HUB Investment Partners LLC Has $25.84 Million Stock Position in Morgan Stanley $MS

HUB Investment Partners LLC cut its stake in Morgan Stanley (NYSE:MS) by 10.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 162,571 shares of the financial services provider’s stock after selling 19,748 shares during the period. Morgan Stanley comprises approximately 0.9% of HUB Investment Partners LLC’s holdings, making the stock its 19th largest holding. HUB Investment Partners LLC’s holdings in Morgan Stanley were worth $25,842,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of MS. WFA of San Diego LLC acquired a new stake in Morgan Stanley in the 2nd quarter valued at $28,000. Greykasell Wealth Strategies Inc. grew its holdings in shares of Morgan Stanley by 65.2% in the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock worth $29,000 after purchasing an additional 73 shares during the last quarter. Compass Financial Services Inc acquired a new stake in shares of Morgan Stanley during the 2nd quarter worth about $32,000. Family Legacy Financial Solutions LLC lifted its holdings in Morgan Stanley by 91.9% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 213 shares of the financial services provider’s stock valued at $34,000 after purchasing an additional 102 shares during the last quarter. Finally, Howard Hughes Medical Institute acquired a new position in Morgan Stanley in the second quarter valued at about $38,000. Institutional investors own 84.19% of the company’s stock.

Key Headlines Impacting Morgan Stanley

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

• Positive Sentiment: Morgan Stanley filed an updated S‑1 / SEC amendment advancing its planned spot Bitcoin ETF (naming Coinbase custody and BNY Mellon roles). That materially increases the firm’s potential fee pool (trading, custody, securities lending) if approved — a strategic growth lever beyond traditional banking. Morgan Stanley Files Updated SEC Amendment for Spot Bitcoin ETF Launch
• Positive Sentiment: Morgan Stanley provided financing (initial $500M, expandable to $1B) to Core Scientific for data center/AI infrastructure, demonstrating growth in corporate lending and structured finance opportunities tied to AI/crypto infrastructure. That can add fee and interest income if credit performance holds. Core Scientific secures up to $1B credit from Morgan Stanley for data centers
• Neutral Sentiment: Public commentary from Morgan Stanley events (tech/AI conferences) keeps the firm visible as an advisor/market‑maker in tech and AI financing; useful for long‑term franchise positioning but not an immediate earnings surprise. Morgan Stanley’s top tech banker: It’s ‘wartime, not peacetime’ for software
• Negative Sentiment: Morgan Stanley announced cuts of roughly 2,500 roles (~3% of workforce) across divisions. Markets often react negatively to broad layoffs because they signal restructuring risk, potential disruption to revenue growth and near‑term execution uncertainty even if they imply future cost savings. Morgan Stanley Sheds 2,500 Employees in Companywide Layoffs
• Negative Sentiment: Investor flow appears to favor trimming MS exposure amid the headlines; analysts and market commentators are re‑assessing near‑term margins and execution risk despite record revenues in 2025 — producing downward pressure on the share price today. Morgan Stanley Cuts 3% Workforce Despite Record Revenues in 2025

Wall Street Analysts Forecast Growth

MS has been the subject of a number of research analyst reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of Morgan Stanley in a research note on Thursday, January 22nd. Wall Street Zen raised Morgan Stanley from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Wolfe Research restated an “outperform” rating and issued a $211.00 target price on shares of Morgan Stanley in a research note on Wednesday, January 7th. Erste Group Bank reaffirmed a “hold” rating on shares of Morgan Stanley in a report on Thursday. Finally, JPMorgan Chase & Co. raised their price objective on shares of Morgan Stanley from $157.00 to $162.00 and gave the company a “neutral” rating in a research report on Thursday, January 8th. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $185.93.

Insider Transactions at Morgan Stanley

In other Morgan Stanley news, insider Daniel A. Simkowitz sold 32,968 shares of the firm’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $182.61, for a total transaction of $6,020,286.48. Following the transaction, the insider owned 357,342 shares in the company, valued at approximately $65,254,222.62. This trade represents a 8.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Michael A. Pizzi sold 20,000 shares of the business’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $184.55, for a total value of $3,691,000.00. Following the transaction, the insider owned 127,872 shares of the company’s stock, valued at $23,598,777.60. The trade was a 13.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 129,191 shares of company stock valued at $23,736,506. Corporate insiders own 0.19% of the company’s stock.

Morgan Stanley Trading Down 1.5%

Shares of NYSE MS opened at $160.15 on Friday. Morgan Stanley has a fifty-two week low of $94.33 and a fifty-two week high of $192.68. The firm has a market capitalization of $254.30 billion, a P/E ratio of 15.69, a P/E/G ratio of 1.31 and a beta of 1.20. The company has a debt-to-equity ratio of 3.39, a current ratio of 0.81 and a quick ratio of 0.81. The company’s 50 day simple moving average is $178.20 and its 200 day simple moving average is $167.69.

Morgan Stanley (NYSE:MS) last released its earnings results 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 analyst estimates of $17.69 billion. Morgan Stanley had a net margin of 14.09% and a return on equity of 16.78%. The business’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.22 EPS. On average, analysts predict that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Friday, January 30th. Morgan Stanley’s dividend payout ratio is currently 39.18%.

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.