US Bancorp DE Has $118.25 Million Stock Holdings in Morgan Stanley $MS

US Bancorp DE trimmed its stake in shares of Morgan Stanley (NYSE:MS) by 1.5% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 743,889 shares of the financial services provider’s stock after selling 11,465 shares during the quarter. US Bancorp DE’s holdings in Morgan Stanley were worth $118,250,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Catalyst Financial Partners LLC grew its stake in Morgan Stanley by 2.8% during the third quarter. Catalyst Financial Partners LLC now owns 7,491 shares of the financial services provider’s stock worth $1,191,000 after buying an additional 204 shares in the last quarter. GGM Financials LLC bought a new stake in shares of Morgan Stanley during the 3rd quarter worth approximately $140,000. Bradley Foster & Sargent Inc. CT boosted its position in shares of Morgan Stanley by 2.1% during the 3rd quarter. Bradley Foster & Sargent Inc. CT now owns 17,414 shares of the financial services provider’s stock worth $2,768,000 after acquiring an additional 353 shares in the last quarter. JFS Wealth Advisors LLC increased its stake in Morgan Stanley by 501.6% in the third quarter. JFS Wealth Advisors LLC now owns 3,700 shares of the financial services provider’s stock valued at $588,000 after acquiring an additional 3,085 shares during the last quarter. Finally, Waddell & Associates LLC increased its stake in Morgan Stanley by 10.3% in the third quarter. Waddell & Associates LLC now owns 3,067 shares of the financial services provider’s stock valued at $488,000 after acquiring an additional 286 shares during the last quarter. 84.19% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Michael A. Pizzi sold 20,000 shares of the stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $184.55, for a total transaction of $3,691,000.00. Following the sale, the insider owned 127,872 shares in the company, valued at $23,598,777.60. This represents a 13.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Eric F. Grossman sold 21,555 shares of the business’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $184.00, for a total value of $3,966,120.00. Following the transaction, the insider owned 171,005 shares of the company’s stock, valued at $31,464,920. This represents a 11.19% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 129,191 shares of company stock worth $23,736,506. Company insiders own 0.19% of the company’s stock.

Morgan Stanley Stock Up 2.9%

MS stock opened at $173.76 on Thursday. Morgan Stanley has a twelve month low of $94.33 and a twelve month high of $192.68. The company has a current ratio of 0.81, a quick ratio of 0.81 and a debt-to-equity ratio of 3.39. The company has a market capitalization of $275.91 billion, a P/E ratio of 17.02, a PEG ratio of 1.36 and a beta of 1.20. The firm has a 50 day simple moving average of $179.96 and a 200-day simple moving average of $166.84.

Morgan Stanley (NYSE:MS) last issued its earnings results on Thursday, January 15th. The financial services provider reported $2.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.28 by $0.40. The business had revenue of $17.90 billion for the quarter, compared to analyst estimates of $17.69 billion. Morgan Stanley had a net margin of 14.09% and a return on equity of 16.78%. The company’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.22 EPS. On average, equities research analysts predict that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Morgan Stanley Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were given a dividend of $1.00 per share. This represents a $4.00 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Friday, January 30th. Morgan Stanley’s dividend payout ratio is currently 39.18%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on MS shares. Barclays upped their target price on Morgan Stanley from $183.00 to $219.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Evercore downgraded Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 5th. JPMorgan Chase & Co. raised their price objective on Morgan Stanley from $157.00 to $162.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. Dbs Bank upgraded Morgan Stanley to a “moderate buy” rating in a research report on Wednesday, November 12th. Finally, Keefe, Bruyette & Woods increased their target price on shares of Morgan Stanley from $202.00 to $210.00 and gave the stock a “moderate buy” rating in a report on Friday, January 16th. Three analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $185.93.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Morgan Stanley’s liquidity cushion and capital-return capacity look strong: Zacks notes MS ended 2025 with about $386B of average liquidity, an 8% dividend increase and roughly $17.4B still available under a $20B buyback program — supportive for dividends and buybacks that boost shareholder returns. Does Morgan Stanley’s Liquidity Cushion Support Its Capital Returns?
• Positive Sentiment: Morgan Stanley Capital Partners (MSCP) continues active M&A/private equity investing — MSCP’s acquisition of Security 101 signals ongoing dealflow and fee‑generating activity in its investment management business. Morgan Stanley Capital Partners Acquires Security 101
• Neutral Sentiment: Ongoing analyst/research flow from Morgan Stanley (multiple TipRanks items) underscores the firm’s investment‑banking and research reach (a revenue driver over time) but isn’t a near‑term earnings surprise. Example: MS research cited on Trade Desk coverage. Trade Desk: Solid Kokai Adoption and CTV Momentum…
• Neutral Sentiment: Press and data show MS has recently outperformed the S&P 500 — supporting positive sentiment but not guaranteeing continued beat. Is Morgan Stanley Stock Outperforming the S&P 500?
• Negative Sentiment: Barron’s reports rising advisor‑recruiting costs at Morgan Stanley, which could pressure near‑term margins in wealth management — an important earnings driver for the bank. Morgan Stanley’s Advisor Recruiting Costs Pile Up
• Negative Sentiment: Regulatory/portfolio moves: a recent filing shows Morgan Stanley ceased to be a substantial holder in Pilbara Minerals — asset reductions by the firm (or its funds) can be read as portfolio rebalancing and may modestly affect trading flows. Morgan Stanley Ceases to Be Substantial Holder in PLS Group

Morgan Stanley 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.