Oslo Pensjonsforsikring AS Purchases New Position in Morgan Stanley $MS

Oslo Pensjonsforsikring AS bought a new stake in Morgan Stanley (NYSE:MS) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 5,531 shares of the financial services provider’s stock, valued at approximately $910,000.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC increased its holdings in Morgan Stanley by 10.2% during the 4th quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider’s stock valued at $1,607,000 after purchasing an additional 1,185 shares in the last quarter. Main Street Financial Solutions LLC grew its holdings in shares of Morgan Stanley by 69.0% during the second quarter. Main Street Financial Solutions LLC now owns 8,964 shares of the financial services provider’s stock worth $1,263,000 after purchasing an additional 3,661 shares during the last quarter. Diversify Advisory Services LLC grew its holdings in shares of Morgan Stanley by 90.9% during the second quarter. Diversify Advisory Services LLC now owns 16,148 shares of the financial services provider’s stock worth $2,378,000 after purchasing an additional 7,688 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in shares of Morgan Stanley by 6.3% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 263,575 shares of the financial services provider’s stock valued at $37,127,000 after buying an additional 15,623 shares in the last quarter. Finally, Jupiter Wealth Management LLC increased its stake in shares of Morgan Stanley by 7.8% in the second quarter. Jupiter Wealth Management LLC now owns 52,825 shares of the financial services provider’s stock valued at $7,805,000 after buying an additional 3,807 shares in the last quarter. Institutional investors own 84.19% of the company’s stock.

Trending Headlines about Morgan Stanley

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

• Positive Sentiment: Morgan Stanley is being viewed as Wall Street’s leading bank for AI debt deals, boosting optimism about investment-banking and financing revenue tied to data-center buildouts.
• Positive Sentiment: Analysts and media reports point to continued strength in Morgan Stanley’s outlook, including an article noting that FY2026 EPS forecasts were lifted.
• Positive Sentiment: Separate commentary says Morgan Stanley remains constructive on multiple sectors, including semiconductors and AI-linked infrastructure, reinforcing its image as a well-positioned market bellwether. Article: Morgan Stanley becomes Wall Street’s top bank for AI debt deals
• Neutral Sentiment: Investor attention is also being driven by general search interest and media mentions around Morgan Stanley, which can add to short-term trading momentum. Article: Morgan Stanley (MS) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: At the same time, Morgan Stanley recently downgraded several software names, including Adobe and Salesforce, which underscores ongoing concerns about AI-related disruption in parts of tech and may temper enthusiasm elsewhere in the market.

Morgan Stanley Stock Performance

Morgan Stanley stock opened at $216.34 on Wednesday. The company has a market cap of $341.23 billion, a PE ratio of 17.49, a PEG ratio of 1.51 and a beta of 1.23. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 3.52. Morgan Stanley has a 1 year low of $136.17 and a 1 year high of $232.25. The company’s 50-day moving average is $212.58 and its two-hundred day moving average is $189.27.

Morgan Stanley (NYSE:MS) last issued 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. The company had revenue of $21.35 billion during the quarter, compared to analysts’ expectations of $19.67 billion. Morgan Stanley had a net margin of 15.65% and a return on equity of 19.51%. Morgan Stanley’s revenue was up 27.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.13 EPS. Equities analysts anticipate that Morgan Stanley will post 12.68 earnings per share for the current year.

Morgan Stanley Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be issued a dividend of $1.15 per share. The ex-dividend date of this dividend is Friday, July 31st. This represents a $4.60 dividend on an annualized basis and a yield of 2.1%. This is a boost from Morgan Stanley’s previous quarterly dividend of $1.00. Morgan Stanley’s dividend payout ratio (DPR) is presently 37.19%.

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

Analyst Ratings Changes

Several research analysts recently issued reports on MS shares. Wells Fargo & Company upped their price target on shares of Morgan Stanley from $225.00 to $240.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 16th. BNP Paribas Exane raised their price objective on shares of Morgan Stanley from $195.00 to $205.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Morgan Stanley in a research report on Thursday, July 2nd. HSBC upped their target price on shares of Morgan Stanley from $190.00 to $215.00 and gave the stock a “hold” rating in a research report on Tuesday. Finally, Bank of America raised their price target on shares of Morgan Stanley from $225.00 to $250.00 and gave the company a “buy” rating in a report on Tuesday, July 7th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Morgan Stanley has an average rating of “Moderate Buy” and an average price target of $224.50.

Morgan Stanley Profile

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.