CI Investments Inc. Has $5.50 Million Holdings in Morgan Stanley $MS

CI Investments Inc. grew its position in shares of Morgan Stanley (NYSE:MS) by 501.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 34,617 shares of the financial services provider’s stock after purchasing an additional 28,863 shares during the quarter. CI Investments Inc.’s holdings in Morgan Stanley were worth $5,503,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. WFA of San Diego LLC acquired a new position in Morgan Stanley in the second quarter valued at $28,000. Greykasell Wealth Strategies Inc. raised its position in shares of 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 acquiring an additional 73 shares in the last quarter. Compass Financial Services Inc acquired a new position in shares of Morgan Stanley in the 2nd quarter valued at about $32,000. Family Legacy Financial Solutions LLC boosted its position in shares of Morgan Stanley by 91.9% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 213 shares of the financial services provider’s stock valued at $34,000 after purchasing an additional 102 shares in the last quarter. Finally, Howard Hughes Medical Institute acquired a new stake in Morgan Stanley during the second quarter worth approximately $38,000. 84.19% of the stock is owned by institutional investors.

Key Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley filed amended registration for spot crypto ETFs and named Coinbase and BNY Mellon as custodians — a concrete step into ETF products that could generate new AUM and fee revenue if approved by the SEC. Morgan Stanley taps Coinbase and BNY for Bitcoin ETF custody
• Positive Sentiment: Firm-level research and public messaging (including bullish market notes) position Morgan Stanley to benefit from ongoing AI and market rotations — supports investment-banking deal flow and wealth-management client activity over time. Morgan Stanley Maintains Bullish US Stock Outlook Despite Iran Conflict
• Neutral Sentiment: Comments and takeaways from the Morgan Stanley Technology, Media & Telecom conference are raising sector-level interest (Google CFO and other tech commentary) — useful for sentiment and MS’s research/relationships, but not an immediate earnings catalyst. These Are the Key Future Growth Drivers that Google’s CFO Just Highlighted
• Negative Sentiment: Morgan Stanley will cut roughly 3% of its global workforce (~2,500 jobs) across investment banking, trading and wealth-management lines — cost-saving but a signal of margin pressure and potential near-term severance/one-time charges and execution risk. That news is likely weighing on sentiment for risk assets tied to fee growth. Morgan Stanley to cut about 3% of workforce across key divisions

Analyst Upgrades and Downgrades

MS has been the topic of a number of research analyst reports. Evercore cut Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 5th. Keefe, Bruyette & Woods increased their target price on shares of 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 restated a “neutral” rating on shares of Morgan Stanley in a report on Tuesday, January 6th. Dbs Bank upgraded shares of Morgan Stanley to a “moderate buy” rating in a report on Wednesday, November 12th. 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 note on Monday, January 5th. Three analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $185.93.

Insider Activity

In other Morgan Stanley news, insider Eric F. Grossman sold 21,555 shares of the company’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $184.00, for a total value of $3,966,120.00. Following the completion of the sale, the insider directly owned 171,005 shares of the company’s stock, valued at approximately $31,464,920. This represents a 11.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Andrew M. Saperstein sold 30,330 shares of the stock in a transaction dated 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 completion of the sale, the insider owned 280,481 shares of the company’s stock, valued at approximately $51,501,921.22. This trade represents a 9.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 129,191 shares of company stock worth $23,736,506. Company insiders own 0.19% of the company’s stock.

Morgan Stanley Price Performance

Shares of NYSE MS opened at $167.59 on Thursday. The stock has a market cap of $266.11 billion, a price-to-earnings ratio of 16.41, a PEG ratio of 1.34 and a beta of 1.20. The company has a debt-to-equity ratio of 3.39, a quick ratio of 0.81 and a current ratio of 0.81. Morgan Stanley has a fifty-two week low of $94.33 and a fifty-two week high of $192.68. The firm’s 50-day simple moving average is $179.02 and its 200 day simple moving average is $167.62.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings data on Thursday, January 15th. The financial services provider reported $2.68 EPS for the quarter, topping analysts’ consensus estimates of $2.28 by $0.40. Morgan Stanley had a return on equity of 16.78% and a net margin of 14.09%.The firm had revenue of $17.90 billion during the quarter, compared to analyst estimates of $17.69 billion. During the same period in the previous year, the company posted $2.22 EPS. The company’s revenue for the quarter was up 10.3% on a year-over-year basis. As a group, research analysts anticipate that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Morgan Stanley Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were paid a dividend of $1.00 per share. The ex-dividend date was Friday, January 30th. This represents a $4.00 annualized dividend and a yield of 2.4%. Morgan Stanley’s dividend payout ratio (DPR) is 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.