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Investor Insights

This summary was created by AI, based on 22 opinions in the last 12 months.

The reviews from different experts indicate that Morgan Stanley (MS-N) has a strong retail franchise with a successful brokerage business and large asset management. While some experts express disappointment in recent performance, others see potential for growth in the wealth management business. Overall, the company is regarded as well diversified and well run, with a significant international reach.

Consensus
Mixed
Valuation
Fair Value
BUY
Morgan Stanley

Incredible business. Strong retail franchise with the brokerage business, plus very large asset management. Slimmed down risk on trading. Beat expectations. M&A should pick up next year. Multiple's not high, businesses will continue to grow. Has done a way better job than GS.

investment companies / funds
HOLD
Morgan Stanley

Their report was note received well and shares tumbled 4%. The past few years this has been rangebound at $80-100, now near $80. Net revenues were up 1% YOY as EPS sank 32.5% YOY. Overall, it was an unremarkable quarter and management's comments were "mixed" at best and guarded. It was downbeat. Overall, he's not thrilled with their quarter, but he's not ready to throw in the towel, because they pay a 4% yield and are buying back a lot of shares. He may add shares around $78-80. Overall, disappointing.

investment companies / funds
WATCH
Morgan Stanley

They report Tuesday morning. Their last quarter was badly panned because their wealth management business did not grow. Can the new CEO change this?

investment companies / funds
BUY
Morgan Stanley

Made the msitake of selling this in October. Targets well over $100. Their businesses are well-diversified. Excellent execution.

investment companies / funds
BUY
Morgan Stanley

Likes the money centre banks. Will do well with a normalized yield curve, as it enhances net interest margins. Fed signalling interest rates coming down should depress the short end of the curve, with the long end maintaining itself somewhat.

The group is trading at about a 30% discount to normalized valuations of around 13.5x earnings. That carries through to book value, trading at discounts to historical norms. He owns JPM, BAC, and MS, and that's where he'd put money.

investment companies / funds
BUY
Morgan Stanley
banks

He regrets selling positions in MS and BAC and wants to get back in. He does want to sell some of his JPM. Wants to return to MS and GS, because he thinks their stock-trading revenue can excel. As for Citi, their revenues are way down, so he'll pass.

investment companies / funds
BUY
Morgan Stanley

Well respected, well run. Refocused on expanding wealth management, and this has done well, making the business more stable. Nothing wrong with it. She owns the well run, diversified JPM instead.

investment companies / funds
PARTIAL BUY
Morgan Stanley

He owns no US banks, everything's been hurt. Investment banking, so it's a proxy for the stock market. Trading below book value. Curve re-steepening is negative for banks until that steepening levels off; we're mid-way through that. It's a bit early, but it wouldn't be bad to own a little bit of US banking right now.

investment companies / funds
PAST TOP PICK
Morgan Stanley
(A Top Pick Oct 06/22, Down 0.1%)

Pays a fine dividend, and they buy back a lot of stock, reducing it by 15% in 10 years. 2022 was a bad year for financials and this year slightly better, but the Fed is done raising rates, so the set-up is good for banks.

investment companies / funds
COMMENT
Morgan Stanley
Reporting top- and bottom-line beats today

He had sold the banks (MS, BAC, but is long JPM) to buy QQQs, and he stands by that rotation. If any banks decline, it would be the regional ones, which he's avoided since the spring crisis. His outlook on the banks is limited upside, given regulations restricting hoarding capital on the balance sheet, which will impede loan growth. Plus, the economy will start of contract. MS and BAC are good companies, but he'd rather buy the debt of these stocks, because their balance sheets will be fortified.

investment companies / funds
SELL
Morgan Stanley

Sold it after 6 years. Great management. But the macros conditions don't favour the big US banks (except JPM). There's been huge growth in private credit, so how will the banks grow organically? He doesn't see it. It's better to own the debt of MS than the stock.

investment companies / funds
BUY
Morgan Stanley

Has a huge retail and commercial lending base and cushions the company when investment banking and wealth management are weak. Has a big international reach.

investment companies / funds
TOP PICK
Morgan Stanley

Current share price a good place to buy.
Investment banking & wealth management business units expected to improve.
Expecting ~$100 share price going forward.
Comfortable with management team.
Good long term investment.

investment companies / funds
BUY
Morgan Stanley
Goldman Sachs question

Capital market activity may return next year (IPOs) to benefit GS. Last quarter, their revenues have been down 8%. He prefers Morgan Stanley for being a pure play, even though financials are not a great place being late-cycle.

investment companies / funds
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TOP PICK
Morgan Stanley

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firms clients include corporations, governments, institutions, and individuals. Social media mentions are up 400% in the past 24h.

investment companies / funds
Showing 1 to 15 of 296 entries

Morgan Stanley(MS-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 15

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 18

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, 18 stock analysts published opinions about MS-N. 15 analysts recommended to BUY the stock. 1 analyst 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?

18 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 2024-03-28, Morgan Stanley (MS-N) stock closed at a price of $94.115.