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    Morgan Stanley

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    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. The company operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, as well as asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers various financial services and solutions covering brokerage and investment advisory services; financial and wealth planning services; stock plan administration services; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; and banking and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides various investment strategies and products comprising equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. The company was founded in 1924 and is headquartered in New York, New York.

    IPO Year:

    Exchange: NYSE

    Website: morganstanley.com

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    Recent Analyst Ratings for Morgan Stanley

    DatePrice TargetRatingAnalyst
    6/30/2026Perform → Underperform
    Oppenheimer
    4/27/2026Hold → Buy
    Erste Group
    4/27/2026Buy → Hold
    Erste Group
    4/7/2026$196.00Neutral → Buy
    UBS
    3/5/2026Buy → Hold
    Erste Group
    11/24/2025Peer Perform → Outperform
    Wolfe Research
    10/3/2025$180.00Outperform
    BMO Capital Markets
    7/9/2025$160.00Mkt Perform → Outperform
    Keefe Bruyette
    11/26/2024Buy → Hold
    HSBC Securities
    11/15/2024$142.00Underweight → Equal Weight
    Wells Fargo
    See more ratings

    Morgan Stanley Press Releases

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    Morgan Stanley Reports Second Quarter 2026 Earnings Results

    Morgan Stanley (NYSE:MS) today announced its second quarter 2026 financial results. The results are now available on the Firm’s Investor Relations website at www.morganstanley.com/about-us-ir/earnings-releases. The results will be filed on a Form 8-K with the Securities and Exchange Commission (SEC) on July 15, 2026, which will be available on the SEC’s website at www.sec.gov. A conference call to discuss the results will be held today at 8:30 a.m. (ET). The call will be available at www.morganstanley.com or by dialing 1-844-886-2200 (domestic) and 1-646-307-1096 (international); the passcode is 400700. Playback will be available via webcast on our website. Morgan Stanley is a leading g

    7/15/26 7:28:00 AM ET
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    Morgan Stanley Infrastructure Partners Enters Into Agreement to Acquire Majority Stake in Nicollin Environnement

    Morgan Stanley Investment Management (MSIM), through investment funds managed by Morgan Stanley Infrastructure Partners (MSIP), its private infrastructure investment platform, today announced it has entered into exclusivity and committed to complete the acquisition of a majority stake in Nicollin Environnement (Nicollin or the Company), a family-owned French environmental platform focused on waste collection and sorting, urban street cleaning and water-related solutions. The Nicollin family will remain invested alongside MSIP and will continue to support the Company’s next phase of growth. Founded in 1945 and led by the Nicollin family for more than three generations, the Company is one o

    7/10/26 3:05:00 AM ET
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    Morgan Stanley Expansion Capital Makes Growth Investment in Viken Detection

    Morgan Stanley Investment Management announced today that funds managed by Morgan Stanley Expansion Capital have made an investment in Viken Detection (Viken or the Company), a leading provider of advanced X-ray imaging and sensing technologies, to support continued growth and innovation. Headquartered in Burlington, Massachusetts, Viken develops innovative handheld X-ray imagers, vehicle scanning systems and material analysis solutions for border security, law enforcement, military, corrections and public safety organizations worldwide to improve threat detection, increase operational efficiency and enhance officer safety in a wide range of security environments. The Company’s portfolio

    7/8/26 9:00:00 AM ET
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    Morgan Stanley Infrastructure Partners Announces Investment in Greenlight Electricity Centre

    Morgan Stanley Investment Management (MSIM), through investment funds managed by Morgan Stanley Infrastructure Partners (MSIP), its private infrastructure investment platform, today announced an investment in Greenlight Electricity Centre, a 932-megawatt gas-fired combined cycle power generation project in Sturgeon County, Alberta. MSIP is investing alongside large-cap company, Pembina Pipeline Corporation (Pembina), and Kineticor Asset Management (Kineticor) to support the construction of the project. MSIP and Pembina will each hold a 47.5% ownership interest in Greenlight, with Kineticor holding the remaining 5%. The investment reflects MSIP’s continued thematic focus on developing and

    7/6/26 9:02:00 AM ET
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    KBRA Assigns Rating to Morgan Stanley Direct Lending Fund's $350 Million Senior Unsecured Notes

