Tema ETFs LLC Has $5.07 Million Stock Holdings in Morgan Stanley $MS

Tema ETFs LLC boosted its holdings in shares of Morgan Stanley (NYSE:MS) by 10.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 24,259 shares of the financial services provider’s stock after purchasing an additional 2,320 shares during the quarter. Tema ETFs LLC’s holdings in Morgan Stanley were worth $5,071,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MS. Farther Finance Advisors LLC boosted its stake in shares of Morgan Stanley by 40.1% during the fourth quarter. Farther Finance Advisors LLC now owns 29,744 shares of the financial services provider’s stock valued at $5,281,000 after acquiring an additional 8,512 shares during the last quarter. Asset Management One Co. Ltd. lifted its holdings in Morgan Stanley by 11.2% in the 4th quarter. Asset Management One Co. Ltd. now owns 646,571 shares of the financial services provider’s stock valued at $116,102,000 after purchasing an additional 65,246 shares in the last quarter. Financiere des Professionnels Fonds d investissement inc. purchased a new position in Morgan Stanley in the 1st quarter valued at about $8,854,000. KTF Investments LLC acquired a new stake in shares of Morgan Stanley during the 4th quarter worth about $15,945,000. Finally, Arsenal Capital Advisors LLC purchased a new stake in shares of Morgan Stanley during the fourth quarter worth about $814,000. Institutional investors and hedge funds own 84.19% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on MS. Rothschild & Co Redburn raised their target price on shares of Morgan Stanley from $183.00 to $195.00 and gave the stock a “neutral” rating in a research report on Thursday, June 25th. Bank of America increased their price target on Morgan Stanley from $225.00 to $250.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Oppenheimer cut Morgan Stanley from a “market perform” rating to an “underperform” rating in a report on Tuesday, June 30th. Keefe, Bruyette & Woods lifted their price objective on Morgan Stanley from $225.00 to $250.00 and gave the company an “outperform” rating in a research report on Thursday, July 16th. Finally, Evercore reiterated an “outperform” rating on shares of Morgan Stanley in a research note on Monday, July 6th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $224.75.

Morgan Stanley Stock Performance

NYSE:MS opened at $217.71 on Thursday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.65. The company has a market cap of $343.39 billion, a P/E ratio of 17.60, a P/E/G ratio of 1.52 and a beta of 1.22. Morgan Stanley has a fifty-two week low of $141.03 and a fifty-two week high of $232.25. The firm’s 50 day moving average is $216.74 and its two-hundred day moving average is $192.55.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings data on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.89 by $0.57. The company had revenue of $21.35 billion during the quarter, compared to analysts’ expectations of $19.67 billion. Morgan Stanley had a net margin of 15.65% and a return on equity of 19.31%. The business’s quarterly revenue was up 27.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.13 EPS. Analysts expect that Morgan Stanley will post 12.79 EPS for the current year.

Morgan Stanley Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be given a dividend of $1.15 per share. This represents a $4.60 dividend on an annualized basis and a yield of 2.1%. This is a boost from Morgan Stanley’s previous quarterly dividend of $1.00. The ex-dividend date of this dividend is Friday, July 31st. Morgan Stanley’s dividend payout ratio (DPR) is presently 37.19%.

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

More Morgan Stanley News

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

• Positive Sentiment: Higher earnings forecast: Erste Group raised its FY2027 EPS estimate for Morgan Stanley to $13.70 from $13.65 and maintained a Buy rating. The estimate is above the broader consensus of $12.79, supporting the view that continued investment-banking, trading and wealth-management strength could drive earnings growth. Erste Group raises Morgan Stanley earnings estimate
• Positive Sentiment: $1.5 trillion innovation initiative: Morgan Stanley launched a U.S. Innovation Infrastructure Initiative targeting approximately $1.5 trillion in capital for infrastructure, technology and national-security-related investment. The program could expand the firm’s role in capital raising, advisory services and asset management, although the financial benefit is expected to develop over time. Morgan Stanley innovation infrastructure initiative
• Positive Sentiment: Real-estate investment deployment: Morgan Stanley Investment Management acquired a 1.5-million-square-foot Ace Hardware distribution facility in Kansas City for $158.5 million through its real-estate funds. The transaction demonstrates continued deployment of client capital and adds to Morgan Stanley’s alternative-investment platform, though it is not expected to materially affect near-term results. Morgan Stanley acquires Kansas City distribution facility
• Neutral Sentiment: Favorable market backdrop: Commentary comparing Morgan Stanley with Bank of America highlighted stronger capital-markets activity, trading volumes and improving investment-banking conditions in the first half of 2026. However, the comparison also noted Morgan Stanley’s relatively higher valuation and greater market exposure, which may limit upside if deal activity or trading conditions weaken. Bank of America versus Morgan Stanley investment comparison

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.