Callan Family Office LLC Has $4.09 Million Stock Holdings in Morgan Stanley $MS

Callan Family Office LLC lowered its stake in shares of Morgan Stanley (NYSE:MS) by 10.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 25,731 shares of the financial services provider’s stock after selling 2,868 shares during the period. Callan Family Office LLC’s holdings in Morgan Stanley were worth $4,090,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in MS. Princeton Global Asset Management LLC increased its stake in Morgan Stanley by 645.8% during the 2nd quarter. Princeton Global Asset Management LLC now owns 179 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 155 shares in the last quarter. Greykasell Wealth Strategies Inc. increased its position in shares of Morgan Stanley by 65.2% during the third 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 worth about $28,000. Family Legacy Financial Solutions LLC lifted 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 in the last quarter. Finally, Compass Financial Services Inc acquired a new position in Morgan Stanley during the 2nd quarter valued at about $32,000. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Morgan Stanley Stock Performance

NYSE MS opened at $182.87 on Wednesday. The company has a market capitalization of $290.64 billion, a PE ratio of 17.91, a price-to-earnings-growth ratio of 1.49 and a beta of 1.20. The company has a debt-to-equity ratio of 3.27, a quick ratio of 0.79 and a current ratio of 0.79. Morgan Stanley has a 52-week low of $94.33 and a 52-week high of $192.68. The company has a 50-day simple moving average of $179.98 and a 200 day simple moving average of $163.34.

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

Morgan Stanley Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be paid a dividend of $1.00 per share. The ex-dividend date is Friday, January 30th. This represents a $4.00 annualized dividend and a dividend yield of 2.2%. Morgan Stanley’s dividend payout ratio is presently 39.18%.

Insider Buying and Selling

In related news, insider Michael A. Pizzi sold 20,000 shares of the business’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $184.55, for a total value of $3,691,000.00. Following the sale, the insider directly owned 127,872 shares in the company, valued at approximately $23,598,777.60. The trade was a 13.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Charles A. Smith sold 8,500 shares of the business’s stock in a transaction that occurred on 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 directly owned 119,128 shares in the company, valued at approximately $21,690,826.24. This trade represents a 6.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 129,191 shares of company stock worth $23,736,506 in the last quarter. 0.19% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several analysts have recently commented on MS shares. Evercore ISI increased their price objective on Morgan Stanley from $165.00 to $175.00 and gave the stock an “outperform” rating in a research note on Thursday, October 16th. Citigroup increased their price target on Morgan Stanley from $155.00 to $170.00 and gave the company a “neutral” rating in a research report on Thursday, October 16th. BNP Paribas Exane lifted their price objective on shares of Morgan Stanley from $170.00 to $195.00 in a report on Friday, January 16th. Wells Fargo & Company upped their target price on shares of Morgan Stanley from $177.00 to $189.00 and gave the stock an “equal weight” rating in a research note on Monday, January 5th. Finally, Jefferies Financial Group raised their price target on shares of Morgan Stanley from $186.00 to $212.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Three research 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. Based on data from MarketBeat.com, Morgan Stanley has an average rating of “Moderate Buy” and a consensus target price of $185.93.

Morgan Stanley News Summary

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

• Positive Sentiment: RBC raised Morgan Stanley’s price target after the firm’s strong fourth‑quarter results, citing better-than-expected performance that supports higher valuation and analyst confidence. RBC boosts Morgan Stanley (MS) price target on strong fourth-quarter results
• Neutral Sentiment: E*TRADE from Morgan Stanley released its monthly sector-rotation study showing where retail clients were net buying/selling across sectors — useful for gauging client flow trends but not an immediate earnings or capital-impact event. E*TRADE from Morgan Stanley Releases Monthly Sector Rotation Study
• Neutral Sentiment: Morgan Stanley (as an investor/asset manager) has reported changes in holdings — e.g., ceasing to be a substantial holder in a smaller mining name — reflecting portfolio rebalancing across its funds. These institutional moves show asset‑management activity but are not direct operating news for MS. Morgan Stanley Ceases to Be Substantial Holder in West African Resources
• Negative Sentiment: Insider selling was reported at Morgan Stanley (a disclosed sale worth several million dollars). Material insider sales can add short-term downside pressure or be interpreted as executives taking profits; investors often watch size and frequency for signal. Morgan Stanley (NYSE:MS) Insider Sells $6,020,286.48 in Stock

About Morgan Stanley

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.