Morgan Stanley $MS Shares Purchased by Siemens Fonds Invest GmbH

Siemens Fonds Invest GmbH increased its holdings in shares of Morgan Stanley (NYSE:MS) by 6.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 53,200 shares of the financial services provider’s stock after purchasing an additional 3,188 shares during the quarter. Morgan Stanley accounts for approximately 0.5% of Siemens Fonds Invest GmbH’s portfolio, making the stock its 29th biggest position. Siemens Fonds Invest GmbH’s holdings in Morgan Stanley were worth $9,527,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MS. Brighton Jones LLC increased its position in shares of Morgan Stanley by 10.2% during the 4th quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider’s stock worth $1,607,000 after purchasing an additional 1,185 shares during the last quarter. Main Street Financial Solutions LLC increased its position in shares of Morgan Stanley by 69.0% during the 2nd quarter. Main Street Financial Solutions LLC now owns 8,964 shares of the financial services provider’s stock worth $1,263,000 after purchasing an additional 3,661 shares during the last quarter. Diversify Advisory Services LLC grew its position in Morgan Stanley by 90.9% in the 2nd quarter. Diversify Advisory Services LLC now owns 16,148 shares of the financial services provider’s stock valued at $2,378,000 after acquiring an additional 7,688 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its position in Morgan Stanley by 6.3% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 263,575 shares of the financial services provider’s stock valued at $37,127,000 after acquiring an additional 15,623 shares in the last quarter. Finally, Jupiter Wealth Management LLC grew its position in Morgan Stanley by 7.8% in the 2nd quarter. Jupiter Wealth Management LLC now owns 52,825 shares of the financial services provider’s stock valued at $7,805,000 after acquiring an additional 3,807 shares in the last quarter. 84.19% of the stock is owned by institutional investors and hedge funds.

Morgan Stanley News Roundup

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

• Positive Sentiment: Morgan Stanley said the bull market remains intact and could broaden further as investors rotate into cyclical sectors. The ‘Bull Market Is Intact,’ Says Morgan Stanley
• Positive Sentiment: The firm also highlighted stocks that can keep the rally going, reinforcing Morgan Stanley’s influence on market positioning and investor sentiment. These stocks have been beating the S&P 500 and could keep the bull market going, says Morgan Stanley
• Neutral Sentiment: Morgan Stanley was also in the news for stock-specific research calls, including upgrades and target hikes on names tied to AI infrastructure, data storage, and industrials, which reflects active and influential equity research coverage. Morgan Stanley (MS) Pounds the Table on These Data Storage Names

Morgan Stanley Stock Performance

Shares of MS opened at $220.65 on Wednesday. The stock has a 50-day simple moving average of $195.85 and a 200-day simple moving average of $181.71. The company has a debt-to-equity ratio of 3.52, a quick ratio of 0.77 and a current ratio of 0.77. The stock has a market capitalization of $348.03 billion, a PE ratio of 19.99, a PEG ratio of 1.63 and a beta of 1.23. Morgan Stanley has a 1 year low of $129.66 and a 1 year high of $222.30.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings data on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.02 by $0.41. The business had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $19.23 billion. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The business’s quarterly revenue was up 16.0% compared to the same quarter last year. During the same quarter last year, the business posted $2.60 EPS. On average, analysts predict that Morgan Stanley will post 11.87 earnings per share for the current fiscal year.

Morgan Stanley Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Thursday, April 30th were paid a $1.00 dividend. This represents a $4.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Thursday, April 30th. Morgan Stanley’s dividend payout ratio (DPR) is presently 36.23%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on MS shares. Keefe, Bruyette & Woods lifted their target price on Morgan Stanley from $210.00 to $218.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Daiwa Securities Group lifted their target price on Morgan Stanley from $175.00 to $198.00 and gave the company a “neutral” rating in a research report on Tuesday, May 5th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $207.00 target price on shares of Morgan Stanley in a research report on Thursday, April 16th. Wells Fargo & Company lifted their target price on Morgan Stanley from $189.00 to $200.00 and gave the company an “equal weight” rating in a research report on Thursday, April 16th. Finally, JPMorgan Chase & Co. lifted their target price on Morgan Stanley from $179.00 to $187.00 and gave the company a “neutral” rating in a research report on Friday, June 12th. Twelve analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $206.35.

Insider Activity

In other news, insider Daniel A. Simkowitz sold 14,690 shares of Morgan Stanley stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $189.24, for a total value of $2,779,935.60. Following the completion of the transaction, the insider owned 365,802 shares in the company, valued at approximately $69,224,370.48. This trade represents a 3.86% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Eric F. Grossman sold 11,118 shares of Morgan Stanley stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $190.75, for a total value of $2,120,758.50. Following the completion of the transaction, the insider owned 169,403 shares of the company’s stock, valued at $32,313,622.25. The trade was a 6.16% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 77,476 shares of company stock worth $14,644,762. 0.17% of the stock is currently owned by company insiders.

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.