Atria Investments Inc Has $11.83 Million Stock Holdings in Morgan Stanley $MS

Atria Investments Inc trimmed its stake in shares of Morgan Stanley (NYSE:MS) by 13.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 74,419 shares of the financial services provider’s stock after selling 11,418 shares during the quarter. Atria Investments Inc’s holdings in Morgan Stanley were worth $11,830,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Princeton Global Asset Management LLC raised its stake in Morgan Stanley by 645.8% during the second quarter. Princeton Global Asset Management LLC now owns 179 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 155 shares in the last quarter. WFA of San Diego LLC acquired a new stake in shares of Morgan Stanley during the 2nd quarter worth about $28,000. Greykasell Wealth Strategies Inc. increased its position in shares of Morgan Stanley by 65.2% during the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock worth $29,000 after purchasing an additional 73 shares in the last quarter. Compass Financial Services Inc bought a new position in Morgan Stanley during the 2nd quarter valued at about $32,000. Finally, Family Legacy Financial Solutions LLC boosted its position 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 valued at $34,000 after buying an additional 102 shares in the last quarter. 84.19% of the stock is owned by institutional investors and hedge funds.

More Morgan Stanley News

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

• Positive Sentiment: Michael Grimes’ return to Morgan Stanley reinforces the firm’s role at the center of the tech IPO cycle — a potential boost to investment‑banking fees and equity capital markets activity if deal flow accelerates. Michael Grimes Return Puts Morgan Stanley At Center Of Tech IPO Cycle
• Positive Sentiment: Morgan Stanley’s research effort (scanning ~3,600 stocks for AI winners) and thematic reports boost its franchise value — stronger research can attract trading, asset‑management and advisory revenue. Morgan Stanley examined 3,600 stocks amid AI’s shakeout. It has recommendations.
• Positive Sentiment: Analyst actions tied to Morgan Stanley research have market impact (examples: coverage that helped lift Micron). That influence helps the bank’s equity research / sales trading revenues and bolsters client relationships. Morgan Stanley Pounds the Table on Micron Stock (MU)
• Neutral Sentiment: Morgan Stanley research pieces (e.g., on private companies reshaping industries and AV startups) highlight content leadership that supports long‑term advisory and wealth management positioning — strategic positives whose revenue impact is gradual. Private Companies Are Reshaping These 5 Industries: Morgan Stanley
• Negative Sentiment: Governance/headline risk from executive compensation: reports that CEO Ted Pick’s pay rose ~32% to ~$45M have created negative optics and may pressure sentiment among public investors sensitive to pay/governance issues. Morgan Stanley CEO Ted Pick’s pay rises 32% to $45 million
• Negative Sentiment: Industry headwinds for certain fee pools: reporting that major banks (including Morgan Stanley) are pulling back on financing some clean‑energy deals can weigh on potential investment banking and lending pipelines in that sector. US Clean Energy Deals Face Financing Risk as Big Banks Hold Back

Insider Activity

In related news, insider Charles A. Smith sold 8,500 shares of Morgan Stanley stock in a transaction 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 directly owned 119,128 shares of the company’s stock, valued at $21,690,826.24. The trade was a 6.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 completion of the sale, the insider owned 127,872 shares of the company’s stock, valued at $23,598,777.60. This represents a 13.53% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 129,191 shares of company stock worth $23,736,506. Corporate insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on MS shares. Dbs Bank upgraded shares of Morgan Stanley to a “moderate buy” rating in a research note on Wednesday, November 12th. Zacks Research upgraded Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, October 21st. Barclays boosted their price objective on Morgan Stanley from $183.00 to $219.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. HSBC restated a “hold” rating on shares of Morgan Stanley in a research note on Wednesday, January 7th. Finally, The Goldman Sachs Group reiterated a “neutral” rating on shares of Morgan Stanley in a research report on Tuesday, January 6th. Three analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $185.93.

Morgan Stanley Price Performance

Shares of MS stock opened at $168.15 on Friday. The firm has a market cap of $267.24 billion, a price-to-earnings ratio of 16.47, a PEG ratio of 1.42 and a beta of 1.20. Morgan Stanley has a 12 month low of $94.33 and a 12 month high of $192.68. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.27. The stock has a 50-day moving average price of $180.96 and a 200 day moving average price of $164.77.

Morgan Stanley (NYSE:MS) last released its earnings results 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. Morgan Stanley had a net margin of 14.09% and a return on equity of 16.92%. The company had revenue of $17.90 billion for the quarter, compared to the consensus estimate of $17.69 billion. During the same period in the prior year, the company posted $2.22 EPS. The company’s revenue was up 10.3% compared to the same quarter last year. Research analysts expect that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be paid a $1.00 dividend. The ex-dividend date of this dividend is Friday, January 30th. This represents a $4.00 dividend on an annualized basis and a yield of 2.4%. Morgan Stanley’s dividend payout ratio (DPR) is presently 39.18%.

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.