Robeco Institutional Asset Management B.V. Purchases 56,886 Shares of Morgan Stanley $MS

Key Points

• Robeco Institutional Asset Management increased its Morgan Stanley stake by 3.1%, purchasing 56,886 shares to hold 1.89 million shares valued at approximately $355.6 million. Institutional investors collectively own 84.19% of the company.
• Morgan Stanley reported quarterly earnings of $3.03 per share and revenue of $20.34 billion, exceeding analyst expectations, while revenue grew 11.6% year over year and return on equity reached 19.4%.
• Analyst sentiment remains cautiously positive, with a consensus “Moderate Buy” rating and a $214.62 price target. The company also offers a 2.6% dividend yield and has authorized a $20 billion share-repurchase program.

Robeco Institutional Asset Management B.V. raised its position in shares of Morgan Stanley (NYSE:MS - Free Report) by 3.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,890,474 shares of the financial services provider's stock after acquiring an additional 56,886 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.12% of Morgan Stanley worth $355,560,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in MS. Crown Wealth Group LLC boosted its stake in shares of Morgan Stanley by 3.2% in the second quarter. Crown Wealth Group LLC now owns 1,532 shares of the financial services provider's stock worth $320,000 after acquiring an additional 48 shares during the last quarter. Hughes Financial Services LLC increased its position in shares of Morgan Stanley by 55.7% during the second quarter. Hughes Financial Services LLC now owns 137 shares of the financial services provider's stock worth $29,000 after purchasing an additional 49 shares in the last quarter. Evolution Wealth Management Inc. raised its stake in Morgan Stanley by 35.7% in the 2nd quarter. Evolution Wealth Management Inc. now owns 194 shares of the financial services provider's stock valued at $41,000 after purchasing an additional 51 shares during the last quarter. Financial Management Professionals Inc. raised its stake in Morgan Stanley by 0.6% in the 2nd quarter. Financial Management Professionals Inc. now owns 8,245 shares of the financial services provider's stock valued at $1,724,000 after purchasing an additional 52 shares during the last quarter. Finally, Bank OZK raised its stake in Morgan Stanley by 3.0% in the 2nd quarter. Bank OZK now owns 1,815 shares of the financial services provider's stock valued at $379,000 after purchasing an additional 53 shares during the last quarter. Institutional investors and hedge funds own 84.19% of the company's stock.

Morgan Stanley News Summary

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

• Positive Sentiment: Chief U.S. equity strategist Mike Wilson said the recent market correction is likely in its “final innings” and projected the S&P 500 could reach 8,500 by mid-2027. His recommendation for investors to prepare to add risk may support Morgan Stanley’s wealth-management, investment-banking and trading businesses by improving client confidence and market activity. Morgan Stanley strategist Mike Wilson market outlook
• Positive Sentiment: Market coverage has highlighted Morgan Stanley as an oversold financial stock with potential for a fourth-quarter rebound. That positioning may be encouraging bargain hunters, particularly given the company’s recent earnings beat, revenue growth and nearly 20% return on equity. Oversold financial stocks article
• Neutral Sentiment: BMO Capital Markets lowered its Morgan Stanley price target to $210 from $215 but maintained an “Outperform” rating, implying analysts still see upside while modestly reducing their valuation expectations. Separate coverage described analyst opinions on MS as mixed, suggesting the stock’s recovery could remain sensitive to valuation and market conditions. Mixed analyst opinions on Morgan Stanley

Wall Street Analyst Weigh In

MS has been the topic of a number of research reports. Barclays raised their price objective on Morgan Stanley from $230.00 to $262.00 and gave the company an "overweight" rating in a report on Thursday, July 16th. Citigroup reduced their target price on shares of Morgan Stanley from $210.00 to $190.00 and set a "neutral" rating for the company in a research report on Thursday, October 15th. Rothschild & Co Redburn increased their target price on shares of Morgan Stanley from $183.00 to $195.00 and gave the company a "neutral" rating in a research report on Thursday, June 25th. TD Cowen decreased their price target on shares of Morgan Stanley from $210.00 to $205.00 and set a "hold" rating on the stock in a research note on Thursday, October 15th. Finally, Freedom Capital upgraded shares of Morgan Stanley from a "hold" rating to a "strong-buy" rating in a research report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Morgan Stanley currently has a consensus rating of "Moderate Buy" and a consensus price target of $214.62.

Morgan Stanley Stock Up 1.0%

NYSE MS opened at $180.24 on Wednesday. Morgan Stanley has a 52 week low of $152.80 and a 52 week 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 business's fifty day simple moving average is $202.99 and its 200-day simple moving average is $204.00. The firm has a market cap of $284.29 billion, a PE ratio of 14.30, a P/E/G ratio of 1.20 and a beta of 1.22.

Morgan Stanley (NYSE:MS - Get Free Report) last announced its quarterly earnings results on Wednesday, October 14th. The financial services provider reported $3.03 earnings per share for the quarter, beating the consensus estimate of $2.93 by $0.10. Morgan Stanley had a net margin of 15.63% and a return on equity of 19.40%. The firm had revenue of $20.34 billion for the quarter, compared to analysts' expectations of $19.93 billion. During the same quarter in the previous year, the company posted $2.80 EPS. The company's revenue was up 11.6% compared to the same quarter last year. As a group, equities analysts anticipate that Morgan Stanley will post 12.77 earnings per share for the current year.

Morgan Stanley Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be paid a dividend of $1.15 per share. The ex-dividend date of this dividend is Friday, October 30th. This represents a $4.60 dividend on an annualized basis and a yield of 2.6%. Morgan Stanley's payout ratio is 36.51%.

Morgan Stanley announced that its board has authorized a stock repurchase plan 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. Share repurchase plans 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 company that provides investment banking, securities, wealth management and investment management services to corporations, institutions, governments and individual investors. Founded in 1935, the company is headquartered in New York City and serves clients through operations across North America, Europe, Asia-Pacific and other international markets.

Through its Institutional Securities segment, Morgan Stanley offers investment banking, equity and fixed-income sales and trading, research, lending and related capital-markets services.

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