Yousif Capital Management LLC Sells 11,119 Shares of Morgan Stanley $MS

Yousif Capital Management LLC trimmed its holdings in shares of Morgan Stanley (NYSE:MS) by 6.7% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 155,781 shares of the financial services provider’s stock after selling 11,119 shares during the quarter. Yousif Capital Management LLC’s holdings in Morgan Stanley were worth $24,763,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in MS. Princeton Global Asset Management LLC raised its position in Morgan Stanley by 645.8% during the second quarter. Princeton Global Asset Management LLC now owns 179 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 155 shares during the period. CBIZ Investment Advisory Services LLC increased its position in shares of Morgan Stanley by 111.0% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 211 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 111 shares during the last quarter. WFA of San Diego LLC bought a new position in shares of Morgan Stanley during the 2nd quarter valued at approximately $28,000. Compass Financial Services Inc purchased a new stake in Morgan Stanley during the 2nd quarter valued at $32,000. Finally, Family Legacy Financial Solutions LLC lifted its position in Morgan Stanley by 91.9% in the third quarter. Family Legacy Financial Solutions LLC now owns 213 shares of the financial services provider’s stock worth $34,000 after buying an additional 102 shares during the last quarter. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on MS. Evercore ISI lifted their price objective on shares of Morgan Stanley from $165.00 to $175.00 and gave the stock an “outperform” rating in a research note on Thursday, October 16th. Royal Bank Of Canada raised their target price on shares of Morgan Stanley from $145.00 to $171.00 and gave the stock a “sector perform” rating in a report on Wednesday, October 1st. Dbs Bank upgraded shares of Morgan Stanley to a “moderate buy” rating in a report on Wednesday, November 12th. Citigroup increased their price objective on shares of Morgan Stanley from $155.00 to $170.00 and gave the stock a “neutral” rating in a research report on Thursday, October 16th. Finally, Jefferies Financial Group raised their price objective on shares of Morgan Stanley from $175.00 to $186.00 and gave the stock a “buy” rating in a research note on Thursday, October 16th. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Morgan Stanley currently has a consensus rating of “Moderate Buy” and a consensus target price of $174.77.

Morgan Stanley Trading Up 1.6%

NYSE MS opened at $179.77 on Tuesday. Morgan Stanley has a 12 month low of $94.33 and a 12 month high of $181.98. The company’s 50-day moving average price is $167.21 and its 200-day moving average price is $153.42. The stock has a market cap of $285.71 billion, a PE ratio of 18.44, a PEG ratio of 1.44 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 3.27.

Morgan Stanley (NYSE:MS) last released its quarterly earnings data on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.07 by $0.73. The company had revenue of $17.98 billion during the quarter, compared to analysts’ expectations of $16.42 billion. Morgan Stanley had a net margin of 13.85% and a return on equity of 16.40%. The firm’s quarterly revenue was up 18.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.88 EPS. Equities research analysts forecast that Morgan Stanley will post 8.56 earnings per share for the current year.

Morgan Stanley Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were paid a $1.00 dividend. The ex-dividend date of this dividend was Friday, October 31st. This represents a $4.00 annualized dividend and a yield of 2.2%. Morgan Stanley’s dividend payout ratio is 41.03%.

Insider Buying and Selling

In other Morgan Stanley news, CEO Edward Pick sold 100,000 shares of Morgan Stanley stock in a transaction on Friday, October 31st. The stock was sold at an average price of $164.34, for a total transaction of $16,434,000.00. Following the completion of the sale, the chief executive officer directly owned 574,986 shares of the company’s stock, valued at $94,493,199.24. The trade was a 14.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is owned by insiders.

Key Stores Impacting Morgan Stanley

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

• Positive Sentiment: Morgan Stanley’s bullish market view — the firm published a year‑ahead outlook (S&P target) and is signaling continued upside in markets, which supports trading and deal activity expectations. Stock Market Bulls Should ‘Temper Their Exuberance,’ Warns Morgan Stanley
• Positive Sentiment: Analyst momentum: Morgan Stanley teams have been upping targets and upgrading names (Apple, Cisco, DexCom, L3Harris, SNX among others). Active, well‑regarded research can drive trading volumes, institutional flows and advisory mandate momentum — a plus for MS’s revenue mix. Morgan Stanley Boosts Apple (AAPL) Target, Sees Upside From Pricing Power and AI
• Positive Sentiment: Strategic growth: coverage noting Morgan Stanley’s expanding ETF platform and deal franchise — if realized, this supports higher fee revenue and diversifies earnings beyond trading. That thesis is lifting investor sentiment about MS’s structural growth. Does Morgan Stanley’s Expanding ETF And Deal Franchise Reshape The Bull Case For MS?
• Neutral Sentiment: Morgan Stanley reduced its substantial‑holder stake in Arafura Rare Earths — a housekeeping disclosure that has little bearing on MS’s core operating results. Morgan Stanley Ceases to Be Substantial Holder in Arafura Rare Earths
• Negative Sentiment: Selective caution: Morgan Stanley publicly warned investors to “temper exuberance” and outlined macro surprises that could trip up markets — this caution could reduce risk‑taking and trading volumes if the market pivots. Here are the macro surprises that Morgan Stanley says could trip up investors next year
• Negative Sentiment: Research repositioning: reports that Morgan Stanley “dropped” some tech names from its 2026 buy list signal a more selective stance; that could temper short‑term trading activity in affected sectors. Morgan Stanley drops tech stocks to buy list for 2026

About Morgan Stanley

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.