Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
Company profile
Ticker
MS, MS-PI, MS-PK, MS-PA, MS-PF, MS-PE, MS-PO, MS-PL
Exchange
Website
CEO
James Gorman
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
DEAN WITTER DISCOVER & CO, MORGAN STANLEY DEAN WITTER & CO, MORGAN STANLEY DEAN WITTER DISCOVER & CO
SEC CIK
Corporate docs
Subsidiaries
Morgan Stanley Capital Management, LLC • Morgan Stanley Domestic Holdings, Inc. • Morgan Stanley & Co. LLC • Morgan Stanley Capital Group Inc. • Morgan Stanley Capital Services LLC • Morgan Stanley Investment Management Inc. • Morgan Stanley Services Group Inc. • Morgan Stanley Smith Barney LLC • Morgan Stanley Finance LLC • Morgan Stanley Holdings LLC ...
IRS number
363145972
MS stock data
News
Why Revlon Stock Is Soaring Today
15 Aug 22
Benzinga Before The Bell: Elon Musk Sells $6.8B Tesla Shares, Nio Begins ES7 Test Drives, Coinbase Accused Of Misleading Investors And Other Top Financial Stories Wednesday, August 10
10 Aug 22
Morgan Stanley's New 'Speculation Indicator' Enables Ethereum (ETH) Price Forecasting
10 Aug 22
Morgan Stanley Whale Trades Spotted
9 Aug 22
This Stock Is 'One Of The Greatest Performers Since The Show Began': Jim Cramer
9 Aug 22
Press releases
Morgan Stanley Declares Dividends on Its Preferred Stock
15 Aug 22
Morgan Stanley Schedules Quarterly Investor Conference Call
15 Aug 22
Andy Saperstein to Speak at the Barclays Global Financial Services Conference
9 Aug 22
Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley Emerging Markets Debt Fund, Inc. and Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
19 Jul 22
Morgan Stanley Second Quarter 2022 Earnings Results
14 Jul 22
Analyst ratings and price targets
Current price
Average target
$92.57
Low target
$80.00
High target
$108.00
BMO Capital
Maintains
$99.00
Oppenheimer
Maintains
$93.00
Barclays
Maintains
$108.00
Credit Suisse
Maintains
$95.00
Wells Fargo
Maintains
$83.00
Piper Sandler
Maintains
$90.00
RBC Capital
Maintains
$80.00
Investment data
| Top 50 of 7669 long holdings End of quarter 30 Jun 22 |
Value |
#Shares |
|---|---|---|
| $26.18B | 101.93M | |
| $24.94B | 182.45M | |
| $12.79B | 120.39M | |
| $11.85B | 31.41M | |
| $10.27B | 4.71M | |
| $8.78B | 44.6M | |
| $6.93B | 13.5M | |
| $6.73B | 37.92M | |
| $6.15B | 17.72M | |
| $5.8B | 40.34M | |
| $5.75B | 2.63M | |
| $5.59B | 49.66M | |
| $5.4B | 9.94M | |
| $5.17B | 18.93M | |
| $5.15B | 31.96M | |
| $5.12B | 13.5M | |
| $4.58B | 20.95M | |
| $4.54B | 16.54M | |
| $4.49B | 30.95M | |
| $4.4B | 69.99M | |
| $4.3B | 16.94M | |
| $4.29B | 13.61M | |
| $4.24B | 72.13M | |
| $4.23B | 6.28M | |
| $4.23B | 29.2M | |
| $4.22B | 56.06M | |
| $4.21B | 42.59M | |
| $3.99B | 26.08M | |
| $3.96B | 36.44M | |
| $3.93B | 41.62M | |
| $3.86B | 13.76M | |
| $3.8B | 72.55M | |
| $3.76B | 13.55M | |
| $3.76B | 43.85M | |
| $3.7B | 28.02M | |
| $3.67B | 22.01M | |
| $3.59B | 21.22M | |
| $3.46B | 37.98M | |
| $3.46B | 22.82M | |
| $3.44B | 14.12M | |
| $3.38B | 165.36M | |
| $3.37B | 7.04M | |
| $3.33B | 7M | |
| $3.15B | 19.07M | |
| $3.14B | 64.03M | |
| $3.13B | 12.66M | |
| $3.12B | 8.52M | |
| $3.1B | 61.05M | |
| $2.88B | 29.96M | |
| $2.87B | 37.05M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
5 Aug 22
16 Aug 22
31 Dec 22
Financial summary
| Quarter (USD) | Jun 22 | Mar 22 | Dec 21 | Sep 21 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 131.29B | 131.29B | 131.29B | 131.29B | 131.29B | 131.29B |
| Cash burn (monthly) | 1.6B | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | 2.51B | n/a | n/a | n/a | n/a | n/a |
| Cash remaining | 128.77B | n/a | n/a | n/a | n/a | n/a |
| Runway (months of cash) | 80.5 | n/a | n/a | n/a | n/a | n/a |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 10 Aug 22 | Andrew M Saperstein | Common Stock | Other | Dispose J | Yes | No | 0 | 30,509 | 0 | 46,226 |
