Siligmueller & Norvid Wealth Advisors LLC Purchases New Position in Morgan Stanley $MS

Siligmueller & Norvid Wealth Advisors LLC acquired a new position in shares of Morgan Stanley (NYSE:MS) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 3,216 shares of the financial services provider’s stock, valued at approximately $511,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. WFA of San Diego LLC purchased a new position in shares of Morgan Stanley in the 2nd quarter worth approximately $28,000. Greykasell Wealth Strategies Inc. lifted its position in Morgan Stanley by 65.2% in the third quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock worth $29,000 after buying an additional 73 shares during the last quarter. Compass Financial Services Inc purchased a new position in Morgan Stanley during the second quarter worth $32,000. Family Legacy Financial Solutions LLC increased its position in Morgan Stanley by 91.9% during the third quarter. Family Legacy Financial Solutions LLC now owns 213 shares of the financial services provider’s stock valued at $34,000 after acquiring an additional 102 shares during the last quarter. Finally, Howard Hughes Medical Institute purchased a new stake in shares of Morgan Stanley in the second quarter valued at $38,000. 84.19% of the stock is currently owned by hedge funds and other institutional investors.

Morgan Stanley News Roundup

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

• Positive Sentiment: Q4 2025 earnings beat — Morgan Stanley reported $2.68 diluted EPS (above $2.28 consensus) and $17.9B revenue (above consensus), with profit and ROE improving versus year-ago results. That beat supports valuation multiples and investor confidence in core businesses. Morgan Stanley Q4 2025 earnings (Quiver)
• Positive Sentiment: Morgan Stanley Wealth Management is cutting transaction fees on private-share trading via its EquityZen marketplace, widening access to private markets for clients and potentially increasing platform volume and AUM-driven fees over time. This is a strategic, client-facing fee action that supports recurring fee growth. MS press release: EquityZen fee reduction
• Neutral Sentiment: Institutional positioning and research influence — filings and press coverage show Morgan Stanley increasing certain crypto-related stakes (e.g., BitMine) and remaining active with analyst coverage (initiations/ratings across GE, CoreWeave, etc.). These activities highlight diversified revenue/alpha generation but carry mixed risk/reward. Wall Street boosts Bitmine stakes (Cointelegraph)
• Neutral Sentiment: Research calls can move sectors — recent Morgan Stanley analyst notes (e.g., cautious stance ahead of CoreWeave earnings, new coverage of GE Aerospace) underscore the firm’s market influence; that can amplify short-term flows but is not a direct corporate catalyst for MS itself. TipRanks: Morgan Stanley on CoreWeave
• Negative Sentiment: Reputational/legal risk — reporting that Morgan Stanley opened accounts for Epstein-related trusts as late as 2019 could raise regulatory or reputational questions and short-term investor caution, particularly if follow-up scrutiny or legal exposure emerges. Yahoo Finance: Morgan Stanley opened accounts for Epstein trusts
• Negative Sentiment: Cash-flow and insider activity flagged in the quarter — while EPS/revenue beat, cash from operating activities swung materially negative (reported roughly -$2.4B) and the company disclosed multiple insider stock sales in recent filings. Those items can temper enthusiasm and are reasons some investors may trim positions despite the headline beat. Morgan Stanley Q4 2025 earnings (Quiver)

Morgan Stanley Stock Performance

MS stock opened at $175.25 on Friday. Morgan Stanley has a 1-year low of $94.33 and a 1-year high of $192.68. The business has a 50-day moving average price of $180.35 and a 200 day moving average price of $166.07. The company has a market capitalization of $278.53 billion, a P/E ratio of 17.16, a PEG ratio of 1.40 and a beta of 1.20. The company has a debt-to-equity ratio of 3.27, a current ratio of 0.79 and a quick ratio of 0.79.

Morgan Stanley (NYSE:MS) last posted its earnings results on Thursday, January 15th. The financial services provider reported $2.68 EPS for the quarter, beating analysts’ consensus estimates of $2.28 by $0.40. Morgan Stanley had a net margin of 14.09% and a return on equity of 16.92%. The business had revenue of $17.90 billion for the quarter, compared to the consensus estimate of $17.69 billion. During the same quarter last year, the firm posted $2.22 EPS. The company’s revenue for the quarter was up 10.3% on a year-over-year basis. As a group, equities research analysts forecast that Morgan Stanley will post 8.56 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were issued a dividend of $1.00 per share. The ex-dividend date was Friday, January 30th. This represents a $4.00 dividend on an annualized basis and a yield of 2.3%. Morgan Stanley’s dividend payout ratio is currently 39.18%.

Insider Buying and Selling at Morgan Stanley

In other news, insider Eric F. Grossman sold 21,555 shares of Morgan Stanley stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $184.00, for a total value of $3,966,120.00. Following the transaction, the insider directly owned 171,005 shares in the company, valued at approximately $31,464,920. This trade represents a 11.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Michael A. Pizzi sold 20,000 shares of the business’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $184.55, for a total value of $3,691,000.00. Following the completion of the transaction, the insider directly owned 127,872 shares of the company’s stock, valued at approximately $23,598,777.60. The trade was a 13.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 129,191 shares of company stock worth $23,736,506. 0.19% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. JPMorgan Chase & Co. upped their price target on shares of Morgan Stanley from $157.00 to $162.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Wells Fargo & Company upped their target price on Morgan Stanley from $177.00 to $189.00 and gave the company an “equal weight” rating in a research note on Monday, January 5th. BNP Paribas Exane increased their price target on Morgan Stanley from $170.00 to $195.00 in a report on Friday, January 16th. The Goldman Sachs Group restated a “neutral” rating on shares of Morgan Stanley in a report on Tuesday, January 6th. Finally, Jefferies Financial Group increased their target price on Morgan Stanley from $186.00 to $212.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Three research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $185.93.

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.