Free Trial

Tandem Capital Management Corp ADV Purchases New Stake in Morgan Stanley $MS

Morgan Stanley logo with Finance background
Image from MarketBeat Media, LLC.

Key Points

  • Tandem Capital Management Corp ADV acquired a new Q4 position in Morgan Stanley (NYSE:MS), buying 7,916 shares valued at about $1.405 million.
  • Institutional ownership of MS is high at 84.19%, and several other firms also bought new or increased stakes in the fourth quarter.
  • Analysts are mixed—MarketBeat shows a consensus rating of Hold (11 Holds, 8 Buys) with a consensus target price of $189.94.
  • Five stocks to consider instead of Morgan Stanley.

Tandem Capital Management Corp ADV acquired a new position in shares of Morgan Stanley (NYSE:MS - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 7,916 shares of the financial services provider's stock, valued at approximately $1,405,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. HBW Advisory Services LLC bought a new stake in shares of Morgan Stanley during the 4th quarter worth $215,000. Watershed Private Wealth LLC bought a new stake in shares of Morgan Stanley during the 4th quarter worth $215,000. Valley National Advisers Inc. lifted its position in shares of Morgan Stanley by 4.1% during the 4th quarter. Valley National Advisers Inc. now owns 2,592 shares of the financial services provider's stock worth $459,000 after buying an additional 102 shares during the last quarter. FSM Wealth Advisors LLC lifted its position in shares of Morgan Stanley by 5.9% during the 4th quarter. FSM Wealth Advisors LLC now owns 1,908 shares of the financial services provider's stock worth $339,000 after buying an additional 106 shares during the last quarter. Finally, ABLE Financial Group LLC bought a new position in Morgan Stanley in the fourth quarter valued at about $252,000. 84.19% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

MS has been the subject of several research reports. Erste Group Bank reiterated a "hold" rating on shares of Morgan Stanley in a research report on Thursday, March 5th. Wall Street Zen upgraded Morgan Stanley from a "hold" rating to a "buy" rating in a research report on Friday, January 23rd. Zacks Research downgraded Morgan Stanley from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 23rd. Daiwa Securities Group dropped their target price on Morgan Stanley from $187.00 to $175.00 and set a "neutral" rating for the company in a research report on Tuesday, April 7th. Finally, JPMorgan Chase & Co. increased their target price on Morgan Stanley from $173.00 to $179.00 and gave the company a "neutral" rating in a research report on Tuesday, March 10th. Eight equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of "Hold" and a consensus target price of $189.94.

Check Out Our Latest Stock Analysis on MS

Morgan Stanley News Roundup

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

Morgan Stanley Price Performance

Shares of MS opened at $180.86 on Tuesday. Morgan Stanley has a 1 year low of $104.78 and a 1 year high of $192.68. 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 $286.01 billion, a price-to-earnings ratio of 17.71, a price-to-earnings-growth ratio of 1.41 and a beta of 1.19. The business has a 50-day moving average of $168.19 and a 200-day moving average of $170.05.

Morgan Stanley (NYSE:MS - Get Free Report) last issued its quarterly earnings data on Thursday, January 15th. The financial services provider reported $2.68 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.28 by $0.40. The company had revenue of $17.90 billion during the quarter, compared to the consensus estimate 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 was up 10.3% compared to the same quarter last year. During the same period last year, the company earned $2.22 earnings per share. As a group, equities research analysts anticipate that Morgan Stanley will post 8.56 earnings per share for the current year.

Morgan Stanley Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given a $1.00 dividend. The ex-dividend date was Friday, January 30th. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.2%. Morgan Stanley's payout ratio is 39.18%.

Insider Transactions at Morgan Stanley

In other Morgan Stanley news, insider Daniel A. Simkowitz sold 32,968 shares of Morgan Stanley stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $182.61, for a total value of $6,020,286.48. Following the completion of the sale, the insider directly owned 357,342 shares in the company, valued at approximately $65,254,222.62. The trade was a 8.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Michael A. Pizzi sold 20,000 shares of Morgan Stanley stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $184.55, for a total value of $3,691,000.00. Following the completion of the sale, the insider owned 127,872 shares of the company's stock, valued at approximately $23,598,777.60. The trade was a 13.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 129,191 shares of company stock worth $23,736,506. Company insiders own 0.17% of the company's stock.

Morgan Stanley Profile

(Free Report)

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.

Featured Stories

Institutional Ownership by Quarter for Morgan Stanley (NYSE:MS)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Should You Invest $1,000 in Morgan Stanley Right Now?

Before you consider Morgan Stanley, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Morgan Stanley wasn't on the list.

While Morgan Stanley currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Analysts Agree—These Gold Picks Outshine the Rest Cover

Unlock the timeless value of gold with our exclusive 2026 Gold Forecasting Report. Explore why gold remains the ultimate investment for safeguarding wealth against inflation, economic shifts, and global uncertainties. Whether you're planning for future generations or seeking a reliable asset in turbulent times, this report is your essential guide to making informed decisions.

Get This Free Report
Like this article? Share it with a colleague.

Featured Articles and Offers

Recent Videos

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines