Lion Street Advisors LLC Has $339,000 Holdings in Morgan Stanley (NYSE:MS)

Lion Street Advisors LLC decreased its position in Morgan Stanley (NYSE:MS) by 4.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,693 shares of the financial services provider’s stock after selling 137 shares during the period. Lion Street Advisors LLC’s holdings in Morgan Stanley were worth $339,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of MS. Peoples Bank KS acquired a new position in shares of Morgan Stanley in the 4th quarter valued at about $25,000. Northwest Investment Counselors LLC acquired a new position in Morgan Stanley in the third quarter valued at approximately $26,000. Rakuten Securities Inc. boosted its holdings in shares of Morgan Stanley by 138.1% during the 3rd quarter. Rakuten Securities Inc. now owns 300 shares of the financial services provider’s stock worth $31,000 after buying an additional 174 shares in the last quarter. Heck Capital Advisors LLC acquired a new stake in shares of Morgan Stanley during the 4th quarter worth approximately $43,000. Finally, Capital Performance Advisors LLP acquired a new stake in shares of Morgan Stanley during the 3rd quarter worth approximately $36,000. Institutional investors own 84.19% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Raja Akram sold 17,500 shares of Morgan Stanley stock in a transaction that occurred on 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 sale, the chief financial officer now owns 81,440 shares of the company’s stock, valued at approximately $11,076,654.40. The trade was a 17.69 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Eric F. Grossman sold 13,097 shares of the stock in a transaction on Tuesday, January 21st. The shares were 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 of the company’s stock, valued at approximately $26,891,872.80. This trade represents a 6.22 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.24% of the company’s stock.

Morgan Stanley Stock Performance

Shares of MS stock opened at $138.97 on Thursday. The company has a debt-to-equity ratio of 3.14, a current ratio of 0.80 and a quick ratio of 0.80. The firm has a 50-day moving average of $130.16 and a 200-day moving average of $116.67. Morgan Stanley has a one year low of $83.09 and a one year high of $141.48. The company has a market cap of $223.89 billion, a P/E ratio of 17.50, a P/E/G ratio of 1.22 and a beta of 1.37.

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

Morgan Stanley Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 14th. Investors of record on Friday, January 31st will be issued a dividend of $0.925 per share. The ex-dividend date is Friday, January 31st. This represents a $3.70 dividend on an annualized basis and a yield of 2.66%. Morgan Stanley’s dividend payout ratio (DPR) is currently 46.60%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on MS. Royal Bank of Canada increased their target price on shares of Morgan Stanley from $108.00 to $122.00 and gave the stock a “sector perform” rating in a research note on Thursday, October 17th. Wells Fargo & Company raised shares of Morgan Stanley from an “underweight” rating to an “equal weight” rating and increased their price objective for the stock from $107.00 to $142.00 in a research report on Friday, November 15th. Hsbc Global Res lowered Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 26th. Bank of America increased their price target on Morgan Stanley from $146.00 to $153.00 and gave the stock a “buy” rating in a report on Friday, January 17th. Finally, Citigroup boosted their price objective on Morgan Stanley from $105.00 to $135.00 and gave the company a “neutral” rating in a report on Monday, November 25th. Eleven analysts have rated the stock with a hold rating and six have assigned a buy rating to the company’s stock. According to MarketBeat, Morgan Stanley presently has an average rating of “Hold” and an average 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.