Calydon Capital Has $8.14 Million Stock Holdings in Morgan Stanley $MS

Calydon Capital trimmed its position in Morgan Stanley (NYSE:MS) by 18.7% during the third quarter, HoldingsChannel.com reports. The fund owned 51,220 shares of the financial services provider’s stock after selling 11,756 shares during the quarter. Morgan Stanley makes up 1.3% of Calydon Capital’s portfolio, making the stock its 14th biggest position. Calydon Capital’s holdings in Morgan Stanley were worth $8,142,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Morgan Stanley in the 2nd quarter valued at $2,234,883,000. Schroder Investment Management Group increased its stake in shares of Morgan Stanley by 23.4% in the 2nd quarter. Schroder Investment Management Group now owns 9,357,200 shares of the financial services provider’s stock valued at $1,318,055,000 after purchasing an additional 1,776,544 shares during the last quarter. Marshall Wace LLP raised its holdings in shares of Morgan Stanley by 319.7% during the 2nd quarter. Marshall Wace LLP now owns 2,092,341 shares of the financial services provider’s stock worth $294,727,000 after buying an additional 1,593,774 shares in the last quarter. Franklin Resources Inc. lifted its position in shares of Morgan Stanley by 18.1% during the 2nd quarter. Franklin Resources Inc. now owns 9,623,305 shares of the financial services provider’s stock worth $1,355,537,000 after buying an additional 1,476,372 shares during the last quarter. Finally, Vanguard Group Inc. lifted its position in shares of Morgan Stanley by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 119,123,487 shares of the financial services provider’s stock worth $16,779,734,000 after buying an additional 1,354,142 shares during the last quarter. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Erste Group Bank reiterated a “hold” rating on shares of Morgan Stanley in a research report on Thursday, March 5th. Jefferies Financial Group cut shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Monday, March 9th. Royal Bank Of Canada restated a “sector perform” rating and issued a $207.00 price target on shares of Morgan Stanley in a research note on Friday, January 16th. Evercore lowered shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 5th. Finally, JPMorgan Chase & Co. upped their price objective on shares of Morgan Stanley from $173.00 to $179.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 10th. 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. According to data from MarketBeat, Morgan Stanley currently has an average rating of “Moderate Buy” and an average price target of $187.14.

Insider Activity at Morgan Stanley

In related news, CFO Sharon Yeshaya sold 15,838 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $185.77, for a total transaction of $2,942,225.26. Following the completion of the sale, the chief financial officer owned 135,304 shares of the company’s stock, valued at $25,135,424.08. This trade represents a 10.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Daniel A. Simkowitz sold 32,968 shares of Morgan Stanley stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $182.61, for a total value of $6,020,286.48. Following the completion of the sale, the insider owned 357,342 shares of the company’s stock, valued at approximately $65,254,222.62. The trade was a 8.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 129,191 shares of company stock valued at $23,736,506 over the last ninety days. Insiders own 0.19% of the company’s stock.

Morgan Stanley Price Performance

Shares of MS opened at $154.84 on Friday. Morgan Stanley has a 12-month low of $94.33 and a 12-month high of $192.68. The business has a 50-day simple moving average of $176.11 and a two-hundred day simple moving average of $168.26. The company has a quick ratio of 0.81, a current ratio of 0.81 and a debt-to-equity ratio of 3.39. The stock has a market cap of $245.87 billion, a PE ratio of 15.17, a PEG ratio of 1.24 and a beta of 1.20.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings results on Thursday, January 15th. The financial services provider reported $2.68 EPS for the quarter, beating 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 for the quarter, compared to analyst estimates of $17.69 billion. During the same period last year, the firm posted $2.22 earnings per share. The business’s revenue for the quarter was up 10.3% on a year-over-year basis. Analysts anticipate that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Morgan Stanley Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were paid a $1.00 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $4.00 annualized dividend and a dividend yield of 2.6%. Morgan Stanley’s dividend payout ratio is presently 39.18%.

Key Stories Impacting Morgan Stanley

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 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.