Morgan Stanley $MS Stock Position Lifted by MGO One Seven LLC

MGO One Seven LLC grew its holdings in shares of Morgan Stanley (NYSE:MS) by 17.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 24,454 shares of the financial services provider’s stock after purchasing an additional 3,660 shares during the period. MGO One Seven LLC’s holdings in Morgan Stanley were worth $3,887,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Princeton Global Asset Management LLC grew its position in Morgan Stanley by 645.8% in the 2nd 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 acquired a new stake in shares of Morgan Stanley in the 2nd quarter worth approximately $28,000. Compass Financial Services Inc bought a new position in shares of Morgan Stanley in the second quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC boosted its holdings in shares of Morgan Stanley by 91.9% in the third quarter. Family Legacy Financial Solutions LLC now owns 213 shares of the financial services provider’s stock valued at $34,000 after acquiring an additional 102 shares in the last quarter. Finally, Abound Wealth Management increased its stake in shares of Morgan Stanley by 58.5% during the second quarter. Abound Wealth Management now owns 252 shares of the financial services provider’s stock valued at $35,000 after acquiring an additional 93 shares during the period. 84.19% of the stock is currently owned by institutional investors.

Key Stories Impacting Morgan Stanley

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

• Positive Sentiment: Morgan Stanley filed spot Bitcoin and Solana ETFs — a direct entry into the large crypto‑ETF market that could attract new fee revenue and client flows if approved. This validates MS’s push to capture institutional crypto asset demand. Get Ready for Crypto Exposure as Morgan Stanley Joins the ETF Race
• Positive Sentiment: MS’s private‑equity arm took a majority stake in engineering firm Olsson — an action that expands PE investments and potential carry/realization upside over time. The deal signals continued deal activity from MS’s alternatives business. Morgan Stanley’s PE unit takes majority stake in engineering firm Olsson
• Positive Sentiment: Morgan Stanley is moving deeper into crypto services — reports the firm plans a crypto wallet — an execution step that complements ETF filings and could increase wallet/service revenue and client engagement in digital assets. Morgan Stanley Plans to Launch Cryptocurrency Wallet
• Positive Sentiment: Positive market commentary: CNBC/Yahoo coverage highlights strong asset‑gathering at Morgan Stanley — a positive for fee income and long‑term AUM growth. That narrative supports the stock if earnings confirm continued asset inflows. Jim Cramer Says “The Asset Gathering in Morgan Stanley Has Been Extraordinary”
• Neutral Sentiment: Analysts are re‑setting expectations ahead of MS’s Q4 earnings (reporting the week of Jan. 15). Forecast revisions and previews are increasing attention but create two‑way risk depending on trade/IB performance. Top Wall Street Forecasters Revamp Morgan Stanley Expectations Ahead Of Q4 Earnings
• Neutral Sentiment: Q4 previews expect trading and investment‑banking to be key drivers of revenue; positive beats could lift the stock, while any softness in trading/IB would be a near‑term headwind. Is MS Stock a Buy Ahead of Q4 Earnings on Favorable Industry Trends?
• Negative Sentiment: Sector headwinds: weakness in large banks (JPMorgan and peers) has weighed on financials today and is likely dragging MS lower despite its positive strategic moves — investors are trimming ahead of earnings season and reacting to JPM‑led market moves. Earnings Preview: Morgan Stanley to Report This Week

Morgan Stanley Trading Down 2.0%

NYSE:MS opened at $182.82 on Wednesday. The stock has a fifty day simple moving average of $173.82 and a 200 day simple moving average of $158.94. The firm has a market capitalization of $290.55 billion, a price-to-earnings ratio of 18.75, a price-to-earnings-growth ratio of 1.21 and a beta of 1.20. Morgan Stanley has a 1-year low of $94.33 and a 1-year high of $188.82. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.27.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings data on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share (EPS) 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 the consensus estimate of $16.42 billion. During the same quarter in the previous year, the company earned $1.88 EPS. The business’s revenue for the quarter was up 18.5% compared to the same quarter last year. Sell-side analysts forecast that Morgan Stanley will post 8.56 earnings per share for the current year.

Insider Buying and Selling at Morgan Stanley

In other news, CEO Edward Pick sold 100,000 shares of the business’s 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 sale, the chief executive officer owned 574,986 shares in the company, valued at $94,493,199.24. The trade was a 14.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.19% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

MS has been the subject of a number of research analyst reports. Dbs Bank upgraded Morgan Stanley to a “moderate buy” rating in a research report on Wednesday, November 12th. Barclays upped their price objective on Morgan Stanley from $183.00 to $219.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Evercore ISI lifted their target price on Morgan Stanley from $165.00 to $175.00 and gave the stock an “outperform” rating in a report on Thursday, October 16th. Keefe, Bruyette & Woods boosted their price target on shares of Morgan Stanley from $184.00 to $202.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. Finally, HSBC restated a “hold” rating on shares of Morgan Stanley in a research report on Wednesday, January 7th. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $181.85.

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.