Index S&P 500
P/E 18.26
EPS (ttm) 5.49
Insider Own 23.46%
Shs Outstand 1.63B
Perf Week 1.97%
Market Cap 162.87B
Forward P/E 13.20
EPS next Y 7.59
Insider Trans -0.11%
Shs Float 1.24B
Perf Month 11.03%
Income 8.96B
PEG 2.28
EPS next Q 1.67
Inst Own 61.56%
Short Float 0.99%
Perf Quarter 15.86%
Sales 99.83B
P/S 1.63
EPS this Y 32.43%
Inst Trans -1.02%
Short Ratio 1.57
Perf Half Y 25.78%
Book/sh 55.60
P/B 1.80
EPS next Y 10.64%
ROA 0.78%
Short Interest 12.35M
Perf Year 19.44%
Cash/sh -
P/C -
EPS next 5Y 8.00%
ROE 9.52%
52W Range 69.42 - 100.98
Perf YTD 7.47%
Dividend Est. 3.51 (3.50%)
P/FCF 22.02
EPS past 5Y 1.84%
ROI 2.41%
52W High -0.75%
Beta 1.37
Dividend TTM 3.40 (3.39%)
Quick Ratio -
Sales past 5Y 15.18%
Gross Margin -
52W Low 44.37%
ATR (14) 1.60
Dividend Ex-Date Apr 29, 2024
Current Ratio 1.40
EPS Y/Y TTM -5.92%
Oper. Margin 12.35%
RSI (14) 71.10
Volatility 0.99% 1.44%
Employees 80000
Debt/Eq 3.88
Sales Y/Y TTM 34.61%
Profit Margin 8.98%
Recom 2.36
Target Price 99.67
Option/Short Yes / Yes
LT Debt/Eq 2.75
EPS Q/Q 18.51%
Payout 62.71%
Rel Volume 0.60
Prev Close 99.58
Sales Surprise 5.11%
EPS Surprise 20.83%
Sales Q/Q 13.62%
Earnings Apr 16 BMO
Avg Volume 7.88M
Price 100.22
SMA20 5.65%
SMA50 8.77%
SMA200 16.69%
Trades
Volume 4,689,973
Change 0.64%
Date
Action
Analyst
Rating Change
Price Target Change
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
Oct-05-22 Downgrade
Atlantic Equities
Overweight → Neutral
$95 → $85
Sep-06-22 Downgrade
Odeon
Hold → Sell
May-03-22 Upgrade
Oppenheimer
Perform → Outperform
$111
Jan-28-22 Downgrade
Odeon
Buy → Hold
Dec-03-21 Upgrade
Citigroup
Neutral → Buy
$105 → $115
Oct-15-21 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$97
Oct-04-21 Reiterated
Jefferies
Buy
$108 → $119
Show Previous Ratings
May-19-24 09:46AM
(The Wall Street Journal)
08:09AM
08:09AM
08:09AM
May-17-24 02:27PM
12:36PM
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10:51AM
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07:01AM
03:04AM
02:59AM
May-16-24 03:32PM
12:11PM
11:30AM
07:20AM
06:05AM
May-15-24 07:27PM
04:30PM
03:37PM
03:15PM
02:12PM
01:59PM
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12:47PM
11:54AM
09:00AM
08:41AM
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08:19AM
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08:19AM
07:45AM
06:15AM
May-14-24 12:00PM
11:01AM
(The Wall Street Journal)
08:21AM
06:20AM
May-13-24 02:56PM
02:16PM
12:23PM
12:22PM
12:16PM
12:13PM
12:08PM
12:03PM
11:24AM
10:48AM
10:44AM
10:43AM
09:37AM
07:37AM
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05:30AM
01:52AM
May-12-24 05:23PM
10:40AM
09:49AM
09:12AM
01:00AM
01:00AM
May-11-24 04:40PM
11:56AM
09:28AM
08:43AM
May-10-24 06:05PM
05:14PM
05:02PM
04:52PM
04:52PM
04:17PM
04:03PM
03:37PM
03:25PM
03:22PM
03:09PM
01:29PM
11:07AM
11:05AM
07:00AM
May-09-24 05:11PM
05:04PM
04:20PM
04:18PM
04:15PM
04:12PM
03:59PM
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01:45PM
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 MANDELL Chief Human Resources Officer May 14 '24 Sale 99.61 6,954 692,663 46,274 May 16 09:04 PM GORMAN JAMES P Executive Chairman Apr 18 '24 Sale 90.21 100,000 9,020,530 414,870 Apr 19 04:06 PM Smith Charles Aubrey III Chief Risk Officer Apr 17 '24 Sale 90.09 11,200 1,009,019 126,190 Apr 19 04:05 PM GORMAN JAMES P Executive Chairman Feb 12 '24 Sale 87.30 100,000 8,730,220 350,000 Feb 14 04:19 PM SAPERSTEIN ANDREW M Co-President Feb 12 '24 Sale 87.19 26,655 2,324,092 286,835 Feb 14 04:19 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 31 '24 Sale 88.55 26,562 2,352,001 234,627 Feb 01 04:20 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 30 '24 Sale 87.81 26,563 2,332,595 261,189 Feb 01 04:20 PM SAPERSTEIN ANDREW M Co-President Jan 30 '24 Sale 87.92 10,000 879,170 313,490 Feb 01 04:22 PM AKRAM RAJA Deputy Chief Financial Officer Jan 30 '24 Sale 87.41 4,500 393,346 93,134 Feb 01 04:21 PM GORMAN JAMES P Executive Chairman Jan 26 '24 Sale 87.93 50,000 4,396,400 379,701 Jan 26 04:36 PM GORMAN JAMES P Executive Chairman Jan 25 '24 Sale 87.93 50,000 4,396,435 400,000 Jan 25 04:03 PM SAPERSTEIN ANDREW M Co-President Jan 19 '24 Sale 84.13 10,000 841,344 323,490 Jan 19 04:15 PM AKRAM RAJA Deputy Chief Financial Officer Jan 18 '24 Sale 83.56 7,000 584,928 97,634 Jan 19 04:22 PM MORGAN STANLEY 10% Owner Oct 05 '23 Sale 50000.00 135 6,750,000 0 Oct 10 08:22 PM GORMAN JAMES P Chairman and CEO Jul 24 '23 Sale 95.19 125,000 11,898,812 1,011,345 Jul 26 04:11 PM PICK EDWARD N Co-President/Head of IS Jul 24 '23 Sale 94.33 100,000 9,433,050 604,845 Jul 26 04:14 PM SIMKOWITZ DANIEL A Head of Investment Management Jul 20 '23 Sale 93.78 37,608 3,526,852 319,040 Jul 21 04:18 PM GORMAN JAMES P Chairman and CEO Jul 19 '23 Sale 92.35 125,000 11,543,286 1,136,345 Jul 21 04:13 PM SAPERSTEIN ANDREW M Co-President/Head of WM Jul 19 '23 Sale 93.09 39,254 3,654,280 193,708 Jul 21 04:16 PM AKRAM RAJA Deputy Chief Financial Officer Jul 19 '23 Sale 92.00 13,500 1,242,000 82,984 Jul 21 04:11 PM Smith Charles Aubrey III Chief Risk Officer Jul 19 '23 Sale 92.41 5,600 517,520 136,513 Jul 21 04:20 PM MORGAN STANLEY 10% Owner Jun 09 '23 Sale 9.45 1,049,889 9,921,451 8,456,881 Jun 13 04:04 PM
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