Compagnie Lombard Odier SCmA Has $4.24 Million Position in Morgan Stanley (NYSE:MS)

Compagnie Lombard Odier SCmA lowered its position in Morgan Stanley (NYSE:MS) by 0.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 33,750 shares of the financial services provider’s stock after selling 100 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Morgan Stanley were worth $4,243,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Geode Capital Management LLC lifted its stake in Morgan Stanley by 1.1% in the third quarter. Geode Capital Management LLC now owns 25,240,729 shares of the financial services provider’s stock valued at $2,621,140,000 after acquiring an additional 269,633 shares during the last quarter. Fisher Asset Management LLC lifted its stake in Morgan Stanley by 2.7% in the third quarter. Fisher Asset Management LLC now owns 22,404,981 shares of the financial services provider’s stock valued at $2,335,495,000 after acquiring an additional 590,872 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Morgan Stanley by 4.8% in the third quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,454,177 shares of the financial services provider’s stock valued at $881,263,000 after acquiring an additional 385,780 shares during the last quarter. Franklin Resources Inc. lifted its stake in shares of Morgan Stanley by 75.2% during the 3rd quarter. Franklin Resources Inc. now owns 7,850,848 shares of the financial services provider’s stock worth $881,493,000 after buying an additional 3,369,520 shares during the last quarter. Finally, Principal Financial Group Inc. lifted its stake in shares of Morgan Stanley by 0.8% during the 3rd quarter. Principal Financial Group Inc. now owns 4,711,805 shares of the financial services provider’s stock worth $491,159,000 after buying an additional 36,120 shares during the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Jefferies Financial Group raised their target price on shares of Morgan Stanley from $120.00 to $135.00 and gave the stock a “buy” rating in a research note on Thursday, October 17th. The Goldman Sachs Group raised their target price on shares of Morgan Stanley from $106.00 to $121.00 and gave the stock a “neutral” rating in a research note on Thursday, October 17th. Hsbc Global Res cut shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 26th. Evercore ISI raised their target price on shares of Morgan Stanley from $140.00 to $150.00 and gave the stock an “outperform” rating in a research note on Friday, January 17th. Finally, JPMorgan Chase & Co. raised their target price on shares of Morgan Stanley from $104.00 to $108.00 and gave the stock a “neutral” rating in a research note on Monday, January 13th. Eleven investment analysts have rated the stock with a hold rating and six have given a buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $131.27.

Morgan Stanley Price Performance

MS stock opened at $136.96 on Friday. 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 12 month low of $83.69 and a 12 month high of $142.03. The firm has a market cap of $220.65 billion, a P/E ratio of 17.25, a P/E/G ratio of 1.24 and a beta of 1.37. The company’s 50-day moving average price is $131.09 and its two-hundred day moving average price is $118.07.

Morgan Stanley (NYSE:MS) last released its earnings results on Thursday, January 16th. The financial services provider reported $2.22 EPS for the quarter, beating the consensus estimate of $1.54 by $0.68. Morgan Stanley had a net margin of 12.48% and a return on equity of 14.39%. The firm had revenue of $16.23 billion for the quarter, compared to analyst estimates of $15.03 billion. During the same period last year, the firm earned $1.13 EPS. The business’s quarterly revenue was up 25.9% compared to the same quarter last year. On average, analysts anticipate that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Morgan Stanley Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 14th. Shareholders of record on Friday, January 31st will be issued a $0.925 dividend. This represents a $3.70 annualized dividend and a yield of 2.70%. The ex-dividend date is Friday, January 31st. Morgan Stanley’s dividend payout ratio is currently 46.60%.

Insider Buying and Selling at Morgan Stanley

In related news, insider Eric F. Grossman sold 13,097 shares of Morgan Stanley stock in a transaction that occurred on Tuesday, January 21st. The shares were sold at an average price of $136.20, for a total transaction of $1,783,811.40. Following the sale, the insider now directly owns 197,444 shares of the company’s stock, valued at approximately $26,891,872.80. The trade was a 6.22 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Raja Akram sold 17,500 shares of Morgan Stanley stock in a transaction that occurred on Tuesday, January 21st. The shares were sold at an average price of $136.01, for a total transaction of $2,380,175.00. Following the sale, the chief financial officer now directly owns 81,440 shares in the company, valued at $11,076,654.40. This trade represents a 17.69 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.24% of the company’s stock.

Morgan Stanley Company Profile

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.