Lombard Odier Asset Management Switzerland SA Has $12.13 Million Stock Position in Morgan Stanley $MS

Lombard Odier Asset Management Switzerland SA increased its stake in shares of Morgan Stanley (NYSE:MS) by 45.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 68,309 shares of the financial services provider’s stock after buying an additional 21,300 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in Morgan Stanley were worth $12,127,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in MS. Norges Bank acquired a new position in Morgan Stanley during the 4th quarter worth about $2,736,648,000. Vanguard Group Inc. lifted its position in Morgan Stanley by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 119,718,100 shares of the financial services provider’s stock worth $21,253,554,000 after buying an additional 1,361,940 shares in the last quarter. Thrivent Financial for Lutherans lifted its position in Morgan Stanley by 2,332.9% during the 4th quarter. Thrivent Financial for Lutherans now owns 1,406,495 shares of the financial services provider’s stock worth $249,710,000 after buying an additional 1,348,683 shares in the last quarter. Junto Capital Management LP acquired a new position in Morgan Stanley during the 3rd quarter worth about $170,037,000. Finally, Marshall Wace LLP lifted its holdings in Morgan Stanley by 40.2% during the 3rd quarter. Marshall Wace LLP now owns 2,933,604 shares of the financial services provider’s stock worth $466,326,000 after buying an additional 841,263 shares in the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

Key Stories Impacting Morgan Stanley

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

• Positive Sentiment: Morgan Stanley said the bull market remains intact and could broaden further as investors rotate into cyclical sectors. The ‘Bull Market Is Intact,’ Says Morgan Stanley
• Positive Sentiment: The firm also highlighted stocks that can keep the rally going, reinforcing Morgan Stanley’s influence on market positioning and investor sentiment. These stocks have been beating the S&P 500 and could keep the bull market going, says Morgan Stanley
• Neutral Sentiment: Morgan Stanley was also in the news for stock-specific research calls, including upgrades and target hikes on names tied to AI infrastructure, data storage, and industrials, which reflects active and influential equity research coverage. Morgan Stanley (MS) Pounds the Table on These Data Storage Names

Insiders Place Their Bets

In other Morgan Stanley news, insider Eric F. Grossman sold 11,118 shares of Morgan Stanley stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the transaction, the insider directly owned 169,403 shares in the company, valued at approximately $32,313,622.25. The trade was a 6.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Daniel A. Simkowitz sold 14,690 shares of Morgan Stanley stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $189.24, for a total value of $2,779,935.60. Following the transaction, the insider owned 365,802 shares in the company, valued at approximately $69,224,370.48. This represents a 3.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 77,476 shares of company stock worth $14,644,762. Corporate insiders own 0.17% of the company’s stock.

Analyst Ratings Changes

MS has been the topic of several research reports. Wells Fargo & Company upped their price objective on Morgan Stanley from $189.00 to $200.00 and gave the stock an “equal weight” rating in a report on Thursday, April 16th. Barclays upped their price objective on Morgan Stanley from $219.00 to $230.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. Erste Group Bank raised Morgan Stanley from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Keefe, Bruyette & Woods upped their target price on shares of Morgan Stanley from $210.00 to $218.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Finally, Evercore upped their target price on shares of Morgan Stanley from $190.00 to $210.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Twelve analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $206.35.

Morgan Stanley Stock Performance

MS stock opened at $220.65 on Wednesday. The business’s fifty day moving average is $195.85 and its 200-day moving average is $181.71. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52. The company has a market cap of $348.03 billion, a P/E ratio of 19.99, a price-to-earnings-growth ratio of 1.63 and a beta of 1.23. Morgan Stanley has a twelve month low of $129.66 and a twelve month high of $222.30.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share for the quarter, beating analysts’ consensus estimates of $3.02 by $0.41. The company had revenue of $20.58 billion for the quarter, compared to the consensus estimate of $19.23 billion. Morgan Stanley had a return on equity of 17.70% and a net margin of 14.65%.The firm’s quarterly revenue was up 16.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.60 EPS. Equities research analysts forecast that Morgan Stanley will post 11.87 EPS for the current year.

Morgan Stanley Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Thursday, April 30th were given a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Thursday, April 30th. Morgan Stanley’s dividend payout ratio (DPR) is currently 36.23%.

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.