Morgan Stanley (MS) Buy, Sell or Hold

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Morgan Stanley (MS)

218.27

+8.13 (3.87%)

as of Jun 4, 2026, 8:00:00 pm Market Open.

74 watching

Investor Insights

Jun 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.

Consensus

Positive

Valuation

Fair Value

Similar

JPM, JPM

STRONG BUY

It is the largest wealth manager in the US. They reduced their dependence on investment banking derivatives. They have done a fantastic job. He continues to be very bullish on the stock and they will benefit if we get an uptick in interest rates and inflation.

BUY

He's been happy to own this for years. Today's they're more of an asset manager generating more than 50% of revenues. They bought eTrade and other companies. They are less sensitive to interest rates and more so to trading volumes.

TOP PICK

Largest wealth manager in the US, an area they excel in. Recent acquisition will give them more depth in that field. De-emphasized the riskier parts of the business. 13x earnings. Double digit earnings and dividend growth for next several years. Winner in an inflationary environment. Yield is 1.56%. (Analysts’ price target is $90.92)

PAST TOP PICK

(A Top Pick Aug 24/20, Up 66%) Highest class US bank. Wealth management rather than lending money. Will benefit from economic boom in the next 4-5 years.

BUY

The financial index has only just started to do well. MS recently broke out to a new high since moving sideways for years. The outlook for bond trades is good with interest rates going up. At least for the next year, it should be a good investment.

BUY

The CEO has done a remarkable job. He owns its peers (JPM, Wells Fargo), but MS has the best business model and their acquisitions have been good. He regrets not buying this.

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

PAST TOP PICK

(A Top Pick Oct 29/20, Up 66.6%)Stockchase Research Editor: Michael O'Reilly We are recommending trailing up the stop to $75. This would all but guarantee a minimum investment return of 40%, including the previous recommendation to cover 50%.

BUY

Likes the US financials here. Trading at 13x, with a 20% earnings growth rate. Decent valuation. 1.5x price to book.

TOP PICK

Turned from institutional fixed income to wealth management. Acquisitive. Inexpensive. Well managed. Technically, stock price looks very attractive. Yield is 2.19%. (Analysts’ price target is $64.90)

HOLD

Financials are waiting for the U.S. yield curve to steepen and this is now happening. MS also benefits from underwriting which is accelerating. MS has also increased their space in the personal area--MS used to deal with the rich, top-end people in America, but now serve the common mainstream. Stick with it.

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

PAST TOP PICK

(A Top Pick Oct 29/20, Up 24.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK has achieved its price objective at $60. To be disciplined, we are recommending covering 50% of the position. We also recommend trailing up the stop to $48.50 -- just above the original recommended entry level.

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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)

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.

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Morgan Stanley (MS)