Key Points
- Insider sale: Morgan Stanley insider Daniel Simkowitz sold 32,968 shares on Jan. 30 at an average price of $182.61, raising about $6.02M and reducing his holding by 8.45% to 357,342 shares (≈$65.25M).
- Quarterly results beat: MS reported $2.68 EPS vs. $2.28 expected and $17.90B in revenue (up 10.3% YoY), supporting analyst sentiment of a "Moderate Buy" and an average target near $185.93.
- Dividend and valuation: the company declared a $1.00 quarterly dividend (annualized $4.00, ~2.2% yield, 39.18% payout ratio); the stock has a market cap of about $290.5B and a P/E around 17.9.
Morgan Stanley (NYSE:MS - Get Free Report) insider Daniel Simkowitz sold 32,968 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $182.61, for a total value of $6,020,286.48. Following the completion of the transaction, the insider directly owned 357,342 shares in the company, valued at approximately $65,254,222.62. This represents a 8.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink.
Morgan Stanley Trading Up 0.2%
Morgan Stanley stock opened at $182.81 on Friday. Morgan Stanley has a 52-week low of $94.33 and a 52-week high of $192.68. The company has a market cap of $290.54 billion, a P/E ratio of 17.90, a P/E/G ratio of 1.47 and a beta of 1.20. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.27. The business has a 50-day simple moving average of $179.18 and a two-hundred day simple moving average of $162.43.
Morgan Stanley (NYSE:MS - Get Free Report) last posted its quarterly earnings data on Thursday, January 15th. The financial services provider reported $2.68 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.28 by $0.40. The company had revenue of $17.90 billion for the quarter, compared to the consensus estimate of $17.69 billion. Morgan Stanley had a net margin of 14.09% and a return on equity of 16.92%. The firm's revenue was up 10.3% compared to the same quarter last year. During the same quarter last year, the firm posted $2.22 earnings per share. Analysts predict that Morgan Stanley will post 8.56 EPS for the current year.
Morgan Stanley Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be paid a $1.00 dividend. This represents a $4.00 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Friday, January 30th. Morgan Stanley's dividend payout ratio is 39.18%.
Institutional Trading of Morgan Stanley
A number of large investors have recently made changes to their positions in the business. Brighton Jones LLC lifted its stake in shares of Morgan Stanley by 10.2% in 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 during the last quarter. XML Financial LLC purchased a new stake in Morgan Stanley during the 2nd quarter valued at $210,000. Consolidated Portfolio Review Corp lifted its position in Morgan Stanley by 5.7% in the second quarter. Consolidated Portfolio Review Corp now owns 2,129 shares of the financial services provider's stock worth $300,000 after buying an additional 115 shares during the last quarter. Trust Co. of Vermont boosted its stake in Morgan Stanley by 1.9% during the second quarter. Trust Co. of Vermont now owns 14,301 shares of the financial services provider's stock worth $2,014,000 after buying an additional 264 shares during the period. Finally, BSW Wealth Partners increased its position in Morgan Stanley by 7.4% during the second quarter. BSW Wealth Partners now owns 5,699 shares of the financial services provider's stock valued at $803,000 after acquiring an additional 393 shares during the last quarter. 84.19% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
Several research firms have issued reports on MS. Dbs Bank raised Morgan Stanley to a "moderate buy" rating in a report on Wednesday, November 12th. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Morgan Stanley in a research report on Thursday, January 22nd. Jefferies Financial Group increased their target price on shares of Morgan Stanley from $186.00 to $212.00 and gave the stock a "buy" rating in a report on Tuesday, January 6th. Wolfe Research reissued an "outperform" rating and issued a $211.00 target price on shares of Morgan Stanley in a report on Wednesday, January 7th. Finally, Wells Fargo & Company raised their target price on shares of Morgan Stanley from $177.00 to $189.00 and gave the stock an "equal weight" rating in a research note on Monday, January 5th. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $185.93.
Get Our Latest Research Report on MS
More Morgan Stanley News
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Zacks highlights Morgan Stanley’s wealth & asset-management business as a durable, recurring-revenue engine that now accounts for the majority of firm revenues — a structural strength that supports more predictable fee income and helps justify a higher multiple for MS. MS Wealth & Asset Management Moat
- Positive Sentiment: MarketBeat/AmericanBankingNews notes the brokerage consensus on MS is “Moderate Buy,” reflecting broad analyst support after the company’s January quarter results and forward outlook — analyst backing tends to support upward price moves. Consensus Recommendation: Moderate Buy
- Neutral Sentiment: President Trump’s reported selection of former Fed governor Kevin Warsh as the nominee for Fed chair (Warsh has Morgan Stanley banking ties) is being discussed in the market; any perceived “connection” is indirect and more reputational than financial for MS, so impact is uncertain/likely muted. Warsh Named as Fed Chair
- Neutral Sentiment: Coverage notes and commentary by Morgan Stanley strategists (e.g., observations on bond-market dislocations and sector calls) underline the firm’s active research and trading flow — positive for fee and trading revenue over time but not an immediate catalyst. Morgan Stanley Exec on Bond Market
- Negative Sentiment: Insider sale: MS insider Daniel A. Simkowitz sold 32,968 shares at about $182.61 (~$6.0M). The trade reduces his stake materially (reported ~8.45% of his holdings) — sizable insider sales can create short-term selling pressure or signal personal liquidity needs, though one sale alone is not definitive about firm fundamentals. Insider Sale Filing
Morgan Stanley Company Profile
(
Get 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.
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