LM Advisors LLC Sells 5,018 Shares of Morgan Stanley $MS

Key Points

• LM Advisors LLC cut its Morgan Stanley stake sharply, selling 5,018 shares in the fourth quarter and reducing its holdings by 82.2% to 1,086 shares worth about $193,000.
• Morgan Stanley reported strong quarterly results, posting EPS of $3.43 versus the $3.02 consensus and revenue of $20.58 billion, both ahead of expectations. Revenue also rose 16% year over year.
• Analysts remain broadly constructive on the stock, with a consensus rating of “Moderate Buy” and an average price target of $206.35, though some commentary notes the shares are trading near their 52-week high.

LM Advisors LLC lessened its stake in shares of Morgan Stanley (NYSE:MS - Free Report) by 82.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,086 shares of the financial services provider's stock after selling 5,018 shares during the period. LM Advisors LLC's holdings in Morgan Stanley were worth $193,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Olistico Wealth LLC bought a new stake in shares of Morgan Stanley during the fourth quarter valued at approximately $27,000. Lodestone Wealth Management LLC bought a new stake in shares of Morgan Stanley during the fourth quarter valued at approximately $28,000. Nvest Wealth Strategies Inc. bought a new stake in shares of Morgan Stanley during the fourth quarter valued at approximately $31,000. Mowery & Schoenfeld Wealth Management LLC raised its stake in shares of Morgan Stanley by 1,855.6% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 176 shares of the financial services provider's stock valued at $31,000 after acquiring an additional 167 shares in the last quarter. Finally, Cornerstone Financial Management LLC bought a new stake in shares of Morgan Stanley during the fourth quarter valued at approximately $32,000. Institutional investors own 84.19% of the company's stock.

Key Stories Impacting Morgan Stanley

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

• Positive Sentiment: JPMorgan raised its price target on Morgan Stanley to $187 from $179 while keeping a neutral rating, signaling improved expectations even though the new target still implies downside from current levels.
• Positive Sentiment: Media coverage highlighted Morgan Stanley’s “wide awake” posture on M&A opportunities as the bank pursues a $10 trillion wealth-management ambition, which could support longer-term growth through acquisitions in advisors, private markets, and alternatives.
• Positive Sentiment: Additional reports emphasized Morgan Stanley’s continued strength in wealth management and its willingness to expand through inorganic growth, reinforcing the market’s view that the firm has multiple avenues for revenue growth.
• Neutral Sentiment: One article noted Morgan Stanley’s stock has climbed near its 52-week high, which may be drawing attention to valuation and limiting upside in the near term.
• Neutral Sentiment: Erste Group slightly lowered its FY2026 EPS estimate to $11.97 from $12.00, a minor change that does not appear to have altered the broader bullish tone.
• Negative Sentiment: Some market commentary continues to frame Morgan Stanley’s valuation as stretched after a strong rally, and the stock’s proximity to its 52-week high may prompt profit-taking.

Morgan Stanley Price Performance

NYSE MS opened at $214.19 on Friday. The firm's fifty day simple moving average is $193.73 and its two-hundred day simple moving average is $180.84. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 3.52. Morgan Stanley has a 12-month low of $128.81 and a 12-month high of $219.16. The firm has a market capitalization of $337.84 billion, a P/E ratio of 19.40, a P/E/G ratio of 1.61 and a beta of 1.23.

Morgan Stanley (NYSE:MS - Get Free Report) last released its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.02 by $0.41. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The business had revenue of $20.58 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same period in the previous year, the company earned $2.60 earnings per share. The business's revenue for the quarter was up 16.0% on a year-over-year basis. Analysts forecast that Morgan Stanley will post 11.85 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The company also recently declared 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 yield of 1.9%. The ex-dividend date of this dividend was Thursday, April 30th. Morgan Stanley's payout ratio is currently 36.23%.

Insiders Place Their Bets

In other Morgan Stanley news, insider Daniel A. Simkowitz sold 14,690 shares of Morgan Stanley stock in a transaction on Friday, April 17th. The shares were sold at an average price of $189.24, for a total value of $2,779,935.60. Following the transaction, the insider directly owned 365,802 shares of the company's stock, valued at approximately $69,224,370.48. The trade was a 3.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Eric F. Grossman sold 11,118 shares of Morgan Stanley stock in a transaction on Monday, April 20th. The stock was 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 directly owned 169,403 shares in the company, valued at $32,313,622.25. This represents a 6.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 77,476 shares of company stock valued at $14,644,762. 0.17% of the stock is currently owned by insiders.

Analysts Set New Price Targets

MS has been the topic of several research reports. Daiwa Securities Group lifted their price objective on shares of Morgan Stanley from $175.00 to $198.00 and gave the company a "neutral" rating in a report on Tuesday, May 5th. Citizens Jmp reissued a "market perform" rating on shares of Morgan Stanley in a report on Thursday, April 16th. Bank of America lifted their price objective on shares of Morgan Stanley from $220.00 to $225.00 and gave the company a "buy" rating in a report on Thursday, April 16th. The Goldman Sachs Group lifted their price objective on shares of Morgan Stanley from $186.00 to $205.00 and gave the company a "neutral" rating in a report on Thursday, April 16th. Finally, Wolfe Research cut their price objective on shares of Morgan Stanley from $221.00 to $197.00 and set an "outperform" rating on the stock in a report on Wednesday, April 1st. Twelve analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $206.35.

About Morgan Stanley

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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