Index S&P 500
P/E 16.92
EPS (ttm) 9.74
Insider Own 23.59%
Shs Outstand 1.59B
Perf Week 3.52%
Market Cap 263.12B
Forward P/E 15.78
EPS next Y 10.44
Insider Trans -0.06%
Shs Float 1.22B
Perf Month 2.28%
Enterprise Value -
PEG 1.31
EPS next Q 2.35
Inst Own 62.18%
Short Float 1.24%
Perf Quarter 13.72%
Income 15.56B
P/S 2.33
EPS this Y 22.68%
Inst Trans -0.65%
Short Ratio 2.84
Perf Half Y 41.84%
Sales 113.07B
P/B 2.62
EPS next Y 7.09%
ROA 1.23%
Short Interest 15.10M
Perf YTD 31.11%
Book/sh 62.99
P/C -
EPS next 5Y 12.93%
ROE 15.15%
52W High 166.77 -1.16%
Perf Year 38.32%
Cash/sh -
P/FCF 13.14
EPS past 3/5Y -0.35% 8.89%
ROIC 3.59%
52W Low 94.33 74.74%
Perf 3Y 108.07%
Dividend Est. 3.86 (2.34%)
EV/EBITDA -
Sales past 3/5Y 20.48% 14.75%
Gross Margin -
Volatility 1.72% 2.21%
Perf 5Y 227.17%
Dividend TTM 3.78 (2.29%)
EV/Sales -
EPS Y/Y TTM 48.18%
Oper. Margin 15.25%
ATR (14) 3.75
Perf 10Y 411.10%
Dividend Ex-Date Oct 31, 2025
Quick Ratio -
Sales Y/Y TTM 7.20%
Profit Margin 13.76%
RSI (14) 61.35
Recom 2.41
Dividend Gr. 3/5Y 19.13% 22.25%
Current Ratio 1.49
EPS Q/Q 48.79%
SMA20 3.90%
Beta 1.33
Target Price 172.05
Payout 44.68%
Debt/Eq 3.18
Sales Q/Q 13.80%
SMA50 6.05%
Rel Volume 0.55
Prev Close 166.02
Employees 80000
LT Debt/Eq 2.95
Earnings Oct 15 BMO
SMA200 21.15%
Avg Volume 5.31M
Price 164.83
IPO Mar 21, 1986
Option/Short Yes / Yes
EPS/Sales Surpr. 33.23% 9.20%
Trades
Volume 1,147,394
Change -0.72%
Date
Action
Analyst
Rating Change
Price Target Change
Oct-03-25 Initiated
BMO Capital Markets
Outperform
$180
Jul-09-25 Upgrade
Keefe Bruyette
Mkt Perform → Outperform
$160
Nov-26-24 Downgrade
HSBC Securities
Buy → Hold
Nov-15-24 Upgrade
Wells Fargo
Underweight → Equal Weight
$142
Oct-04-24 Upgrade
HSBC Securities
Hold → Buy
$118
Sep-11-24 Downgrade
Goldman
Buy → Neutral
Aug-02-24 Downgrade
Wells Fargo
Equal Weight → Underweight
$99 → $95
Jul-17-24 Downgrade
Oppenheimer
Outperform → Perform
Jan-17-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$102 → $91
Jan-17-24 Downgrade
JP Morgan
Overweight → Neutral
$94 → $87
Jan-09-24 Downgrade
HSBC Securities
Buy → Hold
$96
Nov-28-23 Downgrade
Societe Generale
Buy → Hold
Nov-20-23 Downgrade
Exane BNP Paribas
Outperform → Neutral
$85
Oct-23-23 Downgrade
Odeon
Buy → Hold
$79.15
Oct-20-23 Upgrade
Wolfe Research
Underperform → Peer Perform
Oct-11-23 Downgrade
UBS
Buy → Neutral
$110 → $84
Sep-07-23 Initiated
HSBC Securities
Buy
$99
Jul-12-23 Upgrade
Odeon
Hold → Buy
$94
Jan-18-23 Downgrade
Citigroup
Buy → Neutral
$100
Jan-10-23 Upgrade
Odeon
Sell → Hold
$88.75
Show Previous Ratings
Oct-27-25 08:40AM
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Oct-24-25 04:01PM
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05:59AM
Oct-23-25 10:48AM
10:11AM
09:42AM
08:50AM
(Retail Banker International)
Oct-22-25 06:45PM
03:35PM
12:25PM
10:51AM
10:00AM
01:32AM
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01:32AM
Oct-21-25 05:51PM
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Oct-20-25 10:58AM
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Oct-18-25 01:22PM
Oct-17-25 06:31PM
(The Wall Street Journal)
05:25PM
(The Wall Street Journal)
03:36PM
01:42PM
01:22PM
01:22PM
01:03PM
11:55AM
09:45AM
(Private Banker International)
09:00AM
(Investor's Business Daily)
08:25AM
(Retail Banker International)
02:00AM
Oct-16-25 01:03PM
09:50AM
09:23AM
09:15AM
06:53AM
06:10AM
05:52AM
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01:00AM
Oct-15-25 08:25PM
06:05PM
04:34PM
(Investor's Business Daily)
04:30PM
(The Wall Street Journal)
04:30PM
(The Wall Street Journal)
04:25PM
04:25PM
04:24PM
04:16PM
03:24PM
(Investor's Business Daily)
03:06PM
02:01PM
01:58PM
(Investor's Business Daily)
01:34PM
12:57PM
(The Wall Street Journal)
12:52PM
(Investor's Business Daily)
12:48PM
(The Wall Street Journal)
12:34PM
(The Wall Street Journal)
12:16PM
11:56AM
11:25AM
11:20AM
11:18AM
11:09AM
10:52AM
(Investor's Business Daily)
10:46AM
10:33AM
10:17AM
09:51AM
(Investor's Business Daily)
09:50AM
(The Wall Street Journal)
09:49AM
09:39AM
09:30AM
09:06AM
08:35AM
08:28AM
08:20AM
08:12AM
08:04AM
07:50AM
07:42AM
07:28AM
05:53AM
05:29AM
04:14AM
Oct-14-25 07:00PM
02:33PM
02:17PM
Provides diversified financial services including brokerage, investment management and venture capital services
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Oct 17 '25 Proposed Sale 159.84 3,320 530,653 Oct 17 04:23 PM YESHAYA SHARON Chief Financial Officer Jul 17 '25 Sale 139.81 25,583 3,576,706 0 Jul 18 04:13 PM SMITH CHARLES A Chief Risk Officer Jul 17 '25 Sale 140.30 20,000 2,805,918 119,239 Jul 18 04:12 PM SIMKOWITZ DANIEL A Co-President Jul 17 '25 Sale 141.13 29,000 4,092,628 399,105 Jul 18 04:11 PM SAPERSTEIN ANDREW M Co-President Jul 17 '25 Sale 140.97 43,566 6,141,714 0 Jul 18 04:10 PM MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Jul 18 '25 Proposed Sale 140.76 3,370 474,368 Jul 18 04:09 PM Pizzi Michael A. Head Technology & Operations Jul 17 '25 Sale 140.62 18,000 2,531,077 136,407 Jul 18 04:08 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jul 17 '25 Sale 141.12 12,000 1,693,400 186,420 Jul 18 04:07 PM DANIEL A. SIMKOWITZ &MARI NAKA Affiliate Jul 17 '25 Proposed Sale 141.13 29,000 4,092,628 Jul 17 04:37 PM ANDREW MICHAEL SAPERSTEIN 2025 Affiliate Jul 17 '25 Proposed Sale 140.97 43,566 6,141,712 Jul 17 04:34 PM ERIC F GROSSMAN Affiliate Jul 17 '25 Proposed Sale 141.11 12,000 1,693,344 Jul 17 04:30 PM MICHAEL A. PIZZI REVOCABLE TRU