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Morgan Stanley
MS

$97.80
0.71%
 

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

0
Funds holding %
of 6,702 funds
0
Analysts bullish %
of 23 analysts
0
News positive %
of 73 articles

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

23 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$87
11%
downside
Avg. target
$101
4%
upside
High target
$118
21%
upside

23 analyst ratings

14 positive
61%
neutral
39%
negative
0%
Oppenheimer
Chris Kotowski
7%upside
$105
Outperform
Maintained
30 Apr 2024
HSBC
Saul Martinez
4%upside
$102
Hold
Maintained
19 Apr 2024
BMO Capital
James Fotheringham
21%upside
$118
Outperform
Maintained
18 Apr 2024
Keefe, Bruyette & Woods
David Konrad
0%upside
$98
Market Perform
Maintained
17 Apr 2024
Oppenheimer
Chris Kotowski
3%upside
$101
Outperform
Maintained
17 Apr 2024

Financial journalist opinion

Based on 73 articles about MS published over the past 30 days