Dynamic Technology Lab Private Ltd Takes Position in Morgan Stanley $MS

Dynamic Technology Lab Private Ltd acquired a new stake in shares of Morgan Stanley (NYSE:MS) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 12,254 shares of the financial services provider’s stock, valued at approximately $2,175,000. Morgan Stanley comprises approximately 0.5% of Dynamic Technology Lab Private Ltd’s investment portfolio, making the stock its 15th largest holding.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC increased its holdings in Morgan Stanley by 10.2% in the 4th quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider’s stock worth $1,607,000 after purchasing an additional 1,185 shares in the last quarter. Main Street Financial Solutions LLC increased its holdings in Morgan Stanley by 69.0% in the 2nd quarter. Main Street Financial Solutions LLC now owns 8,964 shares of the financial services provider’s stock worth $1,263,000 after purchasing an additional 3,661 shares in the last quarter. Diversify Advisory Services LLC increased its holdings in Morgan Stanley by 90.9% in the 2nd quarter. Diversify Advisory Services LLC now owns 16,148 shares of the financial services provider’s stock worth $2,378,000 after purchasing an additional 7,688 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its holdings in Morgan Stanley by 6.3% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 263,575 shares of the financial services provider’s stock worth $37,127,000 after purchasing an additional 15,623 shares in the last quarter. Finally, Jupiter Wealth Management LLC increased its holdings in Morgan Stanley by 7.8% in the 2nd quarter. Jupiter Wealth Management LLC now owns 52,825 shares of the financial services provider’s stock worth $7,805,000 after purchasing an additional 3,807 shares in the last quarter. Institutional investors own 84.19% of the company’s stock.

Morgan Stanley Stock Performance

NYSE:MS opened at $214.19 on Friday. The company has a market capitalization of $337.84 billion, a PE ratio of 19.40, a P/E/G ratio of 1.60 and a beta of 1.23. The company has a 50 day simple moving average of $193.73 and a two-hundred day simple moving average of $180.84. The company has a debt-to-equity ratio of 3.52, a quick ratio of 0.77 and a current ratio of 0.77. Morgan Stanley has a fifty-two week low of $128.81 and a fifty-two week high of $219.16.

Morgan Stanley (NYSE:MS) last released its earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, beating analysts’ consensus estimates of $3.02 by $0.41. The business had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $19.23 billion. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The company’s revenue for the quarter was up 16.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.60 EPS. Research analysts anticipate that Morgan Stanley will post 11.85 earnings per share for the current year.

Morgan Stanley Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Thursday, April 30th were given a dividend of $1.00 per share. This represents a $4.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Thursday, April 30th. Morgan Stanley’s dividend payout ratio is currently 36.23%.

Key Morgan Stanley News

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

• Positive Sentiment: JPMorgan raised its price target on Morgan Stanley to $187 from $179 while keeping a neutral rating, signaling improved expectations even though the new target still implies downside from current levels.
• Positive Sentiment: Media coverage highlighted Morgan Stanley’s “wide awake” posture on M&A opportunities as the bank pursues a $10 trillion wealth-management ambition, which could support longer-term growth through acquisitions in advisors, private markets, and alternatives.
• Positive Sentiment: Additional reports emphasized Morgan Stanley’s continued strength in wealth management and its willingness to expand through inorganic growth, reinforcing the market’s view that the firm has multiple avenues for revenue growth.
• Neutral Sentiment: One article noted Morgan Stanley’s stock has climbed near its 52-week high, which may be drawing attention to valuation and limiting upside in the near term.
• Neutral Sentiment: Erste Group slightly lowered its FY2026 EPS estimate to $11.97 from $12.00, a minor change that does not appear to have altered the broader bullish tone.
• Negative Sentiment: Some market commentary continues to frame Morgan Stanley’s valuation as stretched after a strong rally, and the stock’s proximity to its 52-week high may prompt profit-taking.

Insider Buying and Selling at Morgan Stanley

In other Morgan Stanley news, insider Andrew M. Saperstein sold 51,668 shares of the stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $188.59, for a total transaction of $9,744,068.12. Following the completion of the sale, the insider owned 282,142 shares of the company’s stock, valued at approximately $53,209,159.78. This represents a 15.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Daniel A. Simkowitz sold 14,690 shares of the stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $189.24, for a total value of $2,779,935.60. Following the sale, the insider owned 365,802 shares of the company’s stock, valued at approximately $69,224,370.48. The trade was a 3.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 77,476 shares of company stock valued at $14,644,762. 0.17% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have issued reports on MS. Barclays upped their target price on Morgan Stanley from $219.00 to $230.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. Dbs Bank upped their target price on Morgan Stanley from $185.00 to $220.00 in a report on Thursday, May 7th. UBS Group upped their target price on Morgan Stanley from $196.00 to $214.00 in a report on Wednesday, May 6th. The Goldman Sachs Group upped their target price on Morgan Stanley from $186.00 to $205.00 and gave the stock a “neutral” rating in a report on Thursday, April 16th. Finally, Argus raised their target price on Morgan Stanley from $210.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Twelve investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, Morgan Stanley presently has a consensus rating of “Moderate Buy” and a consensus price target of $206.35.

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.