Campbell & CO Investment Adviser LLC Takes $1.58 Million Position in Morgan Stanley $MS

Campbell & CO Investment Adviser LLC bought a new position in Morgan Stanley (NYSE:MS) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 9,908 shares of the financial services provider’s stock, valued at approximately $1,575,000.

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

Morgan Stanley Stock Down 1.1%

Morgan Stanley stock opened at $189.17 on Friday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.27. The firm has a market cap of $300.65 billion, a P/E ratio of 18.53, a P/E/G ratio of 1.22 and a beta of 1.20. The business has a fifty day moving average of $175.22 and a two-hundred day moving average of $159.78. Morgan Stanley has a twelve month low of $94.33 and a twelve month high of $192.68.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings results on Thursday, January 15th. The financial services provider reported $2.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.28 by $0.40. The business had revenue of $17.90 billion for the quarter, compared to the consensus estimate of $17.69 billion. Morgan Stanley had a return on equity of 16.92% and a net margin of 14.09%.The business’s revenue was up 10.3% compared to the same quarter last year. During the same period last year, the business posted $2.22 EPS. On average, analysts forecast that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Morgan Stanley Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be paid a $1.00 dividend. This represents a $4.00 annualized dividend and a yield of 2.1%. The ex-dividend date is Friday, January 30th. Morgan Stanley’s payout ratio is 41.03%.

Wall Street Analysts Forecast Growth

MS has been the subject of a number of recent analyst reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Morgan Stanley in a research note on Wednesday, October 8th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $207.00 price objective on shares of Morgan Stanley in a report on Friday. Barclays upped their target price on shares of Morgan Stanley from $183.00 to $219.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. JPMorgan Chase & Co. lifted their price target on shares of Morgan Stanley from $157.00 to $162.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. Finally, UBS Group increased their price objective on Morgan Stanley from $156.00 to $165.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 7th. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $185.23.

Insider Buying and Selling

In other Morgan Stanley news, CEO Edward Pick sold 100,000 shares of the business’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 completion of the transaction, the chief executive officer directly owned 574,986 shares in the company, valued at approximately $94,493,199.24. The trade was a 14.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate 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: Q4 EPS beat and strong profitability: MS reported $2.68 EPS (above consensus) with net income and operating profit up year‑over‑year, driven by wealth management and a rebound in investment banking. Morgan Stanley Q4 Release
• Positive Sentiment: Dividend increase / cash return: The board declared a quarterly dividend of $1.00 per share, a signal of confidence and an income tailwind for yield‑sensitive holders. Dividend Announcement
• Positive Sentiment: Analyst support and price‑target lifts: Several firms (including Keefe, Bruyette & Woods) raised their targets/ratings after the print, which can underpin longer‑term upside. Analyst Price Target Lift
• Neutral Sentiment: Market context: Morgan Stanley benefits from a hot IPO/dealmaking environment and wealth‑management flows — management flagged a strong pipeline for 2026 but that outlook is already being priced in. Pipeline Comment
• Negative Sentiment: Operating cash flow weakness: The quarter showed a material swing to negative operating cash flow (cited ~-$3.3B), raising questions about short‑term cash dynamics despite large liquidity buffers. Cash Flow Detail
• Negative Sentiment: Insider selling: Multiple senior executives have sold shares in recent months which can signal management cash‑outs and adds to near‑term selling pressure. Insider Activity
• Negative Sentiment: Revenue vs. expectations and “sell the news”: Revenue slightly missed some consensus figures; combined with investors taking profits after the post‑earnings pop, this explains downward pressure today. Revenue & Market Reaction

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.