Integrated Advisors Network LLC Sells 9,454 Shares of Morgan Stanley $MS

Integrated Advisors Network LLC reduced its stake in shares of Morgan Stanley (NYSE:MS) by 16.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 47,635 shares of the financial services provider’s stock after selling 9,454 shares during the period. Integrated Advisors Network LLC’s holdings in Morgan Stanley were worth $7,572,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. WFA of San Diego LLC bought a new position in shares of Morgan Stanley during the second quarter worth about $28,000. Greykasell Wealth Strategies Inc. raised its holdings in Morgan Stanley by 65.2% during the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock worth $29,000 after purchasing an additional 73 shares during the last quarter. Compass Financial Services Inc bought a new position in Morgan Stanley during the 2nd quarter worth approximately $32,000. Family Legacy Financial Solutions LLC lifted its position in shares of Morgan Stanley by 91.9% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 213 shares of the financial services provider’s stock worth $34,000 after purchasing an additional 102 shares during the period. Finally, Howard Hughes Medical Institute bought a new stake in shares of Morgan Stanley in the 2nd quarter valued at $38,000. Institutional investors own 84.19% of the company’s stock.

Key Morgan Stanley News

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

• Positive Sentiment: Strong capital returns and balance-sheet cushion support the rally — coverage notes Morgan Stanley ended 2025 with a large liquidity cushion and a $20B buyback plan (about $17.4B still available) alongside an 8% dividend increase, which investors view as shareholder-friendly and supportive of the stock. Does Morgan Stanley’s Liquidity Cushion Support Its Capital Returns?
• Positive Sentiment: Morgan Stanley asset-management product update — Morgan Stanley Direct Lending Fund (MSDL) reported Q4 results and declared a dividend, underscoring fee-income/alternative-asset momentum inside MS’s wealth & asset-management franchises. That supports the idea of more stable fee streams. Morgan Stanley Direct Lending Posts Q4 Results, Declares Dividend
• Positive Sentiment: Recent fundamentals: MS beat Q4/Jan-quarter EPS and revenue expectations (January 15 release) and consensus still models mid?single-digit earnings growth for the year — that underlying operating beat remains a tailwind for sentiment.
• Neutral Sentiment: Market-performance commentary and analyst attention — coverage noting MS has outperformed the S&P recently can attract momentum flows but also raises expectations for continued delivery. Is Morgan Stanley Stock Outperforming the S&P 500?
• Neutral Sentiment: Regulatory / institutional moves — filings show Morgan Stanley altering some substantial?holder positions in third parties, a normal part of portfolio/institutional activity; watch for any larger balance-sheet or trading-book disclosures. Morgan Stanley Ceases to Be Substantial Holder in PLS Group
• Negative Sentiment: Advisor?recruiting and wealth?channel costs are a material headwind — Barron’s highlights rising recruiting costs for advisors at Morgan Stanley, which can pressure margins in the Wealth Management segment and temper near?term earnings leverage. That is likely constraining part of the valuation multiple today. Morgan Stanley’s Advisor Recruiting Costs Pile Up

Insider Activity

In other news, insider Eric F. Grossman sold 21,555 shares of the business’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $184.00, for a total transaction of $3,966,120.00. Following the completion of the sale, the insider directly owned 171,005 shares of the company’s stock, valued at $31,464,920. The trade was a 11.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Michael A. Pizzi sold 20,000 shares of the company’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $184.55, for a total transaction of $3,691,000.00. Following the completion of the sale, the insider owned 127,872 shares in the company, valued at $23,598,777.60. This represents a 13.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 129,191 shares of company stock valued at $23,736,506. 0.19% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the stock. Wolfe Research restated an “outperform” rating and issued a $211.00 target price on shares of Morgan Stanley in a report on Wednesday, January 7th. HSBC restated a “hold” rating on shares of Morgan Stanley in a research report on Wednesday, January 7th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $207.00 target price on shares of Morgan Stanley in a report on Friday, January 16th. Keefe, Bruyette & Woods increased their price target on Morgan Stanley from $202.00 to $210.00 and gave the stock a “moderate buy” rating in a report on Friday, January 16th. Finally, BNP Paribas Exane lifted their price objective on shares of Morgan Stanley from $170.00 to $195.00 in a research note on Friday, January 16th. Three research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $185.93.

Morgan Stanley Stock Up 2.1%

Shares of NYSE:MS opened at $177.46 on Friday. The company has a debt-to-equity ratio of 3.39, a quick ratio of 0.81 and a current ratio of 0.81. Morgan Stanley has a 52-week low of $94.33 and a 52-week high of $192.68. The business’s 50 day simple moving average is $180.05 and its two-hundred day simple moving average is $166.91. The firm has a market cap of $281.78 billion, a P/E ratio of 17.38, a PEG ratio of 1.40 and a beta of 1.20.

Morgan Stanley (NYSE:MS) last issued its earnings results on Thursday, January 15th. The financial services provider reported $2.68 earnings per share for the quarter, topping analysts’ consensus estimates of $2.28 by $0.40. Morgan Stanley had a return on equity of 16.78% and a net margin of 14.09%.The company had revenue of $17.90 billion for the quarter, compared to analyst estimates of $17.69 billion. During the same period in the prior year, the firm earned $2.22 earnings per share. Morgan Stanley’s revenue for the quarter was up 10.3% on a year-over-year basis. As a group, research analysts forecast that Morgan Stanley will post 8.56 EPS for the current fiscal year.

Morgan Stanley Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were paid a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend was Friday, January 30th. Morgan Stanley’s dividend payout ratio (DPR) is 39.18%.

About Morgan Stanley

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.