    KBRA assigns a rating of BBB to Morgan Stanley Direct Lending Fund's (NYSE:MSDL, the company", )) $350 million, 6.10% senior unsecured notes due July 15, 2031. The rating Outlook is Stable. Key Credit Considerations The rating and Outlook are supported by MSDL's strong ties to the ~$1.9 trillion assets under management and/or supervision of Morgan Stanley Asset Management. The company benefits from investment banking, global capital markets, investment management, and wealth management within the Morgan Stanley (NYSE:MS) ecosystem in addition to MS' robust sponsor and banking relationships. As part of the MS ecosystem, MSDL leverages the broad MS private credit platform ("MSPC"), which

    6/30/26 5:13:00 PM ET
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    Morgan Stanley Wealth Management Expands Access to Private Markets and Alternatives with PMAX - Balanced and PMAX - Growth Funds

    Morgan Stanley Wealth Management announced that it has expanded access to the Morgan Stanley Private Markets and Alternatives Fund ("PMAX") by registering it as PMAX - Balanced. This change removes the accredited investor requirement, lowers minimum investment amounts, and introduces daily subscriptions, making private market strategies accessible to a broader range of clients through a simplified, professionally managed investment vehicle. Morgan Stanley Wealth Management is also adding to its PMAX product suite with the launch of PMAX - Growth, a fund with a growth-focused allocation, and plans to introduce additional strategies with targeted investment objectives. Historically, acces

    6/26/26 9:00:00 AM ET
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    Morgan Stanley Announces a Dividend Increase of 15 Cents to $1.15 Per Share and the Reauthorization of a $20 Billion Multi-Year Common Equity Share Repurchase Program

    Morgan Stanley (NYSE:MS) announced that it will increase its quarterly common stock dividend to $1.15 per share from the current $1.00 per share, beginning with the common stock dividend expected to be declared by the Firm’s Board of Directors in the third quarter of 2026. In addition, the Firm’s Board of Directors reauthorized a multi-year common equity share repurchase program of up to $20 billion, without a set expiration date, beginning in the third quarter of 2026. The share repurchases will be exercised from time to time at prices the Firm deems appropriate, subject to various considerations, including current market conditions, the Firm’s capital position and future economic and ea

    6/24/26 4:30:00 PM ET
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    Morgan Stanley Real Estate Investing Acquires Metra Living from L&Q in Partnership with Ridgeback Group for £1.045 Billion

    Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), alongside Ridgeback Group (Ridgeback), announced today the acquisition of the Private Rented Sector (PRS) business of London & Quadrant Housing Trust (L&Q), which trades as Metra Living, for a total enterprise value of £1.045 billion. The transaction includes a portfolio of approximately 3,200 homes across Greater London, as well as its fully integrated operating platform, team and £300 million of external debt facilities. Established in 2015, Metra Living has developed into a scaled, institutionally managed PRS platform focused on delivering high-quality rental housin

    6/16/26 12:32:00 PM ET
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    Morgan Stanley Real Estate Investing Acquires Mission-Critical Defense Manufacturing Facility in Greater Boston

    Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), announced today the acquisition of a 300,000-square-foot mission-critical defense manufacturing facility located in Taunton, MA, approximately 40 miles south of Boston. The property is subject to a long-term absolute triple net lease with a leading defense contractor. Commenting on the transaction, Will Milam, Head of Morgan Stanley Real Estate Investing U.S., said: "This acquisition reflects MSREI's strategy of identifying institutional-quality net lease investments anchored by investment-grade tenants in mission-critical facilities. The specialized nature of the facili

    6/11/26 9:15:00 AM ET
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    Morgan Stanley Wealth Management and Galaxy Digital Announce Referral Capability for In-Kind Creation of Spot Crypto ETP Shares

    Morgan Stanley Wealth Management today announced a new referral arrangement with Galaxy Digital ("Galaxy") through which eligible clients can lend cryptocurrency to Galaxy and receive shares of exchange‑traded products ("ETPs") with exposure to spot crypto, including, but not limited to, the Morgan Stanley Bitcoin Trust (MSBT), offered by Morgan Stanley Investment Management. This model is designed for clients that want to lend crypto assets for repayment in traditional investment products in an efficient manner, enabling portfolio integration, including margin and lending capabilities, while reducing onboarding times and costs. "Morgan Stanley has been investing in the DeFi space for s

