Morgan Stanley $MS Shares Purchased by Myriad Asset Management Advisors LLC

Myriad Asset Management Advisors LLC raised its holdings in Morgan Stanley (NYSE:MS) by 19.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,878 shares of the financial services provider’s stock after buying an additional 4,601 shares during the quarter. Morgan Stanley makes up approximately 1.4% of Myriad Asset Management Advisors LLC’s holdings, making the stock its 17th largest holding. Myriad Asset Management Advisors LLC’s holdings in Morgan Stanley were worth $6,037,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of MS. Marquette Asset Management LLC grew its holdings in Morgan Stanley by 143.4% in the second quarter. Marquette Asset Management LLC now owns 129 shares of the financial services provider’s stock valued at $27,000 after purchasing an additional 76 shares during the period. Hughes Financial Services LLC raised its stake in Morgan Stanley by 55.7% during the second quarter. Hughes Financial Services LLC now owns 137 shares of the financial services provider’s stock worth $29,000 after purchasing an additional 49 shares during the period. Motiv8 Investments LLC purchased a new position in Morgan Stanley during the fourth quarter worth approximately $25,000. Purpose Unlimited Inc. acquired a new position in shares of Morgan Stanley in the 4th quarter valued at $25,000. Finally, Community Financial Services Group LLC boosted its holdings in shares of Morgan Stanley by 297.4% in the 2nd quarter. Community Financial Services Group LLC now owns 151 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 113 shares during the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

Morgan Stanley Stock Up 1.2%

Shares of NYSE MS opened at $217.71 on Thursday. The company has a debt-to-equity ratio of 3.65, a quick ratio of 0.79 and a current ratio of 0.79. Morgan Stanley has a 1 year low of $141.03 and a 1 year high of $232.25. The stock’s 50-day simple moving average is $216.74 and its 200-day simple moving average is $192.55. The firm has a market cap of $343.39 billion, a price-to-earnings ratio of 17.60, a PEG ratio of 1.52 and a beta of 1.22.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings results on Wednesday, July 15th. The financial services provider reported $3.46 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.57. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.The firm had revenue of $21.35 billion during the quarter, compared to the consensus estimate of $19.67 billion. During the same quarter in the prior year, the business posted $2.13 earnings per share. Morgan Stanley’s revenue for the quarter was up 27.1% on a year-over-year basis. As a group, equities analysts anticipate that Morgan Stanley will post 12.79 earnings per share for the current fiscal year.

Morgan Stanley Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be given a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, July 31st. This is a positive change from Morgan Stanley’s previous quarterly dividend of $1.00. Morgan Stanley’s dividend payout ratio is currently 37.19%.

Morgan Stanley announced that its Board of Directors has initiated a share repurchase program on Wednesday, June 24th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the financial services provider to buy up to 5.6% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s management believes its shares are undervalued.

Morgan Stanley News Roundup

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

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. Argus boosted their price target on Morgan Stanley from $210.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Dbs Bank lifted their price objective on Morgan Stanley from $185.00 to $220.00 in a research note on Thursday, May 7th. Zacks Research cut Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Wednesday, May 27th. Citizens Jmp reissued a “market perform” rating on shares of Morgan Stanley in a research report on Thursday, April 16th. Finally, JPMorgan Chase & Co. raised their price target on shares of Morgan Stanley from $187.00 to $195.00 and gave the company a “neutral” rating in a report on Thursday, July 16th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Morgan Stanley presently has an average rating of “Moderate Buy” and a consensus price target of $224.75.

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.