MS

Morgan Stanley

Oct 09 • 04:00PM ET

156.27

+0.62 0.40 %

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 DGRO

Index	S&P 500	P/E	17.71	EPS (ttm)	8.83	Insider Own	23.59%	Shs Outstand	1.60B	Perf Week	0.62%
Market Cap	249.46B	Forward P/E	15.91	EPS next Y	9.82	Insider Trans	-0.06%	Shs Float	1.22B	Perf Month	1.40%
Enterprise Value	-	PEG	1.61	EPS next Q	2.09	Inst Own	62.17%	Short Float	1.33%	Perf Quarter	9.83%
Income	14.14B	P/S	2.28	EPS this Y	12.62%	Inst Trans	-0.66%	Short Ratio	3.14	Perf Half Y	39.90%
Sales	109.29B	P/B	2.54	EPS next Y	9.74%	ROA	1.15%	Short Interest	16.22M	Perf YTD	24.30%
Book/sh	61.59	P/C	-	EPS next 5Y	10.98%	ROE	14.13%	52W High	163.98 -4.70%	Perf Year	45.18%
Cash/sh	-	P/FCF	12.46	EPS past 3/5Y	-0.35% 8.89%	ROIC	3.24%	52W Low	94.33 65.66%	Perf 3Y	86.10%
Dividend Est.	3.86 (2.47%)	EV/EBITDA	-	Sales past 3/5Y	20.48% 14.75%	Gross Margin	-	Volatility	1.95% 1.89%	Perf 5Y	225.77%
Dividend TTM	3.78 (2.42%)	EV/Sales	-	EPS Y/Y TTM	45.50%	Oper. Margin	14.07%	ATR (14)	3.05	Perf 10Y	396.10%
Dividend Ex-Date	Jul 31, 2025	Quick Ratio	-	Sales Y/Y TTM	6.36%	Profit Margin	12.94%	RSI (14)	52.26	Recom	2.43
Dividend Gr. 3/5Y	19.13% 22.25%	Current Ratio	1.49	EPS Q/Q	16.60%	SMA20	-1.09%	Beta	1.33	Target Price	154.33
Payout	44.68%	Debt/Eq	4.08	Sales Q/Q	11.13%	SMA50	3.36%	Rel Volume	1.18	Prev Close	155.65
Employees	80000	LT Debt/Eq	3.03	Earnings	Oct 15 BMO	SMA200	16.73%	Avg Volume	5.17M	Price	156.27
IPO	Mar 21, 1986	Option/Short	Yes / Yes	EPS/Sales Surpr.	7.47% 4.52%	Trades		Volume	6,075,656	Change	0.40%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jan-10-23	Upgrade	Odeon	Sell → Hold	$88.75

Show Previous Ratings

Today 04:45PM	How Nick Kavallieratos Helps Clients Navigate Life Changes (Barrons.com)
02:30PM	Morgan Stanley Investment Managements 1GT Leads $60 Million Series E in Corvus Energy (Business Wire)
12:45PM	The Week Ahead: Inflation Data, Bank Earnings on Deck (Schaeffer's Research)
12:35PM	Morgan Stanley's Stephen Byrd: No job will be unaffected by AI (CNBC TV)
11:33AM	How to Approach Goldman Stock Ahead of Its Q3 Earnings Release? (Zacks)
09:14AM	Loading…
09:14AM	CIOs see modest IT spending rebound into 2026, Morgan Stanley says (Investing.com)
05:00AM	Big banks are walking a political tightrope in Trump's Washington (Yahoo Finance)
Oct-08-25 05:30PM	Elon Musk Names Former Morgan Stanley Banker Anthony Armstrong As xAI CFO Amid $200 Billion Valuation Push: Report (Benzinga)
10:00AM	Morgan Stanley (MS) Earnings Expected to Grow: Should You Buy? (Zacks)
09:09AM	JPM or MS: Which IB Stock to Buy Amid Optimistic Industry Prospects? (Zacks)
08:44AM	Morgan Stanley says buy TSMC ahead of a guidance boost next week (Investing.com)
Oct-07-25 06:00PM	Morgan Stanley (MS) Declines More Than Market: Some Information for Investors (Zacks)
11:51AM	BLK's Aladdin Ties Up With OTCX to Digitize OTC Derivative Trading (Zacks)
10:47AM	Micron's New Wall Street Bull (Bloomberg)
Oct-06-25 11:00PM	Big Banks Woo Trump for Roles on Blockbuster IPO (The Wall Street Journal)
07:51PM	Loading…
07:51PM	Morgan Stanley Bitcoin Guidance Could Channel $80B Into Crypto (99bitcoins)
04:40PM	Still room to move higher in AI trade, says Morgan Stanley's Sherry Paul (CNBC TV)
03:34PM	Morgan Stanley cuts TL, LTL earnings outlook (FreightWaves)
10:06AM	Morgan Stanleys Wilson says U.S. valuations supported as earnings recovery builds (Investing.com)
08:17AM	U.S. consumer concerns about inflation at lowest level since early 2022: survey (Investing.com)
07:46AM	Wall Street Pivots: Morgan Stanley Officially Recommends Exposure To Crypto, Especially Bitcoin (99bitcoins)
Oct-03-25 09:00AM	Morgan Stanley (MS) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
08:00AM	Morgan Stanley's Ned Gibbons: Why Starting My Career in Sales Made Me a Better Financial Advisor (Barrons.com)
Oct-02-25 12:10PM	Why Morgan Stanley (MS) is Poised to Beat Earnings Estimates Again (Zacks)
09:57AM	10 stocks that not only beat the S&P 500 but also grew their dividends the most (MarketWatch)
08:00AM	BlackRock Launches AI Tool for Financial Advisors. Its First Client Is a Big One. (Barrons.com)
Oct-01-25 07:30PM	Marjorie Taylor Greene Loads Up On Six-Figure Treasury Bill Diversifies Portfolio With Bitcoin ETF, Tech Stocks (Benzinga)
05:50PM	Morgan Stanley (MS) Stock Sinks As Market Gains: Here's Why (Zacks)
04:26PM	Private jobs sink in September, but Morgan Stanley wary of bets on jumbo rate cut (Investing.com)
04:00PM	E*TRADE from Morgan Stanley Releases Monthly Sector Rotation Study (Business Wire)
03:08PM	Loading…
03:08PM	The Shutdown Has Created a Data Desert. Wall Street Waits for Bank Earnings to Fill in the Gaps. (Barrons.com)
02:15PM	Morgan Stanley (MS) to Enable Crypto Trading on ETrade Starting 2026 (Insider Monkey)
07:26AM	Fed grants Morgan Stanley lower stress capital buffer (Banking Dive)
05:27AM	Morgan Stanley: Private Market Evergreens in High Demand (Bloomberg)
Sep-30-25 06:00PM	Morgan Stanley (MS) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
05:28PM	Morgan Stanley's Stress Capital Buffer Revised Lower (The Wall Street Journal)
04:36PM	Morgan Stanley Statement on Stress Capital Buffer Reconsideration (Business Wire)
03:47PM	American Exceptionalism Isn't What It Was. What's Next for Investors. (Barrons.com)
02:15PM	Morgan Stanley Investment Management and Opportunity Finance Network Announce Annual Contribution Recipients in Support of Affordable Housing and Community Development (Business Wire)
12:15PM	Not too worried about government shutdown from market perspective, says Morgan Stanley's Zezas (CNBC TV)
09:10AM	Fed Pivots: What it Means for MS' Capital Markets Business (Zacks)
06:00AM	1 in 5 Wealth, Asset Firms Will Be Acquired by 2029 (The Daily Upside)
05:15AM	Morgan Stanley Plans to Launch Crypto Trading on E*Trade by 2026. Here Are the 3 Coins It's Targeting. (Motley Fool)
Sep-29-25 04:56PM	Morgan Stanley's Ben Huneke: Asset owners are moving more capital into private markets (CNBC TV)
01:56PM	Final Trades: Leidos Holdings, Charles Schwab, Morgan Stanley and the ETHA (CNBC TV)
12:17PM	Morgan Stanley cuts Wells Fargo and U.S. Bancorp rating (Investing.com)
11:48AM	Is Raymond James' Capital Distribution Policy Sustainable? (Zacks)
10:13AM	JEF or MS: Which Investment Banking Stock Offers Better Upside Now? (Zacks)
09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
09:25AM	Morgan Stanley Investment Management Launches Alternatives Investing Center (Business Wire)
08:49AM	Applovin gains ahead of non-gaming self-serve launch (Investing.com)
Sep-27-25 09:28PM	How Morgan Stanley (MS) Stands Out in the Bank Dividend Stock Landscape (Insider Monkey)
Sep-26-25 05:47PM	'There's a lot at risk' if government shuts down, says Morgan Stanley's Monica Guerra (CNBC TV)
03:45PM	Former Morgan Stanley Advisor Suspended for 2 Years for Alleged Improper Account Transfers (Barrons.com)
10:56AM	Microsoft, Riot, Pernod Ricard: Top analyst calls (Yahoo Finance Video)
08:19AM	The HSBC test shows IBM is a clear leader in the quantum market: Morgan Stanley (Investing.com)
06:45AM	What You Need to Know Ahead of Morgan Stanleys Earnings Release (Barchart)
Sep-25-25 01:17PM	Report: 20% of Wealth, Asset Managers to Be Acquired by 2029 (Wealth Management)
01:06PM	Whos buying Japanese stocks? Morgan Stanley answers (Investing.com)
11:47AM	Why Good Economic News Could Dash Hopes of a Fed Rate Cut (Barrons.com)
11:45AM	Why Morgan Stanley (MS) is a Top Dividend Stock for Your Portfolio (Zacks)
08:50AM	How to Find Strong Finance Stocks Slated for Positive Earnings Surprises (Zacks)
Sep-24-25 05:50PM	Morgan Stanley (MS) Sees a More Significant Dip Than Broader Market: Some Facts to Know (Zacks)
03:39PM	Bitcoin reclaims the $113,000 level despite tech pullback on Wall Street: CNBC Crypto World (CNBC TV)
12:50PM	Morgan Stanley, Zerohash to Launch Crypto Trading for ETrade Clients (Zacks)
11:55AM	Why Conservative Investors Favor Morgan Stanley (MS) in a Dividend Stock Portfolio (Insider Monkey)
09:45AM	Morgan Stanley (MS) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
Sep-23-25 08:49PM	Morgan Stanley Accelerates Wall Streets Crypto Trading with E*Trade Integration (BeInCrypto)
06:00PM	Bank stocks: The bearish case for the financial sector (Yahoo Finance Video)
02:36PM	Morgan Stanley close to offering crypto trading through E-Trade (CNBC TV)
02:32PM	Fashion Retails $6 Billion Potential in AI Cost Savings (WWD)
01:54PM	Morgan Stanley to Offer Crypto to E*Trade Clients (Bloomberg)
01:19PM	Morgan Stanley to offer crypto trading in surprise move (TheStreet)
12:31PM	Morgan Stanley to Unlock $1.3T Crypto Trading via E-Trade in 2026 (Cryptonews)
12:00PM	Are You Looking for a Top Momentum Pick? Why Morgan Stanley (MS) is a Great Choice (Zacks)
11:55AM	Raymond James Touches 52-Week High: Is RJF Stock Worth Betting on? (Zacks)
10:43AM	Morgan Stanley Crypto Trading Ambitions Drawing Nearer: Bloomberg (CoinDesk)
09:35AM	Morgan Stanley CIO Mike Wilson: The early-cycle rolling recovery has begun (CNBC TV)
09:11AM	Morgan Stanley lifts Nike stock target but remains on the sidelines (Investing.com)
08:57AM	Fed Pivot to Support Investment Banking Industry: 3 Stocks to Buy (Zacks)
08:30AM	Sustainable funds outearned traditional investments in 1st half of 2025: Morgan Stanley (ESG Dive)
08:21AM	Market Skepticism Is Growing for Morgan Stanley's Shalett (Bloomberg)
Sep-22-25 04:33PM	Fed has provided tailwind for equities moving forward, says Morgan Stanley's Chris Toomey (CNBC TV)
04:33PM	Apple's iPhone 17 cycle is better than we expected, says Morgan Stanley's Erik Woodring (CNBC TV)
10:01AM	Morgan Stanley: Tariffs to hit new vehicle prices hardest, auto parts resilient (Investing.com)
09:45AM	How Enhanced Partnership With SMBC Group Will Drive JEF's Prospects (Zacks)
09:43AM	The Zacks Analyst Blog Highlights Costco Wholesale, Morgan Stanley and Caterpillar (Zacks)
09:20AM	Investors Heavily Search Morgan Stanley (MS): Here is What You Need to Know (Zacks)
07:48AM	Morgan Stanley revisits semicap calls: AMAT, LAM lifted; KLAC downgraded (Investing.com)
Sep-19-25 04:09PM	Top Research Reports for Costco, Morgan Stanley & Caterpillar (Zacks)
01:56PM	How Playing College Hoops Prepared This Morgan Stanley Financial Advisor to Work With Athlete Clients (Barrons.com)
10:31AM	BAC Agrees to Buy Santander's 100M Euro Real Estate Portfolio (Zacks)
Sep-18-25 05:04PM	Morgan Stanley Unveils 2026 Advisor Pay Plan. It's Changing the Mix. (Barrons.com)
12:21PM	Bloom Energy Booms on AI Power Demand and Analyst Upgrades (MarketBeat)
12:06PM	Chevron Reshapes Portfolio With Singapore Refinery Stake Exit (Zacks)
08:00AM	Morgan Stanley Hopes to Gain More Clients From a Coming IPO Wave. Its Deal With Carta Should Help. (Barrons.com)
Sep-17-25 05:50PM	Morgan Stanley (MS) Gains As Market Dips: What You Should Know (Zacks)
03:17PM	Watch CNBC's full interview with the 'Power Lunch' Fed Panel (CNBC TV)
03:17PM	Markets can support a higher multiple as productivity increases, says Morgan Stanley's Jim Caron (CNBC TV)
02:17PM	Economy does not warrant a 50 basis point rate cut in September, says Morgan Stanley's Michael Gapen (CNBC TV)

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
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
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

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