Tema Etfs LLC Takes $3.47 Million Position in Morgan Stanley $MS

Tema Etfs LLC acquired a new stake in shares of Morgan Stanley (NYSE:MS) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 21,837 shares of the financial services provider’s stock, valued at approximately $3,471,000.

Several other institutional investors have also recently added to or reduced their stakes in the company. Moss Adams Wealth Advisors LLC grew its holdings in shares of Morgan Stanley by 0.5% during the third quarter. Moss Adams Wealth Advisors LLC now owns 13,222 shares of the financial services provider’s stock worth $2,102,000 after buying an additional 65 shares in the last quarter. Hanson & Doremus Investment Management lifted its stake in shares of Morgan Stanley by 8.1% during the third quarter. Hanson & Doremus Investment Management now owns 877 shares of the financial services provider’s stock valued at $139,000 after buying an additional 66 shares during the period. LeConte Wealth Management LLC boosted its position in Morgan Stanley by 3.7% during the third quarter. LeConte Wealth Management LLC now owns 1,841 shares of the financial services provider’s stock worth $293,000 after acquiring an additional 66 shares during the last quarter. Watts Gwilliam & Co. LLC grew its stake in Morgan Stanley by 2.3% in the 2nd quarter. Watts Gwilliam & Co. LLC now owns 3,090 shares of the financial services provider’s stock worth $435,000 after acquiring an additional 68 shares during the period. Finally, AssuredPartners Investment Advisors LLC raised its holdings in Morgan Stanley by 4.7% in the 3rd quarter. AssuredPartners Investment Advisors LLC now owns 1,518 shares of the financial services provider’s stock valued at $241,000 after acquiring an additional 68 shares during the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

More Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley filed for spot Ethereum ETFs and has been active with in‑house spot Bitcoin and Solana trust filings — signaling a broadening of its crypto product shelf and potential to capture institutional distribution and fee flows. Morgan Stanley Files for Spot Ethereum ETFs
• Positive Sentiment: MS announced plans to launch a digital wallet in H2 2026 to support tokenized assets — an infrastructure move that complements its ETF filings and may expand custody, trading and advisory revenue opportunities. Morgan Stanley Announces Digital Wallet Launch
• Positive Sentiment: Firm promotions: Morgan Stanley elevated 184 employees to managing director amid a dealmaking revival — this suggests ramped investment banking coverage capacity and potential for higher advisory and M&A fees. Morgan Stanley Appoints 184 New Managing Directors
• Positive Sentiment: Analyst momentum: several outlets and research notes have turned more constructive (Zacks upgrade / other bullish commentary) ahead of MS’s upcoming earnings, supporting sentiment that the firm can beat expectations on wealth management and trading. Morgan Stanley Upgraded to Strong Buy (Zacks)
• Neutral Sentiment: Morgan Stanley research flagged macro/FX risk around U.S. intervention in Venezuela as a test for the dollar — a market theme that could lift trading volatility (good for trading revenue) but also heighten geopolitical risk. U.S. Intervention in Venezuela a ‘Test for the U.S. Dollar,’ Says Morgan Stanley
• Negative Sentiment: Not all analyst action is universally bullish — a recent note raised MS’s target modestly but kept a neutral rating (Benzinga summary), implying some strategists see limited near‑term upside from current levels. That creates mixed signals for investors weighing valuation vs. growth. Analyst note: price target change / neutral rating (Benzinga)

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on MS shares. Royal Bank Of Canada raised their price objective on Morgan Stanley from $145.00 to $171.00 and gave the stock a “sector perform” rating in a report on Wednesday, October 1st. BMO Capital Markets assumed coverage on Morgan Stanley in a research report on Friday, October 3rd. They set an “outperform” rating and a $180.00 target price on the stock. Zacks Research upgraded Morgan Stanley from a “hold” rating to a “strong-buy” rating in a report on Tuesday, October 21st. Wells Fargo & Company upped their price objective on shares of Morgan Stanley from $177.00 to $189.00 and gave the company an “equal weight” rating in a research note on Monday, January 5th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Morgan Stanley from $157.00 to $162.00 and gave the stock a “neutral” rating in a report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $181.85.

Insider Activity at Morgan Stanley

In other news, CEO Edward Pick sold 100,000 shares of the firm’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $164.34, for a total value of $16,434,000.00. Following the transaction, the chief executive officer owned 574,986 shares of the company’s stock, valued at approximately $94,493,199.24. This trade represents a 14.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Corporate insiders own 0.19% of the company’s stock.

Morgan Stanley Stock Performance

Morgan Stanley stock opened at $186.41 on Monday. The company has a market cap of $296.26 billion, a price-to-earnings ratio of 19.12, a price-to-earnings-growth ratio of 1.21 and a beta of 1.20. Morgan Stanley has a 12 month low of $94.33 and a 12 month high of $188.82. The company has a debt-to-equity ratio of 3.27, a current ratio of 0.79 and a quick ratio of 0.79. The stock’s 50-day moving average is $172.98 and its 200-day moving average is $158.32.

Morgan Stanley (NYSE:MS) last issued its earnings results on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.07 by $0.73. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The business had revenue of $17.98 billion during the quarter, compared to analysts’ expectations of $16.42 billion. During the same quarter in the previous year, the business earned $1.88 EPS. The company’s revenue for the quarter was up 18.5% on a year-over-year basis. Equities analysts anticipate that Morgan Stanley will post 8.56 earnings per share for the current year.

Morgan Stanley Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were given a $1.00 dividend. The ex-dividend date of this dividend was Friday, October 31st. This represents a $4.00 annualized dividend and a dividend yield of 2.1%. Morgan Stanley’s dividend payout ratio is presently 41.03%.

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.