Texas Capital Bank Wealth Management Services Inc Buys 5,080 Shares of Morgan Stanley $MS

Texas Capital Bank Wealth Management Services Inc grew its stake in shares of Morgan Stanley (NYSE:MS) by 7.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 74,097 shares of the financial services provider’s stock after acquiring an additional 5,080 shares during the quarter. Morgan Stanley comprises about 0.8% of Texas Capital Bank Wealth Management Services Inc’s investment portfolio, making the stock its 28th biggest position. Texas Capital Bank Wealth Management Services Inc’s holdings in Morgan Stanley were worth $13,154,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the stock. Vanguard Group Inc. lifted its position in shares of Morgan Stanley by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 119,718,100 shares of the financial services provider’s stock valued at $21,253,554,000 after acquiring an additional 1,361,940 shares during the period. Capital International Investors raised its holdings in shares of Morgan Stanley by 0.6% during the 3rd quarter. Capital International Investors now owns 27,321,214 shares of the financial services provider’s stock worth $4,343,523,000 after buying an additional 167,487 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Morgan Stanley by 2.0% during the 4th quarter. Geode Capital Management LLC now owns 27,070,557 shares of the financial services provider’s stock worth $4,786,350,000 after buying an additional 534,708 shares in the last quarter. Fisher Asset Management LLC increased its holdings in Morgan Stanley by 2.1% in the 4th quarter. Fisher Asset Management LLC now owns 25,018,335 shares of the financial services provider’s stock worth $4,441,505,000 after purchasing an additional 524,189 shares in the last quarter. Finally, Ameriprise Financial Inc. raised its position in Morgan Stanley by 6.1% in the third quarter. Ameriprise Financial Inc. now owns 14,260,650 shares of the financial services provider’s stock valued at $2,267,847,000 after purchasing an additional 822,120 shares during the last quarter. 84.19% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research firms have recently weighed in on MS. Citizens Jmp restated a “market perform” rating on shares of Morgan Stanley in a report on Thursday, April 16th. Wolfe Research reduced their price target on Morgan Stanley from $221.00 to $197.00 and set an “outperform” rating on the stock in a report on Wednesday, April 1st. Wells Fargo & Company boosted their price target on Morgan Stanley from $189.00 to $200.00 and gave the stock an “equal weight” rating in a report on Thursday, April 16th. Daiwa Securities Group boosted their price target on Morgan Stanley from $175.00 to $198.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. Finally, Bank of America boosted their price target on Morgan Stanley from $220.00 to $225.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, Morgan Stanley currently has a consensus rating of “Moderate Buy” and a consensus price target of $205.95.

Insider Activity at Morgan Stanley

In related news, insider Eric F. Grossman sold 11,118 shares of the company’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the sale, the insider owned 169,403 shares in the company, valued at $32,313,622.25. This represents a 6.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Daniel A. Simkowitz sold 14,690 shares of the company’s stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $189.24, for a total value of $2,779,935.60. Following the sale, the insider owned 365,802 shares in the company, valued at approximately $69,224,370.48. The trade was a 3.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 77,476 shares of company stock worth $14,644,762 in the last 90 days. Corporate insiders own 0.17% of the company’s stock.

More Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley’s analysts were cited in several bullish calls across equities, including upgrades/positive views that helped lift sentiment in names like AppLovin, Semtech, and others, highlighting the firm’s influence and strong research franchise. AppLovin Stock (APP) Jumps 11% after Bullish Morgan Stanley Call
• Positive Sentiment: Goldman Sachs raised its S&P 500 target on expectations for AI-driven earnings growth, adding to the broader market’s constructive backdrop for large financial firms like Morgan Stanley. Goldman Raises S&P 500 Target, Sees 17% Upside This Year
• Neutral Sentiment: Published commentary said Senator Elizabeth Warren is pressing regulators to reconsider an exemption that helped Morgan Stanley integrate its German investment bank into its U.S. holding company, which could increase regulatory scrutiny but does not yet amount to a direct financial hit. Warren Scrutiny Of German Unit Exemption Tests Morgan Stanley Valuation Narrative

Morgan Stanley Trading Down 0.0%

Shares of MS stock opened at $201.66 on Thursday. The stock has a market cap of $318.08 billion, a price-to-earnings ratio of 18.27, a PEG ratio of 1.51 and a beta of 1.22. The stock has a 50-day moving average of $181.87 and a 200-day moving average of $176.88. 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 has a 1-year low of $126.35 and a 1-year high of $203.92.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, beating the consensus estimate of $3.02 by $0.41. The company had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $19.23 billion. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The business’s quarterly revenue was up 16.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.60 earnings per share. On average, equities research analysts forecast that Morgan Stanley will post 11.85 earnings per share for the current year.

Morgan Stanley Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Thursday, April 30th were given a dividend of $1.00 per share. The ex-dividend date was Thursday, April 30th. This represents a $4.00 annualized dividend and a dividend yield of 2.0%. Morgan Stanley’s dividend payout ratio is presently 36.23%.

About Morgan Stanley

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.