Morgan StanleyMS
Market Cap: $156B
About: Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments with approximately 45% of net revenue from its institutional securities business, 45% from wealth management, and 10% from investment management. About 30% of its total revenue is from outside the Americas. The company had over $5 trillion of client assets as well as around 80,000 employees at the end of 2023.
Employees: 80,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
12% more repeat investments, than reductions
Existing positions increased: 718 | Existing positions reduced: 639
7% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 147
3% more capital invested
Capital invested by funds: $127B [Q1] → $131B (+$4.06B) [Q2]
1% more funds holding
Funds holding: 1,755 [Q1] → 1,766 (+11) [Q2]
0.45% more ownership
Funds ownership: 82.61% [Q1] → 83.06% (+0.45%) [Q2]
9% less funds holding in top 10
Funds holding in top 10: 22 [Q1] → 20 (-2) [Q2]
13% less call options, than puts
Call options by funds: $3.12B | Put options by funds: $3.57B
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Wells Fargo Whit Mayo 92% 1-year accuracy 11 / 12 met price target | 2%downside $95 | Underweight Downgraded | 2 Aug 2024 |
BMO Capital James Fotheringham 71% 1-year accuracy 12 / 17 met price target | 22%upside $118 | Outperform Maintained | 18 Jul 2024 |
Citigroup Keith Horowitz 88% 1-year accuracy 14 / 16 met price target | 9%upside $105 | Neutral Maintained | 17 Jul 2024 |
Barclays Jason Goldberg 64% 1-year accuracy 14 / 22 met price target | 25%upside $121 | Overweight Maintained | 17 Jul 2024 |
Evercore ISI Group Glenn Schorr 73% 1-year accuracy 16 / 22 met price target | 19%upside $115 | Outperform Maintained | 17 Jul 2024 |
Financial journalist opinion
Based on 17 articles about MS published over the past 30 days