Edmond DE Rothschild Holding S.A. lowered its holdings in Morgan Stanley (NYSE:MS) by 16.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 28,032 shares of the financial services provider’s stock after selling 5,394 shares during the period. Edmond DE Rothschild Holding S.A.’s holdings in Morgan Stanley were worth $1,112,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. Victory Capital Management Inc. increased its position in shares of Morgan Stanley by 13.2% in the third quarter. Victory Capital Management Inc. now owns 92,153 shares of the financial services provider’s stock worth $4,292,000 after acquiring an additional 10,710 shares in the last quarter. WINTON GROUP Ltd increased its position in shares of Morgan Stanley by 23.5% in the third quarter. WINTON GROUP Ltd now owns 7,461 shares of the financial services provider’s stock worth $347,000 after acquiring an additional 1,418 shares in the last quarter. Janney Montgomery Scott LLC increased its position in shares of Morgan Stanley by 26.8% in the third quarter. Janney Montgomery Scott LLC now owns 40,060 shares of the financial services provider’s stock worth $1,866,000 after acquiring an additional 8,473 shares in the last quarter. Commonwealth Equity Services LLC increased its position in shares of Morgan Stanley by 1.7% in the third quarter. Commonwealth Equity Services LLC now owns 119,315 shares of the financial services provider’s stock worth $5,556,000 after acquiring an additional 2,041 shares in the last quarter. Finally, Nomura Asset Management Co. Ltd. increased its position in shares of Morgan Stanley by 0.8% in the third quarter. Nomura Asset Management Co. Ltd. now owns 222,976 shares of the financial services provider’s stock worth $10,384,000 after acquiring an additional 1,727 shares in the last quarter. 83.45% of the stock is currently owned by hedge funds and other institutional investors.

In related news, CFO Paul C. Wirth sold 25,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 26th. The shares were sold at an average price of $42.40, for a total transaction of $1,060,000.00. Following the transaction, the chief financial officer now directly owns 169,031 shares of the company’s stock, valued at $7,166,914.40. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Jeffrey S. Brodsky sold 15,565 shares of the business’s stock in a transaction that occurred on Friday, January 18th. The shares were sold at an average price of $43.38, for a total transaction of $675,209.70. Following the transaction, the insider now directly owns 112,420 shares in the company, valued at $4,876,779.60. The disclosure for this sale can be found here. Insiders own 0.19% of the company’s stock.

Several research firms have recently weighed in on MS. Zacks Investment Research raised shares of Morgan Stanley from a “hold” rating to a “buy” rating and set a $49.00 target price on the stock in a research report on Monday, November 26th. ValuEngine raised shares of Morgan Stanley from a “strong sell” rating to a “sell” rating in a research report on Friday. BMO Capital Markets dropped their target price on shares of Morgan Stanley to $65.00 and set an “outperform” rating on the stock in a research report on Friday, January 18th. Credit Suisse Group reissued a “buy” rating and issued a $56.00 target price on shares of Morgan Stanley in a research report on Wednesday, February 20th. Finally, Societe Generale downgraded shares of Morgan Stanley from a “hold” rating to a “sell” rating in a research report on Friday, February 1st. Three equities research analysts have rated the stock with a sell rating, six have given a hold rating and nine have assigned a buy rating to the company. Morgan Stanley has an average rating of “Hold” and a consensus target price of $56.25.

Shares of MS opened at $43.33 on Friday. Morgan Stanley has a 52 week low of $36.74 and a 52 week high of $58.17. The company has a market cap of $71.82 billion, a P/E ratio of 9.40, a P/E/G ratio of 1.01 and a beta of 1.19. The company has a current ratio of 0.81, a quick ratio of 0.81 and a debt-to-equity ratio of 2.60.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings data on Thursday, January 17th. The financial services provider reported $0.73 EPS for the quarter, missing the Zacks’ consensus estimate of $0.90 by ($0.17). Morgan Stanley had a net margin of 17.43% and a return on equity of 12.02%. The company had revenue of $8.55 billion for the quarter, compared to analysts’ expectations of $9.32 billion. During the same period in the previous year, the firm posted $0.84 earnings per share. The business’s revenue for the quarter was down 10.0% on a year-over-year basis. On average, equities research analysts predict that Morgan Stanley will post 4.82 EPS for the current year.

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 15th. Investors of record on Thursday, January 31st were given a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a yield of 2.77%. The ex-dividend date was Wednesday, January 30th. Morgan Stanley’s payout ratio is presently 26.03%.

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Morgan Stanley Company Profile

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. The company operates Institutional Securities, Wealth Management, and Investment Management segments.

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Institutional Ownership by Quarter for Morgan Stanley (NYSE:MS)

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