| 20 Jul 22 | Andrew M Saperstein | Depositary Shares | Sell | Dispose S | No | No | 0 | 100 | 0 | 0 |
| 18 Jul 22 | Edward N Pick | Common Stock | Gift | Dispose G | No | No | 0 | 126 | 0 | 739,380.427 |
| 1 Jun 22 | Darling Alistair | Common Stock | Payment of exercise | Dispose F | No | No | 84.901 | 60 | 5.09K | 36,055.059 |
| 1 Jun 22 | Darling Alistair | Common Stock | Grant | Acquire A | No | No | 0 | 2,944.606 | 0 | 36,115.059 |
| 1 Jun 22 | Glocer Thomas H | Common Stock | Grant | Acquire A | No | No | 84.901 | 942.274 | 80K | 99,515.983 |
| 1 Jun 22 | Glocer Thomas H | Common Stock | Grant | Acquire A | No | No | 0 | 2,944.606 | 0 | 98,573.709 |
Institutional ownership, Q1 2022
62.8% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 1623 |
| Opened positions | 136 |
| Closed positions | 184 |
| Increased positions | 658 |
| Reduced positions | 589 |
| 13F shares | Current |
|---|---|
| Total value | 94.29B |
| Total shares | 1.08B |
| Total puts | 31.22M |
| Total calls | 19.26M |
| Total put/call ratio | 1.6 |
| Largest owners | Shares | Value |
|---|---|---|
| STT State Street | 130.45M | $11.4B |
| Vanguard | 119.46M | $10.44B |
| BLK Blackrock | 99.88M | $8.73B |
| JPM JPMorgan Chase & Co. | 41.78M | $3.65B |
| Wellington Management | 37.68M | $3.29B |
| FMR | 34.37M | $3B |
| Capital Research Global Investors | 26.64M | $2.33B |
| BAC Bank Of America | 25.75M | $2.25B |
| Geode Capital Management | 23.64M | $2.06B |
| Massachusetts Financial Services | 22.05M | $1.93B |
Financial report summary
?Competition
TD Ameritrade Holding • Greenhill & Co • Lazard • Lazard • Evercore • Moelis & Co • MS Young Adventure Enterprise • Perella Weinberg PartnersContent analysis
?| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
8th grade Avg
|
|
New words:
analyze, BBB, certify, characterized, Climate, comparison, demonstrating, exercised, feedback, fewer, France, franchise, grown, half, IKB, illiquid, inflation, Iowa, judge, lapse, magistrate, navigated, negatively, personal, principle, proposed, System, unapproved, upgraded, Volcker
Removed:
air, block, disease, Force, larger, leisure, lodging, professional, settled, strong, Task, travel
Financial reports
Current reports
8-K
Material Modifications to Rights of Security Holders
2 Aug 22
8-K
Morgan Stanley Second Quarter 2022 Earnings Results
14 Jul 22
8-K
Morgan Stanley Announces 11% Dividend Increase and Authorization of a $20 Billion Multi-Year Common Equity Share Repurchase Program
27 Jun 22
8-K
Submission of Matters to a Vote of Security Holders
27 May 22
8-K
Morgan Stanley First Quarter 2022 Earnings Results
14 Apr 22
8-K
Other Events
21 Jan 22
8-K
Morgan Stanley Fourth Quarter and Full Year 2021 Earnings Results
19 Jan 22
8-K
Amendments to Articles of Incorporation or Bylaws
18 Jan 22
8-K
Erika James Elected to Morgan Stanley Board of Directors
10 Nov 21
8-K
Material Modifications to Rights of Security Holders
25 Oct 21
Registration and prospectus
FWP
Free writing prospectus
16 Aug 22
424B2
Prospectus for primary offering
16 Aug 22
424B2
Prospectus for primary offering
16 Aug 22
424B2
Prospectus for primary offering
16 Aug 22
424B2
Prospectus for primary offering
16 Aug 22
424B2
Prospectus for primary offering
16 Aug 22
424B2
Prospectus for primary offering
16 Aug 22
424B2
Prospectus for primary offering
16 Aug 22
424B2
Prospectus for primary offering
16 Aug 22
424B2
Prospectus for primary offering
16 Aug 22
Proxies
PX14A6G
Letter to shareholders
15 Apr 22
PX14A6G
Letter to shareholders
12 Apr 22
DEFA14A
Additional proxy soliciting materials
8 Apr 22
DEFA14A
Additional proxy soliciting materials
8 Apr 22
DEFA14A
Additional proxy soliciting materials
1 Apr 21
DEFA14A
Additional proxy soliciting materials
1 Apr 21
DEF 14A
Definitive proxy
1 Apr 21
DEFA14A
Additional proxy soliciting materials
20 Apr 20
