Allianz SE Has $14.13 Million Stake in Morgan Stanley $MS

Allianz SE lifted its position in Morgan Stanley (NYSE:MS) by 3.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 88,907 shares of the financial services provider’s stock after purchasing an additional 3,340 shares during the quarter. Allianz SE’s holdings in Morgan Stanley were worth $14,133,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Bedel Financial Consulting Inc. boosted its stake in Morgan Stanley by 2.1% in the third quarter. Bedel Financial Consulting Inc. now owns 3,120 shares of the financial services provider’s stock worth $496,000 after purchasing an additional 63 shares in the last quarter. Clear Creek Financial Management LLC lifted its stake in shares of Morgan Stanley by 2.5% in the 3rd quarter. Clear Creek Financial Management LLC now owns 2,616 shares of the financial services provider’s stock valued at $416,000 after purchasing an additional 64 shares during the period. Moss Adams Wealth Advisors LLC boosted its holdings 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 worth $2,102,000 after buying an additional 65 shares during the last quarter. Bridgewater Advisors Inc. grew its holdings in Morgan Stanley by 1.0% during the third quarter. Bridgewater Advisors Inc. now owns 6,278 shares of the financial services provider’s stock valued at $1,025,000 after purchasing an additional 65 shares during the period. Finally, Hanson & Doremus Investment Management boosted its position in shares of Morgan Stanley by 8.1% during the third quarter. Hanson & Doremus Investment Management now owns 877 shares of the financial services provider’s stock worth $139,000 after purchasing an additional 66 shares in the last quarter. Institutional investors own 84.19% of the company’s stock.

Morgan Stanley Stock Down 6.4%

Morgan Stanley stock opened at $166.20 on Friday. The company has a market cap of $263.89 billion, a P/E ratio of 16.28, a price-to-earnings-growth ratio of 1.43 and a beta of 1.20. Morgan Stanley has a 1-year low of $94.33 and a 1-year high of $192.68. The company has a fifty day simple moving average of $179.84 and a 200 day simple moving average of $167.06. The company has a current ratio of 0.81, a quick ratio of 0.81 and a debt-to-equity ratio of 3.39.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings results on Thursday, January 15th. The financial services provider reported $2.68 EPS for the quarter, topping the consensus estimate of $2.28 by $0.40. Morgan Stanley had a net margin of 14.09% and a return on equity of 16.78%. The firm had revenue of $17.90 billion for the quarter, compared to analysts’ expectations of $17.69 billion. During the same period in the previous year, the firm posted $2.22 EPS. The company’s revenue for the quarter was up 10.3% on a year-over-year basis. Research analysts anticipate 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 was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued a dividend of $1.00 per share. This represents a $4.00 annualized dividend and a yield of 2.4%. The ex-dividend date was Friday, January 30th. Morgan Stanley’s dividend payout ratio is presently 39.18%.

More Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley filed an application with the OCC to charter a new bank unit supporting crypto back‑office activity — a signal management is building regulated infrastructure (custody, settlement) that could open new fee pools if regulators approve and demand scales. Morgan Stanley’s OCC Application Is Wall Street Colonizing Crypto’s Back Office
• Positive Sentiment: Separate reporting says MS is exploring “full‑stack” digital‑asset services (bitcoin custody, trading, lending and yield) — moves that position the bank to monetize institutional crypto demand and diversify revenue beyond traditional trading/advisory. Morgan Stanley Explores Full-Stack Digital Asset Services, Including Bitcoin Lending
• Positive Sentiment: MS appears among major institutions now advising modest Bitcoin allocations (1–5%) for portfolios — that endorsement (and MS research coverage) supports ongoing client demand and validates the bank’s strategy to offer crypto products. Bank of America, Morgan Stanley Support Bitcoin Stakes
• Neutral Sentiment: Morgan Stanley disclosed a roughly 4.25% voting stake in Siemens Energy — a portfolio/strategic holding that is newsworthy but not an immediate operating catalyst for MS core businesses. Morgan Stanley Discloses 4.25% Voting Stake in Siemens Energy
• Neutral Sentiment: Morgan Stanley’s direct‑lending arm reported Q4 results and declared a dividend — a reminder MS has sizable alternative‑assets exposure (private credit) that supports fee income but also ties the franchise to credit‑mark volatility. Morgan Stanley Direct Lending Posts Q4 Results, Declares Dividend
• Negative Sentiment: Primary negative driver today is a sector‑wide risk‑off selloff hitting large banks; MS is moving with peers as investors rotate out of cyclical financials amid macro/A.I. recession‑narrative fears rather than fresh company news. Morgan Stanley slides as risk-off selling hits big banks again
• Negative Sentiment: High‑profile insider and executive selling (documented filings discussed in market commentary) is amplifying caution; heavy insider dispositions can weigh on sentiment even if legally executed. Morgan Stanley slides as risk-off selling hits big banks again

Analysts Set New Price Targets

Several research analysts have weighed in on MS shares. Royal Bank Of Canada reiterated a “sector perform” rating and set a $207.00 target price on shares of Morgan Stanley in a report on Friday, January 16th. Keefe, Bruyette & Woods raised their price target on Morgan Stanley from $202.00 to $210.00 and gave the stock a “moderate buy” rating in a research report on Friday, January 16th. Evercore lowered Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 5th. JPMorgan Chase & Co. increased their target price on Morgan Stanley from $157.00 to $162.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Finally, BNP Paribas Exane lifted their price target on shares of Morgan Stanley from $170.00 to $195.00 in a research note on Friday, January 16th. Three research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, Morgan Stanley currently has an average rating of “Moderate Buy” and a consensus price target of $185.93.

Insider Activity

In other news, insider Daniel A. Simkowitz sold 32,968 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $182.61, for a total value of $6,020,286.48. Following the completion of the sale, the insider owned 357,342 shares of the company’s stock, valued at approximately $65,254,222.62. This represents a 8.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Eric F. Grossman sold 21,555 shares of the business’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $184.00, for a total transaction of $3,966,120.00. Following the transaction, the insider owned 171,005 shares in the company, valued at approximately $31,464,920. The trade was a 11.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 129,191 shares of company stock valued at $23,736,506. Corporate insiders own 0.19% of the company’s stock.

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.