Jackson Creek Investment Advisors LLC Has $474,000 Stock Holdings in Morgan Stanley (NYSE:MS)

Jackson Creek Investment Advisors LLC cut its stake in shares of Morgan Stanley (NYSE:MS) by 2.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,772 shares of the financial services provider’s stock after selling 110 shares during the period. Jackson Creek Investment Advisors LLC’s holdings in Morgan Stanley were worth $474,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Peoples Bank KS acquired a new stake in shares of Morgan Stanley in the fourth quarter valued at approximately $25,000. Rakuten Securities Inc. lifted its position in shares of Morgan Stanley by 138.1% in the third quarter. Rakuten Securities Inc. now owns 300 shares of the financial services provider’s stock valued at $31,000 after buying an additional 174 shares during the last quarter. Stonebridge Financial Group LLC acquired a new stake in shares of Morgan Stanley in the fourth quarter valued at approximately $35,000. Capital Performance Advisors LLP acquired a new stake in shares of Morgan Stanley in the third quarter valued at approximately $36,000. Finally, Planning Capital Management Corp lifted its position in shares of Morgan Stanley by 115.1% in the third quarter. Planning Capital Management Corp now owns 357 shares of the financial services provider’s stock valued at $37,000 after buying an additional 191 shares during the last quarter. 84.19% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on MS. UBS Group raised their price objective on Morgan Stanley from $130.00 to $140.00 and gave the company a “neutral” rating in a research report on Tuesday, January 21st. Hsbc Global Res cut Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 26th. Barclays lifted their price target on Morgan Stanley from $155.00 to $156.00 and gave the stock an “overweight” rating in a report on Friday, January 17th. Wells Fargo & Company raised Morgan Stanley from an “underweight” rating to an “equal weight” rating and lifted their price target for the stock from $107.00 to $142.00 in a report on Friday, November 15th. Finally, JPMorgan Chase & Co. lifted their price target on Morgan Stanley from $104.00 to $108.00 and gave the stock a “neutral” rating in a report on Monday, January 13th. Eleven analysts have rated the stock with a hold rating and six have issued a buy rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $131.27.

Insider Activity

In related news, insider Eric F. Grossman sold 13,097 shares of the business’s stock in a transaction on Tuesday, January 21st. The stock was sold at an average price of $136.20, for a total transaction of $1,783,811.40. Following the sale, the insider now owns 197,444 shares in the company, valued at $26,891,872.80. The trade was a 6.22 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Raja Akram sold 17,500 shares of the business’s stock in a transaction on 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 sale, the chief financial officer now owns 81,440 shares in the company, valued at $11,076,654.40. This represents a 17.69 % decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.24% of the company’s stock.

Morgan Stanley Trading Down 0.2 %

Shares of MS opened at $119.12 on Friday. Morgan Stanley has a 52-week low of $85.01 and a 52-week high of $142.03. The business’s fifty day moving average is $132.56 and its 200-day moving average is $121.97. The company has a debt-to-equity ratio of 3.14, a quick ratio of 0.80 and a current ratio of 0.80. The firm has a market cap of $192.12 billion, a price-to-earnings ratio of 15.00, a PEG ratio of 1.18 and a beta of 1.35.

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

Morgan Stanley Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 14th. Stockholders of record on Friday, January 31st were paid a $0.925 dividend. The ex-dividend date of this dividend was Friday, January 31st. This represents a $3.70 annualized dividend and a dividend yield of 3.11%. Morgan Stanley’s payout ratio is 46.60%.

About Morgan Stanley

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.