Welcome to our dedicated page for Morgan Stanley news (Ticker: MS), a resource for investors and traders seeking the latest updates and insights on Morgan Stanley stock.
Morgan Stanley (MS) is a global financial services leader specializing in investment banking, wealth management, and institutional securities. This page aggregates official announcements, press releases, and market-moving developments from the firm.
Investors and analysts will find timely updates on quarterly earnings, mergers & acquisitions, leadership changes, and regulatory filings. All content is sourced directly from Morgan Stanley’s communications and reputable financial publications to ensure accuracy.
The repository includes:
• Earnings: Quarterly results and analyst call summaries
• Strategic Initiatives: Partnerships, acquisitions, and market expansions
• Leadership Updates: Executive appointments and board decisions
• Regulatory Filings: SEC submissions and compliance disclosures
Bookmark this page for streamlined access to Morgan Stanley’s latest financial updates. Check regularly for real-time insights into the company’s performance and industry positioning.
Morgan Stanley Investment Management (MSIM) has announced the closing of Morgan Stanley Eaton Vance CLO 2025-21, , a $400 million Collateralized Loan Obligation (CLO) transaction priced on March 7. This marks MSIM's first CLO in 2025 and increases their CLO platform assets to approximately $7.5 billion across twenty vehicles.
Wells Fargo Securities acted as the sole arranger for the deal. The transaction was supported by strong institutional demand, driven by attractive market conditions and interest in tier-1 collateral manager profiles.
MSIM's Floating-Rate Loan team, with over 40 members managing U.S. and European loan strategies, has been operating since 1989. The team's total assets under management stood at $30.0 billion at the start of 2025.
Morgan Stanley Wealth Management's latest quarterly retail investor pulse survey reveals increasing bearish sentiment, with 51% of investors expressing pessimistic outlook—a 9-point increase from last quarter. Inflation emerges as the primary concern for 41% of investors, followed by tariffs (35%) and market volatility (24%).
Investor confidence in rate cuts has declined, with only 48% believing the U.S. economy is ready for such measures, down from 59% previously. Despite this, 37% of investors plan to maintain their current portfolio strategy, and only 17% intend to shift to cash positions.
For Q2 2025, sector preferences show Information Technology leading at 48% investor interest (despite a 4-point drop), driven by AI and chip developments. Energy follows at 41% despite oil price decreases, while Healthcare maintains steady interest at 32%, viewed as a stabilizing option during slow growth periods.
Morgan Stanley Investment Management (MSIM) has successfully closed its North Haven Private Equity Co-Investment Opportunities Fund III LP (PECO III) at its hard cap of $2.3 billion in total commitments. The fund, which was oversubscribed, is part of Morgan Stanley's Private Equity Solutions platform within MSIM's $240 billion alternatives platform.
PECO III focuses on co-investments alongside buyout managers in the lower middle market and follows two previous funds - PECO I and PECO II. The program builds on Morgan Stanley Private Equity Solutions' 25-year track record in co-investments, which has accumulated nearly $6 billion of commitments since 1999.
Morgan Stanley has launched five new no-fee index mutual funds exclusively for E*TRADE clients, marking a significant enhancement to their retail offering. The funds, managed by Morgan Stanley Investment Management (MSIM), feature a 0% expense ratio and include Large Cap, Total Market, International, Municipal Bond, and U.S. Bond Index funds.
This initiative follows E*TRADE's earlier move to eliminate trade commissions and early redemption fees for online mutual fund trades. The platform now offers over 5,000 mutual funds, with nearly 300 from MSIM. The new funds require no minimum initial investment and can be purchased through E*TRADE self-directed accounts.
The funds can be transferred to Morgan Stanley Wealth Management accounts but must be purchased through E*TRADE. This development represents another step in integrating E*TRADE as one of three core client channels within Morgan Stanley Wealth Management, alongside advisor-led and workplace investing services.
Morgan Stanley (NYSE: MS) has released its first quarter 2025 financial results. The financial data is accessible through the company's Investor Relations website and will be filed with the SEC via Form 8-K on April 11, 2025. A conference call to discuss the results is scheduled for 9:30 a.m. (ET).
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.
Morgan Stanley has announced $15 million in new multi-year grants to its Alliance for Children's Mental Health members, part of a larger $50 million commitment to youth mental health solutions. Since its 2020 launch, the Alliance has reached over 52 million children, caregivers and educators globally.
The grants will support various initiatives including: The Child Mind Institute's educator training programs, Columbia University's smartphone interventions research, The Jed Foundation's school district support, The Steve Fund's college student resources, Place2Be's mental health services in London, and Mind HK's mental health literacy training in Hong Kong.
The Alliance recently welcomed the American Academy of Pediatrics and Sesame Workshop as new members in 2024. The initiative also launched its Leadership Learning Series to support early-stage organizations in expanding their mental health programming impact.
Morgan Stanley Investment Management has announced an immediate change in portfolio management for the Morgan Stanley China A Share Fund (NYSE: CAF). Amay Hattangadi has been appointed as the sole portfolio manager of the Fund and will be primarily responsible for the day-to-day management of the Fund's portfolio.
Morgan Stanley Investment Management has provided $125 million in senior debt financing to FreshBooks, a leading cloud-based accounting software provider for small businesses. The investment, managed by Morgan Stanley Expansion Capital and Morgan Stanley Private Credit, will refinance existing debt and support FreshBooks' growth initiatives.
Toronto-based FreshBooks offers SaaS software focused on service-based SMBs in the U.S. and Canadian markets. Their platform enables businesses to manage invoicing, payments, time tracking, and payroll processing. The company is positioned to benefit from key market trends including digital transformation and global e-invoicing adoption.
Morgan Stanley Investment Management has successfully raised $4.1 billion for its fourth global infrastructure fund, North Haven Infrastructure Partners IV (NHIP IV). The fund attracted major institutional infrastructure investors, including public and private pension funds, sovereign wealth funds, and insurance companies.
NHIP IV is part of Morgan Stanley's $240 billion alternatives business and will focus on investments in transportation infrastructure, digital infrastructure, energy transition, and utilities. The fund aims to deliver attractive risk-adjusted returns by investing in essential service assets with long useful lives and stable, inflation-linked cash flows.
Morgan Stanley Investment Management (MSIM) has launched its latest ETF, Eaton Vance High Income Municipal (EVYM), expanding its ETF platform to $4.7 billion in assets across 17 strategies. The new high-yield municipal strategy, listed on Nasdaq, marks MSIM's eighth active fixed income ETF.
EVYM aims to provide high current income exempt from regular federal income tax by investing at least 80% of its net assets in municipal obligations. The platform has attracted significant interest, with over $600 million in asset flows to fixed income ETFs since the start of the year.
MSIM's ETF platform, launched in early 2023, now comprises:
- 8 Eaton Vance-branded fixed income strategies
- 3 Parametric-branded equity- and options-based strategies
- 6 Calvert-branded ETFs
