MS - Morgan Stanley Stock Price, Fair Value and News

95.65USD-0.14 (-0.15%)Market Closed

Market Summary

USD95.65-0.14

Market Closed

-0.15%

MS Alerts

2 major insider sales recently.

MS Stock Price

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MS RSI Chart

MS Valuation

Market Cap

155.4B

Price/Earnings (Trailing)

16.33

Price/Sales (Trailing)

2.84

EV/EBITDA

13.08

Price/Free Cashflow

-8.05

MS Price/Sales (Trailing)

MS Profitability

EBT Margin

22.73%

Return on Equity

9.51%

Return on Assets

0.77%

Free Cashflow Yield

-12.42%

MS Fundamentals

MS Revenue

Revenue (TTM)

54.8B

Rev. Growth (Yr)

4.26%

Rev. Growth (Qtr)

17.37%

MS Earnings

Earnings (TTM)

9.5B

Earnings Growth (Yr)

14.5%

Earnings Growth (Qtr)

124.92%

Breaking Down MS Revenue

Last 7 days

4.5%

Last 30 days

2.6%

Last 90 days

11.7%

Trailing 12 Months

13.4%

How does MS drawdown profile look like?

MS Financial Health

Debt/Equity

2.66

Debt/Cashflow

-0.07

MS Investor Care

Dividend Yield

1.79%

Dividend/Share (TTM)

1.68

Buy Backs (1Y)

2.69%

Diluted EPS (TTM)

5.5

Historical Charts for Stock Metrics

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Net sales

Year	Q1	Q2	Q3	Q4
2024	54.8B	0	0	0
2023	53.4B	53.7B	54.0B	54.1B
2022	58.8B	57.2B	55.4B	53.7B
2021	54.7B	55.8B	58.9B	59.8B
2020	40.9B	44.3B	46.0B	48.8B
2019	39.3B	39.0B	39.1B	41.4B
2018	39.3B	40.4B	41.1B	40.1B
2017	36.6B	37.2B	37.5B	37.9B
2016	33.0B	32.2B	33.3B	34.6B
2015	35.2B	36.3B	35.2B	35.2B
2014	33.3B	33.4B	34.4B	34.3B
2013	27.4B	28.9B	31.6B	32.5B
2012	31.6B	29.3B	24.8B	26.1B
2011	30.0B	31.2B	34.3B	32.2B
2010	29.2B	32.0B	30.0B	31.4B
2009	32.6B	29.5B	26.3B	23.1B
2008	0	53.0B	46.0B	38.9B
2007	0	0	0	60.1B

Get all data in R, Python etc through our Historical Stock Data APIs

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Tracking the Latest Insider Buys and Sells of Morgan Stanley

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Apr 18, 2024	gorman james p	sold	-9,020,530	90.2053	-100,000	executive chairman
Apr 17, 2024	smith charles aubrey iii	sold	-1,009,020	90.091	-11,200	chief risk officer
Feb 22, 2024	simkowitz daniel a	sold (taxes)	-3,547,700	85.46	-41,513	co-president
Feb 22, 2024	saperstein andrew m	acquired	-	-	75,067	co-president
Feb 22, 2024	pick edward n	acquired	-	-	152,037	chief executive officer
Feb 22, 2024	pick edward n	sold (taxes)	-7,185,310	85.46	-84,078	chief executive officer
Feb 22, 2024	grossman eric f	sold (taxes)	-1,907,040	85.46	-22,315	chief legal/admin officer
Feb 22, 2024	simkowitz daniel a	acquired	-	-	75,067	co-president
Feb 22, 2024	saperstein andrew m	sold (taxes)	-3,275,080	85.46	-38,323	co-president
Feb 22, 2024	gorman james p	acquired	-	-	299,323	executive chairman

Which funds bought or sold MS recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 07, 2024	Cornerstone Planning Group LLC	reduced	-20.00	-1,833	7,492	-%
May 07, 2024	OPPENHEIMER ASSET MANAGEMENT INC.	reduced	-11.8	-3,472,490	28,256,400	0.41%
May 07, 2024	Empowered Funds, LLC	added	113	3,538,160	6,587,810	0.06%
May 07, 2024	OPPENHEIMER & CO INC	reduced	-11.9	-1,528,060	12,314,200	0.20%
May 07, 2024	CHILTON CAPITAL MANAGEMENT LLC	added	7.73	2,520,300	31,214,000	1.48%
May 07, 2024	Bank Pictet & Cie (Europe) AG	added	2.69	20,602	578,237	0.01%
May 07, 2024	Firestone Capital Management	added	0.04	2,124	209,976	0.06%
May 07, 2024	WestEnd Advisors, LLC	new	-	471	471	-%
May 07, 2024	NorthRock Partners, LLC	added	60.66	414,973	1,081,800	0.09%
May 07, 2024	Americana Partners, LLC	added	112	1,922,950	2,451,490	0.20%

Are Funds Buying or Selling MS?

