Mosley Wealth Management Takes $1.89 Million Position in Morgan Stanley $MS

Mosley Wealth Management purchased a new stake in shares of Morgan Stanley (NYSE:MS) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 10,637 shares of the financial services provider’s stock, valued at approximately $1,888,000. Morgan Stanley comprises about 0.9% of Mosley Wealth Management’s investment portfolio, making the stock its 26th biggest holding.

Several other hedge funds have also modified their holdings of MS. Olistico Wealth LLC bought a new stake in shares of Morgan Stanley during the fourth quarter valued at approximately $27,000. Lodestone Wealth Management LLC bought a new stake in shares of Morgan Stanley during the fourth quarter valued at approximately $28,000. WFA of San Diego LLC bought a new stake in shares of Morgan Stanley during the second quarter valued at approximately $28,000. Nvest Wealth Strategies Inc. bought a new stake in shares of Morgan Stanley during the fourth quarter valued at approximately $31,000. Finally, Mowery & Schoenfeld Wealth Management LLC grew its stake in shares of Morgan Stanley by 1,855.6% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 176 shares of the financial services provider’s stock valued at $31,000 after purchasing an additional 167 shares during the last quarter. 84.19% of the stock is owned by institutional investors.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Morgan Stanley is being highlighted as a likely beneficiary of a coming wave of AI-related IPOs, with reports saying the bank could earn significant underwriting, trading, and advisory fees from deals such as OpenAI, Anthropic, and SpaceX. Barrons AI IPO article
• Positive Sentiment: Another report said Morgan Stanley’s leadership is “wide awake” to M&A opportunities, with wealth management and asset management cited as areas for potential inorganic growth, which supports optimism around longer-term expansion. Morgan Stanley M&A opportunities article
• Positive Sentiment: The bank also announced it is expanding AI access on its workplace wealth platform, allowing clients’ AI agents to interact with stock-plan tools, a move that could deepen client relationships and improve the digital wealth-management offering. Morgan Stanley AI access article
• Neutral Sentiment: Additional commentary on Morgan Stanley’s role in upcoming IPO activity and broader market momentum has kept the stock in focus, but these items are more thematic than directly company-specific. Morgan Stanley IPO realities article

Wall Street Analysts Forecast Growth

MS has been the topic of several research analyst reports. Rothschild & Co Redburn increased their price target on shares of Morgan Stanley from $171.00 to $183.00 and gave the company a “neutral” rating in a research note on Friday, April 17th. HSBC increased their price target on shares of Morgan Stanley from $153.00 to $177.00 and gave the company a “hold” rating in a research note on Friday, April 17th. Citigroup increased their price target on shares of Morgan Stanley from $170.00 to $194.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. CICC Research raised their price objective on shares of Morgan Stanley from $175.00 to $200.00 and gave the company an “outperform” rating in a research note on Tuesday, May 19th. Finally, BMO Capital Markets raised their price objective on shares of Morgan Stanley from $190.00 to $220.00 and gave the company an “outperform” rating in a research note on Monday, April 20th. Twelve analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $205.95.

Insider Transactions at Morgan Stanley

In other news, insider Andrew M. Saperstein sold 51,668 shares of Morgan Stanley stock in a transaction 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 transaction, the insider directly owned 282,142 shares of the company’s stock, valued at $53,209,159.78. This trade represents a 15.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Eric F. Grossman sold 11,118 shares of Morgan Stanley stock in a transaction on Monday, April 20th. The stock was sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the transaction, the insider directly owned 169,403 shares in the company, valued at approximately $32,313,622.25. This represents a 6.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 77,476 shares of company stock valued at $14,644,762 over the last three months. 0.17% of the stock is currently owned by corporate insiders.

Morgan Stanley Price Performance

Shares of MS stock opened at $212.74 on Friday. Morgan Stanley has a 52-week low of $128.81 and a 52-week high of $219.16. The stock has a market cap of $335.55 billion, a PE ratio of 19.27, a PEG ratio of 1.55 and a beta of 1.23. The company has a debt-to-equity ratio of 3.52, a quick ratio of 0.77 and a current ratio of 0.77. The firm’s 50 day moving average price is $192.77 and its two-hundred day moving average price is $180.61.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings data on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.02 by $0.41. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The firm had revenue of $20.58 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same period last year, the firm earned $2.60 earnings per share. The business’s revenue for the quarter was up 16.0% on a year-over-year basis. As a group, analysts forecast that Morgan Stanley will post 11.85 EPS for the current year.

Morgan Stanley Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Thursday, April 30th were given a dividend of $1.00 per share. This represents a $4.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Thursday, April 30th. Morgan Stanley’s dividend payout ratio (DPR) is currently 36.23%.

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.