Antonelli Financial Advisors LLC Acquires Shares of 2,391 Morgan Stanley (NYSE:MS)

Antonelli Financial Advisors LLC purchased a new position in Morgan Stanley (NYSE:MS - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,391 shares of the financial services provider's stock, valued at approximately $301,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Peoples Bank KS purchased a new stake in shares of Morgan Stanley in the 4th quarter worth $25,000. IAG Wealth Partners LLC acquired a new stake in Morgan Stanley in the fourth quarter worth about $28,000. Curio Wealth LLC acquired a new position in Morgan Stanley during the 4th quarter valued at approximately $31,000. Stonebridge Financial Group LLC purchased a new position in Morgan Stanley in the 4th quarter worth $35,000. Finally, Heck Capital Advisors LLC acquired a new stake in shares of Morgan Stanley during the fourth quarter worth about $43,000. 84.19% of the stock is owned by institutional investors.

Analysts Set New Price Targets

MS has been the topic of several recent research reports. Barclays upped their price target on shares of Morgan Stanley from $155.00 to $156.00 and gave the company an "overweight" rating in a report on Friday, January 17th. Citigroup reduced their price target on Morgan Stanley from $135.00 to $125.00 and set a "neutral" rating for the company in a research report on Monday. Evercore ISI upped their price objective on Morgan Stanley from $140.00 to $150.00 and gave the stock an "outperform" rating in a research report on Friday, January 17th. Keefe, Bruyette & Woods boosted their target price on shares of Morgan Stanley from $138.00 to $145.00 and gave the company a "market perform" rating in a research note on Friday, January 17th. Finally, Hsbc Global Res cut Morgan Stanley from a "strong-buy" rating to a "hold" rating in a report on Tuesday, November 26th. Twelve analysts have rated the stock with a hold rating and six have given a buy rating to the company. According to data from MarketBeat, Morgan Stanley currently has an average rating of "Hold" and an average price target of $132.33.

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Morgan Stanley Trading Up 0.8 %

Shares of NYSE MS traded up $0.98 during trading on Tuesday, hitting $125.25. 4,326,021 shares of the company were exchanged, compared to its average volume of 6,221,122. The company has a fifty day moving average price of $130.56 and a 200-day moving average price of $123.31. 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 capitalization of $202.01 billion, a PE ratio of 15.77, a P/E/G ratio of 1.18 and a beta of 1.35. Morgan Stanley has a 12-month low of $85.01 and a 12-month high of $142.03.

Morgan Stanley (NYSE:MS - Get Free Report) last posted its earnings results on Thursday, January 16th. The financial services provider reported $2.22 earnings per share for the quarter, beating the consensus estimate of $1.54 by $0.68. The company had revenue of $16.23 billion for the quarter, compared to analyst estimates of $15.03 billion. Morgan Stanley had a net margin of 12.48% and a return on equity of 14.39%. Morgan Stanley's revenue was up 25.9% on a year-over-year basis. During the same period in the previous year, the business posted $1.13 EPS. As a group, equities research analysts expect that Morgan Stanley will post 8.56 EPS for the current 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. This represents a $3.70 annualized dividend and a dividend yield of 2.95%. The ex-dividend date was Friday, January 31st. Morgan Stanley's dividend payout ratio (DPR) is presently 46.60%.

Insider Transactions at Morgan Stanley

In other Morgan Stanley news, CFO Raja Akram sold 17,500 shares of the company's stock in a transaction on Tuesday, January 21st. The stock was sold at an average price of $136.01, for a total transaction of $2,380,175.00. Following the transaction, the chief financial officer now directly owns 81,440 shares in the company, valued at $11,076,654.40. This represents a 17.69 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Eric F. Grossman sold 13,097 shares of the business's stock in a transaction dated 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. This trade represents a 6.22 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.24% of the company's stock.

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.