Are funds buying MS calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own MS

No. of Funds

MS Alerts

2 major insider sales recently.

Unveiling Morgan Stanley's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 13, 2024	vanguard group inc	6.64%	109,040,040	SC 13G/A
Jan 31, 2024	blackrock inc.	5.5%	90,496,803	SC 13G/A
Jan 30, 2024	state street corp	6.95%	114,005,198	SC 13G/A
Oct 16, 2023	mitsubishi ufj financial group inc	22.87%	378,962,810	SC 13D/A
Feb 09, 2023	state street corp	7.16%	120,966,594	SC 13G/A
Feb 09, 2023	vanguard group inc	6.67%	112,674,113	SC 13G/A
Feb 07, 2023	blackrock inc.	5.3%	89,304,670	SC 13G/A
Feb 14, 2022	price t rowe associates inc /md/	1.4%	25,206,452	SC 13G/A
Feb 11, 2022	state street corp	7.28%	130,705,102	SC 13G/A
Feb 09, 2022	vanguard group inc	6.57%	117,937,806	SC 13G/A

Recent SEC filings of Morgan Stanley

View All Filings

Date Filed	Form Type	Document
May 08, 2024	424B2	Prospectus Filed
May 08, 2024	424B2	Prospectus Filed
May 08, 2024	424B2	Prospectus Filed
May 08, 2024	424B2	Prospectus Filed
May 08, 2024	424B2	Prospectus Filed
May 08, 2024	424B2	Prospectus Filed
May 08, 2024	424B2	Prospectus Filed
May 08, 2024	424B2	Prospectus Filed
May 08, 2024	424B2	Prospectus Filed
May 08, 2024	424B2	Prospectus Filed

Peers (Alternatives to Morgan Stanley)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
GS	144.2B	67.8B	8.89%	37.65%	15.31	2.13	66.36%	-10.82%
ICE	76.5B	9.7B	-2.54%	25.60%	30.85	7.87	0.75%	71.75%
CME	76.1B	5.7B	-0.43%	14.74%	23.59	13.43	-1.46%	19.89%
COIN	51.3B	4.0B	-17.86%	250.61%	37.97	12.9	41.89%	159.36%
FDS	16.5B	2.2B	-1.43%	7.95%	33.81	7.68	7.26%	9.28%
IBKR	12.8B	6.1B	4.65%	53.47%	4.41	2.11	64.44%	33.59%
MID-CAP
JEF	9.7B	8.2B	3.13%	51.79%	33.58	1.18	17.04%	-68.59%
HLI	8.5B	1.8B	0.19%	52.80%	32.98	4.64	0.16%	-0.33%
EVR	7.4B	2.5B	-1.12%	79.62%	28.84	3.03	-6.73%	-35.85%
FRHC	4.1B	1.4B	0.45%	-13.13%	12.34	2.96	96.15%	398.80%
CLSK	3.2B	214.4M	6.51%	283.14%	-39.69	15.12	75.40%	19.03%
SMALL-CAP
DFIN	1.8B	802.0M	3.09%	42.20%	18.44	2.29	-2.34%	8.49%
AMRK	871.9M	10.0B	-2.28%	4.38%	7.89	0.09	24.24%	-27.96%
COHN	18.6M	92.7M	33.43%	51.54%	3	0.2	72.05%	185.64%
AAMC	7.6M	3.2M	-20.59%	-96.53%	-0.23	2.4	-44.67%	-104.26%

