MS

Morgan Stanley

Jul 18 • 04:00PM ET

140.83

Dollar change -0.07
Percentage change -0.05	%

Financial • Capital Markets • USA • NYSE

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Index	S&P 500	P/E	15.96	EPS (ttm)	8.83	Insider Own	23.60%	Shs Outstand	1.60B	Perf Week	-1.02%
Market Cap	225.05B	Forward P/E	14.73	EPS next Y	9.56	Insider Trans	-0.09%	Shs Float	1.22B	Perf Month	8.26%
Enterprise Value	-	PEG	1.71	EPS next Q	2.05	Inst Own	62.77%	Short Float	1.21%	Perf Quarter	30.57%
Income	14.14B	P/S	2.06	EPS this Y	10.69%	Inst Trans	1.61%	Short Ratio	2.51	Perf Half Y	7.87%
Sales	109.24B	P/B	2.29	EPS next Y	8.63%	ROA	1.15%	Short Interest	14.77M	Perf YTD	12.02%
Book/sh	61.60	P/C	-	EPS next 5Y	9.32%	ROE	14.13%	52W High	145.16 -2.98%	Perf Year	32.58%
Cash/sh	-	P/FCF	-	EPS past 3/5Y	-0.35% 8.89%	ROIC	3.30%	52W Low	90.94 54.86%	Perf 3Y	87.82%
Dividend Est.	3.87 (2.75%)	EV/EBITDA	-	Sales past 3/5Y	20.48% 14.75%	Gross Margin	-	Volatility	1.92% 1.71%	Perf 5Y	180.43%
Dividend TTM	3.70 (2.63%)	EV/Sales	-	EPS Y/Y TTM	45.50%	Oper. Margin	14.09%	ATR (14)	2.59	Perf 10Y	264.47%
Dividend Ex-Date	Jul 31, 2025	Quick Ratio	-	Sales Y/Y TTM	6.31%	Profit Margin	12.95%	RSI (14)	58.21	Recom	2.44
Dividend Gr. 3/5Y	19.13% 22.25%	Current Ratio	1.48	EPS Q/Q	16.64%	SMA20	0.29%	Beta	1.32	Target Price	141.72
Payout	44.68%	Debt/Eq	3.18	Sales Q/Q	10.92%	SMA50	5.54%	Rel Volume	0.95	Prev Close	140.90
Employees	80000	LT Debt/Eq	2.96	Earnings	Jul 16 BMO	SMA200	11.86%	Avg Volume	5.89M	Price	140.83
IPO	Mar 21, 1986	Option/Short	Yes / Yes	EPS/Sales Surpr.	7.47% 4.52%	Trades		Volume	5,563,855	Change	-0.05%

