Morgan Stanley $MS Shares Sold by Greystone Financial Group LLC

Greystone Financial Group LLC lessened its stake in Morgan Stanley (NYSE:MS) by 14.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 82,675 shares of the financial services provider’s stock after selling 14,517 shares during the quarter. Morgan Stanley comprises about 2.0% of Greystone Financial Group LLC’s holdings, making the stock its 19th largest holding. Greystone Financial Group LLC’s holdings in Morgan Stanley were worth $13,142,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in MS. Moss Adams Wealth Advisors LLC increased its stake in shares of Morgan Stanley by 0.5% in the 3rd quarter. Moss Adams Wealth Advisors LLC now owns 13,222 shares of the financial services provider’s stock worth $2,102,000 after acquiring an additional 65 shares during the last quarter. Hanson & Doremus Investment Management boosted its position in shares of Morgan Stanley by 8.1% during the 3rd quarter. Hanson & Doremus Investment Management now owns 877 shares of the financial services provider’s stock valued at $139,000 after acquiring an additional 66 shares during the last quarter. LeConte Wealth Management LLC grew its holdings in shares of Morgan Stanley by 3.7% in the third quarter. LeConte Wealth Management LLC now owns 1,841 shares of the financial services provider’s stock valued at $293,000 after purchasing an additional 66 shares during the period. Watts Gwilliam & Co. LLC increased its position in Morgan Stanley by 2.3% during the second quarter. Watts Gwilliam & Co. LLC now owns 3,090 shares of the financial services provider’s stock worth $435,000 after purchasing an additional 68 shares during the last quarter. Finally, AssuredPartners Investment Advisors LLC increased its position in Morgan Stanley by 4.7% during the third quarter. AssuredPartners Investment Advisors LLC now owns 1,518 shares of the financial services provider’s stock worth $241,000 after purchasing an additional 68 shares during the last quarter. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Insider Activity at Morgan Stanley

In related news, CEO Edward Pick sold 100,000 shares of Morgan Stanley stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $164.34, for a total value of $16,434,000.00. Following the completion of the transaction, the chief executive officer owned 574,986 shares in the company, valued at approximately $94,493,199.24. The trade was a 14.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.19% of the company’s stock.

Key Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley’s public market outlook projects a U.S. market rebound in 2026 (10%+ gain), a bullish stance that tends to lift risk-on flows and benefits MS’s trading and investment-banking franchises. US to Drive Stocks in 2026 With 10%-Plus Gain: Morgan Stanley
• Positive Sentiment: Market analysts’ consensus on MS is constructive — an “average” Moderate Buy rating was recently highlighted, supporting investor confidence in the stock. Morgan Stanley (NYSE:MS) Given Average Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Reports that a price target on MS was raised (Sohu summary) feed momentum and signal that some analysts see upside from recent earnings strength and higher revenues. Morgan Stanley (MS) Price Target Raised by $18: A Comprehensive Analysis
• Neutral Sentiment: MS continues active research coverage and stock-picking (examples: names like Auna SA and the bank’s top picks for 2026), which supports fee-related business lines but is routine for the firm. Morgan Stanley Sees Growth Potential in Auna SA (AUNA)
• Neutral Sentiment: Morgan Stanley’s research actions (e.g., downgrading Southern Company) underscore the firm’s ongoing role as a market mover — these moves drive trading activity but are not direct positives or negatives for MS itself. Morgan Stanley Downgrades The Southern Company (SO) From Equal Weight To Underweight
• Neutral Sentiment: Comments from MS portfolio managers about a potential tech rebound may lift investor appetite for risk assets, indirectly aiding MS fee and trading prospects. Large Tech Stocks May Be Set for a Comeback, Says Morgan Stanley Portfolio Manager
• Negative Sentiment: Analysts are running valuation checks as AI-driven efficiency moves and predicted job cuts in European banks raise questions about fees and long-term margins — this creates some investor caution around valuation multiples. Morgan Stanley (MS): Valuation Check After AI-Driven European Bank Job Cut Forecasts and Efficiency Push
• Negative Sentiment: Separate notes pointing to regulatory delays and weakening margins in coverage universes (e.g., ADM outlook) highlight sector headwinds that could translate to lower advisory or underwriting activity in affected industries. Regulatory Delays and Weakening Margins Weigh on Morgan Stanley’s ADM Outlook

Morgan Stanley Trading Up 2.4%

MS opened at $181.81 on Monday. Morgan Stanley has a 52 week low of $94.33 and a 52 week high of $182.34. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.27. The business has a fifty day simple moving average of $170.86 and a 200-day simple moving average of $156.50. The firm has a market cap of $288.95 billion, a P/E ratio of 18.65, a P/E/G ratio of 1.40 and a beta of 1.20.

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

Morgan Stanley Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were given a dividend of $1.00 per share. This represents a $4.00 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, October 31st. Morgan Stanley’s dividend payout ratio is currently 41.03%.

Wall Street Analysts Forecast Growth

MS has been the topic of several recent analyst reports. Zacks Research upgraded shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a report on Tuesday, October 21st. Keefe, Bruyette & Woods increased their price objective on Morgan Stanley from $184.00 to $202.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. Dbs Bank raised Morgan Stanley to a “moderate buy” rating in a research note on Wednesday, November 12th. Wells Fargo & Company lifted their target price on Morgan Stanley from $165.00 to $177.00 and gave the company an “equal weight” rating in a research report on Thursday, October 16th. Finally, Barclays reiterated an “overweight” rating on shares of Morgan Stanley in a report on Monday. Three research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $174.77.

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.