Morgan StanleyMS
Market Cap: 169B
About: Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments. The company had over $4 trillion of client assets as well as over 80,000 employees at the end of 2022. Approximately 50% of the company's net revenue is from its institutional securities business, with the remainder coming from wealth and investment management. The company derives about 30% of its total revenue outside the Americas.
Employees: 80,000
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
11% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 146
1% more repeat investments, than reductions
Existing positions increased: 678 | Existing positions reduced: 669
1% more funds holding
Funds holding: 1,718 [Q4 2023] → 1,734 (+16) [Q1 2024]
1% less capital invested
Capital invested by funds: $128B [Q4 2023] → $126B (-$1.73B) [Q1 2024]
7% less call options, than puts
Call options by funds: $3.7B | Put options by funds: $3.96B
1.56% less ownership
Funds ownership: 83.79% [Q4 2023] → 82.22% (-1.56%) [Q1 2024]
29% less funds holding in top 10
Funds holding in top 10: 31 [Q4 2023] → 22 (-9) [Q1 2024]
Research analyst outlook
21 Wall Street Analysts provided 1 year price forecasts over the past 6 months
21 analyst ratings
BMO Capital James Fotheringham | 13%upside $118 | Outperform Maintained | 18 Jul 2024 |
Citigroup Keith Horowitz | 1%upside $105 | Neutral Maintained | 17 Jul 2024 |
Barclays Jason Goldberg | 16%upside $121 | Overweight Maintained | 17 Jul 2024 |
Evercore ISI Group Glenn Schorr | 10%upside $115 | Outperform Maintained | 17 Jul 2024 |
RBC Capital Gerard Cassidy | 4%upside $108 | Sector Perform Maintained | 17 Jul 2024 |
Financial journalist opinion
Based on 95 articles about MS published over the past 30 days