Livforsakringsbolaget Skandia Omsesidigt Acquires 6,947 Shares of Morgan Stanley $MS

Livforsakringsbolaget Skandia Omsesidigt lifted its holdings in Morgan Stanley (NYSE:MS) by 8.8% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 86,138 shares of the financial services provider’s stock after purchasing an additional 6,947 shares during the period. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Morgan Stanley were worth $14,170,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of MS. SouthState Bank Corp boosted its holdings in Morgan Stanley by 3.5% during the 1st quarter. SouthState Bank Corp now owns 33,004 shares of the financial services provider’s stock valued at $5,431,000 after acquiring an additional 1,127 shares during the period. Opinicus Capital Inc. increased its stake in Morgan Stanley by 2.0% in the first quarter. Opinicus Capital Inc. now owns 3,723 shares of the financial services provider’s stock worth $613,000 after purchasing an additional 73 shares during the period. Cornerstone Advisory LLC lifted its position in shares of Morgan Stanley by 6.2% during the first quarter. Cornerstone Advisory LLC now owns 2,707 shares of the financial services provider’s stock worth $445,000 after purchasing an additional 157 shares during the last quarter. Camden National Bank lifted its position in shares of Morgan Stanley by 13.2% during the first quarter. Camden National Bank now owns 2,884 shares of the financial services provider’s stock worth $475,000 after purchasing an additional 337 shares during the last quarter. Finally, Adell Harriman & Carpenter Inc. boosted its stake in shares of Morgan Stanley by 0.5% during the first quarter. Adell Harriman & Carpenter Inc. now owns 33,367 shares of the financial services provider’s stock valued at $5,491,000 after purchasing an additional 160 shares during the period. 84.19% of the stock is owned by institutional investors.

Insider Buying and Selling at Morgan Stanley

In other news, insider Daniel A. Simkowitz sold 14,690 shares of the business’s stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $189.24, for a total value of $2,779,935.60. Following the completion of the sale, the insider owned 365,802 shares in the company, valued at approximately $69,224,370.48. The trade was a 3.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Eric F. Grossman sold 11,118 shares of the stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the transaction, the insider owned 169,403 shares in the company, valued at approximately $32,313,622.25. This represents a 6.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 77,476 shares of company stock valued at $14,644,762. Company insiders own 0.17% of the company’s stock.

Key Stories Impacting Morgan Stanley

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

• Positive Sentiment: Analysts and media coverage are highlighting Morgan Stanley’s upcoming earnings as a potential catalyst, with expectations for strong trading and investment banking results. Morgan Stanley Stock Climbs: What's Happening Today?
• Positive Sentiment: Peers JPMorgan and Bank of America have already reported strong results, improving sentiment for the large-bank group heading into Morgan Stanley’s earnings. BANK OF AMERICA ($BAC) Releases Q2 2026 Earnings
• Positive Sentiment: Market commentary suggests U.S. banks could post broad earnings beats thanks to resilient capital markets activity and stronger wealth-management flows. US bank earnings could surprise to the upside as Bank of America highlights strong operating backdrop
• Neutral Sentiment: Morgan Stanley’s own analysts have also been active across other names, including raising price targets on Apple and Alnylam, reinforcing its influence in current market sentiment. Morgan Stanley Is Bullish on Apple Stock (AAPL), Expects Price Hikes to Boost Earnings
• Neutral Sentiment: Some commentary also notes Morgan Stanley itself may be trading at a stretched valuation ahead of earnings, which could limit upside if results disappoint. JPMorgan, Morgan Stanley, Bank of America: Three Major Banks, Three Different Verdicts

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on MS. Daiwa Securities Group upped their price target on shares of Morgan Stanley from $175.00 to $198.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. Oppenheimer cut shares of Morgan Stanley from a “market perform” rating to an “underperform” rating in a research report on Tuesday, June 30th. Rothschild & Co Redburn boosted their price objective on shares of Morgan Stanley from $183.00 to $195.00 and gave the company a “neutral” rating in a research report on Thursday, June 25th. Barclays upped their target price on shares of Morgan Stanley from $219.00 to $230.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Finally, UBS Group lifted their price target on shares of Morgan Stanley from $214.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, July 7th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Morgan Stanley presently has an average rating of “Moderate Buy” and an average target price of $215.20.

Morgan Stanley Stock Performance

Shares of Morgan Stanley stock opened at $228.17 on Wednesday. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 3.52. The stock’s fifty day moving average price is $209.98 and its 200-day moving average price is $187.94. The firm has a market cap of $359.89 billion, a P/E ratio of 20.67, a P/E/G ratio of 1.67 and a beta of 1.23. Morgan Stanley has a 12 month low of $135.26 and a 12 month high of $232.11.

Morgan Stanley (NYSE:MS) last released its quarterly earnings data on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, topping analysts’ consensus estimates of $3.02 by $0.41. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The company had revenue of $20.58 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same period in the prior year, the firm earned $2.60 earnings per share. The firm’s revenue for the quarter was up 16.0% compared to the same quarter last year. On average, equities research analysts expect that Morgan Stanley will post 11.98 earnings per share for the current fiscal year.

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

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.