NYSE:MS

Morgan Stanley (MS)

218.27
+8.13 (3.87%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Morgan Stanley (MS) has received a generally positive outlook from various experts, showcasing its impressive performance and strategic growth. The company's wealth management division is highlighted as a strong performer, fueled by recent acquisitions and significant assets under management (AUM) of $5 trillion. Analysts anticipate a favorable quarter ahead, particularly with the resurgence of IPOs and capital market activities. While the stock has experienced some profit-taking, experts believe it remains a solid long-term core holding alongside other major U.S. banks. Moreover, MS is expected to benefit from the broader trends of rising interest rates and a bullish view of the financial markets, indicating a potentially prosperous future for the company.

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Consensus
Positive
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Valuation
Fair Value
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TOP PICK
Historically highly cyclical, but they're moving more into wealth management. 50% of revenues now come from wealth management. So it's done well, despite no IPOs and little M&A activity. Buying back stock. About 10% ROC. In on Tesla's Twitter deal. Nice yield of 3.78%. (Analysts’ price target is $94.46)
WAIT
For US banks, mortgages originate at the community banks and then move up the channel and can be sold. MS participates in this. Income from these is largely transactional. If transactions slow, as in a rising interest rate environment, this would be a revenue headwind, and you'll see a spike in non-performing loans. US banks will trade down. But when we bottom out, there will be a significant opportunity. Wouldn't touch a US bank now.
PAST TOP PICK
(A Top Pick Aug 18/21, Down 6%) More than 50% of revenues come from wealth management after absorbing Eaton Vance and Etrade. Trades at 10x earnings. Will do well as the economy improves. Run by a tough CEO.
PAST TOP PICK
(A Top Pick Aug 19/21, Down 7%) Got stopped out. He'd buy again here. Asset management and trading business very strong. Great job building out capital markets business. If you believe the next leg of a bull market is ahead of us, you want exposure to capital markets. Outperformed the market from April to the June lows with rising RSI.
BUY
Buy US banks? He's very bullish on the money-centered banks. Global banks are all down, so now is a good buying opportunity. They're down because the are exposed to investment banking. There is less M&A and few IPOs coming, so these revenues are certainly down. Secondly, the yield curve is flat to inverted, so net interest margins are squeezed. However, this is a short-term cyclical problem that will self-correct. These banks pay good dividends and offer good free cash flow at low PE's. What are you waiting for?
BUY

They report Thursday. Usually, shares get crushed after the report, but what if there's nowhere to go except up because they have fallen so far? It makes no sense that their net interest margins are so high, yet shares are so low. Before when net interest margins were much lower, shares were much higher. No sense. He likes the banks before their quarter. The St. Louis Fed says that loans were still strong this quarter. Banks, which have been frigid, could be hot now and they usually work well at this point of the cycle. MS pays a good dividend.

BUY
He keeps buying this as it goes down. It's a core holding of his. Today, they announced an 11% dividend boost and a $20 billion share buyback.
TOP PICK
Has owned this for a long time. US bank stocks have been hit. They are the largest wealth manager in the US, a stable business, and less focused on banking now. It trades at only 10x PE and pays a 3.8% dividend yield with growth. Expect more share buybacks. They will benefit from the yield curve. (Analysts’ price target is $103.90)
WATCH
It is mostly a wealth management and investment bank so it is affected by the movement in the bond and stock markets.The wealth management part will be affected by losses in asset reduction under administration. Both components need to see stability regarding macro concerns. Keep an eye on the IPO calendar for numbers as well as corporate debt levels.
BUY
AHY: Accidental high-yielding stocks that have fallen so far that their dividends now pay huge. His favourite investment management bank as they pivot towards the more stable wealth management business.
PAST TOP PICK
(A Top Pick May 27/21, Down 8%) Largest wealth manager in the US. All US banks have sold off. Cheap multiple, good dividend. Long-term core holding. Financial services sector is on sale right now.
BUY
Offers a hybrid of operations: underwriting, capital markets and especially wealth management which amounts to 50% of their revenues alone. Happy to own it.
BUY
Trades at a cheap 12x earnings, pays a 3+% yield and buysback shares. This and Bank of America are the top banks. MS' PE is shrinking even as the Fed raises rates. He added more shares last week when it was down.
BUY
They performed with trading revenues in their recent report. Banks will have to build reserves for potential credit losses, though.
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