Morgan Stanley (NYSE:MS) Shares Bought Rep. Dan Newhouse

Representative Dan Newhouse (Republican-Washington) recently bought shares of Morgan Stanley (NYSE:MS). In a filing disclosed on July 17th, the Representative disclosed that they had bought between $1,001 and $15,000 in Morgan Stanley stock on July 10th. The trade occurred in the Representative’s “EDWARD JONES IRA” account.

Representative Dan Newhouse also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 7/10/2026.
• Sold $1,001 – $15,000 in shares of Deere & Company (NYSE:DE) on 7/10/2026.
• Purchased $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 7/10/2026.
• Sold $1,001 – $15,000 in shares of United Parcel Service (NYSE:UPS) on 7/10/2026.
• Sold $1,001 – $15,000 in shares of Hershey (NYSE:HSY) on 7/10/2026.
• Purchased $1,001 – $15,000 in shares of Duke Energy (NYSE:DUK) on 7/10/2026.
• Purchased $1,001 – $15,000 in shares of Amcor (NYSE:AMCR) on 7/10/2026.
• Sold $1,001 – $15,000 in shares of Fortinet (NASDAQ:FTNT) on 7/10/2026.
• Sold $1,001 – $15,000 in shares of Magna International (NYSE:MGA) on 7/10/2026.
• Purchased $1,001 – $15,000 in shares of Accenture (NYSE:ACN) on 7/10/2026.

Morgan Stanley Trading Down 2.1%

NYSE MS opened at $210.98 on Tuesday. The stock has a market capitalization of $332.78 billion, a price-to-earnings ratio of 17.06, a PEG ratio of 1.56 and a beta of 1.23. The stock’s 50 day moving average price is $212.09 and its two-hundred day moving average price is $189.00. The company has a debt-to-equity ratio of 3.52, a quick ratio of 0.77 and a current ratio of 0.77. Morgan Stanley has a 52 week low of $136.17 and a 52 week high of $232.25.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.57. The company had revenue of $21.35 billion during the quarter, compared to analysts’ expectations of $19.67 billion. Morgan Stanley had a net margin of 15.65% and a return on equity of 19.51%. The business’s quarterly revenue was up 27.1% on a year-over-year basis. During the same period last year, the business earned $2.13 EPS. As a group, analysts anticipate that Morgan Stanley will post 12.55 earnings per share for the current fiscal year.

Morgan Stanley Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 31st will be issued a dividend of $1.15 per share. The ex-dividend date is Friday, July 31st. This is a boost from Morgan Stanley’s previous quarterly dividend of $1.00. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.2%. Morgan Stanley’s dividend payout ratio is 32.34%.

Morgan Stanley announced that its Board of Directors has initiated a share buyback plan on Wednesday, June 24th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the financial services provider to buy up to 5.6% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on MS shares. Citizens Jmp reiterated a “market perform” rating on shares of Morgan Stanley in a report on Thursday, April 16th. Barclays raised their target price on shares of Morgan Stanley from $230.00 to $262.00 and gave the stock an “overweight” rating in a research note on Thursday. BNP Paribas Exane boosted their price target on Morgan Stanley from $195.00 to $205.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. Dbs Bank boosted their price objective on shares of Morgan Stanley from $185.00 to $220.00 in a report on Thursday, May 7th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Morgan Stanley in a research report on Thursday, July 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Morgan Stanley presently has an average rating of “Moderate Buy” and an average target price of $222.60.

Key Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley is being recognized as a leader in financing AI-related debt deals, suggesting stronger underwriting and advisory revenue tied to data-center expansion. Morgan Stanley becomes Wall Street’s top bank for AI debt deals
• Positive Sentiment: New coverage from market outlets also pointed to Morgan Stanley as constructive on broader macro and sector opportunities, including semiconductor and commodity trends, which can help sentiment around its research and client franchise. MarketWatch chip stocks article
• Neutral Sentiment: Analyst notes and rating updates continued to support expectations for solid earnings, with recent reports raising price targets and forecast estimates for fiscal 2026 and beyond. Morgan Stanley upgraded at Freedom Capital
• Negative Sentiment: Despite the positive business headlines, the stock was under pressure in a broader risk-off session, which can weigh on large financials even when company-specific news is favorable.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in MS. Hughes Financial Services LLC raised its position in Morgan Stanley by 55.7% in the second quarter. Hughes Financial Services LLC now owns 137 shares of the financial services provider’s stock worth $29,000 after acquiring an additional 49 shares during the period. Financial Management Professionals Inc. lifted its position in Morgan Stanley by 0.6% during the second quarter. Financial Management Professionals Inc. now owns 8,245 shares of the financial services provider’s stock valued at $1,724,000 after purchasing an additional 52 shares in the last quarter. CBIZ Investment Advisory Services LLC grew its holdings in Morgan Stanley by 12.3% during the fourth quarter. CBIZ Investment Advisory Services LLC now owns 502 shares of the financial services provider’s stock valued at $89,000 after purchasing an additional 55 shares during the period. Powers Advisory Group LLC increased its position in Morgan Stanley by 4.0% in the fourth quarter. Powers Advisory Group LLC now owns 1,443 shares of the financial services provider’s stock worth $256,000 after buying an additional 56 shares in the last quarter. Finally, Fielder Capital Group LLC raised its stake in shares of Morgan Stanley by 1.4% in the fourth quarter. Fielder Capital Group LLC now owns 4,216 shares of the financial services provider’s stock worth $748,000 after buying an additional 57 shares during the period. 84.19% of the stock is currently owned by institutional investors and hedge funds.

About Representative Newhouse

Dan Newhouse (Republican Party) is a member of the U.S. House, representing Washington’s 4th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027.

Newhouse (Republican Party) ran for re-election to the U.S. House to represent Washington’s 4th Congressional District. He won in the general election on November 5, 2024.

Click here to see Newhouse’s key votes in Congress.

Newhouse served as a member of the Washington House of Representatives representing District 15-Position 2 from 2003 through 2009 and as Washington Director of Agriculture from 2009 to 2013.

Newhouse was first elected to the state House in 2002 and served until he was named state Director of Agriculture in 2009. He was first appointed by Governor Christine Gregoire on February 18, 2009.

About Morgan Stanley

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.