Subscribe to our newsletter to receive the latest product updates and special offers

Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.

NEW: Revenue Breakdown and Options Chain

Gain deeper insights into company revenues with a detailed analysis of revenue sources.
Explore the updated Options feature, providing in-depth data, and a 3D viewing option.

Last Close
Mar 28 04:00PM ET
37.92
Dollar change
+0.11
Percentage change
0.29
%
IndexS&P 500 P/E12.34 EPS (ttm)3.07 Insider Own0.18% Shs Outstand7.90B Perf Week1.09%
Market Cap298.53B Forward P/E11.14 EPS next Y3.40 Insider Trans0.18% Shs Float7.86B Perf Month10.52%
Income24.87B PEG0.51 EPS next Q0.77 Inst Own71.94% Short Float0.86% Perf Quarter12.06%
Sales175.96B P/S1.70 EPS this Y2.06% Inst Trans0.34% Short Ratio1.67 Perf Half Y39.05%
Book/sh33.34 P/B1.14 EPS next Y8.31% ROA0.85% Short Interest67.79M Perf Year34.85%
Cash/sh- P/C- EPS next 5Y24.37% ROE9.39% 52W Range24.96 - 37.85 Perf YTD12.62%
Dividend Est.1.00 (2.64%) P/FCF- EPS past 5Y3.37% ROI4.32% 52W High0.20% Beta1.40
Dividend TTM0.94 (2.48%) Quick Ratio- Sales past 5Y12.08% Gross Margin- 52W Low51.92% ATR (14)0.68
Dividend Ex-DateFeb 29, 2024 Current Ratio0.99 EPS Y/Y TTM-3.50% Oper. Margin16.69% RSI (14)73.21 Volatility1.44% 1.86%
Employees213000 Debt/Eq2.15 Sales Y/Y TTM50.53% Profit Margin14.13% Recom2.26 Target Price38.12
Option/ShortYes / Yes LT Debt/Eq0.97 EPS Q/Q-58.42% Payout29.90% Rel Volume1.04 Prev Close37.81
Sales Surprise-0.86% EPS Surprise-34.36% Sales Q/Q24.49% EarningsApr 16 BMO Avg Volume40.59M Price37.92
SMA205.30% SMA5010.17% SMA20023.21% Trades Volume42,223,296 Change0.29%
Date Action Analyst Rating Change Price Target Change
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
Apr-19-23Reiterated Oppenheimer Outperform $44 → $47
Apr-19-23Reiterated Morgan Stanley Equal-Weight $31 → $32
Mar-28-24 11:02PM
04:49PM
03:22PM
02:46PM
02:36PM
02:22PM Loading…
02:22PM
02:11PM
01:54PM
01:38PM
01:38PM
10:45AM
Mar-27-24 12:12PM
12:02PM
08:55AM
08:24AM
09:03PM Loading…
Mar-26-24 09:03PM
03:17PM
12:48PM
08:53AM
08:37AM
07:49AM
Mar-25-24 05:45PM
04:51PM
04:44PM
09:53AM
09:04AM
08:29AM
Mar-24-24 12:31PM
07:55AM
Mar-23-24 09:48AM
09:42AM Loading…
09:42AM
07:00AM
Mar-22-24 09:54PM
04:15PM
03:54PM
03:27PM
03:24PM
02:54PM
02:41PM
01:35PM
10:57AM
09:05AM
Mar-21-24 06:46PM
05:18PM
03:08PM
01:02PM
12:05PM
10:59AM
10:55AM
10:52AM
10:05AM
09:39AM
04:48AM
Mar-20-24 06:59PM
06:20PM
05:48PM
01:57PM
11:04AM
10:53AM
10:50AM
08:33AM
08:12AM
07:55AM
Mar-19-24 04:48PM
04:09PM
02:18PM
01:09PM
09:31AM
08:45AM
03:17AM
02:47AM
Mar-18-24 05:45PM
09:54AM
09:00AM
08:28AM
07:44AM
07:00AM
Mar-17-24 05:47PM
05:32PM
11:44AM
Mar-16-24 03:24PM
01:20PM
Mar-15-24 04:30PM
02:36PM
08:56AM
Mar-14-24 10:42PM
04:37PM
04:15PM
03:36PM
09:35AM
09:31AM
08:20AM
07:04AM
05:28AM
04:52AM
Mar-13-24 12:17PM
09:26AM
09:08AM
08:57AM
Mar-12-24 04:13PM
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
Mar 28 04:00PM ET
200.30
Dollar change
+0.78
Percentage change
0.39
%
JPM JPMorgan Chase & Co. daily Stock Chart
IndexDJIA, S&P 500 P/E12.35 EPS (ttm)16.22 Insider Own0.10% Shs Outstand2.88B Perf Week0.62%
Market Cap576.99B Forward P/E12.30 EPS next Y16.28 Insider Trans-25.42% Shs Float2.85B Perf Month8.63%
Income47.76B PEG10.29 EPS next Q4.24 Inst Own70.80% Short Float0.75% Perf Quarter18.24%
Sales170.59B P/S3.38 EPS this Y34.30% Inst Trans0.11% Short Ratio2.38 Perf Half Y37.40%
Book/sh103.09 P/B1.94 EPS next Y2.07% ROA1.20% Short Interest21.38M Perf Year55.42%
Cash/sh543.94 P/C0.37 EPS next 5Y1.20% ROE16.60% 52W Range126.22 - 200.48 Perf YTD17.75%
Dividend Est.4.34 (2.17%) P/FCF44.47 EPS past 5Y12.50% ROI7.40% 52W High-0.09% Beta1.13
Dividend TTM4.10 (2.05%) Quick Ratio- Sales past 5Y17.50% Gross Margin- 52W Low58.69% ATR (14)2.79
Dividend Ex-DateApr 04, 2024 Current Ratio- EPS Y/Y TTM34.20% Oper. Margin46.90% RSI (14)72.90 Volatility1.48% 1.49%
Employees309926 Debt/Eq1.17 Sales Y/Y TTM54.49% Profit Margin28.00% Recom2.00 Target Price195.34
Option/ShortYes / Yes LT Debt/Eq1.17 EPS Q/Q-14.90% Payout24.90% Rel Volume0.96 Prev Close199.52
Sales Surprise-2.91% EPS Surprise-9.22% Sales Q/Q43.40% EarningsApr 12 BMO Avg Volume8.98M Price200.30
SMA204.64% SMA5010.07% SMA20026.06% Trades Volume8,587,475 Change0.39%
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
Mar-28-24 09:58PM
06:12PM
03:39PM
03:35PM
03:27PM
02:36PM Loading…
02:36PM
02:08PM
01:54PM
12:06PM
09:42AM
12:00AM
Mar-27-24 11:33PM
11:26PM
03:53PM
03:05PM
12:43PM Loading…
12:43PM
11:00AM
09:31AM
08:35AM
08:20AM
Mar-26-24 07:22PM
05:31PM
03:17PM
02:04PM
12:30PM
09:30AM
09:23AM
08:37AM
07:49AM
Mar-25-24 05:45PM
04:44PM Loading…
04:44PM
04:43PM
04:32PM
02:11PM
01:37PM
01:07PM
11:35AM
10:00AM
08:39AM
Mar-24-24 12:47PM
10:01AM
08:16AM
08:04AM
Mar-23-24 11:16AM
Mar-22-24 05:14PM
03:41PM
03:00PM
11:27AM
Mar-21-24 04:18PM
12:31PM
11:35AM
11:26AM
11:15AM
10:08AM
10:05AM
09:39AM
07:52AM
Mar-20-24 09:24PM
07:23PM
06:59PM
04:40PM
04:10PM
01:50PM
12:18PM
11:54AM
07:52AM
03:31AM
01:30AM
01:28AM
Mar-19-24 06:35PM
04:37PM
03:27PM
03:00PM
01:09PM
12:52PM
12:00PM
11:27AM
09:33AM
09:30AM
09:15AM
08:53AM
05:00AM
03:38AM
03:32AM
Mar-18-24 05:45PM
09:04AM
09:00AM
08:00AM
07:00AM
Mar-17-24 05:47PM
11:44AM
09:51AM
09:47AM
09:43AM
09:24AM
Mar-16-24 04:27PM
04:24PM
03:31PM
03:24PM
Mar-15-24 04:20PM
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 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
Scher PeterVice ChairmanMay 19 '23Sale140.081,241173,83643,815May 19 04:21 PM
BACON ASHLEYChief Risk OfficerMay 15 '23Sale135.0016,7662,263,462195,356May 16 04:34 PM
Beer Lori AChief Information OfficerMay 15 '23Sale135.0015,9262,150,06641,196May 16 04:34 PM
Erdoes Mary E.CEO Asset & Wealth ManagementMay 15 '23Sale134.818,1191,094,483568,491May 16 04:34 PM
Petno Douglas BCEO Commercial BankingMay 15 '23Sale134.904,932665,331282,091May 16 04:34 PM
Scher PeterVice ChairmanMay 15 '23Sale135.021,240167,42145,056May 16 04:34 PM
Pinto Daniel EPresident & COO, CEO CIBMay 11 '23Sale135.93113,64015,446,790566,665May 11 06:32 PM
Piepszak JenniferCo-CEO CCBMay 11 '23Sale135.971,871254,40524,797May 11 06:31 PM
Last Close
Mar 28 04:00PM ET
417.69
Dollar change
+2.44
Percentage change
0.59
%
GS Goldman Sachs Group, Inc. daily Stock Chart
IndexDJIA, S&P 500 P/E18.30 EPS (ttm)22.82 Insider Own0.54% Shs Outstand325.56M Perf Week0.96%
Market Cap135.98B Forward P/E10.67 EPS next Y39.13 Insider Trans-2.59% Shs Float323.82M Perf Month6.23%
Income7.91B PEG1.86 EPS next Q8.93 Inst Own72.46% Short Float1.44% Perf Quarter8.64%
Sales110.07B P/S1.24 EPS this Y48.20% Inst Trans-0.22% Short Ratio2.03 Perf Half Y29.74%
Book/sh326.87 P/B1.28 EPS next Y15.46% ROA0.55% Short Interest4.67M Perf Year31.17%
Cash/sh- P/C- EPS next 5Y9.85% ROE7.28% 52W Range289.36 - 416.76 Perf YTD8.27%
Dividend Est.11.37 (2.72%) P/FCF0.92 EPS past 5Y-1.98% ROI2.48% 52W High0.22% Beta1.42
Dividend TTM10.75 (2.57%) Quick Ratio- Sales past 5Y18.17% Gross Margin- 52W Low44.35% ATR (14)7.93
Dividend Ex-DateFeb 28, 2024 Current Ratio0.87 EPS Y/Y TTM-24.19% Oper. Margin9.86% RSI (14)70.11 Volatility1.66% 2.02%
Employees45300 Debt/Eq5.51 Sales Y/Y TTM63.86% Profit Margin7.18% Recom1.84 Target Price420.73
Option/ShortYes / Yes LT Debt/Eq1.73 EPS Q/Q64.86% Payout45.92% Rel Volume1.05 Prev Close415.25
Sales Surprise4.82% EPS Surprise51.50% Sales Q/Q23.74% EarningsApr 15 BMO Avg Volume2.30M Price417.69
SMA205.96% SMA507.53% SMA20019.50% Trades Volume2,401,940 Change0.59%
Date Action Analyst Rating Change Price Target Change
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
Jul-13-23Upgrade Odeon Hold → Buy $355.75
Today 03:42AM
Mar-28-24 09:58PM
02:50PM
01:38PM
Mar-27-24 10:14PM
04:37PM Loading…
04:37PM
12:47PM
11:02AM
10:43AM
08:23AM
07:40AM
Mar-26-24 05:11PM
12:09PM
11:30AM
07:49AM
03:15PM Loading…
Mar-25-24 03:15PM
02:26PM
10:00AM
08:29AM
02:12AM
Mar-24-24 12:47PM
10:59AM
10:42AM
08:04AM
Mar-23-24 09:42AM
Mar-22-24 03:27PM
02:43PM
02:41PM
02:38PM
02:28PM
05:18PM Loading…
Mar-21-24 05:18PM
02:20PM
01:49PM
11:42AM
11:38AM
11:19AM
07:52AM
Mar-20-24 09:56PM
11:19AM
11:04AM
Mar-19-24 09:33PM
04:30PM
03:00PM
01:09PM
11:26AM
06:07AM
03:00AM
Mar-18-24 04:56PM
04:46PM
02:26PM
02:24PM
12:14PM
10:55AM
09:44AM
08:35AM
07:17AM
Mar-17-24 05:20PM
11:41AM
Mar-16-24 04:35PM
04:31PM
03:24PM
01:51PM
09:19AM
Mar-15-24 06:31PM
12:53PM
06:56AM
06:15AM
Mar-14-24 05:50PM
11:14AM
08:20AM
08:10AM
Mar-13-24 09:00PM
09:08AM
09:07AM
09:03AM
03:07AM
Mar-12-24 08:40AM
08:34AM
08:28AM
05:58AM
04:09AM
03:47AM
Mar-11-24 10:54PM
09:23PM
08:39PM
01:09PM
12:35PM
04:11AM
Mar-10-24 03:05PM
08:12AM
07:27AM
Mar-09-24 02:11PM
08:22AM
Mar-08-24 08:04PM
05:45PM
04:44PM
04:24PM
03:05PM
02:19PM
01:45PM
The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
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
GOLDMAN SACHS GROUP INC10% OwnerMay 08 '23Sale21.6124,819,473536,472,909110,337May 10 04:40 PM
LEE BRIAN JChief Risk OfficerMay 02 '23Sale337.663,0001,012,97415,052May 04 04:30 PM
LEE BRIAN JChief Risk OfficerMay 02 '23Sale337.633,0001,012,89715,808May 04 04:30 PM
BERLINSKI PHILIP R.Global TreasurerApr 20 '23Sale338.103,7501,267,87521,366Apr 21 04:30 PM
Ruemmler Kathryn H.Chief Legal Officer, GCApr 19 '23Sale332.677,2772,420,8404,334Apr 21 04:30 PM
Open in Screener

MS

Morgan Stanley

Last Close
Mar 28 04:00PM ET
94.16
Dollar change
+0.66
Percentage change
0.71
%
MS Morgan Stanley daily Stock Chart
IndexS&P 500 P/E18.20 EPS (ttm)5.17 Insider Own23.35% Shs Outstand1.63B Perf Week0.81%
Market Cap153.98B Forward P/E12.95 EPS next Y7.27 Insider Trans-0.08% Shs Float1.25B Perf Month9.42%
Income8.53B PEG2.28 EPS next Q1.70 Inst Own62.49% Short Float1.31% Perf Quarter0.53%
Sales96.67B P/S1.59 EPS this Y22.90% Inst Trans-1.02% Short Ratio1.85 Perf Half Y15.32%
Book/sh55.50 P/B1.70 EPS next Y14.23% ROA0.76% Short Interest16.39M Perf Year10.93%
Cash/sh- P/C- EPS next 5Y8.00% ROE9.12% 52W Range69.42 - 95.57 Perf YTD0.98%
Dividend Est.3.51 (3.72%) P/FCF16.86 EPS past 5Y1.84% ROI2.43% 52W High-1.48% Beta1.42
Dividend TTM3.33 (3.53%) Quick Ratio- Sales past 5Y15.18% Gross Margin- 52W Low35.64% ATR (14)1.88
Dividend Ex-DateJan 30, 2024 Current Ratio1.37 EPS Y/Y TTM-15.84% Oper. Margin12.14% RSI (14)67.19 Volatility1.65% 2.15%
Employees80000 Debt/Eq3.63 Sales Y/Y TTM45.99% Profit Margin8.82% Recom2.35 Target Price94.49
Option/ShortYes / Yes LT Debt/Eq2.54 EPS Q/Q-32.46% Payout62.71% Rel Volume0.75 Prev Close93.50
Sales Surprise0.96% EPS Surprise-20.84% Sales Q/Q27.00% EarningsApr 16 BMO Avg Volume8.87M Price94.16
SMA205.78% SMA507.90% SMA20010.83% Trades Volume6,659,550 Change0.71%
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 $94
Mar-28-24 06:00PM
05:29PM
05:12PM
04:39PM
03:24PM
02:58PM Loading…
02:58PM
02:36PM
02:08PM
01:59PM
Mar-27-24 10:14PM
05:35PM
03:34PM
12:34PM
11:17AM
11:02AM
10:30AM Loading…
10:30AM
Mar-26-24 05:11PM
04:57PM
03:49PM
01:23PM
12:30PM
08:04AM
08:00AM
05:35AM
Mar-25-24 06:38PM
02:27PM
10:00AM
09:30AM
Mar-24-24 03:56PM
10:42AM
08:04AM Loading…
08:04AM
Mar-23-24 09:48AM
09:42AM
Mar-22-24 05:50PM
04:55PM
03:27PM
02:38PM
10:57AM
10:51AM
Mar-21-24 05:14PM
10:43AM
10:12AM
09:00AM
Mar-20-24 06:59PM
12:52PM
10:56AM
06:00AM
Mar-19-24 09:33PM
02:47PM
01:09PM
09:59AM
09:24AM
09:00AM
08:32AM
03:00AM
Mar-18-24 06:00PM
03:38PM
05:21AM
04:10AM
03:45AM
Mar-17-24 11:44AM
09:47AM
09:28AM
09:24AM
Mar-16-24 04:31PM
03:31PM
03:24PM
Mar-15-24 05:39PM
04:30PM
03:40PM
12:53PM
12:40PM
07:20AM
Mar-14-24 09:50PM
08:28PM
01:35PM
12:19PM
09:00AM
08:20AM
08:13AM
Mar-13-24 04:10PM
12:56PM
08:56AM
12:51AM
Mar-12-24 05:50PM
05:27PM
08:42AM
Mar-11-24 08:39PM
06:00PM
01:09PM
Mar-10-24 08:13AM
Mar-09-24 02:11PM
Mar-08-24 04:54PM
04:34PM
04:24PM
03:56PM
03:19PM
03:01PM
12:03PM
10:28AM
Provides diversified financial services including brokerage, investment management and venture capital services
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
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
AKRAM RAJADeputy Chief Financial OfficerMay 15 '23Sale82.957,320607,19896,484May 17 04:08 PM
GLOCER THOMAS HDirectorMay 03 '23Sale87.114,535395,02198,110May 05 04:16 PM
Last Close
Mar 28 04:00PM ET
22.80
Dollar change
-0.16
Percentage change
-0.68
%
FIG Simplify Macro Strategy ETF daily Stock Chart
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y2.28% Shs Outstand Perf Week-1.02%
SponsorSimplify ETF ETF Type Tagsmulti-asset Return% 3Y- Total Holdings15 Perf Month0.71%
Fund Family Bond Type Tagstreasuries Return% 5Y- AUM26.92M Perf Quarter-0.78%
Index- Average Maturity Tagsbonds Return% 10Y NAV% Perf Half Y1.83%
Index Weighting Commodity Type Tagsoptions Return% SI NAV/sh Perf Year-1.91%
Active/Passive Quant Type Tagsfutures Flows% 1M-2.09% 52W Range22.07 - 24.67 Perf YTD-0.56%
Dividend TTM0.89 (3.92%) ESG Type Tags- Flows% 3M-11.31% 52W High-7.58% Beta0.44
Dividend Ex-DateDec 26, 2023 Dividend Type Sector/Theme Flows% YTD-11.31% 52W Low3.31% ATR (14)0.18
Expense1.00% Structure Type Region Flows% 1Y RSI (14)46.96 Volatility0.51% 0.63%
Option/ShortNo / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume1.55 Prev Close22.95
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume6.11K Price22.80
SMA20-0.28% SMA50-0.24% SMA200-0.21% Trades Volume9,458 Change-0.68%
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
Mar 28 04:00PM ET
42.12
Dollar change
+0.23
Percentage change
0.55
%
XLF Financial Select Sector SPDR daily Stock Chart
CategoryUS Equities - Industry Sector Asset TypeEquities (Stocks) TagsU.S. Return% 1Y35.69% Shs Outstand Perf Week0.53%
SponsorState Street (SPDR) ETF Type Tagsequity Return% 3Y9.41% Total Holdings75 Perf Month4.36%
Fund Family Bond Type Tagsfinancial Return% 5Y12.68% AUM38.15B Perf Quarter11.99%
IndexS&P Financial Select Sector Index Average Maturity Tags- Return% 10Y NAV% Perf Half Y26.71%
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year34.10%
Active/Passive Quant Type Tags- Flows% 1M-1.55% 52W Range31.22 - 42.03 Perf YTD12.02%
Dividend TTM0.64 (1.52%) ESG Type Tags- Flows% 3M0.70% 52W High0.20% Beta1.09
Dividend Ex-DateDec 18, 2023 Dividend Type Sector/Theme Flows% YTD0.46% 52W Low34.91% ATR (14)0.40
Expense0.10% Structure Type Region Flows% 1Y RSI (14)72.09 Volatility0.90% 0.93%
Option/ShortYes / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.92 Prev Close41.89
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume44.87M Price42.12
SMA202.87% SMA505.87% SMA20017.29% Trades Volume41,383,310 Change0.55%
Date Action Analyst Rating Change Price Target Change
Jan-28-22Downgrade Goldman Buy → Neutral
Mar-11-24 07:56AM
Feb-29-24 06:00AM
Feb-15-24 06:00AM
Feb-09-24 10:36AM
Feb-08-24 06:00AM
05:39AM Loading…
Jan-15-24 05:39AM
Dec-29-23 04:38PM
Dec-27-23 12:30PM
Dec-21-23 04:45PM
Dec-19-23 05:30AM
05:30AM
Dec-14-23 05:22PM
Dec-07-23 10:21AM
Dec-01-23 01:39PM
Nov-30-23 04:13PM
04:13PM Loading…
04:13PM
Nov-16-23 11:00AM
Nov-02-23 10:44AM
Oct-27-23 10:05AM
Oct-13-23 10:26AM
Oct-05-23 03:31PM
Oct-03-23 04:42PM
08:35AM
Sep-27-23 11:21AM
Sep-19-23 06:20AM
Sep-03-23 07:00AM
Aug-30-23 08:57AM
Aug-14-23 02:12PM
Aug-09-23 05:11PM
Jul-25-23 03:22PM
12:05PM Loading…
Jul-19-23 12:05PM
Jul-10-23 11:36AM
10:05AM
Jun-26-23 05:23AM
Jun-23-23 11:10AM
Jun-02-23 10:00AM
May-23-23 04:00PM
May-17-23 02:32PM
May-16-23 09:00AM
May-09-23 02:00PM
May-04-23 10:08AM
May-03-23 02:00PM
May-01-23 09:43AM
Apr-25-23 10:05AM
Apr-21-23 09:45AM
Apr-14-23 09:46AM
07:00AM
07:00AM
07:00AM
Apr-13-23 09:35AM
Apr-12-23 03:31PM
01:50PM
12:15PM
Apr-10-23 02:30PM
Apr-04-23 09:18AM
Apr-03-23 05:35PM
Mar-31-23 05:25PM
09:15AM
Mar-29-23 02:22PM
Mar-28-23 01:36PM
Mar-27-23 04:14PM
01:45PM
09:47AM
Mar-25-23 06:00AM
Mar-24-23 03:28PM
Mar-23-23 02:00PM
Mar-21-23 03:34PM
03:04PM
02:06PM
Mar-20-23 03:00PM
02:11PM
11:32AM
Mar-19-23 10:35AM
Mar-17-23 06:00PM
01:32PM
09:44AM
Mar-16-23 07:32PM
04:02PM
11:15AM
05:30AM
Mar-14-23 09:16AM
08:50AM
Mar-13-23 11:07AM
Mar-10-23 04:45PM
01:26PM
Mar-09-23 04:07PM
Feb-24-23 08:00AM
Feb-07-23 01:00PM
Feb-01-23 06:45PM
Jan-25-23 03:12PM
Jan-19-23 03:15PM
05:23AM
Jan-13-23 03:21PM
09:47AM
Jan-09-23 09:18AM
Dec-28-22 03:33PM
Dec-21-22 10:05AM
Dec-05-22 01:38PM
Nov-22-22 02:30PM
Oct-12-22 09:54AM
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.