Morgan Stanley $MS Shares Sold by Oliver Luxxe Assets LLC

Oliver Luxxe Assets LLC decreased its position in Morgan Stanley (NYSE:MS) by 19.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 60,635 shares of the financial services provider’s stock after selling 14,408 shares during the quarter. Morgan Stanley accounts for approximately 1.9% of Oliver Luxxe Assets LLC’s portfolio, making the stock its 7th largest position. Oliver Luxxe Assets LLC’s holdings in Morgan Stanley were worth $12,675,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in MS. Purpose Unlimited Inc. acquired a new stake in shares of Morgan Stanley in the fourth quarter valued at $25,000. Motiv8 Investments LLC purchased a new stake in shares of Morgan Stanley in the 4th quarter valued at $25,000. WFA of San Diego LLC acquired a new position in Morgan Stanley during the 2nd quarter worth about $28,000. Nvest Wealth Strategies Inc. purchased a new position in Morgan Stanley during the 4th quarter valued at about $31,000. Finally, Mowery & Schoenfeld Wealth Management LLC boosted its holdings in Morgan Stanley by 1,855.6% during the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 176 shares of the financial services provider’s stock valued at $31,000 after acquiring an additional 167 shares during the period. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Morgan Stanley Price Performance

Shares of NYSE MS opened at $216.23 on Friday. The stock’s 50-day moving average is $216.53 and its two-hundred day moving average is $191.84. The company has a debt-to-equity ratio of 3.65, a current ratio of 0.79 and a quick ratio of 0.77. Morgan Stanley has a 1-year low of $141.03 and a 1-year high of $232.25. The company has a market cap of $341.06 billion, a price-to-earnings 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 results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.57. The company had revenue of $21.35 billion for the quarter, compared to analyst estimates of $19.67 billion. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.Morgan Stanley’s revenue for the quarter was up 27.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.13 EPS. Analysts forecast that Morgan Stanley will post 12.79 EPS for the current fiscal year.

Morgan Stanley declared that its board has approved a stock repurchase 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 reacquire up to 5.6% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s leadership believes its stock is undervalued.

Morgan Stanley Increases Dividend

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

Analyst Upgrades and Downgrades

MS has been the topic of a number of recent research reports. JPMorgan Chase & Co. boosted their price target on shares of Morgan Stanley from $187.00 to $195.00 and gave the stock a “neutral” rating in a research note on Thursday, July 16th. Weiss Ratings raised shares of Morgan Stanley from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday. Royal Bank Of Canada restated a “sector perform” rating and issued a $243.00 price objective on shares of Morgan Stanley in a report on Monday, July 20th. The Goldman Sachs Group upped their target price on shares of Morgan Stanley from $211.00 to $233.00 and gave the stock a “neutral” rating in a research note on Monday, July 6th. Finally, Jefferies Financial Group upgraded shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $224.75.

More Morgan Stanley News

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 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.