Mosley Wealth Management Has $1.57 Million Position in Morgan Stanley (NYSE:MS)

Mosley Wealth Management raised its stake in shares of Morgan Stanley (NYSE:MS) by 113.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 11,291 shares of the financial services provider’s stock after purchasing an additional 6,009 shares during the quarter. Morgan Stanley comprises about 1.0% of Mosley Wealth Management’s investment portfolio, making the stock its 26th largest position. Mosley Wealth Management’s holdings in Morgan Stanley were worth $1,566,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of MS. Principal Financial Group Inc. grew its position in shares of Morgan Stanley by 0.8% in the 3rd quarter. Principal Financial Group Inc. now owns 4,711,805 shares of the financial services provider’s stock valued at $491,159,000 after purchasing an additional 36,120 shares during the period. Thrivent Financial for Lutherans lifted its stake in Morgan Stanley by 0.7% in the 3rd quarter. Thrivent Financial for Lutherans now owns 66,871 shares of the financial services provider’s stock valued at $6,971,000 after acquiring an additional 497 shares in the last quarter. King Luther Capital Management Corp lifted its stake in Morgan Stanley by 23.3% in the 3rd quarter. King Luther Capital Management Corp now owns 18,238 shares of the financial services provider’s stock valued at $1,901,000 after acquiring an additional 3,448 shares in the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. lifted its stake in Morgan Stanley by 5.3% in the 3rd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 179,126 shares of the financial services provider’s stock valued at $18,672,000 after acquiring an additional 9,076 shares in the last quarter. Finally, Intech Investment Management LLC lifted its stake in Morgan Stanley by 1.8% in the 3rd quarter. Intech Investment Management LLC now owns 50,254 shares of the financial services provider’s stock valued at $5,238,000 after acquiring an additional 903 shares in the last quarter. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Morgan Stanley Stock Down 0.2 %

MS stock opened at $120.26 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 3.14. The firm has a market capitalization of $193.96 billion, a PE ratio of 15.15, a PEG ratio of 1.18 and a beta of 1.35. Morgan Stanley has a 1-year low of $85.01 and a 1-year high of $142.03. The business’s 50 day simple moving average is $130.55 and its 200 day simple moving average is $122.97.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings data on Thursday, January 16th. The financial services provider reported $2.22 EPS for the quarter, beating analysts’ consensus estimates of $1.54 by $0.68. Morgan Stanley had a return on equity of 14.39% and a net margin of 12.48%. The firm had revenue of $16.23 billion for the quarter, compared to analyst estimates of $15.03 billion. During the same period in the prior year, the firm posted $1.13 EPS. The company’s revenue for the quarter was up 25.9% on a year-over-year basis. As a group, research analysts anticipate that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 14th. Shareholders of record on Friday, January 31st were issued a $0.925 dividend. This represents a $3.70 dividend on an annualized basis and a yield of 3.08%. The ex-dividend date of this dividend was Friday, January 31st. Morgan Stanley’s dividend payout ratio is 46.60%.

Insider Buying and Selling at Morgan Stanley

In other news, insider Eric F. Grossman sold 13,097 shares of the stock in a transaction on Tuesday, January 21st. The stock was sold at an average price of $136.20, for a total transaction of $1,783,811.40. Following the sale, the insider now directly owns 197,444 shares of the company’s stock, valued at approximately $26,891,872.80. This represents a 6.22 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Raja Akram sold 17,500 shares of the stock in a transaction on Tuesday, January 21st. The stock was sold at an average price of $136.01, for a total value of $2,380,175.00. Following the sale, the chief financial officer now directly owns 81,440 shares in the company, valued at approximately $11,076,654.40. This trade represents a 17.69 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.24% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Hsbc Global Res cut Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 26th. Citigroup boosted their target price on Morgan Stanley from $105.00 to $135.00 and gave the company a “neutral” rating in a research note on Monday, November 25th. Bank of America boosted their target price on Morgan Stanley from $146.00 to $153.00 and gave the company a “buy” rating in a research note on Friday, January 17th. JPMorgan Chase & Co. upped their price objective on Morgan Stanley from $104.00 to $108.00 and gave the stock a “neutral” rating in a research note on Monday, January 13th. Finally, HSBC cut Morgan Stanley from a “buy” rating to a “hold” rating and upped their price objective for the stock from $128.00 to $131.00 in a research note on Tuesday, November 26th. Twelve analysts have rated the stock with a hold rating and six have issued a buy rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $131.60.

Morgan Stanley Company Profile

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments.