Glass Wealth Management Co LLC Purchases 2,990 Shares of Morgan Stanley $MS

Glass Wealth Management Co LLC raised its position in shares of Morgan Stanley (NYSE:MS) by 12.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,326 shares of the financial services provider’s stock after acquiring an additional 2,990 shares during the period. Morgan Stanley makes up approximately 1.9% of Glass Wealth Management Co LLC’s holdings, making the stock its 17th biggest holding. Glass Wealth Management Co LLC’s holdings in Morgan Stanley were worth $4,344,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Moss Adams Wealth Advisors LLC raised its stake in Morgan Stanley by 0.5% during the third quarter. Moss Adams Wealth Advisors LLC now owns 13,222 shares of the financial services provider’s stock valued at $2,102,000 after purchasing an additional 65 shares in the last quarter. Hanson & Doremus Investment Management raised its position in shares of Morgan Stanley by 8.1% during the 3rd quarter. Hanson & Doremus Investment Management now owns 877 shares of the financial services provider’s stock valued at $139,000 after buying an additional 66 shares in the last quarter. LeConte Wealth Management LLC lifted its holdings in shares of Morgan Stanley by 3.7% in the 3rd quarter. LeConte Wealth Management LLC now owns 1,841 shares of the financial services provider’s stock valued at $293,000 after acquiring an additional 66 shares during the last quarter. Watts Gwilliam & Co. LLC lifted its holdings in shares of Morgan Stanley by 2.3% in the 2nd quarter. Watts Gwilliam & Co. LLC now owns 3,090 shares of the financial services provider’s stock valued at $435,000 after acquiring an additional 68 shares during the last quarter. Finally, AssuredPartners Investment Advisors LLC increased its stake in Morgan Stanley by 4.7% during the third quarter. AssuredPartners Investment Advisors LLC now owns 1,518 shares of the financial services provider’s stock worth $241,000 after acquiring an additional 68 shares during the last quarter. 84.19% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Morgan Stanley news, CEO Edward Pick sold 100,000 shares of Morgan Stanley stock in a transaction on Friday, October 31st. The stock was sold at an average price of $164.34, for a total transaction of $16,434,000.00. Following the completion of the sale, the chief executive officer directly owned 574,986 shares of the company’s stock, valued at $94,493,199.24. The trade was a 14.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is owned by insiders.

More Morgan Stanley News

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

• Positive Sentiment: Keefe Bruyette raised Morgan Stanley’s price target (reported Dec. 17), lifting broker sentiment and supporting upside to the shares. Morgan Stanley (MS) Price Target Raised by $18
• Positive Sentiment: Morgan Stanley management set an optimistic, bullish tone for 2026 — messaging that can boost investor confidence around revenue growth and capital-markets activity. Morgan Stanley (MS) Sets Bullish Tone for 2026
• Positive Sentiment: Research mention: Morgan Stanley’s analysis estimating AI could automate ~37% of commercial‑real‑estate tasks and unlock ~$34B in efficiencies highlights the firm’s advisory/research reach and could help win CRE advisory and tech‑related mandates. Commercial Real Estate Turns to AI to Automate the Back Office
• Neutral Sentiment: MS screens well on earnings‑growth metrics in a recent stock‑scan writeup, reinforcing the narrative of durable earnings but offering no immediate catalyst. We Ran A Stock Scan For Earnings Growth And Morgan Stanley (NYSE:MS) Passed With Ease
• Neutral Sentiment: Coverage activity by MS analysts (e.g., public picks and sector calls) underscores the brokerage’s research platform but mostly influences recurring revenue over time rather than an immediate stock move. Microsoft (MSFT) Named Top Large-Cap Software Pick by Morgan Stanley
• Negative Sentiment: A Seeking Alpha piece flags ongoing underperformance at Morgan Stanley’s Direct Lending arm, which could pressure fee and asset‑management revenue and is a clear near‑term negative for MS’s alternatives business. Morgan Stanley Direct Lending: Continues To Disappoint Going Into 2026

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on MS shares. Evercore ISI raised their price objective on Morgan Stanley from $165.00 to $175.00 and gave the company an “outperform” rating in a research note on Thursday, October 16th. Royal Bank Of Canada raised their price target on Morgan Stanley from $145.00 to $171.00 and gave the stock a “sector perform” rating in a research report on Wednesday, October 1st. BMO Capital Markets initiated coverage on shares of Morgan Stanley in a research report on Friday, October 3rd. They set an “outperform” rating and a $180.00 price objective on the stock. Barclays increased their target price on shares of Morgan Stanley from $156.00 to $183.00 and gave the company an “overweight” rating in a research note on Thursday, October 16th. Finally, Zacks Research raised shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, October 21st. Three equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, Morgan Stanley presently has an average rating of “Moderate Buy” and a consensus target price of $174.77.

Morgan Stanley Trading Up 2.4%

NYSE MS opened at $181.81 on Monday. The stock has a market cap of $288.95 billion, a PE ratio of 18.65, a PEG ratio of 1.40 and a beta of 1.20. Morgan Stanley has a 12 month low of $94.33 and a 12 month high of $182.34. The company’s 50-day moving average price is $170.86 and its 200-day moving average price is $156.50. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 3.27.

Morgan Stanley (NYSE:MS) last released its quarterly earnings data on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.07 by $0.73. The company had revenue of $17.98 billion during the quarter, compared to analysts’ expectations of $16.42 billion. Morgan Stanley had a net margin of 13.85% and a return on equity of 16.40%. The firm’s quarterly revenue was up 18.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.88 EPS. Equities research analysts forecast that Morgan Stanley will post 8.56 earnings per share for the current year.

Morgan Stanley Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were paid a $1.00 dividend. 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 is 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.