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WK

Workiva Inc

Feb 10 • 04:00PM ET

69.96

+1.22 1.77 %

Technology • Software - Application • USA • NYSE

Peers: MSFT INTU ADBE GOOGL TEAM NOW SAP ORCL CRM BOX

| Held by: VTI VGT VB IWM VBK VXF SKYY IWO VTWO SCHA

Index	RUT	P/E	-	EPS (ttm)	-0.84	Insider Own	11.61%	Shs Outstand	52.31M	Perf Week	-2.83%
Market Cap	3.93B	Forward P/E	32.26	EPS next Y	2.17	Insider Trans	-0.05%	Shs Float	49.61M	Perf Month	-21.84%
Enterprise Value	3.86B	PEG	0.65	EPS next Q	0.69	Inst Own	92.15%	Short Float	7.89%	Perf Quarter	-21.39%
Income	-46.80M	P/S	4.64	EPS this Y	74.06%	Inst Trans	10.66%	Short Ratio	5.60	Perf Half Y	-2.81%
Sales	845.52M	P/B	-	EPS next Y	32.55%	ROA	-3.45%	Short Interest	3.92M	Perf YTD	-18.89%
Book/sh	-0.66	P/C	4.58	EPS next 5Y	49.37%	ROE	-	52W High	100.59 -30.45%	Perf Year	-27.76%
Cash/sh	15.28	P/FCF	30.11	EPS past 3/5Y	-10.45% 0.61%	ROIC	-6.88%	52W Low	60.50 15.64%	Perf 3Y	-21.99%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	18.56% 19.92%	Gross Margin	77.53%	Volatility	4.48% 4.36%	Perf 5Y	-34.70%
Dividend TTM	-	EV/Sales	4.57	EPS Y/Y TTM	8.58%	Oper. Margin	-7.52%	ATR (14)	3.34	Perf 10Y	507.29%
Dividend Ex-Date	-	Quick Ratio	1.50	Sales Y/Y TTM	19.86%	Profit Margin	-5.54%	RSI (14)	28.40	Recom	1.36
Dividend Gr. 3/5Y	- -	Current Ratio	1.50	EPS Q/Q	115.67%	SMA20	-10.77%	Beta	0.62	Target Price	106.27
Payout	-	Debt/Eq	-	Sales Q/Q	20.77%	SMA50	-17.21%	Rel Volume	1.40	Prev Close	68.74
Employees	2828	LT Debt/Eq	-	Earnings	Feb 19 AMC	SMA200	-11.16%	Avg Volume	698.79K	Price	69.96
IPO	Dec 12, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	42.71% 2.40%	Trades		Volume	1,101,068	Change	1.77%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-17-25	Initiated	BTIG Research	Buy	$105
Nov-06-25	Reiterated	BMO Capital Markets	Outperform	$100 → $103
Sep-30-25	Reiterated	BMO Capital Markets	Outperform	$90 → $100
Apr-22-25	Initiated	Exane BNP Paribas	Outperform	$100
Mar-19-25	Initiated	Stephens	Overweight	$111
Jan-03-25	Upgrade	Raymond James	Mkt Perform → Outperform	$135
Dec-18-24	Upgrade	Stifel	Hold → Buy	$102 → $130
Nov-07-24	Reiterated	BMO Capital Markets	Outperform	$96 → $104
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

