Morgan Stanley $MS Shares Bought by Vise Technologies Inc.

Vise Technologies Inc. increased its position in shares of Morgan Stanley (NYSE:MS) by 10.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 81,456 shares of the financial services provider’s stock after acquiring an additional 7,479 shares during the quarter. Vise Technologies Inc.’s holdings in Morgan Stanley were worth $15,320,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in MS. Investment Partners LTD. increased its position in shares of Morgan Stanley by 6.1% during the third quarter. Investment Partners LTD. now owns 2,343 shares of the financial services provider’s stock valued at $441,000 after acquiring an additional 134 shares during the last quarter. Summit Global Investments increased its holdings in Morgan Stanley by 149.7% in the 3rd quarter. Summit Global Investments now owns 9,229 shares of the financial services provider’s stock valued at $1,736,000 after purchasing an additional 5,533 shares during the last quarter. Opinicus Capital Inc. raised its position in Morgan Stanley by 10.4% in the third quarter. Opinicus Capital Inc. now owns 3,898 shares of the financial services provider’s stock valued at $733,000 after purchasing an additional 368 shares during the period. Aprio Wealth Management LLC raised its position in Morgan Stanley by 1.9% in the third quarter. Aprio Wealth Management LLC now owns 7,933 shares of the financial services provider’s stock valued at $1,492,000 after purchasing an additional 147 shares during the period. Finally, Modera Wealth Management LLC lifted its stake in Morgan Stanley by 7.0% during the third quarter. Modera Wealth Management LLC now owns 9,821 shares of the financial services provider’s stock worth $1,847,000 after purchasing an additional 640 shares in the last quarter. 84.19% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. Erste Group Bank downgraded Morgan Stanley from a “buy” rating to a “hold” rating in a report on Thursday, October 8th. Royal Bank Of Canada lowered their target price on Morgan Stanley from $243.00 to $195.00 and set a “sector perform” rating for the company in a report on Thursday, October 15th. Freedom Capital raised Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. UBS Group cut their price target on shares of Morgan Stanley from $260.00 to $236.00 and set a “buy” rating on the stock in a research note on Monday, October 5th. Finally, The Goldman Sachs Group reiterated a “neutral” rating on shares of Morgan Stanley in a research note on Wednesday, October 14th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Morgan Stanley has an average rating of “Moderate Buy” and a consensus target price of $214.62.

Morgan Stanley Stock Up 0.0%

MS stock opened at $184.38 on Monday. The company’s 50 day moving average price is $198.11 and its 200 day moving average price is $194.29. The firm has a market capitalization of $290.82 billion, a price-to-earnings ratio of 14.63, a PEG ratio of 1.23 and a beta of 1.23. Morgan Stanley has a fifty-two week low of $152.80 and a fifty-two week high of $232.25. The company has a debt-to-equity ratio of 3.65, a quick ratio of 0.79 and a current ratio of 0.79.

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

Morgan Stanley Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be given a dividend of $1.15 per share. This represents a $4.60 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend is Friday, October 30th. Morgan Stanley’s dividend payout ratio (DPR) is 36.51%.

Key Stories 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 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.