Morgan Stanley (NYSE:MS) Stock Holdings Raised by Atria Investments Inc

Atria Investments Inc lifted its stake in shares of Morgan Stanley (NYSE:MSFree Report) by 7.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 80,635 shares of the financial services provider’s stock after purchasing an additional 5,580 shares during the period. Atria Investments Inc’s holdings in Morgan Stanley were worth $6,586,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of MS. Norges Bank acquired a new stake in shares of Morgan Stanley during the fourth quarter worth $956,566,000. Moneta Group Investment Advisors LLC raised its stake in Morgan Stanley by 125,756.8% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 10,641,190 shares of the financial services provider’s stock worth $904,714,000 after acquiring an additional 10,632,735 shares during the period. Bank Julius Baer & Co. Ltd Zurich lifted its holdings in Morgan Stanley by 96,878.4% in the second quarter. Bank Julius Baer & Co. Ltd Zurich now owns 8,727,085 shares of the financial services provider’s stock worth $745,293,000 after acquiring an additional 8,718,086 shares during the last quarter. Ontario Teachers Pension Plan Board acquired a new position in Morgan Stanley in the first quarter valued at approximately $451,711,000. Finally, BlackRock Inc. boosted its stake in Morgan Stanley by 4.0% in the second quarter. BlackRock Inc. now owns 90,635,593 shares of the financial services provider’s stock valued at $7,740,280,000 after acquiring an additional 3,480,402 shares during the period. 83.09% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Barclays raised their price target on Morgan Stanley from $102.00 to $116.00 and gave the stock an “overweight” rating in a report on Tuesday, January 2nd. BMO Capital Markets boosted their price target on shares of Morgan Stanley from $106.00 to $107.00 and gave the company an “outperform” rating in a report on Wednesday, January 17th. StockNews.com began coverage on shares of Morgan Stanley in a report on Thursday, October 5th. They issued a “hold” rating on the stock. Keefe, Bruyette & Woods reissued a “market perform” rating and set a $91.00 target price (down from $102.00) on shares of Morgan Stanley in a research note on Wednesday, January 17th. Finally, HSBC lowered shares of Morgan Stanley from a “buy” rating to a “hold” rating and set a $96.00 price target on the stock. in a research note on Tuesday, January 9th. Thirteen equities research analysts have rated the stock with a hold rating, six have assigned a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $94.56.

Check Out Our Latest Stock Analysis on MS

Morgan Stanley Stock Performance

Shares of NYSE MS opened at $87.63 on Wednesday. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 2.70. Morgan Stanley has a 52-week low of $69.42 and a 52-week high of $100.99. The stock has a market capitalization of $143.83 billion, a price-to-earnings ratio of 16.95, a PEG ratio of 1.77 and a beta of 1.43. The stock’s fifty day simple moving average is $87.08 and its 200 day simple moving average is $84.25.

Morgan Stanley (NYSE:MSGet Free Report) last issued its earnings results on Tuesday, January 16th. The financial services provider reported $1.13 EPS for the quarter, topping the consensus estimate of $1.07 by $0.06. The business had revenue of $12.90 billion during the quarter, compared to analysts’ expectations of $12.77 billion. Morgan Stanley had a return on equity of 10.33% and a net margin of 9.49%. Morgan Stanley’s revenue was up 1.2% compared to the same quarter last year. During the same quarter last year, the firm posted $1.31 earnings per share. As a group, sell-side analysts forecast that Morgan Stanley will post 6.38 earnings per share for the current fiscal year.

Morgan Stanley Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 15th. Stockholders of record on Wednesday, January 31st will be given a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a dividend yield of 3.88%. The ex-dividend date is Tuesday, January 30th. Morgan Stanley’s dividend payout ratio (DPR) is 65.76%.

Insider Activity at Morgan Stanley

In other Morgan Stanley news, CFO Raja Akram sold 7,000 shares of Morgan Stanley stock in a transaction on Thursday, January 18th. The shares were sold at an average price of $83.56, for a total transaction of $584,920.00. Following the completion of the sale, the chief financial officer now owns 97,634 shares of the company’s stock, valued at approximately $8,158,297.04. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. In related news, Chairman James P. Gorman sold 50,000 shares of the stock in a transaction that occurred on Thursday, January 25th. The stock was sold at an average price of $87.93, for a total value of $4,396,500.00. Following the transaction, the chairman now owns 400,000 shares in the company, valued at $35,172,000. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Raja Akram sold 7,000 shares of Morgan Stanley stock in a transaction that occurred on Thursday, January 18th. The shares were sold at an average price of $83.56, for a total transaction of $584,920.00. Following the completion of the sale, the chief financial officer now owns 97,634 shares of the company’s stock, valued at $8,158,297.04. The disclosure for this sale can be found here. Over the last three months, insiders have sold 67,000 shares of company stock valued at $5,822,720. Corporate insiders own 0.24% of the company’s stock.

Morgan Stanley Profile

(Free Report)

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments.

Further Reading

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Institutional Ownership by Quarter for Morgan Stanley (NYSE:MS)

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