    6/5/26 8:30:00 AM ET
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    Morgan Stanley SEC Filings

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    SEC Form FWP filed by Morgan Stanley

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    7/20/26 4:20:26 PM ET
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    7/17/26 2:55:22 PM ET
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    SEC Form FWP filed by Morgan Stanley

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    7/17/26 12:38:59 PM ET
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    7/17/26 11:53:11 AM ET
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    7/16/26 1:10:38 PM ET
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    Morgan Stanley Analyst Ratings

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    Morgan Stanley downgraded by Oppenheimer

    Oppenheimer downgraded Morgan Stanley from Perform to Underperform

    6/30/26 8:28:29 AM ET
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    Morgan Stanley upgraded by Erste Group

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    4/27/26 9:46:23 AM ET
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    Morgan Stanley downgraded by Erste Group

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    Morgan Stanley upgraded by UBS with a new price target

    UBS upgraded Morgan Stanley from Neutral to Buy and set a new price target of $196.00

    4/7/26 8:36:03 AM ET
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    Morgan Stanley downgraded by Erste Group

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    3/5/26 8:27:52 AM ET
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    Morgan Stanley upgraded by Wolfe Research

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    11/24/25 8:37:41 AM ET
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    BMO Capital Markets initiated coverage on Morgan Stanley with a new price target

    BMO Capital Markets initiated coverage of Morgan Stanley with a rating of Outperform and set a new price target of $180.00

    10/3/25 8:42:32 AM ET
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    Morgan Stanley upgraded by Keefe Bruyette with a new price target

    Keefe Bruyette upgraded Morgan Stanley from Mkt Perform to Outperform and set a new price target of $160.00

    7/9/25 8:15:27 AM ET
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    Morgan Stanley downgraded by HSBC Securities

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    11/26/24 7:38:24 AM ET
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    Morgan Stanley upgraded by Wells Fargo with a new price target

    Wells Fargo upgraded Morgan Stanley from Underweight to Equal Weight and set a new price target of $142.00

    11/15/24 8:38:28 AM ET
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    Chief Financial Officer Yeshaya Sharon sold $3,460,921 worth of shares (15,554 units at $222.51), decreasing direct ownership by 4% to 136,810 units (SEC Form 4)

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    7/17/26 4:07:44 PM ET
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    Head Technology & Operations Pizzi Michael A. sold $5,208,825 worth of shares (24,165 units at $215.55), decreasing direct ownership by 17% to 121,770 units (SEC Form 4)

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    7/17/26 4:06:32 PM ET
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    Director Nally Dennis M was granted 1,655 shares, increasing direct ownership by 4% to 47,076 units (SEC Form 4)

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    6/2/26 5:06:53 PM ET
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    Director Wilkins Rayford Jr was granted 1,310 shares, increasing direct ownership by 2% to 78,269 units (SEC Form 4)

    4 - MORGAN STANLEY (0000895421) (Issuer)

    6/2/26 5:06:45 PM ET
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    Director Butler Megan was granted 1,310 shares and covered exercise/tax liability with 190 shares, increasing direct ownership by 24% to 5,829 units (SEC Form 4)

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    6/2/26 5:06:38 PM ET
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    Director Good Lynn J was granted 1,584 shares, increasing direct ownership by 83% to 3,501 units (SEC Form 4)

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    6/2/26 5:06:23 PM ET
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    Director James Erika H was granted 1,310 shares, increasing direct ownership by 11% to 13,253 units (SEC Form 4)

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    6/2/26 5:06:29 PM ET
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    Director Traquina Perry M was granted 1,679 shares, increasing direct ownership by 2% to 91,332 units (SEC Form 4)

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    6/2/26 5:06:14 PM ET
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    Director Peterson Douglas L. was granted 1,584 shares, increasing direct ownership by 16% to 11,672 units (SEC Form 4)

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    6/2/26 5:06:06 PM ET
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    Director Miscik Judith A was granted 1,310 shares, increasing direct ownership by 2% to 66,494 units (SEC Form 4)

