MS

MORGAN STANLEY

NYSE · Security Brokers, Dealers & Flotation Companies · Inc. DE · CIK 0000895421
$214.04 +0.65% $337.6B
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)31 New Institutional Positions19 Institutional Exits
Vol
Market Cap$337.6B
Cap SizeMega Cap
Analyst ConsensusBuy (56%)
Inst. Holders50 funds
Inst. Value$158.5B
Inst. Activity31 buys / 19 sells
Insider Activity0B / 5S
Insider Net $-$11.6M
Reddit Sentiment41° Cool
SEC Reports8
Exchange NYSE·Sector Security Brokers, Dealers & Flotation Companies·Inc. DE·CIK 0000895421·Prev Close $212.66

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 6, 2026 SEC
UBS upgrades MS to Buy — PT $196 (-7.5%)
ANALYST-UPGRADE — Impact 3/10
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 was granted 1,309.777 shares
Director
Jun 1, 2026 Insider
Herz Robert H was granted 1,309.777 shares
Director
Jun 1, 2026 Insider
TRAQUINA PERRY M was granted 1,309.777 shares
Director
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

$203.67 -4.8% upside Hold
Current $214.04 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
Jun 12, 2026 JP Morgan MAINTAIN Neutral → Neutral
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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.77 $2.48 — $3.02 30% YoY 14
Next Q $2.90 $2.71 — $3.10 4% YoY 14
Current FY $11.85 $11.37 — $12.30 16% YoY 20
Next FY $12.70 $11.34 — $13.59 7% YoY 19

Top Institutional Holders

FundValueMove
MITSUBISHI UFJ FINANCIAL GROUP$62.1B
STATE STREET CORP$16.7B
BlackRock, Inc.$15.9B
VANGUARD CAPITAL MANAGEMENT LLC$12.8B
VANGUARD PORTFOLIO MANAGEMENT LLC$5.0B

