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MS

Morgan Stanley

Sep 12 • 04:00PM ET

156.39

-0.09 -0.06 %

Financial • Capital Markets • USA • NYSE

Peers: GS JPM BAC C WFC USB BK SCHW RJF STT

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Index	S&P 500	P/E	17.72	EPS (ttm)	8.83	Insider Own	23.59%	Shs Outstand	1.60B	Perf Week	5.60%
Market Cap	249.65B	Forward P/E	16.25	EPS next Y	9.63	Insider Trans	-0.06%	Shs Float	1.22B	Perf Month	5.84%
Enterprise Value	-	PEG	1.82	EPS next Q	2.06	Inst Own	62.21%	Short Float	1.20%	Perf Quarter	18.55%
Income	14.14B	P/S	2.28	EPS this Y	11.39%	Inst Trans	-1.27%	Short Ratio	2.79	Perf Half Y	40.03%
Sales	109.29B	P/B	2.54	EPS next Y	8.69%	ROA	1.15%	Short Interest	14.69M	Perf YTD	24.40%
Book/sh	61.59	P/C	-	EPS next 5Y	9.72%	ROE	14.13%	52W High	157.76 -0.87%	Perf Year	61.86%
Cash/sh	-	P/FCF	12.47	EPS past 3/5Y	-0.35% 8.89%	ROIC	3.24%	52W Low	94.33 65.79%	Perf 3Y	80.05%
Dividend Est.	3.87 (2.48%)	EV/EBITDA	-	Sales past 3/5Y	20.48% 14.75%	Gross Margin	-	Volatility	1.92% 1.81%	Perf 5Y	196.70%
Dividend TTM	3.78 (2.41%)	EV/Sales	-	EPS Y/Y TTM	45.50%	Oper. Margin	14.07%	ATR (14)	2.82	Perf 10Y	362.69%
Dividend Ex-Date	Jul 31, 2025	Quick Ratio	-	Sales Y/Y TTM	6.36%	Profit Margin	12.94%	RSI (14)	71.67	Recom	2.48
Dividend Gr. 3/5Y	19.13% 22.25%	Current Ratio	1.49	EPS Q/Q	16.60%	SMA20	4.95%	Beta	1.32	Target Price	145.15
Payout	44.68%	Debt/Eq	4.08	Sales Q/Q	11.13%	SMA50	7.72%	Rel Volume	0.82	Prev Close	156.48
Employees	80000	LT Debt/Eq	3.03	Earnings	Jul 16 BMO	SMA200	19.29%	Avg Volume	5.27M	Price	156.39
IPO	Mar 21, 1986	Option/Short	Yes / Yes	EPS/Sales Surpr.	7.47% 4.52%	Trades		Volume	4,341,264	Change	-0.06%

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 01:23PM	1 Green Flag for Morgan Stanley Stock Right Now (Motley Fool)
06:10AM	Fastest-Growing Market in Software: Morgan Stanley Suggests 2 Cybersecurity Stocks to Buy (TipRanks)
Sep-12-25 04:14PM	UBS Loses More Financial Advisors, This Time to Morgan Stanley (Barrons.com)
12:23PM	Goldman Stock Touches an All-Time High: Should You Buy It Now? (Zacks)
09:07AM	Morgan Stanley Sees Faster Pace of Fed Cuts Through Early 2026 (Bloomberg)
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Sep-11-25 05:56PM	Seagate Technology Leads S&P 500: What's Behind Its 120% Gain? (MarketBeat)
04:50PM	Labor Department Weighs in On Morgan Stanley's Advisor Deferred Comp Battle (Barrons.com)
04:30PM	Morgan Stanley Schedules 2026 Quarterly Investor Conference Calls (Business Wire)
06:52AM	Morgan Stanley adds Amazon as Top Pick (Investing.com)
Sep-10-25 04:30PM	2 takeaways from Big Bank leaders' recent comments (Yahoo Finance Video)
02:17PM	DOL Sides with Morgan Stanley in Deferred Compensation Dispute (Wealth Management)
01:19PM	JPM Shares Q3 Capital Markets Outlook: A Catalyst for Revenue Growth? (Zacks)
10:53AM	Why Is NIO Stock Plunging Today (GuruFocus.com)
10:01AM	The Zacks Analyst Blog Highlights JPMorgan, Citigroup, Wells Fargo, Morgan Stanley (Zacks)
06:30AM	Dismal Jobs Numbers May Not Mean What You Think (The Daily Upside)
06:44PM	Loading…
Sep-09-25 06:44PM	Morgan Stanley CEO on whether he has concerns about the jobs revision (CNBC TV)
05:50PM	Morgan Stanley (MS) Laps the Stock Market: Here's Why (Zacks)
03:43PM	Morgan Stanley CEO Ted Pick: Feels like economic flywheel is really kicking in (CNBC TV)
01:26PM	JPM, C & Others Face Pressure to Lend More Than Reward Shareholders (Zacks)
11:45AM	Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion (Yahoo Finance)
11:45AM	Oracle stock jumps after CEO says AI-fueled cloud revenue set to soar to $144 billion (Yahoo Finance)
11:45AM	Morgan Stanley (MS) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
09:50AM	Why This 1 Momentum Stock Could Be a Great Addition to Your Portfolio (Zacks)
09:00AM	Morgan Stanley (MS) is Attracting Investor Attention: Here is What You Should Know (Zacks)
12:02AM	3 Reasons to Sell MS and 1 Stock to Buy Instead (StockStory)
Sep-08-25 04:39PM	Plenty of chances for investors who missed out on rally but placement is key: Morgan Stanley's Paul (CNBC TV)
04:01PM	Eaton Vance Municipal Bond Fund Announces Final Results of Tender Offer (Business Wire)
12:20PM	Top analyst says you werent crazy for thinking the economy felt worse than it looked the last 3 years. The rolling recession just ended (Fortune)
09:11AM	Morgan Stanley lifts Oracle target ahead of analyst day, flags margin risks (Investing.com)
05:00AM	Morgan Stanley Investment Management Raises JPY131 Billion for North Haven Real Estate Japan Strategy Fund I (Business Wire)
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Sep-05-25 04:11PM	Big Tech Titans Including Nvidia, Google And Bill Gates Back $863 Million Bet On Nuclear Fusion As Next Energy Revolution (Benzinga)
04:01PM	Adjournment of Annual Meeting of Shareholders of Eaton Vance Municipal Bond Fund (Business Wire)
12:53PM	Broadcom stock soars as Wall Street cheers AI chips as 'leading alternative' to Nvidia (Yahoo Finance)
12:29PM	The Jobs Report Was Bad. It's Hitting Bank and Brokerage Stocks. (Barrons.com)
08:30AM	Eaton Vance Municipal Bond Fund Announces Preliminary Results of Tender Offer (Business Wire)
Sep-03-25 02:23PM	Industrials are our top pick of the year, says Morgan Stanley's Katerina Simonetti (CNBC TV)
12:26PM	Morgan Stanley Advisor Team That Managed $1.1 Billion Joins United Capital (Barrons.com)
11:45AM	Western Digital Stock Has Been Named a Top Pick by Morgan Stanley. How the Laggard Could Become a Winner. (Barrons.com)
11:33AM	BAC, JPM, MS, C, BCS & 5 Other Big Banks Win U.S. Antitrust Lawsuit (Zacks)
09:21AM	Western Digital rises as Morgan Stanley elevates stock to Top Pick (Investing.com)
07:08AM	Flood insurer Neptune files for IPO (Investing.com)
Sep-02-25 05:50PM	Morgan Stanley (MS) Suffers a Larger Drop Than the General Market: Key Insights (Zacks)
04:05PM	E*TRADE from Morgan Stanley Releases Monthly Sector Rotation Study (Business Wire)
12:00PM	All You Need to Know About Morgan Stanley (MS) Rating Upgrade to Buy (Zacks)
11:00AM	Gemini plans $317M raise in Nasdaq IPO at $2.2B valuation (TheStreet)
08:06AM	Morgan Stanley wants Fed to lower its stress capital buffer (Banking Dive)
06:48AM	The Zacks Analyst Blog Highlights Alphabet, Morgan Stanley, ServiceNow, New England Realty Associates and Bridger Aerospace (Zacks)
Sep-01-25 03:22PM	This Wall Street heavyweight predicts interest rates could go even lower than markets think (MarketWatch)
12:04PM	Morgan Stanley Appeals for Reconsideration of Stress Capital Buffer (Zacks)
08:30AM	If You Invested $1000 in Morgan Stanley a Decade Ago, This is How Much It'd Be Worth Now (Zacks)
06:34AM	2 New IPOs on the Street Morgan Stanley Chooses the Superior Stock to Buy (TipRanks)
