Morgan Stanley Stock Price, News & Analysis

Morgan Stanley (NYSE:MS) has successfully raised JPY131 billion (US$900 million) for its North Haven Real Estate Japan Strategy Fund I (JSF), significantly exceeding its initial target of JPY75 billion. The fund, backed primarily by Japanese pension funds, financial institutions, and foreign sovereign wealth funds, will focus on real estate investments in Japan's major markets.

The closed-end fund targets properties in Tokyo, Osaka, and other major Japanese markets, focusing on residential, office, and industrial sectors. Since its first acquisition in March 2025, JSF has committed approximately 8% of the fund across several residential investments. The strategy leverages Japan's structural advantages, including urbanization, high return-to-office rates, and strong e-commerce growth.

Eaton Vance Municipal Bond Fund (NYSE American: EIM) announced the adjournment of its Annual Meeting of Shareholders to September 16, 2025 at 11:30 a.m. Eastern Time. The meeting, which was held to elect three Class II Trustees, was postponed to allow shareholders additional time to cast their votes.

The record date remains August 20, 2025. Eligible shareholders who haven't voted yet are encouraged to submit their votes using the methods outlined in the Fund's proxy materials, which can be accessed through the Eaton Vance website.

Eaton Vance Municipal Bond Fund (NYSE American: EIM) has announced preliminary results of its cash tender offer that expired on September 4, 2025. The Fund offered to purchase up to 2,703,821 common shares (5% of outstanding shares) at $10.1002 per share, representing 98% of the Fund's NAV.

The tender offer was significantly oversubscribed with 13,297,302 shares properly tendered. Due to the oversubscription, the Fund will purchase shares on a pro-rata basis. Final results are expected to be announced around September 8, 2025.

Morgan Stanley (NYSE:MS) announced the release of E*TRADE's monthly sector rotation study. The study analyzes customer trading behavior across S&P 500 sectors based on notional net percentage buy/sell activity. The data provides insights into retail investor sentiment and sector preferences among E*TRADE's customer base.

Morgan Stanley (NYSE: MS) announced that the Federal Reserve is continuing to review the firm's request for a downward adjustment to its preliminary Stress Capital Buffer (SCB) requirement. The company remains in active discussions with the Federal Reserve to finalize the SCB requirement before the October 1, 2025 effective date.

The Stress Capital Buffer is a key regulatory requirement that determines how much capital banks must maintain as a safety cushion against potential economic stress.

Morgan Stanley (NYSE:MS) has announced the completion of the sale of Clarity Software Solutions to mPulse. Clarity, headquartered in Madison, Connecticut, is a technology provider specializing in health plan member communication services for insurance providers and administrators.

Since Morgan Stanley Capital Partners' initial investment in 2019, Clarity enhanced its product development and technology innovation capabilities while strengthening its management team. The company focuses on streamlining communication processes, improving member engagement, and ensuring healthcare organizations meet regulatory requirements.

Morgan Stanley (NYSE:MS) Investment Management's 1GT climate private equity strategy has participated in Overhaul Group's $105 million Series C funding round, led by Springcoast Partners with Edison Partners. Overhaul, founded in 2016, is a global leader in in-transit cargo risk management solutions.

The investment will support Overhaul's technological advancement and strategic acquisitions to build a real-time supply chain risk management platform. The company's IoT-enabled software provides cargo tracking and protection, currently safeguarding over $1.4 trillion in cargo trade with a 99.9% shipment protection rate.

Morgan Stanley (NYSE: MS) has declared regular dividends on twelve series of its preferred stock. The dividends for Preferred Stock Series M and N will be paid on September 15, 2025, with a record date of August 29, 2025. For the remaining series (A, C, E, F, I, K, L, O, P, and Q), payments will be made on October 15, 2025, with a record date of September 30, 2025.

Notable dividend amounts include Series N at $1,956.52 per share ($19.57 per Depositary Share) and Series Q offering 6.625% with $414.06 per share ($0.41 per Depositary Share). The declaration demonstrates Morgan Stanley's continued commitment to providing regular returns to preferred stockholders.

Morgan Stanley (NYSE:MS) has launched Tax Optimized Portfolio Solutions (TOPS), a comprehensive tax management tool that combines solutions from Morgan Stanley Investment Management, Eaton Vance, and Parametric Portfolio Associates. The tool is designed to help financial advisors create customized portfolio solutions for clients while optimizing tax efficiency.

TOPS addresses various portfolio challenges including volatility management, total return enhancement, income generation, and legacy planning. The solution leverages Parametric's expertise in direct indexing, custom option overlay programs, and tax-optimized ladders, along with Eaton Vance's tax-efficient investing capabilities to deliver personalized investment strategies.