Ticker: MS

Morgan Stanley

Finance Financials Financial - Capital Markets

Price 214.42

Reco Buy Potential 70 Risk 40 Updated 2026-07-27

Official website

Forecast impact

limited

Target +0.3% target fill 99.7%

Reaction D5 pending · D10 pending market trust

Impact Potential 0 · Risk 0 valid until 2026-08-20

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Morgan Stanley is a global financial services firm providing a range of investment banking, securities, wealth management, and investment management services. Its core products include advisory services for mergers and acquisitions, capital raising, and asset management. Major business segments consist of Institutional Securities, Wealth Management, and Investment Management, with primary revenue sources derived from advisory fees, trading commissions, and asset management fees.

Investment Profile

The investment profile of Morgan Stanley is more aligned with balanced investors, given its combination of growth potential and dividend yield. The firm demonstrates strong revenue growth and a stable dividend, appealing to those seeking both capital appreciation and income. Its moderate volatility suggests a manageable risk level for investors.

Category: Finance Sector: Financials Industry: Financial - Capital Markets Investment style: Growth Horizon: Long-term Company type: Blue Chip Company type: Large Cap Experience: Basic

Fundamental metrics (experimental) Updated: 2026-07-24

EPS (TTM) — earnings per share for the last 12 months, $: 12.44
Revenue QoQ — quarter-over-quarter revenue growth: 4.0%
EPS surprise: 19.7%
20d volatility: 1.8%
Dividend yield: 2.4%
last ex-date: 2026-07-31

AI recommendation changes

Date	Before	After	Reason
2026-07-01	Hold	Buy	Solid fundamentals, but recent momentum shows weakness.
2026-06-27	Buy	Hold	Weak momentum and high risk offset solid fundamentals.
2026-05-08	—	Buy	Strong fundamentals, but mixed short-term momentum.
2026-05-08	Buy	Buy	Компания демонстрирует стабильный рост выручки и положительную динамику за последние месяцы. Дивидендная доходность также привлекательна, что делает акции Morgan Stanley интересными для инвесторов.
2026-04-09	Hold	Buy	Компания демонстрирует положительную динамику на краткосрочных интервалах и стабильный рост за последние 120 дней. Умеренный риск обусловлен недавним снижением выручки, но высокий потенциал роста и дивидендная доходность
2026-03-07	Buy	Hold	Компания демонстрирует стабильные финансовые показатели, однако недавние колебания цен и снижение выручки могут указывать на краткосрочные риски. Рекомендуется удерживать акции до прояснения ситуации.
2026-02-26	Hold	Buy	Компания показывает стабильный рост на длительном горизонте, однако недавние колебания цен и снижение выручки в квартальном выражении вызывают осторожность.
2026-02-16	Buy	Hold	Компания демонстрирует стабильный рост на длительном горизонте, однако недавние колебания цен и снижение выручки в квартальном выражении вызывают опасения.
2026-01-30	Hold	Buy	Компания показывает положительную динамику на долгосрочном горизонте, что указывает на потенциал роста. Несмотря на небольшие колебания в краткосрочной перспективе, текущая цена может быть привлекательной для инвестиций.
2026-01-29	Buy	Hold	Компания показывает положительную динамику на длительном горизонте, однако недавние колебания цен и отсутствие данных по EPS и дивидендам создают неопределенность.
2026-01-27	Hold	Buy	Компания показывает сильный рост за последние 120 дней и имеет положительную динамику, что указывает на потенциал дальнейшего роста. Несмотря на недавние колебания, долгосрочные перспективы выглядят обнадеживающе.
2026-01-25	Buy	Hold	Компания Morgan Stanley демонстрирует стабильный рост на длительном горизонте, однако недавние колебания цен и отсутствие данных по EPS и доходам могут вызывать опасения. Рекомендуется удерживать акции до получения более

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-07-21	Morgan Stanley	Target Raised	190 → 215	210.97
2026-07-20	RBC Capital	Target Raised	207 → 243	215.475
2026-07-17	Morgan Stanley	Target Raised	220 → 235	218.37
2026-07-16	Morgan Stanley	Target Raised	187 → 195	228.42
2026-07-16	Morgan Stanley	Target Raised	230 → 262	228.42
2026-07-16	Wells Fargo	Target Raised	225 → 240	228.42
2026-07-15	Morgan Stanley	Target Raised	233 → 241	228.42
2026-07-07	Morgan Stanley	Target Raised	225 → 250	221.09
2026-07-07	UBS	Target Raised	214 → 255	222.79
2026-07-06	Morgan Stanley	Target Raised	211 → 233	213.92
2026-06-12	Morgan Stanley	Target Raised	179 → 187	212.66
2026-05-08	Morgan Stanley	Target Raised	170 → 194	190.17
2026-04-16	Wells Fargo	Target Raised	189 → 200	191.6
2026-04-16	Morgan Stanley	Target Raised	186 → 205	191.6
2026-04-16	Morgan Stanley	Target Raised	220 → 225	191.6
2026-04-16	Morgan Stanley	Target Raised	219 → 230	191.6
2026-04-16	Morgan Stanley	Target Raised	210 → 218	191.6
2026-01-16	Morgan Stanley	Target Raised	210 → 220	192.035
2026-01-16	Morgan Stanley	Target Raised	202 → 210	191.29
2026-01-16	RBC Capital	Target Raised	— → 207	191.29
2026-01-07	Wolfe Research	Target Raised	198 → 211	185.33

News Page 2 of 3

Goldman Sachs and Morgan Stanley Join Employers Offering Matching Contributions to Trump Accounts

07/02/2026, 11:36 AM business announcement Micron JPMorgan Chase Goldman Sachs BlackRock Bank of New York Mellon Morgan Stanley

The launch of Trump Accounts, a new savings initiative for children, is gaining traction as major employers, including Goldman Sachs and Morgan Stanley, announce matching contributions, which could significantly enhance early wealth-building for families.

Analysts Goldman Sachs raise dividend to $5 per share following stress test results

06/24/2026, 05:36 PM investing recommendation Analysts: analysts, Goldman Sachs finance Winnebago BlackBerry Micron JPMorgan Chase Goldman Sachs McCormick Wells Fargo Qualcomm Darden Restaurants Morgan Stanley

Investors should note the significant movements in chip stocks and upcoming economic data releases that could influence market trends. Key earnings reports and dividend increases from major banks also highlight shifts in corporate performance and investor sentiment.

JPMorgan Chase (JPM) announces $50 billion share buyback and 10% dividend increase following Fed stress test results

06/24/2026, 02:36 PM business announcement finance JPMorgan Chase Goldman Sachs Wells Fargo Morgan Stanley Bank of America

JPMorgan Chase announced a $50 billion share repurchase program and a 10% increase in its quarterly dividend following the Federal Reserve's stress test, which confirmed that major U.S. banks are well-capitalized. This move reflects strong financial performance and confidence in the banking sector's stability.

Federal Reserve Reports U.S. Banks Can Absorb Over $708 Billion in Losses During Severe Recession

06/24/2026, 01:36 PM business research Citi KeyCorp Morgan Stanley

The Federal Reserve's latest stress test indicates that major U.S. banks can absorb over $708 billion in losses during a severe recession, highlighting their resilience amid ongoing regulatory changes.

Analysts Morgan Stanley raised China’s humanoid robot shipment forecast to 50,000 units as commercialization accelerates

06/24/2026, 03:37 AM economy forecast Analysts: analysts, Morgan Stanley ai Morgan Stanley

Morgan Stanley has significantly increased its forecast for China's humanoid robotics market, anticipating a surge in shipments and market growth driven by rapid commercialization and government support. This shift presents a notable investment opportunity in the sector as China aims to lead in robotics technology.

President Trump Criticizes Major Oil Companies for High Gas Prices and Calls for DOJ Investigation

06/24/2026, 03:37 AM announcement energy Micron Meta Platforms Intel Morgan Stanley

President Trump's criticism of major oil companies for not lowering gasoline prices despite falling crude costs could lead to a Department of Justice investigation, impacting the energy sector and consumer sentiment.

Foreign Borrowers and Wall Street Banks Increasingly Turn to China’s Panda Bonds Amid Low Interest Rates

06/17/2026, 09:35 PM review finance Morgan Stanley

Foreign entities are increasingly issuing yuan-denominated panda bonds in China's domestic market due to attractive borrowing costs, which could significantly impact global financing strategies and the internationalization of the yuan.

Jim Cramer Encourages Long-Term Investment in SpaceX Following Strong IPO Performance

06/12/2026, 04:35 PM economy growth finance SpaceX Goldman Sachs Morgan Stanley

Investors still have a chance to buy SpaceX stock following its successful Nasdaq debut, but they should approach it as a long-term investment rather than a quick profit opportunity.

OpenAI Confidentially Files for IPO, Preparing for Major Market Entry Amidst Competition

06/08/2026, 02:34 PM economy announcement ai SpaceX Goldman Sachs Morgan Stanley

OpenAI has confidentially filed for an IPO, indicating its readiness to enter the public market as competition intensifies in the AI sector. This move comes shortly after Anthropic's similar filing and ahead of SpaceX's anticipated public offering, highlighting a significant shift in the landscape for AI companies.

Morgan Stanley to Integrate AI Agents into Wealth Management Platforms for Corporate Clients

06/03/2026, 06:33 AM business announcement finance Morgan Stanley

Morgan Stanley is set to integrate artificial intelligence agents into its wealth management platforms, allowing corporate clients to access data directly through AI tools. This move signifies a shift in how financial services may operate, potentially enhancing efficiency and client engagement.