Redwood Wealth Management Group LLC Has $201,000 Stock Position in Morgan Stanley $MS

Redwood Wealth Management Group LLC cut its holdings in Morgan Stanley (NYSE:MS) by 99.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,265 shares of the financial services provider’s stock after selling 213,735 shares during the quarter. Redwood Wealth Management Group LLC’s holdings in Morgan Stanley were worth $201,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MS. ORG Wealth Partners LLC raised its stake in Morgan Stanley by 123.1% during the third quarter. ORG Wealth Partners LLC now owns 1,680 shares of the financial services provider’s stock worth $267,000 after acquiring an additional 927 shares in the last quarter. Hidden Cove Wealth Management LLC bought a new stake in shares of Morgan Stanley during the 3rd quarter valued at approximately $264,000. Catalina Capital Group LLC bought a new stake in shares of Morgan Stanley during the 3rd quarter valued at approximately $273,000. Tanager Wealth Management LLP increased its position in Morgan Stanley by 4.3% during the 3rd quarter. Tanager Wealth Management LLP now owns 2,779 shares of the financial services provider’s stock worth $442,000 after purchasing an additional 114 shares in the last quarter. Finally, World Equity Group Inc. bought a new position in Morgan Stanley in the 3rd quarter valued at approximately $212,000. Institutional investors own 84.19% of the company’s stock.

Key Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley filed for spot Ethereum ETFs and has been active with in‑house spot Bitcoin and Solana trust filings — signaling a broadening of its crypto product shelf and potential to capture institutional distribution and fee flows. Morgan Stanley Files for Spot Ethereum ETFs
• Positive Sentiment: MS announced plans to launch a digital wallet in H2 2026 to support tokenized assets — an infrastructure move that complements its ETF filings and may expand custody, trading and advisory revenue opportunities. Morgan Stanley Announces Digital Wallet Launch
• Positive Sentiment: Firm promotions: Morgan Stanley elevated 184 employees to managing director amid a dealmaking revival — this suggests ramped investment banking coverage capacity and potential for higher advisory and M&A fees. Morgan Stanley Appoints 184 New Managing Directors
• Positive Sentiment: Analyst momentum: several outlets and research notes have turned more constructive (Zacks upgrade / other bullish commentary) ahead of MS’s upcoming earnings, supporting sentiment that the firm can beat expectations on wealth management and trading. Morgan Stanley Upgraded to Strong Buy (Zacks)
• Neutral Sentiment: Morgan Stanley research flagged macro/FX risk around U.S. intervention in Venezuela as a test for the dollar — a market theme that could lift trading volatility (good for trading revenue) but also heighten geopolitical risk. U.S. Intervention in Venezuela a ‘Test for the U.S. Dollar,’ Says Morgan Stanley
• Negative Sentiment: Not all analyst action is universally bullish — a recent note raised MS’s target modestly but kept a neutral rating (Benzinga summary), implying some strategists see limited near‑term upside from current levels. That creates mixed signals for investors weighing valuation vs. growth. Analyst note: price target change / neutral rating (Benzinga)

Insider Buying and Selling at Morgan Stanley

In other news, CEO Edward Pick sold 100,000 shares of the stock in a transaction on Friday, October 31st. The shares were sold at an average price of $164.34, for a total transaction of $16,434,000.00. Following the completion of the sale, the chief executive officer directly owned 574,986 shares in the company, valued at $94,493,199.24. This represents a 14.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.19% of the stock is currently owned by company insiders.

Morgan Stanley Trading Up 0.9%

Shares of MS stock opened at $186.41 on Friday. Morgan Stanley has a 1-year low of $94.33 and a 1-year high of $188.82. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 3.27. The stock has a market cap of $296.26 billion, a price-to-earnings ratio of 19.12, a PEG ratio of 1.21 and a beta of 1.20. The stock has a 50-day moving average of $172.98 and a 200-day moving average of $158.17.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings data on Wednesday, October 15th. The financial services provider reported $2.80 EPS for the quarter, topping analysts’ consensus estimates of $2.07 by $0.73. The company had revenue of $17.98 billion for the quarter, compared to analyst estimates of $16.42 billion. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The firm’s quarterly revenue was up 18.5% on a year-over-year basis. During the same period in the previous year, the firm earned $1.88 earnings per share. On average, equities research analysts forecast that Morgan Stanley will post 8.56 earnings per share for the current year.

Morgan Stanley Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were paid a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, October 31st. Morgan Stanley’s dividend payout ratio is currently 41.03%.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. Royal Bank Of Canada boosted their target price on shares of Morgan Stanley from $145.00 to $171.00 and gave the stock a “sector perform” rating in a research note on Wednesday, October 1st. The Goldman Sachs Group restated a “neutral” rating on shares of Morgan Stanley in a research report on Tuesday. Dbs Bank raised Morgan Stanley to a “moderate buy” rating in a report on Wednesday, November 12th. Jefferies Financial Group boosted their price target on Morgan Stanley from $186.00 to $212.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Morgan Stanley from $157.00 to $162.00 and gave the company a “neutral” rating in a report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Morgan Stanley has an average rating of “Moderate Buy” and an average target price of $181.85.

Morgan Stanley Company Profile

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.