Morgan Stanley $MS Shares Purchased by Myriad Asset Management Advisors LLC

Myriad Asset Management Advisors LLC grew its stake in shares of Morgan Stanley (NYSE:MS) by 19.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 28,878 shares of the financial services provider’s stock after purchasing an additional 4,601 shares during the period. Morgan Stanley makes up about 1.4% of Myriad Asset Management Advisors LLC’s holdings, making the stock its 17th largest position. Myriad Asset Management Advisors LLC’s holdings in Morgan Stanley were worth $6,037,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in MS. Vanguard Group Inc. lifted its stake in shares of Morgan Stanley by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 119,718,100 shares of the financial services provider’s stock valued at $21,253,554,000 after purchasing an additional 1,361,940 shares during the period. State Street Corp grew its position in Morgan Stanley by 0.5% during the fourth quarter. State Street Corp now owns 103,854,751 shares of the financial services provider’s stock worth $18,437,334,000 after buying an additional 539,544 shares during the period. Geode Capital Management LLC increased its holdings in Morgan Stanley by 2.0% in the fourth quarter. Geode Capital Management LLC now owns 27,070,557 shares of the financial services provider’s stock valued at $4,786,350,000 after buying an additional 534,708 shares in the last quarter. Fisher Asset Management LLC increased its holdings in Morgan Stanley by 2.1% in the fourth quarter. Fisher Asset Management LLC now owns 25,018,335 shares of the financial services provider’s stock valued at $4,441,505,000 after buying an additional 524,189 shares in the last quarter. Finally, Bank of America Corp DE lifted its position in shares of Morgan Stanley by 0.5% during the 1st quarter. Bank of America Corp DE now owns 16,326,676 shares of the financial services provider’s stock valued at $2,686,881,000 after acquiring an additional 87,533 shares during the period. 84.19% of the stock is owned by institutional investors and hedge funds.

Morgan Stanley News Summary

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

• Positive Sentiment: Higher earnings forecast: Erste Group raised its FY2027 EPS estimate for Morgan Stanley to $13.70 from $13.65 and maintained a Buy rating. The estimate is above the broader consensus of $12.79, supporting the view that continued investment-banking, trading and wealth-management strength could drive earnings growth. Erste Group raises Morgan Stanley earnings estimate
• Positive Sentiment: $1.5 trillion innovation initiative: Morgan Stanley launched a U.S. Innovation Infrastructure Initiative targeting approximately $1.5 trillion in capital for infrastructure, technology and national-security-related investment. The program could expand the firm’s role in capital raising, advisory services and asset management, although the financial benefit is expected to develop over time. Morgan Stanley innovation infrastructure initiative
• Positive Sentiment: Real-estate investment deployment: Morgan Stanley Investment Management acquired a 1.5-million-square-foot Ace Hardware distribution facility in Kansas City for $158.5 million through its real-estate funds. The transaction demonstrates continued deployment of client capital and adds to Morgan Stanley’s alternative-investment platform, though it is not expected to materially affect near-term results. Morgan Stanley acquires Kansas City distribution facility
• Neutral Sentiment: Favorable market backdrop: Commentary comparing Morgan Stanley with Bank of America highlighted stronger capital-markets activity, trading volumes and improving investment-banking conditions in the first half of 2026. However, the comparison also noted Morgan Stanley’s relatively higher valuation and greater market exposure, which may limit upside if deal activity or trading conditions weaken. Bank of America versus Morgan Stanley investment comparison

Morgan Stanley Price Performance

MS stock opened at $217.71 on Thursday. Morgan Stanley has a 1 year low of $141.03 and a 1 year high of $232.25. The company has a debt-to-equity ratio of 3.65, a quick ratio of 0.79 and a current ratio of 0.79. The stock’s 50 day moving average price is $216.74 and its 200 day moving average price is $192.55. The firm has a market cap of $343.39 billion, a P/E ratio of 17.60, a PEG ratio of 1.52 and a beta of 1.22.

Morgan Stanley (NYSE:MS) last released its quarterly earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share 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 the consensus estimate of $19.67 billion. During the same quarter last year, the business posted $2.13 earnings per share. Morgan Stanley’s revenue was up 27.1% compared to the same quarter last year. On average, sell-side analysts expect that Morgan Stanley will post 12.79 earnings per share for the current fiscal year.

Morgan Stanley announced that its board has initiated a stock repurchase program on Wednesday, June 24th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the financial services provider to buy up to 5.6% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

Morgan Stanley Increases Dividend

The company 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. 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. The ex-dividend date is Friday, July 31st. Morgan Stanley’s payout ratio is presently 37.19%.

Wall Street Analyst Weigh In

MS has been the topic of several research analyst reports. Freedom Capital raised Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. Weiss Ratings raised Morgan Stanley from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 5th. Wells Fargo & Company boosted their target price on Morgan Stanley from $225.00 to $240.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 16th. Daiwa Securities Group raised their price target on Morgan Stanley from $175.00 to $198.00 and gave the company a “neutral” rating in a research report on Tuesday, May 5th. Finally, Zacks Research lowered shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, May 27th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Morgan Stanley has an average rating of “Moderate Buy” and an average 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.