Morgan Stanley (MS) Buy, Sell or Hold

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Morgan Stanley (MS)

228.55

+0.88 (0.39%)

as of Jul 15, 2026, 8:00:00 pm Market Open.

72 watching

Investor Insights

Jul 15, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Morgan Stanley (MS) is viewed favorably by experts, who express optimistic sentiments regarding the bank's performance in light of increased IPO activity, rising interest rates, and a boom in M&A deals. Analysts highlight the bank's impressive return on equity of 27% and robust wealth management segment, which now constitutes half of its business. The consensus is that with healthy activity in capital markets and a supportive macroeconomic backdrop, MS is set for an excellent year ahead. Investors are encouraged to maintain core holdings while also considering diversification into other major banks, reflecting a strong outlook for the financial sector as a whole.

Consensus

Bullish

Valuation

Fair Value

Similar

JPM,GS

BUY

A chronically undervalued bank. Why does it trade so low? They've added huge assets thanks to the US$7 billion purchase of Eaton Vance. It's becoming less of a broker and more of a financial advisory firm which he likes. The CEO has done a great job.

BUY

It is a bank and not just a brokerage firm. After 2009 they shrunk their fixed income and commodities businesses because they were taking up a lot of capital. They have a large wealth management business that continues to execute well.

TOP PICK

A capital market player but doesn't have many loans to small businesses. A leader in wealth management. He targets $70. A low-risk way to play the financials without worrying about bank loan losses, because they don't have many loans out for mortgages and small businesses. (Analysts’ price target is $59.18)

TOP PICK

Doesn't have the headwinds of making loans to individuals or businesses. Makes money off wealth management. Recently bought e-Trade. Moving toward a more stable, predictable revenue base. Earnings power is at least $5 a share. Good value. Yield is 2.74%. (Analysts’ price target is $57.72)

PAST TOP PICK

(A Top Pick Aug 15/19, Up 36%) They just came out with great earnings. It trades at 10 times earnings and 2.7% yield. He is still a very happy owner.

BUY

Safe dividend and its wealth management keep performing in zero interest rates? Its wealth management division in the US provides stable cash flow and doesn't depend much on interest rates, though other parts do. The payout is modest, so the dividend is safe. A core holding that's well-capitalized. Safe.

DON'T BUY

He has owned it. A great investment bank, but now there are few private equity deals and no IPOs. They have a lot of overnight cash from clients, but very low interest rates will earn little here. Little money to be made here in this crisis. Wait for capital markets to return.

BUY

They are the largest wealth manager in the US. E-Trade will compliment their suite. They are more focused on wealth management and less on trading.

PAST TOP PICK

(A Top Pick Mar 21/19, Up 15%) Trades at a cheap less than 10x earnings. He likes the CEO's straightforward style. They've built their wealth management services by just buying E-trade.

BUY

Dilution is coming. Longer term, the e-Trade acquisition is good for both companies. Industry is consolidating, and you have to have scale. A good move. e-Trade has expertise and is a steady business.

HOLD

Low rates will compress margins. Wealth management is a source of growth. If you own, continue to hold. She owns JP Morgan instead based on management and historical track record.

BUY

He owns BAC instead. In contrast to Goldman Sachs, MS is an institutional investment bank with a large wealth and asset management arm. MS has reduced the capital in their fixed income business (which demands a lot of capital), more effectively than GS has. So, MS has executed much better on that side. Not an expensive stock. If the market does really well, MS's brokerage arm should do well too.

DON'T BUY

Has moved higher with value and cyclical stocks. Technically, he's neutral on it. Would err to not owning a cyclical bank at this point of the cycle. At some point, we're going to have a slowdown, and you want to be prepared.

BUY

He likes both Canadian and American banks. MS has built a base for so long, it is now moving up. Plenty of upside.

BUY

An investment bank with strong wealth and asset management businesses. What they do that's different from its peers is that MS reduced its capital allocation into their fixed income business (whereas Goldman Sachs did not and have suffered more). Also, the brokerage and asset management operations in have done very well (better than Goldman). This makes MS better than Goldman Sachs. This and JP Morgan are more diversified than their peers.

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Morgan Stanley (MS)