Morgan Stanley $MS Shares Bought by Tema ETFs LLC

Tema ETFs LLC grew its holdings in Morgan Stanley (NYSE:MS) by 10.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 24,259 shares of the financial services provider’s stock after acquiring an additional 2,320 shares during the period. Tema ETFs LLC’s holdings in Morgan Stanley were worth $5,071,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. West Branch Capital LLC boosted its position in Morgan Stanley by 7.8% during the 2nd quarter. West Branch Capital LLC now owns 8,836 shares of the financial services provider’s stock worth $1,847,000 after purchasing an additional 640 shares during the period. William Mack & Associates Inc. purchased a new position in Morgan Stanley in the second quarter valued at about $246,000. Diversified Management Inc. lifted its stake in shares of Morgan Stanley by 13.4% during the second quarter. Diversified Management Inc. now owns 1,641 shares of the financial services provider’s stock worth $343,000 after purchasing an additional 194 shares in the last quarter. E. Ohman J or Asset Management AB boosted its position in shares of Morgan Stanley by 6.3% in the second quarter. E. Ohman J or Asset Management AB now owns 42,627 shares of the financial services provider’s stock worth $8,911,000 after buying an additional 2,510 shares during the period. Finally, Handelsbanken Fonder AB grew its stake in shares of Morgan Stanley by 14.8% in the second quarter. Handelsbanken Fonder AB now owns 526,074 shares of the financial services provider’s stock valued at $109,971,000 after buying an additional 67,900 shares in the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

Key Morgan Stanley News

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

• Positive Sentiment: Higher earnings forecast: Erste Group raised its FY2027 EPS estimate for Morgan Stanley to $13.70 from $13.65 and maintained a Buy rating. The estimate is above the broader consensus of $12.79, supporting the view that continued investment-banking, trading and wealth-management strength could drive earnings growth. Erste Group raises Morgan Stanley earnings estimate
• Positive Sentiment: $1.5 trillion innovation initiative: Morgan Stanley launched a U.S. Innovation Infrastructure Initiative targeting approximately $1.5 trillion in capital for infrastructure, technology and national-security-related investment. The program could expand the firm’s role in capital raising, advisory services and asset management, although the financial benefit is expected to develop over time. Morgan Stanley innovation infrastructure initiative
• Positive Sentiment: Real-estate investment deployment: Morgan Stanley Investment Management acquired a 1.5-million-square-foot Ace Hardware distribution facility in Kansas City for $158.5 million through its real-estate funds. The transaction demonstrates continued deployment of client capital and adds to Morgan Stanley’s alternative-investment platform, though it is not expected to materially affect near-term results. Morgan Stanley acquires Kansas City distribution facility
• Neutral Sentiment: Favorable market backdrop: Commentary comparing Morgan Stanley with Bank of America highlighted stronger capital-markets activity, trading volumes and improving investment-banking conditions in the first half of 2026. However, the comparison also noted Morgan Stanley’s relatively higher valuation and greater market exposure, which may limit upside if deal activity or trading conditions weaken. Bank of America versus Morgan Stanley investment comparison

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. Zacks Research lowered Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, May 27th. Evercore reaffirmed an “outperform” rating on shares of Morgan Stanley in a research report on Monday, July 6th. Dbs Bank boosted their target price on shares of Morgan Stanley from $185.00 to $220.00 in a research report on Thursday, May 7th. UBS Group upped their target price on shares of Morgan Stanley from $255.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, August 3rd. Finally, Rothschild & Co Redburn raised their price target on shares of Morgan Stanley from $183.00 to $195.00 and gave the company a “neutral” rating in a report on Thursday, June 25th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Morgan Stanley currently has a consensus rating of “Moderate Buy” and an average price target of $224.75.

Morgan Stanley Price Performance

Shares of NYSE MS opened at $217.71 on Thursday. Morgan Stanley has a fifty-two week low of $141.03 and a fifty-two week high of $232.25. The business has a 50 day moving average price of $216.74 and a two-hundred day moving average price of $192.55. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.65. The firm has a market cap of $343.39 billion, a PE ratio of 17.60, a price-to-earnings-growth ratio of 1.52 and a beta of 1.22.

Morgan Stanley (NYSE:MS) last announced its earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.57. The company had revenue of $21.35 billion for the quarter, compared to analyst estimates of $19.67 billion. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.Morgan Stanley’s quarterly revenue was up 27.1% on a year-over-year basis. During the same period in the prior year, the company posted $2.13 EPS. Sell-side analysts expect that Morgan Stanley will post 12.79 earnings per share for the current fiscal year.

Morgan Stanley Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 31st will be paid a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.1%. This is a boost from Morgan Stanley’s previous quarterly dividend of $1.00. The ex-dividend date is Friday, July 31st. Morgan Stanley’s payout ratio is presently 37.19%.

Morgan Stanley announced that its board has authorized a stock buyback program on Wednesday, June 24th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the financial services provider to reacquire up to 5.6% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board believes its shares are undervalued.

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.