NYSE:MS
Morgan Stanley (MS)
218.27
+8.13 (3.87%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
74 watching
Financials 
Technical Analysis 0
Investor Insights
Jun 4, 2026, 12:00 amThis 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.
Consensus
Positive
Valuation
Fair Value
Similar
JPM, JPM
BUY
He loves how it's transforming more into a wealth management business. They reported a top and bottom line beat yesterday. The stock has room to run, despite its recent run-up. They've made a big move into asset management, though still an investment bank. Expenses were far lower than expected. Shares rallied despite a downgrade. It trades at less than 14x 2022 earnings, which he predicts will be 20x earnings one day. A lot of room to run.
investment companiesfunds
COMMENT
MS vs. V Likes banking in general in the US as well as in Canada, because the economy is improving and this should improve net interest margins. She owns JPM instead of MS, as they've been very well run over time, gorgeous balance sheets, diversified, doing well in capital markets. She likes Visa as well. It will benefit as payment volumes ramp up with more travel domestically and internationally. Since the pandemic, people are using their plastic cards more. Right now, between MS and V, she prefers Visa, as it's lagged the market and its long-term growth profile is more attractive.
investment companiesfunds
BUY
It got downgraded today by Oppenheimer. He disagrees. A boring stock can be a good stock, like MS. MS is consistently boring. The current CEO has turned this around; MS used to be a rollercoaster, rooted in bad mortgages from the Great Recession and paying a big fine for that. They bought Eaton Vance and Etrade to boost its wealth management business--smart.
investment companiesfunds
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Premium contentPAST TOP PICK
(A Top Pick Aug 10/21, Up 107.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MS has triggered its stop at $100. We recommend covering the remaining position at this time. Combined with the previous recommendation to cover half the position, this results in a total net investment return of 65%.
investment companiesfunds
BUY
MS vs. C Likes the banking sector, US banks in general, and both these names. Citi is at its 200-day MA, pretty cheap at below book value of 0.77, a diversified bank. MS price to book is 1.9x, has done well, with more growth so you're paying up for it, more into wealth management and institutional securities.
investment companiesfunds
Premium contentPAST TOP PICK
(A Top Pick Oct 29/20, Up 113.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MS is progressing well. We recommend trailing up the stop to $100 (from $85). If triggered, this would all but guarantee an net investment return of 65%, considering our recommendation to cover half the position previously.
investment companiesfunds
TOP PICK
Likes the financial sector. XLF only recently took out the highs from 2008. Wealth management has been a stellar grower. e-Trade has fuelled asset gains, strong in capital markets. Recently doubled dividend, which they'll continue to grow. Yield is 2.80%. (Analysts’ price target is $100.66)
David BurrowsOwned
investment companiesfunds
TOP PICK
Wealth management supplies more than 50% of revenues. Purchased e-Trade and Eaton Vance. Reported very strong earnings. Trading at 14x earnings, very attractive. CEO is a very good operator. Not exposed to loan books or interest spreads, not as sensitive to the economy. Yield is 2.74%. (Analysts’ price target is $100.66)
Gordon ReidOwned
investment companiesfunds
COMMENT
Many feel this stock has gotten ahead of itself, up 51% YTD and trades at 14x earnings. It's no longer a traditional investment bank, but rather a wealth advisor for all sorts of demographics which is a better business. To compare, the other big investment bank, Goldman-Sachs trades at 7x earnings and up 55% YTD.
investment companiesfunds
BUY
Reported a blow-out quarter last week and rallied a bit last week. CEO is making MS more stable with stable earnings. That's why he bought Etrade and Eaton Vance. Their wealth management and investment management business saw $250 billion in inflows in the first half of 2021. It's the most expensive bank stock for good reason. It's as risk-free as you can get. He bought on today's sell-off.
investment companiesfunds
PAST TOP PICK
(A Top Pick Jul 23/20, Up 89%) Reports tomorrow. Not as reliant on a loan book as others. Half of revenues come from wealth management, which has done extremely well. Doubled dividend. Over-capitalized.
Gordon ReidOwned
investment companiesfunds
Premium contentPAST TOP PICK
(A Top Pick Oct 29/20, Up 88.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MS is progressing well. We now recommend trailing up the stop (from $75) to $85. If triggered, this would all but guarantee a net investment return of 50%, when considering our previous recommendation to cover 50% of the holding.
investment companiesfunds
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