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: 81,000
0
Funds holding %
of 7,245 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
19% more repeat investments, than reductions
Existing positions increased: 866 | Existing positions reduced: 728
7% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 153
0.81% less ownership
Funds ownership: 84.24% [Q4 2024] → 83.43% (-0.81%) [Q1 2025]
2% less funds holding
Funds holding: 2,068 [Q4 2024] → 2,027 (-41) [Q1 2025]
9% less capital invested
Capital invested by funds: $173B [Q4 2024] → $157B (-$16.2B) [Q1 2025]
26% less funds holding in top 10
Funds holding in top 10: 39 [Q4 2024] → 29 (-10) [Q1 2025]
40% less call options, than puts
Call options by funds: $2.36B | Put options by funds: $3.92B
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$120
5%
downside
Avg. target
$129
2%
upside
High target
$144
14%
upside
6 analyst ratings
2 positive
33%
4 neutral
67%
0 negative
0%
JP Morgan Kian Abouhossein | 3%downside $122 | Neutral Maintained | 14 Apr 2025 |
Wells Fargo Whit Mayo | 5%downside $120 | Equal-Weight Maintained | 14 Apr 2025 |
B of A Securities Michael Carrier | 14%upside $144 | Buy Maintained | 2 Apr 2025 |
Evercore ISI Group Glenn Schorr | 9%upside $138 | Outperform Maintained | 1 Apr 2025 |
Citigroup Keith Horowitz | 1%downside $125 | Neutral Maintained | 24 Mar 2025 |
Financial journalist opinion
Based on 33 articles about MS published over the past 30 days
Neutral
Business Wire
2 hours ago
Morgan Stanley Infrastructure Partners Agrees to Sell Seven Seas Water
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (MSIM), through investment funds managed by Morgan Stanley Infrastructure Partners (MSIP), its private infrastructure investment platform, today announced it has entered into an agreement to sell its ownership stake in Seven Seas Water Group (Seven Seas Water or the Company) to the EQT Infrastructure VI fund (EQT). Seven Seas Water Group is a developer, owner, and operator of water and wastewater treatment plants across North Ameri.
Neutral
Business Wire
20 hours ago
Ted Pick to Speak at the Annual Morgan Stanley U.S. Financials, Payments & Commercial Real Estate Conference
NEW YORK--(BUSINESS WIRE)--Ted Pick, Chairman and Chief Executive Officer of Morgan Stanley, will speak at the Annual Morgan Stanley U.S. Financials, Payments & Commercial Real Estate Conference on June 10, 2025, at 10:30 a.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth m.
Negative
Seeking Alpha
21 hours ago
I Sold These Big Bank Stocks Hand Over Fist
The banking sector is facing headwinds and the big bank stock prices are stretched. While the big banks might get reserve requirement relief, that might weaken them by thinning their financial cushions. I have been selling four Globally Systemically Important Bank stocks.
Positive
Proactive Investors
1 day ago
What next for the markets? Here's what the professionals think
Morgan Stanley's latest global strategy update sends a clear message to investors: remain nimble but lean in to quality. With growth slowing, inflation easing, and policy support expected to build in 2026, the US continues to lead the global investment landscape across equities, fixed income, and credit.
Positive
Benzinga
2 days ago
Morgan Stanley Shares Rise 1.7% After Key Signal
Alert signals a reversal from early weakness in Morgan Stanley
Positive
Benzinga
2 days ago
Goldman, Morgan Stanley Set To Ride M&A, IPO Rebound, As Analyst Sees Upside In Wealth, Trading Gains
BofA Securities analyst Ebrahim H. Poonawala on Monday noted bank stocks have staged a significant rebound versus April lows, led by global systemically important banks (G-SIBs), money center, investment banks and trust banks.
Neutral
Business Wire
3 days ago
Financial Stress Rises As HR Pros Prioritize Retention: Morgan Stanley at Work Study
NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today issued new data from its fifth annual State of the Workplace Financial Benefits Study. Amid heightened concerns around inflation and the economy—including fears of a possible recession—the data reveals that companies and employees alike are feeling increased pressure. As financial stress rises, this research underscores the strategic importance of workplace financial benefits both as a perceived safe port in the storm and as a key support.
Positive
Seeking Alpha
5 days ago
Our Top 10 High-Growth Dividend Stocks -- May 2025
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate quantitatively and qualitatively, and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
Neutral
Seeking Alpha
5 days ago
U.S. Banks Hoard Cash Amid Slow Loan Growth In Q1
Bigger US bank balance sheets did not translate to strong loan growth in the first quarter as the industry took a cautious approach to deploying fresh assets. Total assets on an aggregate basis for US commercial banks, savings banks, and savings and loan associations, excluding nondepository trusts and companies with a foreign banking organization charter, were $24.538 trillion as of March 31.
Positive
CNBC
5 days ago
Anthropic closes $2.5 billion credit facility as Wall Street continues plunging money into AI boom
Earlier this week, Anthropic received a $2.5 billion, five-year revolving credit line. Annualized revenue reached $2 billion in the first quarter, the company confirmed, more than doubling from a $1 billion rate in the prior period.
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