Aug-31-25 08:00AM	Sports Stars Turned Advisors Help Guide Next-Gen Athletes (The Daily Upside)
Aug-29-25 07:02PM	ESPN Bet's FanCenter is key new product launch in sports betting space: Morgan Stanley's Grambling (CNBC TV)
04:36PM	Morgan Stanley Asks Fed to Lower Banks Capital Requirement (Bloomberg)
04:20PM	Morgan Stanley Statement on Stress Capital Buffer (Business Wire)
04:05PM	Fed announces new capital levels for large banks, Morgan Stanley appealing result (Reuters)
02:29PM	To fuel AI's insatiable appetite, Nvidia and Big Tech are doubling down on nuclear (MarketWatch)
01:53PM	Top Stock Reports for Alphabet, Morgan Stanley & ServiceNow (Zacks)
06:53AM	Morgan Stanley again adjusts its Fed forecast, now sees 4 cuts in 2026 (Investing.com)
01:00AM	Citadel's Ken Griffin on Markets, the Fed, and Building His Firm for the Next Century (Barrons.com)
Aug-28-25 11:36PM	Q2 Earnings Highlights: Morgan Stanley (NYSE:MS) Vs The Rest Of The Investment Banking & Brokerage Stocks (StockStory)
07:10PM	Analyst Report: Morgan Stanley (Morningstar Research)
06:50PM	Nvidia and Google cash in on AI inference as AMD racks up losses (DigiTimes)
03:00PM	NVIDIA Vs. CoreWeave: Which Stock Offers Greater AI Upside? (Zacks)
09:57AM	There's a dislocation between sentiment and fundamentals, says Morgan Stanley's Andrew Slimmon (CNBC TV)
Aug-27-25 11:51AM	Morgan Stanley Likes These Restaurant Stocks. Here's Why. (Investopedia)
11:40AM	GS vs. MS: Which Stock Should Value Investors Buy Now? (Zacks)
Aug-26-25 06:30PM	AI could add $16T to the S&P 500, Morgan Stanley projects (Yahoo Finance Video)
09:40AM	Is Morgan Stanley (MS) Outperforming Other Finance Stocks This Year? (Zacks)
09:00AM	Morgan Stanley (MS) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
07:54AM	Morgan Stanley sees Fed rate cuts beginning in September (Investing.com)
Aug-25-25 05:28PM	Why Keurig Dr Pepper Stock Tanked by More Than 11% Today (Motley Fool)
02:48PM	How AI adoption will impact the workplace. Morgan Stanley's Stephen Byrd breaks it down (CNBC TV)
02:00PM	Heres how much money companies can save by using AI to replace human workers (FastCompany)
01:20PM	Will the Nio stock rally change the narrative? Morgan Stanley weighs in (Investing.com)
Aug-22-25 05:50PM	Morgan Stanley (MS) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
02:56PM	Why Morgan Stanley (MS) Stock Is Trading Up Today (StockStory)
11:49AM	Morgan Stanley Wins Another Deferred Comp Case (Wealth Management)
11:30AM	Why Is Raymond James Financial (RJF) Down 2.9% Since Last Earnings Report? (Zacks)
08:04AM	CPI and jobs data, not Jackson Hole, will determine the Feds course (Investing.com)
06:33AM	Exclusive-US banks lobby regulators for national standards to curb state influence, sources say (Reuters)
03:00AM	Why Morgan Stanley open-sourced its app development tool (CIO Dive)
Aug-21-25 04:54PM	Inflation surge, hiring cuts are coming as firms tariff tactics near limits: MS (Investing.com)
03:30PM	Walmart's weak profit growth wasn't as good as it could've been, says Morgan Stanley's Simeon Gutman (CNBC TV)
08:06AM	CRWV: Jane Street's Big Bet Sparks CoreWeave Stock Rally (GuruFocus.com)
08:01AM	Option market underpricing chance of big market moves around Jackson Hole meeting, says Goldman Sachs (MarketWatch)
07:55AM	Why is the stock market so resilient to policy risks (Investing.com)
06:30AM	Tech Stocks Slide as AI Reality Lags Behind Hype (The Daily Upside)
Aug-20-25 11:45AM	This is Why Morgan Stanley (MS) is a Great Dividend Stock (Zacks)
10:42AM	CSI 300 could rally further despite testing 10-year highs: Morgan Stanley (Investing.com)
Aug-19-25 03:21PM	Stocks are in the beginning of a new bull market, says Morgan Stanley's Mike Wilson (CNBC TV)
02:21PM	Mega cap tech is under-owned in the market, says Morgan Stanley's Erik Woodring (CNBC TV)
12:34PM	IPO & M&A Market Rebound: What it Means for Goldman's IB Business (Zacks)
12:29PM	The AI revolution will cut nearly $1 trillion a year out of S&P 500 budgets, Morgan Stanley sayslargely from agents and robots doing human jobs (Fortune)
Aug-18-25 07:44AM	What are the risk scenarios if the Fed stays on hold this year (Investing.com)
Aug-17-25 09:00AM	Morgan Stanley exec: 3 ways staying with your company can compound your workplace benefits (Fortune)
Aug-15-25 04:30PM	Morgan Stanley Declares Dividends on Its Preferred Stock (Business Wire)
04:03PM	Market broadening could happen in second half of the year, says Morgan Stanley's Aaron Dunn (CNBC TV)
01:47PM	Wells Fargo Expands in Louisiana, Recruits $1.7 Billion Morgan Stanley Team (Barrons.com)
12:21PM	Wealth Management Veteran Joe Duran: Here Are the Forces Changing the RIA Landscape (Barrons.com)

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
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
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

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MS

Morgan Stanley

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