Nykredit A S Purchases Shares of 619,363 Morgan Stanley $MS

Nykredit A S acquired a new stake in Morgan Stanley (NYSE:MS) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 619,363 shares of the financial services provider’s stock, valued at approximately $129,472,000.

Several other institutional investors also recently modified their holdings of the company. Mitsubishi UFJ Financial Group Inc. acquired a new stake in Morgan Stanley in the 2nd quarter valued at about $78,825,883,310. State Street Corp increased its position in Morgan Stanley by 0.5% during the fourth quarter. State Street Corp now owns 103,854,751 shares of the financial services provider’s stock worth $18,437,334,000 after buying an additional 539,544 shares during the last quarter. Geode Capital Management LLC raised its stake in Morgan Stanley by 2.0% in the fourth quarter. Geode Capital Management LLC now owns 27,070,557 shares of the financial services provider’s stock valued at $4,786,350,000 after buying an additional 534,708 shares during the period. Fisher Asset Management LLC raised its stake in Morgan Stanley by 2.1% in the fourth quarter. Fisher Asset Management LLC now owns 25,018,335 shares of the financial services provider’s stock valued at $4,441,505,000 after buying an additional 524,189 shares during the period. Finally, Bank of America Corp DE boosted its stake in shares of Morgan Stanley by 0.5% during the 1st quarter. Bank of America Corp DE now owns 16,326,676 shares of the financial services provider’s stock worth $2,686,881,000 after acquiring an additional 87,533 shares during the period. 84.19% of the stock is currently owned by institutional investors and hedge funds.

More Morgan Stanley News

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

• Positive Sentiment: Rotation into big banks: Investors are favoring major financial institutions as higher-rate expectations support potential gains in net interest income and reinforce confidence in diversified banks such as Morgan Stanley. Expectations of Rising Rates and Worries About AI Have Investors Piling Into Big Bank Stocks
• Positive Sentiment: Strong operating backdrop: Morgan Stanley’s latest reported quarter showed earnings of $3.46 per share and revenue of $21.35 billion, exceeding consensus estimates. Revenue increased 27.1% year over year, while return on equity reached 19.31%, supporting the stock’s fundamental appeal.
• Positive Sentiment: Potential cost efficiencies from AI: Morgan Stanley and other major banks are pressing law firms to reduce fees as AI makes routine legal work faster. Lower outside-counsel costs could modestly improve expense efficiency, although the direct financial impact is not yet quantified. Wall Street banks push Big Law to cut fees because of AI
• Neutral Sentiment: Client activity remains a watchpoint: E*TRADE’s monthly sector-rotation study provides insight into Morgan Stanley’s brokerage-client trading behavior, but the release did not identify a specific earnings or revenue catalyst for MS. E*TRADE from Morgan Stanley Releases Monthly Sector Rotation Study
• Negative Sentiment: Rates create volatility: The recent bond selloff pushed the 10-year Treasury yield to approximately 4.79%, raising concerns about market valuations and potentially increasing pressure on investment-banking and wealth-management activity. Morgan Stanley Stock Is Up Nearly 20% in 2026: What Will It Take to Break Through $250?

Wall Street Analyst Weigh In

A number of research firms recently weighed in on MS. Weiss Ratings raised Morgan Stanley from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 5th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $243.00 price objective on shares of Morgan Stanley in a report on Monday, July 20th. Oppenheimer downgraded shares of Morgan Stanley from a “market perform” rating to an “underperform” rating in a report on Tuesday, June 30th. Rothschild & Co Redburn increased their price target on shares of Morgan Stanley from $183.00 to $195.00 and gave the company a “neutral” rating in a report on Thursday, June 25th. Finally, Wells Fargo & Company upped their target price on Morgan Stanley from $225.00 to $240.00 and gave the company an “equal weight” rating in a research report on Thursday, July 16th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $224.75.

Morgan Stanley Stock Performance

Shares of NYSE:MS opened at $211.89 on Thursday. Morgan Stanley has a 12-month low of $146.29 and a 12-month high of $232.25. The company’s 50 day moving average price is $215.68 and its two-hundred day moving average price is $196.21. The firm has a market cap of $334.22 billion, a PE ratio of 17.13, a PEG ratio of 1.50 and a beta of 1.21. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 3.65.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings data on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.57. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.The firm had revenue of $21.35 billion during the quarter, compared to analysts’ expectations of $19.67 billion. During the same period in the previous year, the firm earned $2.13 EPS. The company’s quarterly revenue was up 27.1% compared to the same quarter last year. Equities research analysts predict that Morgan Stanley will post 12.79 earnings per share for the current year.

Morgan Stanley Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Friday, July 31st were issued a $1.15 dividend. The ex-dividend date of this dividend was Friday, July 31st. This represents a $4.60 annualized dividend 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 37.19%.

Morgan Stanley announced that its board has authorized a stock repurchase program on Wednesday, June 24th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the financial services provider to repurchase up to 5.6% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board of directors believes its shares are undervalued.

Morgan Stanley Company 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.