Rep. Marjorie Taylor Greene Buys Morgan Stanley (NYSE:MS) Stock

Key Points

• Rep. Marjorie Taylor Greene purchased shares of Morgan Stanley (NYSE:MS) between $1,001 and $15,000 on August 28th, as disclosed in a recent filing.
• Morgan Stanley's shares opened at $150.50, with a market capitalization of $240.25 billion and a 52-week high of $150.75.
• The company announced an increase in its quarterly dividend from $0.93 to $1.00, which results in a 2.7% yield, reflecting management's confidence in financial performance.

Representative Marjorie Taylor Greene (R-Georgia) recently bought shares of Morgan Stanley NYSE: MS. In a filing disclosed on August 29th, the Representative disclosed that they had bought between $1,001 and $15,000 in Morgan Stanley stock on August 28th.

Representative Marjorie Taylor Greene also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of UnitedHealth Group NYSE: UNH on 8/28/2025.
• Purchased $1,001 - $15,000 in shares of Southern NYSE: SO on 8/28/2025.
• Purchased $1,001 - $15,000 in shares of Merck & Co., Inc. NYSE: MRK on 8/28/2025.
• Purchased $1,001 - $15,000 in shares of PepsiCo NASDAQ: PEP on 8/28/2025.
• Purchased $1,001 - $15,000 in shares of Novo Nordisk A/S NYSE: NVO on 8/28/2025.
• Purchased $15,001 - $50,000 in shares of Exelon NASDAQ: EXC on 8/28/2025.
• Purchased $15,001 - $50,000 in shares of Ryman Hospitality Properties NYSE: RHP on 8/28/2025.
• Purchased $1,001 - $15,000 in shares of Alphabet NASDAQ: GOOG on 8/28/2025.
• Purchased $1,001 - $15,000 in shares of MercadoLibre NASDAQ: MELI on 8/28/2025.
• Purchased $1,001 - $15,000 in shares of United Parcel Service NYSE: UPS on 8/28/2025.

Morgan Stanley Trading Down 0.3%

Shares of NYSE MS traded down $0.41 during midday trading on Wednesday, reaching $148.44. 4,338,818 shares of the stock were exchanged, compared to its average volume of 4,149,305. The business has a 50-day simple moving average of $143.64 and a two-hundred day simple moving average of $129.53. Morgan Stanley has a 12 month low of $94.09 and a 12 month high of $150.75. The company has a debt-to-equity ratio of 3.30, a current ratio of 0.78 and a quick ratio of 0.78. The company has a market capitalization of $236.95 billion, a price-to-earnings ratio of 16.81, a P/E/G ratio of 1.88 and a beta of 1.33.

Morgan Stanley (NYSE:MS - Get Free Report) last posted its quarterly earnings data on Wednesday, July 16th. The financial services provider reported $2.13 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.98 by $0.15. Morgan Stanley had a return on equity of 15.20% and a net margin of 13.06%.The business had revenue of $16.79 billion during the quarter, compared to the consensus estimate of $16.15 billion. During the same period last year, the company earned $1.82 earnings per share. Morgan Stanley's quarterly revenue was up 11.8% on a year-over-year basis. As a group, equities research analysts expect that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, August 15th. Shareholders of record on Thursday, July 31st were paid a $1.00 dividend. The ex-dividend date of this dividend was Thursday, July 31st. This is a positive change from Morgan Stanley's previous quarterly dividend of $0.93. This represents a $4.00 annualized dividend and a yield of 2.7%. Morgan Stanley's payout ratio is currently 45.30%.

Morgan Stanley announced that its Board of Directors has authorized a share repurchase plan on Tuesday, July 1st that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the financial services provider to purchase up to 8.9% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's board of directors believes its stock is undervalued.

Insiders Place Their Bets

In related news, CFO Sharon Yeshaya sold 25,583 shares of the business's stock in a transaction on Thursday, July 17th. The shares were sold at an average price of $139.81, for a total transaction of $3,576,759.23. Following the completion of the transaction, the chief financial officer owned 128,662 shares in the company, valued at approximately $17,988,234.22. The trade was a 16.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Daniel A. Simkowitz sold 29,000 shares of Morgan Stanley stock in a transaction that occurred on Thursday, July 17th. The shares were sold at an average price of $141.13, for a total value of $4,092,770.00. Following the completion of the sale, the insider owned 399,105 shares in the company, valued at approximately $56,325,688.65. This trade represents a 6.77% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 148,149 shares of company stock valued at $20,841,628. 0.19% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have commented on the company. Keefe, Bruyette & Woods raised Morgan Stanley from a "market perform" rating to an "outperform" rating and upped their price objective for the company from $127.00 to $160.00 in a report on Wednesday, July 9th. Citigroup reiterated a "neutral" rating and issued a $130.00 price target (up previously from $125.00) on shares of Morgan Stanley in a research note on Wednesday, June 18th. Wells Fargo & Company boosted their price target on Morgan Stanley from $120.00 to $145.00 and gave the stock an "equal weight" rating in a report on Tuesday, July 8th. Erste Group Bank upgraded Morgan Stanley from a "hold" rating to a "strong-buy" rating in a research report on Saturday, May 24th. Finally, The Goldman Sachs Group upped their price objective on shares of Morgan Stanley from $121.00 to $136.00 and gave the stock a "neutral" rating in a report on Tuesday, June 10th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and nine have assigned a Hold rating to the company's stock. According to MarketBeat.com, Morgan Stanley presently has an average rating of "Hold" and an average price target of $138.25.

Hedge Funds Weigh In On Morgan Stanley

Hedge funds have recently added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in Morgan Stanley by 10.2% during the 4th quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider's stock valued at $1,607,000 after buying an additional 1,185 shares in the last quarter. Quarry LP purchased a new position in Morgan Stanley in the 4th quarter worth $36,000. Rehmann Capital Advisory Group raised its position in Morgan Stanley by 12.6% during the fourth quarter. Rehmann Capital Advisory Group now owns 5,522 shares of the financial services provider's stock valued at $694,000 after acquiring an additional 616 shares in the last quarter. FAS Wealth Partners Inc. lifted its position in shares of Morgan Stanley by 3.5% during the 4th quarter. FAS Wealth Partners Inc. now owns 23,246 shares of the financial services provider's stock valued at $2,923,000 after buying an additional 783 shares in the last quarter. Finally, Keel Point LLC boosted its stake in Morgan Stanley by 18.0% during the 4th quarter. Keel Point LLC now owns 5,265 shares of the financial services provider's stock worth $662,000 after purchasing an additional 803 shares during the last quarter. 84.19% of the stock is currently owned by hedge funds and other institutional investors.

About Representative Greene

Marjorie Taylor Greene (Republican Party) is a member of the U.S. House, representing Georgia's 14th Congressional District. She assumed office on January 3, 2021. Her current term ends on January 3, 2027. Greene (Republican Party) is running for re-election to the U.S. House to represent Georgia's 14th Congressional District. She declared candidacy for the 2026 election.

Morgan Stanley Company Profile

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.