Morgan Stanley Stock Price, News & Analysis

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.

Morgan Stanley (NYSE: MS) announced that Co-President Dan Simkowitz will present at the Barclays Global Financial Services Conference on September 10, 2025, at 9:00 a.m. ET. The presentation will be accessible via webcast, with both live and on-demand versions available through Morgan Stanley's Investor Relations website.

Eaton Vance Municipal Bond Fund (NYSE American: EIM) has announced a cash tender offer to purchase up to 5% of its outstanding common shares. The tender offer will be priced at 98% of the fund's net asset value (NAV) per share, determined at market close on the expiration date.

The tender offer will expire on September 4, 2025 at 5:00 p.m. Eastern Time. If the tender offer is oversubscribed, shares will be purchased on a pro-rata basis. During the tender offer period, the Fund may sell portfolio instruments and maintain a higher cash position than normal.

Cover Whale Insurance Solutions has secured $40 million in growth equity financing from Morgan Stanley (NYSE:MS) Expansion Capital. The insurtech company, founded in 2020, specializes in connected insurance for commercial auto through its proprietary technology platform and algorithmic underwriting.

The company reported $133 million in gross written premiums for H1 2025, targeting $277 million for the full year. The funding will support technology platform investments, analytics enhancement, and product offering expansion. Morgan Stanley Expansion Capital's transition from lender to equity partner follows their initial structured debt investment in May 2024.

Morgan Stanley (NYSE:MS) has introduced the Equity Vulnerability Score, a new proprietary tool designed to help clients and Financial Advisors assess the risk of potential stock value declines. The tool specifically targets investors with concentrated equity positions, defined as portfolios where five or fewer stocks constitute over 30% of the risk.

Historical analysis of Russell 1000 stocks revealed that individual stocks showed twice the volatility (37% vs. 15%) and twice the maximum drawdown (50% vs. 25%) compared to the index since 2014. The tool evaluates stocks across three key categories: Financial Stability, Fundamental Momentum, and Volatility and Tail Risk, helping identify potential vulnerabilities in equity positions.