MS
MORGAN STANLEY
$197.77
+4.32%
$299.0B
No data for this timeframe.
Vol
Market Cap$299.0B
Cap SizeMega Cap
Analyst ConsensusBuy (55%)
Inst. Holders9 funds
Inst. Value$35.6B
Inst. Activity1 buys / 0 sells
Insider Activity0B / 5S
Insider Net $-$11.6M
Reddit Sentiment45° Neutral
SEC Reports4
Exchange NYSE·Sector Security Brokers, Dealers & Flotation Companies·Inc. DE·CIK 0000895421·Prev Close $189.58
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
May 19, 2026
Event
Olivier v. City of Brandon, MS
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 22-60566
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
Apr 20, 2026
SEC
Four Morgan Stanley executives sold a combined $5.55 million in shares within a week of the firm's record Q1 2026 earnin
CLUSTER — Impact 6/10
Apr 20, 2026
Insider
GROSSMAN ERIC F sold 5,559 shares
Chief Legal/Admin Officer @ $190.00 ($1.1M)
Apr 17, 2026
Insider
SIMKOWITZ DANIEL A sold 14,690 shares
Co-President @ $189.24 ($2.8M)
Apr 17, 2026
Insider
SIMKOWITZ DANIEL A sold 8,000 shares
Co-President @ $0.00 ($0.00)
Price Targets
$203.29
+2.8% upside
Hold
Current $197.77
Low $165.00
Median $205.00
High $230.00
21 analysts
$165.00
$230.00
Analyst Ratings
8Strong Buy
10Buy
15Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $21.3B | — |
| FMR LLC | $4.6B | — |
| BANK OF AMERICA CORP | $2.9B | — |
| NORGES BANK | $2.7B | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $1.8B | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 20, 2026 | GROSSMAN ERIC | SELL | $1.1M |
| Apr 17, 2026 | SIMKOWITZ DANIEL | SELL | $2.8M |
| Apr 17, 2026 | SIMKOWITZ DANIEL | G | $0.00 |
| Apr 16, 2026 | YESHAYA SHARON | G | $0.00 |
| Apr 16, 2026 | SAPERSTEIN ANDREW | SELL | $1.2M |
Reddit Sentiment
45°▲
Neutral
Bearish
Neutral
Bullish
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
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 119,718,100 | $21.3B | 59.8% | — |
| 2 | FMR LLC | 26,166,591 | $4.6B | 13.1% | — |
| 3 | BANK OF AMERICA CORP /DE/ | 16,239,143 | $2.9B | 8.1% | — |
| 4 | NORGES BANK | 15,415,129 | $2.7B | 7.7% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9,857,800 | $1.8B | 4.9% | NEW |
| 6 | MORGAN STANLEY | 6,094,734 | $1.1B | 3.0% | — |
| 7 | WELLS FARGO & COMPANY/MN | 4,236,769 | $752.2M | 2.1% | — |
| 8 | Cullen Capital Management, LLC | 1,504,927 | $267.2M | 0.8% | TRIM -25.7% |
| 9 | TWO SIGMA INVESTMENTS, LP | 1,127,813 | $200.2M | 0.6% | DOUBLED +150.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 15,415,129 | — | $2.7B | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 493,318 | 1,234,969 | +150.3% | $196.3M | 2025-Q3 |
| NORGES BANK | EXIT | 15,865,987 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 15,865,987 | — | $2.2B | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 23,205 | 493,318 | +2025.9% | $69.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 118,947 | 23,205 | -80.5% | $2.7M | 2025-Q1 |
| NORGES BANK | EXIT | 15,194,081 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 4,537,772 | 7,613,052 | +67.8% | $957.1M | 2024-Q4 |
| Cullen Capital Management, LLC | TRIM | 2,461,917 | 1,830,069 | -25.7% | $230.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 757,783 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 10,971,995 | — | $1.1B | 2024-Q3 |