Morgan Stanley News

Latest updates

Morgan Stanley Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Revenue	17.4%	15,136	12,896	13,273	13,457	14,517	12,749	12,986	13,132	14,801	14,524	14,753	14,759	15,719	13,640	11,721	13,660	9,779	10,857	10,032	10,244	10,286
EBITDA Margin	-0.6%	0.45*	0.45*	0.47*	0.48*	0.50*	0.51*	0.53*	0.53*	0.53*	0.53*	0.53*	0.52*	-	-	-	-	-	-	-	-	-
Interest Expenses	-5.3%	1,796	1,897	1,977	2,010	2,346	2,319	2,510	2,282	2,216	2,089	2,063	1,865	2,028	1,871	1,486	1,600	1,356	1,433	1,218	1,029	1,014
Income Taxes	68.1%	933	555	710	591	727	528	726	783	873	1,168	1,150	1,054	1,176	1,018	736	1,119	366	428	492	657	487
Earnings Before Taxes	109.7%	4,395	2,096	3,145	2,812	3,760	2,794	3,388	3,319	4,588	4,884	4,874	4,566	5,344	4,430	3,487	4,355	2,146	2,733	2,710	2,903	2,955
EBT Margin	4.2%	0.23*	0.22*	0.23*	0.24*	0.25*	0.26*	0.29*	0.31*	0.32*	0.33*	0.33*	0.32*	-	-	-	-	-	-	-	-	-
Net Income	124.9%	3,412	1,517	2,408	2,182	2,980	2,236	2,632	2,495	3,666	3,696	3,707	3,511	4,120	3,385	2,717	3,196	1,698	2,239	2,173	2,201	2,429
Net Income Margin	3.6%	0.17*	0.17*	0.18*	0.19*	0.19*	0.21*	0.23*	0.24*	0.25*	0.25*	0.25*	0.25*	-	-	-	-	-	-	-	-	-
Free Cashflow	124.6%	4,360	-17,752	3,747	-9,666	-9,865	-13,996	-7,553	14,913	239	349	2,128	4,615	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Assets	2.9%	1,228,503	1,193,693	1,169,013	1,164,911	1,199,904	1,180,231	1,160,029	1,173,776	1,222,233	1,188,140	1,190,476	1,161,805	1,158,772	1,115,862	955,940	975,363	947,795	895,429	902,604	889,284	875,964
Cash Equivalents	14.7%	102,305	89,232	108,401	104,994	111,258	128,127	111,696	131,286	136,086	127,725	123,863	126,480	118,118	105,654	94,772	106,276	131,509	82,171	79,656	79,580	80,682
Goodwill	0.1%	16,722	16,707	16,699	16,652	16,657	16,652	16,721	16,757	16,825	16,833	16,832	16,838	16,836	11,635	4,270	7,329	7,125	7,143	7,139	7,158	6,686
Liabilities	3.2%	1,128,363	1,093,711	1,068,855	1,063,550	1,097,950	1,079,000	1,057,940	1,071,114	1,118,158	1,081,542	1,083,357	1,053,643	1,051,184	1,012,713	866,122	887,354	860,567	812,732	819,054	806,563	794,072
Long Term Debt	2.2%	266,150	260,544	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Shareholder's Equity	1.1%	100,140	99,038	99,211	100,386	100,826	100,141	102,089	102,662	4,975	106,598	107,119	108,162	3,861	103,149	89,818	8,520	23,428	1,148	83,550	82,845	81,892
Retained Earnings	1.9%	99,811	97,996	98,007	97,151	96,392	94,862	94,055	92,889	91,722	89,432	87,099	84,791	82,034	78,694	76,061	74,015	71,518	70,589	69,071	67,588	66,061
Additional Paid-In Capital	-2.6%	29,046	29,832	29,595	29,245	28,856	29,339	28,893	28,394	28,007	28,841	28,504	28,030	27,406	25,546	24,015	23,782	23,428	23,935	23,649	23,446	23,178
Shares Outstanding	0.0%	1,627	1,627	1,642	1,659	1,670	1,675	1,674	1,704	1,733	1,772	1,781	1,814	-	-	-	-	-	-	-	-	-
Float	-	-	-	-	136,317	-	-	-	125,980	-	-	-	162,041	-	-	-	73,070	-	-	-	69,734	-

Cashflow (Last 12 Months)

(In Millions)

Cashflow (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Cashflow From Operations	124.6%	4,360	-17,752	3,747	-9,666	-9,865	-13,996	-7,553	14,913	239	349	2,128	4,615	26,879	-25,390	-6,867	-16,810	23,836	-136	13,337	10,531	17,041
Share Based Compensation	22.4%	442	361	367	423	558	498	528	418	431	449	500	618	518	510	254	394	154	328	233	299	293
Cashflow From Investing	112.0%	1,054	-8,801	517	6,241	-1,041	898	-4,161	-8,527	158	-15,306	-15,147	3,117	-22,561	-460	-3,820	-12,510	-21,108	-7,840	-7,899	-10,595	-7,227
Cashflow From Financing	55.5%	8,857	5,694	361	-2,493	-6,288	25,975	-4,567	-7,985	9,291	19,715	11,783	485	9,564	34,859	-2,674	3,645	47,954	9,214	-3,919	-1,397	-15,864
Dividend Payments	1.3%	1,496	1,477	1,501	1,379	1,406	1,378	1,405	1,304	1,314	1,314	1,356	746	755	731	680	640	688	545	670	749	663

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MS Income Statement

2024-03-31

Consolidated Income Statement - USD ($)
shares in Millions, $ in Millions

3 Months Ended

Mar. 31, 2024

Mar. 31, 2023

Revenues

Investment banking

$ 1,589

$ 1,330

Trading

4,852

4,477

Investments

137

145

Commissions and fees

1,227

1,239

Asset management

5,269

4,728

Other

266

252

Total non-interest revenues

13,340

12,171

Interest income

^[1]

