Morgan Stanley $MS Shares Bought by Mirabella Financial Services LLP

Mirabella Financial Services LLP grew its holdings in Morgan Stanley (NYSE:MS) by 151.0% in the third quarter, Holdings Channel.com reports. The institutional investor owned 18,925 shares of the financial services provider’s stock after acquiring an additional 11,386 shares during the quarter. Mirabella Financial Services LLP’s holdings in Morgan Stanley were worth $3,002,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Greykasell Wealth Strategies Inc. lifted its holdings in shares of Morgan Stanley by 65.2% during the third quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock worth $29,000 after purchasing an additional 73 shares during the period. WFA of San Diego LLC purchased a new position in shares of Morgan Stanley in the second quarter valued at $28,000. Family Legacy Financial Solutions LLC raised its stake in shares of Morgan Stanley by 91.9% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 213 shares of the financial services provider’s stock worth $34,000 after buying an additional 102 shares during the last quarter. Ameriflex Group Inc. boosted its position in shares of Morgan Stanley by 220.0% in the 3rd quarter. Ameriflex Group Inc. now owns 240 shares of the financial services provider’s stock worth $38,000 after buying an additional 165 shares in the last quarter. Finally, First PREMIER Bank boosted its position in shares of Morgan Stanley by 57.1% in the 3rd quarter. First PREMIER Bank now owns 245 shares of the financial services provider’s stock worth $39,000 after buying an additional 89 shares in the last quarter. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Insider Activity

In related news, CFO Sharon Yeshaya sold 15,838 shares of the stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $185.77, for a total value of $2,942,225.26. Following the completion of the sale, the chief financial officer directly owned 135,304 shares in the company, valued at approximately $25,135,424.08. This represents a 10.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Daniel A. Simkowitz sold 32,968 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $182.61, for a total value of $6,020,286.48. Following the transaction, the insider owned 357,342 shares in the company, valued at approximately $65,254,222.62. This represents a 8.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 129,191 shares of company stock valued at $23,736,506 in the last ninety days. 0.19% of the stock is owned by company insiders.

Morgan Stanley Price Performance

MS stock opened at $155.80 on Tuesday. The stock has a market capitalization of $247.39 billion, a price-to-earnings ratio of 15.26, a price-to-earnings-growth ratio of 1.24 and a beta of 1.20. The company has a quick ratio of 0.81, a current ratio of 0.81 and a debt-to-equity ratio of 3.39. Morgan Stanley has a 52-week low of $94.33 and a 52-week high of $192.68. The stock’s fifty day simple moving average is $175.50 and its 200-day simple moving average is $168.43.

Morgan Stanley (NYSE:MS) last released its earnings results on Thursday, January 15th. The financial services provider reported $2.68 earnings per share for the quarter, topping the consensus estimate of $2.28 by $0.40. The firm had revenue of $17.90 billion for the quarter, compared to the consensus estimate of $17.69 billion. Morgan Stanley had a return on equity of 16.78% and a net margin of 14.09%.The firm’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same period in the prior year, the business posted $2.22 earnings per share. Equities research analysts expect that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date was Friday, January 30th. Morgan Stanley’s payout ratio is presently 39.18%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on MS. Barclays raised their price objective on shares of Morgan Stanley from $183.00 to $219.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Morgan Stanley in a report on Thursday, January 22nd. Wells Fargo & Company raised their price target on Morgan Stanley from $177.00 to $189.00 and gave the stock an “equal weight” rating in a research report on Monday, January 5th. The Goldman Sachs Group reissued a “neutral” rating on shares of Morgan Stanley in a report on Tuesday, January 6th. Finally, Wolfe Research restated an “outperform” rating and issued a $211.00 price objective on shares of Morgan Stanley in a research report on Wednesday, January 7th. Two equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $187.14.

Key Headlines Impacting Morgan Stanley

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

• Positive Sentiment: Morgan Stanley research is active and visible — analysts at the firm have been issuing bullish/strategic calls across large-cap names (including a Morgan Stanley analyst recommending NVDA ahead of GTC and the firm elevating Coca‑Cola as a top consumer‑staples pick). Strong, high‑profile research helps MS’s institutional and sell‑side franchise, supporting fee and advisory credibility. Nvidia Stock Is Treading Water Below Its 50-Day Moving Average as GTC 2026 Kicks Off. How to Play It Here
• Positive Sentiment: MS research continues to move markets — Morgan Stanley raised profile/price targets on names such as Hewlett Packard Enterprise and flagged Coca‑Cola as a top staples pick, reinforcing the firm’s role in shaping institutional flows. Such published calls can boost trading and institutional engagement. Morgan Stanley Elevates Coca-Cola (KO) Stock to Top Consumer Staples Position
• Neutral Sentiment: Alumni hiring highlights MS’s talent pipeline — a former Morgan Stanley executive (Christine Plummer) was appointed CFO at Streamex. This underlines MS’s role as a feeder of senior finance talent but has no direct effect on MS’s earnings. Former Morgan Stanley Executive Joins Streamex as CFO
• Negative Sentiment: Key negative: Morgan Stanley limited withdrawals from a private‑credit fund (North Haven Private Income Fund) after ~11% redemption pressure — the firm joined BlackRock in gating redemptions. That raises near‑term liquidity, reputational and regulatory risk for MS’s asset‑management/private‑credit businesses and could pressure net inflows, fee revenue and client confidence if the episode broadens. Investors should watch for follow‑on disclosures, redemption dynamics across other funds, and potential regulatory scrutiny. Exclusive: Morgan Stanley And BlackRock Limit Withdrawals—Is Private Credit Gating A Crisis Or Market ‘Stabilizer’?
• Negative Sentiment: Macro risk flagged by Morgan Stanley strategists — the firm warned Chinese equities could drop up to 10% if a planned Trump‑Xi summit is delayed. Broader market stress from geopolitical or policy shocks would weigh on MS’s trading, wealth and advisory revenues. Chinese stocks could fall by up to 10% if Trump-Xi summit is delayed, Morgan Stanley strategists say

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.