Swiss Life Asset Management Ltd Has $118.23 Million Stock Holdings in Morgan Stanley $MS

Swiss Life Asset Management Ltd increased its holdings in shares of Morgan Stanley (NYSE:MS) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 743,800 shares of the financial services provider’s stock after acquiring an additional 5,662 shares during the quarter. Morgan Stanley comprises about 0.6% of Swiss Life Asset Management Ltd’s investment portfolio, making the stock its 28th largest holding. Swiss Life Asset Management Ltd’s holdings in Morgan Stanley were worth $118,234,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Groupama Asset Managment boosted its holdings in Morgan Stanley by 9.5% in the 3rd quarter. Groupama Asset Managment now owns 309,042 shares of the financial services provider’s stock valued at $49,125,000 after purchasing an additional 26,754 shares during the period. Polar Asset Management Partners Inc. increased its holdings in shares of Morgan Stanley by 313.2% during the third quarter. Polar Asset Management Partners Inc. now owns 31,400 shares of the financial services provider’s stock worth $4,991,000 after purchasing an additional 23,800 shares during the period. Investment Research Partners LLC bought a new position in shares of Morgan Stanley during the third quarter worth approximately $331,000. Cambria Investment Management L.P. raised its position in shares of Morgan Stanley by 12.3% in the third quarter. Cambria Investment Management L.P. now owns 1,775 shares of the financial services provider’s stock valued at $282,000 after buying an additional 194 shares in the last quarter. Finally, Trust Investment Advisors raised its position in shares of Morgan Stanley by 0.9% in the third quarter. Trust Investment Advisors now owns 14,955 shares of the financial services provider’s stock valued at $2,377,000 after buying an additional 130 shares in the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Morgan Stanley Wealth Management surpassed $1 trillion in IRA assets under management — a milestone that signals stronger recurring fee revenue, deeper client relationships and stickier AUM growth for MS’s wealth franchise. This is a direct positive for long‑term fee outlook and valuation multiple support. Morgan Stanley Wealth Management Surpasses $1 Trillion in IRA AUM
• Positive Sentiment: Morgan Stanley Infrastructure Partners agreed to sell its stake in the Bayonne Energy Center — a realization event for MSIM that can crystallize gains for its infrastructure funds and supports asset‑management performance/exit activity. That helps near‑term fees and signals execution capability in private markets. Morgan Stanley Infrastructure Partners Agrees to Sell Bayonne Energy Center
• Positive Sentiment: Morgan Stanley arranged a large financing for TeraWulf (reported $500M credit) — shows MS generating originations and lending fees in the energy/data‑center financing market, which supports investment‑banking and lending revenue streams. TeraWulf Stock Soars After $500M Morgan Stanley Financing Deal
• Neutral Sentiment: Research/market views: Morgan Stanley analysts urged selling the Asian stock rally amid Iran‑war driven energy risk — this is a client‑facing macro call that could reduce client risk appetite and trading flow volumes if markets follow, but it’s a research signal rather than firm guidance. Morgan Stanley Says Sell Asian Stock Rally on Iran War Impact
• Neutral Sentiment: Analyst coverage activity (Nvidia, other names, price‑target moves) keeps MS visible in institutional research — supportive for commission and syndicate relationships but only indirectly tied to MS’s profit drivers. Watch for more broker‑sponsored coverage to influence flow activity. Morgan Stanley Sounds the Bullish Drum on Nvidia Stock
• Negative Sentiment: Macro risk commentary and market volatility—Morgan Stanley’s own warnings about oil disruption and market stress raise the prospect of weaker capital‑markets activity and choppier trading revenue ahead. Elevated energy‑risk premiums and geopolitical uncertainty could compress near‑term trading & advisory fees. Morgan Stanley has a stark warning for oil investors
• Negative Sentiment: Morgan Stanley commentary about structural risks (e.g., private‑credit stress and AI disruption scenarios) highlights potential headwinds to lending/private credit strategy performance and could pressure investor sentiment around MS’s capital‑markets exposure if those risks materialize. Morgan Stanley says AI disruption of software will send private credit defaults surging

Analyst Ratings Changes

A number of brokerages recently issued reports on MS. Erste Group Bank reissued a “hold” rating on shares of Morgan Stanley in a research report on Thursday, March 5th. Barclays lifted their price objective on Morgan Stanley from $183.00 to $219.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Wall Street Zen upgraded Morgan Stanley from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. HSBC reissued a “hold” rating on shares of Morgan Stanley in a report on Wednesday, January 7th. Finally, Wells Fargo & Company boosted their price target on Morgan Stanley from $177.00 to $189.00 and gave the company an “equal weight” rating in a research note on Monday, January 5th. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $187.14.

Insider Activity at Morgan Stanley

In other Morgan Stanley news, insider Daniel A. Simkowitz sold 32,968 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $182.61, for a total transaction of $6,020,286.48. Following the completion of the transaction, the insider owned 357,342 shares of the company’s stock, valued at approximately $65,254,222.62. The trade was a 8.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Andrew M. Saperstein sold 30,330 shares of the stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $183.62, for a total transaction of $5,569,194.60. Following the completion of the transaction, the insider directly owned 280,481 shares of the company’s stock, valued at $51,501,921.22. This trade represents a 9.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 129,191 shares of company stock worth $23,736,506 in the last three months. Insiders own 0.19% of the company’s stock.

Morgan Stanley Stock Performance

NYSE MS opened at $158.67 on Thursday. The firm’s 50 day simple moving average is $174.38 and its 200 day simple moving average is $168.42. The firm has a market capitalization of $251.94 billion, a price-to-earnings ratio of 15.54, a P/E/G ratio of 1.27 and a beta of 1.20. The company has a current ratio of 0.81, a quick ratio of 0.81 and a debt-to-equity ratio of 3.39. Morgan Stanley has a 1 year low of $94.33 and a 1 year high of $192.68.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings data on Thursday, January 15th. The financial services provider reported $2.68 EPS 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 business had revenue of $17.90 billion during the quarter, compared to the consensus estimate of $17.69 billion. During the same period in the previous year, the business earned $2.22 earnings per share. The company’s revenue was up 10.3% on a year-over-year basis. As a group, research analysts expect that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Morgan Stanley Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were issued a dividend of $1.00 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.5%. Morgan Stanley’s payout ratio is 39.18%.

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.