MS

MORGAN STANLEY

NYSE · Security Brokers, Dealers & Flotation Companies · Inc. DE · CIK 0000895421
$212.24 +0.15% $334.8B
Insider Selling Cluster (4 insiders)
Vol
Market Cap$334.8B
Cap SizeMega Cap
Analyst ConsensusBuy (56%)
Inst. Holders9 funds
Inst. Value$35.6B
Inst. Activity1 buys / 0 sells
Insider Activity0B / 5S
Insider Net $-$11.6M
Reddit Sentiment41° Cool
SEC Reports7
Exchange NYSE·Sector Security Brokers, Dealers & Flotation Companies·Inc. DE·CIK 0000895421·Prev Close $211.93

Recent Activity

Jul 14, 2026 earnings_calendar
MS Q2 2026 Earnings Before Market Open — 2026-07-14
EPS est: $2.80 | Rev est: $19.4B
Jun 5, 2026 Event
Roggenkamp v. Morgan Stanley Medical Plan
Court ruling from Court of Appeals for the Ninth Circuit. Docket: 24-7864
Jun 1, 2026 Insider
Miscik Judith A sold 1,309.777 shares
Director @ $0.00 ($0.00)
Jun 1, 2026 Insider
Herz Robert H sold 1,309.777 shares
Director @ $0.00 ($0.00)
Jun 1, 2026 Insider
TRAQUINA PERRY M sold 1,309.777 shares
Director @ $0.00 ($0.00)
May 31, 2026 SEC
9 firms acted on MS: Wolfe Research, BMO Capital, Keefe, Bruyette & Woods, HSBC, Wells Fargo, HSBC, Goldman Sachs, Wells Fargo, Oppenheimer
ANALYST-UPGRADE — Impact 1/10
May 7, 2026 SEC
UBS double upgrades stock to Buy — PT $196 (+1.4%)
ANALYST-UPGRADE — Impact 4/10
May 1, 2026 SEC
Wolfe Research upgrades Morgan Stanley to Outperform amid 9-firm analyst cluster — consensus PT $200.19 (+5%)
ANALYST-UPGRADE — Impact 2/10

Price Targets

$203.29 -3.3% upside Hold
Current $210.25 Low $165.00 Median $205.00 High $230.00 21 analysts
$165.00 $230.00

Analyst Ratings

Hold56% buy · 32 analysts
8Strong Buy
10Buy
14Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Citigroup MAINTAIN Neutral → Neutral
Apr 16, 2026 Barclays MAINTAIN Overweight → Overweight
Apr 16, 2026 RBC Capital REITERATE Sector Perform → Sector Perform
Apr 16, 2026 Citizens REITERATE Market Perform → Market Perform
Apr 16, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.76 $2.48 — $3.02 30% YoY 14
Next Q $2.90 ▼ -0.6% $2.65 — $3.10 3% YoY 14
Current FY $11.84 $11.37 — $12.30 16% YoY 20
Next FY $12.69 $11.34 — $13.59 7% YoY 19

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$21.3B
FMR LLC$4.6B
BANK OF AMERICA CORP$2.9B
NORGES BANK$2.7BNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$1.8BNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Miscik JudithA$0.00
Jun 1, 2026Herz RobertA$0.00
Jun 1, 2026TRAQUINA PERRYA$0.00
Jun 1, 2026Leibowitz ShelleyA$0.00
Jun 1, 2026GLOCER THOMASA$0.00