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    Morgan Stanley Leadership Updates

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    Morgan Stanley Investment Management Enters Digital Investments Universe With Launch of Morgan Stanley Bitcoin Trust

    Morgan Stanley Investment Management (MSIM) announced today the launch of Morgan Stanley Bitcoin Trust (NYSE:MSBT), an exchange-traded product (ETP) that seeks to track the performance of bitcoin. MSIM is the first U.S. bank-affiliated asset manager to offer a cryptocurrency ETP, and reflects a continued, firmwide focus by Morgan Stanley to develop digital asset solutions designed to meet evolving client demand. "We are proud to introduce MSBT to the marketplace and believe this new ETP aligns with long-term trends in financial innovation and serves to strengthen the range of investments we provide investors," said Ben Huneke, Head of Morgan Stanley Investment Management. "MSBT is an ex

    4/8/26 8:25:00 AM ET
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    Morgan Stanley Appoints 184 New Managing Directors

    Morgan Stanley (NYSE:MS) has announced the appointment of 184 Managing Directors. The new Managing Directors are: Sahil Aggarwal Jason B. Lynch Meg Angeles-Dayrit Jon Mace Lauren Ares Paul Madenjian Sara Banelli Dave Magoloff Arjun Bathla Anthony Maiorano Michael Beilstein Steven Markarian Aditya Bhatla Paolo Mattiello Carolee Boles Lyndal May Gilbert Borrmann Kelly McCarthy William Boyle Cameron McCarthy Eric Bradbury Eric McConnell Lucy Callaghan Michael McGillen Gerard Campbell James McNichol Alessandro C

    1/9/26 9:00:00 AM ET
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    Morgan Stanley to Acquire Leading Private Shares Platform EquityZen

    Strengthens Morgan Stanley's leadership position in private markets by enabling clients to better access and trade shares in private market companies Establishes an issuer-aligned model that combines deep expertise in cap table management with a scaled private shares marketplace Supports Morgan Stanley's efforts to deepen relationships with private market companies across the Integrated Firm Morgan Stanley today announced it has entered into an agreement to acquire leading private shares platform, EquityZen. The acquisition enhances Morgan Stanley's distinctive private markets ecosystem that provides a full suite of services to private companies and their shareholders, including c

    10/29/25 9:00:00 AM ET
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    Morgan Stanley Appoints 173 New Managing Directors

    Morgan Stanley has announced the appointment of 173 Managing Directors. The new Managing Directors are: Andrea Alberti Jon LeBoutillier Andrew Arena Ben L. Lee Emma Atkins Dick Lee Mona Benisi Jason Lees Maria Berezhkova Benjamin Liberos Alison Bilger Uri Lichtenfeld Priya Bindra Daniel J. Lingeza Nathan Bishop Fan Liu Peter Boehm Sarah Lloyd-Johns Dan Bray Elly Lukenskaite Katalin Broz Mayank Maheshwari Shinya Bukawa Richard Mancusi Edward Bury Koren Maranca Ryuk Byun Lesley A. Matthews James Carroll Helen Mbugua-Kahuki Matt Cashia Mandy McClung Kendal Cehanowicz Felipe M

    1/10/25 9:00:00 AM ET
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    Morgan Stanley Investment Management's 1GT Participates in €115 Million Investment in XOCEAN

    Funding to help accelerate growth of its ocean data services platform Morgan Stanley Investment Management (MSIM) announced today that the 1GT private climate equity strategy (1GT) participated in a €115 million fundraise for XOCEAN (company), a leading provider of ocean data to the offshore energy and civil hydrography sectors. 1GT participated in an investor consortium that includes S2G Ventures (S2G), Climate Investment (CI), and Crown Family's CC Industries (CCI). The investor consortium brings fit-for-purpose capital, diverse operational experience across the offshore value chain, and the strategic connectivity to accelerate the growth of XOCEAN's platform to meet the rapidly growi

    1/9/25 2:32:00 PM ET
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    Morgan Stanley Expansion Capital acquires stake in global payments fintech Sokin

