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Last Close
May 24 04:00PM ET
39.70
Dollar change
+0.53
Percentage change
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IndexS&P 500 P/E13.71 EPS (ttm)2.90 Insider Own0.17% Shs Outstand7.90B Perf Week1.04%
Market Cap310.47B Forward P/E11.23 EPS next Y3.54 Insider Trans0.00% Shs Float7.81B Perf Month4.72%
Income23.35B PEG0.56 EPS next Q0.82 Inst Own73.13% Short Float0.89% Perf Quarter18.12%
Sales183.28B P/S1.69 EPS this Y4.46% Inst Trans0.34% Short Ratio1.81 Perf Half Y33.99%
Book/sh33.71 P/B1.18 EPS next Y9.92% ROA0.77% Short Interest69.57M Perf Year41.28%
Cash/sh- P/C- EPS next 5Y24.37% ROE8.72% 52W Range24.96 - 39.84 Perf YTD17.91%
Dividend Est.1.00 (2.52%) P/FCF14.46 EPS past 5Y3.37% ROI4.03% 52W High-0.35% Beta1.36
Dividend TTM0.94 (2.37%) Quick Ratio- Sales past 5Y12.08% Gross Margin- 52W Low59.05% ATR (14)0.70
Dividend Ex-DateJun 07, 2024 Current Ratio1.00 EPS Y/Y TTM-12.81% Oper. Margin15.03% RSI (14)64.30 Volatility1.92% 1.59%
Employees213000 Debt/Eq2.30 Sales Y/Y TTM36.94% Profit Margin12.74% Recom2.30 Target Price40.25
Option/ShortYes / Yes LT Debt/Eq0.98 EPS Q/Q-18.85% Payout29.90% Rel Volume0.58 Prev Close39.17
Sales Surprise1.30% EPS Surprise-0.09% Sales Q/Q17.41% EarningsApr 16 BMO Avg Volume38.38M Price39.70
SMA203.80% SMA506.13% SMA20022.90% Trades Volume22,154,008 Change1.35%
Date Action Analyst Rating Change Price Target Change
Apr-19-24Upgrade Wolfe Research Peer Perform → Outperform $42
Apr-04-24Downgrade UBS Buy → Neutral $39 → $40
Mar-28-24Downgrade HSBC Securities Buy → Hold $38 → $39
Jan-30-24Upgrade Morgan Stanley Equal-Weight → Overweight $32 → $41
Jan-16-24Downgrade Odeon Buy → Hold
Dec-14-23Upgrade Odeon Hold → Buy
Nov-06-23Upgrade Keefe Bruyette Underperform → Mkt Perform $29 → $30
Sep-07-23Initiated HSBC Securities Buy $35
Apr-19-23Reiterated UBS Buy $34 → $36
Apr-19-23Reiterated RBC Capital Mkts Outperform $34 → $35
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment offers solutions to meet clients' needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
BANK OF AMERICA CORP /DE/10% OwnerDec 27 '23Buy10.565,39857,0235,398Dec 29 02:44 PM
BANK OF AMERICA CORP /DE/10% OwnerDec 15 '23Sale9.729008,7480Dec 15 04:36 PM
BANK OF AMERICA CORP /DE/10% OwnerDec 13 '23Buy9.589008,622900Dec 15 04:36 PM
BANK OF AMERICA CORP /DE/10% OwnerNov 20 '23Buy9.9744,985448,50044,985Nov 22 04:38 PM
BANK OF AMERICA CORP /DE/10% OwnerNov 20 '23Sale9.8920,050198,27817,769Nov 22 04:39 PM
BANK OF AMERICA CORP /DE/10% OwnerNov 20 '23Sale9.9417,769176,6880Nov 22 04:40 PM
BANK OF AMERICA CORP /DE/10% OwnerNov 20 '23Sale9.927,16671,11437,819Nov 22 04:38 PM
BANK OF AMERICA CORP /DE/10% OwnerNov 08 '23Buy10.424,17543,5044,175Nov 13 04:26 PM
BANK OF AMERICA CORP /DE/10% OwnerNov 08 '23Sale10.484,17543,7540Nov 13 04:26 PM
Woods Thomas DDirectorNov 01 '23Buy26.2525,000656,25064,661Nov 03 04:06 PM
DeMare James PPresident, Global MarketsAug 01 '23Sale31.5375,0002,364,900185,108Aug 03 04:28 PM
Athanasia Dean CPresident, Regional BankingJul 20 '23Sale31.4877,8062,449,722353,971Jul 21 04:49 PM
Last Close
May 24 04:00PM ET
200.71
Dollar change
+3.79
Percentage change
1.92
%
IndexDJIA, S&P 500 P/E12.12 EPS (ttm)16.56 Insider Own0.10% Shs Outstand2.87B Perf Week-1.99%
Market Cap576.37B Forward P/E12.11 EPS next Y16.57 Insider Trans-30.09% Shs Float2.86B Perf Month3.80%
Income48.51B PEG10.10 EPS next Q4.62 Inst Own70.80% Short Float0.71% Perf Quarter9.46%
Sales181.02B P/S3.18 EPS this Y34.30% Inst Trans0.11% Short Ratio2.22 Perf Half Y30.90%
Book/sh105.47 P/B1.90 EPS next Y-0.39% ROA1.20% Short Interest20.21M Perf Year48.30%
Cash/sh615.81 P/C0.33 EPS next 5Y1.20% ROE16.40% 52W Range134.40 - 205.88 Perf YTD18.00%
Dividend Est.4.69 (2.34%) P/FCF- EPS past 5Y12.50% ROI7.40% 52W High-2.51% Beta1.10
Dividend TTM4.25 (2.12%) Quick Ratio- Sales past 5Y17.50% Gross Margin- 52W Low49.33% ATR (14)3.53
Dividend Ex-DateJul 05, 2024 Current Ratio- EPS Y/Y TTM22.17% Oper. Margin45.70% RSI (14)57.90 Volatility2.29% 1.64%
Employees311921 Debt/Eq1.16 Sales Y/Y TTM40.56% Profit Margin26.80% Recom2.00 Target Price208.05
Option/ShortYes / Yes LT Debt/Eq1.16 EPS Q/Q8.30% Payout24.70% Rel Volume0.81 Prev Close196.92
Sales Surprise0.59% EPS Surprise6.43% Sales Q/Q28.20% EarningsApr 12 BMO Avg Volume9.11M Price200.71
SMA202.19% SMA503.32% SMA20019.50% Trades Volume7,352,839 Change1.92%
Date Action Analyst Rating Change Price Target Change
Jan-09-24Upgrade Deutsche Bank Hold → Buy $140 → $190
Dec-18-23Upgrade Daiwa Securities Outperform → Buy
Nov-02-23Downgrade Odeon Buy → Hold $140
Sep-07-23Initiated HSBC Securities Hold $159
Jul-12-23Downgrade Citigroup Buy → Neutral $160
Jul-11-23Upgrade Jefferies Hold → Buy $149 → $165
Jul-10-23Downgrade Societe Generale Buy → Hold
Jul-07-23Upgrade Wolfe Research Peer Perform → Outperform $170
May-01-23Upgrade Odeon Hold → Buy
Mar-13-23Upgrade Wells Fargo Equal Weight → Overweight $148 → $155
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JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and large corporations, as well as investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products to high net worth clients. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Beer Lori AChief Information OfficerMay 20 '24Sale200.645,2981,062,98946,375May 20 05:19 PM
Friedman StaceyGeneral CounselMay 20 '24Sale200.654,415885,86242,124May 20 05:14 PM
Lake MarianneCEO CCBMay 14 '24Sale200.0211,7342,347,065122,740May 14 04:43 PM
Leopold RobinHead of Human ResourcesMay 10 '24Sale198.863,000596,57744,113May 10 04:48 PM
Erdoes Mary E.CEO Asset & Wealth ManagementMay 08 '24Sale193.6615,8953,078,221585,898May 08 05:22 PM
Piepszak JenniferCo-CEO CIBMay 08 '24Sale193.668,8311,710,18741,650May 08 05:21 PM
BACON ASHLEYChief Risk OfficerMay 08 '24Sale193.645,086984,876217,351May 08 05:25 PM
Korablina Elena ACorporate ControllerMay 06 '24Sale190.9121,8294,167,3596,484May 06 05:55 PM
DIMON JAMESChairman & CEOApr 15 '24Sale184.18178,22232,824,625264,461Apr 15 04:56 PM
Beer Lori AChief Information OfficerMar 25 '24Option Exercise0.0023,707068,703Mar 27 04:17 PM
