NYSE:MS

Morgan Stanley (MS)

229.98
+2.31 (1.01%)
as of Jul 15, 2026, 3:08:24 pm Market Open.
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Investor Insights
star iconJul 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.

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Consensus
Bullish
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Valuation
Fair Value
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Similar
JPM,GS
TOP PICK

CEO thinks economy will see a nice recovery in back half of this year. Great job building out asset and wealth management, and so ROE has continued to increase from 10% to 16% in a decade. Buying back stock. Good entry point with the banking turmoil. Cyclical low in banking will come back in 2024-25. Yield is 3.47%.

(Analysts’ price target is $98.05)
BUY

Owns shares in the company.
Excellent company for the long term.
Concentrating in the wealth management side of business.
Very active in M&A wealth management. 
Good long term prospects for the business. 

BUY

Reported this morning and shares sank like a rock. Loan losses came in much higher than expected and the investment banking line was disappointing. But only net new assets matter, because MS is in the asset management business; it took in $110 billion which doubled the previous quarter. This number told him that MS was golden. MS shares rallied from that early low to finish slightly positive.

BUY

They report next Wednesday. They're not exposed to the lending business, and are a juggernaut in wealth management to rich clients. Avoid the regionals.

BUY

Well-capitalized bank. Boast a great management business.

HOLD

Beat market expectations.
Cutting jobs recently.
Would hold shares for the long term.
One of the best US banking stocks.
Very good long term investment. 

COMMENT
If we're going into a recession, not typically a company that's going to see 52-week highs. It has hit a 6-month high. Once we cycle through January/February, it will be at a 52-week high if it holds at this price.
WEAK BUY
A decade ago, was in the same position as GS is in now. Started investing in wealth and asset management ten years ago. So, weakness in one set of earnings was offset by strength in another.
BUY
They have aggressively moved into wealth management, which is more consistent than traditional investment banking. He expects a strong quarter on Tuesday.
PARTIAL BUY
They spent years transitioning from an investment bank to an asset manager, a far steadier, safer business, but held hostage to the market. That's why their AUM took a hit last year, but 2023 will see a recovery if the Fed stops tightening in the second half. They can't do worse than last year. Earnings are coming back. PEG ratio is under 0.9. Maybe wait until they report next week.
BUY
Has long owned this. Wealth management and trading have been driving revenues and growth.
DON'T BUY
Good job transitioning since financial crisis to be less cyclical. Strong wealth management platform, traditional capital markets business. Will get hit by economic slowdown. 13x earnings. His preference is in alternative asset management, such as KKR or BAM, as they're in better position to capitalize on market volatility.
HOLD
Hold it. Pays a 3.5% yield and still doing well.
PARTIAL BUY

Though he's bearish long term, an investor can nibble away here. Small caps are a good place to be, because of less exposure to the strong US dollar. Also, supply chain woes are easing. So, he has been adding to Goldman Sachs, Bank of America and Morgan Stanley. The market can move higher (short term). Caveat: Gas prices are up again, and inflation remains ridiculously high.

BUY
Especially likes its wealth management. Very good operator.
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