Morgan Stanley Closes First Asset-Based Finance Securitization
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 16 hours ago
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Should l Buy MS?
Source: Newsfilter
- Loan Purchase Capacity: Morgan Stanley Investment Management has closed its first asset-based finance securitization through its AIP Alternative Lending Group, with an estimated total loan purchase capacity of approximately $220 million, providing scalable exposure to consumer credit and enhancing the firm's market position in this sector.
- Diversified Investment Structure: The MSABF 2026-1 securitization features a multi-tranche investment-grade note structure rated by KBRA, designed to offer investors diversified exposure to consumer credit while addressing the needs of insurance clients and asset managers.
- Stable Funding Support: This structure not only provides stable funding for loan origination partners but also helps insurance capital efficiently access consumer credit through predictable cash flows and a long-term reinvestment framework, aligning with their asset-liability management objectives.
- Global Investment Management Strength: Morgan Stanley Investment Management boasts over 1,400 investment professionals and $1.9 trillion in assets under management, committed to delivering outstanding long-term investment performance and comprehensive investment management solutions to a diverse client base.
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Analyst Views on MS
Wall Street analysts forecast MS stock price to rise
14 Analyst Rating
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 171.150
Low
132.00
Averages
185.00
High
219.00
Current: 171.150
Low
132.00
Averages
185.00
High
219.00
About MS
Morgan Stanley is a global financial services company. The Company is engaged in providing a range of investment banking, securities, wealth management and investment management services. Its segments include Institutional Securities, Wealth Management and Investment Management. Its Institutional Securities segment provides a variety of products and services to corporations, governments, financial institutions and ultra-high net worth clients. Its Wealth Management segment provides an array of financial services and solutions to individual investors and small to medium-sized businesses and institutions. Its Investment Management segment provides a range of investment strategies and products that span geographies, asset classes, and public and private markets to a diverse group of clients across institutional and intermediary channels. Its investment banking services consist of capital raising and financial advisory services, including the underwriting of debt and other products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Morgan Stanley Closes First Asset-Based Finance Securitization
- Loan Purchase Capacity: Morgan Stanley Investment Management has closed its first asset-based finance securitization through its AIP Alternative Lending Group, with an estimated total loan purchase capacity of approximately $220 million, providing scalable exposure to consumer credit and enhancing the firm's market position in this sector.
- Diversified Investment Structure: The MSABF 2026-1 securitization features a multi-tranche investment-grade note structure rated by KBRA, designed to offer investors diversified exposure to consumer credit while addressing the needs of insurance clients and asset managers.
- Stable Funding Support: This structure not only provides stable funding for loan origination partners but also helps insurance capital efficiently access consumer credit through predictable cash flows and a long-term reinvestment framework, aligning with their asset-liability management objectives.
- Global Investment Management Strength: Morgan Stanley Investment Management boasts over 1,400 investment professionals and $1.9 trillion in assets under management, committed to delivering outstanding long-term investment performance and comprehensive investment management solutions to a diverse client base.
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Morgan Stanley Closes First Asset-Based Finance Securitization
- Loan Purchase Capacity: Morgan Stanley Investment Management has closed its first asset-based finance securitization through its AIP Alternative Lending Group, with an estimated total loan purchase capacity of approximately $220 million, providing scalable exposure to consumer credit and enhancing the firm's market position in this sector.
- Diversified Investment Structure: The MSABF 2026-1 securitization features a multi-tranche investment-grade note structure rated by KBRA, designed to offer investors diversified exposure to consumer credit while addressing the needs of insurance clients and asset managers.
- Stable Funding Support: This structure not only provides stable funding for loan origination partners but also helps insurance capital efficiently access consumer credit through predictable cash flows and a long-term reinvestment framework, aligning with their asset-liability management objectives.
- Global Investment Management Strength: Morgan Stanley Investment Management boasts over 1,400 investment professionals and $1.9 trillion in assets under management, committed to delivering outstanding long-term investment performance and comprehensive investment management solutions to a diverse client base.
See More
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- Federal Reserve Meeting Minutes: The Federal Reserve will release the minutes from its January meeting on Wednesday at 2 p.m. Eastern.
- Investor Insights: The minutes will provide investors with insights into policymakers' views on the proximity to potential rate cuts.
See More
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- Significant Stock Decline: Wendy's stock fell over 6% on Tuesday following analyst price target cuts, reflecting investor concerns about the company's future performance after its latest quarterly results missed expectations.
- Analyst Target Adjustments: At least ten analysts lowered their price targets after Wendy's fourth-quarter and full-year 2025 earnings release, with Goldman Sachs reducing its target from $8 to $7 and Morgan Stanley from $9 to $8, both maintaining sell ratings.
- Sales and Net Income Drop: Although Wendy's beat earnings expectations for the quarter, total sales fell 8% year-over-year to $3.4 billion, and non-GAAP net income plummeted 36% to $0.16 per share, indicating significant weakness in the company's fundamentals.
- Poor Future Outlook: Wendy's guidance for full-year 2026 non-GAAP net income is set at $0.56 to $0.60 per share, well below the consensus analyst estimate of $0.85, further exacerbating market pessimism regarding its growth prospects.
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- Valuation Comparisons: The valuations of these private companies are increasingly rivaling or even exceeding those of public companies.
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- Tariffs Imposed: There has been an increase in tariffs on a growing number of countries, affecting international trade relations.
- Strained Alliances: The administration's policies have led to deteriorating relationships with some of the United States' closest allies.
- Investor Reaction: Despite these economic and diplomatic challenges, bond investors have not reacted negatively as one might expect.
See More
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- Market Competitive Advantage: Morfit noted that BlackRock can reshape its image as merely an ETF manager through the Aladdin platform, leveraging technology integration to improve management efficiency and strengthen its competitive position against Vanguard, thereby solidifying its market presence.
- Industry Efficiency Issues: While Morfit acknowledged that his investment thesis might seem 'strange,' he emphasized the significant inefficiencies within the sector, creating a pressing need for a company to organize and streamline technology, with BlackRock's strengths in data and software positioning it well to address this need.
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