Reddit Sentiment

41°
Cool
Bearish Neutral Bullish
18 mentions 4 bullish 8 bearish
9 institutional holders with $35.6B total value (200,361,006 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, BANK. Net buying activity: 1 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC119,718,100$21.3B59.8%
2FMR LLC26,166,591$4.6B13.1%
3BANK OF AMERICA CORP /DE/16,239,143$2.9B8.1%
4NORGES BANK15,415,129$2.7B7.7%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC9,857,800$1.8B4.9%NEW
6MORGAN STANLEY6,094,734$1.1B3.0%
7WELLS FARGO & COMPANY/MN4,236,769$752.2M2.1%
8Cullen Capital Management, LLC1,504,927$267.2M0.8%TRIM -25.7%
9TWO SIGMA INVESTMENTS, LP1,127,813$200.2M0.6%DOUBLED +150.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW15,415,129$2.7B2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED493,3181,234,969+150.3%$196.3M2025-Q3
NORGES BANKEXIT15,865,9870-100.0%$0.002025-Q3
NORGES BANKNEW15,865,987$2.2B2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED23,205493,318+2025.9%$69.5M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT118,94723,205-80.5%$2.7M2025-Q1
NORGES BANKEXIT15,194,0810-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD4,537,7727,613,052+67.8%$957.1M2024-Q4
Cullen Capital Management, LLCTRIM2,461,9171,830,069-25.7%$230.1M2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT757,7830-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW10,971,995$1.1B2024-Q3
19 unique insiders with 5 transactions. Net insider value: -$11.6M ($0.00 bought, $11.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Miscik Judith ADirectorA1,309.777$0.00$0.00
Jun 1, 2026Herz Robert HDirectorA1,309.777$0.00$0.00
Jun 1, 2026TRAQUINA PERRY MDirectorA1,309.777$0.00$0.00
Jun 1, 2026Leibowitz Shelley BDirectorA1,309.777$0.00$0.00
Jun 1, 2026GLOCER THOMAS HDirectorA1,309.777$0.00$0.00
Jun 1, 2026BUTLER MEGANDirectorA1,309.777$0.00$0.00
Jun 1, 2026NALLY DENNIS MDirectorA1,309.777$0.00$0.00
Jun 1, 2026GOOD LYNN JDirectorA1,309.777$0.00$0.00
Jun 1, 2026Peterson Douglas L.DirectorA1,309.777$0.00$0.00
Jun 1, 2026BUTLER MEGANDirectorF190$209.96$39.9K
Jun 1, 2026James Erika HDirectorA1,309.777$0.00$0.00
Jun 1, 2026SCHAPIRO MARY LDirectorA1,309.777$0.00$0.00
Jun 1, 2026WILKINS RAYFORD JRDirectorA1,309.777$0.00$0.00
Apr 20, 2026GROSSMAN ERIC FChief Legal/Admin OfficerSELL5,559$190.00$1.1M
Apr 17, 2026SIMKOWITZ DANIEL ACo-PresidentSELL14,690$189.24$2.8M
Apr 17, 2026SIMKOWITZ DANIEL ACo-PresidentG8,000$0.00$0.00
Apr 16, 2026YESHAYA SHARONChief Financial OfficerG9,172$0.00$0.00
Apr 16, 2026SAPERSTEIN ANDREW MCo-PresidentSELL6,584$187.20$1.2M
Apr 16, 2026CRAWLEY MANDELLChief Client OfficerG1,053$0.00$0.00
Apr 16, 2026CRAWLEY MANDELLChief Client OfficerSELL2,546$187.25$476.7K
Mar 12, 2026GROSSMAN ERIC FChief Legal/Admin OfficerF11,597$160.89$1.9M
Mar 12, 2026CRAWLEY MANDELLChief Client OfficerA9,666$0.00$0.00
Mar 12, 2026Pizzi Michael A.Head Technology & OperationsF7,900$160.89$1.3M
Mar 12, 2026GROSSMAN ERIC FChief Legal/Admin OfficerA22,715$0.00$0.00
Mar 12, 2026CRAWLEY MANDELLChief Client OfficerF4,935$160.89$794.0K
Mar 12, 2026Pizzi Michael A.Head Technology & OperationsA16,432$0.00$0.00
Mar 12, 2026PICK EDWARDChairman and CEOA60,897$0.00$0.00
Mar 12, 2026PICK EDWARDChairman and CEOF33,677$160.89$5.4M
Mar 12, 2026SIMKOWITZ DANIEL ACo-PresidentF18,175$160.89$2.9M
