Calamos Wealth Management LLC Purchases 9,345 Shares of Morgan Stanley $MS

Calamos Wealth Management LLC grew its position in shares of Morgan Stanley (NYSE:MS) by 12.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 87,236 shares of the financial services provider’s stock after purchasing an additional 9,345 shares during the quarter. Calamos Wealth Management LLC’s holdings in Morgan Stanley were worth $13,867,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Exchange Traded Concepts LLC increased its holdings in shares of Morgan Stanley by 97.4% in the third quarter. Exchange Traded Concepts LLC now owns 22,927 shares of the financial services provider’s stock worth $3,644,000 after buying an additional 11,311 shares during the period. Bahl & Gaynor Inc. increased its stake in Morgan Stanley by 8.2% in the 2nd quarter. Bahl & Gaynor Inc. now owns 6,252 shares of the financial services provider’s stock worth $881,000 after purchasing an additional 473 shares during the period. Sowell Financial Services LLC lifted its position in Morgan Stanley by 45.3% in the third quarter. Sowell Financial Services LLC now owns 30,854 shares of the financial services provider’s stock valued at $4,905,000 after purchasing an additional 9,619 shares during the last quarter. Advisors Capital Management LLC boosted its stake in shares of Morgan Stanley by 25.9% during the second quarter. Advisors Capital Management LLC now owns 9,996 shares of the financial services provider’s stock valued at $1,408,000 after purchasing an additional 2,058 shares during the period. Finally, Flputnam Investment Management Co. grew its holdings in shares of Morgan Stanley by 9.6% in the third quarter. Flputnam Investment Management Co. now owns 77,898 shares of the financial services provider’s stock worth $12,383,000 after purchasing an additional 6,796 shares during the last quarter. Institutional investors own 84.19% of the company’s stock.

Insider Activity at Morgan Stanley

In other news, CEO Edward Pick sold 100,000 shares of the company’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $164.34, for a total value of $16,434,000.00. Following the sale, the chief executive officer directly owned 574,986 shares of the company’s stock, valued at $94,493,199.24. This represents a 14.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.19% of the company’s stock.

Key Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley is serving as the intermediary on Nordea’s ongoing multi-market buyback — a sign of fee-generating investment‑banking/markets activity and institutional relationships that support non‑interest revenue. Nordea Continues Multi-Market Share Buyback with Morgan Stanley as Intermediary
• Positive Sentiment: The firm’s research is visible: Morgan Stanley named Western Digital a 2026 Top Pick and continues to publish influential coverage across sectors — this helps drive trading flows and strengthens MS’s research franchise (supporting recurring client activity). Morgan Stanley Names Western Digital (WDC) a 2026 Top Pick Amid Cloud Capital Expenditure Boom
• Positive Sentiment: Market commentary and coverage (Zacks pieces calling MS a momentum/trending stock) may attract retail and quant flows into MS shares, supporting demand over short horizons. Morgan Stanley (MS) is a Great Momentum Stock: Should You Buy?
• Neutral Sentiment: Morgan Stanley executed a large bulk buy in India (Ramkrishna Forgings, ~Rs95 crore) — evidence of active trading/EM execution desk activity but not material to MS’s overall results. Ramkrishna Forgings bulk deal: Morgan Stanley buys shares worth Rs 95 crore
• Neutral Sentiment: MS research revised coverage on other names (example: reduced PayPal price target) — shows active, sometimes cautious, analyst positioning that can influence client trading but is not a direct earnings signal for MS itself. Morgan Stanley Reduces Price Target on PayPal Holdings (PYPL)
• Negative Sentiment: Broader market pressure from mega-cap technology and cyclical movers (NVDA, TSLA and others) has dragged large-cap indices and ETFs — that spillover often weighs on bank/financial stocks like MS as traders de‑risk positions into year‑end. VOO is down 0.4% today, on NVDA stock price movement

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the stock. Zacks Research upgraded shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a report on Tuesday, October 21st. Wolfe Research raised shares of Morgan Stanley from a “peer perform” rating to an “outperform” rating and set a $198.00 price objective for the company in a research note on Monday, November 24th. BMO Capital Markets started coverage on shares of Morgan Stanley in a report on Friday, October 3rd. They set an “outperform” rating and a $180.00 target price for the company. Keefe, Bruyette & Woods boosted their price target on Morgan Stanley from $184.00 to $202.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. Finally, Barclays increased their price objective on Morgan Stanley from $156.00 to $183.00 and gave the stock an “overweight” rating in a report on Thursday, October 16th. Three equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, Morgan Stanley currently has an average rating of “Moderate Buy” and a consensus price target of $174.77.

Morgan Stanley Stock Performance

Shares of MS opened at $178.99 on Wednesday. The company has a 50-day simple moving average of $169.74 and a two-hundred day simple moving average of $155.49. The company has a debt-to-equity ratio of 3.27, a current ratio of 0.79 and a quick ratio of 0.79. The firm has a market capitalization of $284.47 billion, a PE ratio of 18.36, a price-to-earnings-growth ratio of 1.46 and a beta of 1.22. Morgan Stanley has a one year low of $94.33 and a one year high of $182.34.

Morgan Stanley (NYSE:MS) last posted its earnings results on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share for the quarter, topping analysts’ consensus estimates of $2.07 by $0.73. The firm had revenue of $17.98 billion for the quarter, compared to the consensus estimate of $16.42 billion. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The business’s revenue for the quarter was up 18.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.88 EPS. On average, analysts anticipate that Morgan Stanley will post 8.56 EPS for the current fiscal year.

Morgan Stanley Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were given a dividend of $1.00 per share. The ex-dividend date of this dividend was Friday, October 31st. This represents a $4.00 annualized dividend and a yield of 2.2%. Morgan Stanley’s dividend payout ratio (DPR) is currently 41.03%.

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.