Glenview Trust Co Reduces Holdings in Morgan Stanley $MS

Glenview Trust Co decreased its holdings in shares of Morgan Stanley (NYSE:MS) by 23.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 34,192 shares of the financial services provider’s stock after selling 10,441 shares during the period. Glenview Trust Co’s holdings in Morgan Stanley were worth $6,070,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Olistico Wealth LLC purchased a new stake in shares of Morgan Stanley during the fourth quarter worth about $27,000. Lodestone Wealth Management LLC purchased a new stake in shares of Morgan Stanley during the fourth quarter worth about $28,000. WFA of San Diego LLC acquired a new stake in shares of Morgan Stanley during the second quarter worth about $28,000. Greykasell Wealth Strategies Inc. lifted its holdings in shares of 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 purchasing an additional 73 shares during the period. Finally, Nvest Wealth Strategies Inc. acquired a new stake in shares of Morgan Stanley during the fourth quarter worth about $31,000. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Insider Buying and Selling at Morgan Stanley

In other Morgan Stanley news, insider Eric F. Grossman sold 11,118 shares of the business’s stock in a transaction that occurred on Monday, April 20th. The stock was 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 directly owned 169,403 shares of the company’s stock, valued at approximately $32,313,622.25. The trade was a 6.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Andrew M. Saperstein sold 51,668 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $188.59, for a total value of $9,744,068.12. Following the completion of the transaction, the insider directly owned 282,142 shares of the company’s stock, valued at $53,209,159.78. The trade was a 15.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 77,476 shares of company stock valued at $14,644,762. 0.17% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

MS has been the subject of a number of research reports. HSBC lifted their target price on Morgan Stanley from $153.00 to $177.00 and gave the stock a “hold” rating in a report on Friday, April 17th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $207.00 target price on shares of Morgan Stanley in a report on Thursday, April 16th. UBS Group lifted their target price on Morgan Stanley from $196.00 to $214.00 in a report on Wednesday, May 6th. JPMorgan Chase & Co. lifted their target price on Morgan Stanley from $173.00 to $179.00 and gave the stock a “neutral” rating in a report on Tuesday, March 10th. Finally, Zacks Research raised Morgan Stanley from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $205.95.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Zacks highlighted Morgan Stanley’s strong first-quarter 2026 performance, with gains driven by solid client activity and healthy investment banking and trading results, which supports the stock’s bullish momentum.
• Positive Sentiment: Recent market coverage also emphasized that Morgan Stanley has outperformed the broader market and much of the financial sector so far this year, reinforcing investor confidence in the stock.
• Neutral Sentiment: Morgan Stanley’s analysts issued several ratings actions on other companies, including an upgrade on Franklin Resources and cuts to targets on Edison International, Polaris, Southern Company, and others. These show the firm remains active and influential, but they are only indirect catalysts for MS. Article Title
• Neutral Sentiment: Commentary from Morgan Stanley portfolio manager Andrew Slimmon about the market not being in a dot-com bubble adds visibility for the firm, but it does not materially change the near-term outlook for MS stock. Article Title

Morgan Stanley Trading Up 0.1%

Shares of NYSE:MS opened at $201.18 on Tuesday. Morgan Stanley has a 12-month low of $123.88 and a 12-month high of $203.09. The company has a market capitalization of $317.32 billion, a PE ratio of 18.22, a PEG ratio of 1.51 and a beta of 1.22. The business has a 50 day moving average of $180.02 and a two-hundred day moving average of $176.36. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 3.52.

Morgan Stanley (NYSE:MS) last announced its quarterly 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 17.70% and a net margin of 14.65%.The company had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the previous year, the company posted $2.60 earnings per share. Morgan Stanley’s revenue for the quarter was up 16.0% on a year-over-year basis. As a group, analysts forecast that Morgan Stanley will post 11.85 EPS for the current year.

Morgan Stanley Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Thursday, April 30th were issued a $1.00 dividend. The ex-dividend date of this dividend was Thursday, April 30th. This represents a $4.00 dividend on an annualized basis and a yield of 2.0%. Morgan Stanley’s payout ratio is presently 36.23%.

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.