Orange Investment Advisors Inc. Has $9.30 Million Stock Position in Morgan Stanley $MS

Orange Investment Advisors Inc. cut its stake in shares of Morgan Stanley (NYSE:MS) by 18.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 52,388 shares of the financial services provider’s stock after selling 11,742 shares during the period. Morgan Stanley makes up approximately 1.0% of Orange Investment Advisors Inc.’s investment portfolio, making the stock its 26th largest holding. Orange Investment Advisors Inc.’s holdings in Morgan Stanley were worth $9,300,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Farther Finance Advisors LLC raised its stake in Morgan Stanley by 40.1% during the 4th quarter. Farther Finance Advisors LLC now owns 29,744 shares of the financial services provider’s stock worth $5,281,000 after buying an additional 8,512 shares during the period. Bahl & Gaynor Inc. increased its holdings in shares of Morgan Stanley by 103.1% in the third quarter. Bahl & Gaynor Inc. now owns 12,700 shares of the financial services provider’s stock worth $2,019,000 after acquiring an additional 6,448 shares in the last quarter. Donaldson Capital Management LLC raised its position in shares of Morgan Stanley by 2.0% during the third quarter. Donaldson Capital Management LLC now owns 467,246 shares of the financial services provider’s stock worth $74,273,000 after purchasing an additional 9,056 shares during the period. ABN Amro Investment Solutions lifted its holdings in shares of Morgan Stanley by 52.6% during the 3rd quarter. ABN Amro Investment Solutions now owns 113,504 shares of the financial services provider’s stock valued at $18,043,000 after purchasing an additional 39,104 shares in the last quarter. Finally, A4 Wealth Advisors LLC acquired a new position in shares of Morgan Stanley in the 3rd quarter valued at approximately $855,000. Institutional investors and hedge funds own 84.19% of the company’s stock.

Insider Activity

In other news, insider Andrew M. Saperstein sold 51,668 shares of the firm’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $188.59, for a total transaction of $9,744,068.12. Following the completion of the transaction, the insider directly owned 282,142 shares in the company, valued at $53,209,159.78. This trade represents a 15.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Daniel A. Simkowitz sold 14,690 shares of Morgan Stanley stock in a transaction that occurred on Friday, April 17th. The stock was sold at an average price of $189.24, for a total value of $2,779,935.60. Following the completion of the transaction, the insider directly owned 365,802 shares in the company, valued at approximately $69,224,370.48. This represents a 3.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 77,476 shares of company stock valued at $14,644,762. Company insiders own 0.17% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on MS shares. The Goldman Sachs Group upped their price target on shares of Morgan Stanley from $186.00 to $205.00 and gave the company a “neutral” rating in a report on Thursday, April 16th. Daiwa Securities Group boosted their price objective on shares of Morgan Stanley from $175.00 to $198.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Erste Group Bank raised Morgan Stanley from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Barclays raised their price target on Morgan Stanley from $219.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and set a $207.00 target price on shares of Morgan Stanley in a report on Thursday, April 16th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $205.95.

Key Stories Impacting Morgan Stanley

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

• Positive Sentiment: Morgan Stanley was upgraded to Buy after strong Q1 results, reinforcing bullish sentiment around earnings momentum and execution. Morgan Stanley Upgraded To Buy As Q1 Results Drive Bullish Momentum Again
• Positive Sentiment: The firm is being linked to major upcoming deals, including the OpenAI IPO process, which highlights Morgan Stanley’s role in large-cap technology and capital markets advisory work. OpenAI IPO coming soon?
• Neutral Sentiment: Morgan Stanley also announced the winners of its 2026 Strategy Challenge, a positive corporate/CSR headline but not a major stock-moving catalyst. Strategy Challenge winners announcement
• Neutral Sentiment: Other recent headlines around China travel device restrictions and policy changes appear operational in nature and are unlikely to materially affect near-term earnings. Morgan Stanley asks bankers to carry a separate phone for China trips

Morgan Stanley Price Performance

MS stock opened at $200.44 on Friday. The company’s 50-day moving average price is $178.27 and its two-hundred day moving average price is $175.83. The firm has a market cap of $316.15 billion, a P/E ratio of 18.16, a P/E/G ratio of 1.48 and a beta of 1.22. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52. Morgan Stanley has a 12 month low of $123.88 and a 12 month high of $200.75.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.02 by $0.41. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The business had revenue of $20.58 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the business posted $2.60 EPS. The firm’s revenue for the quarter was up 16.0% on a year-over-year basis. On average, analysts anticipate that Morgan Stanley will post 11.85 earnings per share for the current fiscal year.

Morgan Stanley Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Thursday, April 30th were given a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Thursday, April 30th. Morgan Stanley’s payout ratio is 36.23%.

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.