Capital Analysts LLC Buys 904 Shares of Morgan Stanley (NYSE:MS)

26 Apr 2025, 10:06 by Renee Jackson · The Cerbat Gem

Capital Analysts LLC grew its stake in Morgan Stanley (NYSE:MS – Free Report) by 0.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 115,355 shares of the financial services provider’s stock after purchasing an additional 904 shares during the period. Capital Analysts LLC’s holdings in Morgan Stanley were worth $14,502,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Lindbrook Capital LLC increased its position in shares of Morgan Stanley by 1.2% during the fourth quarter. Lindbrook Capital LLC now owns 6,156 shares of the financial services provider’s stock valued at $774,000 after acquiring an additional 73 shares during the last quarter. 1ST Source Bank boosted its position in shares of Morgan Stanley by 0.5% during the 4th quarter. 1ST Source Bank now owns 15,925 shares of the financial services provider’s stock worth $2,002,000 after purchasing an additional 73 shares during the period. Moors & Cabot Inc. increased its holdings in Morgan Stanley by 1.6% in the 4th quarter. Moors & Cabot Inc. now owns 4,727 shares of the financial services provider’s stock valued at $594,000 after purchasing an additional 76 shares during the last quarter. DGS Capital Management LLC raised its position in Morgan Stanley by 1.8% in the fourth quarter. DGS Capital Management LLC now owns 4,408 shares of the financial services provider’s stock valued at $554,000 after purchasing an additional 77 shares during the period. Finally, Perfromance Wealth Partners LLC lifted its stake in Morgan Stanley by 2.7% during the fourth quarter. Perfromance Wealth Partners LLC now owns 3,004 shares of the financial services provider’s stock worth $378,000 after purchasing an additional 78 shares in the last quarter. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Insider Buying and Selling at Morgan Stanley

In related news, insider Eric F. Grossman sold 10,068 shares of the firm’s stock in a transaction dated Tuesday, April 15th. The stock was sold at an average price of $111.65, for a total transaction of $1,124,092.20. Following the transaction, the insider now owns 199,274 shares of the company’s stock, valued at $22,248,942.10. This trade represents a 4.81 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.19% of the stock is currently owned by insiders.

Morgan Stanley Trading Up 0.3 %

MS opened at $115.98 on Friday. The company has a debt-to-equity ratio of 3.14, a quick ratio of 0.80 and a current ratio of 0.80. Morgan Stanley has a one year low of $90.55 and a one year high of $142.03. The company has a market cap of $187.06 billion, a P/E ratio of 14.61, a PEG ratio of 1.18 and a beta of 1.30. The business’s 50-day simple moving average is $116.88 and its 200-day simple moving average is $124.51.

Morgan Stanley (NYSE:MS – Get Free Report) last announced its quarterly earnings results on Friday, April 11th. The financial services provider reported $2.60 EPS for the quarter, beating the consensus estimate of $2.21 by $0.39. The company had revenue of $17.74 billion for the quarter, compared to analyst estimates of $16.81 billion. Morgan Stanley had a net margin of 12.48% and a return on equity of 14.39%. The firm’s revenue was up 17.2% on a year-over-year basis. During the same period in the prior year, the firm posted $2.02 earnings per share. As a group, equities research analysts expect that Morgan Stanley will post 8.56 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, May 15th. Investors of record on Wednesday, April 30th will be given a $0.925 dividend. The ex-dividend date is Wednesday, April 30th. This represents a $3.70 dividend on an annualized basis and a yield of 3.19%. Morgan Stanley’s dividend payout ratio (DPR) is presently 43.43%.

Analyst Upgrades and Downgrades

MS has been the topic of several research analyst reports. JPMorgan Chase & Co. cut their price objective on Morgan Stanley from $125.00 to $122.00 and set a “neutral” rating on the stock in a report on Monday, April 14th. Barclays upped their target price on shares of Morgan Stanley from $155.00 to $156.00 and gave the stock an “overweight” rating in a research note on Friday, January 17th. UBS Group raised their price target on shares of Morgan Stanley from $130.00 to $140.00 and gave the company a “neutral” rating in a research report on Tuesday, January 21st. Wells Fargo & Company cut their price objective on Morgan Stanley from $130.00 to $120.00 and set an “equal weight” rating on the stock in a research report on Monday, April 14th. Finally, Bank of America decreased their target price on Morgan Stanley from $150.00 to $144.00 and set a “buy” rating for the company in a report on Wednesday, April 2nd. Twelve equities research analysts have rated the stock with a hold rating and five have assigned a buy rating to the company. According to MarketBeat, Morgan Stanley has an average rating of “Hold” and an average target price of $130.50.

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