Siemens Fonds Invest GmbH Raises Stock Position in Morgan Stanley $MS

Siemens Fonds Invest GmbH lifted its holdings in Morgan Stanley (NYSE:MS) by 34.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 50,012 shares of the financial services provider’s stock after buying an additional 12,804 shares during the period. Siemens Fonds Invest GmbH’s holdings in Morgan Stanley were worth $7,950,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the business. Brighton Jones LLC grew its position in Morgan Stanley by 10.2% in the fourth quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider’s stock worth $1,607,000 after acquiring an additional 1,185 shares in the last quarter. D Orazio & Associates Inc. bought a new stake in Morgan Stanley during the second quarter worth approximately $256,000. WASHINGTON TRUST Co raised its position in Morgan Stanley by 1.9% during the second quarter. WASHINGTON TRUST Co now owns 10,915 shares of the financial services provider’s stock valued at $1,537,000 after purchasing an additional 201 shares during the period. Evolution Wealth Advisors LLC bought a new stake in shares of Morgan Stanley in the 2nd quarter valued at approximately $202,000. Finally, Oak Harvest Investment Services lifted its stake in shares of Morgan Stanley by 3.3% in the 2nd quarter. Oak Harvest Investment Services now owns 131,010 shares of the financial services provider’s stock valued at $18,454,000 after purchasing an additional 4,129 shares during the last quarter. 84.19% of the stock is currently owned by hedge funds and other institutional investors.

Morgan Stanley News Summary

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

• Positive Sentiment: Selected as one of the Wall Street banks involved in a large Pentagon/defense financing initiative — a potential source of advisory fees and franchise work. Pentagon taps Morgan Stanley for defense initiative
• Positive Sentiment: Morgan Stanley’s research/public commentary on AI and macro trends keeps the firm visible to institutional clients and supports its wealth & investment‑management franchise positioning. That can help offset short‑term trading volatility. Morgan Stanley: AI Revolution Set to Disrupt Jobs and Energy Infrastructure
• Neutral Sentiment: Firm commentary on monetary policy (warning that rate cuts are unlikely soon) is driving market context rather than company-specific flows — it influences investor expectations for bank earnings broadly. Don’t Expect Interest Rate Cuts Anytime Soon, Says Morgan Stanley
• Neutral Sentiment: Morgan Stanley trimmed a voting stake in Siemens Energy — a portfolio/positioning adjustment that is informational but not material to core operating results. Morgan Stanley Trims Siemens Energy Voting Stake
• Negative Sentiment: The primary near‑term driver: Morgan Stanley capped redemptions at its North Haven private‑income/private‑credit fund after investors requested ~10.9% in redemptions; the fund honored a 5% quarterly repurchase cap. That gating triggered investor concern about private‑credit liquidity and valuation transparency and was the proximate cause of a multi‑percent selloff in MS and other alternative‑asset managers. Morgan Stanley restricts redemptions at private credit fund
• Negative Sentiment: Private‑credit contagion and gating at other managers (Cliffwater, BlackRock coverage) amplified sector risk — investors rotated out of financials and alternative‑asset exposure on worries about defaults, liquidity and mark‑to‑model valuations. Morgan Stanley and Cliffwater limit private credit withdrawals (FT)
• Negative Sentiment: Negative sentiment was reinforced on social channels and media coverage, which likely exacerbated intraday selling pressure and short‑term volatility even though underlying wealth & advisory metrics remain more stable. Wall Street’s Own Stock Is Getting Hammered on Reddit

Morgan Stanley Trading Up 0.3%

MS opened at $154.84 on Friday. The company has a debt-to-equity ratio of 3.39, a quick ratio of 0.81 and a current ratio of 0.81. The stock’s 50 day moving average price is $176.11 and its 200-day moving average price is $168.13. Morgan Stanley has a one year low of $94.33 and a one year high of $192.68. The stock has a market cap of $245.87 billion, a price-to-earnings ratio of 15.17, a P/E/G ratio of 1.24 and a beta of 1.20.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings results on Thursday, January 15th. The financial services provider reported $2.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.28 by $0.40. Morgan Stanley had a return on equity of 16.78% and a net margin of 14.09%.The firm had revenue of $17.90 billion during the quarter, compared to analyst estimates of $17.69 billion. During the same period last year, the company earned $2.22 EPS. Morgan Stanley’s quarterly revenue was up 10.3% compared to the same quarter last year. On average, equities analysts forecast that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given a dividend of $1.00 per share. This represents a $4.00 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Friday, January 30th. Morgan Stanley’s dividend payout ratio (DPR) is 39.18%.

Insider Buying and Selling at Morgan Stanley

In other news, insider Charles A. Smith sold 8,500 shares of the company’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $182.08, for a total value of $1,547,680.00. Following the transaction, the insider directly owned 119,128 shares in the company, valued at approximately $21,690,826.24. This represents a 6.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Andrew M. Saperstein sold 30,330 shares of the company’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $183.62, for a total transaction of $5,569,194.60. Following the completion of the transaction, the insider owned 280,481 shares in the company, valued at approximately $51,501,921.22. The trade was a 9.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 129,191 shares of company stock valued at $23,736,506. 0.19% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on MS. Royal Bank Of Canada reissued a “sector perform” rating and set a $207.00 target price on shares of Morgan Stanley in a research report on Friday, January 16th. The Goldman Sachs Group restated a “neutral” rating on shares of Morgan Stanley in a research report on Tuesday, January 6th. Jefferies Financial Group lowered shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 9th. Wall Street Zen upgraded shares of Morgan Stanley from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Morgan Stanley in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $187.14.

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.