LVM Capital Management Ltd. MI Has $34.22 Million Stake in Morgan Stanley $MS

LVM Capital Management Ltd. MI decreased its stake in shares of Morgan Stanley (NYSE:MS) by 2.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 192,743 shares of the financial services provider’s stock after selling 4,373 shares during the period. Morgan Stanley comprises 3.2% of LVM Capital Management Ltd. MI’s portfolio, making the stock its 7th largest holding. LVM Capital Management Ltd. MI’s holdings in Morgan Stanley were worth $34,218,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Capital International Investors grew its position in shares of Morgan Stanley by 0.6% during the third quarter. Capital International Investors now owns 27,321,214 shares of the financial services provider’s stock worth $4,343,523,000 after purchasing an additional 167,487 shares in the last quarter. Fisher Asset Management LLC lifted its holdings in Morgan Stanley by 1.9% in the 3rd quarter. Fisher Asset Management LLC now owns 24,494,146 shares of the financial services provider’s stock worth $3,893,590,000 after purchasing an additional 448,960 shares in the last quarter. Norges Bank purchased a new stake in Morgan Stanley during the 2nd quarter valued at approximately $2,234,883,000. Ameriprise Financial Inc. raised its position in shares of Morgan Stanley by 6.1% during the third quarter. Ameriprise Financial Inc. now owns 14,260,650 shares of the financial services provider’s stock valued at $2,267,847,000 after buying an additional 822,120 shares during the last quarter. Finally, Schroder Investment Management Group lifted its holdings in shares of Morgan Stanley by 3.8% in the third quarter. Schroder Investment Management Group now owns 9,712,071 shares of the financial services provider’s stock worth $1,543,831,000 after buying an additional 354,871 shares in the last quarter. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Morgan Stanley Stock Down 0.1%

Shares of NYSE MS opened at $165.63 on Thursday. The company has a debt-to-equity ratio of 3.39, a current ratio of 0.81 and a quick ratio of 0.81. The company has a market cap of $263.00 billion, a P/E ratio of 16.22, a PEG ratio of 1.33 and a beta of 1.20. Morgan Stanley has a 1 year low of $94.33 and a 1 year high of $192.68. The firm has a 50-day simple moving average of $172.27 and a two-hundred day simple moving average of $168.90.

Morgan Stanley (NYSE:MS) last released its earnings results on Thursday, January 15th. The financial services provider reported $2.68 earnings per share for the quarter, topping analysts’ consensus estimates of $2.28 by $0.40. The business had revenue of $17.90 billion for the quarter, compared to analyst estimates of $17.69 billion. Morgan Stanley had a return on equity of 16.78% and a net margin of 14.09%.The business’s revenue was up 10.3% compared to the same quarter last year. During the same quarter last year, the firm posted $2.22 earnings per share. Research analysts anticipate that Morgan Stanley will post 8.56 earnings per share for the current 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 $1.00 dividend. The ex-dividend date was Friday, January 30th. This represents a $4.00 annualized dividend and a dividend yield of 2.4%. Morgan Stanley’s payout ratio is currently 39.18%.

Insiders Place Their Bets

In related news, insider Andrew M. Saperstein sold 30,330 shares of the business’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $183.62, for a total value of $5,569,194.60. Following the completion of the transaction, the insider owned 280,481 shares of the company’s stock, valued at $51,501,921.22. The trade was a 9.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Daniel A. Simkowitz sold 32,968 shares of the business’s stock in a transaction on 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 directly 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 disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 129,191 shares of company stock worth $23,736,506. 0.19% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. Wolfe Research reaffirmed an “outperform” rating and set a $211.00 target price on shares of Morgan Stanley in a research note on Wednesday, January 7th. Erste Group Bank reaffirmed a “hold” rating on shares of Morgan Stanley in a report on Thursday, March 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Morgan Stanley in a research note on Thursday, January 22nd. JPMorgan Chase & Co. lifted their price objective on Morgan Stanley from $173.00 to $179.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 10th. Finally, Wall Street Zen upgraded Morgan Stanley from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $187.14.

Key Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley’s spot Bitcoin ETF received an NYSE listing notice, a sign the launch is likely imminent — this expands MS’s asset‑management/ETF footprint and could drive new fee income and AUM inflows if the product attracts institutional/retail demand. Benzinga: Morgan Stanley Bitcoin ETF Gets NYSE Listing
• Positive Sentiment: Sell‑side coverage is generally supportive: a few firms (and internal notes) nudged MS estimates and maintained Overweight/Hold views, and an incremental upward tweak to FY26 EPS by an external shop (Erste) points to stronger consensus earnings expectations versus prior models — a tailwind for valuation and investor confidence.
• Neutral Sentiment: Morgan Stanley’s research franchise remains active — the bank has been issuing many sector price‑target changes and top‑pick calls (utilities, software, energy, etc.), which highlights its recurring‑revenue research business but does not directly move MS shares absent material trading or underwriting revenue linked to those calls. InsiderMonkey: MS raises MGE Energy target
• Negative Sentiment: Zacks Research downgraded Morgan Stanley from “strong‑buy” to “hold” — analyst downgrades can dampen short‑term demand from some systematic/quant strategies and reduce marginal investor enthusiasm. Zacks: MS downgrade
• Negative Sentiment: Despite record 2025 revenue and an earnings beat, coverage noted social/retail sentiment has turned negative (Reddit sentiment collapsed), and a recent write‑up pointed to a sizable share pullback — weak retail sentiment and headline‑driven flows can amplify downside even when fundamentals are solid. 24/7 Wall St.: Record earnings could not stop MS shares from falling

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.