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
50 institutional holders with $158.5B total value (963,210,150 shares) as of 2026-Q1. Top holders: MITSUBISHI, STATE, BlackRock,. Net buying activity: 31 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MITSUBISHI UFJ FINANCIAL GROUP INC377,085,167$62.1B39.1%
2STATE STREET CORP101,340,194$16.7B10.5%
3BlackRock, Inc.96,396,889$15.9B10.0%
4VANGUARD CAPITAL MANAGEMENT LLC77,715,132$12.8B8.1%
5VANGUARD PORTFOLIO MANAGEMENT LLC30,240,801$5.0B3.1%
6FMR LLC22,730,023$3.7B2.4%
7Capital Research Global Investors20,270,720$3.3B2.1%ADD +31.4%
8BANK OF AMERICA CORP /DE/16,326,676$2.7B1.7%
9GOLDMAN SACHS GROUP INC14,875,181$2.4B1.5%
10AMERIPRISE FINANCIAL INC13,916,490$2.3B1.4%
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/11,749,856$1.9B1.2%
12SCHRODER INVESTMENT MANAGEMENT GROUP10,244,669$1.7B1.1%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC9,991,147$1.6B1.0%
14FRANKLIN RESOURCES INC9,175,221$1.5B1.0%
15Legal & General Group Plc8,295,263$1.4B0.9%
16ROYAL BANK OF CANADA7,923,829$1.3B0.8%
17Invesco Ltd.7,846,458$1.3B0.8%
18DIMENSIONAL FUND ADVISORS LP7,235,756$1.2B0.8%
19Capital International Investors7,157,310$1.2B0.7%TRIM -65.2%
20Amundi6,981,276$1.1B0.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsADD15,432,31320,270,720+31.4%$3.3B2026-Q1
Capital International InvestorsTRIM20,544,0977,157,310-65.2%$1.2B2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM15,852,6514,657,771-70.6%$766.5M2026-Q1
MARSHALL WACE, LLPDOUBLED1,733,8674,197,269+142.1%$690.7M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD2,308,5022,984,976+29.3%$491.2M2026-Q1
TD ASSET MANAGEMENT INCDOUBLED547,9112,131,499+289.0%$350.8M2026-Q1
Capital World InvestorsDOUBLED608,9501,616,422+165.4%$266.0M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDADD1,009,1491,562,523+54.8%$257.1M2026-Q1
FIL LtdTRIM2,206,9171,498,694-32.1%$246.6M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM3,557,7921,452,035-59.2%$239.0M2026-Q1
Point72 Asset Management, L.P.DOUBLED650,0881,446,420+122.5%$238.0M2026-Q1
SEI INVESTMENTS COADD743,5391,410,293+89.7%$232.1M2026-Q1
Alecta Tjanstepension OmsesidigtADD942,0001,279,100+35.8%$210.4M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD738,4741,252,759+69.6%$206.2M2026-Q1
NATIONAL BANK OF CANADA /FI/ADD791,1631,247,157+57.6%$205.2M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM2,358,5941,227,123-48.0%$201.9M2026-Q1
Alyeska Investment Group, L.P.ADD813,3891,123,489+38.1%$184.9M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM1,433,451921,510-35.7%$151.5M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM2,234,175858,561-61.6%$141.3M2026-Q1
CIBC WORLD MARKET INC.ADD517,476855,631+65.3%$140.8M2026-Q1
MACKENZIE FINANCIAL CORPADD606,800851,956+40.4%$140.2M2026-Q1
AustralianSuper Pty LtdDOUBLED193,205760,386+293.6%$125.1M2026-Q1
M&T BANK CORPDOUBLED21,764757,323+3379.7%$124.6M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEW674,111$110.9M2026-Q1
NATIXISDOUBLED181,302615,726+239.6%$101.3M2026-Q1
19 unique insiders with 49 transactions. Net insider value: -$11.6M ($0.00 bought, $11.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Miscik Judith ADirectorAWARD1,309.777
Jun 1, 2026Herz Robert HDirectorAWARD1,309.777
Jun 1, 2026TRAQUINA PERRY MDirectorAWARD1,309.777
Jun 1, 2026Leibowitz Shelley BDirectorAWARD1,309.777
Jun 1, 2026GLOCER THOMAS HDirectorAWARD1,309.777
Jun 1, 2026BUTLER MEGANDirectorAWARD1,309.777
Jun 1, 2026NALLY DENNIS MDirectorAWARD1,309.777
Jun 1, 2026GOOD LYNN JDirectorAWARD1,309.777
Jun 1, 2026Peterson Douglas L.DirectorAWARD1,309.777
Jun 1, 2026BUTLER MEGANDirectorTAX W/H190$209.96$39.9K
Jun 1, 2026James Erika HDirectorAWARD1,309.777
Jun 1, 2026SCHAPIRO MARY LDirectorAWARD1,309.777
Jun 1, 2026WILKINS RAYFORD JRDirectorAWARD1,309.777
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-PresidentGIFT8,000
Apr 16, 2026YESHAYA SHARONChief Financial OfficerGIFT9,172
Apr 16, 2026SAPERSTEIN ANDREW MCo-PresidentSELL6,584$187.20$1.2M
Apr 16, 2026CRAWLEY MANDELLChief Client OfficerGIFT1,053
Apr 16, 2026CRAWLEY MANDELLChief Client OfficerSELL2,546$187.25$476.7K
Mar 12, 2026GROSSMAN ERIC FChief Legal/Admin OfficerTAX W/H11,597$160.89$1.9M
Mar 12, 2026CRAWLEY MANDELLChief Client OfficerAWARD9,666
Mar 12, 2026Pizzi Michael A.Head Technology & OperationsTAX W/H7,900$160.89$1.3M
Mar 12, 2026GROSSMAN ERIC FChief Legal/Admin OfficerAWARD22,715
Mar 12, 2026CRAWLEY MANDELLChief Client OfficerTAX W/H4,935$160.89$794.0K
Mar 12, 2026Pizzi Michael A.Head Technology & OperationsAWARD16,432
Mar 12, 2026PICK EDWARDChairman and CEOAWARD60,897
Mar 12, 2026PICK EDWARDChairman and CEOTAX W/H33,677$160.89$5.4M
Mar 12, 2026SIMKOWITZ DANIEL ACo-PresidentTAX W/H18,175$160.89$2.9M
Mar 12, 2026SAPERSTEIN ANDREW MCo-PresidentTAX W/H26,943$160.89$4.3M
Mar 12, 2026SIMKOWITZ DANIEL ACo-PresidentAWARD32,865
Mar 12, 2026YESHAYA SHARONChief Financial OfficerTAX W/H9,622$160.89$1.5M
Mar 12, 2026SAPERSTEIN ANDREW MCo-PresidentAWARD52,777
Mar 12, 2026YESHAYA SHARONChief Financial OfficerAWARD17,399
Feb 19, 2026YESHAYA SHARONChief Financial OfficerAWARD17,399
Feb 19, 2026YESHAYA SHARONChief Financial OfficerTAX W/H9,622$176.59$1.7M
Feb 19, 2026SAPERSTEIN ANDREW MCo-PresidentAWARD52,777
Feb 19, 2026SAPERSTEIN ANDREW MCo-PresidentTAX W/H26,943$176.59$4.8M
Feb 19, 2026Pizzi Michael A.Head Technology & OperationsAWARD16,432
Feb 19, 2026Pizzi Michael A.Head Technology & OperationsTAX W/H7,900$176.59$1.4M
Feb 19, 2026GROSSMAN ERIC FChief Legal/Admin OfficerAWARD22,715
Feb 19, 2026GROSSMAN ERIC FChief Legal/Admin OfficerTAX W/H11,597$176.59$2.0M
Feb 19, 2026CRAWLEY MANDELLChief Client OfficerAWARD9,666
Feb 19, 2026CRAWLEY MANDELLChief Client OfficerTAX W/H4,935$176.59$871.5K
Feb 19, 2026PICK EDWARDChairman and CEOAWARD60,897
Feb 19, 2026PICK EDWARDChairman and CEOTAX W/H33,731$176.59$6.0M
Feb 19, 2026SIMKOWITZ DANIEL ACo-PresidentAWARD32,865
Feb 19, 2026SIMKOWITZ DANIEL ACo-PresidentTAX W/H18,175$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

$203.67 mean target -4.8% upside Hold (2.32)
$165.00 Low $230.00 High
MetricValue
Current Price$214.04
Target Low$165.00
Target Mean$203.67
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
$2.77 $2.48 $3.02 30.2% -0.2% 11↑ 3↓ $19.1B 13.7% 14
Next Q
2026-09-30
$2.90 $2.71 $3.10 3.5% -0.0% 6↑ 6↓ $19.2B 5.3% 14
Current FY
2026-12-31
$11.85 $11.37 $12.30 16.1% -0.2% 18↑ 1↓ $77.4B 9.6% 20
Next FY
2027-12-31
$12.70 $11.34 $13.59 7.1% -0.4% 18↑ 1↓ $81.2B 4.8% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.773
7d ago$2.764+0.009
30d ago$2.779-0.005
60d ago$2.704+0.069
90d ago$2.739+0.034
12 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 JP Morgan MAINTAIN Neutral Neutral
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 12, 2026
short_volume
Short Volume: MS — 55.2% short (0.9M / 1.7M)
Short: 927,829 | Exempt: 30,146 | TRF Vol: 1,679,337 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: MS — 55.4% short (0.8M / 1.4M)
Short: 770,207 | Exempt: 8,288 | TRF Vol: 1,389,513 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
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.