Show Previous Ratings

Feb-09-26 11:31PM	2 Small-Cap Stocks for Long-Term Investors and 1 We Ignore (StockStory)
Feb-04-26 11:36PM	1 Cash-Heavy Stock on Our Watchlist and 2 Facing Challenges (StockStory)
Feb-03-26 02:50PM	Workiva, Zscaler, Commerce, Box, and LiveRamp Shares Plummet, What You Need To Know (StockStory) -5.93%
09:00AM	Workiva Executive Benchmark Survey Finds Instability is Accelerating Data Automation and Governance in 2026 (Business Wire)
Feb-01-26 11:39PM	3 Low-Volatility Stocks That Concern Us (StockStory)
05:57AM	Loading…
Jan-31-26 05:57AM	2 Under-the-Radar Artificial Intelligence (AI) Stocks to Watch Closely in February (Motley Fool)
Jan-28-26 04:05PM	Workiva Announces Two New Appointments to Board of Directors (Business Wire) -6.18%
08:05AM	Automatic Data Processing (ADP) Q2 Earnings Top Estimates (Zacks)
Jan-21-26 04:05PM	Workiva Sets Date for Fourth Quarter and Full Year 2025 Financial Release and Conference Call (Business Wire)
Jan-19-26 11:32PM	3 Growth Stocks We Think Twice About (StockStory)
Jan-08-26 11:31PM	1 of Wall Street's Favorite Stock with Exciting Potential and 2 We Question (StockStory)
Dec-31-25 11:04PM	2 Reasons to Avoid WK and 1 Stock to Buy Instead (StockStory)
04:36AM	4 Super Stocks at the Top of My Watch List for 2026 (Motley Fool)
Dec-28-25 11:05PM	2 Reasons WK is Risky and 1 Stock to Buy Instead (StockStory)
Dec-24-25 10:27AM	Do Options Traders Know Something About Workiva Stock We Don't? (Zacks)
01:00PM	Loading…
Dec-17-25 01:00PM	Why Workiva (WK) Stock Is Up Today (StockStory)
Dec-12-25 05:16AM	1 Glorious Growth Stock to Buy Hand Over Fist Heading Into 2026, According to Wall Street (Motley Fool)
Dec-10-25 09:25AM	Workiva Appoints Barbara Larson as EVP & Chief Financial Officer to Drive Operational Excellence (Business Wire)
Dec-07-25 11:41PM	2 Cash-Heavy Stocks with Competitive Advantages and 1 Facing Headwinds (StockStory)
Dec-04-25 10:35PM	Q3 Earnings Highlights: Workiva (NYSE:WK) Vs The Rest Of The Finance and HR Software Stocks (StockStory)
09:10AM	Should You Invest in Workiva (WK)? (Insider Monkey)
Dec-03-25 04:05PM	Workiva to Present at Upcoming Investor Conference (Business Wire)
Dec-01-25 09:25AM	Workiva Appoints Deepak Bharadwaj as EVP & Chief Product Officer to Fuel AI-Powered Platform Innovation (Business Wire)
Nov-23-25 11:32PM	1 Growth Stock to Stash and 2 We Brush Off (StockStory)
Nov-16-25 11:45PM	3 Cash-Producing Stocks Walking a Fine Line (StockStory)
Nov-12-25 12:33AM	Workiva's Q3 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Nov-09-25 04:28AM	1 Glorious Growth Stock Down 48% to Buy Hand Over Fist, According to Wall Street (Motley Fool)
Nov-06-25 11:35AM	Why Are Workiva (WK) Shares Soaring Today (StockStory) +5.85%
09:16AM	WK Q3 Deep Dive: Large-Deal Momentum, Margin Expansion, and Platform Upgrades (StockStory)
12:09AM	Workiva Inc (WK) Q3 2025 Earnings Call Highlights: Strong Subscription Growth and Strategic ... (GuruFocus.com)
07:30PM	Loading…
Nov-05-25 07:30PM	Workiva (WK) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
06:40PM	Workiva (WK) Q3 Earnings and Revenues Beat Estimates (Zacks)
05:44PM	Workiva: Q3 Earnings Snapshot (Associated Press Finance)
05:14PM	Workiva (NYSE:WK) Posts Better-Than-Expected Sales In Q3, Stock Soars (StockStory)
04:06PM	Workiva Appoints Michael Pinto as Chief Revenue Officer (Business Wire)
04:05PM	Workiva Inc. Announces Third Quarter 2025 Financial Results (Business Wire)
07:15AM	Meta Slumps on AI Spending, Echoing 2022 Metaverse Rout (Bloomberg)
Nov-04-25 07:34AM	Workiva Inc (WK) Q3 2025 Earnings Report Preview: What to Expect (GuruFocus.com)
Nov-03-25 10:21PM	Workiva Earnings: What To Look For From WK (StockStory)
Nov-02-25 12:31AM	3 Low-Volatility Stocks We Think Twice About (StockStory)
Oct-29-25 08:05AM	Automatic Data Processing (ADP) Q1 Earnings and Revenues Top Estimates (Zacks)
Oct-27-25 07:44AM	1 Safe-and-Steady Stock to Own for Decades and 2 We Brush Off (StockStory)
Oct-08-25 09:15AM	Workiva Inc. Sets Date for Third Quarter 2025 Financial Release and Conference Call (Business Wire)
Oct-07-25 06:00AM	1 Glorious Growth Stock Down 49% to Buy Hand Over Fist in October (Motley Fool)
Oct-02-25 12:31AM	3 Small-Cap Stocks That Concern Us (StockStory)
Sep-29-25 03:03PM	Irenic Issues Presentation Detailing Multiple Pathways to Reverse Underperformance and Accelerate Value Creation at Workiva (Business Wire)
Sep-19-25 12:42AM	1 Volatile Stock with Exciting Potential and 2 Facing Challenges (StockStory)
Sep-12-25 10:05AM	Here's What Led Workiva (WK) Stock's 10% Decline in Q2 (Insider Monkey)
Sep-11-25 12:30AM	2 Software Stocks Worth Your Attention and 1 We Brush Off (StockStory)
Sep-09-25 08:00AM	Workiva Unveils Intelligent Finance, GRC, and Sustainability to Accelerate AI Transformation for the Office of the CFO (Business Wire) -5.15%
Sep-02-25 12:36AM	1 Unprofitable Stock to Keep an Eye On and 2 We Find Risky (StockStory) -6.02%
Aug-28-25 11:34PM	Finance and HR Software Stocks Q2 Recap: Benchmarking Workiva (NYSE:WK) (StockStory)
Aug-21-25 05:37AM	2 Growth Stocks Set to Flourishand 1 Facing Headwinds (StockStory)
Aug-12-25 10:50PM	WK Q2 Deep Dive: Broad-Based Platform Demand and Margin Expansion Fuel Guidance Raise (StockStory)
10:50PM	Workiva's Q2 Earnings Call: Our Top 5 Analyst Questions (StockStory)
12:01AM	2 Reasons to Watch WK and 1 to Stay Cautious (StockStory)
Aug-07-25 12:32AM	2 Small-Cap Stocks with Competitive Advantages and 1 Facing Challenges (StockStory)
Aug-05-25 04:19AM	1 Glorious Growth Stock Down 47% to Buy on the Dip, According to Wall Street (Motley Fool)
Aug-01-25 04:20PM	Why Workiva Stock Rocketed More Than 31% Higher Today (Motley Fool) +32.07%
12:21PM	Why Are Workiva (WK) Shares Soaring Today (StockStory)
Jul-31-25 07:00PM	Workiva (WK) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
06:10PM	Workiva (WK) Q2 Earnings and Revenues Top Estimates (Zacks)
05:15PM	Workiva's (NYSE:WK) Q2: Strong Sales, Stock Soars (StockStory)
05:04PM	Workiva: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Workiva Inc. Announces Second Quarter 2025 Financial Results (Business Wire)
01:43PM	Apple Rebound Looks Elusive as AI Woes Draw Investor Scrutiny (Bloomberg)
Jul-30-25 09:36AM	Workiva Inc (WK) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jul-29-25 11:20PM	Earnings To Watch: Workiva (WK) Reports Q2 Results Tomorrow (StockStory)
Jul-28-25 12:33AM	2 Cash-Producing Stocks Worth Your Attention and 1 We Brush Off (StockStory)
Jul-07-25 09:15AM	Workiva Inc. Sets Date for Second Quarter 2025 Financial Release and Conference Call (Business Wire)
12:40AM	2 of Wall Street's Favorite Stocks to Research Further and 1 to Be Wary Of (StockStory)
Jul-04-25 11:31AM	Olo (OLO) Surges 13.6%: Is This an Indication of Further Gains? (Zacks)
Jun-30-25 02:52AM	Citi Maintained a Buy rating on Workiva (WK), Keeps the PT unchanged (Insider Monkey)
Jun-26-25 05:42PM	Workiva's Q1 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Jun-20-25 09:37AM	Workiva Inc. (WK) Appoints Astha Malik to Its Board of Directors (Insider Monkey)
Jun-19-25 04:49AM	2 Glorious Growth Stocks Down 36% and 57% You'll Wish You'd Bought on the Dip, According to Wall Street (Motley Fool)
Jun-17-25 12:31AM	1 Small-Cap Stock to Research Further and 2 to Keep Off Your Radar (StockStory)
May-29-25 01:00PM	Workiva Welcomes SaaS Executive Astha Malik as New Board Director (Business Wire)
May-28-25 11:31PM	Finance and HR Software Stocks Q1 Highlights: Workiva (NYSE:WK) (StockStory)
04:15PM	Workiva Inc. to Participate in Upcoming Investor Conferences (Business Wire)
May-22-25 12:37AM	1 Unprofitable Stock Worth Your Attention and 2 to Question (StockStory)
May-16-25 08:01AM	WK Q1 Earnings Call: Management Cites Platform Differentiation Amid Macroeconomic Caution (StockStory)
May-05-25 07:45AM	1 Overlooked Growth Stock Down 55% to Buy on the Dip, According to Wall Street (Motley Fool)
May-04-25 05:25AM	Workiva: Focus On The Long Haul (Seeking Alpha)
May-02-25 06:48AM	Q1 2025 Workiva Inc Earnings Call (Thomson Reuters StreetEvents) -9.38%
03:19AM	Workiva Inc (WK) Q1 2025 Earnings Call Highlights: Strong Subscription Growth Amid Cautious Market (GuruFocus.com)
May-01-25 08:09PM	Workiva Inc. (WK) Q1 2025 Earnings Call Transcript (Seeking Alpha)
07:00PM	Workiva (WK) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:25PM	Workiva (WK) Tops Q1 Earnings and Revenue Estimates (Zacks)
05:22PM	Workiva: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Workiva Inc. Announces First Quarter 2025 Financial Results (Business Wire)
Apr-29-25 07:05PM	Snap (SNAP) Q1 Earnings Match Estimates (Zacks)
09:32AM	Workiva (WK) Fell Despite Reporting Strong Results (Insider Monkey)
05:01AM	Unpacking Q4 Earnings: Marqeta (NASDAQ:MQ) In The Context Of Other Finance and HR Software Stocks (StockStory)
Apr-24-25 09:09AM	1 Cash-Producing Stock Worth Your Attention and 2 to Be Wary Of (StockStory)
Apr-17-25 11:20AM	Exclusive Workiva Report: CSRD Year One in Review (ACCESSWIRE)
Apr-16-25 11:08AM	Federal Mandates Drive Workiva: Buy, Sell or Hold the Stock? (Zacks)
05:01AM	Spotting Winners: Workiva (NYSE:WK) And Finance and HR Software Stocks In Q4 (StockStory)
Apr-15-25 08:33AM	Federal Government Demands Digital Overhaul for CFOs, Workiva Positioned as Key Solution (Business Wire)
Apr-11-25 04:00PM	Workiva: What Businesses Need to Know About CSRD Omnibus Proposals (ACCESSWIRE)

