BSN CAPITAL PARTNERS 13F: Exits Morgan Stanley (MS) Stake

Morgan Stanley (MS) business photo

Key Points

  • BSN Capital Partners closed its entire Morgan Stanley position, liquidating all 161,268 shares in an October 23, 2026 filing.
  • Morgan Stanley shares recently traded at $179.49, sitting below their 50-day and 200-day moving averages.
  • The financial giant pays an annual dividend of $4.60 per share, yielding 2.5% with a 32.3% payout ratio.

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BSN Capital Partners closed out its position in Morgan Stanley MS, selling all 161,268 shares during the period according to an October 23, 2026 SEC filing.

MS Morgan Stanley
$183.97 +2.81% year to date
Daily close · Oct 22, 2026

What Changed in Bsn Capital Partners's Morgan Stanley Position

The firm completely exited its stake in the financial institution. Before this filing, the fund held 161,268 shares. By the end of the reported period, that number dropped to zero, marking a complete exit from the stock.

Other Institutional Activity in Morgan Stanley

Other big investors adjusted their holdings around the same time. Rokos Capital Management reduced its holdings by 388,241 shares, ending with 236,721 shares worth about $49.5 million. Quilter trimmed 4,170 shares to hold 1,280 shares valued at $240,742. TCV Trust & Wealth Management sold out completely, shedding its remaining 1,116 shares. Mitsubishi UFJ Financial Group Inc kept its huge stake steady at 377,085,167 shares worth roughly $67.7 billion. Fisher Asset Management, LLC grew its holdings by 573,430 shares, ending with 26,172,995 shares worth about $4.7 billion.

Morgan Stanley Stock Down 4.0%

Morgan Stanley closed at $179.49 on October 23, 2026. The stock recently traded around $179.49 on October 24, 2026. The recent price sits about 22.7% below its 52-week high of $232.25 and about 17.5% above its 52-week low of $152.80.

Recent Earnings

The company brought in $79.8 billion in trailing-twelve-month revenue. Its net profit margin stood at 25.6%, and earnings reached $12.61 per share over the same period. The bank's next earnings report is scheduled for January 14, 2027.

Dividend

Morgan Stanley rewards shareholders with an annual dividend of $4.60 per share. That payout translates to a 2.5% dividend yield based on recent trading levels. The company dedicates 32.3% of its earnings to cover these dividend payments.

Insider Buying and Selling at Morgan Stanley

Company insiders were active sellers prior to the filing. Officer Eric F Grossman sold 11,118 shares for about $2.1 million on April 20, 2026. Chief Financial Officer Sharon Yeshaya parted with 15,554 shares at $222.51 apiece, totaling about $3.5 million on July 16, 2026. Officer Michael A Pizzi sold 24,165 shares valued at roughly $5.2 million on July 17, 2026. Director Mary L Schapiro unloaded 1,000 shares at $212.06 each, bringing in $212,055 on July 28, 2026.

Analysts Set New Price Targets

Wall Street analysts updated their views on the stock ahead of the filing. Citigroup maintained its Neutral rating while lowering its target to $190.00 from $210.00 on October 15, 2026. RBC Capital kept a Sector Perform rating and dropped its target to $195.00 from $243.00 on the same day. TD Cowen maintained a Hold rating with a target of $205.00 on October 15, 2026. JP Morgan kept a Neutral rating and nudged its target up to $198.00 from $195.00 on October 16, 2026. BMO Capital maintained an Outperform rating while lowering its target to $210.00 from $215.00 on October 19, 2026. Across 22 analyst opinions, the stock carries a consensus buy rating and a mean price target of $212.64.

About Morgan Stanley

Headquartered in New York, Morgan Stanley operates as a global financial holding company. It serves corporations, governments, financial institutions, and individual clients through institutional securities, wealth management, and investment management divisions.

Bottom Line

Investors tracking BSN Capital Partners will look to future SEC reports to see if the firm stays out of the stock. Morgan Stanley's next earnings update arrives on January 14, 2027.

Source: BSN CAPITAL PARTNERS's 13F filing on $MS (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

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