Morgan Stanley $MS Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lessened its stake in Morgan Stanley (NYSE:MS) by 3.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,424,526 shares of the financial services provider’s stock after selling 78,398 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned about 0.15% of Morgan Stanley worth $456,005,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Mitsubishi UFJ Financial Group Inc. bought a new stake in shares of Morgan Stanley during the second quarter valued at approximately $78,825,883,310. Bank of New York Mellon Corp acquired a new stake in shares of Morgan Stanley in the second quarter valued at approximately $2,040,227,000. Cullen Capital Management LLC bought a new position in Morgan Stanley in the 2nd quarter worth approximately $295,482,000. Renaissance Technologies LLC bought a new position in Morgan Stanley in the 1st quarter worth approximately $110,938,000. Finally, Sei Investments Co. raised its position in Morgan Stanley by 89.7% in the 1st quarter. Sei Investments Co. now owns 1,410,293 shares of the financial services provider’s stock worth $232,092,000 after purchasing an additional 666,754 shares during the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

Morgan Stanley Stock Down 3.0%

NYSE:MS opened at $184.38 on Friday. Morgan Stanley has a 1 year low of $152.80 and a 1 year high of $232.25. The stock has a 50-day moving average price of $198.11 and a two-hundred day moving average price of $194.29. The stock has a market cap of $290.82 billion, a price-to-earnings ratio of 14.63, a PEG ratio of 1.23 and a beta of 1.22. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 3.65.

Morgan Stanley (NYSE:MS) last released its quarterly earnings results on Wednesday, October 14th. The financial services provider reported $3.03 EPS 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 for the quarter, compared to analyst estimates of $19.93 billion. During the same quarter last year, the firm posted $2.80 earnings per share. Morgan Stanley’s revenue was up 11.6% compared to the same quarter last year. As a group, equities analysts expect that Morgan Stanley will post 12.83 earnings per share for the current year.

Morgan Stanley Dividend Announcement

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

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Strong deal activity supports investment-banking momentum. Morgan Stanley ranked among the leading advisers by deal value in the automotive, technology, media and telecom, and power sectors during the first three quarters of 2026. Sustained M&A activity could support advisory-fee revenue. Mitsubishi UFJ and Morgan Stanley lead automotive M&A financial advisers’ list Morgan Stanley leads TMT M&A advisers
• Positive Sentiment: Morgan Stanley is participating in a large AI infrastructure financing. The firm is part of a reported $63 billion financing structure involving Blackstone, Bank of America, and Citigroup to fund AI computing equipment leased to Anthropic. The transaction may create fee income and reinforce MS’s position in rapidly growing AI-related capital markets. Wall Street’s New $63 Billion AI Deal
• Neutral Sentiment: Analyst visibility remains high, but investor attention is focused on valuation. Morgan Stanley was among the most-watched stocks on Zacks, while commentary questioned whether its strong multiyear rally and current valuation are justified by returns on capital and future earnings growth. Shares were recently below both their 50-day and 200-day moving averages, signaling continued technical pressure.
• Negative Sentiment: AI exposure also introduces risk concerns. Commentary on the Anthropic financing warned that lenders and investors could face losses if AI hardware becomes obsolete, utilization disappoints, or AI-related valuations decline. Such concerns may weigh on sentiment toward MS even though the deal offers potential fee opportunities. Can Morgan Stanley Justify Its Price After AI Deal Wins?

Wall Street Analysts Forecast Growth

MS has been the topic of several research reports. Royal Bank Of Canada reduced their price objective on Morgan Stanley from $243.00 to $195.00 and set a “sector perform” rating on the stock in a report on Thursday, October 15th. Barclays lifted their target price on Morgan Stanley from $230.00 to $262.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. The Goldman Sachs Group restated a “neutral” rating on shares of Morgan Stanley in a research report on Wednesday, October 14th. Freedom Capital upgraded Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Finally, JPMorgan Chase & Co. upped their price target on Morgan Stanley from $195.00 to $198.00 and gave the company a “neutral” rating in a research note on Friday, October 16th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $214.62.

Morgan Stanley 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.