9,759,983 Shares in Morgan Stanley $MS Acquired by Bank of New York Mellon Corp

Bank of New York Mellon Corp acquired a new stake in shares of Morgan Stanley (NYSE:MS - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 9,759,983 shares of the financial services provider's stock, valued at approximately $2,040,227,000. Bank of New York Mellon Corp owned 0.62% of Morgan Stanley as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in MS. Norges Bank purchased a new position in shares of Morgan Stanley during the fourth quarter valued at approximately $2,736,648,000. Price T Rowe Associates Inc. MD boosted its holdings in Morgan Stanley by 29.1% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,917,776 shares of the financial services provider's stock valued at $2,648,354,000 after acquiring an additional 3,364,080 shares in the last quarter. Corient Private Wealth LLC boosted its holdings in Morgan Stanley by 142.4% in the fourth quarter. Corient Private Wealth LLC now owns 3,122,060 shares of the financial services provider's stock valued at $511,723,000 after acquiring an additional 1,833,844 shares in the last quarter. Vanguard Group Inc. increased its position in Morgan Stanley by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 119,718,100 shares of the financial services provider's stock valued at $21,253,554,000 after purchasing an additional 1,361,940 shares during the period. Finally, Thrivent Financial for Lutherans increased its position in Morgan Stanley by 2,332.9% during the 4th quarter. Thrivent Financial for Lutherans now owns 1,406,495 shares of the financial services provider's stock valued at $249,710,000 after purchasing an additional 1,348,683 shares during the period. 84.19% of the stock is owned by hedge funds and other institutional investors.

More Morgan Stanley News

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

• Positive Sentiment: Morgan Stanley selected Dallas for a major expansion outside New York, signaling long-term investment in Texas, potential operating-cost advantages, and broader access to talent. The move could support growth and geographic diversification, although it may also attract political scrutiny. Morgan Stanley picks Dallas for expansion outside NYC
• Positive Sentiment: Morgan Stanley’s research highlighted a potential 38-gigawatt power shortfall for AI data centers, identifying industrial and infrastructure companies that could benefit. This reinforces the firm’s advisory and research relevance in the fast-growing AI infrastructure market. Morgan Stanley Says AI Data Centers Face a 38-Gigawatt Power Gap
• Positive Sentiment: Morgan Stanley reportedly disclosed a 5.6% stake in IonQ, potentially providing upside if the quantum-computing investment appreciates. The position also demonstrates continued access to emerging-technology opportunities, though it is unlikely to materially affect Morgan Stanley’s earnings near term. Morgan Stanley Discloses 5.6% Stake in IonQ
• Neutral Sentiment: Morgan Stanley raised its gold outlook to above $5,000 per ounce by 2027, which may benefit commodities research, trading, and client activity. However, the forecast itself has limited direct impact on the company’s fundamentals. Morgan Stanley Forecasts Gold to Surpass $5,000 by 2027
• Negative Sentiment: A former advisor has accused Morgan Stanley of gender and disability discrimination, inappropriate pressure, confidentiality breaches, and denial of medical leave. The allegations are not adjudicated, but they create potential legal, compliance, and reputational risks. What Is Morgan Stanley Being Accused Of?
• Negative Sentiment: Scotiabank hired Richard Tory, described as Morgan Stanley’s leading Canadian banker. The departure could raise concerns about talent retention and competitive pressure in Morgan Stanley’s Canadian investment-banking operations. Scotiabank hires Morgan Stanley’s top Canada banker

Analyst Upgrades and Downgrades

MS has been the subject of several research analyst reports. Rothschild & Co Redburn raised their target price on shares of Morgan Stanley from $183.00 to $195.00 and gave the stock a "neutral" rating in a research report on Thursday, June 25th. JPMorgan Chase & Co. increased their price target on shares of Morgan Stanley from $187.00 to $195.00 and gave the stock a "neutral" rating in a research note on Thursday, July 16th. Citigroup raised their price objective on shares of Morgan Stanley from $220.00 to $235.00 and gave the stock a "neutral" rating in a report on Friday, July 17th. Oppenheimer cut Morgan Stanley from a "market perform" rating to an "underperform" rating in a research report on Tuesday, June 30th. Finally, UBS Group upped their target price on Morgan Stanley from $255.00 to $260.00 and gave the stock a "buy" rating in a report on Monday, August 3rd. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Morgan Stanley currently has a consensus rating of "Moderate Buy" and a consensus target price of $224.75.

Morgan Stanley Stock Performance

Morgan Stanley stock opened at $207.58 on Friday. Morgan Stanley has a twelve month low of $142.90 and a twelve month high of $232.25. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.65. The company has a market capitalization of $327.41 billion, a P/E ratio of 16.78, a PEG ratio of 1.52 and a beta of 1.22. The stock's 50 day moving average is $217.16 and its 200 day moving average is $193.98.

Morgan Stanley (NYSE:MS - Get Free Report) last announced its quarterly earnings data on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.89 by $0.57. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.The business had revenue of $21.35 billion during the quarter, compared to analysts' expectations of $19.67 billion. During the same quarter in the previous year, the business earned $2.13 earnings per share. The firm's quarterly revenue was up 27.1% compared to the same quarter last year. On average, equities research analysts predict that Morgan Stanley will post 12.79 earnings per share for the current fiscal year.

Morgan Stanley Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Friday, July 31st were paid a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Friday, July 31st. This is a positive change from Morgan Stanley's previous quarterly dividend of $1.00. Morgan Stanley's dividend payout ratio (DPR) is presently 37.19%.

Morgan Stanley declared that its Board of Directors has initiated a stock repurchase program on Wednesday, June 24th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the financial services provider to reacquire up to 5.6% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company's board believes its stock is undervalued.

Morgan Stanley Company 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.

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