Mediolanum International Funds Ltd lifted its holdings in Morgan Stanley (NYSE:MS – Free Report) by 5.6% during the 1st quarter, Holdings Channel reports. The fund owned 77,374 shares of the financial services provider’s stock after acquiring an additional 4,129 shares during the quarter. Mediolanum International Funds Ltd’s holdings in Morgan Stanley were worth $12,254,000 at the end of the most recent reporting period.
A number of other large investors have also bought and sold shares of the business. Vanguard Group Inc. boosted its stake in Morgan Stanley by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 119,718,100 shares of the financial services provider’s stock worth $21,253,554,000 after purchasing an additional 1,361,940 shares in the last quarter. State Street Corp increased its stake in shares of Morgan Stanley by 0.5% in the fourth quarter. State Street Corp now owns 103,854,751 shares of the financial services provider’s stock valued at $18,437,334,000 after buying an additional 539,544 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Morgan Stanley by 2.0% in the fourth quarter. Geode Capital Management LLC now owns 27,070,557 shares of the financial services provider’s stock valued at $4,786,350,000 after buying an additional 534,708 shares during the last quarter. Fisher Asset Management LLC raised its holdings in shares of Morgan Stanley by 2.1% in the fourth quarter. Fisher Asset Management LLC now owns 25,018,335 shares of the financial services provider’s stock valued at $4,441,505,000 after buying an additional 524,189 shares during the last quarter. Finally, Norges Bank acquired a new position in Morgan Stanley during the 4th quarter worth about $2,736,648,000. 84.19% of the stock is currently owned by institutional investors.
Trending Headlines about Morgan Stanley
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley reported blockbuster Q2 2026 results, with record net revenues of about $21.3 billion and earnings that beat expectations, reinforcing confidence in the company’s core businesses. Morgan Stanley (MS) Q2 2026 Earnings Call Highlights: Record Revenues and Strategic Growth …
- Positive Sentiment: The board declared a quarterly dividend of $1.15 per share, a 15% increase from the prior quarter, which signals confidence in earnings power and capital return capacity.
- Positive Sentiment: Analysts turned more constructive after the earnings release, with Keefe, Bruyette & Woods raising its price target to $250 and Erste Group lifting FY2027 EPS estimates, suggesting more upside may remain. Morgan Stanley had its price target raised by Keefe, Bruyette & Woods from $225.00 to $250.00
- Neutral Sentiment: New reports also pointed to Morgan Stanley’s E*TRADE crypto rollout and AI-related market activity, which could help broaden its platform appeal over time but are not likely the main short-term drivers of the stock move.
- Negative Sentiment: Some articles noted a downgrade-style view from Seeking Alpha and a JPMorgan target below the current share price, which may temper enthusiasm at the margin even after the strong earnings beat. Morgan Stanley Maintains Hold on Comstock Resources, Keeps Price Target Unchanged at $16 Amid Cash Outspend and Funding Concerns
Morgan Stanley Trading Down 0.1%
Morgan Stanley (NYSE:MS – Get Free Report) last issued its earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $0.57. The firm had revenue of $21.35 billion for the quarter, compared to analysts’ expectations of $19.67 billion. Morgan Stanley had a return on equity of 19.51% and a net margin of 15.65%.The company’s revenue was up 27.1% compared to the same quarter last year. During the same quarter last year, the business earned $2.13 earnings per share. Research analysts forecast that Morgan Stanley will post 12.55 EPS for the current year.
Morgan Stanley Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 31st will be given a $1.15 dividend. The ex-dividend date is Friday, July 31st. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.1%. This is a positive change from Morgan Stanley’s previous quarterly dividend of $1.00. Morgan Stanley’s dividend payout ratio is 32.34%.
Morgan Stanley announced that its Board of Directors has approved a stock buyback plan on Wednesday, June 24th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the financial services provider to reacquire up to 5.6% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.
Wall Street Analysts Forecast Growth
A number of equities research analysts have commented on MS shares. Erste Group Bank raised shares of Morgan Stanley from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Barclays boosted their target price on shares of Morgan Stanley from $230.00 to $262.00 and gave the stock an “overweight” rating in a research note on Thursday. UBS Group upped their target price on shares of Morgan Stanley from $214.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday, July 7th. Citigroup raised their price target on shares of Morgan Stanley from $220.00 to $235.00 and gave the company a “neutral” rating in a report on Friday. Finally, Citizens Jmp restated a “market perform” rating on shares of Morgan Stanley in a research report on Thursday, April 16th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Morgan Stanley has a consensus rating of “Moderate Buy” and a consensus target price of $220.80.
View Our Latest Report on Morgan Stanley
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.
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