ORG Partners LLC Decreases Stock Holdings in Morgan Stanley (NYSE:MS)

ORG Partners LLC lessened its stake in Morgan Stanley (NYSE:MS) by 29.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 344 shares of the financial services provider’s stock after selling 143 shares during the quarter. ORG Partners LLC’s holdings in Morgan Stanley were worth $32,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. CGC Financial Services LLC increased its position in Morgan Stanley by 5,200.0% during the 4th quarter. CGC Financial Services LLC now owns 265 shares of the financial services provider’s stock valued at $25,000 after buying an additional 260 shares in the last quarter. RVW Wealth LLC acquired a new stake in shares of Morgan Stanley during the third quarter worth $27,000. Glass Jacobson Investment Advisors llc grew its holdings in shares of Morgan Stanley by 77.3% during the third quarter. Glass Jacobson Investment Advisors llc now owns 328 shares of the financial services provider’s stock valued at $27,000 after buying an additional 143 shares during the last quarter. DHJJ Financial Advisors Ltd. acquired a new position in shares of Morgan Stanley in the 3rd quarter valued at $28,000. Finally, Janiczek Wealth Management LLC lifted its position in Morgan Stanley by 810.8% during the 3rd quarter. Janiczek Wealth Management LLC now owns 337 shares of the financial services provider’s stock worth $28,000 after acquiring an additional 300 shares during the period. 84.19% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Morgan Stanley

In other Morgan Stanley news, CFO Raja Akram sold 7,000 shares of the firm’s stock in a transaction on Thursday, January 18th. The stock was sold at an average price of $83.56, for a total value of $584,920.00. Following the transaction, the chief financial officer now owns 97,634 shares in the company, valued at approximately $8,158,297.04. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In other news, Chairman James P. Gorman sold 100,000 shares of the company’s stock in a transaction that occurred on Monday, February 12th. The stock was sold at an average price of $87.30, for a total value of $8,730,000.00. Following the completion of the sale, the chairman now directly owns 350,000 shares in the company, valued at $30,555,000. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Raja Akram sold 7,000 shares of Morgan Stanley stock in a transaction that occurred on Thursday, January 18th. The stock was sold at an average price of $83.56, for a total value of $584,920.00. Following the transaction, the chief financial officer now owns 97,634 shares in the company, valued at approximately $8,158,297.04. The disclosure for this sale can be found here. Insiders sold 208,155 shares of company stock valued at $18,149,314 over the last quarter. 0.24% of the stock is currently owned by insiders.

Morgan Stanley Trading Up 2.5 %

Shares of NYSE:MS opened at $89.13 on Wednesday. The business’s 50 day moving average price is $88.65 and its 200-day moving average price is $84.78. Morgan Stanley has a 1 year low of $69.42 and a 1 year high of $95.57. The firm has a market capitalization of $144.97 billion, a price-to-earnings ratio of 17.24, a price-to-earnings-growth ratio of 1.74 and a beta of 1.43. The company has a debt-to-equity ratio of 2.89, a current ratio of 0.75 and a quick ratio of 0.75.

Morgan Stanley (NYSE:MS) last announced its earnings results on Tuesday, April 16th. The financial services provider reported $2.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.72 by $0.30. The business had revenue of $15.14 billion for the quarter, compared to analyst estimates of $14.42 billion. Morgan Stanley had a net margin of 9.49% and a return on equity of 10.36%. The company’s revenue for the quarter was up 4.3% compared to the same quarter last year. During the same quarter last year, the business earned $1.70 earnings per share. On average, equities research analysts forecast that Morgan Stanley will post 6.36 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Bank of America increased their price objective on Morgan Stanley from $95.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, January 4th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $87.00 price objective (down from $94.00) on shares of Morgan Stanley in a report on Wednesday, January 17th. Evercore ISI increased their price objective on shares of Morgan Stanley from $97.00 to $102.00 and gave the stock an “outperform” rating in a research note on Thursday, April 4th. Barclays boosted their target price on shares of Morgan Stanley from $102.00 to $116.00 and gave the company an “overweight” rating in a research report on Tuesday, January 2nd. Finally, Cfra increased their price target on Morgan Stanley from $97.00 to $108.00 and gave the stock a “buy” rating in a research report on Tuesday. Thirteen analysts have rated the stock with a hold rating and seven have issued a buy rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $95.66.

Morgan Stanley 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.