| Market Cap | 148.18B | P/E | 15.70 | EPS this Y | 34.90% | Ern Qtrly Grth | 41.00% |
| Income | 9.85B | Forward P/E | 12.05 | EPS next Y | 9.40% | 50D Avg Chg | 3.00% |
| Sales | 56.12B | PEG | 0.81 | EPS past 5Y | 1.48% | 200D Avg Chg | 1.00% |
| Dividend | 3.00% | Price/Book | 1.62 | EPS next 5Y | 18.54% | 52W High Chg | -12.00% |
| Recommedations | 2.70 | Quick Ratio | 1.71 | Shares Outstanding | 1.62B | 52W Low Chg | 20.00% |
| Insider Own | 23.57% | ROA | 0.89% | Shares Float | 1.24B | Beta | 1.36 |
| Inst Own | 61.59% | ROE | 10.40% | Shares Shorted/Prior | 15.23M/14.44M | Price | 89.32 |
| Gross Margin | 86.53% | Profit Margin | 18.56% | Avg. Volume | 7,413,316 | Target Price | 104.47 |
| Oper. Margin | 33.56% | Earnings Date | Oct 16 | Volume | 6,406,814 | Change | -1.78% |
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; foreign exchange and commodities; corporate and commercial real estate loans, commercial mortgage and secured lending facilities, and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage, custody, administrative, and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals through institutional and intermediary channels. The company was founded in 1924 and is headquartered in New York, New York.
| Goldman Sachs | Neutral | Sep 10, 24 |
| Wells Fargo | Underweight | Aug 2, 24 |
| JMP Securities | Market Perform | Jul 18, 24 |
| BMO Capital | Outperform | Jul 18, 24 |
| Citigroup | Neutral | Jul 17, 24 |
| Barclays | Overweight | Jul 17, 24 |
| Evercore ISI Group | Outperform | Jul 17, 24 |
| RBC Capital | Sector Perform | Jul 17, 24 |
| Oppenheimer | Perform | Jul 17, 24 |
| Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| GORMAN JAMES P | Executive Chairman Executive Chairman | Jan 26 | Sell | 87.928 | 50,000 | 4,396,400 | 379,701 | 01/26/24 |
| AKRAM RAJA | Deputy Chief Financi.. Deputy Chief Financial Officer | Jan 17 | Sell | 83.56 | 7,000 | 584,920 | 97,634 | 01/19/24 |
| SAPERSTEIN ANDREW M | Co-President Co-President | Jan 17 | Sell | 84.13 | 10,000 | 841,300 | 323,490 | 01/19/24 |
| PICK EDWARD N | Co-President/Head of.. Co-President/Head of IS | Jul 24 | Sell | 94.3305 | 100,000 | 9,433,050 | 604,845 | 07/26/23 |
| GORMAN JAMES P | Chairman and CEO Chairman and CEO | Jul 24 | Sell | 95.1905 | 125,000 | 11,898,812 | 1,011,345 | 07/26/23 |
| GROSSMAN ERIC F | Chief Legal Officer Chief Legal Officer | Jan 22 | Sell | 74.74 | 29,000 | 2,167,460 | 264,661 | 01/22/21 |
| PRUZAN JONATHAN | Chief Financial Offi.. Chief Financial Officer | Jan 22 | Sell | 74.53 | 18,880 | 1,407,126 | 253,484 | 01/22/21 |
| MITSUBISHI UFJ FINANCIAL GROUP... | 10% Owner 10% Owner | Oct 21 | Sell | 43.32 | 1,020,124 | 44,191,785 | 10/21/20 | |
| MITSUBISHI UFJ FINANCIAL GROUP... | 10% Owner 10% Owner | Oct 21 | Buy | 42.91 | 1,609 | 69,028 | 377,084,707 | 10/21/20 |
| MITSUBISHI UFJ FINANCIAL GROUP... | 10% Owner 10% Owner | Oct 21 | Sell | 45.29 | 1,498 | 67,861 | 377,084,707 | 10/21/20 |
| MITSUBISHI UFJ FINANCIAL GROUP... | 10% Owner 10% Owner | Oct 21 | Buy | 44.38 | 2,866 | 127,208 | 411,102,625 | 10/21/20 |
| MITSUBISHI UFJ FINANCIAL GROUP... | 10% Owner 10% Owner | Oct 21 | Sell | 47.78 | 3,437 | 164,223 | 404,866,655 | 10/21/20 |
| MITSUBISHI UFJ FINANCIAL GROUP... | 10% Owner 10% Owner | Oct 21 | Buy | 31.34 | 1 | 29 | 432,017,152 | 10/21/20 |
| MITSUBISHI UFJ FINANCIAL GROUP... | 10% Owner 10% Owner | Oct 21 | Sell | 30.02 | 0 | 14 | 432,017,152 | 10/21/20 |