One Wealth Advisors LLC Has $384,000 Stock Holdings in Morgan Stanley (NYSE:MS)

One Wealth Advisors LLC decreased its stake in Morgan Stanley (NYSE:MS) by 22.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,055 shares of the financial services provider’s stock after selling 877 shares during the period. One Wealth Advisors LLC’s holdings in Morgan Stanley were worth $384,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. DGS Capital Management LLC increased its stake in shares of Morgan Stanley by 1.8% in the fourth quarter. DGS Capital Management LLC now owns 4,408 shares of the financial services provider’s stock valued at $554,000 after buying an additional 77 shares during the period. Perfromance Wealth Partners LLC grew its stake in Morgan Stanley by 2.7% during the fourth quarter. Perfromance Wealth Partners LLC now owns 3,004 shares of the financial services provider’s stock worth $378,000 after purchasing an additional 78 shares during the period. Kennebec Savings Bank grew its stake in Morgan Stanley by 2.9% during the fourth quarter. Kennebec Savings Bank now owns 2,908 shares of the financial services provider’s stock worth $361,000 after purchasing an additional 81 shares during the period. Sivia Capital Partners LLC grew its stake in Morgan Stanley by 3.3% during the fourth quarter. Sivia Capital Partners LLC now owns 2,748 shares of the financial services provider’s stock worth $346,000 after purchasing an additional 87 shares during the period. Finally, Cardinal Point Capital Management ULC grew its stake in Morgan Stanley by 3.5% during the fourth quarter. Cardinal Point Capital Management ULC now owns 2,697 shares of the financial services provider’s stock worth $339,000 after purchasing an additional 90 shares during the period. Institutional investors and hedge funds own 84.19% of the company’s stock.

Insider Transactions at Morgan Stanley

In other news, insider Eric F. Grossman sold 13,097 shares of the business’s stock in a transaction dated 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 transaction, the insider now directly owns 197,444 shares in the company, valued at $26,891,872.80. The trade was a 6.22 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Raja Akram sold 17,500 shares of the business’s stock in a transaction dated Tuesday, January 21st. The shares were sold at an average price of $136.01, for a total value of $2,380,175.00. Following the completion of the transaction, the chief financial officer now owns 81,440 shares in the company, valued at $11,076,654.40. The trade was a 17.69 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.24% of the company’s stock.

Morgan Stanley Stock Down 0.8 %

MS stock opened at $137.26 on Tuesday. The firm has a market cap of $221.13 billion, a PE ratio of 17.29, a price-to-earnings-growth ratio of 1.22 and a beta of 1.36. The business has a 50 day moving average of $129.97 and a 200 day moving average of $116.20. Morgan Stanley has a twelve month low of $83.09 and a twelve month 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.

Morgan Stanley (NYSE:MS) last posted its earnings results on Thursday, January 16th. The financial services provider reported $2.22 EPS for the quarter, topping analysts’ consensus estimates of $1.54 by $0.68. The business had revenue of $16.23 billion during the quarter, compared to analyst estimates of $15.03 billion. Morgan Stanley had a return on equity of 14.39% and a net margin of 12.48%. The company’s quarterly revenue was up 25.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.13 EPS. On average, research analysts forecast that Morgan Stanley will post 8.52 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 14th. Stockholders of record on Friday, January 31st will be paid a $0.925 dividend. The ex-dividend date of this dividend is Friday, January 31st. This represents a $3.70 dividend on an annualized basis and a dividend yield of 2.70%. Morgan Stanley’s dividend payout ratio (DPR) is currently 46.60%.

Analyst Upgrades and Downgrades

Several research firms recently commented on MS. Royal Bank of Canada raised their target price on Morgan Stanley from $108.00 to $122.00 and gave the stock a “sector perform” rating in a research note on Thursday, October 17th. Evercore ISI raised their target price on Morgan Stanley from $140.00 to $150.00 and gave the stock an “outperform” rating in a research note on Friday, January 17th. HSBC cut Morgan Stanley from a “buy” rating to a “hold” rating and raised their price objective for the company from $128.00 to $131.00 in a research note on Tuesday, November 26th. JPMorgan Chase & Co. raised their price objective on Morgan Stanley from $104.00 to $108.00 and gave the company a “neutral” rating in a research note on Monday, January 13th. Finally, Hsbc Global Res cut Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 26th. Eleven equities research analysts have rated the stock with a hold rating and six have given a buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $131.27.

Morgan Stanley Company 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.