Hillsdale Investment Management Inc. Boosts Stock Position in Morgan Stanley $MS

Hillsdale Investment Management Inc. raised its holdings in Morgan Stanley (NYSE:MS) by 49.8% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 33,720 shares of the financial services provider’s stock after acquiring an additional 11,210 shares during the quarter. Hillsdale Investment Management Inc.’s holdings in Morgan Stanley were worth $5,549,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Motiv8 Investments LLC purchased a new stake in shares of Morgan Stanley during the fourth quarter valued at $25,000. Purpose Unlimited Inc. bought a new stake in Morgan Stanley during the 4th quarter valued at about $25,000. Olistico Wealth LLC purchased a new stake in Morgan Stanley in the 4th quarter valued at about $27,000. Lodestone Wealth Management LLC bought a new position in Morgan Stanley in the 4th quarter worth about $28,000. Finally, Nvest Wealth Strategies Inc. bought a new stake in shares of Morgan Stanley during the fourth quarter valued at approximately $31,000. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Insider Buying and Selling

In other Morgan Stanley news, insider Eric F. Grossman sold 11,118 shares of the firm’s stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $190.75, for a total value of $2,120,758.50. Following the completion of the sale, the insider directly owned 169,403 shares in the company, valued at $32,313,622.25. This trade represents a 6.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Daniel A. Simkowitz sold 14,690 shares of Morgan Stanley stock in a transaction on Friday, April 17th. The stock was sold at an average price of $189.24, for a total transaction of $2,779,935.60. Following the completion of the transaction, the insider directly owned 365,802 shares in the company, valued at $69,224,370.48. This represents a 3.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 77,476 shares of company stock worth $14,644,762 in the last 90 days. 0.17% of the stock is owned by corporate insiders.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Analysts and media coverage are highlighting Morgan Stanley’s upcoming earnings as a potential catalyst, with expectations for strong trading and investment banking results. Morgan Stanley Stock Climbs: What's Happening Today?
• Positive Sentiment: Peers JPMorgan and Bank of America have already reported strong results, improving sentiment for the large-bank group heading into Morgan Stanley’s earnings. BANK OF AMERICA ($BAC) Releases Q2 2026 Earnings
• Positive Sentiment: Market commentary suggests U.S. banks could post broad earnings beats thanks to resilient capital markets activity and stronger wealth-management flows. US bank earnings could surprise to the upside as Bank of America highlights strong operating backdrop
• Neutral Sentiment: Morgan Stanley’s own analysts have also been active across other names, including raising price targets on Apple and Alnylam, reinforcing its influence in current market sentiment. Morgan Stanley Is Bullish on Apple Stock (AAPL), Expects Price Hikes to Boost Earnings
• Neutral Sentiment: Some commentary also notes Morgan Stanley itself may be trading at a stretched valuation ahead of earnings, which could limit upside if results disappoint. JPMorgan, Morgan Stanley, Bank of America: Three Major Banks, Three Different Verdicts

Morgan Stanley Price Performance

Shares of MS stock opened at $228.17 on Wednesday. Morgan Stanley has a 1-year low of $135.26 and a 1-year high of $232.11. The stock’s 50-day moving average is $209.98 and its 200 day moving average is $187.94. The company has a market cap of $359.89 billion, a P/E ratio of 20.67, a PEG ratio of 1.67 and a beta of 1.23. 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 announced its earnings results on Wednesday, April 15th. The financial services provider reported $3.43 EPS for the quarter, topping 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 business had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the previous year, the company posted $2.60 earnings per share. The firm’s revenue was up 16.0% on a year-over-year basis. Research analysts predict that Morgan Stanley will post 11.98 earnings per share for the current fiscal year.

Morgan Stanley declared that its Board of Directors has authorized a stock buyback program on Wednesday, June 24th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the financial services provider to purchase up to 5.6% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Analyst Ratings Changes

A number of brokerages recently issued reports on MS. Keefe, Bruyette & Woods boosted their price target on Morgan Stanley from $210.00 to $218.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. CICC Research lifted their target price on Morgan Stanley from $175.00 to $200.00 and gave the company an “outperform” rating in a research report on Tuesday, May 19th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $207.00 target price on shares of Morgan Stanley in a report on Thursday, April 16th. Weiss Ratings reissued a “buy (b-)” rating on shares of Morgan Stanley in a research report on Thursday, July 2nd. Finally, Argus increased their price target on Morgan Stanley from $210.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $215.20.

About Morgan Stanley

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.