Index S&P 500
P/E 16.23
EPS (ttm) 8.52
Insider Own 23.60%
Shs Outstand 1.61B
Perf Week -2.31%
Market Cap 221.85B
Forward P/E 14.66
EPS next Y 9.44
Insider Trans -0.05%
Shs Float 1.23B
Perf Month 6.79%
Enterprise Value -
PEG 1.73
EPS next Q 1.99
Inst Own 62.47%
Short Float 1.20%
Perf Quarter 26.73%
Income 13.69B
P/S 2.09
EPS this Y 8.89%
Inst Trans 1.61%
Short Ratio 2.55
Perf Half Y 11.53%
Sales 106.35B
P/B 2.29
EPS next Y 8.99%
ROA 1.13%
Short Interest 14.77M
Perf YTD 9.99%
Book/sh 60.41
P/C -
EPS next 5Y 9.36%
ROE 13.88%
52W High 145.16 -4.74%
Perf Year 32.85%
Cash/sh -
P/FCF -
EPS past 3/5Y -0.35% 8.89%
ROIC 3.33%
52W Low 90.94 52.06%
Perf 3Y 82.38%
Dividend Est. 3.86 (2.79%)
EV/EBITDA -
Sales past 3/5Y 20.48% 14.75%
Gross Margin -
Volatility 1.37% 1.63%
Perf 5Y 191.05%
Dividend TTM 3.70 (2.68%)
EV/Sales -
EPS Y/Y TTM 55.54%
Oper. Margin 13.91%
ATR (14) 2.68
Perf 10Y 265.92%
Dividend Ex-Date Apr 30, 2025
Quick Ratio -
Sales Y/Y TTM 6.53%
Profit Margin 12.87%
RSI (14) 51.71
Recom 2.46
Dividend Gr. 3/5Y 19.13% 22.25%
Current Ratio 1.48
EPS Q/Q 28.56%
SMA20 -0.80%
Beta 1.32
Target Price 139.81
Payout 44.68%
Debt/Eq 3.87
Sales Q/Q 10.47%
SMA50 4.33%
Rel Volume 1.72
Prev Close 141.59
Employees 80000
LT Debt/Eq 2.85
Earnings Jul 16 BMO
SMA200 10.16%
Avg Volume 5.78M
Price 138.28
IPO Mar 21, 1986
Option/Short Yes / Yes
EPS/Sales Surpr. 7.47% 4.52%
Trades
Volume 6,038,937
Change -2.34%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jan-04-23 Downgrade
Wolfe Research
Outperform → Underperform
$92
Show Previous Ratings
Today 01:00PM
11:38AM
11:27AM
11:27AM
11:20AM
10:30AM
Loading…
10:30AM
10:20AM
10:14AM
10:12AM
10:04AM
(The Wall Street Journal)
09:58AM
09:52AM
(The Wall Street Journal)
09:37AM
(Investor's Business Daily)
09:30AM
09:10AM
08:42AM
Loading…
08:42AM
(Investor's Business Daily)
08:35AM
08:25AM
(The Wall Street Journal)
08:24AM
08:13AM
(The Wall Street Journal)
08:11AM
08:08AM
08:01AM
(Investor's Business Daily)
07:52AM
07:39AM
07:27AM
01:20AM
12:09AM
Jul-15-25 07:00PM
05:59PM
05:41PM
Loading…
05:41PM
04:33PM
(Investor's Business Daily)
03:42PM
09:00AM
08:26AM
06:30AM
04:41AM
03:00AM
12:04AM
Jul-14-25 10:43PM
04:57PM
02:57PM
02:54PM
(Investor's Business Daily)
12:39PM
11:44AM
10:47AM
10:22AM
08:50AM
07:34AM
07:13AM
07:00AM
(The Wall Street Journal)
Jul-13-25 10:00AM
08:00AM
06:01AM
Jul-12-25 08:00PM
09:00AM
Jul-11-25 07:00PM
05:52PM
04:01PM
11:46AM
11:05AM
10:00AM
09:15AM
08:00AM
Jul-10-25 10:32PM
05:37PM
03:24PM
02:58PM
05:30AM
(The Wall Street Journal)
05:00AM
03:01AM
Jul-09-25 10:41PM
03:55PM
01:13PM
(Investor's Business Daily)
01:11PM
10:54AM
10:00AM
09:39AM
09:00AM
08:46AM
Jul-08-25 08:30PM
06:52PM
06:00PM
02:18PM
11:10AM
10:15AM
08:05AM
02:43AM
Jul-07-25 11:43AM
09:00AM
05:28AM
Jul-06-25 09:31AM
Jul-05-25 03:00PM
10:43AM
Jul-04-25 08:46AM
Jul-03-25 10:35PM
01:32PM
12:41PM
09:06AM
04:55AM
Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Oct 18 '24 Proposed Sale 119.85 3,756 450,149 Oct 18 04:21 PM LUCZO STEPHEN J Director Oct 17 '24 Sale 119.17 60,000 7,150,470 138,363 Oct 18 04:10 PM LUCZO STEPHEN J Director Oct 17 '24 Proposed Sale 118.88 60,000 7,132,765 Oct 17 04:52 PM CRAWLEY MANDELL Chief Human Resources Officer Jul 26 '24 Sale 105.25 3,500 368,375 43,224 Jul 26 04:10 PM MANDELL L CRAWLEY & ALISON JIM Affilliate Jul 26 '24 Proposed Sale 105.25 3,500 368,375 Jul 26 04:01 PM AKRAM RAJA Deputy Chief Financial Officer Jul 18 '24 Sale 106.37 7,500 797,764 87,119 Jul 19 04:31 PM YESHAYA SHARON Chief Financial Officer Jul 19 '24 Sale 104.00 15,547 1,616,888 0 Jul 19 04:30 PM Herz Robert H Director Jul 17 '24 Sale 106.62 1,000 106,621 95,908 Jul 19 04:29 PM SIMKOWITZ DANIEL A Co-President Jul 17 '24 Sale 106.54 40,000 4,261,768 442,522 Jul 19 04:28 PM GORMAN JAMES P Executive Chairman Jul 17 '24 Sale 105.06 200,000 21,012,300 150,000 Jul 19 04:26 PM