Morgan Stanley $MS Shares Sold by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. decreased its holdings in Morgan Stanley (NYSE:MS) by 7.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 661,854 shares of the financial services provider’s stock after selling 52,686 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Morgan Stanley were worth $105,208,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. CBIZ Investment Advisory Services LLC increased its holdings in Morgan Stanley by 111.0% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 211 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 111 shares during the period. Princeton Global Asset Management LLC grew its position in shares of Morgan Stanley by 645.8% during the second quarter. Princeton Global Asset Management LLC now owns 179 shares of the financial services provider’s stock worth $25,000 after buying an additional 155 shares in the last quarter. WFA of San Diego LLC acquired a new position in shares of Morgan Stanley during the second quarter worth about $28,000. Compass Financial Services Inc purchased a new stake in shares of Morgan Stanley during the second quarter worth approximately $32,000. Finally, Family Legacy Financial Solutions LLC raised its holdings in 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. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Morgan Stanley Stock Up 0.7%

MS opened at $187.79 on Wednesday. Morgan Stanley has a one year low of $94.33 and a one year high of $188.82. The company has a debt-to-equity ratio of 3.27, a quick ratio of 0.79 and a current ratio of 0.79. The stock has a market capitalization of $298.45 billion, a P/E ratio of 19.26, a price-to-earnings-growth ratio of 1.44 and a beta of 1.20. The business’s 50-day simple moving average is $171.72 and its 200-day simple moving average is $157.27.

Morgan Stanley (NYSE:MS) last released its quarterly earnings results on Wednesday, October 15th. The financial services provider reported $2.80 EPS for the quarter, topping the consensus estimate of $2.07 by $0.73. The company had revenue of $17.98 billion for the quarter, compared to analyst estimates of $16.42 billion. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The firm’s revenue was up 18.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.88 earnings per share. Analysts anticipate that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were given a $1.00 dividend. The ex-dividend date was Friday, October 31st. This represents a $4.00 annualized dividend and a yield of 2.1%. Morgan Stanley’s dividend payout ratio is 41.03%.

Insiders Place Their Bets

In related news, CEO Edward Pick sold 100,000 shares of the stock in a transaction 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 completion of the sale, the chief executive officer owned 574,986 shares in the company, valued at $94,493,199.24. This represents a 14.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is currently owned by corporate insiders.

More Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley filed trust/ETF paperwork for spot Bitcoin and Solana — a direct push into the retail/ETF crypto market that could create new fee streams, broaden product distribution, and position MS alongside big competitors (BlackRock, Fidelity). This strategic move is being widely reported and supports a growth narrative beyond traditional investment banking and wealth management. Morgan Stanley files for bitcoin, solana ETFs in digital assets push
• Positive Sentiment: Analyst actions back upside: Jefferies raised MS’s price target to $212 and kept a Buy; Wells Fargo lifted its target to $189 (maintained Equal Weight). Those revisions signal improved expectations for MS’s earnings trajectory and support near‑term stock momentum. Jefferies adjusts price target on Morgan Stanley to $212 Wells Fargo adjusts price target on Morgan Stanley to $189
• Neutral Sentiment: Morgan Stanley acted as a joint book‑running manager on a $90M Adamas Trust senior‑note offering — a reminder of MS’s debt capital markets role. This is more of a business‑line highlight for MS (investment banking/ECM/DCM) than an immediate earnings swing for the bank.
• Negative Sentiment: Regulatory and execution risks remain: launching crypto spot trusts requires SEC approvals and ongoing compliance/operational investment; competition could pressure fees and margins. Some commentary flags valuation and cost pressures even as growth accelerates — keep an eye on regulatory feedback and incremental expense for new product launches. Morgan Stanley: Valuation check after AI-driven European bank job cut forecasts and efficiency push

Analysts Set New Price Targets

Several research analysts have commented on the stock. UBS Group boosted their price target on shares of Morgan Stanley from $156.00 to $165.00 and gave the stock a “neutral” rating in a report on Tuesday, October 7th. JPMorgan Chase & Co. lifted their price objective on shares of Morgan Stanley from $122.00 to $157.00 and gave the stock a “neutral” rating in a research report on Tuesday, October 21st. Keefe, Bruyette & Woods boosted their target price on shares of Morgan Stanley from $184.00 to $202.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Weiss Ratings restated a “buy (b-)” rating on shares of Morgan Stanley in a research note on Wednesday, October 8th. Finally, Dbs Bank upgraded Morgan Stanley to a “moderate buy” rating in a report on Wednesday, November 12th. Three analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $180.46.

Morgan Stanley Company 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.