Piepszak JenniferCo-CEO CIBMar 25 '24Option Exercise0.0039,511072,330Mar 27 04:17 PM
Friedman StaceyGeneral CounselMar 25 '24Option Exercise0.0039,511098,967Mar 27 04:17 PM
Leopold RobinHead of Human ResourcesMar 25 '24Option Exercise0.0018,438057,310Mar 27 04:17 PM
Pinto Daniel EPresident & COOMar 25 '24Option Exercise0.00102,2060697,938Mar 27 04:17 PM
BACON ASHLEYChief Risk OfficerMar 25 '24Option Exercise0.0041,2660243,359Mar 27 04:16 PM
DIMON JAMESChairman & CEOMar 25 '24Option Exercise0.00292,6670604,528Mar 27 04:16 PM
Erdoes Mary E.CEO Asset & Wealth ManagementMar 25 '24Option Exercise0.0071,1190641,122Mar 27 04:16 PM
Rohrbaugh Troy LCo-CEO CIBMar 25 '24Option Exercise0.0071,1190237,408Mar 27 04:17 PM
Lake MarianneCEO CCBMar 25 '24Option Exercise0.0052,5040123,851Mar 27 04:17 PM
Beer Lori AChief Information OfficerMar 25 '24Sale195.363,920765,80564,783Mar 27 04:17 PM
DIMON JAMESChairman & CEOFeb 22 '24Sale182.73821,778150,167,221595,316Feb 22 05:51 PM
Rohrbaugh Troy LCo-CEO Comm. & Invest. BankFeb 22 '24Sale182.7475,00013,705,155166,289Feb 22 06:51 PM
Friedman StaceyGeneral CounselFeb 22 '24Sale182.736,0301,101,87859,456Feb 22 06:51 PM
Beer Lori AChief Information OfficerFeb 22 '24Sale182.743,920716,35644,996Feb 22 06:51 PM
Erdoes Mary E.CEO Asset & Wealth ManagementFeb 16 '24Sale178.994,814861,665570,003Feb 16 07:36 PM
Lake MarianneCEO CCBFeb 16 '24Sale178.974,459798,03971,347Feb 16 07:36 PM
BACON ASHLEYChief Risk OfficerFeb 16 '24Sale179.003,368602,857202,093Feb 16 07:35 PM
Petno Douglas BCEO Commercial BankingFeb 16 '24Sale178.993,266584,586289,773Feb 16 07:36 PM
Scher PeterVice ChairmanFeb 16 '24Sale178.961,810323,91544,956Feb 16 07:36 PM
Piepszak JenniferCo-CEO CIBFeb 16 '24Sale178.961,648294,91832,819Feb 16 07:36 PM
Erdoes Mary E.CEO Asset & Wealth ManagementJan 16 '24Sale166.734,814802,618574,817Jan 16 07:10 PM
Lake MarianneCo-CEO CCBJan 16 '24Sale166.724,459743,42264,996Jan 16 07:10 PM
BACON ASHLEYChief Risk OfficerJan 16 '24Sale166.733,368561,551205,461Jan 16 07:10 PM
Petno Douglas BCEO Commercial BankingJan 16 '24Sale166.703,267544,596295,914Jan 16 07:10 PM
Scher PeterVice ChairmanJan 16 '24Sale166.651,812301,97146,766Jan 16 07:10 PM
Piepszak JenniferCo-CEO CCBJan 16 '24Sale166.591,649274,70934,467Jan 16 07:10 PM
Pinto Daniel EPresident & COO, CEO CIBJan 13 '24Option Exercise0.0068,3300634,995Jan 16 07:11 PM
Friedman StaceyGeneral CounselJan 13 '24Option Exercise0.0025,095078,520Jan 16 07:10 PM
Beer Lori AChief Information OfficerJan 13 '24Option Exercise0.0015,351056,547Jan 16 07:10 PM
Leopold RobinHead of Human ResourcesJan 13 '24Option Exercise0.0012,755044,390Jan 16 07:10 PM
Korablina Elena ACorporate ControllerJan 13 '24Option Exercise0.007,619032,270Jan 16 07:11 PM
Piepszak JenniferCo-CEO CCBJan 13 '24Option Exercise0.0027,543050,469Jan 16 07:10 PM
Petno Douglas BCEO Commercial BankingJan 13 '24Option Exercise0.0027,2050313,318Jan 16 07:10 PM
Lake MarianneCo-CEO CCBJan 13 '24Option Exercise0.0031,528086,040Jan 16 07:10 PM
Erdoes Mary E.CEO Asset & Wealth ManagementJan 13 '24Option Exercise0.0041,1550601,528Jan 16 07:10 PM
Scher PeterVice ChairmanJan 13 '24Option Exercise0.0012,590053,923Jan 16 07:10 PM
Barnum JeremyChief Financial OfficerJan 13 '24Option Exercise0.0017,911043,815Jan 16 07:10 PM
BACON ASHLEYChief Risk OfficerJan 13 '24Option Exercise0.0025,6340220,990Jan 16 07:10 PM
Lake MarianneCo-CEO CCBDec 12 '23Sale160.0032,2435,158,906131,962Dec 12 05:06 PM
Korablina Elena ACorporate ControllerOct 25 '23Option Exercise0.001,706025,620Oct 26 04:34 PM
Friedman StaceyGeneral CounselSep 06 '23Sale144.864,310624,33553,425Sep 06 06:17 PM
Friedman StaceyGeneral CounselAug 07 '23Sale157.164,310677,34357,735Aug 08 04:20 PM
Erdoes Mary E.CEO Asset & Wealth ManagementJun 15 '23Sale142.158,1181,154,002560,373Jun 15 05:31 PM
Petno Douglas BCEO Commercial BankingJun 15 '23Sale142.164,930700,864277,161Jun 15 05:35 PM
Scher PeterVice ChairmanJun 15 '23Sale141.392,482350,93041,333Jun 15 05:33 PM
Piepszak JenniferCo-CEO CCBJun 12 '23Sale140.701,871263,24322,926Jun 12 04:31 PM
Last Close
May 24 04:00PM ET
461.18
Dollar change
+3.03
Percentage change
0.66
%
IndexDJIA, S&P 500 P/E18.01 EPS (ttm)25.61 Insider Own0.51% Shs Outstand323.38M Perf Week-1.40%
Market Cap148.71B Forward P/E11.28 EPS next Y40.87 Insider Trans-4.18% Shs Float320.82M Perf Month9.79%
Income8.75B PEG0.79 EPS next Q8.85 Inst Own74.89% Short Float1.93% Perf Quarter18.18%
Sales116.71B P/S1.27 EPS this Y61.84% Inst Trans-0.22% Short Ratio2.64 Perf Half Y36.19%
Book/sh331.29 P/B1.39 EPS next Y10.41% ROA0.58% Short Interest6.18M Perf Year44.20%
Cash/sh- P/C- EPS next 5Y22.85% ROE7.98% 52W Range289.36 - 471.48 Perf YTD19.55%
Dividend Est.11.38 (2.47%) P/FCF3.58 EPS past 5Y-1.98% ROI2.60% 52W High-2.18% Beta1.38
Dividend TTM10.75 (2.33%) Quick Ratio- Sales past 5Y18.17% Gross Margin- 52W Low59.38% ATR (14)7.58
Dividend Ex-DateMay 30, 2024 Current Ratio1.12 EPS Y/Y TTM-9.04% Oper. Margin10.32% RSI (14)63.74 Volatility1.81% 1.50%
Employees45300 Debt/Eq5.60 Sales Y/Y TTM46.89% Profit Margin7.50% Recom1.77 Target Price454.43
Option/ShortYes / Yes LT Debt/Eq1.84 EPS Q/Q31.77% Payout45.92% Rel Volume0.82 Prev Close458.15
Sales Surprise9.84% EPS Surprise32.70% Sales Q/Q26.08% EarningsApr 15 BMO Avg Volume2.34M Price461.18
SMA202.58% SMA509.00% SMA20025.25% Trades Volume1,929,274 Change0.66%
Date Action Analyst Rating Change Price Target Change
Apr-16-24Upgrade Argus Hold → Buy $465
Mar-14-24Upgrade Daiwa Securities Neutral → Outperform $410 → $430
Feb-27-24Initiated Edward Jones Buy
Jan-30-24Upgrade Morgan Stanley Equal-Weight → Overweight $333 → $449
Jan-18-24Reiterated BMO Capital Markets Market Perform $357 → $360
Jan-10-24Downgrade BMO Capital Markets Outperform → Market Perform $421 → $357
Sep-07-23Initiated HSBC Securities Buy $403
Aug-01-23Upgrade Atlantic Equities Underweight → Neutral $330 → $351
Jul-25-23Downgrade Citigroup Buy → Neutral $370 → $400
Jul-24-23Reiterated UBS Buy $385 → $400
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The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
ROGERS JOHN F.W.Executive Vice PresidentMay 16 '24Sale466.318,3563,896,45964,030May 20 04:06 PM
ROGERS JOHN F.W.Executive Vice PresidentMay 16 '24Sale466.176,4383,001,19817,107May 20 04:06 PM
SOLOMON DAVID MChairman of the Board and CEOMay 10 '24Sale457.326,6003,018,312130,433May 14 04:03 PM
VINIAR DAVID ADirectorApr 29 '24Sale432.255,0002,161,234623,425May 01 04:24 PM
COLEMAN DENIS P.Chief Financial OfficerFeb 23 '24Sale394.4312,6805,001,37229,417Feb 26 04:07 PM
BERLINSKI PHILIP R.Global TreasurerFeb 22 '24Sale390.6411,6504,550,94818,408Feb 26 04:09 PM
Ruemmler Kathryn H.Chief Legal Officer, GCJan 23 '24Sale379.817,2772,763,8776,501Jan 25 04:07 PM
FREDMAN SHEARA JChief Accounting OfficerJan 23 '24Sale380.154,3001,634,64511,463Jan 25 04:12 PM
LEE BRIAN JChief Risk OfficerJan 17 '24Sale375.726,5002,442,19514,308Jan 19 04:13 PM
LEE BRIAN JChief Risk OfficerJan 17 '24Sale376.393,0001,129,17010,121Jan 19 04:13 PM
GOLDMAN SACHS GROUP INC10% OwnerDec 22 '23Buy13.441572,11049,808,542Dec 26 06:02 PM
GOLDMAN SACHS GROUP INC10% OwnerDec 13 '23Sale13.581572,13249,808,484Dec 26 06:02 PM
LESLIE ERICKA TChief Administrative OfficerNov 21 '23Sale335.151,376461,16610,471Nov 24 01:06 PM
GOLDMAN SACHS GROUP INC10% OwnerNov 08 '23Sale0.7172,87451,741397,954Nov 13 07:29 PM
SOLOMON DAVID MChairman of the Board and CEOAug 01 '23Sale356.284,2001,496,376124,782Aug 03 04:30 PM
SOLOMON DAVID MChairman of the Board and CEOJul 20 '23Sale345.7110,0003,457,132128,982Jul 21 04:17 PM
GOLDMAN SACHS GROUP INC10% OwnerJun 30 '23Sale11.731,145,48613,436,55150,099,392Jul 03 03:37 PM
GOLDMAN SACHS GROUP INC10% OwnerJun 12 '23Sale11.739,000,000105,570,00051,676,439Jun 14 06:50 PM
Last Close
May 24 04:00PM ET
98.97
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IndexS&P 500 P/E18.03 EPS (ttm)5.49 Insider Own23.46% Shs Outstand1.63B Perf Week-1.25%
Market Cap160.84B Forward P/E13.04 EPS next Y7.59 Insider Trans-0.11% Shs Float1.24B Perf Month6.93%
Income8.96B PEG2.25 EPS next Q1.67 Inst Own61.27% Short Float1.25% Perf Quarter15.52%
Sales99.83B P/S1.61 EPS this Y32.43% Inst Trans-1.02% Short Ratio2.00 Perf Half Y26.09%
Book/sh55.60 P/B1.78 EPS next Y10.64% ROA0.78% Short Interest15.60M Perf Year21.85%
Cash/sh- P/C- EPS next 5Y8.00% ROE9.52% 52W Range69.42 - 103.25 Perf YTD6.13%
Dividend Est.3.51 (3.55%) P/FCF21.74 EPS past 5Y1.84% ROI2.41% 52W High-4.15% Beta1.37
Dividend TTM3.40 (3.44%) Quick Ratio- Sales past 5Y15.18% Gross Margin- 52W Low42.57% ATR (14)1.74
Dividend Ex-DateApr 29, 2024 Current Ratio1.40 EPS Y/Y TTM-5.92% Oper. Margin12.35% RSI (14)60.15 Volatility2.04% 1.50%
Employees80000 Debt/Eq3.88 Sales Y/Y TTM34.61% Profit Margin8.98% Recom2.36 Target Price99.67
Option/ShortYes / Yes LT Debt/Eq2.75 EPS Q/Q18.51% Payout62.71% Rel Volume0.45 Prev Close98.92
Sales Surprise5.11% EPS Surprise20.83% Sales Q/Q13.62% EarningsApr 16 BMO Avg Volume7.81M Price98.97
SMA202.24% SMA505.92% SMA20014.85% Trades Volume3,549,976 Change0.05%
Date Action Analyst Rating Change Price Target Change
Jan-17-24Downgrade Keefe Bruyette Outperform → Mkt Perform $102 → $91
Jan-17-24Downgrade JP Morgan Overweight → Neutral $94 → $87
Jan-09-24Downgrade HSBC Securities Buy → Hold $96
Nov-28-23Downgrade Societe Generale Buy → Hold
Nov-20-23Downgrade Exane BNP Paribas Outperform → Neutral $85
Oct-23-23Downgrade Odeon Buy → Hold $79.15
Oct-20-23Upgrade Wolfe Research Underperform → Peer Perform
Oct-11-23Downgrade UBS Buy → Neutral $110 → $84
Sep-07-23Initiated HSBC Securities Buy $99
Jul-12-23Upgrade Odeon Hold → Buy $94
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Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
CRAWLEY MANDELLChief Human Resources OfficerMay 14 '24Sale99.616,954692,66346,274May 16 09:04 PM
GORMAN JAMES PExecutive ChairmanApr 18 '24Sale90.21100,0009,020,530414,870Apr 19 04:06 PM
Smith Charles Aubrey IIIChief Risk OfficerApr 17 '24Sale90.0911,2001,009,019126,190Apr 19 04:05 PM
GORMAN JAMES PExecutive ChairmanFeb 12 '24Sale87.30100,0008,730,220350,000Feb 14 04:19 PM
SAPERSTEIN ANDREW MCo-PresidentFeb 12 '24Sale87.1926,6552,324,092286,835Feb 14 04:19 PM
GROSSMAN ERIC FChief Legal/Admin OfficerJan 31 '24Sale88.5526,5622,352,001234,627Feb 01 04:20 PM
GROSSMAN ERIC FChief Legal/Admin OfficerJan 30 '24Sale87.8126,5632,332,595261,189Feb 01 04:20 PM
SAPERSTEIN ANDREW MCo-PresidentJan 30 '24Sale87.9210,000879,170313,490Feb 01 04:22 PM
AKRAM RAJADeputy Chief Financial OfficerJan 30 '24Sale87.414,500393,34693,134Feb 01 04:21 PM
GORMAN JAMES PExecutive ChairmanJan 26 '24Sale87.9350,0004,396,400379,701Jan 26 04:36 PM
GORMAN JAMES PExecutive ChairmanJan 25 '24Sale87.9350,0004,396,435400,000Jan 25 04:03 PM
SAPERSTEIN ANDREW MCo-PresidentJan 19 '24Sale84.1310,000841,344323,490Jan 19 04:15 PM
AKRAM RAJADeputy Chief Financial OfficerJan 18 '24Sale83.567,000584,92897,634Jan 19 04:22 PM
MORGAN STANLEY10% OwnerOct 05 '23Sale50000.001356,750,0000Oct 10 08:22 PM
GORMAN JAMES PChairman and CEOJul 24 '23Sale95.19125,00011,898,8121,011,345Jul 26 04:11 PM
PICK EDWARD NCo-President/Head of ISJul 24 '23Sale94.33100,0009,433,050604,845Jul 26 04:14 PM
SIMKOWITZ DANIEL AHead of Investment ManagementJul 20 '23Sale93.7837,6083,526,852319,040Jul 21 04:18 PM
GORMAN JAMES PChairman and CEOJul 19 '23Sale92.35125,00011,543,2861,136,345Jul 21 04:13 PM
SAPERSTEIN ANDREW MCo-President/Head of WMJul 19 '23Sale93.0939,2543,654,280193,708Jul 21 04:16 PM
AKRAM RAJADeputy Chief Financial OfficerJul 19 '23Sale92.0013,5001,242,00082,984Jul 21 04:11 PM
Smith Charles Aubrey IIIChief Risk OfficerJul 19 '23Sale92.415,600517,520136,513Jul 21 04:20 PM
MORGAN STANLEY10% OwnerJun 09 '23Sale9.451,049,8899,921,4518,456,881Jun 13 04:04 PM
Last Close
May 24 04:00PM ET
21.34
Dollar change
-0.03
Percentage change
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CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y-6.15% Shs Outstand Perf Week-0.05%
SponsorSimplify ETF ETF Type Tagsmulti-asset Return% 3Y- Total Holdings38 Perf Month-6.80%
Fund Family Bond Type Tagstreasuries Return% 5Y- AUM24.66M Perf Quarter-5.91%
Index- Average Maturity Tagsbonds Return% 10Y NAV% Perf Half Y-5.49%
Index Weighting Commodity Type Tagsoptions Return% SI NAV/sh Perf Year-9.46%
Active/Passive Quant Type Tagsfutures Flows% 1M-0.02% 52W Range20.07 - 23.85 Perf YTD-6.92%
Dividend TTM0.82 (3.86%) ESG Type Tags- Flows% 3M-4.45% 52W High-10.54% Beta0.41
Dividend Ex-DateMar 25, 2024 Dividend Type Sector/Theme Flows% YTD-13.98% 52W Low6.33% ATR (14)0.28
Expense1.00% Structure Type Region Flows% 1Y RSI (14)45.02 Volatility0.71% 1.66%
Option/ShortNo / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.04 Prev Close21.37
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume8.04K Price21.34
SMA200.64% SMA50-3.92% SMA200-5.57% Trades Volume288 Change-0.14%
Simplify Macro Strategy ETF seeks to provide absolute returns. The fund will primarily invest in equity, fixed income, and alternative ETFs that are managed by the adviser. It may invest up to 20% of the fund's portfolio in derivatives. Such derivatives include equity, treasury, commodity, and currency futures (derivative contracts that obligate the buyer or seller to transact at a set price and predetermined time) and exchange-traded and over the counter ("OTC") put and call options on equities, treasuries, commodities, and currencies or futures.
Last Close
May 24 04:00PM ET
41.61
Dollar change
+0.25
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CategoryUS Equities - Industry Sector Asset TypeEquities (Stocks) TagsU.S. Return% 1Y32.92% Shs Outstand Perf Week-2.07%
SponsorState Street (SPDR) ETF Type Tagsequity Return% 3Y5.25% Total Holdings75 Perf Month1.79%
Fund Family Bond Type Tagsfinancial Return% 5Y11.57% AUM38.99B Perf Quarter3.77%
IndexS&P Financial Select Sector Index Average Maturity Tags- Return% 10Y NAV% Perf Half Y17.98%
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year30.60%
Active/Passive Quant Type Tags- Flows% 1M0.84% 52W Range31.35 - 42.49 Perf YTD10.66%
Dividend TTM0.64 (1.54%) ESG Type Tags- Flows% 3M0.81% 52W High-2.07% Beta1.07
Dividend Ex-DateMar 18, 2024 Dividend Type Sector/Theme Flows% YTD3.41% 52W Low32.71% ATR (14)0.42
Expense0.09% Structure Type Region Flows% 1Y RSI (14)52.50 Volatility1.04% 0.88%
Option/ShortYes / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.54 Prev Close41.36
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume43.80M Price41.61
SMA200.48% SMA501.02% SMA20011.55% Trades Volume23,471,942 Change0.60%
Date Action Analyst Rating Change Price Target Change
Jan-28-22Downgrade Goldman Buy → Neutral
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Financial Select Sector SPDR Fund seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Financial Select Sector Index. The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Financial companies by the Global Industry Classification Standard, including securities of companies from the following industries: financial services; insurance; banks; capital markets; mortgage real estate investment trusts; and consumer finance. The fund is non-diversified.