Morgan Stanley Stock Price, News & Analysis

Morgan Stanley's (NYSE:MS) E*TRADE division has released its monthly sector rotation study for October 2025. The study analyzes customer trading behavior across S&P 500 sectors, tracking net buy/sell patterns. The data provides insights into retail investor sentiment and sector preferences through E*TRADE's trading platform.

Morgan Stanley (NYSE: MS) announced that the Federal Reserve has reduced its Stress Capital Buffer (SCB) from 5.1% to 4.3%, effective October 1, 2025. This adjustment came after the firm requested reconsideration of its preliminary SCB announced in June 2025.

The new SCB results in an aggregate U.S. Basel III Standardized Approach Common Equity Tier 1 (CET1) ratio requirement of 11.8%. As of June 30, 2025, Morgan Stanley's actual CET1 ratio stood at 15.0%, well above the requirement. CFO Sharon Yeshaya expressed appreciation for the Federal Reserve's reconsideration and affirmed the firm's commitment to supporting client engagement, business investment, and dividend growth.

Morgan Stanley Investment Management (NYSE:MS) and Opportunity Finance Network (OFN) have announced three recipients for MSIM's annual contribution to OFN's Financing Fund: GROW South Dakota, Community Health Center Capital Fund, and Twin Cities Habitat for Humanity Lending, Inc.

The $450,000 contribution, funded through MSIM's Impact Class and Impact Partner Class shares, has increased this year due to growing investor interest. The total contribution since the program's inception in 2022 now exceeds $1 million. The initiative supports CDFIs focused on affordable housing and community development in underserved communities.

Morgan Stanley Investment Management (NYSE:MS) has launched its Alternatives Investing Center, an online education platform designed to help financial advisors understand and implement alternative investment strategies. The platform offers comprehensive training across private equity, credit, real estate, hedge funds, and infrastructure.

The curriculum includes nine learning seminars delivered through various formats, including live webinars, on-demand courses, and investment guides. Financial advisors can earn continuing education credits while learning about portfolio diversification beyond traditional 60/40 allocations. The first live webinar on portfolio construction is scheduled for October 7, 2025.

Morgan Stanley Investment Management (NYSE:MS) has launched the Tax Forward Investing Center, a pioneering online educational platform focused on investment tax management. The platform offers both live and on-demand continuing education courses for financial advisors, featuring six comprehensive courses covering tax management fundamentals, tax deferral, philanthropy, direct indexing, concentrated wealth, and tax-optimized fixed income.

The initiative builds upon Morgan Stanley's 65+ years of tax solutions expertise and follows the recent launch of their Tax Optimized Portfolio Solutions (TOPS) tool. The program kicks off with a live webinar on September 30, 2025, focusing on fundamental tax concepts and their impact on wealth accumulation.

Morgan Stanley Investment Management has announced the liquidation of the Calvert US Select Equity ETF (CVSE), scheduled for October 20, 2025. The Fund will cease accepting Creation Unit orders and stop trading on NYSE Arca after market close on October 14, 2025.

Shareholders have two options: sell their shares on NYSE Arca until October 14, 2025, or remain invested until the Liquidation Date to receive a liquidating distribution. During the wind-down period, the Fund will transition its assets to cash and cash equivalents, which may impact its performance and investment objectives.

Investors should note that the liquidation will be considered a taxable event for shares not held in tax-deferred accounts, and remaining shareholders may face increased brokerage and transaction expenses.

KBRA has assigned a BBB rating with Stable outlook to North Haven Private Income Fund LLC's $300 million senior unsecured notes due 2028 with a 5.125% interest rate. North Haven, operating within the Morgan Stanley (NYSE: MS) ecosystem, manages a $6.6 billion investment portfolio primarily focused on senior secured first lien loans across 323 companies.

The fund maintains strong fundamentals with 0.90x gross leverage, below its 1.0x-1.25x target range. The portfolio shows solid asset quality with only 1.1% of investments on non-accrual at cost. Recent improvements include amended SPV funding facilities with extended maturities to 2030 and reduced margin rates. The fund maintains robust liquidity with $2.2 billion in credit availability and $181.5 million in unrestricted cash.

Morgan Stanley (NYSE:MS) Private Credit has expanded its debt financing facility for Fetch, America's Rewards App, to $110 million. This follows Morgan Stanley's initial debt financing provided to Fetch in March 2024.

The strategic investment aims to accelerate Fetch's product innovation, enhance its proprietary AI and machine learning technologies, and expand its user base. The company is working towards becoming a universal rewards platform by expanding into new market verticals.

Morgan Stanley Investment Management (NYSE:MS) has launched two innovative online education platforms: the Tax Forward Investing Center and the Alternatives Investing Center. These platforms are designed to provide financial advisors with comprehensive continuing education resources focused on investment tax management and alternative investments.

The Tax Forward Investing Center, the first of its kind, leverages Morgan Stanley's 65+ years of experience to offer in-depth education on tax management strategies. The Alternatives Investing Center, building on 30+ years of alternatives investment expertise, provides a structured framework for understanding complex investment strategies.

Both centers will feature continuing education courses, insights, learning videos, and tools. The curriculum begins with live streaming courses on Tax Management Foundations and Portfolio Construction & Asset Allocation in late September and early October 2025.