Calamos Wealth Management LLC Boosts Stock Position in Morgan Stanley $MS

Calamos Wealth Management LLC raised its stake in shares of Morgan Stanley (NYSE:MS) by 12.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 87,236 shares of the financial services provider’s stock after buying an additional 9,345 shares during the quarter. Calamos Wealth Management LLC’s holdings in Morgan Stanley were worth $13,867,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of MS. CBIZ Investment Advisory Services LLC boosted its stake in Morgan Stanley by 111.0% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 211 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 111 shares in the last quarter. Princeton Global Asset Management LLC raised its holdings in Morgan Stanley by 645.8% in the second quarter. Princeton Global Asset Management LLC now owns 179 shares of the financial services provider’s stock worth $25,000 after buying an additional 155 shares during the last quarter. WFA of San Diego LLC purchased a new position in Morgan Stanley in the second quarter worth about $28,000. Compass Financial Services Inc bought a new position in shares of Morgan Stanley in the second quarter worth approximately $32,000. Finally, Family Legacy Financial Solutions LLC grew its holdings in shares of Morgan Stanley by 91.9% during the third quarter. Family Legacy Financial Solutions LLC now owns 213 shares of the financial services provider’s stock valued at $34,000 after buying an additional 102 shares during the last quarter. 84.19% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Morgan Stanley

In other news, CEO Edward Pick sold 100,000 shares of the business’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $164.34, for a total transaction of $16,434,000.00. Following the completion of the sale, the chief executive officer owned 574,986 shares of the company’s stock, valued at $94,493,199.24. The trade was a 14.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.19% of the stock is owned by corporate insiders.

Morgan Stanley Stock Down 0.5%

MS stock opened at $178.99 on Wednesday. Morgan Stanley has a fifty-two week low of $94.33 and a fifty-two week high of $182.34. The business’s 50-day moving average is $169.74 and its two-hundred day moving average is $155.49. The company has a debt-to-equity ratio of 3.27, a quick ratio of 0.79 and a current ratio of 0.79. The company has a market cap of $284.47 billion, a price-to-earnings ratio of 18.36, a P/E/G ratio of 1.46 and a beta of 1.22.

Morgan Stanley (NYSE:MS) last released its quarterly earnings results on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.07 by $0.73. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The business had revenue of $17.98 billion during the quarter, compared to the consensus estimate of $16.42 billion. During the same period in the previous year, the company posted $1.88 EPS. The business’s quarterly revenue was up 18.5% compared to the same quarter last year. As a group, analysts forecast that Morgan Stanley will post 8.56 earnings per share for the current year.

Morgan Stanley Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were given a $1.00 dividend. The ex-dividend date was Friday, October 31st. This represents a $4.00 annualized dividend and a yield of 2.2%. Morgan Stanley’s dividend payout ratio (DPR) is presently 41.03%.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on MS shares. Zacks Research raised Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, October 21st. UBS Group boosted their price target on Morgan Stanley from $156.00 to $165.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 7th. The Goldman Sachs Group increased their price objective on Morgan Stanley from $145.00 to $164.00 and gave the company a “neutral” rating in a research report on Friday, October 3rd. Citigroup boosted their target price on Morgan Stanley from $155.00 to $170.00 and gave the stock a “neutral” rating in a research report on Thursday, October 16th. Finally, Evercore ISI upped their target price on shares of Morgan Stanley from $165.00 to $175.00 and gave the company an “outperform” rating in a research note on Thursday, October 16th. Three investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Morgan Stanley currently has an average rating of “Moderate Buy” and a consensus price target of $174.77.

Key Headlines Impacting Morgan Stanley

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

• Positive Sentiment: Morgan Stanley is serving as the intermediary on Nordea’s ongoing multi-market buyback — a sign of fee-generating investment‑banking/markets activity and institutional relationships that support non‑interest revenue. Nordea Continues Multi-Market Share Buyback with Morgan Stanley as Intermediary
• Positive Sentiment: The firm’s research is visible: Morgan Stanley named Western Digital a 2026 Top Pick and continues to publish influential coverage across sectors — this helps drive trading flows and strengthens MS’s research franchise (supporting recurring client activity). Morgan Stanley Names Western Digital (WDC) a 2026 Top Pick Amid Cloud Capital Expenditure Boom
• Positive Sentiment: Market commentary and coverage (Zacks pieces calling MS a momentum/trending stock) may attract retail and quant flows into MS shares, supporting demand over short horizons. Morgan Stanley (MS) is a Great Momentum Stock: Should You Buy?
• Neutral Sentiment: Morgan Stanley executed a large bulk buy in India (Ramkrishna Forgings, ~Rs95 crore) — evidence of active trading/EM execution desk activity but not material to MS’s overall results. Ramkrishna Forgings bulk deal: Morgan Stanley buys shares worth Rs 95 crore
• Neutral Sentiment: MS research revised coverage on other names (example: reduced PayPal price target) — shows active, sometimes cautious, analyst positioning that can influence client trading but is not a direct earnings signal for MS itself. Morgan Stanley Reduces Price Target on PayPal Holdings (PYPL)
• Negative Sentiment: Broader market pressure from mega-cap technology and cyclical movers (NVDA, TSLA and others) has dragged large-cap indices and ETFs — that spillover often weighs on bank/financial stocks like MS as traders de‑risk positions into year‑end. VOO is down 0.4% today, on NVDA stock price movement

Morgan Stanley Profile

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.