Morgan Stanley $MS Stock Position Raised by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC lifted its stake in Morgan Stanley (NYSE:MS) by 45.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 13,456 shares of the financial services provider’s stock after acquiring an additional 4,184 shares during the period. Turtle Creek Wealth Advisors LLC’s holdings in Morgan Stanley were worth $2,389,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Nvest Wealth Strategies Inc. acquired a new stake in Morgan Stanley in the 4th quarter valued at approximately $31,000. B. Metzler seel. Sohn & Co. AG grew its holdings in Morgan Stanley by 11.2% in the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 120,457 shares of the financial services provider’s stock valued at $21,422,000 after buying an additional 12,167 shares during the last quarter. Teacher Retirement System of Texas grew its holdings in Morgan Stanley by 3.1% in the 4th quarter. Teacher Retirement System of Texas now owns 301,363 shares of the financial services provider’s stock valued at $53,501,000 after buying an additional 8,980 shares during the last quarter. WP Advisors LLC grew its holdings in Morgan Stanley by 6.4% in the 4th quarter. WP Advisors LLC now owns 1,859 shares of the financial services provider’s stock valued at $330,000 after buying an additional 111 shares during the last quarter. Finally, Retirement Planning Co of New England Inc. grew its holdings in Morgan Stanley by 0.8% in the 4th quarter. Retirement Planning Co of New England Inc. now owns 9,106 shares of the financial services provider’s stock valued at $1,617,000 after buying an additional 75 shares during the last quarter. 84.19% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, insider Eric F. Grossman sold 11,118 shares of the company’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the sale, the insider owned 169,403 shares in the company, valued at approximately $32,313,622.25. This represents a 6.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Daniel A. Simkowitz sold 14,690 shares of the company’s stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $189.24, for a total value of $2,779,935.60. Following the completion of the sale, the insider owned 365,802 shares in the company, valued at $69,224,370.48. This represents a 3.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 110,444 shares of company stock worth $20,665,049. Corporate insiders own 0.17% of the company’s stock.

Morgan Stanley News Roundup

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

• Positive Sentiment: Morgan Stanley launched a Stablecoin Reserves Portfolio (MSNXX) that lets stablecoin issuers park reserves in a Morgan Stanley money‑market vehicle; the program requires a $10M minimum and positions MS to capture fees from regulated stablecoin reserve flows. Morgan Stanley launches stablecoin offering through money market fund
• Positive Sentiment: Institutional crypto demand is showing up in MS product flows — Morgan Stanley’s bitcoin-tracking ETF (MSBT) took in meaningful early inflows, underlining distribution strength for digital-asset products at its wealth and investment‑management channels. $138M Bitcoin Play Triggers Rally, Signals Shift In Big Money Sentiment
• Positive Sentiment: NZX accredited Morgan Stanley as a Clearing Participant ahead of the S&P/NZX 20 futures launch — a small but strategic win that expands MS’s institutional footprint in derivatives clearing and local market services. NZX Adds Morgan Stanley as Clearing Participant Ahead of S&P/NZX 20 Futures Launch
• Neutral Sentiment: Zacks highlights Morgan Stanley’s capital‑markets muscle and growth in wealth management — both drivers of revenue — but also flags rising expenses and trading volatility as risks to margin and future EPS. That makes the near‑term outlook mixed. The Zacks Analyst Blog UnitedHealth, Morgan Stanley, RTX, Homes Group and Motorsport
• Neutral Sentiment: Morgan Stanley’s Institute released a “Sustainable Signals” survey showing steady retail interest in sustainable investing — a reputation/flows positive but not an immediate earnings driver. Morgan Stanley Sustainable Signals: Individual Investors Remain Positive on Sustainable Investing
• Negative Sentiment: Some Morgan Stanley research (highlighted by TheStreet) is taking a dour view on US growth (GDP), which can feed into broader market volatility and weigh investor appetite for cyclical banking/markets exposure — a potential headwind for MS trading revenue. Morgan Stanley drops stunning take on GDP outlook

Morgan Stanley Stock Down 1.3%

Shares of Morgan Stanley stock opened at $188.66 on Friday. The company has a quick ratio of 0.81, a current ratio of 0.81 and a debt-to-equity ratio of 3.39. Morgan Stanley has a 12 month low of $111.24 and a 12 month high of $194.59. The business has a fifty day simple moving average of $169.91 and a 200 day simple moving average of $171.58. The stock has a market cap of $298.34 billion, a PE ratio of 17.09, a price-to-earnings-growth ratio of 1.44 and a beta of 1.19.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings data on Wednesday, April 15th. The financial services provider reported $3.43 EPS for the quarter, topping analysts’ consensus estimates of $3.02 by $0.41. Morgan Stanley had a return on equity of 17.89% and a net margin of 14.65%.The business had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same period in the previous year, the firm earned $2.60 earnings per share. The firm’s quarterly revenue was up 16.0% compared to the same quarter last year. Research analysts predict that Morgan Stanley will post 11.8 EPS for the current year.

Morgan Stanley Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be issued a dividend of $1.00 per share. This represents a $4.00 annualized dividend and a yield of 2.1%. The ex-dividend date is Thursday, April 30th. Morgan Stanley’s dividend payout ratio is presently 36.23%.

Analyst Ratings Changes

A number of analysts have issued reports on the company. The Goldman Sachs Group raised their target price on Morgan Stanley from $186.00 to $205.00 and gave the company a “neutral” rating in a report on Thursday, April 16th. Evercore lifted their price objective on Morgan Stanley from $190.00 to $210.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Erste Group Bank reissued a “hold” rating on shares of Morgan Stanley in a report on Thursday, March 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Morgan Stanley in a report on Thursday, January 22nd. Finally, Bank of America lifted their price objective on Morgan Stanley from $220.00 to $225.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Ten analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $201.33.

Morgan Stanley 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.