Morgan Stanley $MS Shares Purchased by Partners Wealth Management LLC

Partners Wealth Management LLC increased its position in shares of Morgan Stanley (NYSE:MS) by 115.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,079 shares of the financial services provider’s stock after purchasing an additional 3,253 shares during the period. Partners Wealth Management LLC’s holdings in Morgan Stanley were worth $1,143,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Mitsubishi UFJ Financial Group Inc. purchased a new stake in shares of Morgan Stanley during the 2nd quarter valued at approximately $78,825,883,310. Bank of America Corp DE lifted its holdings in Morgan Stanley by 0.5% in the first quarter. Bank of America Corp DE now owns 16,326,676 shares of the financial services provider’s stock valued at $2,686,881,000 after acquiring an additional 87,533 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Morgan Stanley by 1.7% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 11,206,144 shares of the financial services provider’s stock valued at $2,342,532,000 after acquiring an additional 188,296 shares during the last quarter. Bank of New York Mellon Corp purchased a new position in Morgan Stanley in the second quarter worth approximately $2,040,227,000. Finally, Dimensional Fund Advisors LP grew its position in Morgan Stanley by 0.9% in the first quarter. Dimensional Fund Advisors LP now owns 7,235,756 shares of the financial services provider’s stock worth $1,190,585,000 after acquiring an additional 65,739 shares during the period. 84.19% of the stock is owned by hedge funds and other institutional investors.

Morgan Stanley Stock Performance

NYSE:MS opened at $184.38 on Friday. The company has a debt-to-equity ratio of 3.65, a quick ratio of 0.79 and a current ratio of 0.79. The stock has a market capitalization of $290.82 billion, a P/E ratio of 14.63, a PEG ratio of 1.27 and a beta of 1.22. The company has a 50 day moving average price of $198.11 and a 200 day moving average price of $194.29. Morgan Stanley has a fifty-two week low of $152.80 and a fifty-two week high of $232.25.

Morgan Stanley (NYSE:MS) last posted its earnings results on Wednesday, October 14th. The financial services provider reported $3.03 earnings per share for the quarter, beating the consensus estimate of $2.93 by $0.10. The firm had revenue of $20.34 billion during 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%. The firm’s revenue for the quarter was up 11.6% on a year-over-year basis. During the same quarter last year, the firm earned $2.80 EPS. Equities research analysts forecast that Morgan Stanley will post 12.83 EPS for the current year.

Morgan Stanley Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be given a dividend of $1.15 per share. This represents a $4.60 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Friday, October 30th. Morgan Stanley’s dividend payout ratio (DPR) is currently 36.51%.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on MS. Bank of America raised their target price on Morgan Stanley from $225.00 to $250.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Royal Bank Of Canada decreased their price target on Morgan Stanley from $243.00 to $195.00 and set a “sector perform” rating on the stock in a research note on Thursday, October 15th. Evercore reiterated an “outperform” rating on shares of Morgan Stanley in a report on Monday, July 6th. Freedom Capital raised Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Finally, UBS Group reduced their price objective on shares of Morgan Stanley from $260.00 to $236.00 and set a “buy” rating on the stock in a report on Monday, October 5th. Two equities 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 given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $214.62.

Key Morgan Stanley News

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 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.