Morgan Stanley $MS Stock Purchased by Summit Global Investments

Summit Global Investments raised its stake in Morgan Stanley (NYSE:MS) by 149.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,229 shares of the financial services provider’s stock after purchasing an additional 5,533 shares during the period. Summit Global Investments’ holdings in Morgan Stanley were worth $1,736,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of MS. Opinicus Capital Inc. boosted its stake in Morgan Stanley by 10.4% in the 3rd quarter. Opinicus Capital Inc. now owns 3,898 shares of the financial services provider’s stock valued at $733,000 after purchasing an additional 368 shares during the period. Aprio Wealth Management LLC increased its position in Morgan Stanley by 1.9% during the 3rd quarter. Aprio Wealth Management LLC now owns 7,933 shares of the financial services provider’s stock worth $1,492,000 after buying an additional 147 shares during the period. Modera Wealth Management LLC increased its position in Morgan Stanley by 7.0% during the 3rd quarter. Modera Wealth Management LLC now owns 9,821 shares of the financial services provider’s stock worth $1,847,000 after buying an additional 640 shares during the period. Whelan Financial lifted its holdings in shares of Morgan Stanley by 17.1% during the third quarter. Whelan Financial now owns 1,346 shares of the financial services provider’s stock worth $253,000 after buying an additional 197 shares in the last quarter. Finally, Lebenthal Global Advisors LLC lifted its holdings in shares of Morgan Stanley by 33.3% during the third quarter. Lebenthal Global Advisors LLC now owns 5,146 shares of the financial services provider’s stock worth $968,000 after buying an additional 1,285 shares in the last quarter. 84.19% of the stock is owned by institutional investors.

Morgan Stanley Stock Performance

NYSE MS opened at $184.38 on Monday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 3.65. The firm has a market capitalization of $290.82 billion, a price-to-earnings ratio of 14.63, a P/E/G ratio of 1.23 and a beta of 1.23. The firm’s 50 day simple moving average is $198.11 and its 200 day simple moving average is $194.29. Morgan Stanley has a 1 year low of $152.80 and a 1 year high of $232.25.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings data on Wednesday, October 14th. The financial services provider reported $3.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.93 by $0.10. Morgan Stanley had a net margin of 15.63% and a return on equity of 19.40%. The business had revenue of $20.34 billion for the quarter, compared to analysts’ expectations of $19.93 billion. During the same period last year, the firm posted $2.80 earnings per share. The firm’s quarterly revenue was up 11.6% compared to the same quarter last year. As a group, research analysts expect that Morgan Stanley will post 12.83 earnings per share for the current fiscal year.

Morgan Stanley Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be issued a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend is Friday, October 30th. Morgan Stanley’s dividend payout ratio (DPR) is currently 36.51%.

Wall Street Analyst Weigh In

MS has been the topic of several research reports. Freedom Capital upgraded shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of Morgan Stanley in a report on Wednesday, October 14th. Wells Fargo & Company dropped their price target on shares of Morgan Stanley from $223.00 to $217.00 and set an “equal weight” rating for the company in a research report on Thursday, October 15th. Keefe, Bruyette & Woods reiterated an “outperform” rating and issued a $230.00 price target (down from $250.00) on shares of Morgan Stanley in a research note on Thursday, October 15th. Finally, Citigroup reduced their price target on Morgan Stanley from $210.00 to $190.00 and set a “neutral” rating on the stock in a research report on Thursday, October 15th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $214.62.

Trending Headlines about 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?

About Morgan Stanley

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.