Raleigh Capital Management Inc. Has $123,000 Stock Position in Morgan Stanley $MS

Raleigh Capital Management Inc. lowered its position in Morgan Stanley (NYSE:MS) by 86.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 773 shares of the financial services provider’s stock after selling 4,810 shares during the period. Raleigh Capital Management Inc.’s holdings in Morgan Stanley were worth $123,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of MS. Norges Bank bought a new stake in Morgan Stanley during the 2nd quarter worth approximately $2,234,883,000. Schroder Investment Management Group boosted its position in shares of Morgan Stanley by 23.4% during the second quarter. Schroder Investment Management Group now owns 9,357,200 shares of the financial services provider’s stock valued at $1,318,055,000 after buying an additional 1,776,544 shares during the last quarter. Marshall Wace LLP grew its holdings in Morgan Stanley by 319.7% during the second quarter. Marshall Wace LLP now owns 2,092,341 shares of the financial services provider’s stock worth $294,727,000 after buying an additional 1,593,774 shares in the last quarter. Franklin Resources Inc. raised its position in Morgan Stanley by 18.1% in the 2nd quarter. Franklin Resources Inc. now owns 9,623,305 shares of the financial services provider’s stock valued at $1,355,537,000 after buying an additional 1,476,372 shares during the last quarter. Finally, Vanguard Group Inc. raised its position in Morgan Stanley by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 119,123,487 shares of the financial services provider’s stock valued at $16,779,734,000 after buying an additional 1,354,142 shares during the last quarter. Institutional investors own 84.19% of the company’s stock.

Key Morgan Stanley News

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

Morgan Stanley Stock Down 1.2%

MS stock opened at $182.87 on Wednesday. The stock has a fifty day moving average of $179.98 and a 200-day moving average of $163.34. Morgan Stanley has a fifty-two week low of $94.33 and a fifty-two week high of $192.68. The company has a market capitalization of $290.64 billion, a price-to-earnings ratio of 17.91, a PEG 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 (NYSE:MS) last announced its quarterly earnings data 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 analysts’ expectations of $17.69 billion. Morgan Stanley had a return on equity of 16.92% and a net margin of 14.09%.The firm’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same period in the previous year, the business posted $2.22 EPS. As a group, equities research analysts predict that Morgan Stanley will post 8.56 earnings per share for the current year.

Morgan Stanley Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be issued a $1.00 dividend. The ex-dividend date of this dividend is Friday, January 30th. This represents a $4.00 annualized dividend and a yield of 2.2%. Morgan Stanley’s dividend payout ratio (DPR) is 39.18%.

Analyst Ratings Changes

Several analysts have recently issued reports on MS shares. Zacks Research upgraded shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, October 21st. 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. UBS Group lifted their price target on Morgan Stanley from $156.00 to $165.00 and gave the stock a “neutral” rating in a report on Tuesday, October 7th. Wolfe Research restated an “outperform” rating and issued a $211.00 price objective on shares of Morgan Stanley in a research note on Wednesday, January 7th. Finally, Barclays raised their target price on Morgan Stanley from $183.00 to $219.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Three investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Morgan Stanley currently has an average rating of “Moderate Buy” and an average target price of $185.93.

Insiders Place Their Bets

In other Morgan Stanley news, insider Daniel A. Simkowitz sold 32,968 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $182.61, for a total transaction of $6,020,286.48. Following the sale, the insider owned 357,342 shares of the company’s stock, valued at $65,254,222.62. The trade was a 8.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Sharon Yeshaya sold 15,838 shares of the firm’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $185.77, for a total value of $2,942,225.26. Following the completion of the transaction, the chief financial officer directly owned 135,304 shares of the company’s stock, valued at $25,135,424.08. The trade was a 10.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 129,191 shares of company stock worth $23,736,506 in the last three months. Insiders own 0.19% of the company’s 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.