    Strategic investment is expected to accelerate Sokin's product growth plans and further global expansion Additional investors include Gary Marino, former CCO at PayPal who will join the Board, Mark Britto, former CPO at PayPal, and Aurum Partners, the investment fund affiliated with the owners of the San Francisco 49ers and other strategic LPs Existing investors include Rio Ferdinand, former England and Manchester United defender Investment funds managed by Morgan Stanley Expansion Capital have acquired a stake in UK headquartered payments business Sokin, marking an exciting new chapter for the fast-expanding fintech firm. The acquisition will provide significant capital and accel

    7/24/24 8:00:00 AM ET
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    RESAAS Appoints Industry Titan James Huang as Managing Director of Commercial Real Estate

    VANCOUVER, BC, June 4, 2024 /CNW/ - RESAAS Services Inc. ("RESAAS") (TSXV:RSS) (OTCQB:RSASF), a leading provider of technology solutions for the real estate industry, today announced the appointment of James Huang to the role of Managing Director of Commercial Real Estate at RESAAS. Mr. Huang previously served as President of eXp Commercial, where, since 2020, he started and grew their Commercial division. Prior to eXp Commercial, Mr. Huang was President of Sperry Commercial Global Affiliates, where he led the company's expansion across more than 20 states and into multiple co

    6/4/24 8:30:00 AM ET
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    Morgan Stanley Strengthens Alliance for Children's Mental Health with New Funding and Members

    New funding brings Morgan Stanley's total commitment to $50 million since the launch of its Alliance for Children's Mental Health in 2020 The American Academy of Pediatrics and Sesame Workshop join Alliance to help expand programming to early childhood care and workforce development Morgan Stanley today announced a $20 million commitment over the next five years to its Alliance for Children's Mental Health ("Alliance"), bringing the initiative's total funding to $50 million since its launch in 2020. The Alliance will strengthen its work delivering programming and research, advancing transformative solutions through the Innovation Awards, and driving more impact for kids of all ages.

    4/11/24 9:00:00 AM ET
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    Investor Group Announces Slate of Highly Qualified, Independent Director Candidates and Proposed Management Team for Norfolk Southern Corporation

    Introduces Eight-Member Slate with Deep Experience in Governance, Finance, Legislative and Regulatory Affairs, Strategic Transformations, Transportation and the Railroad Sector Proposes Jim Barber, a Proven Transportation Network Leader and Former Executive at UPS, as CEO and Jamie Boychuk, a Career Railroader and Former Executive at CSX, as COO Introduces "Network of the Future" Strategy Offering Path to Significant Value Creation Releases Presentation Entitled "The Case for Leadership, Safety and Strategy Changes at Norfolk Southern" That is Downloadable at www.MoveNSCForward.com Ohio-based Ancora Holdings Group, LLC, its affiliates and the other participants in its solicitation (

    2/20/24 8:35:00 AM ET
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    SolMicroGrid Announces Appointment of Kirk Edelman as Chief Executive Officer

    SolMicroGrid, an Energy-as-a-Service microgrid company focused on commercial and industrial ("C&I") end markets, announced today the appointment of Kirk Edelman as Chief Executive Officer, effective immediately. Kirk joins SolMicroGrid following recent senior executive roles at Safari Energy, a solar-focused renewables developer focused on C&I end markets, and Verdagy, a green hydrogen company. SolMicroGrid continues to be backed by Morgan Stanley Energy Partners, part of Morgan Stanley Investment Management. John Moon, Head of Morgan Stanley Energy Partners, said, "We are delighted to be partnering with Kirk Edelman as the next CEO of SolMicroGrid. He brings years of senior executive exp

    1/17/24 9:00:00 AM ET
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    Morgan Stanley Large Ownership Changes

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    SEC Form SC 13G filed by Morgan Stanley

    SC 13G - MORGAN STANLEY (0000895421) (Filed by)

    11/8/24 4:15:51 PM ET
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    Amendment: SEC Form SC 13G/A filed by Morgan Stanley

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    11/8/24 3:57:21 PM ET
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    SEC Form SC 13G filed by Morgan Stanley

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    SEC Form SC 13G filed by Morgan Stanley

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    11/8/24 3:23:27 PM ET
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    Amendment: SEC Form SC 13G/A filed by Morgan Stanley

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    11/8/24 3:10:28 PM ET
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    Amendment: SEC Form SC 13G/A filed by Morgan Stanley

