Morgan Stanley co-president Simkowitz sells $4.09 million in stock

Daniel A. Simkowitz, Co-President of Morgan Stanley (NYSE:MS), sold 29,000 shares of common stock on July 17, 2025, according to a Form 4 filing with the Securities and Exchange Commission. The sale comes as Morgan Stanley trades near its 52-week high of $145.16, with the stock showing strong momentum, up nearly 14% year-to-date. The shares were sold at a weighted average price of $141.1251, for a total value of $4.09 million. Prices for the sales ranged from $140.77 to $141.64. According to InvestingPro, Morgan Stanley currently trades at a P/E ratio of 15.7x, with the company maintaining its position as a prominent player in the Capital Markets industry. InvestingPro offers 10 additional key insights about Morgan Stanley’s financial health and market position.

On the same day, Simkowitz also disposed of 7,559 shares as a gift.

Following these transactions, Simkowitz directly owns 391,545.921 shares of Morgan Stanley common stock. Additionally, he indirectly owns 1,772.791 shares through a 401(k) plan.

In other recent news, Morgan Stanley reported strong financial results for the second quarter of 2025, with earnings per share of $2.13, surpassing the forecasted $1.98. The company’s revenue reached $16.8 billion, exceeding expectations of $16.01 billion. Despite these positive results, Morgan Stanley’s stock experienced a slight decline, reflecting broader market concerns. Evercore ISI raised its price target for Morgan Stanley to $150 from $146, maintaining an Outperform rating due to strong performances in Wealth and Investment Management. Conversely, Citizens JMP reiterated a Market Perform rating, citing valuation concerns as a reason for not upgrading the stock. In personnel news, Morgan Stanley hired Ashish Kumbhat from Bank of America to co-lead its bank advisory group, anticipating an increase in U.S. bank mergers and acquisitions. Additionally, Morgan Stanley is involved in Via Transportation’s revived IPO plans, alongside Goldman Sachs and Allen & Co. These developments highlight the company’s ongoing strategic initiatives and market positioning.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.