Mar 12, 2026SAPERSTEIN ANDREW MCo-PresidentF26,943$160.89$4.3M
Mar 12, 2026SIMKOWITZ DANIEL ACo-PresidentA32,865$0.00$0.00
Mar 12, 2026YESHAYA SHARONChief Financial OfficerF9,622$160.89$1.5M
Mar 12, 2026SAPERSTEIN ANDREW MCo-PresidentA52,777$0.00$0.00
Mar 12, 2026YESHAYA SHARONChief Financial OfficerA17,399$0.00$0.00
Feb 19, 2026YESHAYA SHARONChief Financial OfficerA17,399$0.00$0.00
Feb 19, 2026YESHAYA SHARONChief Financial OfficerF9,622$176.59$1.7M
Feb 19, 2026SAPERSTEIN ANDREW MCo-PresidentA52,777$0.00$0.00
Feb 19, 2026SAPERSTEIN ANDREW MCo-PresidentF26,943$176.59$4.8M
Feb 19, 2026Pizzi Michael A.Head Technology & OperationsA16,432$0.00$0.00
Feb 19, 2026Pizzi Michael A.Head Technology & OperationsF7,900$176.59$1.4M
Feb 19, 2026GROSSMAN ERIC FChief Legal/Admin OfficerA22,715$0.00$0.00
Feb 19, 2026GROSSMAN ERIC FChief Legal/Admin OfficerF11,597$176.59$2.0M
Feb 19, 2026CRAWLEY MANDELLChief Client OfficerA9,666$0.00$0.00
Feb 19, 2026CRAWLEY MANDELLChief Client OfficerF4,935$176.59$871.5K
Feb 19, 2026PICK EDWARDChairman and CEOA60,897$0.00$0.00
Feb 19, 2026PICK EDWARDChairman and CEOF33,731$176.59$6.0M
Feb 19, 2026SIMKOWITZ DANIEL ACo-PresidentA32,865$0.00$0.00
Feb 19, 2026SIMKOWITZ DANIEL ACo-PresidentF18,175$176.59$3.2M
Jan 30, 2026SIMKOWITZ DANIEL ACo-PresidentSELL32,968$182.61$6.0M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (56% buy). Based on 32 analysts: 8 strong buy, 10 buy, 14 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$203.29 mean target -3.3% upside Hold (2.32)
$165.00 Low $230.00 High
MetricValue
Current Price$210.25
Target Low$165.00
Target Mean$203.29
Target Median$205.00
Target High$230.00
# Analysts21
RecommendationHold (2.32)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.76 $2.48 $3.02 29.8% -0.3% 11↑ 3↓ $19.1B 13.7% 14
Next Q
2026-09-30
$2.90 $2.65 $3.10 3.4% -0.6% 6↑ 6↓ $19.2B 5.3% 14
Current FY
2026-12-31
$11.84 $11.37 $12.30 16.0% +0.4% 18↑ 1↓ $77.4B 9.6% 20
Next FY
2027-12-31
$12.69 $11.34 $13.59 7.1% +0.4% 18↑ 1↓ $81.1B 4.8% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.764
7d ago$2.779-0.014
30d ago$2.772-0.007
60d ago$2.739+0.025
90d ago$2.738+0.026
12 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 16, 2026 Barclays MAINTAIN Overweight Overweight
Apr 16, 2026 RBC Capital REITERATE Sector Perform Sector Perform
Apr 16, 2026 Citizens REITERATE Market Perform Market Perform
Apr 16, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 16, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Apr 16, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Apr 16, 2026 B of A Securities MAINTAIN Buy Buy
Apr 7, 2026 UBS UPGRADE Neutral Buy
Apr 6, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 10, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 27, 2026 Freedom Broker MAINTAIN Hold Hold
Jan 16, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Jan 16, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 8, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 5, 2026 Barclays MAINTAIN Overweight Overweight
Dec 17, 2025 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026810140056%
May 1, 2026810150055%
Apr 1, 2026710160052%
Mar 1, 2026710160052%
Feb 1, 2026710160052%
Jan 1, 2026710160052%
Dec 1, 2025710160052%
Nov 1, 2025610170048%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