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
Matthew Rizai	10% Owner	Jan 21 '26	Proposed Sale	80.00	30,364	2,429,120		Jan 21 03:39 PM
Matthew Rizai	10% Owner	Jan 02 '26	Proposed Sale	86.61	25,980	2,250,000		Jan 02 04:07 PM
MATTHEW RIZAI	10% Owner	Dec 17 '25	Proposed Sale	88.46	60,000	5,307,828		Dec 17 05:00 PM
MULCAHY DAVID S.	Director	Dec 10 '25	Sale	91.50	1,162	106,323	240,373	Dec 12 04:13 PM
Herz Robert H	Director	Dec 10 '25	Sale	91.44	1,500	137,160	35,802	Dec 12 04:10 PM
ROBERT HERZ	Director	Dec 10 '25	Proposed Sale	91.44	1,500	137,160		Dec 10 04:11 PM
MICHAEL HAWKINS	Officer	Dec 04 '25	Proposed Sale	92.15	12,000	1,105,850		Dec 04 05:56 PM
MULCAHY DAVID S.	Director	Nov 26 '25	Sale	92.01	808	74,344	241,535	Dec 01 04:16 PM
MULCAHY DAVID S.	Director	Nov 25 '25	Proposed Sale	92.62	120,000	11,114,400		Nov 25 04:57 PM
MATTHEW RIZAI	10% Owner	Nov 12 '25	Proposed Sale	93.01	78,421	7,294,204		Nov 12 04:51 PM
MICHAEL HAWKINS	Officer	Nov 11 '25	Proposed Sale	92.28	12,250	1,130,486		Nov 12 10:25 AM
MATTHEW RIZAI	10% Owner	Oct 13 '25	Proposed Sale	88.69	50,000	4,434,375		Oct 14 08:53 AM
MATTHEW RIZAI	10% Owner	Oct 03 '25	Proposed Sale	87.50	40,000	3,499,992		Oct 03 04:45 PM
RIZAI MATTHEW M	>10% of voting rights	Aug 01 '25	Proposed Sale	77.65	50,000	3,882,500		Aug 01 01:11 PM
RIZAI MATTHEW M	Greater than 10% of voting rig	Jul 14 '25	Proposed Sale	67.14	100,000	6,714,000		Jul 14 02:28 PM
Klindt Jill	EVP, CFO & Treasurer	May 23 '25	Sale	67.10	7,773	521,568	107,581	May 27 04:13 PM
JILL KLINDT	Officer	May 23 '25	Proposed Sale	67.09	7,773	521,489		May 23 04:01 PM
RIZAI MATTHEW M	144 Affiliate	May 19 '25	Proposed Sale	70.03	28,200	1,974,966		May 19 02:01 PM
VANDERPLOEG MARTIN J.	Director	Apr 15 '25	Option Exercise	14.74	84,210	1,241,255	398,699	Apr 17 04:16 PM
Herz Robert H	Director	Mar 14 '25	Sale	88.66	1,500	132,990	36,809	Mar 14 08:27 PM
Herz Robert H	Director	Mar 14 '25	Sale	88.70	1,000	88,700	34,084	Mar 14 08:27 PM
ROBERT H HERZ IRREV TRUST	Director	Mar 14 '25	Proposed Sale	88.66	1,500	132,990		Mar 14 04:37 PM
ROBERT HERZ	Director	Mar 14 '25	Proposed Sale	88.70	1,000	88,700		Mar 14 04:31 PM
Hawkins Michael D.	EVP, Sales	Mar 13 '25	Sale	85.91	8,992	772,503	52,306	Mar 14 04:12 PM
MICHAEL HAWKINS	Officer	Mar 13 '25	Proposed Sale	85.91	8,992	772,497		Mar 13 04:03 PM
Hawkins Michael D.	EVP, Sales	Mar 07 '25	Sale	85.43	10,421	890,266	61,298	Mar 07 05:24 PM
Ziegler Brandon	EVP, CLO, CAO & Corp Secretary	Mar 07 '25	Sale	85.72	4,115	352,738	103,509	Mar 07 05:24 PM
Klindt Jill	EVP, CFO & Treasurer	Mar 07 '25	Sale	85.04	5,593	475,629	119,054	Mar 07 05:22 PM
MICHAEL HAWKINS	Officer	Mar 07 '25	Proposed Sale	85.43	10,421	890,316		Mar 07 05:18 PM
JILL KLINDT	Officer	Mar 07 '25	Proposed Sale	85.04	5,593	475,601		Mar 07 05:14 PM
BRANDON ZIELGER	Officer	Mar 07 '25	Proposed Sale	85.72	4,115	352,743		Mar 07 04:12 PM

