Themes Management Co LLC Purchases Shares of 5,396 Morgan Stanley $MS

Themes Management Co LLC acquired a new position in shares of Morgan Stanley (NYSE:MS) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 5,396 shares of the financial services provider’s stock, valued at approximately $958,000.

A number of other large investors have also made changes to their positions in the stock. CBIZ Investment Advisory Services LLC lifted its stake in shares of Morgan Stanley by 12.3% in the fourth quarter. CBIZ Investment Advisory Services LLC now owns 502 shares of the financial services provider’s stock valued at $89,000 after buying an additional 55 shares during the period. Powers Advisory Group LLC increased its stake in Morgan Stanley by 4.0% during the fourth quarter. Powers Advisory Group LLC now owns 1,443 shares of the financial services provider’s stock valued at $256,000 after acquiring an additional 56 shares during the period. Central Bank & Trust Co. raised its holdings in Morgan Stanley by 3.4% in the 4th quarter. Central Bank & Trust Co. now owns 1,767 shares of the financial services provider’s stock valued at $314,000 after acquiring an additional 58 shares in the last quarter. Howard Financial Services LTD. lifted its position in shares of Morgan Stanley by 1.6% in the 4th quarter. Howard Financial Services LTD. now owns 3,579 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 58 shares during the period. Finally, Balboa Wealth Partners lifted its position in shares of Morgan Stanley by 1.9% in the 4th quarter. Balboa Wealth Partners now owns 3,181 shares of the financial services provider’s stock worth $565,000 after acquiring an additional 59 shares during the period. Institutional investors and hedge funds own 84.19% of the company’s stock.

More Morgan Stanley News

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

• Positive Sentiment: Zacks highlighted Morgan Stanley’s strong first-quarter 2026 performance, with gains driven by solid client activity and healthy investment banking and trading results, which supports the stock’s bullish momentum.
• Positive Sentiment: Recent market coverage also emphasized that Morgan Stanley has outperformed the broader market and much of the financial sector so far this year, reinforcing investor confidence in the stock.
• Neutral Sentiment: Morgan Stanley’s analysts issued several ratings actions on other companies, including an upgrade on Franklin Resources and cuts to targets on Edison International, Polaris, Southern Company, and others. These show the firm remains active and influential, but they are only indirect catalysts for MS. Article Title
• Neutral Sentiment: Commentary from Morgan Stanley portfolio manager Andrew Slimmon about the market not being in a dot-com bubble adds visibility for the firm, but it does not materially change the near-term outlook for MS stock. Article Title

Morgan Stanley Price Performance

Shares of MS stock opened at $201.18 on Tuesday. The stock’s fifty day simple moving average is $180.02 and its 200 day simple moving average is $176.36. Morgan Stanley has a one year low of $123.88 and a one year high of $203.09. The firm has a market cap of $317.32 billion, a price-to-earnings ratio of 18.22, a P/E/G ratio of 1.51 and a beta of 1.22. The company has a debt-to-equity ratio of 3.52, a current ratio of 0.77 and a quick ratio of 0.77.

Morgan Stanley (NYSE:MS) last released its quarterly earnings data on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.02 by $0.41. The firm had revenue of $20.58 billion during the quarter, compared to analyst estimates of $19.23 billion. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The business’s revenue for the quarter was up 16.0% compared to the same quarter last year. During the same period in the prior year, the company posted $2.60 earnings per share. On average, analysts expect that Morgan Stanley will post 11.85 earnings per share for the current fiscal year.

Morgan Stanley Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Thursday, April 30th were given a dividend of $1.00 per share. The ex-dividend date was Thursday, April 30th. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.0%. Morgan Stanley’s dividend payout ratio (DPR) is 36.23%.

Insider Activity at Morgan Stanley

In other Morgan Stanley news, insider Eric F. Grossman sold 11,118 shares of the company’s stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the sale, the insider directly owned 169,403 shares of the company’s stock, valued at approximately $32,313,622.25. This represents a 6.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Andrew M. Saperstein sold 51,668 shares of Morgan Stanley stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $188.59, for a total transaction of $9,744,068.12. Following the completion of the transaction, the insider owned 282,142 shares of the company’s stock, valued at $53,209,159.78. This trade represents a 15.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 77,476 shares of company stock valued at $14,644,762 in the last ninety days. Insiders own 0.17% of the company’s stock.

Analysts Set New Price Targets

MS has been the topic of a number of research reports. Wolfe Research lowered their price objective on Morgan Stanley from $221.00 to $197.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 1st. CICC Research lifted their price target on shares of Morgan Stanley from $175.00 to $200.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 19th. Rothschild & Co Redburn boosted their price target on shares of Morgan Stanley from $171.00 to $183.00 and gave the company a “neutral” rating in a report on Friday, April 17th. Jefferies Financial Group downgraded shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Monday, March 9th. Finally, Evercore lifted their target price on shares of Morgan Stanley from $190.00 to $210.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $205.95.

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.