Siligmueller & Norvid Wealth Advisors LLC Makes New Investment in Morgan Stanley $MS

Siligmueller & Norvid Wealth Advisors LLC purchased a new stake in shares of Morgan Stanley (NYSE:MS) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 3,216 shares of the financial services provider’s stock, valued at approximately $511,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Norges Bank purchased a new stake in Morgan Stanley during the second quarter valued at approximately $2,234,883,000. Schroder Investment Management Group grew its position in shares of Morgan Stanley by 23.4% during the 2nd quarter. Schroder Investment Management Group now owns 9,357,200 shares of the financial services provider’s stock valued at $1,318,055,000 after acquiring an additional 1,776,544 shares during the period. Marshall Wace LLP increased its stake in shares of Morgan Stanley by 319.7% in the 2nd quarter. Marshall Wace LLP now owns 2,092,341 shares of the financial services provider’s stock worth $294,727,000 after purchasing an additional 1,593,774 shares in the last quarter. Franklin Resources Inc. raised its holdings in Morgan Stanley by 18.1% in the 2nd quarter. Franklin Resources Inc. now owns 9,623,305 shares of the financial services provider’s stock worth $1,355,537,000 after purchasing an additional 1,476,372 shares during the period. Finally, Vanguard Group Inc. lifted its position in Morgan Stanley by 1.1% during the second quarter. Vanguard Group Inc. now owns 119,123,487 shares of the financial services provider’s stock valued at $16,779,734,000 after purchasing an additional 1,354,142 shares in the last quarter. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Key Headlines Impacting Morgan Stanley

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

• Positive Sentiment: Q4 2025 earnings beat — Morgan Stanley reported $2.68 diluted EPS (above $2.28 consensus) and $17.9B revenue (above consensus), with profit and ROE improving versus year-ago results. That beat supports valuation multiples and investor confidence in core businesses. Morgan Stanley Q4 2025 earnings (Quiver)
• Positive Sentiment: Morgan Stanley Wealth Management is cutting transaction fees on private-share trading via its EquityZen marketplace, widening access to private markets for clients and potentially increasing platform volume and AUM-driven fees over time. This is a strategic, client-facing fee action that supports recurring fee growth. MS press release: EquityZen fee reduction
• Neutral Sentiment: Institutional positioning and research influence — filings and press coverage show Morgan Stanley increasing certain crypto-related stakes (e.g., BitMine) and remaining active with analyst coverage (initiations/ratings across GE, CoreWeave, etc.). These activities highlight diversified revenue/alpha generation but carry mixed risk/reward. Wall Street boosts Bitmine stakes (Cointelegraph)
• Neutral Sentiment: Research calls can move sectors — recent Morgan Stanley analyst notes (e.g., cautious stance ahead of CoreWeave earnings, new coverage of GE Aerospace) underscore the firm’s market influence; that can amplify short-term flows but is not a direct corporate catalyst for MS itself. TipRanks: Morgan Stanley on CoreWeave
• Negative Sentiment: Reputational/legal risk — reporting that Morgan Stanley opened accounts for Epstein-related trusts as late as 2019 could raise regulatory or reputational questions and short-term investor caution, particularly if follow-up scrutiny or legal exposure emerges. Yahoo Finance: Morgan Stanley opened accounts for Epstein trusts
• Negative Sentiment: Cash-flow and insider activity flagged in the quarter — while EPS/revenue beat, cash from operating activities swung materially negative (reported roughly -$2.4B) and the company disclosed multiple insider stock sales in recent filings. Those items can temper enthusiasm and are reasons some investors may trim positions despite the headline beat. Morgan Stanley Q4 2025 earnings (Quiver)

Insider Buying and Selling at Morgan Stanley

In other news, insider Eric F. Grossman sold 21,555 shares of the stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $184.00, for a total transaction of $3,966,120.00. Following the completion of the transaction, the insider directly owned 171,005 shares in the company, valued at approximately $31,464,920. This represents a 11.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Michael A. Pizzi sold 20,000 shares of the business’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $184.55, for a total transaction of $3,691,000.00. Following the completion of the sale, the insider owned 127,872 shares in the company, valued at $23,598,777.60. This represents a 13.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 129,191 shares of company stock worth $23,736,506 over the last three months. 0.19% of the stock is owned by company insiders.

Morgan Stanley Price Performance

Shares of NYSE:MS opened at $175.25 on Friday. The firm has a market cap of $278.53 billion, a price-to-earnings ratio of 17.16, a P/E/G ratio of 1.40 and a beta of 1.20. The firm has a fifty day moving average price of $180.35 and a 200 day moving average price of $166.07. Morgan Stanley has a fifty-two week low of $94.33 and a fifty-two week high of $192.68. The company has a debt-to-equity ratio of 3.27, a quick ratio of 0.79 and a current ratio of 0.79.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings results on Thursday, January 15th. The financial services provider reported $2.68 EPS for the quarter, topping the consensus estimate of $2.28 by $0.40. Morgan Stanley had a net margin of 14.09% and a return on equity of 16.92%. The business had revenue of $17.90 billion for the quarter, compared to analysts’ expectations of $17.69 billion. During the same quarter in the previous year, the company earned $2.22 EPS. The business’s quarterly revenue was up 10.3% compared to the same quarter last year. As a group, sell-side analysts expect that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Morgan Stanley Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were paid a dividend of $1.00 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $4.00 dividend on an annualized basis and a yield of 2.3%. Morgan Stanley’s dividend payout ratio is presently 39.18%.

Analyst Ratings Changes

Several research firms have recently commented on MS. Dbs Bank raised Morgan Stanley to a “moderate buy” rating in a research note on Wednesday, November 12th. Wolfe Research restated an “outperform” rating and set a $211.00 target price on shares of Morgan Stanley in a research note on Wednesday, January 7th. Jefferies Financial Group upped their price target on shares of Morgan Stanley from $186.00 to $212.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. JPMorgan Chase & Co. increased their price objective on shares of Morgan Stanley from $157.00 to $162.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Morgan Stanley in a research report on Thursday, January 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $185.93.

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.