Mirae Asset Global Investments Co. Ltd. Has $39.56 Million Stock Position in Morgan Stanley $MS

Key Points

• Mirae Asset Global Investments lifted its Morgan Stanley stake 7.6% in Q4 to 222,844 shares, worth about $39.56 million.
• Morgan Stanley beat Q1 estimates with EPS $3.43 (vs. $3.02) and revenue $20.58B (vs. $19.23B); its spot Bitcoin ETF (MSBT) attracted >$100M in the first week and the firm declared a $1.00 quarterly dividend.
• Insiders sold 195,549 shares (~$36.26M) over the past three months, while institutional investors own 84.19% of the stock and analysts’ consensus is an average "Hold" with a ~$199.67 price target.

Mirae Asset Global Investments Co. Ltd. lifted its stake in Morgan Stanley (NYSE:MS - Free Report) by 7.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 222,844 shares of the financial services provider's stock after purchasing an additional 15,674 shares during the quarter. Mirae Asset Global Investments Co. Ltd.'s holdings in Morgan Stanley were worth $39,561,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Brighton Jones LLC boosted its position in Morgan Stanley by 10.2% during the 4th quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider's stock worth $1,607,000 after acquiring an additional 1,185 shares during the period. Main Street Financial Solutions LLC boosted its position in Morgan Stanley by 69.0% during the 2nd quarter. Main Street Financial Solutions LLC now owns 8,964 shares of the financial services provider's stock worth $1,263,000 after acquiring an additional 3,661 shares during the period. Diversify Advisory Services LLC boosted its position in Morgan Stanley by 90.9% during the 2nd quarter. Diversify Advisory Services LLC now owns 16,148 shares of the financial services provider's stock worth $2,378,000 after acquiring an additional 7,688 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its position in Morgan Stanley by 6.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 263,575 shares of the financial services provider's stock worth $37,127,000 after acquiring an additional 15,623 shares during the period. Finally, Jupiter Wealth Management LLC boosted its position in Morgan Stanley by 7.8% during the 2nd quarter. Jupiter Wealth Management LLC now owns 52,825 shares of the financial services provider's stock worth $7,805,000 after acquiring an additional 3,807 shares during the period. Institutional investors and hedge funds own 84.19% of the company's stock.

More Morgan Stanley News

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

• Positive Sentiment: Q1 results beat expectations: revenue and EPS surprised on the upside, driven by strong trading and investment‑banking performance and continued wealth‑management flows — the core earnings beat is the primary driver of investor optimism. MS Q1 Deep Dive: Wealth and Investment Banking Deliver
• Positive Sentiment: MSBT (Morgan Stanley’s spot Bitcoin ETF) has drawn >$100M in its first week — a fast start that supports asset‑gathering momentum and fee diversification at the firm. Morgan Stanley Bitcoin ETF Tops $100 Million in Six Days
• Positive Sentiment: Wall Street is increasing MS valuation assumptions: several firms raised price targets and upgraded outlooks after Q1 (Bank of America, Evercore, Argus, Keefe Bruyette & Woods among them), which supports further upside narratives. Morgan Stanley Price Target Raised to $225.00 at Bank of America
• Neutral Sentiment: Dividend and capital return: Morgan Stanley announced a $1.00 quarterly dividend (ex‑dividend Apr 30), signaling confidence in cash generation and returning capital to shareholders (income‑supporting but not an earnings catalyst).
• Neutral Sentiment: Ongoing investment banking / underwriting activity (including large debt syndications) highlights the firm’s franchise utility in markets — positive for fee pipelines but cyclically sensitive to capital‑markets activity.
• Negative Sentiment: Regulatory / reputational overhang: Senator Elizabeth Warren requested Fed records tied to a Fed nominee’s past actions that reference Morgan Stanley; while not an immediate earnings issue, it increases political/regulatory headline risk. Elizabeth Warren Challenges Fed Chair Nominee Kevin Warsh
• Negative Sentiment: Some analysts still express caution: a few firms kept conservative ratings or raised PTs while maintaining neutral/hold views (e.g., HSBC/Rothschild adjustments), which can cap near‑term upside and prompt mixed trading. HSBC Adjusts Price Target on Morgan Stanley

Morgan Stanley Stock Up 0.9%

MS opened at $188.95 on Friday. Morgan Stanley has a fifty-two week low of $104.78 and a fifty-two week high of $194.59. The business has a 50-day moving average of $168.83 and a 200-day moving average of $170.67. The company has a debt-to-equity ratio of 3.39, a current ratio of 0.81 and a quick ratio of 0.81. The company has a market capitalization of $298.80 billion, a PE ratio of 17.11, a price-to-earnings-growth ratio of 1.48 and a beta of 1.19.

Morgan Stanley (NYSE:MS - Get Free Report) last posted its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, topping analysts' consensus estimates of $3.02 by $0.41. Morgan Stanley had a return on equity of 17.89% and a net margin of 14.65%.The company had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same period last year, the business earned $2.60 EPS. The business's quarterly revenue was up 16.0% on a year-over-year basis. Equities research analysts forecast that Morgan Stanley will post 8.56 EPS for the current fiscal year.

Morgan Stanley Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 30th will be paid a dividend of $1.00 per share. The ex-dividend date of this dividend is Thursday, April 30th. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.1%. Morgan Stanley's dividend payout ratio (DPR) is 36.23%.

Insider Activity at Morgan Stanley

In related news, insider Charles A. Smith sold 8,500 shares of the firm's stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $182.08, for a total value of $1,547,680.00. Following the transaction, the insider directly owned 119,128 shares of the company's stock, valued at approximately $21,690,826.24. This trade represents a 6.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Michael A. Pizzi sold 20,000 shares of the firm's stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $184.55, for a total value of $3,691,000.00. Following the completion of the transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 195,549 shares of company stock worth $36,260,510. 0.17% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

MS has been the subject of a number of research reports. Erste Group Bank restated a "hold" rating on shares of Morgan Stanley in a research report on Thursday, March 5th. Zacks Research lowered Morgan Stanley from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 23rd. BMO Capital Markets decreased their price objective on Morgan Stanley from $215.00 to $190.00 and set an "outperform" rating for the company in a research report on Monday, April 6th. Bank of America raised their price objective on Morgan Stanley from $220.00 to $225.00 and gave the stock a "buy" rating in a research report on Thursday. Finally, Rothschild & Co Redburn raised their price objective on Morgan Stanley from $171.00 to $183.00 and gave the stock a "neutral" rating in a research report on Friday. Ten analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and an average price target of $199.67.

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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