Coldstream Capital Management Inc. Has $12.13 Million Stake in Morgan Stanley $MS

Coldstream Capital Management Inc. decreased its holdings in shares of Morgan Stanley (NYSE:MS) by 5.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,306 shares of the financial services provider’s stock after selling 4,258 shares during the quarter. Coldstream Capital Management Inc.’s holdings in Morgan Stanley were worth $12,126,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Life Cycle Investment Partners Ltd acquired a new stake in shares of Morgan Stanley during the 4th quarter worth approximately $55,464,000. MQS Management LLC acquired a new stake in shares of Morgan Stanley during the 4th quarter worth approximately $349,000. New World Advisors LLC grew its position in shares of Morgan Stanley by 10.4% during the 4th quarter. New World Advisors LLC now owns 1,439 shares of the financial services provider’s stock worth $255,000 after buying an additional 135 shares during the period. Advisory Alpha LLC grew its position in shares of Morgan Stanley by 13.9% during the 4th quarter. Advisory Alpha LLC now owns 7,532 shares of the financial services provider’s stock worth $1,338,000 after buying an additional 920 shares during the period. Finally, Insight Inv LLC grew its position in shares of Morgan Stanley by 1.9% during the 4th quarter. Insight Inv LLC now owns 18,966 shares of the financial services provider’s stock worth $3,367,000 after buying an additional 347 shares during the period. Institutional investors and hedge funds own 84.19% of the company’s stock.

Morgan Stanley Stock Performance

Shares of MS stock opened at $201.18 on Friday. The company’s fifty day simple moving average is $179.08 and its 200-day simple moving average is $176.01. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52. The firm has a market cap of $317.32 billion, a PE ratio of 18.22, a P/E/G ratio of 1.51 and a beta of 1.22. Morgan Stanley has a 12 month low of $123.88 and a 12 month high of $203.09.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings data on Wednesday, April 15th. The financial services provider reported $3.43 EPS for the quarter, topping analysts’ consensus estimates of $3.02 by $0.41. The business had revenue of $20.58 billion for the quarter, compared to analyst estimates of $19.23 billion. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The firm’s revenue for the quarter was up 16.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.60 earnings per share. Equities research analysts expect that Morgan Stanley will post 11.85 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Thursday, April 30th were given a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Thursday, April 30th. Morgan Stanley’s payout ratio is currently 36.23%.

Morgan Stanley News Roundup

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

• Positive Sentiment: Seeking Alpha flagged that Morgan Stanley was upgraded to Buy after its strong first-quarter results, reinforcing the view that recent earnings momentum is still supporting the stock. Article Title
• Positive Sentiment: Recent coverage also noted that Morgan Stanley raised its price target on Take-Two Interactive (TTWO) ahead of the GTA VI release, underscoring continued active equity-research influence and a generally constructive tone from the bank’s analysts. Article Title
• Neutral Sentiment: Morgan Stanley’s own recent stock commentary said MS has delivered a strong one-year rally, with investors still debating valuation versus earnings power rather than reacting to any single new company-specific surprise. Article Title

Insider Transactions at Morgan Stanley

In other news, insider Daniel A. Simkowitz sold 14,690 shares of the business’s stock in a transaction on Friday, April 17th. The shares were sold at an average price of $189.24, for a total value of $2,779,935.60. Following the sale, the insider owned 365,802 shares of the company’s stock, valued at $69,224,370.48. The trade was a 3.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Andrew M. Saperstein sold 51,668 shares of the business’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $188.59, for a total transaction of $9,744,068.12. Following the completion of the sale, the insider directly owned 282,142 shares in the company, valued at approximately $53,209,159.78. This represents a 15.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 77,476 shares of company stock valued at $14,644,762 over the last 90 days. 0.17% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several brokerages have recently commented on MS. Argus lifted their price target on shares of Morgan Stanley from $210.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. HSBC boosted their price objective on shares of Morgan Stanley from $153.00 to $177.00 and gave the company a “hold” rating in a report on Friday, April 17th. Citizens Jmp restated a “market perform” rating on shares of Morgan Stanley in a report on Thursday, April 16th. Jefferies Financial Group cut shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Monday, March 9th. Finally, UBS Group boosted their price objective on shares of Morgan Stanley from $196.00 to $214.00 in a report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $205.95.

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.