Endeavor Private Wealth Inc. Invests $437,000 in Morgan Stanley $MS

Posted by Paula Ricardo on Jun 8th, 2026

Endeavor Private Wealth Inc. bought a new position in Morgan Stanley (NYSE:MS – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 2,461 shares of the financial services provider’s stock, valued at approximately $437,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. CBIZ Investment Advisory Services LLC grew its holdings in shares of Morgan Stanley by 12.3% in the fourth quarter. CBIZ Investment Advisory Services LLC now owns 502 shares of the financial services provider’s stock worth $89,000 after purchasing an additional 55 shares during the last quarter. Powers Advisory Group LLC grew its holdings in shares of 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 purchasing an additional 56 shares during the last quarter. Fielder Capital Group LLC grew its holdings 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 purchasing an additional 57 shares during the last quarter. Central Bank & Trust Co. grew its holdings in shares of Morgan Stanley by 3.4% in the fourth quarter. Central Bank & Trust Co. now owns 1,767 shares of the financial services provider’s stock worth $314,000 after purchasing an additional 58 shares during the last quarter. Finally, Howard Financial Services LTD. grew its holdings in shares of Morgan Stanley by 1.6% in the fourth quarter. Howard Financial Services LTD. now owns 3,579 shares of the financial services provider’s stock worth $635,000 after purchasing an additional 58 shares during the last quarter. Institutional investors own 84.19% of the company’s stock.

Morgan Stanley Stock Performance

Shares of MS stock opened at $212.44 on Monday. The stock has a fifty day moving average of $188.81 and a 200 day moving average of $179.18. Morgan Stanley has a 52 week low of $128.81 and a 52 week high of $219.16. The firm has a market capitalization of $335.07 billion, a price-to-earnings ratio of 19.24, a PEG ratio of 1.59 and a beta of 1.23. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52.

Morgan Stanley (NYSE:MS – Get Free Report) last announced its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 EPS for the quarter, topping analysts’ consensus estimates of $3.02 by $0.41. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The company had revenue of $20.58 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the firm posted $2.60 earnings per share. The firm’s revenue was up 16.0% on a year-over-year basis. As a group, research analysts expect that Morgan Stanley will post 11.85 earnings per share for the current year.

Morgan Stanley Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Thursday, April 30th were given a dividend of $1.00 per share. The ex-dividend date of this dividend was Thursday, April 30th. This represents a $4.00 annualized dividend and a yield of 1.9%. Morgan Stanley’s dividend payout ratio (DPR) is currently 36.23%.

Analyst Ratings Changes

MS has been the topic of several recent analyst reports. Daiwa Securities Group raised their target price on shares of Morgan Stanley from $175.00 to $198.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. Dbs Bank raised their target price on shares of Morgan Stanley from $185.00 to $220.00 in a report on Thursday, May 7th. Zacks Research cut shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Wednesday, May 27th. The Goldman Sachs Group raised their price target on Morgan Stanley from $186.00 to $205.00 and gave the stock a “neutral” rating in a research note on Thursday, April 16th. Finally, HSBC raised their price target on Morgan Stanley from $153.00 to $177.00 and gave the stock a “hold” rating in a research note on Friday, April 17th. Twelve analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $205.95.

Read Our Latest Report on Morgan Stanley

Morgan Stanley News Roundup

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

Positive Sentiment: Morgan Stanley was named a lead underwriter for Anthropic’s IPO, reinforcing its position in major capital-markets mandates. Morgan Stanley and Goldman Sachs Land Anthropic IPO
Positive Sentiment: The firm also expanded its wealth-management/crypto offering through a referral arrangement with Galaxy Digital, which could support longer-term client engagement and product breadth. Morgan Stanley Wealth Management and Galaxy Digital Announce Referral Capability for In-Kind Creation of Spot Crypto ETP Shares
Positive Sentiment: Management continues to see strong opportunities in selected financials names, including a recent positive stance on peers such as UnitedHealth and other coverage names, underscoring active analyst engagement across the franchise. UnitedHealth Positioned As AI Leader: Analyst
Neutral Sentiment: Media attention around Morgan Stanley’s bullish SpaceX revenue outlook and related IPO coverage keeps the firm in the spotlight, but this is more of a longer-dated franchise story than an immediate earnings driver. Market Chatter: Morgan Stanley Projects SpaceX’s Revenue Reaching $3.4 Trillion in 2040

Insider Buying and Selling at Morgan Stanley

In other Morgan Stanley news, insider Daniel A. Simkowitz sold 14,690 shares of the firm’s stock in a transaction on Friday, April 17th. The stock was sold at an average price of $189.24, for a total transaction of $2,779,935.60. Following the completion of the transaction, the insider owned 365,802 shares of the company’s stock, valued at approximately $69,224,370.48. This trade represents a 3.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Eric F. Grossman sold 11,118 shares of the firm’s stock in a transaction on Monday, April 20th. The shares were sold at an average price of $190.75, for a total value of $2,120,758.50. Following the transaction, the insider directly owned 169,403 shares of the company’s stock, valued at $32,313,622.25. This represents a 6.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 77,476 shares of company stock valued at $14,644,762. 0.17% of the stock is currently owned by company insiders.

Morgan Stanley Profile

(Free Report)

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.