Steinberganna Wealth Management Takes Position in Morgan Stanley $MS

Steinberganna Wealth Management purchased a new position in shares of Morgan Stanley (NYSE:MS) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 3,000 shares of the financial services provider’s stock, valued at approximately $477,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its holdings in shares of 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 worth $16,779,734,000 after purchasing an additional 1,354,142 shares during the last quarter. Fisher Asset Management LLC lifted its position in Morgan Stanley by 3.2% during the 2nd quarter. Fisher Asset Management LLC now owns 24,045,186 shares of the financial services provider’s stock worth $3,387,005,000 after buying an additional 749,150 shares in the last quarter. Norges Bank acquired a new position in Morgan Stanley during the 2nd quarter worth about $2,234,883,000. Ameriprise Financial Inc. grew its holdings in Morgan Stanley by 2.9% during the 2nd quarter. Ameriprise Financial Inc. now owns 13,438,530 shares of the financial services provider’s stock worth $1,894,023,000 after acquiring an additional 374,711 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its position in Morgan Stanley by 0.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 10,980,120 shares of the financial services provider’s stock valued at $1,546,659,000 after acquiring an additional 28,420 shares in the last quarter. 84.19% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Morgan Stanley

In related news, CEO Edward Pick sold 100,000 shares of the stock in a transaction that occurred on Friday, October 31st. The stock was 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 directly 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 Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.19% of the company’s stock.

Morgan Stanley Trading Down 0.1%

MS opened at $184.70 on Friday. 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 has a twelve month low of $94.33 and a twelve month high of $188.82. The firm’s fifty day moving average is $172.53 and its two-hundred day moving average is $157.65. The firm has a market cap of $293.54 billion, a PE ratio of 18.94, a price-to-earnings-growth ratio of 1.41 and a beta of 1.20.

Morgan Stanley (NYSE:MS) last posted its earnings results on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share for the quarter, topping the consensus estimate of $2.07 by $0.73. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The firm had revenue of $17.98 billion for the quarter, compared to analyst estimates of $16.42 billion. During the same period in the previous year, the company posted $1.88 earnings per share. The company’s revenue for the quarter was up 18.5% on a year-over-year basis. Equities research analysts anticipate that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were given a $1.00 dividend. The ex-dividend date was Friday, October 31st. This represents a $4.00 annualized dividend and a dividend yield of 2.2%. Morgan Stanley’s payout ratio is currently 41.03%.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Morgan Stanley filed spot crypto ETF registrations (Bitcoin, Solana and a spot Ethereum trust that may include staking), expanding its wealth-product suite and distribution reach — a potential long-term revenue and brand win for its wealth-management channels. Morgan Stanley Files Third Crypto ETF In 48 Hours
• Positive Sentiment: The bank said it will launch a digital wallet in H2 2026 to support tokenized assets, signaling product expansion into custody/staking and providing another potential distribution channel for crypto services. Morgan Stanley Announces Digital Wallet Launch
• Positive Sentiment: Internal dealmaking activity appears to be picking up — Morgan Stanley promoted ~184 employees to managing director after a revival in M&A and capital-markets activity, supporting higher IB fees if deal flow continues. Managing Director Promotions After Dealmaking Revival
• Positive Sentiment: Analyst sentiment: Zacks upgraded MS to a Strong Buy and also added MS to a dividend/income list — these endorsements can attract flows from model/quant and income-focused investors. MS Upgraded to Strong Buy by Zacks
• Positive Sentiment: Morgan Stanley’s CIO Mike Wilson reiterated confidence in earnings growth and called out consumer stocks as a key opportunity — supportive macro/sentiment commentary from senior research can lift investor conviction. Mike Wilson Sees ‘Crystal Clear’ Earnings Growth
• Neutral Sentiment: Near-term event risk: Morgan Stanley reports earnings next week and Wall Street expects earnings growth — the report will be a catalyst that could reinforce or reverse today’s move depending on results and guidance. MS Reports Next Week—Street Expects Growth
• Negative Sentiment: Valuation/analyst caution: some firms (including a recent JPMorgan note) have kept neutral ratings or signaled limited upside vs. current price — that can cap gains if investors shift to profit-taking or rotate into larger perceived winners.
• Negative Sentiment: Regulatory and competitive risks in crypto: launching ETFs and staking features attracts SEC and compliance scrutiny and puts Morgan Stanley in a crowded ETF field — any regulatory pushback or slow asset flows would be a near-term drag on the trade.

Analysts Set New Price Targets

MS has been the topic of a number of research reports. HSBC reiterated a “hold” rating on shares of Morgan Stanley in a research report on Wednesday. Wolfe Research reaffirmed an “outperform” rating and set a $211.00 price objective on shares of Morgan Stanley in a report on Wednesday. BMO Capital Markets assumed coverage on Morgan Stanley in a research note on Friday, October 3rd. They issued an “outperform” rating and a $180.00 target price for the company. UBS Group upped their price target on Morgan Stanley from $156.00 to $165.00 and gave the company a “neutral” rating in a research note on Tuesday, October 7th. Finally, Citigroup lifted their price objective on Morgan Stanley from $155.00 to $170.00 and gave the stock a “neutral” rating in a research report on Thursday, October 16th. Three analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Morgan Stanley currently has an average rating of “Moderate Buy” and a consensus target price of $181.85.

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.