October 3rd. Wolfe Research raised Morgan Stanley from a “peer perform” rating to an “outperform” rating and set a $198.00 target price for the company in a report on Monday, November 24th. Finally, BMO Capital Markets assumed coverage on Morgan Stanley in a research note on Friday, October 3rd. They set an “outperform” rating and a $180.00 price target on the stock. Three investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $174.77.
Read Our Latest Report on Morgan Stanley
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.
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