LVM Capital Management Ltd. MI Has $13.23 Million Holdings in Morgan Stanley (MS)

LVM Capital Management Ltd. MI raised its stake in Morgan Stanley (NYSE:MS) by 0.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 252,126 shares of the financial services provider’s stock after buying an additional 2,310 shares during the quarter. Morgan Stanley makes up approximately 3.0% of LVM Capital Management Ltd. MI’s investment portfolio, making the stock its 13th largest position. LVM Capital Management Ltd. MI’s holdings in Morgan Stanley were worth $13,229,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also made changes to their positions in the company. DSAM Partners London Ltd acquired a new position in shares of Morgan Stanley in the 3rd quarter valued at $5,273,000. BB&T Corp lifted its stake in shares of Morgan Stanley by 9.7% in the 3rd quarter. BB&T Corp now owns 171,122 shares of the financial services provider’s stock valued at $8,243,000 after purchasing an additional 15,162 shares during the last quarter. Stifel Financial Corp lifted its stake in shares of Morgan Stanley by 301.3% in the 3rd quarter. Stifel Financial Corp now owns 577,918 shares of the financial services provider’s stock valued at $27,842,000 after purchasing an additional 433,920 shares during the last quarter. CAPROCK Group Inc. acquired a new position in shares of Morgan Stanley in the 3rd quarter valued at $220,000. Finally, Donaldson Capital Management LLC acquired a new position in shares of Morgan Stanley in the 3rd quarter valued at $1,343,000. 85.49% of the stock is currently owned by institutional investors and hedge funds.

In other news, President Thomas Colm Kelleher sold 40,000 shares of the stock in a transaction dated Monday, October 23rd. The stock was sold at an average price of $50.59, for a total value of $2,023,600.00. Following the transaction, the president now owns 692,037 shares in the company, valued at approximately $35,010,151.83. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Keishi Hotsuki sold 25,000 shares of the stock in a transaction dated Tuesday, November 28th. The shares were sold at an average price of $50.00, for a total value of $1,250,000.00. The disclosure for this sale can be found here. Insiders sold a total of 85,247 shares of company stock worth $4,284,364 in the last ninety days. 0.24% of the stock is owned by corporate insiders.

Several equities analysts recently issued reports on MS shares. Buckingham Research increased their target price on Morgan Stanley from $54.00 to $57.00 and gave the stock a “buy” rating in a research note on Wednesday, October 18th. JPMorgan Chase & Co. set a $53.00 target price on Morgan Stanley and gave the stock a “buy” rating in a research note on Friday, September 15th. raised Morgan Stanley from a “hold” rating to a “buy” rating and set a $53.00 target price on the stock in a research note on Friday, September 15th. Zacks Investment Research raised Morgan Stanley from a “hold” rating to a “buy” rating and set a $56.00 target price on the stock in a research note on Friday, October 20th. Finally, Keefe, Bruyette & Woods reissued a “buy” rating and set a $63.00 target price on shares of Morgan Stanley in a research note on Friday, December 22nd. One equities research analyst has rated the stock with a sell rating, seven have assigned a hold rating, nineteen have issued a buy rating and one has issued a strong buy rating to the stock. The stock has an average rating of “Buy” and an average target price of $53.11.

Shares of Morgan Stanley (NYSE MS) opened at $53.93 on Thursday. The company has a debt-to-equity ratio of 2.68, a current ratio of 0.74 and a quick ratio of 0.74. The stock has a market capitalization of $97,500.00, a PE ratio of 14.90, a price-to-earnings-growth ratio of 1.08 and a beta of 1.65. Morgan Stanley has a 12-month low of $40.06 and a 12-month high of $54.48.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings results on Tuesday, October 17th. The financial services provider reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.12. The company had revenue of $9.20 billion for the quarter, compared to analyst estimates of $9.05 billion. Morgan Stanley had a return on equity of 10.07% and a net margin of 16.76%. Morgan Stanley’s revenue for the quarter was up 3.2% compared to the same quarter last year. During the same quarter last year, the company earned $0.80 EPS. equities research analysts expect that Morgan Stanley will post 3.58 earnings per share for the current fiscal year.

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Morgan Stanley Profile

Morgan Stanley is a financial holding company. The Company’s segments include Institutional Securities, Wealth Management and Investment Management. The Company’s Institutional Securities business segment provides investment banking, sales and trading, and other services to corporations, governments, financial institutions and high-to-ultra high net worth clients.

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Institutional Ownership by Quarter for Morgan Stanley (NYSE:MS)

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