Jain Global LLC Makes New $15.01 Million Investment in Morgan Stanley $MS

Key Points

• Jain Global LLC initiated a new position in Morgan Stanley in Q3, acquiring 94,433 shares valued at approximately $15.01 million according to its latest 13F filing.
• Morgan Stanley beat expectations for the quarter, reporting $2.68 EPS versus $2.28 consensus and revenue of $17.90 billion, up about 10.3% year-over-year.
• Insiders have been net sellers—129,191 shares were sold in the last 90 days (roughly $23.7 million)—while the firm pays a $1.00 quarterly dividend (annualized $4.00, ~2.6% yield).

Jain Global LLC acquired a new stake in Morgan Stanley (NYSE:MS - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 94,433 shares of the financial services provider's stock, valued at approximately $15,011,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Angeles Wealth Management LLC increased its holdings in Morgan Stanley by 1.1% during the 3rd quarter. Angeles Wealth Management LLC now owns 5,843 shares of the financial services provider's stock valued at $929,000 after purchasing an additional 61 shares during the period. Bedel Financial Consulting Inc. lifted its holdings in Morgan Stanley by 2.1% in the 3rd quarter. Bedel Financial Consulting Inc. now owns 3,120 shares of the financial services provider's stock worth $496,000 after buying an additional 63 shares during the period. Clear Creek Financial Management LLC lifted its holdings in Morgan Stanley by 2.5% in the 3rd quarter. Clear Creek Financial Management LLC now owns 2,616 shares of the financial services provider's stock worth $416,000 after buying an additional 64 shares during the period. Cadence Bank grew its position in shares of Morgan Stanley by 3.0% in the 3rd quarter. Cadence Bank now owns 2,183 shares of the financial services provider's stock worth $347,000 after buying an additional 64 shares during the last quarter. Finally, Moss Adams Wealth Advisors LLC grew its position in shares of Morgan Stanley by 0.5% in the 3rd quarter. Moss Adams Wealth Advisors LLC now owns 13,222 shares of the financial services provider's stock worth $2,102,000 after buying an additional 65 shares during the last quarter. 84.19% of the stock is owned by institutional investors.

Morgan Stanley Trading Up 0.3%

MS opened at $154.84 on Monday. The company has a quick ratio of 0.81, a current ratio of 0.81 and a debt-to-equity ratio of 3.39. Morgan Stanley has a 52 week low of $94.33 and a 52 week high of $192.68. The stock has a market cap of $245.87 billion, a PE ratio of 15.17, a PEG ratio of 1.24 and a beta of 1.20. The business has a 50 day moving average of $176.11 and a 200-day moving average of $168.39.

Morgan Stanley (NYSE:MS - Get Free Report) last issued its quarterly earnings results on Thursday, January 15th. The financial services provider reported $2.68 earnings per share for the quarter, topping the consensus estimate of $2.28 by $0.40. The company had revenue of $17.90 billion for the quarter, compared to analysts' expectations of $17.69 billion. Morgan Stanley had a return on equity of 16.78% and a net margin of 14.09%.The firm's revenue for the quarter was up 10.3% on a year-over-year basis. During the same period in the prior year, the firm earned $2.22 earnings per share. Equities research analysts predict that Morgan Stanley will post 8.56 earnings per share for the current fiscal year.

Morgan Stanley Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were issued a dividend of $1.00 per share. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Friday, January 30th. Morgan Stanley's payout ratio is 39.18%.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: January quarter outperformance still supports the stock: Morgan Stanley reported an EPS beat and revenue growth (quarterly EPS $2.68 vs. $2.28 est.; revenue $17.90B). That strong print and solid ROE/margins remain a near-term underpinning for the share price.
• Positive Sentiment: Pro-research narrative on AI — Morgan Stanley research calling AI a macro force reinforces the firm's thought-leadership and could help win institutional and wealth-management mandates tied to thematic investing and advisory. Morgan Stanley Warns AI Is Now a Macro Force
• Neutral Sentiment: Morgan Stanley continues visible equity research and coverage activity (e.g., notes on Match Group and analyst price-target moves on other names). This keeps the firm front-and-center with institutional clients but is not an immediate earnings driver. Morgan Stanley ‘most constructive’ on Match Group shares in years
• Neutral Sentiment: Morgan Stanley analysts continue to adjust ratings/price targets on coverage names (example: PT changes for Wyndham and Dell). Analyst activity signals engagement with clients but has mixed impact on MS’s trading operations. Morgan Stanley Cuts PT on Wyndham Hotels & Resorts
• Negative Sentiment: Liquidity/reputational risk from private-credit gating: Morgan Stanley (alongside BlackRock) limited withdrawals from a private-credit fund after heavy redemptions (nearly 11% sought from the North Haven Private Income Fund). Markets view gating as stabilizing for illiquid strategies but it raises regulatory, client-retention and franchise-risk questions that can pressure the stock. Exclusive: Morgan Stanley And BlackRock Limit Withdrawals—Is Private Credit Gating A Crisis Or Market 'Stabilizer'?
• Neutral Sentiment: Morgan Stanley is participating in virtual analyst/IR events (e.g., group meetings such as KEI Industries’ virtual analyst meet), reflecting ongoing investment-banking and research client activity — supportive for fee pipelines but not an immediate stock catalyst. KEI Industries Schedules Virtual Analyst Meet with Morgan Stanley

Insider Transactions at Morgan Stanley

In related news, insider Eric F. Grossman sold 21,555 shares of Morgan Stanley stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $184.00, for a total transaction of $3,966,120.00. Following the completion of the transaction, the insider directly owned 171,005 shares of the company's stock, valued at $31,464,920. This trade represents a 11.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 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 transaction of $3,691,000.00. Following the sale, the insider directly owned 127,872 shares in the company, valued at $23,598,777.60. The trade was a 13.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 129,191 shares of company stock worth $23,736,506. 0.19% of the stock is owned by insiders.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. HSBC restated a "hold" rating on shares of Morgan Stanley in a report on Wednesday, January 7th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Morgan Stanley in a report on Thursday, January 22nd. Wall Street Zen raised shares of Morgan Stanley from a "hold" rating to a "buy" rating in a research report on Friday, January 23rd. Jefferies Financial Group lowered shares of Morgan Stanley from a "strong-buy" rating to a "hold" rating in a report on Monday, March 9th. Finally, Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $207.00 target price on shares of Morgan Stanley in a research report on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $187.14.

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.

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