Border to Coast Pensions Partnership Ltd Has $46.02 Million Position in Morgan Stanley $MS

Border to Coast Pensions Partnership Ltd raised its holdings in Morgan Stanley (NYSE:MS) by 10.1% during the first quarter, Holdings Channel.com reports. The fund owned 278,808 shares of the financial services provider’s stock after purchasing an additional 25,468 shares during the period. Border to Coast Pensions Partnership Ltd’s holdings in Morgan Stanley were worth $46,024,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of MS. Purpose Unlimited Inc. bought a new stake in shares of Morgan Stanley during the 4th quarter valued at $25,000. Motiv8 Investments LLC bought a new position in shares of Morgan Stanley in the 4th quarter worth $25,000. Olistico Wealth LLC bought a new position in shares of Morgan Stanley in the 4th quarter worth $27,000. Lodestone Wealth Management LLC acquired a new stake in shares of Morgan Stanley during the fourth quarter worth $28,000. Finally, WFA of San Diego LLC acquired a new stake in shares of Morgan Stanley during the second quarter worth $28,000. Institutional investors and hedge funds own 84.19% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. CICC Research increased their target price on Morgan Stanley from $175.00 to $200.00 and gave the company an “outperform” rating in a research note on Tuesday, May 19th. Royal Bank Of Canada restated a “sector perform” rating and set a $207.00 target price on shares of Morgan Stanley in a research report on Thursday, April 16th. Dbs Bank upped their price target on Morgan Stanley from $185.00 to $220.00 in a research note on Thursday, May 7th. BMO Capital Markets increased their price target on shares of Morgan Stanley from $190.00 to $220.00 and gave the company an “outperform” rating in a research report on Monday, April 20th. Finally, HSBC increased their price target on shares of Morgan Stanley from $153.00 to $177.00 and gave the company a “hold” rating in a research report on Friday, April 17th. Twelve analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Morgan Stanley has a consensus rating of “Moderate Buy” and an average price target of $209.50.

Morgan Stanley Price Performance

MS opened at $212.85 on Friday. The stock has a market cap of $335.72 billion, a P/E ratio of 19.28, a P/E/G ratio of 1.62 and a beta of 1.23. Morgan Stanley has a 12 month low of $135.26 and a 12 month high of $230.47. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52. The company has a fifty day simple moving average of $203.03 and a 200 day simple moving average of $184.50.

Morgan Stanley (NYSE:MS) last posted its earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, topping the consensus estimate of $3.02 by $0.41. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The firm had revenue of $20.58 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same period in the previous year, the company posted $2.60 earnings per share. The company’s revenue for the quarter was up 16.0% on a year-over-year basis. On average, research analysts expect that Morgan Stanley will post 11.81 EPS for the current year.

Morgan Stanley Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Thursday, April 30th were given a dividend of $1.00 per share. The ex-dividend date of this dividend was Thursday, April 30th. This represents a $4.00 dividend on an annualized basis and a dividend yield of 1.9%. Morgan Stanley’s dividend payout ratio (DPR) is currently 36.23%.

Morgan Stanley announced that its board has approved a stock repurchase plan on Wednesday, June 24th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the financial services provider to purchase up to 5.6% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s management believes its stock is undervalued.

Insider Activity

In related news, insider Andrew M. Saperstein sold 51,668 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $188.59, for a total value of $9,744,068.12. Following the completion of the transaction, the insider directly owned 282,142 shares in the company, valued at approximately $53,209,159.78. The trade was a 15.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Daniel A. Simkowitz sold 14,690 shares of the 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 sale, the insider directly owned 365,802 shares of the company’s stock, valued at approximately $69,224,370.48. The trade was a 3.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 77,476 shares of company stock worth $14,644,762 in the last 90 days. Corporate insiders own 0.17% of the company’s stock.

Morgan Stanley News Summary

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

• Positive Sentiment: Raised its quarterly dividend to $1.15 per share and reapproved a $20 billion share repurchase program, signaling confidence in capital strength and shareholder returns.
• Positive Sentiment: Continued to highlight strength in its core franchise, with recent earnings showing strong revenue and profit growth and analysts still expecting double-digit earnings growth into the next quarter.
• Neutral Sentiment: Several recent articles also quote Morgan Stanley strategists and analysts on broader market themes, including the tech selloff and AI trade, but these comments are not direct operating updates for MS.
• Negative Sentiment: Private-credit redemption pressure is weighing on sentiment, as investors worry that withdrawal limits in Morgan Stanley’s fund could be a sign of broader stress in the sector.

About Morgan Stanley

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.