306,470 Morgan Stanley $MS Shares Acquired by TrinityBridge Ltd

TrinityBridge Ltd boosted its stake in shares of Morgan Stanley (NYSE:MS) by 153,235.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 306,670 shares of the financial services provider’s stock after purchasing an additional 306,470 shares during the period. Morgan Stanley accounts for about 1.7% of TrinityBridge Ltd’s investment portfolio, making the stock its 19th biggest holding. TrinityBridge Ltd’s holdings in Morgan Stanley were worth $57,689,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in MS. Lyell Wealth Management LP lifted its holdings in Morgan Stanley by 1.3% during the 3rd quarter. Lyell Wealth Management LP now owns 112,488 shares of the financial services provider’s stock valued at $21,157,000 after purchasing an additional 1,426 shares during the last quarter. Associated Banc Corp bought a new position in Morgan Stanley during the third quarter worth $430,000. Integrity Advisory Solutions LLC boosted its position in Morgan Stanley by 8.3% during the third quarter. Integrity Advisory Solutions LLC now owns 4,805 shares of the financial services provider’s stock worth $904,000 after purchasing an additional 368 shares during the period. Garner Asset Management Corp increased its holdings in shares of Morgan Stanley by 1.8% in the third quarter. Garner Asset Management Corp now owns 14,002 shares of the financial services provider’s stock valued at $2,569,000 after purchasing an additional 242 shares during the last quarter. Finally, Aware Super Pty Ltd as trustee of Aware Super acquired a new position in shares of Morgan Stanley in the third quarter valued at $13,902,000. Institutional investors and hedge funds own 84.19% of the company’s stock.

Morgan Stanley Stock Up 0.1%

MS stock opened at $185.97 on Wednesday. The company has a debt-to-equity ratio of 3.65, a current ratio of 0.79 and a quick ratio of 0.79. The stock has a market capitalization of $293.33 billion, a price-to-earnings ratio of 14.76, a PEG ratio of 1.24 and a beta of 1.23. The business’s fifty day moving average price is $196.97 and its two-hundred day moving average price is $194.33. Morgan Stanley has a fifty-two week low of $152.80 and a fifty-two week high of $232.25.

Morgan Stanley (NYSE:MS) last posted its earnings results on Wednesday, October 14th. The financial services provider reported $3.03 earnings per share for the quarter, topping analysts’ consensus estimates of $2.93 by $0.10. Morgan Stanley had a return on equity of 19.40% and a net margin of 15.63%. The company had revenue of $20.34 billion during the quarter, compared to the consensus estimate of $19.93 billion. During the same quarter last year, the firm earned $2.80 earnings per share. The company’s revenue was up 11.6% on a year-over-year basis. On average, equities analysts anticipate that Morgan Stanley will post 12.83 earnings per share for the current year.

Morgan Stanley Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be paid a $1.15 dividend. The ex-dividend date is Friday, October 30th. This represents a $4.60 annualized dividend and a yield of 2.5%. Morgan Stanley’s payout ratio is 36.51%.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. The Goldman Sachs Group reissued a “neutral” rating on shares of Morgan Stanley in a research report on Wednesday, October 14th. Barclays lifted their target price on shares of Morgan Stanley from $230.00 to $262.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Jefferies Financial Group upgraded shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 7th. Royal Bank Of Canada lowered their price target on shares of Morgan Stanley from $243.00 to $195.00 and set a “sector perform” rating on the stock in a report on Thursday, October 15th. Finally, BMO Capital Markets cut their price objective on shares of Morgan Stanley from $215.00 to $210.00 and set an “outperform” rating for the company in a research report on Monday, October 19th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Morgan Stanley has an average rating of “Moderate Buy” and an average price target of $214.81.

Morgan Stanley News Roundup

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

• Positive Sentiment: UBS raised its price target on Morgan Stanley to $240 from $236 and maintained a Buy rating, implying substantial upside from the reference price in the report. UBS raises Morgan Stanley price target
• Positive Sentiment: Morgan Stanley is launching a $2.3 billion Baldwin debt offering. The deal may provide underwriting activity and related fee revenue, although the article listing offers limited detail. Morgan Stanley launches Baldwin debt offering
• Neutral Sentiment: Morgan Stanley’s market outlook is divided: one strategist sees the election as a potential “clearing event” that could help the selloff end, while other reports flag risks from election uncertainty and fragile technology-stock buying. The outlook matters to MS because market moves can affect trading and wealth-management activity. Morgan Stanley flags a stock-market turning point
• Neutral Sentiment: E*TRADE published its monthly sector-rotation study, highlighting client buying and selling across market sectors; the announcement provides no specific indication of a direct financial impact on MS. E*TRADE sector rotation study
• Negative Sentiment: Morgan Stanley strategists have warned that the S&P 500 could face further losses, with one report citing a possible 9% decline and another describing three potential “clearing events.” Persistent volatility could curb investor activity and pressure market-sensitive businesses. Morgan Stanley warns the S&P 500 could drop

Morgan Stanley Company Profile

Morgan Stanley (NYSE: MS) is a global financial services company that provides investment banking, securities, wealth management and investment management services to corporations, institutions, governments and individual investors. Founded in 1935, the company is headquartered in New York City and serves clients through operations across North America, Europe, Asia-Pacific and other international markets.

Through its Institutional Securities segment, Morgan Stanley offers investment banking, equity and fixed-income sales and trading, research, lending and related capital-markets services.