Trust Co. of Vermont Acquires New Position in Morgan Stanley $MS

Key Points

• Trust Co. of Vermont acquired 12,882 Morgan Stanley shares during the second quarter, valued at approximately $2.7 million. Institutional investors collectively own 84.19% of the company.
• Morgan Stanley reported strong quarterly results, with EPS of $3.46 and revenue of $21.35 billion, exceeding analyst estimates and representing 27.1% year-over-year revenue growth.
• The company raised its quarterly dividend to $1.15 per share and authorized a $20 billion share-repurchase program, while analysts maintain a “Moderate Buy” consensus rating with an average price target of $224.75.

Trust Co. of Vermont acquired a new stake in shares of Morgan Stanley (NYSE:MS - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 12,882 shares of the financial services provider's stock, valued at approximately $2,693,000.

Other large investors also recently bought and sold shares of the company. Purpose Unlimited Inc. bought a new stake in shares of Morgan Stanley in the 4th quarter valued at approximately $25,000. Motiv8 Investments LLC bought a new position in Morgan Stanley during the fourth quarter worth $25,000. Marquette Asset Management LLC lifted its stake in Morgan Stanley by 143.4% during the second quarter. Marquette Asset Management LLC now owns 129 shares of the financial services provider's stock worth $27,000 after purchasing an additional 76 shares during the last quarter. Atlatl Advisers LLC acquired a new position in Morgan Stanley in the second quarter worth $28,000. Finally, WFA of San Diego LLC bought a new stake in Morgan Stanley during the second quarter valued at $28,000. Institutional investors own 84.19% of the company's stock.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Morgan Stanley’s strategists said earnings growth is broadening beyond mega-cap technology, favoring quality companies, AI adopters, large-cap financials and consumer discretionary stocks. The outlook supports sentiment toward Morgan Stanley’s own wealth-management and capital-markets businesses. Morgan Stanley Favours Quality, AI Adopters and Financials as Earnings Growth Broadens
• Positive Sentiment: General Atlantic has revived plans for a potential IPO as soon as this year, with JPMorgan, Goldman Sachs and Morgan Stanley involved. A renewed IPO market could increase Morgan Stanley’s underwriting, advisory and trading revenue opportunities. General Atlantic Reignites IPO Plans With JPMorgan, Goldman and Morgan Stanley
• Positive Sentiment: Morgan Stanley has reportedly increased exposure to Bitcoin, Ethereum and Solana exchange-traded products, signaling a deeper push into digital-asset offerings. The move could broaden products and fee revenue, although it also introduces additional market and regulatory risk. Morgan Stanley’s Bigger Crypto ETF Bet Might Change The Case For Investing in Morgan Stanley
• Neutral Sentiment: Morgan Stanley declared regular dividends on several preferred-stock series, payable in September and October. The payments reinforce the firm’s capital-return profile but do not directly change the outlook for common-stock earnings. Morgan Stanley preferred-stock dividend declarations
• Negative Sentiment: The firm also completed roughly $7.54 million of senior unsecured medium-term note offerings with fixed coupons of 4.650% to 5.200%. The issuance supports liquidity and funding flexibility, but adds interest expense and leverage exposure. Morgan Stanley’s Bigger Crypto ETF Bet Might Change The Case For Investing in Morgan Stanley

Morgan Stanley Stock Performance

MS stock opened at $218.63 on Tuesday. The company has a debt-to-equity ratio of 3.65, a quick ratio of 0.79 and a current ratio of 0.79. The stock has a market capitalization of $344.84 billion, a price-to-earnings ratio of 17.67, a PEG ratio of 1.54 and a beta of 1.22. Morgan Stanley has a 1 year low of $141.03 and a 1 year high of $232.25. The stock's fifty day moving average is $216.97 and its two-hundred day moving average is $193.33.

Morgan Stanley (NYSE:MS - Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.89 by $0.57. Morgan Stanley had a net margin of 15.65% and a return on equity of 19.31%. The company had revenue of $21.35 billion during the quarter, compared to the consensus estimate of $19.67 billion. During the same quarter in the previous year, the company posted $2.13 earnings per share. The company's revenue for the quarter was up 27.1% compared to the same quarter last year. On average, research analysts predict that Morgan Stanley will post 12.79 EPS for the current year.

Morgan Stanley Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Friday, July 31st were given a $1.15 dividend. This is a positive change from Morgan Stanley's previous quarterly dividend of $1.00. The ex-dividend date was Friday, July 31st. This represents a $4.60 annualized dividend and a yield of 2.1%. Morgan Stanley's payout ratio is currently 37.19%.

Morgan Stanley announced that its board has approved a stock repurchase plan on Wednesday, June 24th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the financial services provider to repurchase up to 5.6% of its stock through open market purchases. Stock repurchase plans are often an indication that the company's board of directors believes its shares are undervalued.

Analyst Ratings Changes

A number of analysts have weighed in on MS shares. BMO Capital Markets increased their target price on shares of Morgan Stanley from $240.00 to $250.00 and gave the stock an "outperform" rating in a report on Friday, July 17th. Oppenheimer lowered shares of Morgan Stanley from a "market perform" rating to an "underperform" rating in a report on Tuesday, June 30th. Zacks Research downgraded shares of Morgan Stanley from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, May 27th. Barclays increased their price objective on shares of Morgan Stanley from $230.00 to $262.00 and gave the stock an "overweight" rating in a research note on Thursday, July 16th. Finally, JPMorgan Chase & Co. lifted their target price on Morgan Stanley from $187.00 to $195.00 and gave the company a "neutral" rating in a research note on Thursday, July 16th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Morgan Stanley currently has an average rating of "Moderate Buy" and an average target price of $224.75.

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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