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

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 Performance

NYSE MS opened at $210.98 on Tuesday. The business has a 50 day simple moving average of $212.09 and a two-hundred day simple moving average of $189.00. Morgan Stanley has a 1-year low of $136.17 and a 1-year high of $232.25. 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 stock 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) last released its quarterly earnings results on Wednesday, July 15th. The financial services provider reported $3.46 EPS for the quarter, topping the consensus estimate of $2.89 by $0.57. Morgan Stanley had a return on equity of 19.51% and a net margin of 15.65%.The company had revenue of $21.35 billion during the quarter, compared to analyst estimates of $19.67 billion. During the same quarter last year, the business posted $2.13 earnings per share. The firm’s revenue was up 27.1% on a year-over-year basis. On average, research analysts predict that Morgan Stanley will post 12.55 EPS for the current fiscal year.

Morgan Stanley Increases Dividend

The business 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. The ex-dividend date is Friday, July 31st. This represents a $4.60 dividend on an annualized basis and a yield of 2.2%. This is an increase from Morgan Stanley’s previous quarterly dividend of $1.00. Morgan Stanley’s payout ratio is presently 32.34%.

Morgan Stanley declared that its Board of Directors has authorized a share buyback plan on Wednesday, June 24th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the financial services provider to reacquire up to 5.6% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Institutional Trading of Morgan Stanley

Several hedge funds have recently added to or reduced their stakes in MS. Hughes Financial Services LLC lifted its holdings in shares of Morgan Stanley by 55.7% in the 2nd quarter. Hughes Financial Services LLC now owns 137 shares of the financial services provider’s stock valued at $29,000 after purchasing an additional 49 shares during the last quarter. Financial Management Professionals Inc. lifted its position in shares of Morgan Stanley by 0.6% during the 2nd quarter. Financial Management Professionals Inc. now owns 8,245 shares of the financial services provider’s stock valued at $1,724,000 after acquiring an additional 52 shares during the period. CBIZ Investment Advisory Services LLC grew its holdings in Morgan Stanley by 12.3% in the fourth quarter. CBIZ Investment Advisory Services LLC now owns 502 shares of the financial services provider’s stock valued at $89,000 after purchasing an additional 55 shares during the last quarter. Powers Advisory Group LLC increased its stake in shares of Morgan Stanley by 4.0% during the 4th quarter. Powers Advisory Group LLC now owns 1,443 shares of the financial services provider’s stock worth $256,000 after purchasing an additional 56 shares in the last quarter. Finally, Fielder Capital Group LLC grew its holdings in shares of Morgan Stanley by 1.4% during the fourth quarter. Fielder Capital Group LLC now owns 4,216 shares of the financial services provider’s stock worth $748,000 after buying an additional 57 shares in the last quarter. Institutional investors own 84.19% of the company’s stock.

Wall Street Analyst Weigh In

MS has been the topic of a number of recent analyst reports. Dbs Bank lifted their price objective on shares of Morgan Stanley from $185.00 to $220.00 in a research note on Thursday, May 7th. JPMorgan Chase & Co. upped their price target on Morgan Stanley from $187.00 to $195.00 and gave the company a “neutral” rating in a report on Thursday, July 16th. Weiss Ratings reissued a “buy (b-)” rating on shares of Morgan Stanley in a research note on Thursday, July 2nd. Oppenheimer lowered Morgan Stanley from a “market perform” rating to an “underperform” rating in a research report on Tuesday, June 30th. Finally, Argus increased their price target on Morgan Stanley from $210.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $222.60.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Reports say Morgan Stanley has emerged as Wall Street’s top bank for AI debt deals, suggesting the firm is winning a lucrative slice of financing demand tied to data center and AI infrastructure spending.
• Positive Sentiment: Recent analyst-related items also point to a more constructive view on Morgan Stanley, including an upgrade and a lifted FY2026 EPS forecast, which can support sentiment around the stock.
• Positive Sentiment: The company’s earlier earnings beat remains a supportive backdrop: Morgan Stanley previously topped EPS and revenue estimates, reinforcing confidence in its earnings power.
• Neutral Sentiment: Other Morgan Stanley commentary in the news feed was mixed, with one note warning that chip stocks could face a tougher back half of 2026, which may temper enthusiasm for AI-linked trading.

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.

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.