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Investor Insights

This summary was created by AI, based on 26 opinions in the last 12 months.

Based on the reviews of different experts, it can be summarized that Morgan Stanley (MS-N) is seen as a strong and well-diversified financial company with a focus on wealth management and capital markets. The company has demonstrated strong financial performance and dividend growth, although some concerns have been expressed about its valuation and the potential impact of the new administration's policies. Overall, experts are positive about the company's long-term prospects and its ability to weather market fluctuations.

Consensus
Positive
Valuation
Fair Value
Similar
JPMorgan Chase, JPM
BUY
Morgan Stanley

The question was on his preference of this group of wealth management companies. He owns all three for different reasons. The possible lack of regulation under the new administration has already boosted them. They are in excellent financial shape and have good dividend growth. It is not an expensive sector.

investment companies / funds
BUY
Morgan Stanley

KCE ETF for capital markets was the only ETF in the US that made a new RSI high last week going into the election. Great job building M&A and trading. Very strong wealth management. Technically, a break out. Could pull back, but he thinks there's a ways to go.

investment companies / funds
PAST TOP PICK
Morgan Stanley
(A Top Pick Sep 15/23, Up 39%)

Excellent company that has owned for ~10 years. Will continue ownership. Very high quality business with strong balance sheet, and ability to generate profits. Management very strong with good capital allocation skills. 

investment companies / funds
BUY ON WEAKNESS
Morgan Stanley

Investment banks don't get a lot of love because earnings are so cyclical. Investors will put a different multiple on cyclical earnings versus steady earnings. Phenomenal job transitioning to more of a wealth manager; gives a lot more earnings durability. Prefers it to GS. Would not add here, valuation's too rich; wait for pullback.

investment companies / funds
BUY
Morgan Stanley

They just delivered a strong Q3: +56% investment banking YOY, 22% equity trading YOY with an efficient 72% expense ratio and 17.5% return on common equity, a major beat. The wealth management business is booming with $64 billion of new assets.

investment companies / funds
HOLD
Morgan Stanley

They report Wednesday. Bears kept tearing apart their wealth management business, but investors buy on any weakness. Pays a 3.5% dividend. Hold on.

investment companies / funds
BUY
Morgan Stanley

An investment-focused name. Bit more leverage, bit more beta. Likes this space, but it's not as conservative as the money-centre banks.

investment companies / funds
BUY
Morgan Stanley

Was upgraded today. It's underperformed GS and the market since 2021. Their banking fees and M&A pipeline are both strong. Higher asset prices should benefit wealth management. Net interest income should rise as the yield curve steepens. It trades at 13x forward PE and pays a 3.5% dividend yield. They can use excess capital for share buybacks.

investment companies / funds
BUY
Morgan Stanley

Pays a 4% dividend and he predicts more acquisitions and IPOs, which will benefit MS' business.

investment companies / funds
PAST TOP PICK
Morgan Stanley
(A Top Pick Sep 15/23, Up 13%)

Still likes it here. Wealth management side has been flattish. Achieved rebound in investment banking. Still positive longer term.

investment companies / funds
COMMENT
Morgan Stanley
Was downgraded today

He knows the analyst and read that note--MS is ahead of its skiis. The message was not short MS, but go underweight the name.

investment companies / funds
BUY
Morgan Stanley

Likes MS, expecting its capital markets activity to increase.

investment companies / funds
TOP PICK
Morgan Stanley

They just beat and bottom lines. Their capital markets business is strong, and so is their wealth management unit after buying Eaton Vance and etrade. Reasonable PE is 15x and pays a 3.54% yield. Great growth.

(Analysts’ price target is $101.70)
investment companies / funds
HOLD
Morgan Stanley
For a TFSA?

The one drawback is that, unlike with an RRSP, you are subject to the 15% withholding tax on dividends paid from US companies. But he wouldn't let that keep you from owning US stocks in a TFSA, as it's all about total return and US stocks have outperformed Canadian ones for quite some time. Huge lift in the USD compared to CAD over last few years, and now we have interest rates moving down here.

Well run. 48% of revenue from wealth management, 42% from institutional, 10% from investment management. Should see a lift in these big names from falling interest rates and improving equity in fixed income markets. Some of the other banks have done better over the past year, like JPM or Citi or WFC. You'll do OK with MS as interest rate conditions improve. Paying 1.7x price to book, others are cheaper. Yield is 3.5%.

He prefers the payment companies like Visa and MA. Less competition. See his Top Picks.

investment companies / funds
PAST TOP PICK
Morgan Stanley
(A Top Pick Apr 27/23, Up 16%)

Huge wealth management and financial advisory businesses have been growing. These provide very high ROE and solid base for cashflow, no matter what equity markets are doing.

investment companies / funds
Showing 1 to 15 of 316 entries

Morgan Stanley(MS-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 19

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 23

Stockchase rating for Morgan Stanley is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Morgan Stanley(MS-N) Frequently Asked Questions

What is Morgan Stanley stock symbol?

Morgan Stanley is a American stock, trading under the symbol MS-N on the New York Stock Exchange (MS). It is usually referred to as NYSE:MS or MS-N

Is Morgan Stanley a buy or a sell?

In the last year, 23 stock analysts published opinions about MS-N. 19 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Morgan Stanley.

Is Morgan Stanley a good investment or a top pick?

Morgan Stanley was recommended as a Top Pick by on . Read the latest stock experts ratings for Morgan Stanley.

Why is Morgan Stanley stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Morgan Stanley worth watching?

23 stock analysts on Stockchase covered Morgan Stanley In the last year. It is a trending stock that is worth watching.

What is Morgan Stanley stock price?

On 2024-12-06, Morgan Stanley (MS-N) stock closed at a price of $129.96.