Here’s What Lifted Morgan Stanley (MS) in Q3

14 hours ago 1

Soumya Eswaran

Thu, November 20, 2025 astatine 7:22 AM CST 3 min read

Cullen Capital Management, LLC, operating nether the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. The US equity marketplace continued the rally successful the 3rd quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. The worth equity strategy returned 6.9% (gross of fees) and 6.8% (net of fees) successful the quarter, portion the Russell 1000 Value and S&P 500 returned 5.3% and 8.1%, respectively, during the aforesaid period. The strategy returned 13.0% (gross), YTD, compared to the Russell 1000 Value’s +11.7% instrumentality and the S&P 500’s +14.8% return. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, SCCM Value Equity Strategy highlighted stocks specified arsenic Morgan Stanley (NYSE:MS). Morgan Stanley (NYSE:MS) is simply a fiscal holding institution that offers assorted fiscal products and services. The one-month instrumentality of Morgan Stanley (NYSE:MS) was 2.64%, and its shares gained 23.24% of their worth implicit the past 52 weeks. On November 19, 2025, Morgan Stanley (NYSE:MS) banal closed astatine $162.29 per share, with a marketplace capitalization of $259.069 billion.

SCCM Value Equity Strategy stated the pursuing regarding Morgan Stanley (NYSE:MS) successful its 3rd 4th 2025 capitalist letter:

"Our beardown banal enactment wrong Financials made the assemblage the largest contributor to comparative show for the quarter. Morgan Stanley (NYSE:MS) (+13.6%) reported grounds Capital Markets gross successful the 2nd quarter, driven by equity superior markets enactment and equities trading volumes. The company’s Wealth Management part reported 14% y/y gross growth, arsenic money flows grew 7% and marketplace stock was strong. Management was capable to power expenses good contempt the beardown gross growth, arsenic a 70.7% ratio ratio was 130 bps beneath statement estimates."

Morgan Stanley (NYSE:MS) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 67 hedge money portfolios held Morgan Stanley (NYSE:MS) astatine the extremity of the 2nd quarter, compared to 68 successful the erstwhile quarter. In the 3rd 4th of 2025, Morgan Stanley (NYSE:MS) reported revenues of $18.2 cardinal and EPS of $2.80. While we admit the imaginable of Morgan Stanley (NYSE:MS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.