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MS | Morgan Stanley

Financial | Capital Markets | USA | NYSE

Index	S&P 500	P/E	14.63	EPS (ttm)	5.67	Insider Own	23.02%	Shs Outstand	1.68B	Perf Week	-6.40%
Market Cap	137.58B	Forward P/E	11.45	EPS next Y	7.25	Insider Trans	-0.12%	Shs Float	1.28B	Perf Month	-0.49%
Income	9.49B	PEG	0.91	EPS next Q	1.43	Inst Own	62.08%	Short Float / Ratio	1.51% / 2.72	Perf Quarter	-0.67%
Sales	83.24B	P/S	1.65	EPS this Y	-7.74%	Inst Trans	-0.99%	Short Interest	19.28M	Perf Half Y	-1.10%
Book/sh	55.24	P/B	1.50	EPS next Y	23.57%	ROA	0.86%	Target Price	97.91	Perf Year	-2.05%
Cash/sh	-	P/C	-	EPS next 5Y	16.12%	ROE	9.93%	52W Range	74.67 - 100.99	Perf YTD	-2.34%
Dividend	3.25	P/FCF	-	EPS past 5Y	14.93%	ROI	2.70%	52W High	-17.78%	Beta	1.33
Dividend %	3.92%	Quick Ratio	-	Sales past 5Y	8.84%	Gross Margin	-	52W Low	11.20%	ATR	1.69
Employees	82427	Current Ratio	1.41	Sales Q/Q	62.79%	Oper. Margin	15.22%	RSI (14)	38.21	Volatility	2.00% 1.76%
Optionable	Yes	Debt/Eq	3.25	EPS Q/Q	-10.56%	Profit Margin	11.40%	Rel Volume	0.67	Prev Close	83.29
Shortable	Yes	LT Debt/Eq	2.50	Earnings	Oct 18 BMO	Payout	47.94%	Avg Volume	7.08M	Price	83.03
Recom	1.93	SMA20	-3.08%	SMA50	-5.21%	SMA200	-6.28%	Volume	4,747,310	Change	-0.31%

Date	Action	Analyst	Rating Change	Price Target Change
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
Sep-29-21	Downgrade	Oppenheimer	Outperform → Perform
Sep-28-21	Downgrade	Berenberg	Buy → Hold	$91 → $95
Aug-13-21	Downgrade	Seaport Global Securities	Buy → Neutral
Jul-07-21	Resumed	Keefe Bruyette	Outperform	$115
Jun-09-21	Initiated	Jefferies	Buy	$108
Apr-21-21	Upgrade	Berenberg	Hold → Buy	$67 → $91
Mar-02-21	Upgrade	Daiwa Securities	Neutral → Outperform	$86
Jan-06-21	Initiated	Daiwa Securities	Neutral	$71

