Morgan Stanley
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 24% of its total revenue is from outside the Americas. The company had over $6 trillion of client assets as well as around 70,000 employees at the end of 2024.
Employees: 80,000
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
320% more first-time investments, than exits
New positions opened: 340 | Existing positions closed: 81
95% more funds holding in top 10
Funds holding in top 10: 20 [Q3] → 39 (+19) [Q4]
24% more capital invested
Capital invested by funds: $139B [Q3] → $173B (+$33.6B) [Q4]
12% more funds holding
Funds holding: 1,841 [Q3] → 2,062 (+221) [Q4]
1.3% more ownership
Funds ownership: 82.19% [Q3] → 83.49% (+1.3%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 691 | Existing positions reduced: 778
28% less call options, than puts
Call options by funds: $3.34B | Put options by funds: $4.65B
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$120
4%
upside
Avg. target
$129
12%
upside
High target
$144
25%
upside
6 analyst ratings
2 positive
33%
4 neutral
67%
0 negative
0%
JP Morgan Kian Abouhossein 57% 1-year accuracy 4 / 7 met price target | 6%upside $122 | Neutral Maintained | 14 Apr 2025 |
Wells Fargo Whit Mayo 19% 1-year accuracy 3 / 16 met price target | 4%upside $120 | Equal-Weight Maintained | 14 Apr 2025 |
B of A Securities Michael Carrier 20% 1-year accuracy 2 / 10 met price target | 25%upside $144 | Buy Maintained | 2 Apr 2025 |
Evercore ISI Group Glenn Schorr 43% 1-year accuracy 15 / 35 met price target | 20%upside $138 | Outperform Maintained | 1 Apr 2025 |
Citigroup Keith Horowitz 12% 1-year accuracy 3 / 25 met price target | 8%upside $125 | Neutral Maintained | 24 Mar 2025 |
Financial journalist opinion
Based on 85 articles about MS published over the past 30 days
Negative
Reuters
10 hours ago
Morgan Stanley investors should reject proposal to expand equity incentives, ISS says
Institutional Shareholder Services has urged investors to reject Morgan Stanley's proposal to expand its equity incentive compensation plan, as the proxy adviser escalates its pushback against Wall Street.
Neutral
Business Wire
10 hours ago
Morgan Stanley Sustainable Signals: Individual Investors Continue to Show High Levels of Interest in Sustainable Investing in New Survey
NEW YORK--(BUSINESS WIRE)--Individual investor interest in sustainability remains strong and stable, according to a new “Sustainable Signals” report by the Morgan Stanley Institute for Sustainable Investing. The survey polled 1,765 active individual investors with more than $100,000 in investable assets across North America, Europe and Asia Pacific (APAC) between February and March of this year to assess attitudes toward sustainable investing and where investors see the greatest opportunities a.
Neutral
Business Wire
13 hours ago
Morgan Stanley Investment Management Extends Availability of Institutional Private Equity to Individual Investors
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (MSIM) announced today the launch of the North Haven Private Assets Fund (NHPAF), an SEC-registered evergreen investment fund designed to offer select investors the opportunity to obtain institutional-quality private equity exposure primarily through co-investments and secondaries in the lower middle market. This is MSIM's first evergreen private equity offering and follows the introduction of retail private credit and real assets.
Positive
Zacks Investment Research
2 days ago
Morgan Stanley (MS) Could Be a Great Choice
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Morgan Stanley (MS) have what it takes?
Positive
Zacks Investment Research
2 days ago
Morgan Stanley (MS) is Attracting Investor Attention: Here is What You Should Know
Morgan Stanley (MS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Neutral
Business Wire
2 days ago
BanglaShield Wins the 2025 Kellogg-Morgan Stanley Sustainable Investing Challenge
NEW YORK--(BUSINESS WIRE)--The Morgan Stanley Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the BanglaShield team was named the winner of the 15th annual Kellogg-Morgan Stanley Sustainable Investing Challenge. The global competition inspires graduate students to address critical social and environmental issues through innovative financial vehicles. The winning team was one of 12 finalists selected from a competitive field, w.
Positive
Benzinga
5 days ago
3 Stocks To Consider In This Outperforming Sector
Forget about trade wars and inflation. One actor of the US economy is doing great, with stocks up 2.5% even before this week's rally.
Neutral
Reuters
6 days ago
Morgan Stanley Infra Partners eyes $2 billion Permian pipelines sale, sources say
Morgan Stanley Infrastructure Partners is exploring the sale of its majority stake in Brazos Midstream II, with a deal expected to value its holding at more than $2 billion including debt, three people familiar with the matter said.
Neutral
Reuters
6 days ago
Morgan Stanley to sell final $1.2 billion of X debt, Bloomberg News reports
Morgan Stanley has launched a sale of the last $1.23 billion worth of debt tied to Elon Musk's $44 billion buyout of social media platform Twitter, now called X, Bloomberg News reported on Thursday, citing a person familiar with the matter.
Neutral
CNBC Television
1 week ago
Chart Master: Sell Morgan Stanley, buy Novo Nordisk?
Carter Worth, Worth Charting, talks technicals on Morgan Stanley and Novo Nordisk.
Charts implemented using Lightweight Charts™