Record Earnings Could Not Stop MS Shares From Falling 6%

3 hours ago 1

David Beren

Wed, March 25, 2026 astatine 10:37 AM CDT 4 min read

Morgan Stanley (MS) posted grounds $70.6B successful 2025 gross with an 11.2% Q4 net beat, but restricted redemptions astatine its North Haven Private Income Fund to 45.8% of capitalist requests ($169M) citing marketplace dislocation concerns, raising liquidity questions crossed its $1.9T Investment Management business. Shares fell 10% year-to-date to $165 from a January precocious of $192.68, portion Goldman Sachs (GS) declined 4.43% year-to-date amid akin assemblage headwinds.
Morgan Stanley’s redemption gross connected backstage recognition sparked retail capitalist alarm astir structural liquidity mismatches successful the industry, with Reddit sentiment collapsing from precise bullish 82-88 successful mid-January to bearish 28 by precocious March arsenic concerns astir recognition prime deterioration and broader backstage recognition assemblage risks overshadowed beardown net fundamentals.
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One of the biggest names successful fiscal services and concern banking, Morgan Stanley (NYSE:MS) posted a grounds $70.6 cardinal successful 2025 gross and an 11.2% Q4 net beat, yet Reddit sentiment has collapsed from precise bullish scores of 82 to 88 successful mid-January to a bearish 28 by precocious March. The trigger was not the net report. It was what happened 2 months later.

An infographic titled 'Investment Snapshot' for Morgan Stanley (MS), a fiscal services company. It displays a societal sentiment gauge with a needle pointing to 28, labeled arsenic 'Bearish' arsenic of precocious March 2026. Text beneath indicates this is simply a driblet from 'VERY BULLISH (82-88)' successful Mid-Jan. A conception titled 'WHAT IS DRIVING THAT SCORE TODAY' lists factors with icons: 'Private Credit Fund Redemptions Restricted' (warning icon), 'Mid-March: Withdrawals Limited' (lock icon), 'Raised Liquidity Concerns' (question people icon), 'Fixed Income Trading Revenue -9% (Q4)' (down arrow), and 'Stock Down 6.06% YTD' (down arrow).

Morgan Stanley's societal sentiment people has dropped sharply to a bearish 28 arsenic of precocious March 2026, down from its precise bullish scores of 82-88 successful mid-January. This displacement is chiefly driven by restrictions connected redemptions from backstage recognition funds and increasing liquidity concerns.

In mid-March, Morgan Stanley restricted redemptions successful its North Haven Private Income Fund aft investors sought to retreat astir 11% (10.9%, to beryllium exact) of the shares outstanding. The steadfast fulfilled lone astir 45.8% of the tender request, returning astir $169 million, citing the request to debar plus income during "periods of marketplace dislocation." That quality landed connected Reddit similar a flare successful a acheronian country arsenic 1 would expect connected the platform.

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The 2 posts driving the astir treatment appeared connected March 12 to 13, 2026, generating a combined 810 upvotes and 175 comments crossed r/stockmarket and r/stocks.

Morgan Stanley restricts redemptions astatine backstage recognition money aft withdrawals surge
by u/unknown successful r/stockmarket

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