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Investor Insights

This summary was created by AI, based on 23 opinions in the last 12 months.

Morgan Stanley (MS) has recently posted impressive earnings results, beating revenue and profit expectations, particularly in investment banking and equity trading. The firm has a robust wealth management business, contributing significantly to its earnings, with a noteworthy amount of new assets and strong growth in dividends. Analysts are optimistic about the future performance, citing a favorable shift towards deregulation in the banking sector and solid management strategies. Despite a slight recent decline in stock price, many experts view this as a buying opportunity due to the company's strong balance sheet and continued growth trajectory in wealth management and capital markets. Overall, MS is recognized for its diverse business model and effective capital allocation, though some analysts urge caution regarding current valuations.

Consensus
Buy
Valuation
Fair Value
BUY

They announced lay-offs, but no financial advisors. 70% of earnings come from the wealth business. They have a strong balance sheet and pay a 3% dividend yield that's growing. MS is-5% this year. The time to buy.

BUY

He's most excited about banking de-regulation, loosening constraints as a result of the 2008 banking crisis. De-regulating will loosen a lot of capital, so he owns MS in anticipation.

BUY

This week, they delivered a big revenue and earnings beat. Investment banking revenue rose 25% and equity 51%. Strong expense control as seen in their 69% efficiency ratio and bought back $750 million in shares. The sky is the limit for these guys. 

BUY

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.

BUY

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.

PAST TOP PICK
(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. 

BUY ON WEAKNESS

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.

BUY

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.

HOLD

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

BUY

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

BUY

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.

BUY

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

PAST TOP PICK
(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.

COMMENT
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.

BUY

Likes MS, expecting its capital markets activity to increase.

Showing 1 to 15 of 319 entries

Morgan Stanley(MS-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 9

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, 9 stock analysts published opinions about MS-N. 3 analysts recommended to BUY the stock. 3 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?

9 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 2025-04-01, Morgan Stanley (MS-N) stock closed at a price of $115.74.