Open in Screener

MS

Morgan Stanley

Feb 10 • 04:00PM ET

177.89

-4.46 -2.45 %

Financial • Capital Markets • USA • NYSE

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

| Held by: VTI VOO IVV SPY VTV XLF VIG VYM KBWB IWD

Index	S&P 500	P/E	17.43	EPS (ttm)	10.21	Insider Own	23.93%	Shs Outstand	1.58B	Perf Week	-2.74%
Market Cap	282.72B	Forward P/E	14.45	EPS next Y	12.31	Insider Trans	-0.06%	Shs Float	1.21B	Perf Month	-4.52%
Enterprise Value	-	PEG	1.60	EPS next Q	2.92	Inst Own	62.37%	Short Float	1.17%	Perf Quarter	9.57%
Income	16.25B	P/S	2.36	EPS this Y	10.23%	Inst Trans	0.21%	Short Ratio	2.23	Perf Half Y	23.64%
Sales	119.70B	P/B	3.06	EPS next Y	9.37%	ROA	1.28%	Short Interest	14.10M	Perf YTD	0.20%
Book/sh	58.20	P/C	-	EPS next 5Y	9.03%	ROE	16.34%	52W High	192.68 -7.68%	Perf Year	29.55%
Cash/sh	-	P/FCF	27.33	EPS past 3/5Y	18.39% 9.57%	ROIC	3.66%	52W Low	94.33 88.58%	Perf 3Y	80.71%
Dividend Est.	4.23 (2.38%)	EV/EBITDA	-	Sales past 3/5Y	21.94% 17.75%	Gross Margin	-	Volatility	3.46% 2.85%	Perf 5Y	139.32%
Dividend TTM	3.92 (2.21%)	EV/Sales	-	EPS Y/Y TTM	28.36%	Oper. Margin	18.23%	ATR (14)	5.23	Perf 10Y	683.66%
Dividend Ex-Date	Jan 30, 2026	Quick Ratio	-	Sales Y/Y TTM	15.55%	Profit Margin	13.57%	RSI (14)	45.18	Recom	2.31
Dividend Gr. 3/5Y	9.28% 22.42%	Current Ratio	1.56	EPS Q/Q	20.92%	SMA20	-2.46%	Beta	1.18	Target Price	197.39
Payout	37.71%	Debt/Eq	3.61	Sales Q/Q	28.25%	SMA50	-1.29%	Rel Volume	2.08	Prev Close	182.35
Employees	80000	LT Debt/Eq	3.35	Earnings	Jan 15 BMO	SMA200	15.38%	Avg Volume	6.31M	Price	177.89
IPO	Mar 21, 1986	Option/Short	Yes / Yes	EPS/Sales Surpr.	10.39% 0.84%	Trades		Volume	12,854,469	Change	-2.45%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-24-25	Upgrade	Wolfe Research	Peer Perform → Outperform
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

Show Previous Ratings

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10:00AM	Morgan Stanley to Host 17th Annual Go Red Womens Leadership Event in Collaboration with the American Heart Association (Business Wire)
08:03AM	MC Gains on Q4 Earnings Beat as Revenues Rise, Announces Buyback Plan (Zacks)
07:25AM	Morgan Stanley tops power M&A financial advisory in 2025 (Power Technology)
02:00AM	7 Bank Stocks With Solid-and Growing-Dividends (Barrons.com)
Feb-04-26 02:57PM	CME Group Eyes 'CME Coin' After JPMorgan Success-Chart Shows Breakout To $320 (Benzinga)
07:00AM	Morgan Stanley Inclusive & Sustainable Ventures Hosts Global Demo Day, Opens Applications for Next Cohort (Business Wire)
Feb-03-26 09:41PM	Lumentum Holdings (LITE) Stock Is Trending Overnight: Here's What You Should Know (Benzinga)
09:35AM	Morgan Stanley says this is the best software stock to buy now (Investing.com)
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05:49AM	RBC Boosts Morgan Stanley (MS) Price Target on Strong Fourth-Quarter Results (Insider Monkey)
Feb-02-26 12:12PM	Trump woke the rest of the world up to leveraging economic firepower against trade partners, says Morgan Stanley CIO (Fortune)
11:45AM	Morgan Stanley survey shows electronics spending intentions are worsening (Investing.com)
11:45AM	Morgan Stanley (MS) Could Be a Great Choice (Zacks)
09:47AM	Are Wall Street Analysts Bullish on Morgan Stanley Stock? (Barchart)
09:00AM	Morgan Stanley (MS) is Attracting Investor Attention: Here is What You Should Know (Zacks)
12:01AM	As Disneys Bob Iger Runs Out the Clock, Some Protegés Cant Wait to Be King (The Daily Upside)
Feb-01-26 08:00AM	RIA Boom Redraws Wealth Management Map (The Daily Upside)
Jan-30-26 01:41PM	Should You Buy Bitcoin While It's Under $90,000? (Motley Fool)
01:33PM	Morgan Stanley sets bold new price target on Nvidia stock (TheStreet)
11:56AM	Weeks Best: Get In on Gold and Silver? (Barrons.com)
09:08AM	HP Inc. Stock: Analyst Estimates & Ratings (Barchart)
07:59AM	MS' Wealth & Asset Management Moat: A Recurring Revenue Engine (Zacks)
07:30AM	MS or JEF: Which Stock to Bet on Amid Surge in Deal-making and IPOs? (Zacks)
Jan-29-26 03:36PM	BlackRock, Morgan Stanley, and Partners Group Team Up on New Alts Offering (Barrons.com)
03:22PM	Movement in dollar is start of a secular change from structural overvaluation, says Ironsides' Knapp (CNBC TV)
10:23AM	Why Joby Aviation Stock Is Crashing Today (GuruFocus.com)
09:40AM	Gold Prices Top $5,500Where Next? (The Wall Street Journal)
09:37AM	JPMorgan and Morgan Stanley top 2025 retail M&A advisory rankings (Retail Insight Network)
08:25AM	Nvidia stock: Morgan Stanley explains what it will take for shares to outperform (Investing.com)
08:05AM	Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility (Business Wire)
07:18AM	Raymond James Q1 Earnings Beat on Higher Revenues, IB Weakness Ails (Zacks)
05:20AM	Joby Stock Sinks As Dilution Fears Slam Investors (Benzinga)
Jan-28-26 04:57PM	Bank Profits Rise Amid Credit Card Uncertainty (Motley Fool)
08:29AM	Elon Musk Mulls Mid-June SpaceX IPO Under Rare Planetary Alignment And His Birthday: Report (Benzinga)
08:10AM	Are Wall Street Analysts Predicting Monster Beverage Stock Will Climb or Sink? (Barchart)
07:13AM	Morgan Stanley and Rothschild & Co lead European M&A financial advisory in 2025 (Verdict)
06:04AM	Morgan Stanley leads in oil and gas M&A deal value for 2025 (Offshore Technology)
03:07AM	Morgan Stanley Goes From Crypto Curious to Crypto Committed as Wall Street Opens the Pipes (BeInCrypto)
Jan-27-26 08:19PM	Morgan Stanley Creates Digital-Asset Strategy Post, Names Long-Serving Exec To Lead (Cryptonews)
