Morgan Stanley
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 Q3 regulatory filings by fund managers ($100M+ AUM)
29% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 135
14% more repeat investments, than reductions
Existing positions increased: 743 | Existing positions reduced: 651
6% more capital invested
Capital invested by funds: $132B [Q2] → $139B (+$7.52B) [Q3]
2% more funds holding
Funds holding: 1,790 [Q2] → 1,829 (+39) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 20 [Q2] → 20 (+0) [Q3]
1.29% less ownership
Funds ownership: 83.6% [Q2] → 82.3% (-1.29%) [Q3]
14% less call options, than puts
Call options by funds: $3.28B | Put options by funds: $3.82B
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
JP Morgan Kian Abouhossein 88% 1-year accuracy 7 / 8 met price target | 16%downside $104 | Neutral Maintained | 6 Dec 2024 |
Keefe, Bruyette & Woods David Konrad 59% 1-year accuracy 17 / 29 met price target | 12%upside $138 | Market Perform Maintained | 3 Dec 2024 |
HSBC Saul Martinez 100% 1-year accuracy 7 / 7 met price target | 6%upside $131 | Hold Downgraded | 26 Nov 2024 |
Citigroup Keith Horowitz 62% 1-year accuracy 13 / 21 met price target | 9%upside $135 | Neutral Maintained | 25 Nov 2024 |
Wells Fargo Whit Mayo 59% 1-year accuracy 10 / 17 met price target | 15%upside $142 | Equal-Weight Upgraded | 15 Nov 2024 |
Financial journalist opinion
Based on 29 articles about MS published over the past 30 days