Rep. Dan Newhouse Buys Shares of Morgan Stanley (NYSE:MS)

Key Points

• Rep. Dan Newhouse disclosed a purchase of Morgan Stanley stock worth between $1,001 and $15,000 on July 10, reported in a filing on July 17.
• Morgan Stanley reported a strong quarterly beat, posting $3.46 EPS versus the $2.89 consensus and revenue of $21.35 billion, with revenue up 27.1% year over year.
• The company also raised its quarterly dividend to $1.15 per share and authorized a $20 billion stock repurchase plan, signaling confidence in its financial position and shares.

Representative Dan Newhouse (Republican-Washington) recently bought shares of Morgan Stanley NYSE: MS. In a filing disclosed on July 17th, the Representative disclosed that they had bought between $1,001 and $15,000 in Morgan Stanley stock on July 10th. The trade occurred in the Representative's "EDWARD JONES IRA" account.

Representative Dan Newhouse also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of UnitedHealth Group NYSE: UNH on 7/10/2026.
• Sold $1,001 - $15,000 in shares of Deere & Company NYSE: DE on 7/10/2026.
• Purchased $1,001 - $15,000 in shares of Arista Networks NYSE: ANET on 7/10/2026.
• Sold $1,001 - $15,000 in shares of United Parcel Service NYSE: UPS on 7/10/2026.
• Sold $1,001 - $15,000 in shares of Hershey NYSE: HSY on 7/10/2026.
• Purchased $1,001 - $15,000 in shares of Duke Energy NYSE: DUK on 7/10/2026.
• Purchased $1,001 - $15,000 in shares of Amcor NYSE: AMCR on 7/10/2026.
• Sold $1,001 - $15,000 in shares of Fortinet NASDAQ: FTNT on 7/10/2026.
• Sold $1,001 - $15,000 in shares of Magna International NYSE: MGA on 7/10/2026.
• Purchased $1,001 - $15,000 in shares of Accenture NYSE: ACN on 7/10/2026.

Morgan Stanley Stock Down 2.1%

MS stock opened at $210.98 on Tuesday. The company has a debt-to-equity ratio of 3.52, a current ratio of 0.77 and a quick ratio of 0.77. The company's 50 day simple moving average is $212.09 and its 200-day simple moving average is $189.00. Morgan Stanley has a 12 month low of $136.17 and a 12 month high of $232.25. The firm has a market capitalization of $332.78 billion, a PE ratio of 17.06, a P/E/G ratio of 1.56 and a beta of 1.23.

Morgan Stanley (NYSE:MS - Get Free Report) last posted its earnings results on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.89 by $0.57. The firm had revenue of $21.35 billion for the quarter, compared to analyst estimates of $19.67 billion. Morgan Stanley had a return on equity of 19.51% and a net margin of 15.65%.Morgan Stanley's revenue was up 27.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.13 EPS. Equities analysts expect that Morgan Stanley will post 12.55 earnings per share for the current fiscal year.

Morgan Stanley Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be issued a $1.15 dividend. This represents a $4.60 annualized dividend and a dividend yield of 2.2%. This is a boost from Morgan Stanley's previous quarterly dividend of $1.00. The ex-dividend date of this dividend is Friday, July 31st. Morgan Stanley's payout ratio is currently 32.34%.

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 purchase up to 5.6% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company's board of directors believes its shares are undervalued.

Analyst Ratings Changes

Several analysts have recently issued reports on MS shares. Weiss Ratings restated a "buy (b-)" rating on shares of Morgan Stanley in a research report on Thursday, July 2nd. Wells Fargo & Company boosted their target price on shares of Morgan Stanley from $225.00 to $240.00 and gave the company an "equal weight" rating in a research note on Thursday. Citigroup upped their target price on shares of Morgan Stanley from $220.00 to $235.00 and gave the company a "neutral" rating in a report on Friday. JPMorgan Chase & Co. lifted their price target on shares of Morgan Stanley from $187.00 to $195.00 and gave the stock a "neutral" rating in a report on Thursday, July 16th. Finally, Rothschild & Co Redburn boosted their price objective 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. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Morgan Stanley presently has an average rating of "Moderate Buy" and a consensus target price of $222.60.

Morgan Stanley News Roundup

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

• Positive Sentiment: Morgan Stanley is being recognized as a leader in financing AI-related debt deals, suggesting stronger underwriting and advisory revenue tied to data-center expansion. Morgan Stanley becomes Wall Street’s top bank for AI debt deals
• Positive Sentiment: New coverage from market outlets also pointed to Morgan Stanley as constructive on broader macro and sector opportunities, including semiconductor and commodity trends, which can help sentiment around its research and client franchise. MarketWatch chip stocks article
• Neutral Sentiment: Analyst notes and rating updates continued to support expectations for solid earnings, with recent reports raising price targets and forecast estimates for fiscal 2026 and beyond. Morgan Stanley upgraded at Freedom Capital
• Negative Sentiment: Despite the positive business headlines, the stock was under pressure in a broader risk-off session, which can weigh on large financials even when company-specific news is favorable.

Hedge Funds Weigh In On Morgan Stanley

Several large investors have recently added to or reduced their stakes in the business. Purpose Unlimited Inc. acquired a new position in shares of Morgan Stanley during the 4th quarter valued at about $25,000. Motiv8 Investments LLC acquired a new stake in shares of Morgan Stanley in the fourth quarter worth approximately $25,000. Olistico Wealth LLC acquired a new stake in shares of Morgan Stanley in the fourth quarter worth approximately $27,000. Marquette Asset Management LLC grew its holdings in Morgan Stanley by 143.4% in the second quarter. Marquette Asset Management LLC now owns 129 shares of the financial services provider's stock valued at $27,000 after purchasing an additional 76 shares during the period. Finally, Lodestone Wealth Management LLC acquired a new position in Morgan Stanley during the fourth quarter worth approximately $28,000. 84.19% of the stock is currently owned by hedge funds and other institutional investors.

About Representative Newhouse

Dan Newhouse (Republican Party) is a member of the U.S. House, representing Washington's 4th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027. Newhouse (Republican Party) ran for re-election to the U.S. House to represent Washington's 4th Congressional District. He won in the general election on November 5, 2024. Click here to see Newhouse's key votes in Congress. Newhouse served as a member of the Washington House of Representatives representing District 15-Position 2 from 2003 through 2009 and as Washington Director of Agriculture from 2009 to 2013. Newhouse was first elected to the state House in 2002 and served until he was named state Director of Agriculture in 2009. He was first appointed by Governor Christine Gregoire on February 18, 2009.

Morgan Stanley Company 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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