Morgan Stanley (MS)

• Market cap: $216B
• 1 day: -0.21%
• 5 days: 0.44%
• 1 month: 10.51%
• 3 months: 31.48%
• 6 months: 33.34%
• Year to date: 42.47%
• 1 year: 67.85%
• 5 years: 172.85%
• 10 years: 277.16%
• Sector: Financials
• Industry: Security Brokers, Dealers & Flotation Companies

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)

15% more repeat investments, than reductions

Existing positions increased: 734 | Existing positions reduced: 639

12% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 156

6% more capital invested

Capital invested by funds: $132B [Q2] → $139B (+$7.38B) [Q3]

1% more funds holding

Funds holding: 1,788 [Q2] → 1,806 (+18) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 20 [Q2] → 20 (+0) [Q3]

1.36% less ownership

Funds ownership: 83.58% [Q2] → 82.22% (-1.36%) [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

• Low target: $105 22% downside
• Avg. target: $120 10% downside
• High target: $142 6% upside

10 analyst ratings

• positive: 3 30%
• neutral: 6 60%
• negative: 1 10%

Wells Fargo Whit Mayo 83% 1-year accuracy 15 / 18 met price target	6% upside $142	Equal-Weight Upgraded	15 Nov 2024
RBC Capital Gerard Cassidy 97% 1-year accuracy 35 / 36 met price target	9% downside $122	Sector Perform Maintained	17 Oct 2024
Wells Fargo Whit Mayo 83% 1-year accuracy 15 / 18 met price target	20% downside $107	Underweight Maintained	17 Oct 2024
Goldman Sachs Richard Ramsden 85% 1-year accuracy 11 / 13 met price target	10% downside $121	Neutral Maintained	17 Oct 2024
Barclays Jason Goldberg 82% 1-year accuracy 23 / 28 met price target	1% upside $135	Overweight Maintained	17 Oct 2024