Triglav Investments D.O.O. Grows Stake in Morgan Stanley $MS

Triglav Investments D.O.O. lifted its stake in shares of Morgan Stanley (NYSE:MS) by 38.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 26,977 shares of the financial services provider’s stock after purchasing an additional 7,465 shares during the period. Triglav Investments D.O.O.’s holdings in Morgan Stanley were worth $4,287,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the stock. Princeton Global Asset Management LLC increased its stake in shares of Morgan Stanley by 645.8% in the second quarter. Princeton Global Asset Management LLC now owns 179 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 155 shares in the last quarter. Greykasell Wealth Strategies Inc. boosted its holdings in 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 buying an additional 73 shares during the period. WFA of San Diego LLC purchased a new position in Morgan Stanley in the 2nd quarter valued at approximately $28,000. Family Legacy Financial Solutions LLC grew its stake 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 buying an additional 102 shares in the last quarter. Finally, Compass Financial Services Inc bought a new stake in Morgan Stanley during the 2nd quarter valued at $32,000. Institutional investors own 84.19% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. BNP Paribas Exane lifted their price target on Morgan Stanley from $170.00 to $195.00 in a research report on Friday, January 16th. Keefe, Bruyette & Woods raised their target price on Morgan Stanley from $202.00 to $210.00 and gave the stock a “moderate buy” rating in a research note on Friday, January 16th. The Goldman Sachs Group reiterated a “neutral” rating on shares of Morgan Stanley in a research report on Tuesday, January 6th. Dbs Bank upgraded shares of Morgan Stanley to a “moderate buy” rating in a research report on Wednesday, November 12th. Finally, Wall Street Zen raised shares of Morgan Stanley from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. Three research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $185.93.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Morgan Stanley’s Q4 strength and commentary on a rebound in investment banking have prompted analysts to re‑rate the stock and revisit valuation, supporting longer‑term upside. Morgan Stanley (MS) Valuation Check After Strong Q4 2025 Results And Rebound In Investment Banking
• Positive Sentiment: RBC raised its price target on Morgan Stanley after the strong fourth‑quarter results, a sign some firms see room for multiple expansion or earnings traction. RBC boosts Morgan Stanley (MS) price target
• Neutral Sentiment: Firm initiatives and investor outreach continue — Morgan Stanley hosted its Inclusive & Sustainable Ventures Demo Day, highlighting business development and franchise initiatives (positive for PR / long‑term pipeline but unlikely to move near‑term trading materially). Morgan Stanley Inclusive & Sustainable Ventures Hosts Global Demo Day
• Neutral Sentiment: Market rotation and sector flows reported by E*TRADE/Morgan Stanley clients (sector rotation study) may be rebalancing asset managers’ bank exposures — a technical factor affecting intraday moves. E*TRADE from Morgan Stanley Releases Monthly Sector Rotation Study
• Negative Sentiment: Insider selling and trade commentary have drawn attention — media pieces covering insider sales / trading views can weigh on sentiment even when fundamentals are solid. That dynamic has likely contributed to downward pressure. Morgan Stanley Insider Sale And Trade Views Shape Risk And Value Narrative

Morgan Stanley Stock Performance

Morgan Stanley stock opened at $179.94 on Thursday. Morgan Stanley has a fifty-two week low of $94.33 and a fifty-two week high of $192.68. The company has a debt-to-equity ratio of 3.27, a quick ratio of 0.79 and a current ratio of 0.79. The stock has a market cap of $285.98 billion, a P/E ratio of 17.62, a price-to-earnings-growth ratio of 1.47 and a beta of 1.20. The firm’s fifty day moving average price is $180.22 and its 200-day moving average price is $163.46.

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

Morgan Stanley Announces Dividend

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

Insiders Place Their Bets

In other Morgan Stanley news, insider Andrew M. Saperstein sold 30,330 shares of the stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $183.62, for a total transaction of $5,569,194.60. Following the transaction, the insider directly owned 280,481 shares in the company, valued at $51,501,921.22. This trade represents a 9.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 stock was 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 approximately $21,690,826.24. The trade was a 6.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 129,191 shares of company stock valued at $23,736,506 over the last 90 days. Company 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.