Show Previous Ratings

Sep-25-23 12:38PM	Morgan Stanley CIO Identifies Risks to Consumer-Oriented Stocks (Investing.com)
06:00AM	Investors Shrug Their Shoulders as Morgan Stanley Tries to Talk Up Chiles Sovereign Debt (Bloomberg)
Sep-22-23 10:58AM	Morgan Stanley Divests From Samhi Hotels Following Recent IPO (Investing.com)
10:44AM	Goldman (GS), Other Banks to Face Bond Collusion Claims (Zacks)
08:30AM	Frasers Group seeks US court order to involve Morgan Stanley CEO in UK lawsuit (Investing.com)
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12:16AM	Frasers Group seeks evidence from Morgan Stanley CEO in ongoing lawsuit (Investing.com)
Sep-21-23 05:54PM	Morgan Stanleys Trading Desk Sees Fragility Rising in Stocks (Bloomberg)
02:37PM	Wall Street chief dragged into court battle over Mike Ashleys trades (The Telegraph)
09:21AM	Wall Street Is Back in Business and Investment Bank Shares Are Rallying (The Wall Street Journal)
07:15AM	Frasers tries to pull Morgan Stanley boss into margin call legal fight (Financial Times)
07:15AM	Frasers asks US court to compel evidence from Morgan Stanley boss for margin call fight (Financial Times)
02:00AM	Frasers Seeks Evidence From Morgan Stanley CEO in Margin Fight (Bloomberg)
Sep-20-23 05:50PM	Morgan Stanley (MS) Dips More Than Broader Markets: What You Should Know (Zacks)
07:05AM	Morgan Stanley debuts a new tool for employees: an AI assistant to answer common investing and personal finance queries (Fortune)
Sep-19-23 11:00AM	Italy's Banca Progetto aims to list in Milan by early 2024 (Reuters)
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09:58AM	Morgan Stanley (MS) Faces $750M Lawsuit by Private Equity Firms (Zacks)
09:00AM	Here is What to Know Beyond Why Morgan Stanley (MS) is a Trending Stock (Zacks)
08:39AM	Goldman lead director 'very supportive' of CEO David Solomon: Mayo (Yahoo Finance)
08:03AM	HSBC Hires Ex-Credit Suisse Bankers to Build Equities Business (Bloomberg)
06:57AM	Morgan Stanley pioneers AI assistant usage in major banks (Investing.com)
06:48AM	CLOs Desperate for Collateral Are Loading Up on Junk Bonds (Bloomberg)
06:16AM	Morgan Stanley debuts AI assistant, boosting shares amidst industry-wide AI adoption (Investing.com)
05:00AM	The Rise in Oil Prices Is a Problem for Feds Soft Landing (Bloomberg)
Sep-18-23 07:13PM	Asia Stocks Face Mixed Open With Focus on Rates: Markets Wrap (Bloomberg)
06:23PM	Morgan Stanley sued for $750 mln by lenders to rail line, who claim fraud (Reuters)
06:00PM	Morgan Stanley (MS) Outpaces Stock Market Gains: What You Should Know (Zacks)
05:41PM	Morgan Stanley Sued for $750 Million by Private Equity Firms Claiming Fraud (Bloomberg)
02:33PM	Hotelbeds interviews banks for more than $1.1 bln IPO sources (Reuters)
12:32PM	Morgan Stanley faces $750 million lawsuit over alleged fraudulent practices in rail line deal (Investing.com)
12:23PM	Morgan Stanley Loses $1.2 Billion Advisor Team to LPL Financial (Barrons.com)
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11:35AM	LPL Financial acquires $1.2bn client assets from Morgan Stanley's Francis Group (Investing.com)
10:27AM	UPDATE 1-Spanish airline Volotea hires Morgan Stanley, Barclays to ready IPO (Reuters)
03:04AM	Spanish airline Volotea hires Morgan Stanley, Barclays to ready IPO - Expansion (Reuters)
Sep-15-23 05:02PM	Morgan Stanley to Keep Some of Its Contentious Preferred Shares (Bloomberg)
02:25PM	Factbox-Wall Street banks shed jobs to ease cost pressures (Reuters)
12:59PM	Top Analyst Reports for Meta Platforms, Walmart & Johnson & Johnson (Zacks)
Sep-13-23 01:51PM	Chart of the Day: Morgan Stanley Works Hard to Build a Base (TheStreet.com)
Sep-12-23 04:41PM	Goldman CEO David Solomon: 2024 'should be a better year for sure' (Yahoo Finance)
02:46PM	Morgan Stanley Says Signs Still Point to More M&A in 2024 (Barrons.com)
08:00AM	Morgan Stanley Expands Global Inclusive Ventures Lab with Largest Single Cohort of 23 Companies (Business Wire)
Sep-11-23 05:50PM	Morgan Stanley (MS) Stock Sinks As Market Gains: What You Should Know (Zacks)
Sep-08-23 01:48PM	Goldman CEO Solomon: New IPOs could create a 'virtuous cycle' (Yahoo Finance)
09:00AM	Is Trending Stock Morgan Stanley (MS) a Buy Now? (Zacks)
05:43AM	Arm and Instacart could help break Wall Street's IPO losing streak (Yahoo Finance)
Sep-07-23 11:38AM	Billionaire Drahi's Altice Mulls Selling Stakes in Key European Carriers (Bloomberg)
10:37AM	Turkey Circles the Wagons to Appease Market Doubting Erdogan (Bloomberg)
08:50AM	FOCUS-Morgan Stanley to launch AI chatbot to woo wealthy (Reuters)
06:46AM	Debt-laden Altice taps advisers including Goldman to review assets to sell -source (Reuters)
06:09AM	Morgan Stanley to launch AI chatbot to woo wealthy (Reuters)
06:00AM	FOCUS-Morgan Stanley to launch AI chatbot to woo wealthy (Reuters)
Sep-06-23 08:44AM	Soaring US Dollar Raises Alarm as China, Japan Escalate FX Pushback (Bloomberg)
Sep-05-23 06:28PM	3 Companies Committed to Boosting Shareholder Value (Zacks)
05:50PM	Morgan Stanley (MS) Dips More Than Broader Markets: What You Should Know (Zacks)
04:03PM	The $100 trillion battle for the worlds wealthiest people (The Economist)
08:00AM	Single-Family Rental Firm Taps Former Morgan Stanley Executive as President (The Wall Street Journal)
Sep-04-23 04:52PM	Pemex Gets Billions for Debt Payment in Mexico Draft Budget (Bloomberg)
10:57AM	Lagarde Keeps ECB Rate Suspense, Favoring Action Over Words (Bloomberg)
Sep-01-23 12:41PM	Fired Morgan Stanley executive alleges reverse discrimination (American Banker)
09:59AM	Mitsubishi's (MUFG) Brokerage JV Faces Lawsuit Over Bond Sale (Zacks)
Aug-31-23 08:04PM	MUFG Brokerage JV Sued in Japan Over Credit Suisse AT1 Sales (Bloomberg)
Aug-30-23 05:50PM	Morgan Stanley (MS) Stock Sinks As Market Gains: What You Should Know (Zacks)
06:18AM	Narayana Hires Barclays to Arrange $169 Million Buyout Loan (Bloomberg)
Aug-29-23 04:29PM	Client Says Morgan Stanley Advisors Loaded Her Up With WisdomTree Stock. Now the Firm Has to Pay. (Barrons.com)
05:50AM	Buyback Boosters: 3 Stocks Primed for Gains After Repurchase Moves (InvestorPlace)
05:40AM	Three Steps to Weave Equity Compensation into Your Financial Plan (Kiplinger)
Aug-28-23 09:00AM	Is Most-Watched Stock Morgan Stanley (MS) Worth Betting on Now? (Zacks)
Aug-25-23 11:04AM	Oil Pares Weekly Drop as Powells Speech Matches Expectations (Bloomberg)
08:11AM	Indian food delivery firm Swiggy restarts IPO plans, aims for 2024 listing- sources (Reuters)
Aug-24-23 10:00PM	Morgan Stanley Cuts China Stock Targets Again on Risks to Growth (Bloomberg)
05:50PM	Morgan Stanley (MS) Gains As Market Dips: What You Should Know (Zacks)
05:03PM	Morgan Stanley Fined by U.K. Energy Market Regulator Over WhatsApp Uses (The Wall Street Journal)
08:19AM	Morgan Stanley Infrastructure Partners, Crowley Advance U.S. Wind Energy (PR Newswire)
Aug-23-23 06:40PM	Goldman, JPMorgan, Morgan Stanley, UBS Settle Stock-Lending Suit (Bloomberg)
05:39PM	UPDATE 2-Goldman, JPMorgan, Morgan Stanley, UBS in $499 mln stock lending settlement (Reuters)
05:14PM	Goldman, JPMorgan, Morgan Stanley, UBS in $499 million stock lending settlement (Reuters)
04:51PM	Goldman, JPMorgan, Morgan Stanley, UBS in $499 mln stock lending settlement (Reuters)
10:00AM	Morgan Stanley Global Sports & Entertainment Unveils Money in the Making for the Next Generation of Athletes, Entertainers and Emerging Talent (Business Wire)
09:42AM	Qatar Wealth Fund Invests $1 Billion in Ambanis Retail Arm (Bloomberg)
06:41AM	Morgan Stanley Fined for UK Energy Trading WhatsApp Breach (Bloomberg)
05:25AM	Ofgem fines Morgan Stanley £5.4mn for WhatsApp violations (Financial Times)
02:13AM	UK's Ofgem fines Morgan Stanley & Co Int'l $6.88 mln (Reuters)
Aug-22-23 04:11AM	Morgan Stanley Is One of the Only Big Banks Left Off Arms IPO (Bloomberg)
Aug-21-23 12:39PM	Here's What This Bullpen Name Needs to Drive Meaningful and Sustained Upside (TheStreet.com)
Aug-18-23 05:55AM	Better Buy: Goldman Sachs or Morgan Stanley (Motley Fool)
Aug-17-23 11:30AM	Why Is Morgan Stanley (MS) Down 7.7% Since Last Earnings Report? (Zacks)
Aug-16-23 09:19PM	Japan Exports Shrink First Time in More Than Two Years (Bloomberg)
Aug-15-23 05:00PM	Morgan Stanley Declares Dividends on Its Preferred Stock (Business Wire)
04:30PM	Morgan Stanley Schedules Quarterly Investor Conference Call (Business Wire)
01:40PM	Morgan Stanley (MS) is Attracting Investor Attention: Here is What You Should Know (Zacks)
01:05PM	I've Got a Screenshot That Tells a Story of How Not to Invest (TheStreet.com)
09:20AM	Morgan Stanley's (MS) Inorganic Expansion Aids Amid High Costs (Zacks)
Aug-10-23 01:24PM	Top Stock Reports for JPMorgan Chase, Salesforce & Abbott Laboratories (Zacks)
Aug-09-23 04:30PM	Daniel Simkowitz to Speak at the Barclays Global Financial Services Conference (Business Wire)
01:29AM	Global Law Firm Retreats From China Ahead of Data Crackdown (Bloomberg)
Aug-08-23 10:07AM	Miami Firm Gains as Wall Street Banks Drop Latin America Clients (Bloomberg)
Aug-03-23 09:00AM	SPG Awarded Significant Contract to Provide Energy-Efficient CHP Solution for Union Beverage Packers (Business Wire)
07:45AM	Wellington Set to Hire Morgan Stanley Banker for Dubai Expansion (Bloomberg)
Jul-31-23 09:36PM	MUFG Says Credit Suisse Debt Sales Handled Mostly Properly (Bloomberg)
Jul-27-23 05:46PM	Bill Hwang Seeks Evidence From Banks Pivotal in Archegos Collapse (Bloomberg)
02:28PM	Bank Capital Rules Could Hit Wealth Managers Such as Morgan Stanley (The Wall Street Journal)

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
GORMAN JAMES P	Chairman and CEO	Jul 24	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	Sale	94.33	100,000	9,433,050	604,845	Jul 26 04:14 PM
SIMKOWITZ DANIEL A	Head of Investment Management	Jul 20	Sale	93.78	37,608	3,526,852	319,040	Jul 21 04:18 PM
GORMAN JAMES P	Chairman and CEO	Jul 19	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	Sale	93.09	39,254	3,654,280	193,708	Jul 21 04:16 PM
AKRAM RAJA	Deputy Chief Financial Officer	Jul 19	Sale	92.00	13,500	1,242,000	82,984	Jul 21 04:11 PM
Smith Charles Aubrey III	Chief Risk Officer	Jul 19	Sale	92.41	5,600	517,520	136,513	Jul 21 04:20 PM
MORGAN STANLEY	10% Owner	Jun 09	Sale	9.45	1,049,889	9,921,451	8,456,881	Jun 13 04:04 PM
AKRAM RAJA	Deputy Chief Financial Officer	May 15	Sale	82.95	7,320	607,198	96,484	May 17 04:08 PM
GLOCER THOMAS H	Director	May 03	Sale	87.11	4,535	395,021	98,110	May 05 04:16 PM
SAPERSTEIN ANDREW M	Co-President/Head of WM	Feb 13	Sale	98.45	46,226	4,550,950	0	Feb 15 04:35 PM
SAPERSTEIN ANDREW M	Co-President/Head of WM	Feb 13	Sale	98.23	24,556	2,412,099	190,440	Feb 15 04:35 PM
SIMKOWITZ DANIEL A	Head of Investment Management	Jan 31	Sale	96.54	8,077	779,726	315,321	Feb 01 04:37 PM
SIMKOWITZ DANIEL A	Head of Investment Management	Jan 30	Sale	96.20	15,133	1,455,861	323,398	Feb 01 04:37 PM
DARLING ALISTAIR	Director	Jan 25	Sale	94.70	2,000	189,410	34,465	Jan 27 04:15 PM
CRAWLEY MANDELL	Chief Human Resources Officer	Jan 19	Sale	93.75	3,740	350,625	42,171	Jan 20 04:21 PM
GORMAN JAMES P	Chairman and CEO	Jan 18	Sale	96.93	250,000	24,233,637	1,112,348	Jan 20 04:20 PM
PICK EDWARD N	Co-President/Head of IS	Jan 18	Sale	96.98	135,000	13,092,566	639,965	Jan 20 04:25 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jan 18	Sale	97.11	120,000	11,653,788	235,234	Jan 20 04:22 PM
SIMKOWITZ DANIEL A	Head of Investment Management	Jan 18	Sale	97.05	44,910	4,358,353	348,531	Jan 20 04:28 PM
AKRAM RAJA	Deputy Chief Financial Officer	Jan 18	Sale	97.00	5,100	494,700	118,558	Jan 20 04:30 PM

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MS | Morgan Stanley

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