Morgan Stanley (NYSE:MS – Get Free Report) was upgraded by equities researchers at Freedom Capital from a “hold” rating to a “strong-buy” rating in a research note issued on Friday,Zacks.com reports.
Other research analysts have also issued research reports about the company. Daiwa Securities Group increased their target price on Morgan Stanley from $175.00 to $198.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Barclays upped their price target on Morgan Stanley from $230.00 to $262.00 and gave the stock an “overweight” rating in a research note on Thursday. Jefferies Financial Group upgraded Morgan Stanley from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Argus boosted their target price on shares of Morgan Stanley from $210.00 to $225.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, HSBC boosted their target price on shares of Morgan Stanley from $153.00 to $177.00 and gave the company a “hold” rating in a report on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $220.80.
View Our Latest Stock Analysis on Morgan Stanley
Morgan Stanley Price Performance
Morgan Stanley (NYSE:MS – Get Free Report) last issued its quarterly earnings data on Wednesday, July 15th. The financial services provider reported $3.46 EPS for the quarter, topping the consensus estimate of $2.89 by $0.57. The business had revenue of $21.35 billion during the quarter, compared to analyst estimates of $19.67 billion. Morgan Stanley had a net margin of 15.65% and a return on equity of 19.51%. Morgan Stanley’s quarterly revenue was up 27.1% compared to the same quarter last year. During the same period last year, the business posted $2.13 earnings per share. On average, sell-side analysts expect that Morgan Stanley will post 12.14 earnings per share for the current year.
Morgan Stanley declared that its Board of Directors has authorized a stock repurchase plan on Wednesday, June 24th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the financial services provider to repurchase up to 5.6% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.
Insider Activity
In other news, insider Eric F. Grossman sold 11,118 shares of Morgan Stanley stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $190.75, for a total value of $2,120,758.50. Following the completion of the transaction, the insider owned 169,403 shares of the company’s stock, valued at $32,313,622.25. The trade was a 6.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.17% of the stock is currently owned by corporate insiders.
Institutional Inflows and Outflows
Several large investors have recently bought and sold shares of MS. Norges Bank bought a new stake in Morgan Stanley in the 4th quarter worth approximately $2,736,648,000. Price T Rowe Associates Inc. MD lifted its holdings in shares of Morgan Stanley by 29.1% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,917,776 shares of the financial services provider’s stock valued at $2,648,354,000 after buying an additional 3,364,080 shares during the period. Corient Private Wealth LLC boosted its stake in shares of Morgan Stanley by 142.4% in the 4th quarter. Corient Private Wealth LLC now owns 3,122,060 shares of the financial services provider’s stock worth $511,723,000 after buying an additional 1,833,844 shares during the last quarter. Vanguard Group Inc. grew its holdings in shares of Morgan Stanley by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 119,718,100 shares of the financial services provider’s stock worth $21,253,554,000 after acquiring an additional 1,361,940 shares during the period. Finally, Thrivent Financial for Lutherans increased its position in Morgan Stanley by 2,332.9% during the fourth quarter. Thrivent Financial for Lutherans now owns 1,406,495 shares of the financial services provider’s stock valued at $249,710,000 after acquiring an additional 1,348,683 shares during the last quarter. 84.19% of the stock is owned by hedge funds and other institutional investors.
Key Headlines Impacting Morgan Stanley
Here are the key news stories impacting Morgan Stanley this week:
- Positive Sentiment: Morgan Stanley reported blockbuster Q2 2026 results, with record net revenues of about $21.3 billion and earnings that beat expectations, reinforcing confidence in the company’s core businesses. Morgan Stanley (MS) Q2 2026 Earnings Call Highlights: Record Revenues and Strategic Growth …
- Positive Sentiment: The board declared a quarterly dividend of $1.15 per share, a 15% increase from the prior quarter, which signals confidence in earnings power and capital return capacity.
- Positive Sentiment: Analysts turned more constructive after the earnings release, with Keefe, Bruyette & Woods raising its price target to $250 and Erste Group lifting FY2027 EPS estimates, suggesting more upside may remain. Morgan Stanley had its price target raised by Keefe, Bruyette & Woods from $225.00 to $250.00
- Neutral Sentiment: New reports also pointed to Morgan Stanley’s E*TRADE crypto rollout and AI-related market activity, which could help broaden its platform appeal over time but are not likely the main short-term drivers of the stock move.
- Negative Sentiment: Some articles noted a downgrade-style view from Seeking Alpha and a JPMorgan target below the current share price, which may temper enthusiasm at the margin even after the strong earnings beat. Morgan Stanley Maintains Hold on Comstock Resources, Keeps Price Target Unchanged at $16 Amid Cash Outspend and Funding Concerns
About Morgan Stanley
Morgan Stanley (NYSE: MS) is a global financial services firm headquartered in New York City. Founded in 1935 by Henry S. Morgan and Harold Stanley, the company provides a broad range of investment banking, securities, wealth management and investment management services to corporations, governments, institutions and individual investors. Leadership has been guided by a senior executive team and board of directors; James P. Gorman has served as the company’s chief executive and chairman in recent years.
The firm’s primary business activities are organized around three principal businesses: Institutional Securities, Wealth Management and Investment Management.
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