Chemistry Wealth Management LLC Invests $639,000 in Morgan Stanley $MS

Chemistry Wealth Management LLC purchased a new position in shares of Morgan Stanley (NYSE:MS) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 3,055 shares of the financial services provider’s stock, valued at approximately $639,000.

Several other large investors also recently bought and sold shares of the business. CBIZ Investment Advisory Services LLC lifted its stake in Morgan Stanley by 12.3% in the 4th quarter. CBIZ Investment Advisory Services LLC now owns 502 shares of the financial services provider’s stock worth $89,000 after purchasing an additional 55 shares in the last quarter. Fielder Capital Group LLC grew its position in shares of Morgan Stanley by 1.4% in the fourth quarter. Fielder Capital Group LLC now owns 4,216 shares of the financial services provider’s stock valued at $748,000 after purchasing an additional 57 shares in the last quarter. Allen Capital Group LLC grew its position in shares of Morgan Stanley by 1.3% in the first quarter. Allen Capital Group LLC now owns 4,546 shares of the financial services provider’s stock valued at $748,000 after purchasing an additional 60 shares in the last quarter. Financial Management Professionals Inc. increased its holdings in shares of Morgan Stanley by 0.8% in the fourth quarter. Financial Management Professionals Inc. now owns 8,099 shares of the financial services provider’s stock valued at $1,438,000 after purchasing an additional 61 shares during the last quarter. Finally, Gallagher Capital Advisors LLC increased its holdings in shares of Morgan Stanley by 0.6% in the fourth quarter. Gallagher Capital Advisors LLC now owns 10,098 shares of the financial services provider’s stock valued at $1,837,000 after purchasing an additional 61 shares during the last quarter. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Morgan Stanley News Summary

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

• Positive Sentiment: Morgan Stanley hired Adam Kweskin, a diversified-industries banker from Bank of America, to join its Global Industrials Investment Banking Group. The addition could strengthen the firm’s dealmaking capacity and support investment-banking fees if corporate activity remains robust. Morgan Stanley hires BofA’s Kweskin to cover diversified industries
• Positive Sentiment: Reports highlighted improving capital-markets conditions and continued strength in Morgan Stanley’s wealth-management business, reinforcing the investment case for its more diversified revenue mix. Why Is Wealth Management Anchoring Morgan Stanley?
• Positive Sentiment: Morgan Stanley-led banks are reportedly preparing to distribute approximately $15 billion of debt associated with a Google-backed Anthropic data center. The transaction underscores Morgan Stanley’s opportunity to generate fees from the rapidly expanding artificial-intelligence infrastructure financing market. Morgan Stanley-led banks to offload debt tied to Anthropic data center
• Neutral Sentiment: Approval of a key element of Morgan Stanley’s proposed billion-dollar Dallas regional hub represents a long-term investment in its operating footprint, though the project is not expected to materially affect near-term earnings. Morgan Stanley’s possible downtown hub gets sign approval
• Neutral Sentiment: The firm’s second-quarter Morgan Stanley Direct Lending Fund update provides additional visibility into its private-credit platform, but the available report does not include enough detail to determine a meaningful impact on MS valuation. Morgan Stanley Direct Lending Fund Posts Q2 2026 Results
• Negative Sentiment: Another Morgan Stanley banker reportedly moved to Abu Dhabi’s ADNOC, highlighting the ongoing risk of losing experienced dealmakers as global energy and investment activity intensifies. Another Morgan Stanley Banker Lands Top Investment Role at ADNOC

Morgan Stanley Trading Up 1.2%

MS opened at $216.23 on Friday. Morgan Stanley has a one year low of $141.03 and a one year high of $232.25. The stock has a market capitalization of $341.06 billion, a PE ratio of 17.48, a P/E/G ratio of 1.53 and a beta of 1.22. The business’s 50 day moving average price is $216.53 and its 200 day moving average price is $191.84. The company has a debt-to-equity ratio of 3.65, a quick ratio of 0.77 and a current ratio of 0.79.

Morgan Stanley (NYSE:MS) last posted its earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $0.57. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.The company had revenue of $21.35 billion during the quarter, compared to analysts’ expectations of $19.67 billion. During the same quarter last year, the firm earned $2.13 earnings per share. The firm’s quarterly revenue was up 27.1% compared to the same quarter last year. As a group, equities research analysts expect that Morgan Stanley will post 12.79 EPS for the current year.

Morgan Stanley declared that its board has approved a share buyback plan on Wednesday, June 24th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the financial services provider to reacquire up to 5.6% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board of directors believes its stock is undervalued.

Morgan Stanley Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Friday, July 31st will be issued a dividend of $1.15 per share. The ex-dividend date is Friday, July 31st. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.1%. This is a boost from Morgan Stanley’s previous quarterly dividend of $1.00. Morgan Stanley’s dividend payout ratio (DPR) is currently 37.19%.

Analyst Ratings Changes

MS has been the topic of a number of recent research reports. Royal Bank Of Canada reissued a “sector perform” rating and set a $243.00 price objective on shares of Morgan Stanley in a research note on Monday, July 20th. Keefe, Bruyette & Woods raised their target price on Morgan Stanley from $225.00 to $250.00 and gave the stock an “outperform” rating in a research note on Thursday, July 16th. Jefferies Financial Group upgraded Morgan Stanley from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Oppenheimer cut shares of Morgan Stanley from a “market perform” rating to an “underperform” rating in a research report on Tuesday, June 30th. Finally, Zacks Research lowered shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Wednesday, May 27th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $224.75.

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.