Morgan Stanley (NYSE:MS – Free Report) had its target price reduced by Evercore from $215.00 to $190.00 in a research note published on Monday,MarketScreener reports. Evercore currently has an outperform rating on the financial services provider’s stock.
Other analysts have also issued reports about the company. Rothschild & Co Redburn decreased their price target on Morgan Stanley from $175.00 to $171.00 and set a “neutral” rating on the stock in a research note on Wednesday, April 1st. JPMorgan Chase & Co. raised their price target on Morgan Stanley from $173.00 to $179.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 10th. Barclays raised their price target on Morgan Stanley from $183.00 to $219.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Wolfe Research decreased their price target on Morgan Stanley from $221.00 to $197.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 1st. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $207.00 price target on shares of Morgan Stanley in a research note on Friday, January 16th. Seven investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $188.87.
Check Out Our Latest Research Report on MS
Morgan Stanley Trading Up 0.3%
Morgan Stanley (NYSE:MS – Get Free Report) last posted 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. The firm had revenue of $17.90 billion during the quarter, compared to analysts’ expectations of $17.69 billion. Morgan Stanley had a return on equity of 16.78% 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 quarter last year, the business posted $2.22 EPS. Equities research analysts predict that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.
Morgan Stanley Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were paid a $1.00 dividend. This represents a $4.00 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Friday, January 30th. Morgan Stanley’s payout ratio is currently 39.18%.
Insiders Place Their Bets
In other news, CFO Sharon Yeshaya sold 15,838 shares of Morgan Stanley stock in a transaction dated 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 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 position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, insider Daniel A. Simkowitz sold 32,968 shares of Morgan Stanley stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $182.61, for a total value of $6,020,286.48. Following the completion of the transaction, the insider directly owned 357,342 shares in the company, valued at $65,254,222.62. This represents a 8.45% decrease in their ownership of the stock. 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. 0.19% of the stock is owned by insiders.
Hedge Funds Weigh In On Morgan Stanley
Several hedge funds and other institutional investors have recently modified their holdings of MS. CBIZ Investment Advisory Services LLC lifted its position in Morgan Stanley by 12.3% during the 4th quarter. CBIZ Investment Advisory Services LLC now owns 502 shares of the financial services provider’s stock worth $89,000 after acquiring an additional 55 shares in the last quarter. Powers Advisory Group LLC lifted its position in Morgan Stanley by 4.0% during the 4th quarter. Powers Advisory Group LLC now owns 1,443 shares of the financial services provider’s stock worth $256,000 after acquiring an additional 56 shares in the last quarter. Fielder Capital Group LLC lifted its position in Morgan Stanley by 1.4% during the 4th quarter. Fielder Capital Group LLC now owns 4,216 shares of the financial services provider’s stock worth $748,000 after acquiring an additional 57 shares in the last quarter. Central Bank & Trust Co. lifted its position in Morgan Stanley by 3.4% during the 4th quarter. Central Bank & Trust Co. now owns 1,767 shares of the financial services provider’s stock worth $314,000 after acquiring an additional 58 shares in the last quarter. Finally, Howard Financial Services LTD. lifted its position in Morgan Stanley by 1.6% during the 4th quarter. Howard Financial Services LTD. now owns 3,579 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 58 shares in the last quarter. 84.19% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting Morgan Stanley
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Jefferies says Morgan Stanley should benefit from a trading surge and steady dealmaking, raising expectations for a strong Q1 — a near‑term earnings catalyst. Goldman Sachs, Morgan Stanley seen riding trading boom as dealmaking holds firm, Jefferies says
- Positive Sentiment: Goldman Sachs raised its price target on MS (from $172 to $186), which supports a constructive view from a large Wall Street shop and may attract buyers. Goldman Sachs adjusts price target on Morgan Stanley to $186
- Positive Sentiment: Billionaire Ken Griffin maintains a sizable stake in Morgan Stanley — a notable institutional endorsement that can support sentiment. Is Morgan Stanley (MS) The Best Financial Stock to Buy According to Billionaire Ken Griffin?
- Neutral Sentiment: Morgan Stanley Direct Lending Fund set a Q1 2026 results call — investors in MS‑linked credit vehicles should monitor fund results for credit performance and fee generation. Morgan Stanley Direct Lending Sets Q1 2026 Results Call
- Neutral Sentiment: Morgan Stanley research says AI‑driven labor disruption remains limited so far — a thematic view that may temper near‑term risk narratives around financials but is not an immediate earnings driver. Morgan Stanley finds AI labor disruption remains limited in early stages
- Negative Sentiment: Evercore and BMO both cut Morgan Stanley’s price target (from $215 to $190), signaling reduced upside from some sell‑side desks and adding near‑term pressure on sentiment. Evercore adjusts price target on Morgan Stanley to $190 BMO Capital adjusts price target on Morgan Stanley to $190
- Negative Sentiment: Firm is launching a private‑credit vehicle while the sector faces liquidity stress — this could expand fee opportunities but also raises execution and liquidity risk that investors may discount. Morgan Stanley Plans Private Credit Fund Even as Investors Flee
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.
Read More
Receive News & Ratings for Morgan Stanley Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Morgan Stanley and related companies with MarketBeat.com's FREE daily email newsletter.