41°
Cool
Bearish Neutral Bullish
18 mentions 4 bullish 8 bearish 18 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 6, 2026140° Cool011
Jun 6, 2026140° Cool011
May 14, 2026160° Warm101
May 14, 2026160° Warm101
May 14, 2026144° Neutral001
May 14, 2026144° Neutral001
May 9, 2026140° Cool011
Apr 27, 2026156° Neutral001
Apr 27, 2026156° Neutral001
Apr 10, 2026140° Cool011
Apr 10, 2026140° Cool011
Apr 5, 2026160° Warm101
Apr 5, 2026160° Warm101
Apr 2, 2026150° Neutral001
Apr 2, 2026150° Neutral001
Mar 20, 2026140° Cool011
Mar 5, 2026140° Cool011
Mar 5, 2026140° Cool011

Recent Reddit Threads

Jul 14, 2026
earnings_calendar
MS Q2 2026 Earnings Before Market Open — 2026-07-14
EPS est: $2.80 | Rev est: $19.4B
Jun 8, 2026
short_volume
Short Volume: MS — 60.5% short (1.0M / 1.6M)
Short: 957,912 | Exempt: 1,402 | TRF Vol: 1,582,553 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
Enforcement
Roggenkamp v. Morgan Stanley Medical Plan
Court ruling from Court of Appeals for the Ninth Circuit. Docket: 24-7864
Jun 2, 2026
short_volume
Short Volume: MS — 62.6% short (1.6M / 2.5M)
Short: 1,551,654 | Exempt: 2,900 | TRF Vol: 2,480,484 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: MS — 56.7% short (1.4M / 2.4M)
Short: 1,355,481 | Exempt: 446 | TRF Vol: 2,389,579 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: MS — 58.4% short (1.5M / 2.5M)
Short: 1,460,809 | Exempt: 1,096 | TRF Vol: 2,501,426 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: MS — 57.4% short (0.7M / 1.2M)
Short: 695,000 | Exempt: 4,550 | TRF Vol: 1,210,491 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: MS — 6.2M shares, 118,394 trades
Week starting 2026-05-18. Total ATS volume: 6,177,463 shares across 118,394 trades.
May 11, 2026
dark_pool
Dark Pool: MS — 5.7M shares, 109,533 trades
Week starting 2026-05-11. Total ATS volume: 5,720,033 shares across 109,533 trades.
May 8, 2026
short_volume
Short Volume: MS — 55.8% short (1.0M / 1.7M)
Short: 966,486 | Exempt: 1,351 | TRF Vol: 1,731,629 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: MS — 5.7M shares, 117,906 trades
Week starting 2026-05-04. Total ATS volume: 5,666,378 shares across 117,906 trades.
May 1, 2026
short_interest
FTD: MS — 10,000 shares ($1.9M) failed to deliver
Settlement: 20260501, Price: $190.59, FTD Value: $1,905,900, MORGAN STANLEY
Apr 30, 2026
short_interest
FTD: MS — 10,000 shares ($1.9M) failed to deliver
Settlement: 20260430, Price: $187.08, FTD Value: $1,870,800, MORGAN STANLEY
Apr 27, 2026
dark_pool
Dark Pool: MS — 4.8M shares, 102,093 trades
Week starting 2026-04-27. Total ATS volume: 4,784,206 shares across 102,093 trades.
Apr 22, 2026
short_volume
Short Volume: MS — 56.8% short (1.0M / 1.8M)
Short: 1,015,613 | Exempt: 2,497 | TRF Vol: 1,788,863 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: MS — 5.1M shares, 105,211 trades
Week starting 2026-04-20. Total ATS volume: 5,083,279 shares across 105,211 trades.