Turtle Creek Wealth Advisors LLC Has $1.47 Million Position in Morgan Stanley $MS

Turtle Creek Wealth Advisors LLC grew its stake in shares of Morgan Stanley (NYSE:MS) by 50.7% in the third quarter, HoldingsChannel.com reports. The fund owned 9,272 shares of the financial services provider’s stock after acquiring an additional 3,118 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in Morgan Stanley were worth $1,474,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the stock. Brighton Jones LLC grew its stake in Morgan Stanley by 10.2% during the fourth quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider’s stock worth $1,607,000 after buying an additional 1,185 shares in the last quarter. Assenagon Asset Management S.A. lifted its holdings in shares of Morgan Stanley by 2.5% during the 2nd quarter. Assenagon Asset Management S.A. now owns 60,767 shares of the financial services provider’s stock worth $8,560,000 after acquiring an additional 1,468 shares during the period. CX Institutional lifted its holdings in shares of Morgan Stanley by 3.6% during the 2nd quarter. CX Institutional now owns 7,835 shares of the financial services provider’s stock worth $1,104,000 after acquiring an additional 274 shares during the period. Silver Oak Securities Incorporated boosted its position in shares of Morgan Stanley by 9.3% during the 2nd quarter. Silver Oak Securities Incorporated now owns 1,355 shares of the financial services provider’s stock worth $191,000 after acquiring an additional 115 shares in the last quarter. Finally, Farther Finance Advisors LLC increased its stake in Morgan Stanley by 42.7% in the second quarter. Farther Finance Advisors LLC now owns 17,002 shares of the financial services provider’s stock valued at $2,395,000 after acquiring an additional 5,090 shares during the last quarter. Institutional investors own 84.19% of the company’s stock.

Analyst Upgrades and Downgrades

MS has been the subject of several recent analyst reports. UBS Group upped their target price on Morgan Stanley from $156.00 to $165.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 7th. Wells Fargo & Company upped their price objective on Morgan Stanley from $177.00 to $189.00 and gave the stock an “equal weight” rating in a research report on Monday, January 5th. The Goldman Sachs Group reiterated a “neutral” rating on shares of Morgan Stanley in a research report on Tuesday, January 6th. Wolfe Research reissued an “outperform” rating and set a $211.00 target price on shares of Morgan Stanley in a research note on Wednesday, January 7th. Finally, Barclays raised their price target on shares of Morgan Stanley from $183.00 to $219.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Three equities research 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. According to MarketBeat.com, Morgan Stanley currently has an average rating of “Moderate Buy” and a consensus target price of $185.93.

Morgan Stanley Stock Performance

NYSE MS opened at $189.17 on Tuesday. The company has a market capitalization of $300.65 billion, a price-to-earnings ratio of 18.53, a PEG ratio of 1.20 and a beta of 1.20. Morgan Stanley has a twelve month low of $94.33 and a twelve month high of $192.68. The stock has a fifty day simple moving average of $175.70 and a 200 day simple moving average of $160.22. 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 released its quarterly earnings results on Thursday, January 15th. The financial services provider reported $2.68 EPS for the quarter, beating analysts’ consensus estimates of $2.28 by $0.40. Morgan Stanley had a return on equity of 16.92% and a net margin of 14.09%.The firm had revenue of $17.90 billion for the quarter, compared to analyst estimates of $17.69 billion. During the same quarter in the previous year, the company posted $2.22 EPS. The business’s revenue was up 10.3% on a year-over-year basis. Sell-side analysts expect that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be issued a dividend of $1.00 per share. The ex-dividend date is Friday, January 30th. This represents a $4.00 annualized dividend and a yield of 2.1%. Morgan Stanley’s dividend payout ratio (DPR) is presently 39.18%.

Insider Transactions 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 value of $16,434,000.00. Following the transaction, the chief executive officer owned 574,986 shares in the company, valued at approximately $94,493,199.24. The trade was a 14.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.19% of the company’s stock.

Morgan Stanley News Roundup

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

• Positive Sentiment: Morgan Stanley’s strong Q4 beat and record full‑year revenue drove fresh valuation coverage that highlights earnings momentum and supports the stock. Assessing Morgan Stanley (MS) Valuation After Strong Q4 Beat And Record Full Year Revenue
• Positive Sentiment: High‑profile endorsement: Jim Cramer publicly praised MS’s CEO performance, which can boost investor confidence in management execution and strategy. Morgan Stanley (MS)’s CEO is Doing a Great Job, Says Jim Cramer
• Positive Sentiment: BNP Paribas raised its price target on Morgan Stanley, signaling continued analyst conviction and potential upside relative to the current price. BNP Paribas Lifts Price Target on Morgan Stanley
• Positive Sentiment: Pipeline/deal flow: Jio Platforms has shortlisted Morgan Stanley as a lead banker for a potential mega IPO — winning such mandates would mean sizable advisory fees if the deal proceeds. Jio Platforms sets ball rolling on mega public float proposal
• Positive Sentiment: Strategic push: Morgan Stanley is publicly emphasizing digital assets and private‑market investments — areas with higher fee potential and growing client demand. This pivot supports a higher‑margin growth runway. Morgan Stanley Now Focused on Digital Assets, Private Market Investments
• Neutral Sentiment: Execution business activity: Morgan Stanley Europe executed Nordea’s share buybacks — a signal of ongoing institutional trading and execution revenue but limited direct impact on MS’s valuation. Nordea Reports Ongoing Share Buybacks Executed by Morgan Stanley Europe SE
• Neutral Sentiment: Research activity: Morgan Stanley analysts continue active coverage and company‑specific calls (e.g., downgrading LVMH or reiterating ratings on Alibaba and others). This underlines the firm’s research influence but is indirect for MS stock moves. LVMH downgraded to Equal Weight from Overweight at Morgan Stanley
• Neutral Sentiment: Flow signals: MS was named in Zacks’ momentum and income stock lists, which may attract short‑term investor interest but has uncertain lasting impact. Best Momentum Stock to Buy for January 19th

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.