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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

    Peers

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    Recent Analyst Ratings for Morgan Stanley

    DatePrice TargetRatingAnalyst
    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
    10/4/2024$118.00Hold → Buy
    HSBC Securities
    See more ratings

    Morgan Stanley Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

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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)

    4 - MORGAN STANLEY (0000895421) (Issuer)

    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)

    4 - MORGAN STANLEY (0000895421) (Issuer)

    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)

    4 - MORGAN STANLEY (0000895421) (Issuer)

    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)

    4 - MORGAN STANLEY (0000895421) (Issuer)

    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)

    4 - MORGAN STANLEY (0000895421) (Issuer)

    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)

    4 - MORGAN STANLEY (0000895421) (Issuer)

    6/2/26 5:06:06 PM ET
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    Director Leibowitz Shelley B was granted 1,310 shares, increasing direct ownership by 3% to 48,370 units (SEC Form 4)

    4 - MORGAN STANLEY (0000895421) (Issuer)

    6/2/26 5:05:43 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)

    4 - MORGAN STANLEY (0000895421) (Issuer)

    6/2/26 5:05:58 PM ET
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    Director Herz Robert H was granted 1,310 shares, increasing direct ownership by 1% to 102,563 units (SEC Form 4)

    4 - MORGAN STANLEY (0000895421) (Issuer)

    6/2/26 5:05:50 PM ET
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    Morgan Stanley Press Releases

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    Morgan Stanley Expansion Capital Leads $33 Million Growth Financing For Subtle Medical

    Morgan Stanley Investment Management announced today that funds managed by Morgan Stanley Expansion Capital have led a $33 million growth financing for Subtle Medical (the Company), a medical imaging software company using artificial intelligence to improve imaging workflow efficiency and image quality across MRI, PET and CT. The financing included participation from Shinhan Venture Investment and existing investors Fusion Fund, EnvisionX, BRV, and Samsung Ventures, bringing Subtle Medical's total capital raised to $86 million. Based in Menlo Park, CA, Subtle Medical develops vendor-neutral software designed to operate across existing imaging equipment, regardless of manufacturer. Its sol

    6/2/26 8:15:00 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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    Ted Pick to Speak at the Annual Morgan Stanley U.S. Financials Conference

    Ted Pick, Chairman and Chief Executive Officer of Morgan Stanley, will speak at the Annual Morgan Stanley U.S. Financials Conference on June 9, 2026, at 12:05 p.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE:MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley

    5/27/26 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 Upcoming Expiration of Auction Preferred Shares Tender Offers

    As previously disclosed, each of 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") commenced a voluntary tender offer (each, a "Tender Offer" and together, the "Tender Offers") for up to 100% of such Fund's outstanding auction preferred shares ("APS") on April 30, 2026. The Tender Offers are intended to expire at 5:00 p.m. New York City Time on May 29, 2026. For all questions relating to the Tender Offers, please call the information agent, EQ Fund Solutions, LLC, toll free at (877) 732-3614. Holders of the APS may also contact their broker, deale

    5/26/26 4:05:00 PM ET
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    Amid AI Disruption and Retention Risk Concerns, Financial Benefits Drive Employee Engagement, Morgan Stanley Survey Finds

    With retention rising as a top strategic priority for employers, employees seek more financial guidance amid ongoing economic pressures. Equity compensation remains a key driver of employee motivation and satisfaction. Morgan Stanley at Work today issued new data from its sixth annual State of the Workplace Financial Benefits Study. The research reveals workplace financial benefits are a powerful driver of employee satisfaction, engagement and retention, especially as a tighter job market, AI disruption and rising costs influence expectations for employer support. Financial stress remains a persistent challenge, fueling demand for practical planning guidance and help in maximizing

    5/18/26 10:00:00 AM 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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    Morgan Stanley Sustainable Signals: Companies Continue Executing Sustainability Strategies But Progress Has Slowed, According to New Survey

    Over 90% of corporate decision-makers continue to advance sustainability strategies, yet fewer believe they are meeting or exceeding expectations Majority of respondents see sustainability as both a value creation and risk management exercise for their company Macroeconomic uncertainty and regulatory compliance rise significantly as factors compared to previous years 78% anticipate negative operational impacts from physical climate risks in next five years, up 10% from 2025 Globally, over 90% of sustainability leaders say their companies continue to execute on their sustainability strategies yet fewer believe they are meeting or exceeding expectations than in 2025, according to

    5/11/26 10:13:00 AM ET
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    Morgan Stanley Survey Finds Founders Managing More Complex Tradeoffs for Growth, Capital and Liquidity