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    Amendment: SEC Form SC 13G/A filed by Morgan Stanley

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    Amendment: SEC Form SC 13G/A filed by Morgan Stanley

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    SEC Form SC 13G filed by Morgan Stanley

    SC 13G - MORGAN STANLEY (0000895421) (Filed by)

    11/7/24 5:16:26 PM ET
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    Amendment: SEC Form SC 13G/A filed by Morgan Stanley

    SC 13G/A - MORGAN STANLEY (0000895421) (Filed by)

    11/7/24 5:06:42 PM ET
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    Morgan Stanley Financials

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    Morgan Stanley Reports Second Quarter 2026 Earnings Results

    Morgan Stanley (NYSE:MS) today announced its second quarter 2026 financial results. The results are now available on the Firm’s Investor Relations website at www.morganstanley.com/about-us-ir/earnings-releases. The results will be filed on a Form 8-K with the Securities and Exchange Commission (SEC) on July 15, 2026, which will be available on the SEC’s website at www.sec.gov. A conference call to discuss the results will be held today at 8:30 a.m. (ET). The call will be available at www.morganstanley.com or by dialing 1-844-886-2200 (domestic) and 1-646-307-1096 (international); the passcode is 400700. Playback will be available via webcast on our website. Morgan Stanley is a leading g

    7/15/26 7:28:00 AM ET
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    Morgan Stanley Announces a Dividend Increase of 15 Cents to $1.15 Per Share and the Reauthorization of a $20 Billion Multi-Year Common Equity Share Repurchase Program

    Morgan Stanley (NYSE:MS) announced that it will increase its quarterly common stock dividend to $1.15 per share from the current $1.00 per share, beginning with the common stock dividend expected to be declared by the Firm’s Board of Directors in the third quarter of 2026. In addition, the Firm’s Board of Directors reauthorized a multi-year common equity share repurchase program of up to $20 billion, without a set expiration date, beginning in the third quarter of 2026. The share repurchases will be exercised from time to time at prices the Firm deems appropriate, subject to various considerations, including current market conditions, the Firm’s capital position and future economic and ea

    6/24/26 4:30:00 PM ET
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    Morgan Stanley Real Estate Investing Acquires Metra Living from L&Q in Partnership with Ridgeback Group for £1.045 Billion

    Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), alongside Ridgeback Group (Ridgeback), announced today the acquisition of the Private Rented Sector (PRS) business of London & Quadrant Housing Trust (L&Q), which trades as Metra Living, for a total enterprise value of £1.045 billion. The transaction includes a portfolio of approximately 3,200 homes across Greater London, as well as its fully integrated operating platform, team and £300 million of external debt facilities. Established in 2015, Metra Living has developed into a scaled, institutionally managed PRS platform focused on delivering high-quality rental housin

    6/16/26 12:32:00 PM ET
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    Morgan Stanley Real Estate Investing Acquires Mission-Critical Defense Manufacturing Facility in Greater Boston

    Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), announced today the acquisition of a 300,000-square-foot mission-critical defense manufacturing facility located in Taunton, MA, approximately 40 miles south of Boston. The property is subject to a long-term absolute triple net lease with a leading defense contractor. Commenting on the transaction, Will Milam, Head of Morgan Stanley Real Estate Investing U.S., said: "This acquisition reflects MSREI's strategy of identifying institutional-quality net lease investments anchored by investment-grade tenants in mission-critical facilities. The specialized nature of the facili

    6/11/26 9:15:00 AM ET
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    Eaton Vance Limited Duration Income Fund, Eaton Vance Senior Floating-Rate Trust, and Eaton Vance Senior Income Trust Announce Final Results of Auction Preferred Shares Tender Offers

    Eaton Vance Limited Duration Income Fund (NYSE:EVV), Eaton Vance Senior Floating-Rate Trust (NYSE:EFR), and Eaton Vance Senior Income Trust (NYSE:EVF) (each a "Fund," and together, the "Funds") announced the final results of their respective voluntary tender offers (each, a "Tender Offer" and together, the "Tender Offers") for up to 100% of such Fund's outstanding auction preferred shares ("APS") at a price per share equal to 98% of the APS liquidation preference of $25,000 per share (or $24,500 per share), plus any unpaid APS dividends accrued through the expiration date of the Tender Offer. The Tender Offers expired at 5:00 p.m. New York City Time on May 29, 2026. The table below shows

