Index S&P 500
P/E 14.74
EPS (ttm) 5.58
Insider Own 23.04%
Shs Outstand 1.68B
Perf Week 1.72%
Market Cap 135.05B
Forward P/E 12.35
EPS next Y 6.66
Insider Trans -0.12%
Shs Float 1.26B
Perf Month 8.31%
Income 9.26B
PEG 1.84
EPS next Q 1.27
Inst Own 62.10%
Short Float / Ratio 1.67% / 2.46
Perf Quarter -1.47%
Sales 91.30B
P/S 1.48
EPS this Y -11.26%
Inst Trans -1.04%
Short Interest 21.13M
Perf Half Y -4.56%
Book/sh 55.08
P/B 1.49
EPS next Y 18.04%
ROA 0.84%
Target Price 88.03
Perf Year -5.73%
Cash/sh -
P/C -
EPS next 5Y 8.00%
ROE 9.80%
52W Range 69.42 - 100.99
Perf YTD -3.22%
Dividend 3.27
P/FCF -
EPS past 5Y 14.93%
ROI 2.65%
52W High -18.53%
Beta 1.39
Dividend % 3.97%
Quick Ratio -
Sales past 5Y 8.84%
Gross Margin -
52W Low 18.52%
ATR 1.70
Employees 82427
Current Ratio 1.42
Sales Q/Q 48.47%
Oper. Margin 13.62%
RSI (14) 63.84
Volatility 2.15% 1.81%
Optionable Yes
Debt/Eq 3.49
EPS Q/Q -6.31%
Profit Margin 10.14%
Rel Volume 1.20
Prev Close 80.35
Shortable Yes
LT Debt/Eq 2.52
Earnings Oct 18 BMO
Payout 47.94%
Avg Volume 8.60M
Price 82.28
Recom 2.15
SMA20 4.65%
SMA50 6.73%
SMA200 -2.69%
Volume 10,326,756
Change 2.40%
Date
Action
Analyst
Rating Change
Price Target Change
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
Oct-05-22 Downgrade
Atlantic Equities
Overweight → Neutral
$95 → $85
Sep-06-22 Downgrade
Odeon
Hold → Sell
May-03-22 Upgrade
Oppenheimer
Perform → Outperform
$111
Jan-28-22 Downgrade
Odeon
Buy → Hold
Dec-03-21 Upgrade
Citigroup
Neutral → Buy
$105 → $115
Oct-15-21 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$97
Oct-04-21 Reiterated
Jefferies
Buy
$108 → $119
Sep-29-21 Downgrade
Oppenheimer
Outperform → Perform
Sep-28-21 Downgrade
Berenberg
Buy → Hold
$91 → $95
Aug-13-21 Downgrade
Seaport Global Securities
Buy → Neutral
Show Previous Ratings
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Dec-07-23 04:00PM
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(The Wall Street Journal)
Dec-06-23 05:03PM
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Dec-05-23 03:59PM
(Nation's Restaurant News)
01:34PM
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(The Wall Street Journal)
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(The Wall Street Journal)
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Nov-17-23 02:41PM
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Nov-16-23 06:12PM
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(The Wall Street Journal)
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Nov-15-23 04:30PM
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Nov-09-23 04:30PM
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(The Wall Street Journal)
01:11PM
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Nov-08-23 05:57PM
05:19PM
(The Wall Street Journal)
Nov-07-23 05:30AM
(The Wall Street Journal)
04:39AM
Nov-06-23 10:34PM
04:45PM
05:30AM
(The Wall Street Journal)
03:02AM
Nov-04-23 01:12AM
Nov-03-23 04:32PM
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Nov-02-23 09:30AM
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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
MORGAN STANLEY 10% Owner Oct 05 Sale 50000.00 135 6,750,000 0 Oct 10 08:22 PM GORMAN JAMES P Chairman and CEO Jul 24 Sale 95.19 125,000 11,898,812 1,011,345 Jul 26 04:11 PM PICK EDWARD N Co-President/Head of IS Jul 24 Sale 94.33 100,000 9,433,050 604,845 Jul 26 04:14 PM SIMKOWITZ DANIEL A Head of Investment Management Jul 20 Sale 93.78 37,608 3,526,852 319,040 Jul 21 04:18 PM GORMAN JAMES P Chairman and CEO Jul 19 Sale 92.35 125,000 11,543,286 1,136,345 Jul 21 04:13 PM SAPERSTEIN ANDREW M Co-President/Head of WM Jul 19 Sale 93.09 39,254 3,654,280 193,708 Jul 21 04:16 PM AKRAM RAJA Deputy Chief Financial Officer Jul 19 Sale 92.00 13,500 1,242,000 82,984 Jul 21 04:11 PM Smith Charles Aubrey III Chief Risk Officer Jul 19 Sale 92.41 5,600 517,520 136,513 Jul 21 04:20 PM MORGAN STANLEY 10% Owner Jun 09 Sale 9.45 1,049,889 9,921,451 8,456,881 Jun 13 04:04 PM AKRAM RAJA Deputy Chief Financial Officer May 15 Sale 82.95 7,320 607,198 96,484 May 17 04:08 PM GLOCER THOMAS H Director May 03 Sale 87.11 4,535 395,021 98,110 May 05 04:16 PM SAPERSTEIN ANDREW M Co-President/Head of WM Feb 13 Sale 98.45 46,226 4,550,950 0 Feb 15 04:35 PM SAPERSTEIN ANDREW M Co-President/Head of WM Feb 13 Sale 98.23 24,556 2,412,099 190,440 Feb 15 04:35 PM SIMKOWITZ DANIEL A Head of Investment Management Jan 31 Sale 96.54 8,077 779,726 315,321 Feb 01 04:37 PM SIMKOWITZ DANIEL A Head of Investment Management Jan 30 Sale 96.20 15,133 1,455,861 323,398 Feb 01 04:37 PM DARLING ALISTAIR Director Jan 25 Sale 94.70 2,000 189,410 34,465 Jan 27 04:15 PM CRAWLEY MANDELL Chief Human Resources Officer Jan 19 Sale 93.75 3,740 350,625 42,171 Jan 20 04:21 PM GORMAN JAMES P Chairman and CEO Jan 18 Sale 96.93 250,000 24,233,637 1,112,348 Jan 20 04:20 PM PICK EDWARD N Co-President/Head of IS Jan 18 Sale 96.98 135,000 13,092,566 639,965 Jan 20 04:25 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 18 Sale 97.11 120,000 11,653,788 235,234 Jan 20 04:22 PM SIMKOWITZ DANIEL A Head of Investment Management Jan 18 Sale 97.05 44,910 4,358,353 348,531 Jan 20 04:28 PM AKRAM RAJA Deputy Chief Financial Officer Jan 18 Sale 97.00 5,100 494,700 118,558 Jan 20 04:30 PM
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