Morgan Stanley Stock Price, News & Analysis

Morgan Stanley (NYSE:MS) has released its 2025 Single Family Office Compensation Report, revealing significant trends in investment-focused family offices. The study shows that 62% of investment-focused single family offices are implementing Long-Term Incentive (LTI) plans, compared to 54% across all family offices.

Key findings highlight increased family involvement, with family members holding 53% of CEO and 13% of CIO positions in investment-focused offices. Additionally, 56% of these offices now manage investments directly in-house. The report also notes that women occupy 24% of top positions, lagging behind the 29% average across all family offices.

Morgan Stanley (NYSE: MS) has announced the release of its second quarter 2025 financial results. The company has made the results available on their Investor Relations website and will file them with the SEC via Form 8-K. A conference call to discuss the results is scheduled for 8:30 a.m. (ET) on July 16, 2025.

The global financial services firm, which operates in 42 countries, provides investment banking, securities, wealth management, and investment management services to corporations, governments, institutions, and individuals worldwide.

Eaton Vance Municipal Bond Fund (NYSE American: EIM) has announced a tender offer to purchase up to 5% of its outstanding common shares. The tender offer was triggered after the Fund's shares traded at an average discount to NAV of more than 7.5% during the measurement period from March 10, 2025, through July 9, 2025.

The tender offer is expected to commence on August 6, 2025, and expire on September 4, 2025. Shareholders will be able to tender their shares at 98% of NAV per share as determined on the expiration date. If the tender offer is oversubscribed, shares will be purchased on a pro-rata basis.

Morgan Stanley (NYSE:MS) has successfully closed its North Haven Venture Capital Opportunities Fund I (VCO I) with over $280 million in total capital commitments, exceeding its $250 million target. The fund represents Morgan Stanley Investment Management's first standalone venture capital investment vehicle.

VCO I, a global multi-manager venture capital fund, aims to invest in top-performing venture capital and growth managers across North America, Asia, and Europe. The investor base includes public pensions, corporations, foundations, and family offices from various geographies.

Morgan Stanley (NYSE:MS) announced that Morgan Stanley Infrastructure Partners (MSIP) has agreed to sell its stake in TigerGenCo Red Oak Holdings, an 831-megawatt combined cycle power plant in Sayreville, New Jersey, to Strategic Value Partners.

The facility, acquired by MSIP in 2017, is part of North America's largest power market, the PJM Interconnection. The transaction is expected to close in Q4 2025, subject to regulatory approvals. Jefferies LLC and Santander are serving as financial advisors to MSIP.

Morgan Stanley (NYSE:MS) released a comprehensive study revealing the significant impact of financial planning on investor confidence and wellbeing. The research, surveying over 1,000 affluent investors with liquid assets of $250,000 or more, found that while 97% acknowledge financial planning's importance, only 53% have a formal plan.

The study highlights that investors with financial plans report 10% higher ratings in investment value and financial health, with fewer worrying about savings (36% vs 47% without plans). Despite 76% wishing they started earlier, only 28% began planning at career start. A notable confidence gap exists, with 53% feeling confident about saving for retirement but only 36% understanding how to do so.

The research also revealed that investors with financial plans are significantly more engaged with their advisors, with 51% meeting regularly compared to 25% of those without plans.

Morgan Stanley (NYSE: MS) has announced two significant capital return initiatives for shareholders. The company will increase its quarterly common stock dividend by 7.5 cents to $1.00 per share from the current $0.925, effective from Q3 2025. Additionally, the Board of Directors has authorized a new $20 billion multi-year common equity share repurchase program without a set expiration date, starting in Q3 2025.

The company's recent CCAR 2025 stress test results demonstrate strong financial position, with an expected Stress Capital Buffer (SCB) of 5.1% from October 1, 2025, to September 30, 2026. Morgan Stanley's U.S. Basel III Standardized Approach Common Equity Tier 1 (CET1) ratio stands at 15.3% as of March 31, 2025, well above the required aggregate ratio of 12.6%.

CEO Ted Pick emphasized that the improved stress test results reflect the strength and durability of Morgan Stanley's franchise, highlighting the company's ability to generate durable returns while maintaining flexibility to invest in its businesses and return capital to shareholders.

Morgan Stanley (NYSE:MS) has released its annual "Sustainable Signals" survey, revealing that 88% of global companies view sustainability as a value creation opportunity, up three points from 2024. The comprehensive survey, conducted across North America, Europe, and APAC, gathered insights from over 300 private and public companies.

Key findings show that 83% of companies can quantify returns on sustainability investments, while 65% report meeting or exceeding their sustainability practice expectations, a six-point increase from 2024. Notably, over 50% of surveyed companies experienced operational impacts from physical climate-related events, with extreme heat (55%) and severe weather (53%) being the most common issues.

The survey highlights that while companies face challenges such as high investment requirements and political uncertainties, 80% feel prepared to increase resilience in the coming years. Technology advances (33%) emerged as a key enabler globally, while North American companies (32%) prioritize favorable economic conditions.