Morgan Stanley
MS

$96.62

2.61%

Market Cap: $156B

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 with approximately 45% of net revenue from its institutional securities business, 45% from wealth management, and 10% from investment management. About 30% of its total revenue is from outside the Americas. The company had over $5 trillion of client assets as well as around 80,000 employees at the end of 2023.

Employees: 80,000

Financials Security Brokers, Dealers & Flotation Companies

0

Funds holding %

of 6,710 funds

0

Analysts bullish %

of 9 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

12% more repeat investments, than reductions

Existing positions increased: 721 | Existing positions reduced: 641

10% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 146

3% more capital invested

Capital invested by funds: $127B [Q1] → $131B (+$4.08B) [Q2]

1% more funds holding

Funds holding: 1,759 [Q1] → 1,773 (+14) [Q2]

0.46% more ownership

Funds ownership: 82.61% [Q1] → 83.07% (+0.46%) [Q2]

9% less funds holding in top 10

Funds holding in top 10: 22 [Q1] → 20 (-2) [Q2]

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

See Fund Rankings

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$95

2%

downside

Avg. target

$109

12%

upside

High target

$121

25%

upside

9 analyst ratings

4 positive

44%

4 neutral

44%

1 negative

11%

Goldman Sachs Richard Ramsden 67% 1-year accuracy 8 / 12 met price target	9%upside $105	Neutral Downgraded	10 Sept 2024
Wells Fargo Whit Mayo 92% 1-year accuracy 11 / 12 met price target	2%downside $95	Underweight Downgraded	2 Aug 2024
BMO Capital James Fotheringham 71% 1-year accuracy 12 / 17 met price target	22%upside $118	Outperform Maintained	18 Jul 2024
Citigroup Keith Horowitz 88% 1-year accuracy 14 / 16 met price target	9%upside $105	Neutral Maintained	17 Jul 2024
Barclays Jason Goldberg 59% 1-year accuracy 13 / 22 met price target	25%upside $121	Overweight Maintained	17 Jul 2024

See Analyst Rankings

Financial journalist opinion

Based on 22 articles about MS published over the past 30 days

Adviser talks bank stocks, says JPMorgan is 'a steal'

US stocks (^DJI,^GSPC, ^IXIC) are mixed in Tuesday's trading session as investors prepare for a rocky month ahead. Fundstrat Global Advisors managing director and global head of technical strategy Mark Newton joins Market Domination to discuss market trends and how investors should prepare for the year-end.

Adviser talks bank stocks, says JPMorgan is 'a steal'

Zacks Investment Research

Morgan Stanley (MS) Stock Falls Amid Market Uptick: What Investors Need to Know

In the most recent trading session, Morgan Stanley (MS) closed at $96.62, indicating a -1.59% shift from the previous trading day.

Morgan Stanley (MS) Stock Falls Amid Market Uptick: What Investors Need to Know

"Perfect Storm" Caused by Capital Requirement Increase for Big Banks

Regulators agreed on a 9% increase for capital requirements that will be imposed on the biggest banks in the United States. The news sent shares falling not just for major institutions, but for medium-sized banks as well.

"Perfect Storm" Caused by Capital Requirement Increase for Big Banks

Morgan Stanley (MS) Barclays Global Financial Services Conference 2024 (Transcript)

Morgan Stanley (NYSE:MS ) Barclays Global Financial Services Conference 2024 September 10, 2024 11:15 AM ET Company Participants Dan Simkowitz - Co-President Conference Call Participants Jason Goldberg - Barclays Capital Jason Goldberg I'm very pleased to have Morgan Stanley up next, Dan Simkowitz, Co-President, is with us. Before we begin this discussion may include forward-looking statements, which reflect Morgan Stanley's management's current estimates and subject to risks and uncertainties that may cause actual results to differ materially.

Morgan Stanley (MS) Barclays Global Financial Services Conference 2024 (Transcript)

CNBC Television

Barr's new capital requirements for banks is 'a bit more' than expected, says Wells Fargo's Mayo

Mike Mayo, Wells Fargo Securities senior banking analyst, joins CNBC's to discuss why bank stocks are down on the news of the Fed's Barr recommending 9% increase in capital buffers for the largest banks, the resiliency of the banking system, and more.

Barr's new capital requirements for banks is 'a bit more' than expected, says Wells Fargo's Mayo

Zacks Investment Research

Investors Heavily Search Morgan Stanley (MS): Here is What You Need to Know

Zacks.com users have recently been watching Morgan Stanley (MS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Investors Heavily Search Morgan Stanley (MS): Here is What You Need to Know

5 Relatively Secure And Cheap Dividend Stocks To Invest In -- September 2024

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering large discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.6%, we present two other groups of five DGI stocks each, with the goal of moderate to high yields.

5 Relatively Secure And Cheap Dividend Stocks To Invest In -- September 2024

Morgan Stanley Is Fined Over First Republic Insider Sales

In the months before it failed last year, the executive chairman of First Republic Bank FRCB -7.69%decrease; red down pointing triangle sold more than $6.8 million worth of stock through Morgan Stanley MS 0.57%increase; green up pointing triangle. The bank has now settled an investigation that determined it failed to properly monitor the trades.

Morgan Stanley Is Fined Over First Republic Insider Sales

Zacks Investment Research

Morgan Stanley (MS) Advances While Market Declines: Some Information for Investors

In the most recent trading session, Morgan Stanley (MS) closed at $100.15, indicating a +0.89% shift from the previous trading day.

Morgan Stanley (MS) Advances While Market Declines: Some Information for Investors

Zacks Investment Research

JPMorgan & Others Face Probe Over Interest in Cash Sweep Accounts

JPM, MS, WFC, RJF, BAC and others are under legal scrutiny for transferring clients' idle funds into sweep accounts with near-zero interest rates.

JPMorgan & Others Face Probe Over Interest in Cash Sweep Accounts

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