Morgan Stanley maintained an Overweight rating on National Grid (NGG) on Feb 05, 2026, and raised its price target to 1,400 GBp from 1,275 GBp. The change is logged as a maintained rating with an upward price-target revision, which shapes how investors read the NGG analyst rating update. Morgan Stanley’s note came with a reported short-term stock move of -1.14% (down $0.99) around the update and a market cap of $86,401,020,200. This NGG analyst rating entry offers a clear signal on analyst conviction and the firm’s view on regulated cash flows and regulatory outcomes.
Key fact: NGG analyst rating maintained by Morgan Stanley
Morgan Stanley kept Overweight on National Grid (NGG) on Feb 05, 2026, while raising the price target to 1,400 GBp. This is a maintained rating, not a downgrade or upgrade of the stance, but the higher price target signals improved fundamental assumptions from the analyst team.
Price target detail and analyst rationale for NGG analyst rating
The firm bumped the target from 1,275 GBp to 1,400 GBp, citing stronger regulated earnings visibility and cost discipline assumptions. The formal item is recorded by TheFly and shows Morgan Stanley’s view that near-term cash generation and regulatory clarity justify the higher valuation source.
What the NGG analyst rating means for investors
A maintained Overweight rating means Morgan Stanley still prefers NGG versus its coverage group, but the change to the price target shifts fair-value expectations higher. Investors should see this as a signal that the analyst expects upside from current levels, not as an immediate buy trigger without checking valuations, yield, and regulatory news.
Historical context of analyst coverage for NGG analyst rating
National Grid has seen mixed coverage over the last three years with several large brokers issuing Hold and Buy views at different points during regulatory decisions. Morgan Stanley’s maintained Overweight adds to the group of bullish forecasts that argue regulatory outcomes will support returns and dividends.
Stock performance link to the NGG analyst rating
The market reaction around the note was muted, with a reported -1.14% move (down $0.99) at the time of the bulletin, reflecting profit taking or timing differences in ADR versus UK listings. Broader market quotes for comparable utilities can be tracked on financial platforms such as Investing.com for context on ADR moves and peer performance source.
Meyka Grade and outlook tied to the NGG analyst rating
Meyka AI rates NGG with a grade of B+. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. These grades are not guaranteed and we are not financial advisors.
Final Thoughts
Morgan Stanley’s maintained Overweight on National Grid (NGG) on Feb 05, 2026, combined with a rise in the price target to 1,400 GBp, signals continued analyst confidence in regulated cash flows and medium-term upside. The change is a price-target revision within an unchanged rating, so it should be read as constructive for valuation rather than a shift in conviction. Investors should weigh the NGG analyst rating alongside dividend yield, regulatory risk, and the firm’s B+ Meyka AI grade. The B+ grade reflects peer comparisons, growth metrics, and consensus views and is meant as one input among many. Use the Morgan Stanley note, current market price, dividend profile, and regulatory updates to form a full investment view, and consult advisors for personalized decisions.
FAQs
What exactly did Morgan Stanley change in the NGG analyst rating on Feb 05, 2026?
Morgan Stanley maintained Overweight for National Grid (NGG) on Feb 05, 2026, and raised the price target from 1,275 GBp to 1,400 GBp. The firm changed the valuation, not the coverage stance.
How should investors interpret the NGG analyst rating update?
A maintained Overweight with a higher price target suggests Morgan Stanley sees more upside but no change in conviction level. Investors should check dividend yield, regulatory news, and valuation before acting on the NGG analyst rating.
Does the NGG analyst rating affect the stock immediately?
Analyst notes can influence short-term flows, but the Feb 05, 2026 update showed muted market reaction. Long-term impact depends on regulatory outcomes, earnings, and dividend policy that support the NGG analyst rating.
Where can I read the Morgan Stanley note and market context for this NGG analyst rating?
TheMorgan Stanley price target revision was reported by TheFly; see the item on TheFly for details. For broader price and ADR context, financial sites like Investing.com provide live quotes and peer comparisons related to the NGG analyst rating.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