DEFA14A
Additional proxy soliciting materials
3 Apr 20
Other
CERT
Certification of approval for exchange listing
3 Aug 22
CERT
Certification of approval for exchange listing
25 Jul 22
CERT
Certification of approval for exchange listing
26 Oct 21
EFFECT
Notice of effectiveness
1 Feb 21
CORRESP
Correspondence with SEC
25 Jan 21
CORRESP
Correspondence with SEC
18 Jan 21
UPLOAD
Letter from SEC
20 Dec 20
EFFECT
Notice of effectiveness
15 Jun 20
CERT
Certification of approval for exchange listing
25 Nov 19
NO ACT
No action letter
22 Feb 17
Ownership
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
4
MORGAN STANLEY / EDWARD N PICK ownership change
12 Aug 22
4
MORGAN STANLEY / ANDREW M SAPERSTEIN ownership change
12 Aug 22
SC 13G/A
iQIYI / MORGAN STANLEY ownership change
10 Aug 22
SC 13G/A
AMF Hawaii Investments / MORGAN STANLEY ownership change
8 Aug 22
SC 13D/A
MORGAN STANLEY / MITSUBISHI UFJ FINANCIAL ownership change
8 Aug 22
4
MORGAN STANLEY / ANDREW M SAPERSTEIN ownership change
21 Jul 22
SC 13G/A
TIVITY HEALTH / MORGAN STANLEY ownership change
11 Jul 22
SC 13G/A
ELLSWORTH GROWTH & INCOME FUND / MORGAN STANLEY ownership change
11 Jul 22
SC 13G/A
WEIBO / MORGAN STANLEY ownership change
11 Jul 22
Patents
Utility
System and Method for Carbon Emissions Exposure Determination
28 Jul 22
A system and method may determine the carbon emissions risk to an institution through its lending and investment activities to a plurality of counterparties by, for example, determining carbon emissions data for a number of counterparties and, for each counterparty, determining the carbon emissions risk to the institution.
Utility
Multi-role, multi-user, multi-technology, configuration-driven requirements, coverage and testing automation
19 Jul 22
Computer systems and methods test applications of an enterprise computer system.
Utility
Exposure minimization response by artificial intelligence
14 Jun 22
An artificial-intelligence system for manipulating resources to minimize exposure harm in a chaotic environment, comprising autonomous agent devices, remote electronic sensors, and a central server.
Utility
Intelligent computation acceleration transform utility
7 Jun 22
Systems and methods for intelligent computation acceleration transform to allow applications to be executed by accelerated processing units such as graphic processing units (GPUs) or field programmable gate arrays (FPGAs) are disclosed.
Utility
Metadata driven orchestration engine
31 May 22
An efficient reusable, extensible light weight framework statelessly orchestrates system activities in any application which involves a series of sequential or parallel set of activities involving computational logic, data retrieval and persistence services.
Transcripts
2022 Q2
Earnings call transcript
14 Jul 22
2022 Q1
Earnings call transcript
14 Apr 22
2021 Q4
Earnings call transcript
19 Jan 22
2021 Q3
Earnings call transcript
14 Oct 21
2021 Q2
Earnings call transcript
15 Jul 21
2021 Q1
Earnings call transcript
16 Apr 21
2020 Q4
Earnings call transcript
20 Jan 21
2020 Q3
Earnings call transcript
15 Oct 20
2020 Q2
Earnings call transcript
16 Jul 20
2020 Q1
Earnings call transcript
16 Apr 20
Reddit threads
You guys are very convincing... 60k YOLO BBBY
16 Aug 22
FYI, Berkshire Hathaway 2nd Quarter Portfolio Holdings - SEC Form 13F-HR
15 Aug 22
How can I get my dad to stop day trading?
15 Aug 22
What to add next?
14 Aug 22
Is it worth to collect stocks in single platform?
14 Aug 22
Market jump after Fed rate hike is a ‘trap,’ Morgan Stanley’s Mike Wilson warns investors
14 Aug 22
National gasoline prices expected to fall under 4 dollars in Q4 !
14 Aug 22
We are in a massive bull trap according to Brock Value. Do you agree or disagree?
13 Aug 22
Alphabet stock
11 Aug 22
What else should I add to my Portfolio apart from SCHD, O, and VOO?
10 Aug 22