    6/1/26 4:05:00 PM ET
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    Morgan Stanley Declares Dividends on Its Preferred Stock

    Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues: Floating Rate Non-Cumulative Preferred Stock, Series A - $292.89 per share (equivalent to $0.292888 per Depositary Share) 10 Percent Non-Cumulative Non-Voting Perpetual Preferred Stock, Series C - $25.00 per share Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series E - $450.26 per share (equivalent to $0.450260 per Depositary Share) Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series F - $434.46 per share (equivalent to $0.434462 per Depositary Share) Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series I - $402.86 pe

    5/15/26 4:30:00 PM ET
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    Eaton Vance Limited Duration Income Fund, Eaton Vance Senior Floating-Rate Trust, and Eaton Vance Senior Income Trust Announce Tender Offers for Outstanding Auction Preferred Shares

    Eaton Vance Limited Duration Income Fund (NYSE:EVV), Eaton Vance Senior Floating-Rate Trust (NYSE:EFR), and Eaton Vance Senior Income Trust (NYSE:EVF) (each a "Fund," and together, the "Funds") announced that each Fund today commenced a voluntary tender offer (each, a "Tender Offer" and together, the "Tender Offers") for up to 100% of its outstanding auction preferred shares ("APS") at a price per share equal to 98% of the APS liquidation preference of $25,000 per share (or $24,500 per share), plus any unpaid APS dividends accrued through the expiration date of the Tender Offer. Each Fund's Tender Offer will expire at 5:00 P.M., New York City Time, on May 29, 2026, unless otherwise extended

    4/30/26 4:05:00 PM ET
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    Eaton Vance Limited Duration Income Fund, Eaton Vance Senior Floating-Rate Trust, and Eaton Vance Senior Income Trust Announce Tender Offers for Outstanding Auction Preferred Shares

    Eaton Vance Limited Duration Income Fund (NYSE:EVV), Eaton Vance Senior Floating-Rate Trust (NYSE:EFR), and Eaton Vance Senior Income Trust (NYSE:EVF) (each a "Fund," and together, the "Funds") announced that the Board of Trustees of each Fund has authorized each Fund to conduct a voluntary tender offer for up to 100% of its outstanding auction preferred shares ("APS") at a price per share equal to 98% of the APS liquidation preference of $25,000 per share (or $24,500 per share), plus any unpaid APS dividends accrued through the expiration date of the tender offer. Each Fund's tender offer is expected to commence on or about April 30, 2026 and terminate on or about May 29, 2026, unless exte

    4/17/26 4:00:00 PM ET
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    Morgan Stanley Reports First Quarter 2026 Earnings Results

    Morgan Stanley (NYSE:MS) today announced its first quarter 2026 financial results. The results are now available on the Firm's Investor Relations website at www.morganstanley.com/about-us-ir/earnings-releases. The results will be filed on a Form 8-K with the Securities and Exchange Commission (SEC) on April 15, 2026, which will be available on the SEC's website at www.sec.gov. A conference call to discuss the results will be held today at 9:30 a.m. (ET). The call will be available at www.morganstanley.com or by dialing 1-844-886-2200 (domestic) and 1-646-307-1096 (international); the passcode is 400700. Playback will be available via webcast on our website. Morgan Stanley is a leading g

    4/15/26 7:29:00 AM ET
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    Morgan Stanley Investment Management Launches Eaton Vance Preferred Securities and Income ETF

    Morgan Stanley Investment Management (MSIM) announced today the launch of Eaton Vance Preferred Securities and Income ETF (NASDAQ:EVPF), an actively managed ETF that seeks total return and to provide current income and may invest in preferred securities and other income-producing securities. EVPF is the 12th actively managed fixed income ETF and the 19th ETF strategy brought to market since the launch of the MSIM ETF platform in 2023. "Our ETF platform continues to grow; EVPF delivers investors a unique, actively managed fixed income strategy that expands the range of investment options available," said Ally Wallace, Global Head of Capital Markets and ETF Strategy, Morgan Stanley Investme

    3/5/26 9:25:00 AM ET
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