Morgan Stanley (MS) Buy, Sell or Hold

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Morgan Stanley (MS)

214.08

-0.12 (0.06%)

as of Aug 24, 2026, 8:00:00 pm Market Open.

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Investor Insights

Aug 24, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Morgan Stanley (MS) has garnered a generally positive outlook from experts, with key themes emerging around strong performance and growth prospects. The bank is benefiting from increased activity in IPOs, mergers, and a recovering capital markets environment, backed by rising interest rates which bode well for profitability. Analysts highlight the impressive return on equity (ROE) and strong wealth management capabilities, fostering confidence in future performance. Despite some profit-taking following a strong year, there is a sense of reassurance in maintaining core holdings. Overall, the sentiment suggests that MS is well-positioned to capitalize on macroeconomic trends and evolving market dynamics, making it an attractive option for investors looking for stability and growth in the financial sector.

Consensus

Positive

Valuation

Fair Value

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly MS is one of the world's largest investment banking, securities and wealth management companies. Recently reported revenues were up 16% over the year and earnings increased by 25%. Trading with an 8 PE, it is good value here. It pays a solid dividend, backed by a payout ratio of only 28% of cash flow. We would trade this with a $35 stop-loss, looking to hit analysts targets near $60 -- 25% upside. Yield 2.94% (Analysts’ price target is $59.63)

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BUY

It trades at one times book. The issue is that they are transitioning their investment banking business to a more stable wealth management business. It is becoming a bigger and bigger part of their mix. It is a more stable part of their business.

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.

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