Parcion Private Wealth LLC Buys 150 Shares of Morgan Stanley (NYSE:MS)

Parcion Private Wealth LLC boosted its stake in Morgan Stanley (NYSE:MS) by 1.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,202 shares of the financial services provider’s stock after acquiring an additional 150 shares during the period. Parcion Private Wealth LLC’s holdings in Morgan Stanley were worth $1,408,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Geode Capital Management LLC boosted its holdings in shares of Morgan Stanley by 1.1% during the 3rd quarter. Geode Capital Management LLC now owns 25,240,729 shares of the financial services provider’s stock worth $2,621,140,000 after buying an additional 269,633 shares in the last quarter. Fisher Asset Management LLC boosted its holdings in shares of Morgan Stanley by 2.7% during the 3rd quarter. Fisher Asset Management LLC now owns 22,404,981 shares of the financial services provider’s stock worth $2,335,495,000 after buying an additional 590,872 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Morgan Stanley by 4.8% during the 3rd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,454,177 shares of the financial services provider’s stock worth $881,263,000 after buying an additional 385,780 shares in the last quarter. Franklin Resources Inc. boosted its holdings in shares of Morgan Stanley by 75.2% during the 3rd quarter. Franklin Resources Inc. now owns 7,850,848 shares of the financial services provider’s stock worth $881,493,000 after buying an additional 3,369,520 shares in the last quarter. Finally, Principal Financial Group Inc. boosted its holdings in shares of Morgan Stanley by 0.8% during the 3rd quarter. Principal Financial Group Inc. now owns 4,711,805 shares of the financial services provider’s stock worth $491,159,000 after buying an additional 36,120 shares in the last quarter. 84.19% of the stock is currently owned by institutional investors.

Insider Transactions at Morgan Stanley

In other Morgan Stanley news, CFO Raja Akram sold 17,500 shares of the firm’s stock in a transaction dated Tuesday, January 21st. The stock was sold at an average price of $136.01, for a total value of $2,380,175.00. Following the completion of the transaction, the chief financial officer now owns 81,440 shares in the company, valued at $11,076,654.40. This trade represents a 17.69 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Eric F. Grossman sold 13,097 shares of the firm’s stock in a transaction dated Tuesday, January 21st. The stock was sold at an average price of $136.20, for a total value of $1,783,811.40. Following the completion of the transaction, the insider now owns 197,444 shares of the company’s stock, valued at approximately $26,891,872.80. This represents a 6.22 % decrease in their position. The disclosure for this sale can be found here. 0.24% of the stock is owned by corporate insiders.

Morgan Stanley Trading Down 0.0 %

Shares of Morgan Stanley stock opened at $140.70 on Thursday. The company has a debt-to-equity ratio of 3.14, a current ratio of 0.80 and a quick ratio of 0.80. The firm has a market cap of $226.67 billion, a PE ratio of 17.72, a P/E/G ratio of 1.22 and a beta of 1.37. Morgan Stanley has a 1 year low of $84.43 and a 1 year high of $142.03. The stock has a fifty day moving average price of $132.16 and a 200-day moving average price of $119.40.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings results on Thursday, January 16th. The financial services provider reported $2.22 earnings per share for the quarter, topping the consensus estimate of $1.54 by $0.68. The company had revenue of $16.23 billion during the quarter, compared to the consensus estimate of $15.03 billion. Morgan Stanley had a return on equity of 14.39% and a net margin of 12.48%. The firm’s quarterly revenue was up 25.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.13 EPS. Equities research analysts anticipate that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 14th. Stockholders of record on Friday, January 31st were paid a dividend of $0.925 per share. The ex-dividend date was Friday, January 31st. This represents a $3.70 annualized dividend and a dividend yield of 2.63%. Morgan Stanley’s payout ratio is 46.60%.

Analysts Set New Price Targets

MS has been the topic of a number of research reports. UBS Group upped their target price on Morgan Stanley from $130.00 to $140.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 21st. Keefe, Bruyette & Woods upped their target price on Morgan Stanley from $138.00 to $145.00 and gave the stock a “market perform” rating in a research report on Friday, January 17th. Barclays upped their target price on Morgan Stanley from $155.00 to $156.00 and gave the stock an “overweight” rating in a research report on Friday, January 17th. Citigroup increased their price target on Morgan Stanley from $105.00 to $135.00 and gave the company a “neutral” rating in a research report on Monday, November 25th. Finally, Evercore ISI increased their price target on Morgan Stanley from $140.00 to $150.00 and gave the company an “outperform” rating in a research report on Friday, January 17th. Eleven investment analysts have rated the stock with a hold rating and six have given a buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $131.27.

Morgan Stanley Company Profile

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments.