Concurrent Investment Advisors LLC Sells 9,726 Shares of Morgan Stanley $MS

Concurrent Investment Advisors LLC cut its position in Morgan Stanley (NYSE:MS) by 23.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,774 shares of the financial services provider’s stock after selling 9,726 shares during the period. Concurrent Investment Advisors LLC’s holdings in Morgan Stanley were worth $5,051,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Princeton Global Asset Management LLC boosted its holdings in Morgan Stanley by 645.8% in the second quarter. Princeton Global Asset Management LLC now owns 179 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 155 shares in the last quarter. WFA of San Diego LLC bought a new stake in shares of Morgan Stanley during the second quarter valued at approximately $28,000. Compass Financial Services Inc acquired a new position in shares of Morgan Stanley during the second quarter worth approximately $32,000. Family Legacy Financial Solutions LLC lifted its holdings in shares of Morgan Stanley by 91.9% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 213 shares of the financial services provider’s stock worth $34,000 after purchasing an additional 102 shares in the last quarter. Finally, Abound Wealth Management lifted its holdings in shares of Morgan Stanley by 58.5% in the 2nd quarter. Abound Wealth Management now owns 252 shares of the financial services provider’s stock worth $35,000 after purchasing an additional 93 shares in the last quarter. 84.19% of the stock is owned by institutional investors.

Key Headlines Impacting Morgan Stanley

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

• Positive Sentiment: Morgan Stanley filed spot Bitcoin and Solana ETFs — a direct entry into the large crypto‑ETF market that could attract new fee revenue and client flows if approved. This validates MS’s push to capture institutional crypto asset demand. Get Ready for Crypto Exposure as Morgan Stanley Joins the ETF Race
• Positive Sentiment: MS’s private‑equity arm took a majority stake in engineering firm Olsson — an action that expands PE investments and potential carry/realization upside over time. The deal signals continued deal activity from MS’s alternatives business. Morgan Stanley’s PE unit takes majority stake in engineering firm Olsson
• Positive Sentiment: Morgan Stanley is moving deeper into crypto services — reports the firm plans a crypto wallet — an execution step that complements ETF filings and could increase wallet/service revenue and client engagement in digital assets. Morgan Stanley Plans to Launch Cryptocurrency Wallet
• Positive Sentiment: Positive market commentary: CNBC/Yahoo coverage highlights strong asset‑gathering at Morgan Stanley — a positive for fee income and long‑term AUM growth. That narrative supports the stock if earnings confirm continued asset inflows. Jim Cramer Says “The Asset Gathering in Morgan Stanley Has Been Extraordinary”
• Neutral Sentiment: Analysts are re‑setting expectations ahead of MS’s Q4 earnings (reporting the week of Jan. 15). Forecast revisions and previews are increasing attention but create two‑way risk depending on trade/IB performance. Top Wall Street Forecasters Revamp Morgan Stanley Expectations Ahead Of Q4 Earnings
• Neutral Sentiment: Q4 previews expect trading and investment‑banking to be key drivers of revenue; positive beats could lift the stock, while any softness in trading/IB would be a near‑term headwind. Is MS Stock a Buy Ahead of Q4 Earnings on Favorable Industry Trends?
• Negative Sentiment: Sector headwinds: weakness in large banks (JPMorgan and peers) has weighed on financials today and is likely dragging MS lower despite its positive strategic moves — investors are trimming ahead of earnings season and reacting to JPM‑led market moves. Earnings Preview: Morgan Stanley to Report This Week

Morgan Stanley Stock Down 2.0%

MS opened at $182.82 on Wednesday. Morgan Stanley has a fifty-two week low of $94.33 and a fifty-two week high of $188.82. The firm has a market capitalization of $290.55 billion, a P/E ratio of 18.75, a PEG ratio of 1.21 and a beta of 1.20. The company’s 50-day moving average is $173.82 and its 200 day moving average is $158.94. The company has a debt-to-equity ratio of 3.27, a current ratio of 0.79 and a quick ratio of 0.79.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings data on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.07 by $0.73. The business had revenue of $17.98 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.88 EPS. Research analysts expect that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Insider Buying and Selling at Morgan Stanley

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

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Wells Fargo & Company boosted their price target on shares of Morgan Stanley from $177.00 to $189.00 and gave the company an “equal weight” rating in a research note on Monday, January 5th. Barclays lifted their price objective on shares of Morgan Stanley from $183.00 to $219.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Jefferies Financial Group upped their target price on shares of Morgan Stanley from $186.00 to $212.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Dbs Bank raised shares of Morgan Stanley to a “moderate buy” rating in a research report on Wednesday, November 12th. Finally, The Goldman Sachs Group reiterated a “neutral” rating on shares of Morgan Stanley in a research note on Tuesday, January 6th. Three investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $181.85.

Morgan Stanley 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.