Vise Technologies Inc. boosted its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 10.1% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 81,456 shares of the financial services provider’s stock after acquiring an additional 7,479 shares during the quarter. Vise Technologies Inc.’s holdings in Morgan Stanley were worth $15,320,000 at the end of the most recent reporting period.
Several other large investors have also added to or reduced their stakes in the company. Mitsubishi UFJ Financial Group Inc. purchased a new position in shares of Morgan Stanley in the second quarter worth about $78,825,883,310. Bank of America Corp DE increased its holdings in Morgan Stanley by 0.5% in the 1st quarter. Bank of America Corp DE now owns 16,326,676 shares of the financial services provider’s stock worth $2,686,881,000 after buying an additional 87,533 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Morgan Stanley by 1.7% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 11,206,144 shares of the financial services provider’s stock worth $2,342,532,000 after buying an additional 188,296 shares during the period. Bank of New York Mellon Corp raised its position in Morgan Stanley by 4.5% during the 1st quarter. Bank of New York Mellon Corp now owns 9,794,288 shares of the financial services provider’s stock worth $1,611,846,000 after buying an additional 422,775 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its position in Morgan Stanley by 0.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 7,235,756 shares of the financial services provider’s stock worth $1,190,585,000 after buying an additional 65,739 shares during the last quarter. Hedge funds and other institutional investors own 84.19% of the company’s stock.
Analysts Set New Price Targets
Several analysts have commented on MS shares. The Goldman Sachs Group restated a “neutral” rating on shares of Morgan Stanley in a research note on Wednesday, October 14th. Weiss Ratings raised shares of Morgan Stanley from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 5th. JPMorgan Chase & Co. raised their target price on shares of Morgan Stanley from $195.00 to $198.00 and gave the stock a “neutral” rating in a report on Friday, October 16th. Erste Group Bank lowered shares of Morgan Stanley from a “buy” rating to a “hold” rating in a report on Thursday, October 8th. Finally, BMO Capital Markets lowered their price target on shares of Morgan Stanley from $215.00 to $210.00 and set an “outperform” rating on the stock in a report on Monday, October 19th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $214.62.
Read Our Latest Research Report on Morgan Stanley
Morgan Stanley Stock Up 0.0%
MS stock opened at $184.38 on Monday. Morgan Stanley has a one year low of $152.80 and a one year high of $232.25. The company has a debt-to-equity ratio of 3.65, a quick ratio of 0.79 and a current ratio of 0.79. The firm’s fifty day moving average is $198.11 and its 200 day moving average is $194.29. The firm has a market cap of $290.82 billion, a PE ratio of 14.63, a P/E/G ratio of 1.23 and a beta of 1.23.
Morgan Stanley (NYSE:MS – Get Free Report) last posted its earnings results on Wednesday, October 14th. The financial services provider reported $3.03 EPS for the quarter, beating analysts’ consensus estimates of $2.93 by $0.10. The firm had revenue of $20.34 billion for the quarter, compared to analysts’ expectations of $19.93 billion. Morgan Stanley had a return on equity of 19.40% and a net margin of 15.63%. The company’s quarterly revenue was up 11.6% on a year-over-year basis. During the same period last year, the firm earned $2.80 EPS. On average, research analysts forecast that Morgan Stanley will post 12.83 EPS for the current year.
Morgan Stanley Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be issued a dividend of $1.15 per share. This represents a $4.60 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Friday, October 30th. Morgan Stanley’s dividend payout ratio (DPR) is presently 36.51%.
Key Headlines Impacting Morgan Stanley
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Strong deal activity supports investment-banking momentum. Morgan Stanley ranked among the leading advisers by deal value in the automotive, technology, media and telecom, and power sectors during the first three quarters of 2026. Sustained M&A activity could support advisory-fee revenue. Mitsubishi UFJ and Morgan Stanley lead automotive M&A financial advisers’ list Morgan Stanley leads TMT M&A advisers
- Positive Sentiment: Morgan Stanley is participating in a large AI infrastructure financing. The firm is part of a reported $63 billion financing structure involving Blackstone, Bank of America, and Citigroup to fund AI computing equipment leased to Anthropic. The transaction may create fee income and reinforce MS’s position in rapidly growing AI-related capital markets. Wall Street’s New $63 Billion AI Deal
- Neutral Sentiment: Analyst visibility remains high, but investor attention is focused on valuation. Morgan Stanley was among the most-watched stocks on Zacks, while commentary questioned whether its strong multiyear rally and current valuation are justified by returns on capital and future earnings growth. Shares were recently below both their 50-day and 200-day moving averages, signaling continued technical pressure.
- Negative Sentiment: AI exposure also introduces risk concerns. Commentary on the Anthropic financing warned that lenders and investors could face losses if AI hardware becomes obsolete, utilization disappoints, or AI-related valuations decline. Such concerns may weigh on sentiment toward MS even though the deal offers potential fee opportunities. Can Morgan Stanley Justify Its Price After AI Deal Wins?
Morgan Stanley Profile
Morgan Stanley (NYSE: MS) is a global financial services company that provides investment banking, securities, wealth management and investment management services to corporations, institutions, governments and individual investors. Founded in 1935, the company is headquartered in New York City and serves clients through operations across North America, Europe, Asia-Pacific and other international markets.
Through its Institutional Securities segment, Morgan Stanley offers investment banking, equity and fixed-income sales and trading, research, lending and related capital-markets services.
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