Coldstream Capital Management Inc. Buys 4,018 Shares of Morgan Stanley $MS

Coldstream Capital Management Inc. increased its stake in shares of Morgan Stanley (NYSE:MS) by 5.9% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 72,564 shares of the financial services provider’s stock after purchasing an additional 4,018 shares during the period. Coldstream Capital Management Inc.’s holdings in Morgan Stanley were worth $11,535,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in MS. Vanguard Group Inc. boosted its position in shares of Morgan Stanley by 1.1% in the second quarter. Vanguard Group Inc. now owns 119,123,487 shares of the financial services provider’s stock valued at $16,779,734,000 after acquiring an additional 1,354,142 shares during the period. Capital International Investors grew its stake in Morgan Stanley by 0.6% during the third quarter. Capital International Investors now owns 27,321,214 shares of the financial services provider’s stock valued at $4,343,523,000 after acquiring an additional 167,487 shares in the last quarter. Fisher Asset Management LLC increased its holdings in Morgan Stanley by 1.9% during the 3rd quarter. Fisher Asset Management LLC now owns 24,494,146 shares of the financial services provider’s stock worth $3,893,590,000 after acquiring an additional 448,960 shares during the period. Norges Bank purchased a new stake in Morgan Stanley in the 2nd quarter worth approximately $2,234,883,000. Finally, Ameriprise Financial Inc. lifted its stake in Morgan Stanley by 6.1% in the 3rd quarter. Ameriprise Financial Inc. now owns 14,260,650 shares of the financial services provider’s stock worth $2,267,847,000 after purchasing an additional 822,120 shares in the last quarter. Institutional investors own 84.19% of the company’s stock.

Morgan Stanley Stock Performance

Morgan Stanley stock opened at $157.89 on Wednesday. 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 3.39, a quick ratio of 0.81 and a current ratio of 0.81. The stock has a market cap of $250.71 billion, a P/E ratio of 15.46, a price-to-earnings-growth ratio of 1.25 and a beta of 1.20. The firm’s fifty day moving average price is $174.90 and its 200-day moving average price is $168.49.

Morgan Stanley (NYSE:MS) last announced its earnings results on Thursday, January 15th. The financial services provider reported $2.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.28 by $0.40. The company had revenue of $17.90 billion during the quarter, compared to analyst estimates of $17.69 billion. Morgan Stanley had a net margin of 14.09% and a return on equity of 16.78%. 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 earned $2.22 earnings per share. 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 disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were issued a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Friday, January 30th. Morgan Stanley’s dividend payout ratio is presently 39.18%.

Insider Activity

In other news, insider Andrew M. Saperstein sold 30,330 shares of the stock in a transaction dated Tuesday, January 20th. The stock was 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 approximately $51,501,921.22. This represents a 9.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Sharon Yeshaya sold 15,838 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $185.77, for a total value of $2,942,225.26. Following the transaction, the chief financial officer directly owned 135,304 shares in the company, valued at approximately $25,135,424.08. This represents a 10.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 129,191 shares of company stock worth $23,736,506. 0.19% of the stock is currently owned by insiders.

Key Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley Wealth Management announced it surpassed $1 trillion in IRA assets under management — a credibility and fee-growth milestone for the advisory business that supports recurring revenue and investor confidence. Morgan Stanley Wealth Management Surpasses $1 Trillion in Individual Retirement Account Assets Under Management
• Positive Sentiment: Morgan Stanley’s infrastructure arm agreed to sell its stake in the Bayonne Energy Center — a realization event for its private infrastructure platform that can improve reported results for MSIM and validate deal execution. Morgan Stanley Infrastructure Partners Agrees to Sell Bayonne Energy Center
• Positive Sentiment: Industry reports are highlighting Morgan Stanley among attractive investment‑bank names as trading, underwriting and advisory momentum improve — supportive for valuation multiples across the group. 3 Investment Bank Stocks to Buy From a Flourishing Industry
• Neutral Sentiment: The firm’s own macro views (e.g., sticking with a June rate‑cut call) help frame expectations for net interest income and market activity — this is a mixed but market-moving stance that traders will digest alongside Fed expectations. Morgan Stanley Sticks With June Rate Cut Call as Oil Surges
• Negative Sentiment: Morgan Stanley strategists (notably Mike Wilson) have warned the market may not have bottomed — that bearish research can pressure cyclical financial names if investors rotate to defensives. Stocks haven’t hit bottom yet, says the analyst who called a ‘rolling recession’ when everyone else saw a boom
• Negative Sentiment: Morgan Stanley research flagged broader risks in private credit from AI-driven disruption — commentary that could raise concerns about MS’s exposure through credit and alternative‑asset businesses. Investors will watch for how the firm hedges or discloses that exposure. Morgan Stanley says AI disruption of software will send private credit defaults surging

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. Wells Fargo & Company boosted their price target on shares of Morgan Stanley from $177.00 to $189.00 and gave the company an “equal weight” rating in a research report on Monday, January 5th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $207.00 price objective on shares of Morgan Stanley in a research report on Friday, January 16th. HSBC reissued a “hold” rating on shares of Morgan Stanley in a research note on Wednesday, January 7th. Weiss Ratings restated a “buy (b-)” rating on shares of Morgan Stanley in a research note on Thursday, January 22nd. Finally, BNP Paribas Exane raised their price target on Morgan Stanley from $170.00 to $195.00 in a report on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $187.14.

Morgan Stanley 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.