12,930

9,980

Interest expense

^[1]

11,134

7,634

Net interest

1,796

2,346

Net revenues

15,136

14,517

Provision for credit losses

(6)

234

Non-interest expenses

Compensation and benefits

6,696

6,410

Brokerage, clearing and exchange fees

921

881

Information processing and communications

976

915

Professional services

639

710

Occupancy and equipment

441

440

Marketing and business development

217

247

Other

857

920

Total non-interest expenses

10,747

10,523

Income before provision for income taxes

4,395

3,760

Provision for income taxes

933

727

Net income

3,462

3,033

Net income applicable to noncontrolling interests

Net income applicable to Morgan Stanley

3,412

2,980

Preferred stock dividends

146

144

Earnings applicable to Morgan Stanley common shareholders

$ 3,266

$ 2,836

Earnings per common share

Basic (USD per share)

$ 2.04

$ 1.72

Diluted (USD per share)

$ 2.02

$ 1.70

Average common shares outstanding

Basic (shares)

1,601

1,645

Diluted (shares)

1,616

1,663

[1]	Prior period amounts have been adjusted to conform with the current period presentation. See Note 2 for additional information.

MS Balance Sheet

2024-03-31

Consolidated Balance Sheet - USD ($) $ in Millions	Mar. 31, 2024	Dec. 31, 2023
Assets
Cash and cash equivalents	$ 102,305	$ 89,232
Trading assets at fair value ($148,191 and $162,698 were pledged to various parties)	367,633	367,074
Available-for-sale at fair value (amortized cost of $91,260 and $92,149)	87,313	88,113
Held-to-maturity (fair value of $55,283 and $57,453)	65,420	66,694
Securities purchased under agreements to resell (includes $— and $7 at fair value)	122,733	110,740
Securities borrowed	132,852	121,091
Customer and other receivables	81,639	80,105
Loans:
Held for investment (net of allowance for credit losses of $1,141 and $1,169)	203,794	203,385
Held for sale	13,426	15,255
Goodwill	16,722	16,707
Intangible assets (net of accumulated amortization of $4,997 and $4,847)	6,914	7,055
Other assets	27,752	28,242
Total assets	1,228,503	1,193,693
Liabilities
Deposits (includes $6,429 and $6,472 at fair value)	352,494	351,804
Trading liabilities at fair value	152,843	151,513
Securities sold under agreements to repurchase (includes $827 and $1,020 at fair value)	82,404	62,651
Securities loaned	15,945	15,057
Other secured financings (includes $11,077 and $9,899 at fair value)	15,091	12,655
Customer and other payables	214,370	208,148
Other liabilities and accrued expenses	23,833	28,151
Borrowings (includes $95,104 and $93,900 at fair value)	271,383	263,732
Total liabilities	1,128,363	1,093,711
Commitments and contingent liabilities (see Note 13)
Equity
Preferred stock	8,750	8,750
Common stock	20	20
Additional paid-in capital	29,046	29,832
Retained earnings	99,811	97,996
Employee stock trusts	5,250	5,314
Accumulated other comprehensive income (loss)	(7,057)	(6,421)
Common stock held in treasury at cost, $0.01 par value (412,236,518 and 412,065,542 shares)	(31,372)	(31,139)
Common stock issued to employee stock trusts	(5,250)	(5,314)
Total Morgan Stanley shareholders’ equity	99,198	99,038
Noncontrolling interests	942	944
Total equity	100,140	99,982
Total liabilities and equity	$ 1,228,503	$ 1,193,693

About Morgan Stanley

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. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

CEO	Mr. James Patrick Gorman
WEBSITE	morganstanley.com
INDUSTRY	Mortgage Finance
EMPLOYEES	65535

Morgan Stanley Frequently Asked Questions

What is the ticker symbol for Morgan Stanley? What does MS stand for in stocks?

MS is the stock ticker symbol of Morgan Stanley. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Morgan Stanley (MS)?

As of Wed May 08 2024, market cap of Morgan Stanley is 155.45 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of MS stock?

You can check MS's fair value in chart for subscribers.

What is the fair value of MS stock?

You can check MS's fair value in chart for subscribers. The fair value of Morgan Stanley is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Morgan Stanley is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for MS so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Morgan Stanley a good stock to buy?

The fair value guage provides a quick view whether MS is over valued or under valued. Whether Morgan Stanley is cheap or expensive depends on the assumptions which impact Morgan Stanley's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for MS.

What is Morgan Stanley's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Wed May 08 2024, MS's PE ratio (Price to Earnings) is 16.33 and Price to Sales (PS) ratio is 2.84. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. MS PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Morgan Stanley's stock?

In the past 10 years, Morgan Stanley has provided 0.147 (multiply by 100 for percentage) rate of return.