Morgan Stanley (NYSE:MS) Shares Acquired by Telos Capital Management Inc.

Telos Capital Management Inc. lifted its holdings in shares of Morgan Stanley (NYSE:MS) by 3.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 141,153 shares of the financial services provider’s stock after acquiring an additional 4,447 shares during the period. Morgan Stanley accounts for approximately 1.6% of Telos Capital Management Inc.’s investment portfolio, making the stock its 15th biggest holding. Telos Capital Management Inc.’s holdings in Morgan Stanley were worth $13,163,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. CGC Financial Services LLC raised its position in shares of Morgan Stanley by 5,200.0% during the 4th quarter. CGC Financial Services LLC now owns 265 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 260 shares in the last quarter. RVW Wealth LLC acquired a new position in Morgan Stanley during the third quarter worth approximately $27,000. Glass Jacobson Investment Advisors llc increased its position in Morgan Stanley by 77.3% during the third quarter. Glass Jacobson Investment Advisors llc now owns 328 shares of the financial services provider’s stock worth $27,000 after buying an additional 143 shares during the period. DHJJ Financial Advisors Ltd. acquired a new position in Morgan Stanley during the third quarter worth approximately $28,000. Finally, Janiczek Wealth Management LLC increased its position in Morgan Stanley by 810.8% during the third quarter. Janiczek Wealth Management LLC now owns 337 shares of the financial services provider’s stock worth $28,000 after buying an additional 300 shares during the period. Institutional investors and hedge funds own 84.19% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on MS. Bank of America lifted their price target on Morgan Stanley from $95.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, January 4th. TheStreet raised Morgan Stanley from a “c+” rating to a “b” rating in a report on Wednesday, March 6th. Keefe, Bruyette & Woods boosted their target price on Morgan Stanley from $91.00 to $94.00 and gave the company a “market perform” rating in a report on Friday, April 5th. Barclays boosted their target price on Morgan Stanley from $102.00 to $116.00 and gave the company an “overweight” rating in a report on Tuesday, January 2nd. Finally, Cfra boosted their target price on Morgan Stanley from $97.00 to $108.00 and gave the company a “buy” rating in a report on Tuesday. Thirteen equities research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $95.66.

Insiders Place Their Bets

In other news, Chairman James P. Gorman sold 100,000 shares of the business’s stock in a transaction on Monday, February 12th. The stock was sold at an average price of $87.30, for a total value of $8,730,000.00. Following the completion of the transaction, the chairman now directly owns 350,000 shares of the company’s stock, valued at $30,555,000. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. In other news, Chairman James P. Gorman sold 100,000 shares of the business’s stock in a transaction on Monday, February 12th. The stock was sold at an average price of $87.30, for a total value of $8,730,000.00. Following the completion of the transaction, the chairman now directly owns 350,000 shares of the company’s stock, valued at $30,555,000. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Chairman James P. Gorman sold 50,000 shares of the business’s stock in a transaction on Thursday, January 25th. The stock was sold at an average price of $87.93, for a total value of $4,396,500.00. Following the completion of the transaction, the chairman now directly owns 400,000 shares of the company’s stock, valued at $35,172,000. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 208,155 shares of company stock worth $18,149,314. 0.24% of the stock is owned by corporate insiders.

Morgan Stanley Price Performance

MS traded up $1.03 during trading on Wednesday, reaching $90.17. 5,612,218 shares of the stock were exchanged, compared to its average volume of 8,888,126. The business’s 50 day moving average price is $88.65 and its two-hundred day moving average price is $84.78. The company has a debt-to-equity ratio of 2.89, a current ratio of 0.75 and a quick ratio of 0.75. The company has a market capitalization of $146.67 billion, a price-to-earnings ratio of 17.24, a P/E/G ratio of 1.76 and a beta of 1.43. Morgan Stanley has a 1 year low of $69.42 and a 1 year high of $95.57.

Morgan Stanley (NYSE:MS) last posted its earnings results on Tuesday, April 16th. The financial services provider reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.72 by $0.30. The company had revenue of $15.14 billion for the quarter, compared to the consensus estimate of $14.42 billion. Morgan Stanley had a return on equity of 10.36% and a net margin of 9.49%. Morgan Stanley’s quarterly revenue was up 4.3% compared to the same quarter last year. During the same period in the previous year, the business earned $1.70 earnings per share. As a group, equities research analysts anticipate that Morgan Stanley will post 6.36 earnings per share for the current year.

About Morgan Stanley

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments.