Mirae Asset Global Investments Co. Ltd. bought a new position in shares of Morgan Stanley (NYSE:MS – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 332,995 shares of the financial services provider’s stock, valued at approximately $62,630,000.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Northern Financial Advisors Inc grew its position in shares of Morgan Stanley by 1.3% in the 3rd quarter. Northern Financial Advisors Inc now owns 5,543 shares of the financial services provider’s stock valued at $1,043,000 after buying an additional 70 shares during the last quarter. Profund Advisors LLC lifted its position in Morgan Stanley by 10.9% in the third quarter. Profund Advisors LLC now owns 11,658 shares of the financial services provider’s stock valued at $2,193,000 after acquiring an additional 1,144 shares during the last quarter. Vise Technologies Inc. lifted its position in Morgan Stanley by 10.1% in the third quarter. Vise Technologies Inc. now owns 81,456 shares of the financial services provider’s stock valued at $15,320,000 after acquiring an additional 7,479 shares during the last quarter. Investment Partners LTD. boosted its stake in Morgan Stanley by 6.1% in the third quarter. Investment Partners LTD. now owns 2,343 shares of the financial services provider’s stock valued at $441,000 after acquiring an additional 134 shares in the last quarter. Finally, Summit Global Investments boosted its stake in Morgan Stanley by 149.7% in the third quarter. Summit Global Investments now owns 9,229 shares of the financial services provider’s stock valued at $1,736,000 after acquiring an additional 5,533 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: Strong deal activity supports investment-banking momentum. Morgan Stanley ranked among the leading advisers by deal value in the automotive, technology, media and telecom, and power sectors during the first three quarters of 2026. Sustained M&A activity could support advisory-fee revenue. Mitsubishi UFJ and Morgan Stanley lead automotive M&A financial advisers’ list Morgan Stanley leads TMT M&A advisers
- Positive Sentiment: Morgan Stanley is participating in a large AI infrastructure financing. The firm is part of a reported $63 billion financing structure involving Blackstone, Bank of America, and Citigroup to fund AI computing equipment leased to Anthropic. The transaction may create fee income and reinforce MS’s position in rapidly growing AI-related capital markets. Wall Street’s New $63 Billion AI Deal
- Neutral Sentiment: Analyst visibility remains high, but investor attention is focused on valuation. Morgan Stanley was among the most-watched stocks on Zacks, while commentary questioned whether its strong multiyear rally and current valuation are justified by returns on capital and future earnings growth. Shares were recently below both their 50-day and 200-day moving averages, signaling continued technical pressure.
- Negative Sentiment: AI exposure also introduces risk concerns. Commentary on the Anthropic financing warned that lenders and investors could face losses if AI hardware becomes obsolete, utilization disappoints, or AI-related valuations decline. Such concerns may weigh on sentiment toward MS even though the deal offers potential fee opportunities. Can Morgan Stanley Justify Its Price After AI Deal Wins?
Morgan Stanley Stock Up 0.0%
MS stock opened at $184.38 on Monday. The company has a market cap of $290.82 billion, a price-to-earnings ratio of 14.63, a price-to-earnings-growth ratio of 1.23 and a beta of 1.23. The company has a fifty day moving average price of $198.11 and a 200 day moving average price of $194.29. The company has a debt-to-equity ratio of 3.65, a current ratio of 0.79 and a quick ratio of 0.79. Morgan Stanley has a 12 month low of $152.80 and a 12 month high of $232.25.
Morgan Stanley (NYSE:MS – Get Free Report) last issued its quarterly earnings data on Wednesday, October 14th. The financial services provider reported $3.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.93 by $0.10. The company had revenue of $20.34 billion for the quarter, compared to the consensus estimate of $19.93 billion. Morgan Stanley had a net margin of 15.63% and a return on equity of 19.40%. Morgan Stanley’s revenue for the quarter was up 11.6% on a year-over-year basis. During the same period last year, the firm posted $2.80 EPS. Sell-side analysts expect that Morgan Stanley will post 12.83 earnings per share for the current year.
Morgan Stanley Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Friday, October 30th will be issued a dividend of $1.15 per share. The ex-dividend date of this dividend is Friday, October 30th. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.5%. Morgan Stanley’s dividend payout ratio (DPR) is currently 36.51%.
Analyst Upgrades and Downgrades
Several equities analysts have issued reports on the company. JPMorgan Chase & Co. raised their price objective on Morgan Stanley from $195.00 to $198.00 and gave the stock a “neutral” rating in a report on Friday, October 16th. Evercore reissued an “outperform” rating on shares of Morgan Stanley in a report on Monday, July 6th. Keefe, Bruyette & Woods reissued an “outperform” rating and issued a $230.00 target price (down from $250.00) on shares of Morgan Stanley in a research report on Thursday, October 15th. Bank of America raised their price target on Morgan Stanley from $225.00 to $250.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Finally, BMO Capital Markets dropped their price target on Morgan Stanley from $215.00 to $210.00 and set an “outperform” rating on the stock in a research note on Monday, October 19th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $214.62.
Read Our Latest Report on Morgan Stanley
Morgan Stanley Company Profile
Morgan Stanley (NYSE: MS) is a global financial services company that provides investment banking, securities, wealth management and investment management services to corporations, institutions, governments and individual investors. Founded in 1935, the company is headquartered in New York City and serves clients through operations across North America, Europe, Asia-Pacific and other international markets.
Through its Institutional Securities segment, Morgan Stanley offers investment banking, equity and fixed-income sales and trading, research, lending and related capital-markets services.
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