Rep. Julie Johnson Sells Morgan Stanley (NYSE:MS) Shares

Representative Julie Johnson (D-Texas) recently sold shares of Morgan Stanley (NYSE:MS). In a filing disclosed on December 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in Morgan Stanley stock on November 13th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Cigna Group (NYSE:CI) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 11/13/2025.

Morgan Stanley Trading Up 2.2%

Shares of MS stock traded up $3.89 on Friday, hitting $176.85. The company had a trading volume of 3,615,383 shares, compared to its average volume of 6,272,302. The firm has a market cap of $281.07 billion, a P/E ratio of 18.13, a P/E/G ratio of 1.44 and a beta of 1.22. The stock’s 50-day moving average is $166.22 and its two-hundred day moving average is $152.39. The company has a debt-to-equity ratio of 3.27, a quick ratio of 0.79 and a current ratio of 0.79. Morgan Stanley has a twelve month low of $94.33 and a twelve month high of $181.98.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings data on Wednesday, October 15th. The financial services provider reported $2.80 EPS for the quarter, topping analysts’ consensus estimates of $2.07 by $0.73. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The company had revenue of $17.98 billion for the quarter, compared to analyst estimates of $16.42 billion. During the same period in the previous year, the firm earned $1.88 earnings per share. The firm’s quarterly revenue was up 18.5% on a year-over-year basis. On average, equities research analysts anticipate that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Morgan Stanley Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were given a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Friday, October 31st. Morgan Stanley’s payout ratio is 41.03%.

Institutional Investors Weigh In On Morgan Stanley

Several large investors have recently bought and sold shares of MS. CBIZ Investment Advisory Services LLC boosted its stake in shares of Morgan Stanley by 111.0% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 211 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 111 shares during the period. Princeton Global Asset Management LLC grew its holdings in Morgan Stanley by 645.8% during the 2nd quarter. Princeton Global Asset Management LLC now owns 179 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 155 shares in the last quarter. WFA of San Diego LLC purchased a new stake in shares of Morgan Stanley in the 2nd quarter worth approximately $28,000. Greykasell Wealth Strategies Inc. boosted its position in Morgan Stanley by 65.2% during the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock valued at $29,000 after acquiring an additional 73 shares in the last quarter. Finally, Compass Financial Services Inc purchased a new position in Morgan Stanley in the second quarter valued at about $32,000. Institutional investors own 84.19% of the company’s stock.

Key Headlines Impacting Morgan Stanley

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

• Positive Sentiment: Keefe, Bruyette & Woods raised its price target on Morgan Stanley to $202 and reiterated an Outperform-type view, giving the stock an analyst-driven lift as investors price in stronger relative performance and upside to consensus valuations. Keefe, Bruyette & Woods Raises Morgan Stanley (NYSE:MS) Price Target to $202.00
• Positive Sentiment: Morgan Stanley’s research is active and visible — the firm recently upgraded Accenture (ACN) and published thematic chip-stock picks — signaling a healthy institutional research pipeline that supports trading and investment-banking revenue. That visible research flow tends to boost investor confidence in fee-generating businesses. Morgan Stanley Upgrades Accenture (ACN) to Overweight, Raises Target to $320
• Positive Sentiment: Research note roundup: Morgan Stanley published its top semiconductor picks for 2026 (including NVDA, AVGO), which both highlights the firm’s sector influence and connects MS to the strong tech rally that benefits its trading and underwriting outlook. Morgan Stanley Reveals Its Top Chip Stocks for 2026
• Neutral Sentiment: Company calendar/earnings: previews note Morgan Stanley is expected to report modest (single-digit) Q4 earnings growth next month — this keeps attention on upcoming results and whether trading/IB beats or misses will reinforce today’s sentiment. Morgan Stanley Earnings Preview: What to Expect
• Neutral Sentiment: Ongoing analyst activity: Morgan Stanley analysts continue to publish coverage and price targets across large-cap tech and chip names (seen across multiple reports), which supports recurring institutional engagement but is not a direct near-term revenue guarantee. Tronox: Hold Rating from Morgan Stanley
• Negative Sentiment: Recent volatility / intermittent weakness: some outlets flagged a recent intraday slide and headline volatility in MS shares as broader markets moved — a reminder that trading-revenue sensitivity can swing results and share price ahead of the earnings print. Morgan Stanley (MS) Stock Slides as Market Rises

Wall Street Analyst Weigh In

MS has been the topic of a number of analyst reports. Royal Bank Of Canada upped their price objective on shares of Morgan Stanley from $145.00 to $171.00 and gave the company a “sector perform” rating in a research note on Wednesday, October 1st. UBS Group increased their target price on shares of Morgan Stanley from $156.00 to $165.00 and gave the company a “neutral” rating in a research report on Tuesday, October 7th. BMO Capital Markets began coverage on Morgan Stanley in a research report on Friday, October 3rd. They issued an “outperform” rating and a $180.00 target price for the company. Citigroup boosted their price target on shares of Morgan Stanley from $155.00 to $170.00 and gave the stock a “neutral” rating in a research note on Thursday, October 16th. Finally, Wolfe Research upgraded Morgan Stanley from a “peer perform” rating to an “outperform” rating and set a $198.00 price objective for the company in a report on Monday, November 24th. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Morgan Stanley has a consensus rating of “Moderate Buy” and a consensus target price of $174.77.

Insider Buying and Selling at Morgan Stanley

In other news, CEO Edward Pick sold 100,000 shares of the firm’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $164.34, for a total value of $16,434,000.00. Following the transaction, the chief executive officer owned 574,986 shares in the company, valued at $94,493,199.24. This trade represents a 14.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.19% of the stock is owned by insiders.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.