04:30PM	Jed Finn to Speak at the UBS Financial Services Conference (Business Wire)
02:59PM	Morgan Stanleys Anthea Tjuanakis Cox: Longevity and Multigenerational Planning (Barrons.com)
02:57PM	Morgan Stanley Appoints Head of Digital-Asset Strategy (Bloomberg)
01:36PM	Space Stock Boom: Why Retail and Wall Street Are Aligning (MarketBeat)
11:47AM	Morgan Stanley Closes Acquisition of EquityZen (Business Wire)
10:28AM	Morgan Stanley delivers blunt message on Tesla stock before earnings (TheStreet)
09:30AM	Why 1 Analyst Just Slashed Their Price Target on Oracle Stock by More than 30% (Barchart)
09:00AM	The Zacks Rank Explained: How to Find Strong Buy Finance Stocks (Zacks)
08:55AM	What Are Wall Street Analysts' Target Price for Bank of America Stock? (Barchart)
08:55AM	How to Find Strong Finance Stocks Slated for Positive Earnings Surprises (Zacks)
Jan-26-26 05:10PM	More market volatility is ahead but not necessarily bad news, says Morgan Stanley's Sherry Paul (CNBC TV)
01:09PM	Morgan Stanley's Tom Miles: You've got very big interest in investing in the U.S. (CNBC TV)
11:48AM	Apple earnings preview: Morgan Stanley sees likely revenue beat and raise (Investing.com)
11:35AM	Gold, Precious Metals Seeing Multiple Drivers, Says Morgan Stanley's Gower (Bloomberg)
12:01AM	Anthropics Claude Code Platform Looks Like a Software Killer (The Daily Upside)
Jan-24-26 11:37PM	Morgan Stanley's (MS) Franchise Strength and Regulatory Shifts Fuel Long-Term Upside (Insider Monkey)
Jan-23-26 04:42PM	The Wall Street Star Betting His Reputation on Robots and Flying Cars (The Wall Street Journal)
03:27PM	Big Banks Are Helping This Nonprofit Feed the Hungry in New York. It's More Than Just Money. (Barrons.com)
02:01PM	Elon Musk's SpaceX Gears Up For Hottest IPO (Benzinga)
01:30PM	Bank stocks struggle as S&P 500 turns slightly lower (MarketWatch)
12:57PM	Morgan Stanley's Jim Lacamp says he 'would caution' people about getting out of this market (CNBC TV)
12:16PM	Oracle Slips as Morgan Stanley Flags GPU Risks (GuruFocus.com)
10:59AM	Morgan Stanley's Inna Kelly: How My Immigrant Parents Inspired My Success (Barrons.com)
09:14AM	UBS Reportedly Planing Bitcoin, Ethereum Trading For Wealthy Clients (Benzinga)
09:00AM	Morgan Stanley Ranked #1 U.S. OCIO Provider in Inaugural Chestnut Institute Market Leader Awards (Business Wire)
08:00AM	Best Online Brokers In 20 Key Performance Categories (Investor's Business Daily)
08:00AM	Best Online Brokers For 2026: These 10 Brokerages Top The Rest (Investor's Business Daily)
04:19AM	The Zacks Analyst Blog Highlights Walmart, Morgan Stanley and SAP SE (Zacks)
Jan-22-26 05:49PM	OpenAI, SpaceX Shares In Demand. Private Markets Boom As Investors Chase Next Nvidia. (Investor's Business Daily)
04:04PM	Top Research Reports for Walmart, Morgan Stanley & SAP (Zacks)
01:55PM	SpaceX IPO, Bezos' New Product Puts Space Economy In Focus-These Funds Are Riding The Rocket (Benzinga)
01:46PM	Top analyst drops bold call on Morgan Stanley after blowout earnings (TheStreet)
11:38AM	SpaceX lines up four Wall Street banks for potential IPO, FT reports (Reuters)
09:45AM	This software stock is attractive after 25% year-to-date drop: Morgan Stanley (Investing.com)
08:23AM	Tesla Climbs Despite Cautious Morgan Stanley Outlook (GuruFocus.com)
12:32AM	5 Insightful Analyst Questions From Morgan Stanley's Q4 Earnings Call (StockStory)
Jan-21-26 11:02PM	2 Reasons MS is Risky and 1 Stock to Buy Instead (StockStory)
02:49PM	Morgan Stanley CEO on the investment banking space (CNBC TV)
01:37PM	Top Stock Picks for Week of January 19, 2026 (Zacks)
08:57AM	Morgan Stanley CEO 'Pretty Amped Up' About M&A Landscape (Bloomberg)

