Border to Coast Pensions Partnership Ltd Purchases New Shares in Morgan Stanley $MS

Border to Coast Pensions Partnership Ltd purchased a new stake in Morgan Stanley (NYSE:MS) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 253,340 shares of the financial services provider’s stock, valued at approximately $45,057,000.

Several other institutional investors have also added to or reduced their stakes in MS. Capital International Investors raised its holdings in shares of Morgan Stanley by 0.6% during the 3rd quarter. Capital International Investors now owns 27,321,214 shares of the financial services provider’s stock worth $4,343,523,000 after buying an additional 167,487 shares in the last quarter. Fisher Asset Management LLC raised its holdings in shares of Morgan Stanley by 1.9% during the 3rd quarter. Fisher Asset Management LLC now owns 24,494,146 shares of the financial services provider’s stock worth $3,893,590,000 after buying an additional 448,960 shares in the last quarter. Ameriprise Financial Inc. raised its holdings in shares of Morgan Stanley by 6.1% during the 3rd quarter. Ameriprise Financial Inc. now owns 14,260,650 shares of the financial services provider’s stock worth $2,267,847,000 after buying an additional 822,120 shares in the last quarter. Schroder Investment Management Group raised its holdings in shares of Morgan Stanley by 3.8% during the 3rd quarter. Schroder Investment Management Group now owns 9,712,071 shares of the financial services provider’s stock worth $1,543,831,000 after buying an additional 354,871 shares in the last quarter. Finally, Invesco Ltd. raised its holdings in shares of Morgan Stanley by 2.8% during the 3rd quarter. Invesco Ltd. now owns 9,083,580 shares of the financial services provider’s stock worth $1,443,926,000 after buying an additional 249,023 shares in the last quarter. 84.19% of the stock is currently owned by institutional investors.

Insider Transactions at Morgan Stanley

In other Morgan Stanley news, insider Daniel A. Simkowitz sold 32,968 shares of the company’s stock in a transaction dated 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 sale, the insider owned 357,342 shares in the company, valued at approximately $65,254,222.62. The trade was a 8.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Michael A. Pizzi sold 20,000 shares of the company’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $184.55, for a total value of $3,691,000.00. Following the sale, the insider owned 127,872 shares in the company, valued at approximately $23,598,777.60. The trade was a 13.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 129,191 shares of company stock worth $23,736,506. 0.17% of the stock is currently owned by insiders.

Morgan Stanley Trading Up 4.5%

NYSE MS opened at $191.52 on Thursday. The business’s 50-day moving average price is $168.43 and its two-hundred day moving average price is $170.36. Morgan Stanley has a 12 month low of $104.78 and a 12 month high of $194.59. The firm has a market capitalization of $302.87 billion, a PE ratio of 18.76, a price-to-earnings-growth ratio of 1.46 and a beta of 1.19. 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 released its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 EPS for the quarter, beating analysts’ consensus estimates of $3.02 by $0.41. Morgan Stanley had a return on equity of 16.78% and a net margin of 14.09%.The firm had revenue of $20.58 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same quarter in the previous year, the company posted $2.60 EPS. The business’s revenue was up 16.0% on a year-over-year basis. On average, analysts expect that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Thursday, April 30th will be given a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Thursday, April 30th. Morgan Stanley’s payout ratio is 39.18%.

Key Morgan Stanley News

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

• Positive Sentiment: Q1 beat and headline strength – Morgan Stanley reported EPS of $3.43 and revenue of ~$20.6B, topping consensus; equities trading and advisory drove a material upside that investors rewarded. Why Morgan Stanley Stock Rocked the Market Today
• Positive Sentiment: Record markets revenue & improved dealmaking — Institutional Securities posted record quarterly Markets revenue (notably high equities trading), while investment banking showed pickup, supporting better-than-expected net income. Morgan Stanley Q1 Earnings Top on Markets & Advisory Strength, Stock Up
• Positive Sentiment: Wealth Management momentum — record Wealth Management revenues, strong net new assets and fee-based inflows signal durable franchise earnings power beyond trading volatility. (See Q1 call coverage and summaries.) Nasdaq Surges 200 Points; Morgan Stanley Posts Upbeat Earnings
• Positive Sentiment: Capital returns and shareholder-friendly actions — firm executed ~$1.75B in buybacks during the quarter and declared a $1.00 quarterly dividend, reinforcing cash-return optionality. Morgan Stanley’s profit rises on dealmaking, trading boost
• Neutral Sentiment: Regulatory/capital outlook improving — CFO said the U.S. capital-rule overhaul likely leaves Morgan Stanley’s requirements flat or modestly lower, a structural tailwind if realized but subject to final rule details and timing. Morgan Stanley eyes capital relief as lobbying push pays off
• Neutral Sentiment: Longer-term strategic bets — management highlighted tokenization/on‑chain tools as part of the wealth platform roadmap; positive for competitiveness longer term but not an immediate earnings driver. Morgan Stanley CFO Ties Tokenization to Core Wealth Advisory Model
• Negative Sentiment: Valuation and sentiment — some post‑earnings analysis warns that the stock’s valuation is elevated after the rally, leaving less room for disappointment if trading or deal activity moderates. Monitor guidance and margin cadence. Morgan Stanley: Impressive Q1 But Valuation Remains Hot

Analysts Set New Price Targets

A number of equities analysts have recently commented on the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Morgan Stanley in a report on Thursday, January 22nd. Erste Group Bank reaffirmed a “hold” rating on shares of Morgan Stanley in a report on Thursday, March 5th. Rothschild & Co Redburn lowered their target price on Morgan Stanley from $175.00 to $171.00 and set a “neutral” rating for the company in a report on Wednesday, April 1st. The Goldman Sachs Group upped their target price on Morgan Stanley from $172.00 to $186.00 and gave the stock a “neutral” rating in a report on Monday, April 6th. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $207.00 target price on shares of Morgan Stanley in a report on Friday, January 16th. Eight research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $189.94.

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.