Healthcare of Ontario Pension Plan Trust Fund Acquires 233,221 Shares of Morgan Stanley $MS

14 Jun 2026, 12:13 by Sarita Garza · The Markets Daily

Healthcare of Ontario Pension Plan Trust Fund raised its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 30.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,009,149 shares of the financial services provider’s stock after purchasing an additional 233,221 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Morgan Stanley were worth $179,154,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of MS. Brighton Jones LLC increased its stake in Morgan Stanley by 10.2% during the 4th quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider’s stock valued at $1,607,000 after purchasing an additional 1,185 shares in the last quarter. Main Street Financial Solutions LLC increased its stake in Morgan Stanley by 69.0% during the 2nd quarter. Main Street Financial Solutions LLC now owns 8,964 shares of the financial services provider’s stock valued at $1,263,000 after purchasing an additional 3,661 shares in the last quarter. Diversify Advisory Services LLC increased its stake in Morgan Stanley by 90.9% during the 2nd quarter. Diversify Advisory Services LLC now owns 16,148 shares of the financial services provider’s stock valued at $2,378,000 after purchasing an additional 7,688 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in Morgan Stanley by 6.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 263,575 shares of the financial services provider’s stock valued at $37,127,000 after purchasing an additional 15,623 shares in the last quarter. Finally, Jupiter Wealth Management LLC increased its stake in Morgan Stanley by 7.8% during the 2nd quarter. Jupiter Wealth Management LLC now owns 52,825 shares of the financial services provider’s stock valued at $7,805,000 after purchasing an additional 3,807 shares in the last quarter. Institutional investors own 84.19% of the company’s stock.

Insider Activity at Morgan Stanley

In related news, insider Eric F. Grossman sold 11,118 shares of the business’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $190.75, for a total value of $2,120,758.50. Following the sale, the insider directly owned 169,403 shares in the company, valued at approximately $32,313,622.25. The trade was a 6.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Andrew M. Saperstein sold 51,668 shares of the business’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $188.59, for a total value of $9,744,068.12. Following the completion of the sale, the insider owned 282,142 shares in the company, valued at $53,209,159.78. This represents a 15.48% 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 77,476 shares of company stock worth $14,644,762. Company insiders own 0.17% of the company’s stock.

Key Stories Impacting Morgan Stanley

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

Positive Sentiment: JPMorgan raised its price target on Morgan Stanley to $187 from $179 while keeping a neutral rating, signaling improved expectations even though the new target still implies downside from current levels.
Positive Sentiment: Media coverage highlighted Morgan Stanley’s “wide awake” posture on M&A opportunities as the bank pursues a $10 trillion wealth-management ambition, which could support longer-term growth through acquisitions in advisors, private markets, and alternatives.
Positive Sentiment: Additional reports emphasized Morgan Stanley’s continued strength in wealth management and its willingness to expand through inorganic growth, reinforcing the market’s view that the firm has multiple avenues for revenue growth.
Neutral Sentiment: One article noted Morgan Stanley’s stock has climbed near its 52-week high, which may be drawing attention to valuation and limiting upside in the near term.
Neutral Sentiment: Erste Group slightly lowered its FY2026 EPS estimate to $11.97 from $12.00, a minor change that does not appear to have altered the broader bullish tone.
Negative Sentiment: Some market commentary continues to frame Morgan Stanley’s valuation as stretched after a strong rally, and the stock’s proximity to its 52-week high may prompt profit-taking.

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Keefe, Bruyette & Woods boosted their price target on shares of Morgan Stanley from $210.00 to $218.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Royal Bank Of Canada restated a “sector perform” rating and set a $207.00 price target on shares of Morgan Stanley in a research note on Thursday, April 16th. HSBC lifted their price objective on shares of Morgan Stanley from $153.00 to $177.00 and gave the stock a “hold” rating in a report on Friday, April 17th. BNP Paribas Exane lifted their price objective on shares of Morgan Stanley from $195.00 to $205.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. Finally, UBS Group lifted their price objective on shares of Morgan Stanley from $196.00 to $214.00 in a report on Wednesday, May 6th. Twelve equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $206.35.

Check Out Our Latest Research Report on MS

Morgan Stanley Price Performance

Shares of NYSE:MS opened at $214.19 on Friday. The company’s 50-day moving average is $193.73 and its 200 day moving average is $180.84. The company has a debt-to-equity ratio of 3.52, a quick ratio of 0.77 and a current ratio of 0.77. The company has a market capitalization of $337.84 billion, a P/E ratio of 19.40, a price-to-earnings-growth ratio of 1.61 and a beta of 1.23. Morgan Stanley has a fifty-two week low of $128.81 and a fifty-two week high of $219.16.

Morgan Stanley (NYSE:MS – Get Free Report) last issued its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, topping analysts’ consensus estimates of $3.02 by $0.41. The company had revenue of $20.58 billion for the quarter, compared to the consensus estimate of $19.23 billion. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The firm’s quarterly revenue was up 16.0% on a year-over-year basis. During the same period in the previous year, the firm earned $2.60 EPS. On average, equities research analysts forecast that Morgan Stanley will post 11.85 earnings per share for the current year.

Morgan Stanley Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Thursday, April 30th were paid a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date was Thursday, April 30th. Morgan Stanley’s payout ratio is currently 36.23%.

Morgan Stanley Company Profile

(Free Report)

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.