Jupiter Wealth Management LLC Buys Shares of 58,807 Morgan Stanley $MS

Jupiter Wealth Management LLC purchased a new position in shares of Morgan Stanley (NYSE:MS) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 58,807 shares of the financial services provider’s stock, valued at approximately $12,293,000. Morgan Stanley comprises about 4.9% of Jupiter Wealth Management LLC’s portfolio, making the stock its 6th largest position.

A number of other large investors have also modified their holdings of the company. Somerville Kurt F bought a new stake in Morgan Stanley in the 2nd quarter valued at about $1,296,000. Madison Asset Management LLC acquired a new stake in shares of Morgan Stanley in the second quarter valued at approximately $7,898,000. Knuff & Co LLC bought a new stake in shares of Morgan Stanley during the second quarter valued at approximately $246,000. Sound Financial Strategies Group LLC bought a new stake in shares of Morgan Stanley during the second quarter valued at approximately $210,000. Finally, Great Lakes Advisors LLC acquired a new position in shares of Morgan Stanley during the second quarter worth approximately $976,000. Institutional investors and hedge funds own 84.19% of the company’s stock.

Morgan Stanley Price Performance

Shares of NYSE:MS opened at $207.58 on Friday. Morgan Stanley has a 12 month low of $142.90 and a 12 month high of $232.25. The stock has a market cap of $327.41 billion, a price-to-earnings ratio of 16.78, a PEG ratio of 1.52 and a beta of 1.22. The stock’s 50 day moving average price is $217.16 and its 200 day moving average price is $193.98. The company has a debt-to-equity ratio of 3.65, a current ratio of 0.79 and a quick ratio of 0.79.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.57. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.The firm had revenue of $21.35 billion during the quarter, compared to analyst estimates of $19.67 billion. During the same period last year, the company posted $2.13 EPS. The firm’s quarterly revenue was up 27.1% on a year-over-year basis. Equities research analysts anticipate that Morgan Stanley will post 12.79 earnings per share for the current fiscal year.

Morgan Stanley declared that its board has initiated a share repurchase program on Wednesday, June 24th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the financial services provider to repurchase up to 5.6% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Morgan Stanley Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Friday, July 31st were issued a $1.15 dividend. This represents a $4.60 annualized dividend and a dividend yield of 2.2%. This is a positive change from Morgan Stanley’s previous quarterly dividend of $1.00. The ex-dividend date was Friday, July 31st. Morgan Stanley’s payout ratio is currently 37.19%.

Morgan Stanley News Roundup

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

• Positive Sentiment: Morgan Stanley selected Dallas for a major expansion outside New York, signaling long-term investment in Texas, potential operating-cost advantages, and broader access to talent. The move could support growth and geographic diversification, although it may also attract political scrutiny. Morgan Stanley picks Dallas for expansion outside NYC
• Positive Sentiment: Morgan Stanley’s research highlighted a potential 38-gigawatt power shortfall for AI data centers, identifying industrial and infrastructure companies that could benefit. This reinforces the firm’s advisory and research relevance in the fast-growing AI infrastructure market. Morgan Stanley Says AI Data Centers Face a 38-Gigawatt Power Gap
• Positive Sentiment: Morgan Stanley reportedly disclosed a 5.6% stake in IonQ, potentially providing upside if the quantum-computing investment appreciates. The position also demonstrates continued access to emerging-technology opportunities, though it is unlikely to materially affect Morgan Stanley’s earnings near term. Morgan Stanley Discloses 5.6% Stake in IonQ
• Neutral Sentiment: Morgan Stanley raised its gold outlook to above $5,000 per ounce by 2027, which may benefit commodities research, trading, and client activity. However, the forecast itself has limited direct impact on the company’s fundamentals. Morgan Stanley Forecasts Gold to Surpass $5,000 by 2027
• Negative Sentiment: A former advisor has accused Morgan Stanley of gender and disability discrimination, inappropriate pressure, confidentiality breaches, and denial of medical leave. The allegations are not adjudicated, but they create potential legal, compliance, and reputational risks. What Is Morgan Stanley Being Accused Of?
• Negative Sentiment: Scotiabank hired Richard Tory, described as Morgan Stanley’s leading Canadian banker. The departure could raise concerns about talent retention and competitive pressure in Morgan Stanley’s Canadian investment-banking operations. Scotiabank hires Morgan Stanley’s top Canada banker

Wall Street Analysts Forecast Growth

Several analysts recently commented on the company. Freedom Capital upgraded Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Dbs Bank boosted their price target on Morgan Stanley from $185.00 to $220.00 in a research report on Thursday, May 7th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $243.00 price target on shares of Morgan Stanley in a research note on Monday, July 20th. Daiwa Securities Group raised their price target on Morgan Stanley from $175.00 to $198.00 and gave the company a “neutral” rating in a report on Tuesday, May 5th. Finally, Keefe, Bruyette & Woods lifted their price objective on shares of Morgan Stanley from $225.00 to $250.00 and gave the company an “outperform” rating in a research note on Thursday, July 16th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $224.75.

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.