Lionsbridge Wealth Management LLC Purchases New Holdings in Morgan Stanley $MS

by · The Markets Daily

Lionsbridge Wealth Management LLC acquired a new position in Morgan Stanley (NYSE:MS – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 4,225 shares of the financial services provider’s stock, valued at approximately $883,000.

Several other large investors also recently bought and sold shares of the company. Mitsubishi UFJ Financial Group Inc. acquired a new position in shares of Morgan Stanley during the second quarter valued at approximately $78,825,883,310. State Street Corp increased its position in shares of 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 purchasing an additional 539,544 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Morgan Stanley by 2.0% during the fourth quarter. Geode Capital Management LLC now owns 27,070,557 shares of the financial services provider’s stock worth $4,786,350,000 after purchasing an additional 534,708 shares in the last quarter. Fisher Asset Management LLC raised its stake in Morgan Stanley by 2.1% in the 4th 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 purchasing an additional 524,189 shares during the last quarter. Finally, Bank of America Corp DE raised its stake in Morgan Stanley by 0.5% in the 1st quarter. Bank of America Corp DE now owns 16,326,676 shares of the financial services provider’s stock valued at $2,686,881,000 after purchasing an additional 87,533 shares during the last quarter. 84.19% of the stock is currently owned by hedge funds and other institutional investors.

Morgan Stanley News Summary

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

  • Positive Sentiment: Morgan Stanley’s latest earnings showed strong operating momentum: quarterly EPS of $3.46 exceeded estimates of $2.89, revenue reached $21.35 billion versus expectations of $19.67 billion, and revenue increased 27.1% year over year. The results support the longer-term bullish case for the stock.
  • Positive Sentiment: The firm continues to expand client engagement and trading activity through E*TRADE. Its monthly sector-rotation study provides data on client buying and selling across U.S.-traded stocks, reinforcing Morgan Stanley’s wealth-management and brokerage presence. E*TRADE Releases Monthly Sector Rotation Study
  • Neutral Sentiment: Morgan Stanley argued that investors may be focusing on U.S. debt concerns while overlooking broader economic and market risks. The commentary highlights the firm’s macroeconomic expertise but does not provide a direct earnings catalyst. Morgan Stanley Says U.S. Debt Fears Miss Bigger Story
  • Neutral Sentiment: Morgan Stanley’s analyst teams remain active, including bullish calls on Robinhood, Broadcom and other growth companies. These calls may support advisory and research visibility, but they are unlikely to materially affect MS stock in the near term.
  • Negative Sentiment: The immediate pressure is macroeconomic: higher long-term yields can increase market volatility, tighten financial conditions and weigh on investor sentiment toward banks and wealth managers. The rate spike also temporarily undermined Morgan Stanley’s technical breakout setup. Morgan Stanley Stock and Treasury Yield Rise

Morgan Stanley Stock Performance

NYSE MS opened at $211.00 on Wednesday. The stock’s fifty day moving average is $215.85 and its two-hundred day moving average is $195.90. The firm has a market capitalization of $332.81 billion, a P/E ratio of 17.06, a price-to-earnings-growth ratio of 1.51 and a beta of 1.21. 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 has a fifty-two week low of $145.65 and a fifty-two week high of $232.25.

Morgan Stanley (NYSE:MS – Get Free Report) last posted 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 business had revenue of $21.35 billion for the quarter, compared to analyst estimates of $19.67 billion. Morgan Stanley had a return on equity of 19.31% and a net margin of 15.65%.The company’s quarterly revenue was up 27.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.13 EPS. On average, research analysts anticipate that Morgan Stanley will post 12.79 earnings per share for the current year.

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

Morgan Stanley Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Friday, July 31st were given a dividend of $1.15 per share. The ex-dividend date was Friday, July 31st. This is an increase from Morgan Stanley’s previous quarterly dividend of $1.00. This represents a $4.60 annualized dividend and a yield of 2.2%. Morgan Stanley’s dividend payout ratio (DPR) is 37.19%.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Jefferies Financial Group raised shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 7th. Evercore reiterated an “outperform” rating on shares of Morgan Stanley in a research report on Monday, July 6th. Citigroup raised their price target on shares of Morgan Stanley from $220.00 to $235.00 and gave the stock a “neutral” rating in a research note on Friday, July 17th. Barclays boosted their price target on shares of Morgan Stanley from $230.00 to $262.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Finally, UBS Group upped their price objective on shares of Morgan Stanley from $255.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, August 3rd. Three equities 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 stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $224.75.

Check Out Our Latest Report on Morgan Stanley

Morgan Stanley Profile

(Free Report)

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.

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