Munich Reinsurance Co Stock Corp in Munich purchased a new position in shares of Morgan Stanley (NYSE:MS – Free Report) in the 3rd quarter, Holdings Channel.com reports. The institutional investor purchased 24,654 shares of the financial services provider’s stock, valued at approximately $3,919,000.
Several other large investors also recently added to or reduced their stakes in MS. WFA of San Diego LLC bought a new stake in Morgan Stanley in the 2nd quarter valued at about $28,000. Greykasell Wealth Strategies Inc. boosted its position in Morgan Stanley by 65.2% during the third quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock worth $29,000 after purchasing an additional 73 shares during the period. Compass Financial Services Inc purchased a new position in shares of Morgan Stanley in the second quarter worth about $32,000. Family Legacy Financial Solutions LLC increased its stake in shares of 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 worth $34,000 after purchasing an additional 102 shares in the last quarter. Finally, Howard Hughes Medical Institute bought a new stake in shares of Morgan Stanley in the second quarter valued at approximately $38,000. Hedge funds and other institutional investors own 84.19% of the company’s stock.
Insider Buying and Selling at Morgan Stanley
In other Morgan Stanley news, insider Michael A. Pizzi sold 20,000 shares of Morgan Stanley stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $184.55, for a total transaction of $3,691,000.00. Following the completion of the sale, the insider owned 127,872 shares of the company’s stock, valued at $23,598,777.60. The trade was a 13.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Daniel A. Simkowitz sold 32,968 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $182.61, for a total value of $6,020,286.48. Following the completion of the transaction, the insider owned 357,342 shares of the company’s stock, valued at $65,254,222.62. The trade was a 8.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 129,191 shares of company stock valued at $23,736,506. 0.19% of the stock is currently owned by company insiders.
Morgan Stanley Price Performance
Morgan Stanley (NYSE:MS – Get Free Report) last posted its quarterly earnings data on Thursday, January 15th. The financial services provider reported $2.68 earnings per share for the quarter, beating the consensus estimate of $2.28 by $0.40. Morgan Stanley had a net margin of 14.09% and a return on equity of 16.78%. The firm had revenue of $17.90 billion for the quarter, compared to analysts’ expectations of $17.69 billion. During the same quarter last year, the company posted $2.22 EPS. The business’s quarterly revenue was up 10.3% on a year-over-year basis. On average, analysts predict that Morgan Stanley will post 8.56 EPS for the current fiscal year.
Morgan Stanley Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given a dividend of $1.00 per share. The ex-dividend date was Friday, January 30th. This represents a $4.00 dividend on an annualized basis and a yield of 2.5%. Morgan Stanley’s dividend payout ratio (DPR) is presently 39.18%.
Key Stories Impacting Morgan Stanley
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley filed an updated S‑1 / SEC amendment advancing its planned spot Bitcoin ETF (naming Coinbase custody and BNY Mellon roles). That materially increases the firm’s potential fee pool (trading, custody, securities lending) if approved — a strategic growth lever beyond traditional banking. Morgan Stanley Files Updated SEC Amendment for Spot Bitcoin ETF Launch
- Positive Sentiment: Morgan Stanley provided financing (initial $500M, expandable to $1B) to Core Scientific for data center/AI infrastructure, demonstrating growth in corporate lending and structured finance opportunities tied to AI/crypto infrastructure. That can add fee and interest income if credit performance holds. Core Scientific secures up to $1B credit from Morgan Stanley for data centers
- Neutral Sentiment: Public commentary from Morgan Stanley events (tech/AI conferences) keeps the firm visible as an advisor/market‑maker in tech and AI financing; useful for long‑term franchise positioning but not an immediate earnings surprise. Morgan Stanley’s top tech banker: It’s ‘wartime, not peacetime’ for software
- Negative Sentiment: Morgan Stanley announced cuts of roughly 2,500 roles (~3% of workforce) across divisions. Markets often react negatively to broad layoffs because they signal restructuring risk, potential disruption to revenue growth and near‑term execution uncertainty even if they imply future cost savings. Morgan Stanley Sheds 2,500 Employees in Companywide Layoffs
- Negative Sentiment: Investor flow appears to favor trimming MS exposure amid the headlines; analysts and market commentators are re‑assessing near‑term margins and execution risk despite record revenues in 2025 — producing downward pressure on the share price today. Morgan Stanley Cuts 3% Workforce Despite Record Revenues in 2025
Analyst Ratings Changes
MS has been the topic of a number of recent research reports. JPMorgan Chase & Co. upped their price target on shares of Morgan Stanley from $157.00 to $162.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. Keefe, Bruyette & Woods boosted their target price on shares of Morgan Stanley from $202.00 to $210.00 and gave the company a “moderate buy” rating in a report on Friday, January 16th. Weiss Ratings restated a “buy (b-)” rating on shares of Morgan Stanley in a research report on Thursday, January 22nd. Wall Street Zen raised Morgan Stanley from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and issued a $207.00 price target on shares of Morgan Stanley in a research report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Morgan Stanley has a consensus rating of “Moderate Buy” and an average target price of $185.93.
Check Out Our Latest Research Report on Morgan Stanley
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.
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Want to see what other hedge funds are holding MS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Morgan Stanley (NYSE:MS – Free Report).
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