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 Q4 regulatory filings by fund managers ($100M+ AUM)
283% more first-time investments, than exits
New positions opened: 314 | Existing positions closed: 82
85% more funds holding in top 10
Funds holding in top 10: 20 [Q3] → 37 (+17) [Q4]
20% more capital invested
Capital invested by funds: $144B [Q3] → $172B (+$28.6B) [Q4]
8% more funds holding
Funds holding: 1,837 [Q3] → 1,983 (+146) [Q4]
0.81% less ownership
Funds ownership: 84.83% [Q3] → 84.03% (-0.81%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 670 | Existing positions reduced: 754
28% less call options, than puts
Call options by funds: $3.28B | Put options by funds: $4.58B
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
UBS Brennan Hawken 74% 1-year accuracy 25 / 34 met price target | 6%upside $140 | Neutral Maintained | 21 Jan 2025 |
Barclays Jason Goldberg 75% 1-year accuracy 42 / 56 met price target | 18%upside $156 | Overweight Maintained | 17 Jan 2025 |
B of A Securities Michael Carrier 100% 1-year accuracy 6 / 6 met price target | 16%upside $153 | Buy Maintained | 17 Jan 2025 |
Evercore ISI Group Glenn Schorr 83% 1-year accuracy 30 / 36 met price target | 14%upside $150 | Outperform Maintained | 17 Jan 2025 |
JP Morgan Kian Abouhossein 100% 1-year accuracy 7 / 7 met price target | 6%downside $124 | Neutral Maintained | 17 Jan 2025 |
Financial journalist opinion
Based on 35 articles about MS published over the past 30 days