7 unique insiders with 5 transactions. Net insider value: -$11.6M ($0.00 bought, $11.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 20, 2026 | GROSSMAN ERIC F | Chief Legal/Admin Officer | SELL | 5,559 | $190.00 | $1.1M |
| Apr 17, 2026 | SIMKOWITZ DANIEL A | Co-President | SELL | 14,690 | $189.24 | $2.8M |
| Apr 17, 2026 | SIMKOWITZ DANIEL A | Co-President | G | 8,000 | $0.00 | $0.00 |
| Apr 16, 2026 | YESHAYA SHARON | Chief Financial Officer | G | 9,172 | $0.00 | $0.00 |
| Apr 16, 2026 | SAPERSTEIN ANDREW M | Co-President | SELL | 6,584 | $187.20 | $1.2M |
| Apr 16, 2026 | CRAWLEY MANDELL | Chief Client Officer | G | 1,053 | $0.00 | $0.00 |
| Apr 16, 2026 | CRAWLEY MANDELL | Chief Client Officer | SELL | 2,546 | $187.25 | $476.7K |
| Mar 12, 2026 | GROSSMAN ERIC F | Chief Legal/Admin Officer | F | 11,597 | $160.89 | $1.9M |
| Mar 12, 2026 | CRAWLEY MANDELL | Chief Client Officer | A | 9,666 | $0.00 | $0.00 |
| Mar 12, 2026 | Pizzi Michael A. | Head Technology & Operations | F | 7,900 | $160.89 | $1.3M |
| Mar 12, 2026 | GROSSMAN ERIC F | Chief Legal/Admin Officer | A | 22,715 | $0.00 | $0.00 |
| Mar 12, 2026 | CRAWLEY MANDELL | Chief Client Officer | F | 4,935 | $160.89 | $794.0K |
| Mar 12, 2026 | Pizzi Michael A. | Head Technology & Operations | A | 16,432 | $0.00 | $0.00 |
| Mar 12, 2026 | PICK EDWARD | Chairman and CEO | A | 60,897 | $0.00 | $0.00 |
| Mar 12, 2026 | PICK EDWARD | Chairman and CEO | F | 33,677 | $160.89 | $5.4M |
| Mar 12, 2026 | SIMKOWITZ DANIEL A | Co-President | F | 18,175 | $160.89 | $2.9M |
| Mar 12, 2026 | SAPERSTEIN ANDREW M | Co-President | F | 26,943 | $160.89 | $4.3M |
| Mar 12, 2026 | SIMKOWITZ DANIEL A | Co-President | A | 32,865 | $0.00 | $0.00 |
| Mar 12, 2026 | YESHAYA SHARON | Chief Financial Officer | F | 9,622 | $160.89 | $1.5M |
| Mar 12, 2026 | SAPERSTEIN ANDREW M | Co-President | A | 52,777 | $0.00 | $0.00 |
| Mar 12, 2026 | YESHAYA SHARON | Chief Financial Officer | A | 17,399 | $0.00 | $0.00 |
| Feb 19, 2026 | YESHAYA SHARON | Chief Financial Officer | A | 17,399 | $0.00 | $0.00 |
| Feb 19, 2026 | YESHAYA SHARON | Chief Financial Officer | F | 9,622 | $176.59 | $1.7M |
| Feb 19, 2026 | SAPERSTEIN ANDREW M | Co-President | A | 52,777 | $0.00 | $0.00 |
| Feb 19, 2026 | SAPERSTEIN ANDREW M | Co-President | F | 26,943 | $176.59 | $4.8M |
| Feb 19, 2026 | Pizzi Michael A. | Head Technology & Operations | A | 16,432 | $0.00 | $0.00 |
| Feb 19, 2026 | Pizzi Michael A. | Head Technology & Operations | F | 7,900 | $176.59 | $1.4M |
| Feb 19, 2026 | GROSSMAN ERIC F | Chief Legal/Admin Officer | A | 22,715 | $0.00 | $0.00 |
| Feb 19, 2026 | GROSSMAN ERIC F | Chief Legal/Admin Officer | F | 11,597 | $176.59 | $2.0M |
| Feb 19, 2026 | CRAWLEY MANDELL | Chief Client Officer | A | 9,666 | $0.00 | $0.00 |
| Feb 19, 2026 | CRAWLEY MANDELL | Chief Client Officer | F | 4,935 | $176.59 | $871.5K |
| Feb 19, 2026 | PICK EDWARD | Chairman and CEO | A | 60,897 | $0.00 | $0.00 |
| Feb 19, 2026 | PICK EDWARD | Chairman and CEO | F | 33,731 | $176.59 | $6.0M |
| Feb 19, 2026 | SIMKOWITZ DANIEL A | Co-President | A | 32,865 | $0.00 | $0.00 |
| Feb 19, 2026 | SIMKOWITZ DANIEL A | Co-President | F | 18,175 | $176.59 | $3.2M |
| Jan 30, 2026 | SIMKOWITZ DANIEL A | Co-President | SELL | 32,968 | $182.61 | $6.0M |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 1 neutral. Avg impact: 4.3/10.
