Tlwm Raises Holdings in Morgan Stanley (NYSE:MS)

Tlwm increased its position in Morgan Stanley (NYSE:MS) by 4.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 13,615 shares of the financial services provider’s stock after purchasing an additional 584 shares during the period. Morgan Stanley accounts for about 0.3% of Tlwm’s holdings, making the stock its 23rd biggest holding. Tlwm’s holdings in Morgan Stanley were worth $1,712,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Sivia Capital Partners LLC lifted its position in Morgan Stanley by 3.3% during the 4th quarter. Sivia Capital Partners LLC now owns 2,748 shares of the financial services provider’s stock worth $346,000 after acquiring an additional 87 shares during the period. Cardinal Point Capital Management ULC increased its stake in Morgan Stanley by 3.5% in the 4th quarter. Cardinal Point Capital Management ULC now owns 2,697 shares of the financial services provider’s stock valued at $339,000 after buying an additional 90 shares during the period. Bank of New Hampshire raised its position in Morgan Stanley by 1.5% during the 4th quarter. Bank of New Hampshire now owns 6,313 shares of the financial services provider’s stock worth $794,000 after buying an additional 93 shares during the last quarter. Rosenberg Matthew Hamilton lifted its stake in shares of Morgan Stanley by 2.6% in the 3rd quarter. Rosenberg Matthew Hamilton now owns 3,748 shares of the financial services provider’s stock worth $391,000 after acquiring an additional 96 shares during the period. Finally, Omnia Family Wealth LLC boosted its holdings in shares of Morgan Stanley by 3.3% in the third quarter. Omnia Family Wealth LLC now owns 3,063 shares of the financial services provider’s stock valued at $319,000 after acquiring an additional 97 shares in the last quarter. 84.19% of the stock is owned by institutional investors and hedge funds.

Morgan Stanley Trading Up 0.5 %

Shares of MS stock opened at $124.03 on Tuesday. The firm’s 50 day moving average price is $128.61 and its two-hundred day moving average price is $112.83. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 3.14. Morgan Stanley has a fifty-two week low of $83.09 and a fifty-two week high of $136.24. The stock has a market cap of $199.82 billion, a price-to-earnings ratio of 18.88, a price-to-earnings-growth ratio of 1.18 and a beta of 1.36.

Morgan Stanley (NYSE:MS) last released its quarterly earnings results on Wednesday, October 16th. The financial services provider reported $1.88 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.31. Morgan Stanley had a return on equity of 12.58% and a net margin of 10.64%. The firm had revenue of $15.38 billion during the quarter, compared to analysts’ expectations of $14.27 billion. On average, analysts anticipate that Morgan Stanley will post 7.33 EPS for the current year.

Morgan Stanley Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, November 15th. Stockholders of record on Thursday, October 31st were given a dividend of $0.925 per share. This represents a $3.70 dividend on an annualized basis and a dividend yield of 2.98%. The ex-dividend date was Thursday, October 31st. Morgan Stanley’s payout ratio is currently 56.32%.

Insider Activity at Morgan Stanley

In related news, Director Stephen J. Luczo sold 60,000 shares of the company’s stock in a transaction that occurred on Thursday, October 17th. The stock was sold at an average price of $119.17, for a total transaction of $7,150,200.00. Following the sale, the director now directly owns 138,363 shares of the company’s stock, valued at approximately $16,488,718.71. This represents a 30.25 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 0.24% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on MS shares. UBS Group increased their target price on Morgan Stanley from $102.00 to $112.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 8th. Hsbc Global Res downgraded Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 26th. Royal Bank of Canada upped their price target on shares of Morgan Stanley from $108.00 to $122.00 and gave the stock a “sector perform” rating in a research note on Thursday, October 17th. Jefferies Financial Group increased their price target on shares of Morgan Stanley from $120.00 to $135.00 and gave the company a “buy” rating in a report on Thursday, October 17th. Finally, Citigroup lifted their price objective on Morgan Stanley from $105.00 to $135.00 and gave the stock a “neutral” rating in a report on Monday, November 25th. Eleven equities research analysts have rated the stock with a hold rating and six have issued a buy rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $126.07.

About Morgan Stanley

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments.