Index S&P 500 P/E 15.84 EPS (ttm) 8.83 Insider Own 23.60% Shs Outstand 1.60B Perf Week -1.24%
Market Cap 224.27B Forward P/E 14.77 EPS next Y 9.46 Insider Trans -0.05% Shs Float 1.23B Perf Month 7.95%
Enterprise Value - PEG 1.68 EPS next Q 2.01 Inst Own 62.47% Short Float 1.20% Perf Quarter 28.12%
Income 14.14B P/S 2.05 EPS this Y 9.25% Inst Trans 1.61% Short Ratio 2.55 Perf Half Y 12.74%
Sales 109.24B P/B 2.27 EPS next Y 8.95% ROA 1.15% Short Interest 14.77M Perf YTD 11.19%
Book/sh 61.60 P/C - EPS next 5Y 9.43% ROE 14.13% 52W High 145.16 -3.70% Perf Year 34.30%
Cash/sh - P/FCF - EPS past 3/5Y -0.35% 8.89%ROIC 3.30% 52W Low 90.94 53.72% Perf 3Y 84.37%
Dividend Est. 3.86 (2.76%) EV/EBITDA - Sales past 3/5Y 20.48% 14.75% Gross Margin - Volatility 1.78% 1.71% Perf 5Y 194.23%
Dividend TTM 3.70 (2.65%) EV/Sales - EPS Y/Y TTM 45.50% Oper. Margin 14.09% ATR (14) 2.68 Perf 10Y 269.91%
Dividend Ex-Date Apr 30, 2025 Quick Ratio - Sales Y/Y TTM 6.31% Profit Margin 12.95% RSI (14) 55.82 Recom 2.46
Dividend Gr. 3/5Y 19.13% 22.25% Current Ratio 1.48 EPS Q/Q 16.64% SMA20 0.23% Beta 1.32 Target Price 139.81
Payout 44.68% Debt/Eq 3.18 Sales Q/Q 10.92% SMA50 5.45% Rel Volume 1.84 Prev Close 141.59
Employees 80000 LT Debt/Eq 2.96 Earnings Jul 16 BMO SMA200 11.36% Avg Volume 5.78M Price 139.79
IPO Mar 21, 1986 Option/Short Yes / Yes EPS/Sales Surpr. 7.47% 4.52% Trades
Volume 10,608,130 Change -1.27%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jan-10-23 Upgrade Odeon
Sell → Hold
$88.75
Jan-04-23 Downgrade Wolfe Research
Outperform → Underperform
$92
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Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 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
