5,533 Morgan Stanley $MS Shares Purchased by Summit Global Investments

Summit Global Investments raised its stake in Morgan Stanley (NYSE:MS) by 149.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,229 shares of the financial services provider’s stock after acquiring an additional 5,533 shares during the quarter. Summit Global Investments’ holdings in Morgan Stanley were worth $1,736,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. Opinicus Capital Inc. increased its holdings in shares of Morgan Stanley by 10.4% during the third quarter. Opinicus Capital Inc. now owns 3,898 shares of the financial services provider’s stock worth $733,000 after buying an additional 368 shares in the last quarter. Aprio Wealth Management LLC lifted its stake in shares of Morgan Stanley by 1.9% in the 3rd quarter. Aprio Wealth Management LLC now owns 7,933 shares of the financial services provider’s stock valued at $1,492,000 after acquiring an additional 147 shares during the last quarter. Modera Wealth Management LLC lifted its stake in shares of Morgan Stanley by 7.0% in the 3rd quarter. Modera Wealth Management LLC now owns 9,821 shares of the financial services provider’s stock valued at $1,847,000 after acquiring an additional 640 shares during the last quarter. Whelan Financial boosted its holdings in shares of Morgan Stanley by 17.1% during the 3rd quarter. Whelan Financial now owns 1,346 shares of the financial services provider’s stock valued at $253,000 after acquiring an additional 197 shares in the last quarter. Finally, Lebenthal Global Advisors LLC boosted its holdings in shares of Morgan Stanley by 33.3% during the 3rd quarter. Lebenthal Global Advisors LLC now owns 5,146 shares of the financial services provider’s stock valued at $968,000 after acquiring an additional 1,285 shares in the last quarter. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on MS shares. Barclays boosted their price objective on Morgan Stanley from $230.00 to $262.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. JPMorgan Chase & Co. raised their price objective on shares of Morgan Stanley from $195.00 to $198.00 and gave the company a “neutral” rating in a report on Friday, October 16th. HSBC lifted their target price on shares of Morgan Stanley from $215.00 to $219.00 and gave the stock a “hold” rating in a research report on Monday, September 28th. Erste Group Bank lowered shares of Morgan Stanley from a “buy” rating to a “hold” rating in a report on Thursday, October 8th. Finally, Citigroup decreased their price target on shares of Morgan Stanley from $210.00 to $190.00 and set a “neutral” rating for the company in a research report on Thursday, October 15th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $214.62.

Morgan Stanley Stock Up 0.0%

Shares of MS opened at $184.38 on Monday. The company has a market capitalization of $290.82 billion, a PE ratio of 14.63, a PEG ratio of 1.23 and a beta of 1.23. Morgan Stanley has a 12 month low of $152.80 and a 12 month high of $232.25. The stock’s 50-day moving average price is $198.11 and its two-hundred day moving average price is $194.29. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 3.65.

Morgan Stanley (NYSE:MS) last issued its quarterly earnings results on Wednesday, October 14th. The financial services provider reported $3.03 earnings per share for the quarter, beating the consensus estimate of $2.93 by $0.10. The company had revenue of $20.34 billion during the quarter, compared to analysts’ expectations of $19.93 billion. Morgan Stanley had a return on equity of 19.40% and a net margin of 15.63%. The business’s quarterly revenue was up 11.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.80 earnings per share. On average, analysts anticipate that Morgan Stanley will post 12.83 EPS for the current year.

Morgan Stanley Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be paid a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend is Friday, October 30th. Morgan Stanley’s dividend payout ratio is currently 36.51%.

Key Headlines Impacting Morgan Stanley

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

• Positive Sentiment: Strong deal activity supports investment-banking momentum. Morgan Stanley ranked among the leading advisers by deal value in the automotive, technology, media and telecom, and power sectors during the first three quarters of 2026. Sustained M&A activity could support advisory-fee revenue. Mitsubishi UFJ and Morgan Stanley lead automotive M&A financial advisers’ list Morgan Stanley leads TMT M&A advisers
• Positive Sentiment: Morgan Stanley is participating in a large AI infrastructure financing. The firm is part of a reported $63 billion financing structure involving Blackstone, Bank of America, and Citigroup to fund AI computing equipment leased to Anthropic. The transaction may create fee income and reinforce MS’s position in rapidly growing AI-related capital markets. Wall Street’s New $63 Billion AI Deal
• Neutral Sentiment: Analyst visibility remains high, but investor attention is focused on valuation. Morgan Stanley was among the most-watched stocks on Zacks, while commentary questioned whether its strong multiyear rally and current valuation are justified by returns on capital and future earnings growth. Shares were recently below both their 50-day and 200-day moving averages, signaling continued technical pressure.
• Negative Sentiment: AI exposure also introduces risk concerns. Commentary on the Anthropic financing warned that lenders and investors could face losses if AI hardware becomes obsolete, utilization disappoints, or AI-related valuations decline. Such concerns may weigh on sentiment toward MS even though the deal offers potential fee opportunities. Can Morgan Stanley Justify Its Price After AI Deal Wins?

Morgan Stanley Company Profile

Morgan Stanley (NYSE: MS) is a global financial services company that provides investment banking, securities, wealth management and investment management services to corporations, institutions, governments and individual investors. Founded in 1935, the company is headquartered in New York City and serves clients through operations across North America, Europe, Asia-Pacific and other international markets.

Through its Institutional Securities segment, Morgan Stanley offers investment banking, equity and fixed-income sales and trading, research, lending and related capital-markets services.