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MS

Morgan Stanley

Mar 18 • 04:00PM ET

118.11

Dollar change +0.15
Percentage change 0.13	%

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	14.86	EPS (ttm)	7.95	Insider Own	23.62%	Shs Outstand	1.61B	Perf Week	5.42%
Market Cap	190.49B	Forward P/E	12.35	EPS next Y	9.56	Insider Trans	-0.05%	Shs Float	1.23B	Perf Month	-15.00%
Income	12.80B	PEG	1.51	EPS next Q	2.28	Inst Own	61.74%	Short Float	1.16%	Perf Quarter	-7.66%
Sales	103.59B	P/S	1.84	EPS this Y	8.98%	Inst Trans	0.22%	Short Ratio	2.04	Perf Half Y	20.21%
Book/sh	58.98	P/B	2.00	EPS next Y	10.37%	ROA	1.11%	Short Interest	14.29M	Perf Year	32.56%
Cash/sh	-	P/C	-	EPS next 5Y	9.86%	ROE	13.16%	52W Range	85.01 - 142.03	Perf YTD	-6.05%
Dividend Est.	3.84 (3.25%)	P/FCF	-	EPS past 5Y	8.89%	ROI	3.41%	52W High	-16.84%	Beta	1.29
Dividend TTM	3.62 (3.07%)	Quick Ratio	-	Sales past 5Y	15.55%	Gross Margin	-	52W Low	38.94%	ATR (14)	4.15
Dividend Ex-Date	Jan 31, 2025	Current Ratio	1.39	EPS Y/Y TTM	53.77%	Oper. Margin	13.17%	RSI (14)	40.27	Volatility	2.87% 3.45%
Employees	80000	Debt/Eq	3.64	Sales Y/Y TTM	7.16%	Profit Margin	12.36%	Recom	2.54	Target Price	140.84
Option/Short	Yes / Yes	LT Debt/Eq	2.59	EPS Q/Q	160.75%	Payout	44.68%	Rel Volume	1.04	Prev Close	117.96
Sales Surprise	7.96%	EPS Surprise	30.77%	Sales Q/Q	-7.49%	Earnings	Apr 11 BMO	Avg Volume	6.99M	Price	118.11
SMA20	-4.51%	SMA50	-9.47%	SMA200	2.68%	Trades		Volume	7,234,015	Change	0.13%

Date	Action	Analyst	Rating Change	Price Target Change
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
Oct-05-22	Downgrade	Atlantic Equities	Overweight → Neutral	$95 → $85

Show Previous Ratings

Mar-18-25 09:16AM	Morgan Stanley downgraded to Hold from Buy at Erste Group on Friday (TipRanks)
Mar-17-25 09:00PM	Morgan Stanley Went Big on DEI, and No One Is Happy About It (The Wall Street Journal)
02:24PM	German Drugmaker Stada Is Pushing Back IPO Until September (Bloomberg)
09:48AM	Expect the economy to slow down this year, says Morgan Stanley's Seth Carpenter (CNBC TV)
Mar-14-25 05:39PM	Morgan Stanley Investment Management Closes Fourth Global Infrastructure Fund at $4.1 Billion (Business Wire)
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12:33PM	Deregulation and the growth policy is a 2026 call, says Morgan Stanley's Monica Guerra (CNBC TV)
Mar-13-25 09:36AM	Charles Schwab CEO: Investors are buying the dips (Yahoo Finance)
Mar-12-25 04:26PM	Morgan Stanley's Erik Woodring breaks down his price target cut of Apple (CNBC TV)
12:26PM	Delayed Siri update leads Morgan Stanley to cut Apple price target (CNBC TV)
04:00AM	Wall Street's hopes for a 2025 IPO bonanza are being put to the test (Yahoo Finance)
Mar-11-25 03:22PM	Global investors are viewing munis as a safer risk-off asset class: Morgan Stanley's Craig Brandon (CNBC TV)
Mar-10-25 08:04PM	Analyst Report: Morgan Stanley (Morningstar Research) -6.37%
12:20PM	Morgan Stanley cautions that the S&P 500 could suffer a 5% drop (Quartz)
Mar-09-25 06:00AM	Morgan Stanley Economist on Inflation, Tariffs and Immigration (WSJ)
Mar-06-25 01:59PM	Investing narrative has 'definitely' changed, says Morgan Stanley's Aaron Dunn (CNBC TV)
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Mar-05-25 03:32PM	Oil Falls to Lowest in Six Months as Trade Wars Cloud Outlook (Bloomberg)
Mar-04-25 05:30PM	MSIM Adds Latest Strategy, Eaton Vance High Income Municipal, to $4.7 Billion ETF Platform (Business Wire) -5.74%
03:00PM	90% of companies are upbeat around tech market and service demand, says Morgan Stanley's Simkowitz (CNBC TV)
Mar-03-25 04:30PM	Dan Simkowitz, Clare Woodman and Sharon Yeshaya to Speak at the Annual Morgan Stanley European Financials Conference (Business Wire)
12:50PM	Chipotle Stock Rises After Morgan Stanley Turns Bullish (Investopedia)
11:35AM	Intel chip design, crypto moves, Chipotle: Market Minute (Yahoo Finance Video)
11:15AM	Graystone Consulting Named a Best Investment Consultant by Coalition Greenwich (Business Wire)
10:47AM	Tesla Stock Gains as Morgan Stanley Calls EV Maker Its 'Top Pick' for US Autos (Investopedia)
Feb-28-25 06:00AM	Nvidia's auto business doubled last quarter. Here's why CEO Jensen Huang believes it's just the beginning. (Yahoo Finance)
Feb-26-25 05:23PM	Morgan Stanley's Christ Toomey: Stocks' volatility pose opportunity for investors (CNBC TV)
02:22PM	Amazon's showing the next phase of 'agentic' capabilities with AI, says Morgan Stanley's Brian Nowak (CNBC TV)
01:17PM	US Oil Steadies in the $60s as Dour Economic Sentiment Weighs (Bloomberg)
Feb-25-25 12:18PM	Morgan Stanley's Simeon Gutman: Home Depot earnings show we're on path to strengthening in 2025 (CNBC TV)
03:44AM	U.S. Treasury Yields Fall Amid Renewed Hopes of Fed Rate Cuts (The Wall Street Journal)
03:17AM	Portfolio Trading in European Corporate Bonds Grows Fast (The Wall Street Journal)
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Feb-21-25 04:44AM	U.K. Watchdog Fines Global Banks Over Information Sharing on Government Bonds (The Wall Street Journal)
02:54AM	U.K. Watchdog Fines Banks Over Information Sharing on Government Bonds (The Wall Street Journal)
Feb-20-25 03:52PM	Oil Futures Hold Gains as U.S. Crude Inventories Build (The Wall Street Journal)
04:20AM	Oil Edges Lower Amid U.S. Tariffs Concerns, Crude Stockpiles Build (The Wall Street Journal)
Feb-19-25 08:20PM	Oil Prices Mixed as Traders Assess Global Tariffs Prospect (The Wall Street Journal)
04:46PM	Morgan Stanley's Sherry Paul says she'd be overweight cloud within tech (CNBC TV)
04:28PM	Morgan Stanley Thinks Walmart Stock Can Reach $150. Here's Why (Investopedia)
11:35AM	Who got the biggest pay bump on Wall Street (it's not Jamie Dimon) (Yahoo Finance)
Feb-18-25 07:37PM	Market seems to be 'quite opportunistic', says Morgan Stanley's Katerina Simonetti (CNBC TV)
03:23PM	The 493 doing well is better than the 'Mag 7' winning, says Morgan Stanley's Mike Wilson (CNBC TV)
12:56PM	Warren Buffett Winner Soars To Buy Point After Earnings Surge; More Funds Load Up (Investor's Business Daily)
08:52AM	Morgan Stanley Forecasts $2,700 Q4 Level for Gold; Goldman Reportedly Boosts Target (Investopedia)
Feb-17-25 09:00AM	Big Banks Are Scrubbing Their Public Mentions of DEI Efforts (The Wall Street Journal)
07:47AM	Eurozone Bond Yields Could Soon Turn Lower as Risk Appetite Looks Fragile (The Wall Street Journal)
06:28AM	Higher European Defense Spending Could Lift European Bond Yields (The Wall Street Journal)
03:57AM	Eurozone Bond Yields, Gilts Rise on Prospects of Ukraine Deal, Greater Defense Spending (The Wall Street Journal)
02:16AM	Global Bond Yields Direction Seems Uncertain (The Wall Street Journal)
Feb-16-25 07:32PM	JGBs Edge Lower, Weighed by Fears of More BOJ Rate Increases (The Wall Street Journal)
Feb-14-25 05:03PM	Analyst Report: Morgan Stanley (Morningstar Research)
04:30PM	Morgan Stanley Declares Dividends on Its Preferred Stock (Business Wire)
08:12AM	We're in the later stages of a bull market, says Morgan Stanley's Andrew Slimmon (CNBC TV)
06:15AM	Coinbase earnings get boost from the Trump sea change: What Wall Street is saying (Yahoo Finance)
Feb-13-25 01:02PM	Fed will stay idle unless the labor market falls apart, says Morgan Stanley's Ellen Zentner (CNBC TV)
11:20AM	US Wholesale Inflation Tops Estimates on Food, Energy Prices (Bloomberg)
Feb-12-25 04:59PM	Morgan Stanley's Erik Woodring lays out Apple's strategy for growth in China (CNBC TV)
Feb-11-25 09:55AM	Morgan Stanley's Mike Wilson: Markets are likely to be choppy for the next 3-6 months (CNBC TV)
04:00AM	The start of Trump 2.0 is not quite what Wall Street expected (Yahoo Finance)
Feb-10-25 05:52PM	U.S. trade deficit is 'nothing new', says Morgan Stanley's Seth Carpenter (CNBC TV)
05:31PM	The WSJ Dollar Index Rises 0.2% to 102.21 (The Wall Street Journal)
03:10PM	Oil Edges Up From Yearly Lows on Shrinking Russia Crude Flows (Bloomberg)
09:39AM	Dollar Makes Small Moves as U.S. Plans Tariffs on Steel, Aluminum (The Wall Street Journal)
08:35AM	Euro Could Rise if EU Avoids Harsh Tariffs (The Wall Street Journal)
Feb-09-25 02:50PM	CFPB to Close Office After Vought Tells Staff to Halt All Supervision (The Wall Street Journal)
Feb-08-25 11:13PM	Vought Moves to Defang CFPB, Telling Staff to Halt All Supervision (The Wall Street Journal)
Feb-06-25 04:58PM	Financial Services Roundup: Market Talk (The Wall Street Journal)
03:35PM	DeepSeek will have continued growth through year-end, says Morgan Stanley's Joseph Moore (CNBC TV)
02:32PM	Musks value on Wall Street is rising as banks find buyers for X loans (Yahoo Finance)
Feb-05-25 01:26PM	Banks Sell $5.5 Billion of X Loans After Investor Interest Surges (The Wall Street Journal)
11:00AM	State Revenue Growth Slows, but Most States Classified as Stable (Business Wire)
Feb-04-25 12:00PM	Morgan Stanley to Host 16th Annual Go Red Womens Leadership Event (Business Wire)
Feb-03-25 11:19AM	Base Metals Erase Losses as Traders Weigh Scope of Trump Tariffs (Bloomberg)
05:30AM	Intel Shows Why Nvidia Is Still Hard to Beat (The Wall Street Journal)
Feb-02-25 09:30AM	Trump is melding the worlds of upstart crypto and old-school finance (Yahoo Finance)
05:30AM	AI Is Wall Streets Modern Gold Rush. Heres How Investors Are Placing Their Bets. (The Wall Street Journal)
Jan-31-25 05:10PM	Morgan Stanley's Erik Woodring gives his post earnings take on Apple (CNBC TV)
11:47AM	Wall Street Banks Raise Oil-Price Forecast Amid U.S. Policy Uncertainty (The Wall Street Journal)
07:34AM	Chinas Property Sector Retreats Into State Hands (The Wall Street Journal)
05:30AM	Wall Street Is Booming, but Banks Are in a Lending Rut (The Wall Street Journal)
Jan-30-25 10:30AM	NEC Corp weighs offer for software provider CSG Systems, Reuters reports (TipRanks)
03:21AM	Fed Opts for Policy Flexibility With a More Data-Dependent Approach (The Wall Street Journal)
Jan-29-25 03:02PM	Morgan Stanley's Michael Gapen: We're looking for these signals in today's Fed meeting (CNBC TV)
03:02PM	Equities are still a good investment, bonds we're neutral on, says Morgan Stanley's Jim Caron (CNBC TV)
Jan-28-25 10:00AM	Tech Enhancements from Morgan Stanley at Work Drive Scale and Chart Path for Integrated Experience in 2025 (Business Wire)
04:00AM	Wall Street hopes to get rid of a bad Elon Musk bet (Yahoo Finance)
02:12AM	Monte Dei Paschis Surprise Bid for Mediobanca Fails to Convince Investors (The Wall Street Journal)
Jan-25-25 01:51AM	Wall Street Banks Prepare to Sell Billions of Dollars of X Loans (The Wall Street Journal)
Jan-24-25 04:30PM	Andy Saperstein to Speak at the BofA Securities 2025 Financial Services Conference (Business Wire)
12:39PM	Morgan Stanley's Zezas: Tighter immigration regulation will slow GDP growth in '25 and '26 (CNBC TV)
11:52AM	Novo Nordisk Shares Surge on New Obesity Drug Results (The Wall Street Journal)
11:02AM	Stock prices look expensive and inflated: Billionaire investor Ray Dalio (Yahoo Finance)
08:47AM	Morgan Stanley CEO: The whale-like deal is out there under the Trump administration (Yahoo Finance)
08:30AM	This Online Broker Will Pay You $6,000 Just To Open An Account (Investor's Business Daily)
08:30AM	Best Online Brokers: Here Are The Top Online Trading Platforms For 2025 (Investor's Business Daily)
08:30AM	Fidelity Investments Wins Customers With Attention To Details, Long-Term Thinking (Investor's Business Daily)
Jan-23-25 07:00PM	Davos 2025: What to watch on Friday, January 24 (Yahoo Finance Video)
02:36PM	Morgan Stanley's Brian Weinstein: Growth with the Fed easing is inflationary (CNBC TV)
12:35PM	Morgan Stanley CEO Ted Pick: Bullish on the M&A cycle in 2025 (CNBC TV)
Jan-22-25 09:00PM	Morgan Stanley Star Banker Michael Grimes Discussing Job in Trump Administration (The Wall Street Journal)
01:06PM	Baltimore Orioles owner wants to bring back the salary cap, says the business community is hopeful under Trump (Yahoo Finance)
01:06PM	Baltimore Orioles owner wants a salary cap in the MLB, says the business community is hopeful under Trump (Yahoo Finance)

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
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
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

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Morgan Stanley

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