    New research highlights how capital decisions, liquidity planning and trusted networks are reshaping the founder journey amid a complex market Morgan Stanley today released a survey examining how founders of private companies are navigating growth, capital raising and the path to liquidity in a market where building and scaling a business increasingly requires managing multiple, overlapping decisions at once. A survey of 150 founders at Series A and later-stage private companies in the U.S. and Canada indicated that the founder journey is becoming more operationally complex. While revenue growth remains the top priority, founders are simultaneously managing fundraising, liquidity planni

    5/7/26 4:00:00 PM ET
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    Morgan Stanley Alliance for Children's Mental Health Announces 2026 Innovation Award Winners, Including Inaugural Next Gen Leaders

    Morgan Stanley (NYSE:MS) today announced the 2026 winners of its Alliance for Children's Mental Health (the "Alliance") Innovation Awards, an initiative that funds and accelerates transformative solutions across the U.S to build a stronger mental health ecosystem for youth. Seven nonprofits—The Defensive Line, Lay Mental Health Advocates, Letters to Strangers, NoSo Connection Collective, Only7Seconds, Project:Camp and Project Sanctuary—were chosen for their cutting-edge solutions to the youth mental health crisis and their strategies for greater impact. Three of these winners fall into the new Next Gen category, aimed at expanding the mental health talent pipeline by supporting organizati

    5/7/26 9:00:00 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 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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    Morgan Stanley Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

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    Morgan Stanley upgraded by Erste Group

    Erste Group upgraded Morgan Stanley from Hold to Buy

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

    Erste Group downgraded Morgan Stanley from Buy to Hold

    4/27/26 9:45:12 AM ET
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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

    Erste Group downgraded Morgan Stanley from Buy to Hold

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

    Wolfe Research upgraded Morgan Stanley from Peer Perform to Outperform

    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

    HSBC Securities downgraded Morgan Stanley from Buy to Hold

    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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    Morgan Stanley upgraded by HSBC Securities with a new price target

    HSBC Securities upgraded Morgan Stanley from Hold to Buy and set a new price target of $118.00

    10/4/24 7:44:51 AM ET
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    Morgan Stanley SEC Filings

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    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    6/3/26 4:54:19 PM ET
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    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    6/3/26 11:45:26 AM ET
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    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    6/2/26 5:05:54 PM ET
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    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    6/2/26 3:27:06 PM ET
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    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    6/2/26 3:25:31 PM ET
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    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    6/1/26 5:30:31 PM ET
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    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    6/1/26 5:30:29 PM ET
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    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    6/1/26 5:29:45 PM ET
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    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    6/1/26 5:29:23 PM ET
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    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    6/1/26 5:28:57 PM ET
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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
    $ATKR
    $CHRW
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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

    This live feed shows all institutional transactions in real time.

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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

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

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

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

    11/8/24 3:39:51 PM ET
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    SEC Form SC 13G filed by Morgan Stanley

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

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

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

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

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

    11/8/24 2:42:24 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 5:28:04 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 5:20:30 PM ET
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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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    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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    Morgan Stanley Capital Partners Acquires Security 101

    Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market private equity buyout team within Morgan Stanley Investment Management, announced today the acquisition of Security 101, a leading provider of commercial security integration services. Headquartered in West Palm Beach, Florida, Security 101 provides mission-critical security integration services for organizations spanning a diverse customer base including healthcare, education, government, manufacturing, finance, data centers, and other end markets. The company specializes in end-to-end security solutions, including access control systems, video surveillance and intrusion detection systems, enabling cust

    2/24/26 9:03:00 AM ET
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    Morgan Stanley Schedules Fourth Quarter and Full-Year 2026 Investor Conference Call

    Morgan Stanley (NYSE:MS) will announce its fourth quarter and full-year 2026 financial results on Thursday, January 14, 2027, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on January 14, 2027, at 9:30 a.m. (ET). The call will be available at www.morganstanley.com and playback will be available via webcast on our website. Dial-in information will be provided at a later date. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governm

    2/19/26 4:30:00 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 - $289.61 per share (equivalent to $0.289613 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 - $445.31 per share (equivalent to $0.445313 per Depositary Share) Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series F - $429.69 per share (equivalent to $0.429688 per Depositary Share) Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series I - $398.44 per sh

    2/13/26 4:30:00 PM ET
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    Morgan Stanley Closes Acquisition of EquityZen

    Morgan Stanley today announced that it has completed the acquisition of leading private shares platform EquityZen. "Integrating EquityZen's industry-leading technology into our private market ecosystem enhances our ability to seamlessly connect supply and demand at scale," said Jed Finn, Head of Morgan Stanley Wealth Management. "With corporate relationships spanning our Workplace channel to our Investment Bank, we're in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies stay private for longer and investors seek diversification." About Morgan Stanley Wealth Management Morgan Stanley Wealth Mana

    1/27/26 11:47:00 AM ET
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