10,307 Shares in Morgan Stanley $MS Purchased by Gateway Wealth Partners LLC

Gateway Wealth Partners LLC acquired a new stake in Morgan Stanley (NYSE:MS) during the 1st quarter, HoldingsChannel.com reports. The fund acquired 10,307 shares of the financial services provider’s stock, valued at approximately $1,696,000.

Other hedge funds also recently bought and sold shares of the company. Motiv8 Investments LLC purchased a new stake in shares of Morgan Stanley in the 4th quarter valued at approximately $25,000. Purpose Unlimited Inc. acquired a new stake in Morgan Stanley in the 4th quarter valued at approximately $25,000. Lodestone Wealth Management LLC acquired a new stake in Morgan Stanley in the 4th quarter valued at approximately $28,000. Nvest Wealth Strategies Inc. purchased a new stake in Morgan Stanley in the fourth quarter valued at approximately $31,000. Finally, Mowery & Schoenfeld Wealth Management LLC raised its position in Morgan Stanley by 1,855.6% in the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 176 shares of the financial services provider’s stock valued at $31,000 after purchasing an additional 167 shares during the period. Hedge funds and other institutional investors own 84.19% of the company’s stock.

More Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley launched the MSSE Ethereum Trust and MSOL Solana Trust on NYSE Arca. Both products charge a 0.14% expense ratio and intend to stake assets, passing staking rewards to investors. The products expand Morgan Stanley’s digital-asset platform beyond its bitcoin offering and could generate new fee revenue. Morgan Stanley expands crypto lineup with Ether, Solana ETPs
• Positive Sentiment: Recent coverage highlighted Morgan Stanley’s strong position in the investment-banking and trading boom. The firm advised on 15 construction-related transactions worth $81.3 billion in the first half of 2026, reinforcing its competitive position in mergers and acquisitions. Morgan Stanley leads construction M&A advisory in H1 2026
• Positive Sentiment: Morgan Stanley strategists remain constructive on artificial-intelligence investment, arguing that major technology companies’ substantial AI spending could ultimately produce strong returns and improve profit margins. This supports continued advisory, financing and trading opportunities for MS, although the view primarily benefits its corporate clients. Morgan Stanley says AI investment could generate strong returns
• Neutral Sentiment: Morgan Stanley is among the anchor investors in Manipal Health Enterprises’ planned Indian IPO, which raised Rs 4,167 crore from anchor investors. The deal may provide advisory, underwriting or distribution revenue, but its near-term financial impact on MS was not disclosed. Manipal Health IPO anchor investment
• Negative Sentiment: The positive company-specific news has not offset likely profit-taking and broader risk reduction across financial and technology stocks. Morgan Stanley’s shares remain near their 52-week high, leaving valuation and market-sentiment concerns as potential reasons investors are selling despite the firm’s strong prior earnings and expanding fee opportunities.

Analyst Upgrades and Downgrades

MS has been the subject of several research analyst reports. HSBC raised their price target on Morgan Stanley from $190.00 to $215.00 and gave the stock a “hold” rating in a research report on Tuesday, July 21st. Keefe, Bruyette & Woods boosted their price objective on Morgan Stanley from $225.00 to $250.00 and gave the company an “outperform” rating in a report on Thursday, July 16th. Royal Bank Of Canada reissued a “sector perform” rating and set a $243.00 target price on shares of Morgan Stanley in a research note on Monday, July 20th. Zacks Research cut Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Wednesday, May 27th. Finally, UBS Group boosted their price target on shares of Morgan Stanley from $214.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned 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 a consensus rating of “Moderate Buy” and an average price target of $224.50.

Morgan Stanley Stock Down 1.3%

Morgan Stanley stock opened at $211.82 on Wednesday. The firm has a market capitalization of $334.10 billion, a P/E ratio of 17.12, a P/E/G ratio of 1.53 and a beta of 1.23. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 3.52. Morgan Stanley has a twelve month low of $136.17 and a twelve month high of $232.25. The stock’s fifty day simple moving average is $214.81 and its 200-day simple moving average is $190.37.

Morgan Stanley (NYSE:MS) last released its earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.57. Morgan Stanley had a return on equity of 19.51% and a net margin of 15.65%.The firm had revenue of $21.35 billion during the quarter, compared to analyst estimates of $19.67 billion. During the same period last year, the business posted $2.13 earnings per share. Morgan Stanley’s revenue was up 27.1% compared to the same quarter last year. As a group, equities analysts expect that Morgan Stanley will post 12.68 earnings per share for the current fiscal year.

Morgan Stanley Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be given a $1.15 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $4.60 dividend on an annualized basis and a yield of 2.2%. This is an increase from Morgan Stanley’s previous quarterly dividend of $1.00. Morgan Stanley’s dividend payout ratio is 32.34%.

Morgan Stanley announced that its board has authorized a share buyback program on Wednesday, June 24th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the financial services provider to purchase up to 5.6% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its shares are undervalued.

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.