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Morgan Stanley
MS

$96.59
2.98%

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

0
Funds holding %
of 6,686 funds
0
Analysts bullish %
of 8 analysts

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

Low target
$95
2%
downside
Avg. target
$109
13%
upside
High target
$121
25%
upside

8 analyst ratings

positive
50%
neutral
38%
negative
13%
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