Free Trial

Rep. Bruce Westerman Sells Off Shares of Morgan Stanley (NYSE:MS)

Morgan Stanley logo with Finance background

Representative Bruce Westerman (R-Arkansas) recently sold shares of Morgan Stanley NYSE: MS. In a filing disclosed on May 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Morgan Stanley stock on April 21st. The trade occurred in the Representative's "FISHER IRA" account.

Representative Bruce Westerman also recently made the following trade(s):

  • Sold $1,001 - $15,000 in shares of UniCredit OTCMKTS: UNCRY on 4/21/2025.
  • Sold $1,001 - $15,000 in shares of CSX NASDAQ: CSX on 4/21/2025.
  • Sold $1,001 - $15,000 in shares of Siemens Aktiengesellschaft OTCMKTS: SIEGY on 4/21/2025.
  • Sold $1,001 - $15,000 in shares of GSK NYSE: GSK on 4/21/2025.
  • Sold $1,001 - $15,000 in shares of Charles Schwab NYSE: SCHW on 4/21/2025.
  • Sold $1,001 - $15,000 in shares of The Goldman Sachs Group NYSE: GS on 4/21/2025.
  • Sold $1,001 - $15,000 in shares of Abbott Laboratories NYSE: ABT on 4/21/2025.
  • Sold $1,001 - $15,000 in shares of Eli Lilly and Company NYSE: LLY on 4/21/2025.
  • Sold $15,001 - $50,000 in shares of NVIDIA NASDAQ: NVDA on 4/21/2025.
  • Sold $1,001 - $15,000 in shares of Chevron NYSE: CVX on 4/21/2025.

Morgan Stanley Stock Performance

Shares of Morgan Stanley stock opened at $129.32 on Wednesday. The stock has a market cap of $207.47 billion, a price-to-earnings ratio of 16.29, a PEG ratio of 1.18 and a beta of 1.30. The firm's 50-day moving average is $114.66 and its 200 day moving average is $124.94. Morgan Stanley has a 1 year low of $90.94 and a 1 year high of $142.03. The company has a debt-to-equity ratio of 3.14, a current ratio of 0.80 and a quick ratio of 0.80.

Morgan Stanley (NYSE:MS - Get Free Report) last announced its quarterly earnings results on Friday, April 11th. The financial services provider reported $2.60 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.21 by $0.39. The firm had revenue of $17.74 billion for the quarter, compared to the consensus estimate of $16.81 billion. Morgan Stanley had a net margin of 12.48% and a return on equity of 14.39%. The business's quarterly revenue was up 17.2% compared to the same quarter last year. During the same quarter last year, the firm posted $2.02 EPS. Sell-side analysts anticipate that Morgan Stanley will post 8.56 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 15th. Investors of record on Wednesday, April 30th will be paid a $0.925 dividend. This represents a $3.70 dividend on an annualized basis and a yield of 2.86%. The ex-dividend date of this dividend is Wednesday, April 30th. Morgan Stanley's payout ratio is 43.43%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. Minot DeBlois Advisors LLC purchased a new position in Morgan Stanley during the fourth quarter worth $25,000. IAG Wealth Partners LLC purchased a new position in Morgan Stanley during the fourth quarter worth $28,000. MorganRosel Wealth Management LLC purchased a new position in Morgan Stanley during the first quarter worth $27,000. Curio Wealth LLC purchased a new position in Morgan Stanley during the fourth quarter worth $31,000. Finally, Garde Capital Inc. bought a new stake in shares of Morgan Stanley during the first quarter worth $30,000. 84.19% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Morgan Stanley

In related news, insider Andrew M. Saperstein sold 40,000 shares of Morgan Stanley stock in a transaction dated Friday, May 2nd. The stock was sold at an average price of $120.00, for a total value of $4,800,000.00. Following the completion of the sale, the insider now directly owns 335,765 shares in the company, valued at $40,291,800. The trade was a 10.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Robert H. Herz sold 800 shares of the business's stock in a transaction dated Friday, May 2nd. The stock was sold at an average price of $119.32, for a total transaction of $95,456.00. Following the completion of the transaction, the director now owns 96,760 shares of the company's stock, valued at $11,545,403.20. This represents a 0.82% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 50,868 shares of company stock worth $6,019,548. 0.19% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

MS has been the topic of several recent research reports. Citigroup lowered their price objective on shares of Morgan Stanley from $135.00 to $125.00 and set a "neutral" rating on the stock in a research note on Monday, March 24th. Barclays increased their price objective on shares of Morgan Stanley from $155.00 to $156.00 and gave the stock an "overweight" rating in a research note on Friday, January 17th. UBS Group increased their price objective on shares of Morgan Stanley from $130.00 to $140.00 and gave the stock a "neutral" rating in a research note on Tuesday, January 21st. JMP Securities reiterated a "market perform" rating on shares of Morgan Stanley in a research note on Monday, April 14th. Finally, Bank of America decreased their target price on shares of Morgan Stanley from $150.00 to $144.00 and set a "buy" rating on the stock in a research note on Wednesday, April 2nd. Twelve equities research analysts have rated the stock with a hold rating and five have assigned a buy rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $132.46.

Get Our Latest Report on MS

About Representative Westerman

Bruce Westerman (Republican Party) is a member of the U.S. House, representing Arkansas' 4th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027. Westerman (Republican Party) is running for re-election to the U.S. House to represent Arkansas' 4th Congressional District. He declared candidacy for the 2026 election. Westerman earned his BSBAGE in biological and agricultural engineering from the University of Arkansas in 1990 and his MF in forestry from Yale University in 2001. His professional experience includes working as a plant engineer for Riceland Foods and an engineer/forester for Mid-South Engineering Company.

About Morgan Stanley

(Get Free Report)

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments.

Featured Stories

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. 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

Ten Starter Stocks For Beginners to Buy Now Cover

Just getting into the stock market? These 10 simple stocks can help beginning investors build long-term wealth without knowing options, technicals, or other advanced strategies.

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

Featured Articles and Offers

Recent Videos

7 Nuclear Stocks One Announcement Away from Exploding
3 AI ETFs for Steady Gains in 2025 (Without the Wild Volatility)
Goldman Sachs Warns of 20% Market Drop—Are They Right?

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines