Morgan Stanley (MS)

• Market cap: $222B
• 1 day: 1.52%
• 5 days: 12.59%
• 1 month: 7.93%
• 3 months: 15.43%
• 6 months: 28.90%
• Year to date: 10.49%
• 1 year: 63.33%
• 5 years: 139.73%
• 10 years: 296.75%
• 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)

63% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 107

14% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 651

5% more capital invested

Capital invested by funds: $137B [Q2] → $144B (+$6.97B) [Q3]

2% more funds holding

Funds holding: 1,792 [Q2] → 1,831 (+39) [Q3]

0% more funds holding in top 10

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

1.82% less ownership

Funds ownership: 86.65% [Q2] → 84.83% (-1.82%) [Q3]

14% less call options, than puts

Call options by funds: $3.43B | Put options by funds: $3.99B

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $124 10% downside
• Avg. target: $142 3% upside
• High target: $156 13% upside

8 analyst ratings

• positive: 3 38%
• neutral: 5 63%
• negative: 0 0%

Barclays Jason Goldberg 69% 1-year accuracy 37 / 54 met price target	13% upside $156	Overweight Maintained	17 Jan 2025
B of A Securities Michael Carrier 100% 1-year accuracy 6 / 6 met price target	11% upside $153	Buy Maintained	17 Jan 2025
Evercore ISI Group Glenn Schorr 92% 1-year accuracy 33 / 36 met price target	9% upside $150	Outperform Maintained	17 Jan 2025
JP Morgan Kian Abouhossein 86% 1-year accuracy 6 / 7 met price target	10% downside $124	Neutral Maintained	17 Jan 2025
Keefe, Bruyette & Woods David Konrad 69% 1-year accuracy 20 / 29 met price target	5% upside $145	Market Perform Maintained	17 Jan 2025