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Mount Yale Investment Advisors LLC Has $876,000 Holdings in Morgan Stanley (NYSE:MS)

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Mount Yale Investment Advisors LLC lowered its stake in Morgan Stanley (NYSE:MS - Free Report) by 28.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,969 shares of the financial services provider's stock after selling 2,828 shares during the quarter. Mount Yale Investment Advisors LLC's holdings in Morgan Stanley were worth $876,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of MS. Wilmington Savings Fund Society FSB raised its holdings in Morgan Stanley by 474.3% in the third quarter. Wilmington Savings Fund Society FSB now owns 21,134 shares of the financial services provider's stock valued at $2,203,000 after acquiring an additional 17,454 shares in the last quarter. Principal Financial Group Inc. lifted its stake in shares of Morgan Stanley by 0.8% in 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 acquiring an additional 36,120 shares during the period. Matrix Trust Co bought a new position in shares of Morgan Stanley during the 4th quarter valued at about $2,040,000. Natixis Advisors LLC raised its position in shares of Morgan Stanley by 1.4% during the third quarter. Natixis Advisors LLC now owns 1,152,937 shares of the financial services provider's stock worth $120,182,000 after purchasing an additional 16,350 shares during the period. Finally, Johnson & White Wealth Management LLC acquired a new position in Morgan Stanley in the 4th quarter worth approximately $597,000. Institutional investors and hedge funds own 84.19% of the company's stock.

Analyst Upgrades and Downgrades

MS has been the subject of a number of analyst reports. Evercore ISI lifted their target price on shares of Morgan Stanley from $140.00 to $150.00 and gave the company an "outperform" rating in a research note on Friday, January 17th. JPMorgan Chase & Co. raised their target price on Morgan Stanley from $104.00 to $108.00 and gave the stock a "neutral" rating in a research report on Monday, January 13th. Royal Bank of Canada raised their target price on Morgan Stanley from $108.00 to $122.00 and gave the company a "sector perform" rating in a research note on Thursday, October 17th. The Goldman Sachs Group upped their target price on shares of Morgan Stanley from $106.00 to $121.00 and gave the company a "neutral" rating in a research report on Thursday, October 17th. Finally, Wells Fargo & Company raised shares of Morgan Stanley from an "underweight" rating to an "equal weight" rating and upped their target price for the company from $107.00 to $142.00 in a research note on Friday, November 15th. Eleven research analysts have rated the stock with a hold rating and six have issued a buy rating to the company's stock. According to MarketBeat.com, Morgan Stanley currently has an average rating of "Hold" and an average price target of $131.27.

Read Our Latest Stock Report on Morgan Stanley

Morgan Stanley Trading Down 0.5 %

MS traded down $0.67 during trading on Friday, reaching $138.35. The company had a trading volume of 5,300,336 shares, compared to its average volume of 7,370,189. Morgan Stanley has a 52 week low of $83.09 and a 52 week high of $141.48. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 3.14. The stock has a market cap of $222.89 billion, a P/E ratio of 17.42, a PEG ratio of 1.23 and a beta of 1.36. The business has a 50 day simple moving average of $129.90 and a 200-day simple moving average of $115.84.

Morgan Stanley (NYSE:MS - Get Free Report) last released its quarterly earnings results on Thursday, January 16th. The financial services provider reported $2.22 EPS for the quarter, topping 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 firm had revenue of $16.23 billion during the quarter, compared to analyst estimates of $15.03 billion. During the same period in the previous year, the company posted $1.13 EPS. The business's revenue for the quarter was up 25.9% compared to the same quarter last year. On average, equities analysts anticipate that Morgan Stanley will post 8.52 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 14th. Shareholders of record on Friday, January 31st will be given a dividend of $0.925 per share. This represents a $3.70 dividend on an annualized basis and a dividend yield of 2.67%. The ex-dividend date of this dividend is Friday, January 31st. Morgan Stanley's dividend payout ratio is presently 46.60%.

Insiders Place Their Bets

In other Morgan Stanley 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 value of $1,783,811.40. Following the completion of the transaction, the insider now directly owns 197,444 shares in the company, valued at approximately $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 accessible through this link. Also, CFO Raja Akram sold 17,500 shares of the stock in a transaction that occurred 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 approximately $11,076,654.40. This represents a 17.69 % decrease in their position. The disclosure for this sale can be found here. 0.24% of the stock is owned by company insiders.

Morgan Stanley Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Morgan Stanley (NYSE:MS)

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