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

Show Previous Ratings

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02:30AM	Bank Earnings Are Sending a Message: The Economy Isn't That Bad (Barrons.com)
Jul-17-25 05:08PM	Companies have a good deal of cushion to absorb tariff costs, says Morgan Stanley's Ellen Zentner (CNBC TV)
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03:07PM	Netflix earnings on deck. Morgan Stanley's Ben Swinburne makes the bullish case for the stock (CNBC TV)
02:13PM	Why Morgan Stanley Offers A Compelling Long-Term Investor Story (Benzinga)
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11:48AM	Bank ETFs rise sharply, surpassing the S&P 500's gain (MarketWatch)
10:17AM	CrowdStrike Bulls Beware: This Trade May Be Getting Crowded (MarketBeat)
10:00AM	Long-Term Incentive Plans on the Rise: Morgan Stanley 2025 Single Family Office Compensation Report (Business Wire)
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09:38AM	Stock Market News for Jul 17, 2025 (Zacks)
08:44AM	Zacks Earnings Trends Highlights: JPMorgan, Bank of America, Citigroup, Wells Fargo, Goldman Sachs and Morgan Stanley (Zacks)
08:05AM	Better-Than-Expected Trading Drives Morgan Stanley's Q2 Earnings (Zacks)
07:17AM	Morgan Stanleys revenue and net income increase in Q2 2025 (Private Banker International)
06:30AM	'IPO window is open' & it's good news for Big Bank investors (Yahoo Finance Video)
02:55AM	Wall Street Banks Miss Out on Millions in Fees as Seven & i Deal Collapses (Bloomberg)
Jul-16-25 08:20PM	Q2 Earnings Season Kicks Off Positively: A Closer Look (Zacks)
07:07PM	Analyst Report: Morgan Stanley (Morningstar Research)
05:05PM	Stocks to Watch Recap: J&J, UnitedHealth, Goldman Sachs, Ford (The Wall Street Journal)
04:54PM	Stocks End Higher After Trump Plays Down Intentions to Fire Powell (The Wall Street Journal)
04:18PM	Bank Of America Rises On Earnings; JPMorgan's Dimon Sees Strengths And Risk (Investor's Business Daily)
03:18PM	Trading Desks Rejoice: Wall Street Keeps Benefitting From Tariff Upheaval (Barrons.com)
03:16PM	Oil Edges Lower as Stockpile Gain Undercuts Risk-On Sentiment (Bloomberg)
03:09PM	Stocks to Watch Wednesday: J&J, UnitedHealth, Goldman Sachs, Ford (The Wall Street Journal)
02:29PM	Banks' Wealth Management Units Ride Market Rebound in Second Quarter (Barrons.com)
01:00PM	Loading…
01:00PM	Big Bank CEOs see consumer strength, but signs of stress remain (Yahoo Finance Video)
12:24PM	Goldman Sachs Profit Surges on Higher Trading Revenue (The Wall Street Journal)
11:38AM	How to play financials: Large vs. regional banks (Yahoo Finance Video)
11:27AM	Morgan Stanley's Wealth Management Adds $59 Billion In Net New Assets, Total Client Assets Grow To $6.5 Trillion (UPDATED) (Benzinga)
11:20AM	PPI Remained Unchanged (Zacks)
10:30AM	Is Tariff Uncertainty Becoming Normalized? What Morgan Stanley CEO Thinks. (Barrons.com)
10:20AM	Strong Q2 Earnings, Cooling PPI Lead Pre-Markets Higher (Zacks)
10:14AM	Bank stocks move mostly lower despite earnings beats from Bank of America, Goldman Sachs and Morgan Stanley (MarketWatch)
10:12AM	Stocks endured a wild ride in the second quarter. It was great news for big banks. (Yahoo Finance)
09:58AM	Morgan Stanley Beats Q2 Earnings on Robust Trading, IB Remains Subdued (Zacks)
09:30AM	Morgan Stanley (MS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
09:10AM	PPI data, bank earnings, crypto legislation: 3 Things (Yahoo Finance Video)
08:42AM	Stock Market Today: Indexes Rise On Surprise Inflation Data; ASML Plunges On This Warning (Live Coverage) (Investor's Business Daily)
08:35AM	Morgan Stanley (MS) Tops Q2 Earnings and Revenue Estimates (Zacks)
08:25AM	Morgan Stanley 2Q Profit Rises on Trading Boost (The Wall Street Journal)
08:24AM	Morgan Stanley trumps Q2 forecasts amid strong trading activity (Investing.com)
08:13AM	Goldman Sachs Profit Surges, Powered by Trading, Investment Banking Revenue (The Wall Street Journal)
08:11AM	Morgan Stanley Posts Better-Than-Expected Earnings (Investopedia)
08:08AM	Morgan Stanley Wealth Unit Delivers Strong Performance in Volatile Quarter (Barrons.com)
08:01AM	Stock Market Today: Dow Rises Ahead Of Inflation Data; ASML Plunges On This Warning (Live Coverage) (Investor's Business Daily)
07:52AM	Choppy Quarter for Investment Banking at Morgan Stanley (Barrons.com)
07:39AM	Morgan Stanley Profit Tops Estimates on Strong Wealth Management Performance (Barrons.com)
07:27AM	Morgan Stanley Reports Second Quarter 2025 Earnings Results (Business Wire)
