Myriad Asset Management US LP Has $762,000 Stock Holdings in Morgan Stanley $MS

Myriad Asset Management US LP trimmed its position in shares of Morgan Stanley (NYSE:MS) by 72.0% during the 4th quarter, HoldingsChannel reports. The fund owned 4,295 shares of the financial services provider’s stock after selling 11,048 shares during the quarter. Morgan Stanley makes up approximately 1.3% of Myriad Asset Management US LP’s investment portfolio, making the stock its 16th biggest holding. Myriad Asset Management US LP’s holdings in Morgan Stanley were worth $762,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Central Bank & Trust Co. grew its holdings in shares of Morgan Stanley by 3.4% during the 4th quarter. Central Bank & Trust Co. now owns 1,767 shares of the financial services provider’s stock worth $314,000 after purchasing an additional 58 shares in the last quarter. Howard Financial Services LTD. increased its position in shares of Morgan Stanley by 1.6% during the fourth quarter. Howard Financial Services LTD. now owns 3,579 shares of the financial services provider’s stock valued at $635,000 after purchasing an additional 58 shares during the period. Balboa Wealth Partners raised its stake in shares of Morgan Stanley by 1.9% in the fourth quarter. Balboa Wealth Partners now owns 3,181 shares of the financial services provider’s stock valued at $565,000 after purchasing an additional 59 shares in the last quarter. Angeles Wealth Management LLC raised its stake in shares of Morgan Stanley by 1.1% in the third quarter. Angeles Wealth Management LLC now owns 5,843 shares of the financial services provider’s stock valued at $929,000 after purchasing an additional 61 shares in the last quarter. Finally, Earned Wealth Advisors LLC lifted its position in Morgan Stanley by 2.7% in the fourth quarter. Earned Wealth Advisors LLC now owns 2,357 shares of the financial services provider’s stock worth $418,000 after purchasing an additional 61 shares during the period. Institutional investors and hedge funds own 84.19% of the company’s stock.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Morgan Stanley signaled a near‑term launch for a bitcoin ETF after filing Amendment No. 4 — a potential positive for future asset‑management AUM and fee revenue if the product attracts institutional flows. Morgan Stanley Signals Bitcoin ETF Near Launch
• Positive Sentiment: Analyst/research coverage highlights Morgan Stanley’s strong earnings‑surprise history and argues MS is positioned to beat again — this underpins investor confidence in MS’s core wealth & investment banking franchise and its recurring advisory/trading revenue. Will Morgan Stanley (MS) Beat Estimates Again?
• Neutral Sentiment: Morgan Stanley research published an “earnings‑surprise composite” and a list of stocks poised for surprises — a reminder MS’s research product can drive client engagement and trading flow but is not an immediate earnings event for the bank itself. These 10 stocks are poised for earnings surprises in April: Morgan Stanley
• Neutral Sentiment: E*TRADE from Morgan Stanley released its monthly sector‑rotation study — useful for gauging client retail flows and sentiment across sectors but unlikely to move MS’s stock on its own. E*TRADE from Morgan Stanley Releases Monthly Sector Rotation Study
• Negative Sentiment: Market commentary highlights recent soft share‑price performance and a modest pullback over the past quarter — valuation and short‑term momentum concerns could limit upside near term. A Look At Morgan Stanley (MS) Valuation After Recent Soft Share Price Performance
• Negative Sentiment: Recent MS research activity (downgrades/target trims on other companies, e.g., Bank of America, Lufthansa coverage) signals a more cautious macro/sector stance from the bank’s analysts — this can reduce risk appetite in the short term and slightly dampen trading commissions tied to volatile sectors. Morgan Stanley Trims BAC Target to $61

Analysts Set New Price Targets

A number of equities research analysts have weighed in on MS shares. Royal Bank Of Canada reiterated a “sector perform” rating and set a $207.00 price target on shares of Morgan Stanley in a research note on Friday, January 16th. Wolfe Research reduced their price objective on shares of Morgan Stanley from $221.00 to $197.00 and set an “outperform” rating for the company in a report on Wednesday. HSBC decreased their target price on shares of Morgan Stanley from $175.00 to $153.00 and set a “hold” rating on the stock in a research report on Wednesday. Barclays upped their target price on shares of Morgan Stanley from $183.00 to $219.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Finally, Zacks Research lowered shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 23rd. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $185.73.

Insider Buying and Selling

In other news, CFO Sharon Yeshaya sold 15,838 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $185.77, for a total transaction of $2,942,225.26. Following the transaction, the chief financial officer directly owned 135,304 shares in the company, valued at approximately $25,135,424.08. This represents a 10.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Daniel A. Simkowitz sold 32,968 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $182.61, for a total transaction of $6,020,286.48. Following the sale, the insider directly owned 357,342 shares in the company, valued at $65,254,222.62. This trade represents a 8.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 129,191 shares of company stock valued at $23,736,506. Insiders own 0.19% of the company’s stock.

Morgan Stanley Stock Performance

Morgan Stanley stock opened at $166.04 on Friday. Morgan Stanley has a 52-week low of $94.33 and a 52-week high of $192.68. The company has a debt-to-equity ratio of 3.39, a current ratio of 0.81 and a quick ratio of 0.81. The stock has a fifty day moving average price of $169.18 and a two-hundred day moving average price of $169.33. The firm has a market capitalization of $263.65 billion, a P/E ratio of 16.26, a P/E/G ratio of 1.41 and a beta of 1.19.

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

Morgan Stanley Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Friday, January 30th. Morgan Stanley’s payout ratio is currently 39.18%.

Morgan Stanley Company 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.