Morgan Stanley (NYSE:MS) Stock Holdings Lifted by Orion Portfolio Solutions LLC

Orion Portfolio Solutions LLC lifted its holdings in Morgan Stanley (NYSE:MS) by 12.2% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 7,426 shares of the financial services provider’s stock after buying an additional 805 shares during the quarter. Orion Portfolio Solutions LLC’s holdings in Morgan Stanley were worth $723,000 as of its most recent filing with the SEC.

Several other institutional investors have also bought and sold shares of the company. BlackRock Inc. grew its stake in shares of Morgan Stanley by 1.7% in the 2nd quarter. BlackRock Inc. now owns 120,525,147 shares of the financial services provider’s stock worth $11,050,949,000 after purchasing an additional 1,980,112 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Morgan Stanley by 3.6% during the second quarter. Geode Capital Management LLC now owns 24,120,241 shares of the financial services provider’s stock worth $2,205,047,000 after purchasing an additional 830,122 shares during the period. Massachusetts Financial Services Co. MA lifted its stake in Morgan Stanley by 9.1% in the third quarter. Massachusetts Financial Services Co. MA now owns 19,989,339 shares of the financial services provider’s stock valued at $1,945,162,000 after acquiring an additional 1,668,662 shares during the last quarter. Nuveen Asset Management LLC raised its position in shares of Morgan Stanley by 4.6% in the second quarter. Nuveen Asset Management LLC now owns 17,688,645 shares of the financial services provider’s stock valued at $1,621,873,000 after purchasing an additional 774,900 shares during the period. Finally, Bank of Montreal Can raised its position in shares of Morgan Stanley by 22.6% in the second quarter. Bank of Montreal Can now owns 10,864,798 shares of the financial services provider’s stock valued at $985,328,000 after purchasing an additional 2,002,254 shares during the period. Institutional investors own 84.09% of the company’s stock.

Several equities research analysts have issued reports on MS shares. Piper Sandler boosted their price target on shares of Morgan Stanley from $103.00 to $110.00 and gave the company a “neutral” rating in a report on Friday, October 15th. Barclays upped their price target on shares of Morgan Stanley from $110.00 to $123.00 and gave the stock an “overweight” rating in a research report on Monday, January 3rd. Credit Suisse Group upped their price target on shares of Morgan Stanley from $108.00 to $112.00 and gave the stock an “outperform” rating in a research report on Friday, October 15th. UBS Group boosted their price objective on Morgan Stanley from $119.00 to $125.00 and gave the stock a “buy” rating in a report on Tuesday, January 4th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of Morgan Stanley in a research note on Friday, December 17th. Ten analysts have rated the stock with a hold rating and twelve have given a buy rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and an average target price of $104.21.

In related news, Director Alistair Darling sold 1,000 shares of the business’s stock in a transaction on Tuesday, November 9th. The stock was sold at an average price of $99.46, for a total transaction of $99,460.00. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.23% of the company’s stock.

Shares of Morgan Stanley stock opened at $98.88 on Friday. The stock has a fifty day simple moving average of $99.69 and a 200 day simple moving average of $99.44. Morgan Stanley has a 12-month low of $66.85 and a 12-month high of $106.47. The company has a market capitalization of $177.43 billion, a P/E ratio of 12.63, a price-to-earnings-growth ratio of 1.74 and a beta of 1.53. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 2.31.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings data on Thursday, October 14th. The financial services provider reported $1.98 earnings per share for the quarter, topping the Thomson Reuters’ consensus estimate of $1.68 by $0.30. Morgan Stanley had a return on equity of 15.41% and a net margin of 24.42%. The business had revenue of $14.75 billion for the quarter, compared to analysts’ expectations of $13.95 billion. During the same quarter in the previous year, the firm earned $1.59 earnings per share. The business’s revenue was up 26.6% on a year-over-year basis. On average, analysts predict that Morgan Stanley will post 7.95 EPS for the current year.

Morgan Stanley Profile

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management.

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

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