Index S&P 500
P/E 16.63
EPS (ttm) 6.07
Insider Own 23.56%
Shs Outstand 1.63B
Perf Week 2.81%
Market Cap 163.42B
Forward P/E 13.26
EPS next Y 7.62
Insider Trans -0.10%
Shs Float 1.24B
Perf Month 0.32%
Income 9.85B
PEG 0.90
EPS next Q 1.63
Inst Own 61.23%
Short Float 1.20%
Perf Quarter 5.04%
Sales 102.76B
P/S 1.59
EPS this Y 34.97%
Inst Trans -1.03%
Short Ratio 2.33
Perf Half Y 8.15%
Book/sh 56.80
P/B 1.78
EPS next Y 8.96%
ROA 0.88%
Short Interest 14.86M
Perf Year 15.92%
Cash/sh -
P/C -
EPS next 5Y 18.45%
ROE 10.36%
52W Range 69.42 - 109.11
Perf YTD 8.32%
Dividend Est. 3.56 (3.52%)
P/FCF -
EPS past 5Y 1.84%
ROI 2.61%
52W High -7.42%
Beta 1.36
Dividend TTM 3.48 (3.44%)
Quick Ratio -
Sales past 5Y 15.18%
Gross Margin -
52W Low 45.51%
ATR (14) 2.15
Dividend Ex-Date Jul 31, 2024
Current Ratio 1.45
EPS Y/Y TTM 6.85%
Oper. Margin 13.24%
RSI (14) 55.08
Volatility 1.70% 2.05%
Employees 80000
Debt/Eq 3.72
Sales Y/Y TTM 23.48%
Profit Margin 9.59%
Recom 2.65
Target Price 105.47
Option/Short Yes / Yes
LT Debt/Eq 2.75
EPS Q/Q 47.14%
Payout 62.71%
Rel Volume 0.77
Prev Close 100.73
Sales Surprise 4.87%
EPS Surprise 10.08%
Sales Q/Q 12.45%
Earnings Jul 16 BMO
Avg Volume 6.38M
Price 101.01
SMA20 1.14%
SMA50 0.67%
SMA200 7.68%
Trades
Volume 4,357,884
Change 0.28%
Date
Action
Analyst
Rating Change
Price Target Change
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
Oct-05-22 Downgrade
Atlantic Equities
Overweight → Neutral
$95 → $85
Sep-06-22 Downgrade
Odeon
Hold → Sell
May-03-22 Upgrade
Oppenheimer
Perform → Outperform
$111
Jan-28-22 Downgrade
Odeon
Buy → Hold
Show Previous Ratings
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Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 CRAWLEY MANDELL Chief Human Resources Officer May 14 '24 Sale 99.61 6,954 692,663 46,274 May 16 09:04 PM GORMAN JAMES P Executive Chairman Apr 18 '24 Sale 90.21 100,000 9,020,530 414,870 Apr 19 04:06 PM Smith Charles Aubrey III Chief Risk Officer Apr 17 '24 Sale 90.09 11,200 1,009,019 126,190 Apr 19 04:05 PM SAPERSTEIN ANDREW M Co-President Feb 12 '24 Sale 87.19 26,655 2,324,092 286,835 Feb 14 04:19 PM GORMAN JAMES P Executive Chairman Feb 12 '24 Sale 87.30 100,000 8,730,220 350,000 Feb 14 04:19 PM SAPERSTEIN ANDREW M Co-President Jan 30 '24 Sale 87.92 10,000 879,170 313,490 Feb 01 04:22 PM AKRAM RAJA Deputy Chief Financial Officer Jan 30 '24 Sale 87.41 4,500 393,346 93,134 Feb 01 04:21 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 31 '24 Sale 88.55 26,562 2,352,001 234,627 Feb 01 04:20 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 30 '24 Sale 87.81 26,563 2,332,595 261,189 Feb 01 04:20 PM GORMAN JAMES P Executive Chairman Jan 26 '24 Sale 87.93 50,000 4,396,400 379,701 Jan 26 04:36 PM GORMAN JAMES P Executive Chairman Jan 25 '24 Sale 87.93 50,000 4,396,435 400,000 Jan 25 04:03 PM AKRAM RAJA Deputy Chief Financial Officer Jan 18 '24 Sale 83.56 7,000 584,928 97,634 Jan 19 04:22 PM SAPERSTEIN ANDREW M Co-President Jan 19 '24 Sale 84.13 10,000 841,344 323,490 Jan 19 04:15 PM MORGAN STANLEY 10% Owner Oct 05 '23 Sale 50000.00 135 6,750,000 0 Oct 10 08:22 PM
Index RUT
P/E -
EPS (ttm) -1.65
Insider Own 12.33%
Shs Outstand 50.33M
Perf Week 6.26%
Market Cap 4.39B
Forward P/E 59.24
EPS next Y 1.34
Insider Trans 0.03%
Shs Float 48.43M
Perf Month 0.71%
Income -89.70M
PEG -
EPS next Q 0.23
Inst Own 84.96%
Short Float 4.81%
Perf Quarter 8.68%
Sales 678.00M
P/S 6.47
EPS this Y 328.39%
Inst Trans -2.91%
Short Ratio 5.24
Perf Half Y -6.23%
Book/sh -1.42
P/B -
EPS next Y 39.74%
ROA -8.65%
Short Interest 2.33M
Perf Year -26.16%
Cash/sh 13.41
P/C 5.92
EPS next 5Y -
ROE -2762.53%
52W Range 65.47 - 109.31
Perf YTD -21.79%
Dividend Est. -
P/FCF 70.12
EPS past 5Y -15.49%
ROI -12.66%
52W High -27.35%
Beta 1.05
Dividend TTM -
Quick Ratio 1.76
Sales past 5Y 20.90%
Gross Margin 76.56%
52W Low 21.29%
ATR (14) 2.31
Dividend Ex-Date -
Current Ratio 1.76
EPS Y/Y TTM 20.42%
Oper. Margin -9.64%
RSI (14) 61.81
Volatility 2.96% 2.84%
Employees 2526
Debt/Eq -
Sales Y/Y TTM 16.52%
Profit Margin -13.23%
Recom 1.45
Target Price 98.88
Option/Short Yes / Yes
LT Debt/Eq -
EPS Q/Q 17.87%
Payout -
Rel Volume 0.59
Prev Close 79.25
Sales Surprise 1.30%
EPS Surprise -8.99%
Sales Q/Q 14.50%
Earnings Aug 01 AMC
Avg Volume 444.77K
Price 79.41
SMA20 4.58%
SMA50 5.77%
SMA200 -4.37%
Trades
Volume 232,680
Change 0.20%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-28-23 Initiated
Wolfe Research
Outperform
$120
Oct-21-22 Initiated
Goldman
Buy
$101
Sep-01-22 Initiated
Citigroup
Buy
$86
May-04-22 Downgrade
Stifel
Buy → Hold
$120 → $80
Feb-23-22 Reiterated
BMO Capital Markets
Outperform
$135 → $127
Feb-01-22 Initiated
BMO Capital Markets
Outperform
$135
Dec-22-21 Resumed
Stifel
Buy
$175 → $150
Dec-17-20 Upgrade
Morgan Stanley
Underweight → Equal-Weight
$82
Nov-10-20 Initiated
Berenberg
Buy
$88
Nov-11-19 Initiated
Goldman
Neutral
$46
Oct-16-19 Reiterated
Morgan Stanley
Underweight
$46 → $42
Sep-25-18 Upgrade
Robert W. Baird
Neutral → Outperform
Sep-18-18 Downgrade
Morgan Stanley
Equal-Weight → Underweight
Feb-23-18 Downgrade
Raymond James
Outperform → Mkt Perform
Jun-27-17 Initiated
SunTrust
Buy
$22
Feb-28-17 Downgrade
Robert W. Baird
Outperform → Neutral
$15
Jan-23-17 Downgrade
Morgan Stanley
Overweight → Equal-Weight
Nov-10-16 Downgrade
Credit Suisse
Outperform → Neutral
Sep-08-16 Reiterated
Stifel
Buy
$20 → $22
Nov-06-15 Reiterated
Northland Capital
Outperform
$20 → $25
Show Previous Ratings
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Workiva, Inc. engages in the provision of cloud-based compliance and regulatory reporting solutions that are designed to solve business challenges at the intersection of data, process, and people. Its platform includes Wdesk, which offers controlled collaboration, data linking, data integrations, granular permissions, process management, and a full audit trail. The company was founded by Matthew M. Rizai, Jerome M. Behar, Martin J. Vanderploeg, Joseph H. Howell, Jeffrey D. Trom, and Daniel J. Murray in August 2008 and is headquartered in Ames, IA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Hawkins Michael D. EVP, Sales Sep 13 '24 Sale 74.60 2,761 205,971 49,887 Sep 16 04:42 PM VANDERPLOEG MARTIN J. Director Sep 11 '24 Buy 70.06 4,000 280,243 345,869 Sep 13 04:15 PM MICHAEL D. HAWKINS Officer Sep 13 '24 Proposed Sale 74.60 2,761 205,978 Sep 13 04:05 PM Ziegler Brandon EVP, CLO, CAO & Corp Secretary Aug 15 '24 Sale 79.46 3,750 297,975 90,160 Aug 19 04:16 PM VANDERPLOEG MARTIN J. Director Aug 16 '24 Buy 78.91 4,000 315,640 341,869 Aug 19 04:13 PM BRANDON E. ZIEGLER Officer Aug 15 '24 Proposed Sale 79.46 3,750 297,991 Aug 15 04:48 PM VANDERPLOEG MARTIN J. Director Aug 09 '24 Buy 74.99 4,000 299,954 337,869 Aug 13 04:27 PM Hawkins Michael D. EVP, Sales May 08 '24 Sale 81.46 3,435 279,815 55,487 May 10 04:29 PM Hawkins Michael D. EVP, Sales Feb 26 '24 Sale 86.87 2,381 206,837 62,453 Feb 27 04:31 PM Hawkins Michael D. EVP, Sales Feb 02 '24 Sale 93.62 11,439 1,070,919 62,453 Feb 05 05:25 PM Klindt Jill EVP, CFO & Treasurer Dec 11 '23 Sale 95.20 2,931 279,031 80,197 Dec 13 04:11 PM Ziegler Brandon EVP, CLO, CAO & Corp Secretary Nov 06 '23 Sale 88.50 1,370 121,245 85,523 Nov 07 04:23 PM Herz Robert H Director Nov 03 '23 Sale 89.32 1,500 133,980 23,651 Nov 07 04:18 PM Hawkins Michael D. EVP, Sales Nov 02 '23 Sale 85.27 1,995 170,114 59,103 Nov 06 04:12 PM
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