Freedom Capital upgraded shares of Morgan Stanley (NYSE:MS – Free Report) from a hold rating to a strong-buy rating in a research report released on Friday morning,Zacks.com reports.
Several other research firms have also issued reports on MS. Argus increased their price objective on Morgan Stanley from $210.00 to $225.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. BMO Capital Markets boosted their target price on shares of Morgan Stanley from $240.00 to $250.00 and gave the company an “outperform” rating in a research note on Friday. Jefferies Financial Group raised shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Morgan Stanley in a research report on Thursday, July 2nd. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and set a $207.00 target price on shares of Morgan Stanley in a research report on Thursday, April 16th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $220.80.
Check Out Our Latest Stock Report on Morgan Stanley
Morgan Stanley Trading Down 1.4%
Morgan Stanley (NYSE:MS – Get Free Report) last posted its earnings results on Wednesday, July 15th. The financial services provider reported $3.46 EPS for the quarter, topping the consensus estimate of $2.89 by $0.57. The business had revenue of $21.35 billion during the quarter, compared to the consensus estimate of $19.67 billion. Morgan Stanley had a return on equity of 19.51% and a net margin of 15.65%.Morgan Stanley’s revenue was up 27.1% on a year-over-year basis. During the same quarter last year, the company earned $2.13 EPS. Equities analysts anticipate that Morgan Stanley will post 12.14 earnings per share for the current fiscal year.
Morgan Stanley Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Friday, July 31st will be issued a dividend of $1.15 per share. The ex-dividend date is Friday, July 31st. This is a boost from Morgan Stanley’s previous quarterly dividend of $1.00. This represents a $4.60 annualized dividend and a dividend yield of 2.1%. Morgan Stanley’s dividend payout ratio (DPR) is currently 36.23%.
Morgan Stanley announced that its Board of Directors has approved a stock repurchase program on Wednesday, June 24th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the financial services provider to buy up to 5.6% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board believes its shares are undervalued.
Insider Buying and Selling at Morgan Stanley
In other news, insider Eric F. Grossman sold 11,118 shares of the firm’s stock in a transaction on Monday, April 20th. The stock was sold at an average price of $190.75, for a total value of $2,120,758.50. Following the completion of the sale, the insider directly owned 169,403 shares in the company, valued at approximately $32,313,622.25. This trade represents a 6.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.17% of the company’s stock.
Institutional Investors Weigh In On Morgan Stanley
Several hedge funds and other institutional investors have recently added to or reduced their stakes in MS. Financial Management Professionals Inc. lifted its position in shares of Morgan Stanley by 0.6% in the 2nd quarter. Financial Management Professionals Inc. now owns 8,245 shares of the financial services provider’s stock worth $1,724,000 after acquiring an additional 52 shares during the period. CBIZ Investment Advisory Services LLC increased its position in shares of Morgan Stanley by 12.3% during the fourth quarter. CBIZ Investment Advisory Services LLC now owns 502 shares of the financial services provider’s stock valued at $89,000 after purchasing an additional 55 shares during the period. Powers Advisory Group LLC increased its position in shares of Morgan Stanley by 4.0% during the fourth quarter. Powers Advisory Group LLC now owns 1,443 shares of the financial services provider’s stock valued at $256,000 after purchasing an additional 56 shares during the period. Fielder Capital Group LLC raised its stake 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 valued at $748,000 after purchasing an additional 57 shares in the last quarter. Finally, Central Bank & Trust Co. raised its stake 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 valued at $314,000 after purchasing an additional 58 shares in the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.
Key Stories Impacting Morgan Stanley
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley reported blockbuster Q2 2026 results, with record net revenues of about $21.3 billion and earnings that beat expectations, reinforcing confidence in the company’s core businesses. Morgan Stanley (MS) Q2 2026 Earnings Call Highlights: Record Revenues and Strategic Growth …
- Positive Sentiment: The board declared a quarterly dividend of $1.15 per share, a 15% increase from the prior quarter, which signals confidence in earnings power and capital return capacity.
- Positive Sentiment: Analysts turned more constructive after the earnings release, with Keefe, Bruyette & Woods raising its price target to $250 and Erste Group lifting FY2027 EPS estimates, suggesting more upside may remain. Morgan Stanley had its price target raised by Keefe, Bruyette & Woods from $225.00 to $250.00
- Neutral Sentiment: New reports also pointed to Morgan Stanley’s E*TRADE crypto rollout and AI-related market activity, which could help broaden its platform appeal over time but are not likely the main short-term drivers of the stock move.
- Negative Sentiment: Some articles noted a downgrade-style view from Seeking Alpha and a JPMorgan target below the current share price, which may temper enthusiasm at the margin even after the strong earnings beat. Morgan Stanley Maintains Hold on Comstock Resources, Keeps Price Target Unchanged at $16 Amid Cash Outspend and Funding Concerns
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.
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