Affiliate Jul 17 '25 Proposed Sale 140.62 18,000 2,531,077 Jul 17 04:22 PM VJN LLC Affiliate Jul 17 '25 Proposed Sale 139.81 25,583 3,576,706 Jul 17 04:16 PM CHARLES A. SMITH Affiliate Jul 17 '25 Proposed Sale 140.30 20,000 2,805,918 Jul 17 04:15 PM DANIEL A. SIMKOWITZ Affiliate May 12 '25 Proposed Sale 127.37 29,013 3,695,519 May 12 04:19 PM SIMKOWITZ DANIEL A Co-President May 12 '25 Sale 127.37 29,013 3,695,519 425,854 May 12 04:12 PM Herz Robert H Director May 02 '25 Sale 119.32 800 95,459 96,760 May 02 04:13 PM SAPERSTEIN ANDREW M Co-President May 02 '25 Sale 120.00 40,000 4,799,812 335,765 May 02 04:09 PM ROBERT HERZ Affiliate May 02 '25 Proposed Sale 119.32 800 95,459 May 02 04:05 PM ANDY SAPERSTEIN Affiliate May 02 '25 Proposed Sale 120.00 40,000 4,799,812 May 02 04:02 PM MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Apr 16 '25 Proposed Sale 108.84 2,960 322,181 Apr 16 04:31 PM GROSSMAN ERIC F Chief Legal/Admin Officer Apr 15 '25 Sale 111.65 10,068 1,124,093 199,274 Apr 16 04:27 PM ERIC F GROSSMAN Affiliate Apr 15 '25 Proposed Sale 111.65 10,068 1,124,092 Apr 15 04:36 PM JAMES P GORMAN Chairman Emeritus Feb 27 '25 Proposed Sale 132.00 50,000 6,600,000 Feb 27 04:45 PM JAMES P GORMAN Chairman Emeritus Feb 24 '25 Proposed Sale 130.00 100,000 13,000,000 Feb 24 04:19 PM CRAWLEY MANDELL Chief Client Officer Jan 22 '25 Sale 138.06 8,312 1,147,555 55,249 Jan 23 04:15 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 21 '25 Sale 136.20 13,097 1,783,754 197,444 Jan 23 04:14 PM SIMKOWITZ DANIEL A Co-President Jan 21 '25 Sale 136.61 36,631 5,004,069 423,729 Jan 23 04:12 PM SAPERSTEIN ANDREW M Co-President Jan 21 '25 Sale 136.43 30,820 4,204,676 327,008 Jan 23 04:11 PM Pizzi Michael A. Head Technology & Operations Jan 21 '25 Sale 136.92 18,391 2,518,164 137,788 Jan 23 04:10 PM AKRAM RAJA Deputy Chief Financial Officer Jan 21 '25 Sale 136.01 17,500 2,380,175 81,440 Jan 23 04:10 PM MANDELL L CRAWLEY Affilliate Jan 22 '25 Proposed Sale 138.06 8,312 1,147,555 Jan 22 04:41 PM ANDY SAPERSTEIN Affiliate Jan 21 '25 Proposed Sale 136.43 30,820 4,204,674 Jan 21 04:41 PM ERIC GROSSMAN Affiliate Jan 21 '25 Proposed Sale 136.18 13,097 1,783,549 Jan 21 04:40 PM MICHAEL A. PIZZI REVOCABLE TRU Affiliate Jan 21 '25 Proposed Sale 136.92 18,391 2,518,164 Jan 21 04:38 PM DANIEL A. SIMKOWITZ & MARI NAK Affiliate Jan 21 '25 Proposed Sale 136.61 36,631 5,004,066 Jan 21 04:38 PM MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Jan 21 '25 Proposed Sale 136.95 3,548 485,900 Jan 21 04:18 PM JAMES P GORMAN Chairman Emeritus Jan 17 '25 Proposed Sale 137.66 170,421 23,459,303 Jan 17 04:24 PM JPG 2023 CC GRAT Chairman Emeritus Jan 17 '25 Proposed Sale 135.26 29,579 4,000,885 Jan 17 04:08 PM