Lombard Odier Asset Management Switzerland SA Has $12.13 Million Holdings in Morgan Stanley $MS

Lombard Odier Asset Management Switzerland SA grew its holdings in Morgan Stanley (NYSE:MS) by 45.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 68,309 shares of the financial services provider’s stock after purchasing an additional 21,300 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in Morgan Stanley were worth $12,127,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Motiv8 Investments LLC acquired a new stake in shares of Morgan Stanley in the fourth quarter valued at about $25,000. Olistico Wealth LLC acquired a new stake in shares of Morgan Stanley in the fourth quarter valued at about $27,000. Lodestone Wealth Management LLC acquired a new stake in shares of Morgan Stanley in the fourth quarter valued at about $28,000. WFA of San Diego LLC acquired a new stake in shares of Morgan Stanley in the second quarter valued at about $28,000. Finally, Nvest Wealth Strategies Inc. acquired a new stake in shares of Morgan Stanley in the fourth quarter valued at about $31,000. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Morgan Stanley

In other Morgan Stanley news, insider Andrew M. Saperstein sold 51,668 shares of the company’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $188.59, for a total value of $9,744,068.12. Following the transaction, the insider directly owned 282,142 shares in the company, valued at $53,209,159.78. The trade was a 15.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Eric F. Grossman sold 11,118 shares of the company’s stock in a transaction on Monday, April 20th. The shares were sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the completion of the transaction, the insider owned 169,403 shares in the company, valued at approximately $32,313,622.25. This represents a 6.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 77,476 shares of company stock worth $14,644,762 over the last ninety days. Insiders own 0.17% of the company’s stock.

Morgan Stanley News Roundup

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

• Positive Sentiment: Morgan Stanley said the bull market remains intact and could broaden further as investors rotate into cyclical sectors. The ‘Bull Market Is Intact,’ Says Morgan Stanley
• Positive Sentiment: The firm also highlighted stocks that can keep the rally going, reinforcing Morgan Stanley’s influence on market positioning and investor sentiment. These stocks have been beating the S&P 500 and could keep the bull market going, says Morgan Stanley
• Neutral Sentiment: Morgan Stanley was also in the news for stock-specific research calls, including upgrades and target hikes on names tied to AI infrastructure, data storage, and industrials, which reflects active and influential equity research coverage. Morgan Stanley (MS) Pounds the Table on These Data Storage Names

Morgan Stanley Price Performance

Shares of NYSE MS opened at $220.65 on Wednesday. The business’s 50 day moving average price is $195.85 and its two-hundred day moving average price is $181.71. The company has a market cap of $348.03 billion, a PE ratio of 19.99, a price-to-earnings-growth ratio of 1.63 and a beta of 1.23. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52. Morgan Stanley has a twelve month low of $129.66 and a twelve month high of $222.30.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, topping analysts’ consensus estimates of $3.02 by $0.41. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The firm had revenue of $20.58 billion for the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter in the previous year, the business earned $2.60 earnings per share. The business’s revenue was up 16.0% compared to the same quarter last year. On average, analysts predict that Morgan Stanley will post 11.87 EPS for the current year.

Morgan Stanley Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Thursday, April 30th were issued a $1.00 dividend. This represents a $4.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Thursday, April 30th. Morgan Stanley’s payout ratio is currently 36.23%.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Argus lifted their target price on Morgan Stanley from $210.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. BNP Paribas Exane boosted their target price on shares of Morgan Stanley from $195.00 to $205.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. JPMorgan Chase & Co. boosted their target price on shares of Morgan Stanley from $179.00 to $187.00 and gave the stock a “neutral” rating in a report on Friday, June 12th. Keefe, Bruyette & Woods boosted their target price on shares of Morgan Stanley from $210.00 to $218.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Finally, Daiwa Securities Group boosted their target price on shares of Morgan Stanley from $175.00 to $198.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. Twelve equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price 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.