Dupont Capital Management Corp Has $13.78 Million Stake in Morgan Stanley $MS

Dupont Capital Management Corp trimmed its holdings in shares of Morgan Stanley (NYSE:MS) by 8.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 77,634 shares of the financial services provider’s stock after selling 7,377 shares during the quarter. Morgan Stanley comprises 1.6% of Dupont Capital Management Corp’s portfolio, making the stock its 18th biggest holding. Dupont Capital Management Corp’s holdings in Morgan Stanley were worth $13,782,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of MS. Olistico Wealth LLC acquired a new position in Morgan Stanley during the fourth quarter worth $27,000. Lodestone Wealth Management LLC acquired a new position in Morgan Stanley during the fourth quarter worth $28,000. WFA of San Diego LLC acquired a new position in Morgan Stanley during the second quarter worth $28,000. Greykasell Wealth Strategies Inc. increased its position in Morgan Stanley by 65.2% during the third quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock worth $29,000 after buying an additional 73 shares during the last quarter. Finally, Strive Asset Management LLC acquired a new position in Morgan Stanley during the third quarter worth $34,000. 84.19% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Morgan Stanley

In related news, insider Andrew M. Saperstein sold 30,330 shares of Morgan Stanley stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $183.62, for a total transaction of $5,569,194.60. Following the sale, the insider directly owned 280,481 shares of the company’s stock, valued at $51,501,921.22. This trade represents a 9.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Daniel A. Simkowitz sold 32,968 shares of Morgan Stanley stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $182.61, for a total value of $6,020,286.48. Following the sale, the insider directly owned 357,342 shares in the company, valued at approximately $65,254,222.62. This trade represents a 8.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 129,191 shares of company stock valued at $23,736,506 over the last quarter. Company insiders own 0.17% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on MS. Argus increased their target price on shares of Morgan Stanley from $210.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday. Barclays raised their price target on Morgan Stanley from $219.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday. BMO Capital Markets decreased their target price on Morgan Stanley from $215.00 to $190.00 and set an “outperform” rating for the company in a research note on Monday, April 6th. Keefe, Bruyette & Woods raised their target price on Morgan Stanley from $210.00 to $218.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $207.00 target price on shares of Morgan Stanley in a report on Thursday. Ten research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $197.67.

Key Morgan Stanley News

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

• Positive Sentiment: Q1 beat and business momentum: MS reported stronger‑than‑expected Q1 results (EPS and revenue), driven by record markets trading, robust investment‑banking activity and wealth‑management inflows; management also announced buybacks and a $1.00 quarterly dividend. Read More.
• Positive Sentiment: Analyst price‑target lifts and upgrades: Several firms raised targets or ratings after the print, supporting upside case and giving investors fresh valuation anchors. Read More.
• Positive Sentiment: New business channels: MS’s spot Bitcoin ETF attracted meaningful early inflows (~$100M+ in the first week), showing product traction and a potential recurring fee/asset channel for Wealth clients. Read More.
• Positive Sentiment: Regulatory / capital tailwind: CFO commentary and reporting suggest Morgan Stanley may see modest capital relief under an impending U.S. capital regime overhaul—could free capital for buybacks/dividends over time. Read More.
• Neutral Sentiment: Dividend confirmed: MS declared a $1.00 quarterly dividend (ex‑dividend date late April), which supports income investors but is priced in. Read More.
• Neutral Sentiment: Longer‑run strategy signals: Management and CFO commentary emphasized tokenization and wealth‑platform initiatives—positive strategically but long‑term in payoff. Read More.
• Negative Sentiment: Near‑term profit taking / resistance: The stock has pulled back after an initial post‑earnings pop as traders locked gains; some commentators note near‑term resistance despite the beat. Read More.
• Negative Sentiment: Insider selling and elevated expectations: Filings show insider sells and analysts flag that valuation is “hot” after the run — raising the risk of multiple compression if earnings momentum slows. Read More.
• Negative Sentiment: Macro/regulatory headlines remain a wildcard: Broader market moves (geopolitics, rates) and political probes into past Fed actions can periodically re‑rate big banks. Read More.

Morgan Stanley Stock Performance

MS opened at $187.07 on Friday. The firm has a market capitalization of $295.83 billion, a P/E ratio of 16.94, a price-to-earnings-growth ratio of 1.52 and a beta of 1.19. The stock’s 50 day moving average price is $168.65 and its two-hundred day moving average price is $170.48. The company has a quick ratio of 0.81, a current ratio of 0.81 and a debt-to-equity ratio of 3.39. Morgan Stanley has a 12-month low of $104.78 and a 12-month high of $194.59.

Morgan Stanley (NYSE:MS) last released its earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.02 by $0.41. Morgan Stanley had a return on equity of 17.89% and a net margin of 14.65%.The firm had revenue of $20.58 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the firm posted $2.60 EPS. The company’s revenue was up 16.0% on a year-over-year basis. On average, equities analysts forecast that Morgan Stanley will post 8.56 earnings per share for the current year.

Morgan Stanley Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be given a dividend of $1.00 per share. The ex-dividend date of this dividend is Thursday, April 30th. This represents a $4.00 dividend on an annualized basis and a yield of 2.1%. Morgan Stanley’s dividend payout ratio (DPR) is 39.18%.

Morgan Stanley 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.