15,343 Shares in Morgan Stanley $MS Acquired by Myriad Asset Management US LP

Myriad Asset Management US LP bought a new stake in Morgan Stanley (NYSE:MS) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 15,343 shares of the financial services provider’s stock, valued at approximately $2,439,000. Morgan Stanley comprises approximately 1.3% of Myriad Asset Management US LP’s portfolio, making the stock its 17th largest position.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Exchange Traded Concepts LLC raised its holdings in Morgan Stanley by 97.4% in the 3rd quarter. Exchange Traded Concepts LLC now owns 22,927 shares of the financial services provider’s stock worth $3,644,000 after purchasing an additional 11,311 shares in the last quarter. Asset Management One Co. Ltd. increased its position in shares of Morgan Stanley by 3.8% during the third quarter. Asset Management One Co. Ltd. now owns 581,325 shares of the financial services provider’s stock valued at $92,407,000 after buying an additional 21,458 shares during the period. Calamos Wealth Management LLC increased its position in shares of Morgan Stanley by 12.0% during the third quarter. Calamos Wealth Management LLC now owns 87,236 shares of the financial services provider’s stock valued at $13,867,000 after buying an additional 9,345 shares during the period. Sowell Financial Services LLC raised its stake in Morgan Stanley by 45.3% in the third quarter. Sowell Financial Services LLC now owns 30,854 shares of the financial services provider’s stock worth $4,905,000 after buying an additional 9,619 shares in the last quarter. Finally, Bahl & Gaynor Inc. lifted its holdings in Morgan Stanley by 8.2% in the second quarter. Bahl & Gaynor Inc. now owns 6,252 shares of the financial services provider’s stock worth $881,000 after buying an additional 473 shares during the period. 84.19% of the stock is currently owned by institutional investors.

Morgan Stanley Trading Down 0.2%

Shares of MS stock opened at $183.00 on Friday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 3.27. Morgan Stanley has a 12-month low of $94.33 and a 12-month high of $192.68. The stock has a market capitalization of $290.84 billion, a P/E ratio of 17.92, a P/E/G ratio of 1.51 and a beta of 1.20. The firm’s 50 day moving average is $176.63 and its 200 day moving average is $160.79.

Morgan Stanley (NYSE:MS) last posted its earnings results on Thursday, January 15th. The financial services provider reported $2.68 earnings per share for the quarter, beating analysts’ consensus estimates of $2.28 by $0.40. Morgan Stanley had a return on equity of 16.92% and a net margin of 14.09%.The company had revenue of $17.90 billion for the quarter, compared to the consensus estimate of $17.69 billion. During the same quarter in the prior year, the company earned $2.22 earnings per share. Morgan Stanley’s revenue was up 10.3% on a year-over-year basis. Research analysts expect that Morgan Stanley will post 8.56 earnings per share for the current year.

Morgan Stanley Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be issued a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Friday, January 30th. Morgan Stanley’s dividend payout ratio (DPR) is currently 39.18%.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Wells Fargo & Company upped their target price on Morgan Stanley from $177.00 to $189.00 and gave the stock an “equal weight” rating in a report on Monday, January 5th. HSBC reaffirmed a “hold” rating on shares of Morgan Stanley in a research note on Wednesday, January 7th. The Goldman Sachs Group reissued a “neutral” rating on shares of Morgan Stanley in a research report on Tuesday, January 6th. UBS Group upped their target price on shares of Morgan Stanley from $156.00 to $165.00 and gave the stock a “neutral” rating in a research report on Tuesday, October 7th. Finally, Barclays increased their price target on shares of Morgan Stanley from $183.00 to $219.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $185.93.

Insider Activity

In related news, CFO Sharon Yeshaya sold 15,838 shares of the company’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $185.77, for a total value of $2,942,225.26. Following the completion of the transaction, the chief financial officer owned 135,304 shares of the company’s stock, valued at approximately $25,135,424.08. This represents a 10.48% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Edward Pick sold 100,000 shares of the stock in a transaction dated 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 sale, the chief executive officer owned 574,986 shares of the company’s stock, valued at $94,493,199.24. This represents a 14.82% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 196,223 shares of company stock worth $34,150,220. 0.19% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Morgan Stanley

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

• Positive Sentiment: High‑visibility investment‑banking mandate: Morgan Stanley was named one of the lead banks on the anticipated SpaceX IPO. That mandate can produce substantial advisory and underwriting fees and supports sentiment around MS’s investment‑banking pipeline. Elon Musk’s SpaceX lines up 4 banks for blockbuster IPO
• Positive Sentiment: Solid recent fundamentals and shareholder return: Morgan Stanley reported a January quarterbeat (EPS and revenue ahead of consensus) and declared a $1.00 quarterly dividend ($4.00 annualized). Those items support valuation and income investors. (See MS company page for the filings and detail.) Morgan Stanley stock page
• Neutral Sentiment: Macro research flagged policy risk: Morgan Stanley research has highlighted geopolitical and U.S. policy risks (e.g., trade and reserve‑currency dynamics) that could alter capital flows — useful for positioning but not an immediate stock catalyst. Trump policies put dollar dominance under fresh global scrutiny
• Negative Sentiment: Large, clustered insider sales disclosed this week: multiple senior executives filed Form 4s selling sizable blocks (examples include Andrew Saperstein, Eric Grossman, Michael Pizzi, Sharon Yeshaya and Charles Smith). Concentrated insider selling can increase near‑term supply and create caution for some investors. Morgan Stanley insider selling alert

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.