Morgan Stanley (NYSE:MS) Stock Position Raised by Telos Capital Management Inc.

Telos Capital Management Inc. lifted its stake in shares of Morgan Stanley (NYSE:MS) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 141,153 shares of the financial services provider’s stock after acquiring an additional 4,447 shares during the quarter. Morgan Stanley accounts for 1.6% of Telos Capital Management Inc.’s portfolio, making the stock its 15th largest holding. Telos Capital Management Inc.’s holdings in Morgan Stanley were worth $13,163,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. NBW Capital LLC boosted its position in shares of Morgan Stanley by 4.2% in the second quarter. NBW Capital LLC now owns 3,025 shares of the financial services provider’s stock worth $258,000 after buying an additional 123 shares during the period. M&R Capital Management Inc. boosted its position in shares of Morgan Stanley by 6.7% in the fourth quarter. M&R Capital Management Inc. now owns 2,020 shares of the financial services provider’s stock worth $188,000 after buying an additional 126 shares during the period. Summit Global Investments boosted its position in shares of Morgan Stanley by 5.0% in the third quarter. Summit Global Investments now owns 2,692 shares of the financial services provider’s stock worth $220,000 after buying an additional 129 shares during the period. Platte River Wealth Advisors LLC boosted its position in shares of Morgan Stanley by 3.4% in the third quarter. Platte River Wealth Advisors LLC now owns 3,995 shares of the financial services provider’s stock worth $326,000 after buying an additional 132 shares during the period. Finally, Corton Capital Inc. raised its holdings in shares of Morgan Stanley by 2.0% during the third quarter. Corton Capital Inc. now owns 6,629 shares of the financial services provider’s stock worth $541,000 after acquiring an additional 133 shares in the last quarter. 84.19% of the stock is owned by institutional investors.

Morgan Stanley Stock Performance

Shares of Morgan Stanley stock traded up $1.03 during trading on Wednesday, reaching $90.17. The company’s stock had a trading volume of 5,612,218 shares, compared to its average volume of 8,888,126. The company has a debt-to-equity ratio of 2.89, a quick ratio of 0.75 and a current ratio of 0.75. The business’s fifty day moving average price is $88.65 and its 200-day moving average price is $84.78. The firm has a market cap of $146.67 billion, a price-to-earnings ratio of 17.24, a price-to-earnings-growth ratio of 1.76 and a beta of 1.43. Morgan Stanley has a one year low of $69.42 and a one year high of $95.57.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings data on Tuesday, April 16th. The financial services provider reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.72 by $0.30. The business had revenue of $15.14 billion for the quarter, compared to analyst estimates of $14.42 billion. Morgan Stanley had a return on equity of 10.36% and a net margin of 9.49%. The firm’s revenue for the quarter was up 4.3% on a year-over-year basis. During the same period in the previous year, the company posted $1.70 earnings per share. As a group, equities research analysts predict that Morgan Stanley will post 6.36 earnings per share for the current year.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Cfra increased their price objective on Morgan Stanley from $97.00 to $108.00 and gave the stock a “buy” rating in a report on Tuesday. The Goldman Sachs Group increased their price objective on Morgan Stanley from $89.00 to $100.00 and gave the stock a “buy” rating in a report on Tuesday, December 19th. BMO Capital Markets increased their price objective on Morgan Stanley from $106.00 to $107.00 and gave the stock an “outperform” rating in a report on Wednesday, January 17th. Oppenheimer cut their price objective on Morgan Stanley from $109.00 to $97.00 and set an “outperform” rating for the company in a report on Tuesday, March 19th. Finally, HSBC raised their target price on Morgan Stanley from $96.00 to $100.00 and gave the company a “hold” rating in a report on Thursday, March 28th. Thirteen equities research analysts have rated the stock with a hold rating and seven have given a buy rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $95.66.

Insider Buying and Selling

In related news, Chairman James P. Gorman sold 100,000 shares of Morgan Stanley stock in a transaction dated Monday, February 12th. The stock was sold at an average price of $87.30, for a total transaction of $8,730,000.00. Following the sale, the chairman now directly owns 350,000 shares of the company’s stock, valued at $30,555,000. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. In related news, Chairman James P. Gorman sold 100,000 shares of Morgan Stanley stock in a transaction dated Monday, February 12th. The stock was sold at an average price of $87.30, for a total transaction of $8,730,000.00. Following the sale, the chairman now directly owns 350,000 shares of the company’s stock, valued at $30,555,000. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Andrew M. Saperstein sold 10,000 shares of Morgan Stanley stock in a transaction dated Friday, January 19th. The stock was sold at an average price of $84.13, for a total value of $841,300.00. Following the sale, the insider now directly owns 323,490 shares in the company, valued at $27,215,213.70. The disclosure for this sale can be found here. Insiders have sold a total of 208,155 shares of company stock valued at $18,149,314 over the last three months. 0.24% of the stock is owned by corporate insiders.

Morgan Stanley 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.