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Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SIMKOWITZ DANIEL A	Co-President	Jan 30 '26	Sale	182.61	32,968	6,020,313	357,342	Jan 30 04:34 PM
DANIEL A. SIMKOWITZ	Affiliate	Jan 30 '26	Proposed Sale	182.61	32,968	6,020,313		Jan 30 04:26 PM
YESHAYA SHARON	Chief Financial Officer	Jan 20 '26	Sale	185.77	15,838	2,942,176	135,304	Jan 22 04:16 PM
SMITH CHARLES A	Chief Risk Officer	Jan 20 '26	Sale	182.08	8,500	1,547,686	119,128	Jan 22 04:16 PM
SAPERSTEIN ANDREW M	Co-President	Jan 20 '26	Sale	183.62	30,330	5,569,086	280,481	Jan 22 04:15 PM
Pizzi Michael A.	Head Technology & Operations	Jan 20 '26	Sale	184.55	20,000	3,691,000	127,872	Jan 22 04:14 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jan 20 '26	Sale	184.00	21,555	3,966,137	171,005	Jan 22 04:13 PM
CRAWLEY MANDELL	Chief Client Officer	Jan 20 '26	Sale	183.45	7,860	1,441,879	68,788	Jan 22 04:12 PM
MANDELL L CRAWLEY	Affiliate	Jan 20 '26	Proposed Sale	183.45	7,860	1,441,879		Jan 20 04:59 PM
SHARON YESHAYA	Affiliate	Jan 20 '26	Proposed Sale	185.77	15,838	2,942,176		Jan 20 04:58 PM
MICHAEL A. PIZZI REVOCABLE TRU	Affiliate	Jan 20 '26	Proposed Sale	184.55	20,000	3,691,000		Jan 20 04:55 PM
ERIC F GROSSMAN	Affiliate	Jan 20 '26	Proposed Sale	184.00	21,555	3,966,120		Jan 20 04:53 PM
ANDY SAPERSTEIN	Affiliate	Jan 20 '26	Proposed Sale	183.62	30,330	5,569,085		Jan 20 04:51 PM
CHARLES A. SMITH	Affiliate	Jan 20 '26	Proposed Sale	182.08	8,500	1,547,686		Jan 20 04:47 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Jan 20 '26	Proposed Sale	185.17	3,080	570,311		Jan 20 04:34 PM
PICK EDWARD	Chairman and CEO	Oct 31 '25	Sale	164.34	100,000	16,434,440	574,986	Oct 31 04:42 PM
EDWARD PICK	Affiliate	Oct 31 '25	Proposed Sale	164.34	100,000	16,434,440		Oct 31 04:39 PM
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

WK

Workiva Inc

MS

Morgan Stanley

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