Cim Investment Management Inc. Reduces Holdings in Morgan Stanley $MS

Cim Investment Management Inc. lowered its stake in shares of Morgan Stanley (NYSE:MS) by 50.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,663 shares of the financial services provider’s stock after selling 7,856 shares during the quarter. Cim Investment Management Inc.’s holdings in Morgan Stanley were worth $1,218,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the stock. Greykasell Wealth Strategies Inc. raised its position in shares of Morgan Stanley by 65.2% in the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock worth $29,000 after acquiring an additional 73 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. Family Legacy Financial Solutions LLC grew its stake in Morgan Stanley by 91.9% in the third 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 during the period. Strive Asset Management LLC bought a new position in Morgan Stanley in the third quarter worth $34,000. Finally, Ameriflex Group Inc. raised its holdings in Morgan Stanley by 220.0% in the third quarter. Ameriflex Group Inc. now owns 240 shares of the financial services provider’s stock worth $38,000 after purchasing an additional 165 shares in the last quarter. 84.19% of the stock is owned by institutional investors.

Insider Buying and Selling at Morgan Stanley

In other news, insider Charles A. Smith sold 8,500 shares of the company’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $182.08, for a total transaction of $1,547,680.00. Following the completion of the sale, the insider owned 119,128 shares of the company’s stock, valued at $21,690,826.24. This represents a 6.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Michael A. Pizzi sold 20,000 shares of the stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $184.55, for a total transaction of $3,691,000.00. Following the completion of the transaction, the insider owned 127,872 shares in the company, valued at $23,598,777.60. This trade represents a 13.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 129,191 shares of company stock worth $23,736,506. 0.19% of the stock is owned by corporate insiders.

More Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley Wealth Management announced it surpassed $1 trillion in IRA assets under management — a credibility and fee-growth milestone for the advisory business that supports recurring revenue and investor confidence. Morgan Stanley Wealth Management Surpasses $1 Trillion in Individual Retirement Account Assets Under Management
• Positive Sentiment: Morgan Stanley’s infrastructure arm agreed to sell its stake in the Bayonne Energy Center — a realization event for its private infrastructure platform that can improve reported results for MSIM and validate deal execution. Morgan Stanley Infrastructure Partners Agrees to Sell Bayonne Energy Center
• Positive Sentiment: Industry reports are highlighting Morgan Stanley among attractive investment‑bank names as trading, underwriting and advisory momentum improve — supportive for valuation multiples across the group. 3 Investment Bank Stocks to Buy From a Flourishing Industry
• Neutral Sentiment: The firm’s own macro views (e.g., sticking with a June rate‑cut call) help frame expectations for net interest income and market activity — this is a mixed but market-moving stance that traders will digest alongside Fed expectations. Morgan Stanley Sticks With June Rate Cut Call as Oil Surges
• Negative Sentiment: Morgan Stanley strategists (notably Mike Wilson) have warned the market may not have bottomed — that bearish research can pressure cyclical financial names if investors rotate to defensives. Stocks haven’t hit bottom yet, says the analyst who called a ‘rolling recession’ when everyone else saw a boom
• Negative Sentiment: Morgan Stanley research flagged broader risks in private credit from AI-driven disruption — commentary that could raise concerns about MS’s exposure through credit and alternative‑asset businesses. Investors will watch for how the firm hedges or discloses that exposure. Morgan Stanley says AI disruption of software will send private credit defaults surging

Morgan Stanley Price Performance

Shares of MS opened at $157.89 on Wednesday. The firm has a fifty day simple moving average of $174.90 and a two-hundred day simple moving average of $168.49. The firm has a market cap of $250.71 billion, a PE ratio of 15.46, a P/E/G ratio of 1.25 and a beta of 1.20. 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 has a 1-year low of $94.33 and a 1-year high of $192.68.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings data 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. The company had revenue of $17.90 billion during the quarter, compared to analyst estimates of $17.69 billion. Morgan Stanley had a return on equity of 16.78% and a net margin of 14.09%.Morgan Stanley’s revenue was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.22 earnings per share. On average, equities analysts anticipate that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given a $1.00 dividend. This represents a $4.00 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend was Friday, January 30th. Morgan Stanley’s dividend payout ratio (DPR) is presently 39.18%.

Analysts Set New Price Targets

A number of analysts have recently commented on MS shares. Evercore cut shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 5th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $207.00 price target on shares of Morgan Stanley in a research note on Friday, January 16th. Keefe, Bruyette & Woods boosted their price objective on shares of Morgan Stanley from $202.00 to $210.00 and gave the stock a “moderate buy” rating in a research note on Friday, January 16th. Wolfe Research restated an “outperform” rating and issued a $211.00 price objective on shares of Morgan Stanley in a report on Wednesday, January 7th. Finally, Wall Street Zen raised shares of Morgan Stanley from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $187.14.

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.