Morgan Stanley $MS Shares Acquired by Coastline Trust Co

Coastline Trust Co lifted its stake in Morgan Stanley (NYSE:MS) by 26.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,766 shares of the financial services provider’s stock after purchasing an additional 4,280 shares during the quarter. Coastline Trust Co’s holdings in Morgan Stanley were worth $3,687,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in Morgan Stanley by 10.2% during the fourth quarter. Brighton Jones LLC now owns 12,782 shares of the financial services provider’s stock worth $1,607,000 after buying an additional 1,185 shares during the last quarter. Kingsview Wealth Management LLC increased its stake in shares of Morgan Stanley by 3.3% in the 2nd quarter. Kingsview Wealth Management LLC now owns 8,064 shares of the financial services provider’s stock worth $1,136,000 after acquiring an additional 260 shares during the last quarter. LSV Asset Management raised its holdings in shares of Morgan Stanley by 3.3% during the 2nd quarter. LSV Asset Management now owns 12,080 shares of the financial services provider’s stock worth $1,702,000 after acquiring an additional 384 shares during the period. Stonebrook Private Inc. purchased a new position in shares of Morgan Stanley during the 2nd quarter worth $232,000. Finally, Alteri Wealth LLC boosted its position in shares of Morgan Stanley by 3.8% during the 2nd quarter. Alteri Wealth LLC now owns 2,277 shares of the financial services provider’s stock valued at $321,000 after acquiring an additional 83 shares during the last quarter. Hedge funds and other institutional investors own 84.19% of the company’s stock.

Key Morgan Stanley News

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

• Positive Sentiment: Wealth management scale — Morgan Stanley’s wealth arm reported IRA assets under management topping $1 trillion, a milestone that supports recurring fee revenue and client stickiness for MS’s highest‑margin business. MS Wealth Management IRA AUM Crosses $1T
• Positive Sentiment: Crypto product pipeline — Morgan Stanley Investment Management has advanced an S‑1 for a spot Bitcoin ETF (ticker MSBT on NYSE Arca). If approved, the trust could generate new fee income and position MS competitively in digital‑asset product distribution. Morgan Stanley Bitcoin ETF Filing Advances
• Positive Sentiment: Research/trading momentum — Morgan Stanley’s research desk has been active, including bullish calls around AI/semiconductor names (e.g., Nvidia). Strong research and trading flow can support investment‑banking and markets revenues in volatile tape. Morgan Stanley Sounds the Bullish Drum on Nvidia
• Neutral Sentiment: Macro/update: Morgan Stanley revised its Fed timing — the firm now expects rate cuts later (September/December), which changes outlook for rates‑sensitive businesses but is a macro view rather than an immediate earnings shock. Morgan Stanley pushes back rate cuts to September and December
• Neutral Sentiment: Technical/positioning note — commentary that MS shows rising relative strength but remains shy of a key benchmark is informational for traders assessing momentum, not a company fundamental. Morgan Stanley shows rising relative strength
• Negative Sentiment: Private‑credit liquidity scare — Morgan Stanley limited redemptions from its North Haven Private Income Fund after a surge in withdrawal requests and flagged rising default risks tied to AI disruption in parts of private credit. That raises short‑term liquidity and reputational risk and could pressure earnings or require provisioning. Morgan Stanley Tests Private Credit Liquidity
• Negative Sentiment: Market‑risk warnings: Morgan Stanley flagged a possible 15%–20% downside for Asian equities if energy risks persist. Those calls reflect the firm’s risk views but also signal potential mark‑to‑market pressure across asset inventories and client portfolios. Morgan Stanley flags 15%–20% downside for Asia stocks

Insider Transactions at Morgan Stanley

In other Morgan Stanley news, insider Andrew M. Saperstein sold 30,330 shares of the business’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $183.62, for a total value of $5,569,194.60. Following the sale, the insider owned 280,481 shares of the company’s stock, valued at $51,501,921.22. The trade was a 9.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Eric F. Grossman sold 21,555 shares of the company’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $184.00, for a total value of $3,966,120.00. Following the transaction, the insider owned 171,005 shares in the company, valued at $31,464,920. This trade represents a 11.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 129,191 shares of company stock worth $23,736,506. 0.19% of the stock is owned by company insiders.

Morgan Stanley Stock Down 0.2%

Shares of NYSE:MS opened at $158.60 on Friday. The company has a market capitalization of $251.84 billion, a price-to-earnings ratio of 15.53, a PEG ratio of 1.28 and a beta of 1.20. Morgan Stanley has a 12-month low of $94.33 and a 12-month high of $192.68. The business has a 50-day moving average price of $173.86 and a 200 day moving average price of $168.35. The company has a current ratio of 0.81, a quick ratio of 0.81 and a debt-to-equity ratio of 3.39.

Morgan Stanley (NYSE:MS) last posted its earnings results on Thursday, January 15th. The financial services provider reported $2.68 EPS for the quarter, beating analysts’ consensus estimates of $2.28 by $0.40. The company had revenue of $17.90 billion for the quarter, compared to analysts’ expectations of $17.69 billion. Morgan Stanley had a net margin of 14.09% and a return on equity of 16.78%. Morgan Stanley’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.22 earnings per share. Sell-side analysts expect that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were issued a $1.00 dividend. This represents a $4.00 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Friday, January 30th. Morgan Stanley’s dividend payout ratio is currently 39.18%.

Analysts Set New Price Targets

A number of brokerages recently issued reports on MS. Wolfe Research reissued an “outperform” rating and issued a $211.00 price objective on shares of Morgan Stanley in a report on Wednesday, January 7th. Evercore downgraded shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 5th. JPMorgan Chase & Co. increased their price target on shares of Morgan Stanley from $173.00 to $179.00 and gave the company a “neutral” rating in a research note on Tuesday, March 10th. Royal Bank Of Canada restated a “sector perform” rating and set a $207.00 price target on shares of Morgan Stanley in a report on Friday, January 16th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Morgan Stanley in a research report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $187.14.

About Morgan Stanley

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.