01:20AM	Morgan Stanley Unpicks Oil Market Riddle as Stockpiles Swell (Bloomberg)
12:09AM	Jim Cramer Notes Morgan Stanley Will "Reap Outsized Benefits" (Insider Monkey)
Jul-15-25 07:00PM	Bank earnings, United earnings, PPI, Fed talk: What to Watch (Yahoo Finance Video)
05:59PM	Nasdaq Clings to Gains, New All-Time High Close (Zacks)
05:41PM	Goldman Sachs, BofA, Morgan Stanley Expected to Report Higher Earnings. They Have High Bars to Clear. (Barrons.com)
04:33PM	JPMorgan, BlackRock Ease On Earnings; Dimon Sees Strengths And Risk (Investor's Business Daily)
03:42PM	Bank Earnings Show the Economy Is Doing Just Fine-For Now (Barrons.com)
09:00AM	Nvidia-China return adds more fuel to AI capex fire, says Morgan Stanley's Mike Wilson (CNBC TV)
08:26AM	Fed Chair Contender Is Now in Favor of Cutting Rates, Just as Trump Wants (Bloomberg)
06:30AM	Inflation Data and Bank Earnings Kick Off a Crucial Test for Markets (The Daily Upside)
04:41AM	Japan Bond Rout Touches New Pain Point as 10-Year Yield Rises (Bloomberg)
03:00AM	Dollars Slide Imperils Earnings for Large-Cap European Firms (Bloomberg)
12:04AM	Japanese Bonds Risk Liz Truss Moment as Election Jolts Market (Bloomberg)
Jul-14-25 10:43PM	Analyst Report: Morgan Stanley (Morningstar Research)
04:57PM	NASDAQ and Bitcoin hit all-time highs (CNBC TV)
02:57PM	Tariffs are unlikely to stir another sell-off, says Morgan Stanley's Andrew Slimmon (CNBC TV)
02:54PM	JPMorgan, Wells Fargo Lead Bank Earnings. Morgan Stanley, Goldman On Deck. (Investor's Business Daily)
12:39PM	Big Bank earnings: 3 key points to watch (Yahoo Finance Video)
11:44AM	Goldman's Q2 Earnings on the Deck: Here's How to Play the Stock Now (Zacks)
10:47AM	Robust Trading, NII Growth to Aid Morgan Stanley's Q2 Earnings (Zacks)
10:22AM	Morgan Stanley, Goldman to Settle Lawsuit Over Archegos Trades (Bloomberg)
08:50AM	Morgan Stanley Suffers Setback in Battle Over Millions in Advisor Deferred Pay (Barrons.com)
07:34AM	Chinas GDP Seen Outpacing Target, Easing Stimulus Pressure (Bloomberg)
07:13AM	Morgan Stanley Says Tax Cuts and Earnings to Boost US Mega Caps (Bloomberg)
07:00AM	Want to Know Where the Economy Is Headed? Look at These Banks (The Wall Street Journal)
Jul-13-25 10:00AM	Earnings this week will be the first test of markets' newfound trade-war nonchalance (MarketWatch)
08:00AM	Big Banks, Netflix, Pepsico, GE Aerospace: Earnings this week (Yahoo Finance Video)
06:01AM	Morgan Stanley Exec on the IPO Market and Robinhoods Tokenized Stocks (WSJ)
Jul-12-25 08:00PM	Xis Price-War Campaign Creates a Buzz in Chinas Stock Market (Bloomberg)
09:00AM	Five Themes for Investors to Watch as Earnings Season Kicks Off (Bloomberg)
Jul-11-25 07:00PM	Earnings season, CPI data, Fed commentary: What to Watch (Yahoo Finance Video)
05:52PM	Bank earnings: Here's what investors & analysts are watching (Yahoo Finance Video)
04:01PM	Eaton Vance Municipal Bond Fund Announces Tender Offer to Purchase up to 5% of Outstanding Shares (Business Wire)
11:46AM	Morgan Stanley's Ben Swinburne: Here's how AI could change how we consume entertainment (CNBC TV)
11:05AM	US Banks Set to Post Trading Gains on Trumps Tariff Turmoil (Bloomberg)
10:00AM	The Charles Schwab Corporation (SCHW) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
09:15AM	Insights Into Morgan Stanley (MS) Q2: Wall Street Projections for Key Metrics (Zacks)
08:00AM	Big Banks Are Tired of Losing Recruits to Private Equity (Bloomberg)
Jul-10-25 10:32PM	Dollar losing allure for Chinese traders creates runway for yuan (Bloomberg)
05:37PM	What's driving confidence in Big Banks ahead of earnings (Yahoo Finance Video)
03:24PM	How to play Apple shares and big bank earnings as the stock market hits another record (MarketWatch)
02:58PM	Morgan Stanley's Jim Caron on what's driving the market's momentum (CNBC TV)
05:30AM	Inside the Wall Street Recruitment Wars Pitting Banks Against Buyout Firms (The Wall Street Journal)
05:00AM	Xi Signals China May Finally Move to End Deflationary Price Wars (Bloomberg)
03:01AM	Japan 20-Year Bond Sale Leaves Traders in Limbo Before Election (Bloomberg)
Jul-09-25 10:41PM	Market Braces for Pivotal 20-Year Japan Bond Sale as Yields Rise (Bloomberg)
03:55PM	Morgan Stanley's Mike Wilson: A weaker dollar is an under-appreciated tailwind for stocks (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
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

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MS

Morgan Stanley

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