MIXED
ANALYST-UPGRADE
2/10
Wolfe Research upgrades Morgan Stanley to Outperform amid 9-firm analyst cluster — consensus PT $200.19 (+5%)
May 1, 2026
BULLISH
ANALYST-UPGRADE
4/10
UBS double upgrades stock to Buy — PT $196 (+1.4%)
May 7, 2026
MIXED
CLUSTER
6/10
Four Morgan Stanley executives sold a combined $5.55 million in shares within a week of the firm's r
Apr 20, 2026
NEUTRAL
CLUSTER
5/10
Two Morgan Stanley executives — Co-President Andrew Saperstein and Chief Client Officer Mandell Craw
Apr 17, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (55% buy). Based on 33 analysts: 8 strong buy, 10 buy, 15 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$203.29 mean target
+2.8% upside
Hold (2.32)
$165.00 Low
$230.00 High
| Metric | Value |
|---|---|
| Current Price | $197.77 |
| Target Low | $165.00 |
| Target Mean | $203.29 |
| Target Median | $205.00 |
| Target High | $230.00 |
| # Analysts | 21 |
| Recommendation | Hold (2.32) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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 |
13 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New 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 |
| Nov 24, 2025 | Wolfe Research | UPGRADE | Peer Perform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 8 | 10 | 15 | 0 | 0 | 55% | |
| Apr 1, 2026 | 7 | 10 | 16 | 0 | 0 | 52% | |
| Mar 1, 2026 | 7 | 10 | 16 | 0 | 0 | 52% | |
| Feb 1, 2026 | 7 | 10 | 16 | 0 | 0 | 52% | |
| Jan 1, 2026 | 7 | 10 | 16 | 0 | 0 | 52% | |
| Dec 1, 2025 | 7 | 10 | 16 | 0 | 0 | 52% | |
| Nov 1, 2025 | 6 | 10 | 17 | 0 | 0 | 48% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
45°
Neutral
Bearish
Neutral
Bullish
16 mentions
4 bullish
6 bearish
16 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 14, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 14, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 14, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 14, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 9, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 27, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 27, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 10, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 10, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 5, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 5, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 20, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 5, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 5, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
MS is done
▲ 1
💬 1
⚡ 0.5
MS and Citi Play around the CBRS IPO
▲ 1
💬 0
⚡ 0.5
META: Do you have any credible thesis?
▲ 1
💬 0
⚡ 0.5
GS ans MS upgraded $RUN, while many others have downgraded it significantly. What’s the verdict on it?
▲ 1
💬 0
⚡ 0.5
Help Remembering Options Website
▲ 1
💬 0
⚡ 0.5
Big bank earnings are coming up and prediction markets look pretty bullish on the group
▲ 1
💬 0
⚡ 0.5
Name softwares companies are likely to be near short term bottom and sharing oberservations
▲ 1
💬 0
⚡ 0.5
Jul 14, 2026
earnings_calendar
MS Q2 2026 Earnings Before Market Open — 2026-07-14
EPS est: $2.80 | Rev est: $19.4B
May 19, 2026
Enforcement
Olivier v. City of Brandon, MS
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 22-60566
May 18, 2026
Enforcement
Olivier v. City of Brandon, MS
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 22-60566
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)
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 23, 2026
Enforcement
Young v. MS Val St Univ
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 25-60672
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.
Apr 20, 2026
short_interest
FTD: MS — 8,488 shares ($1.6M) failed to deliver
Settlement: 20260420, Price: $188.82, FTD Value: $1,602,704.16, MORGAN STANLEY
Apr 15, 2026
earnings_calendar
MS Q1 2026 Earnings Before Market Open — 2026-04-15
EPS est: $3.04 | Rev est: $19.9B
Apr 15, 2026
earnings_calendar
MS Q1 2026 Earnings Before Market Open — 2026-04-15
Apr 14, 2026
short_volume
Short Volume: MS — 56.6% short (1.8M / 3.2M)
Short: 1,795,803 | Exempt: 150 | TRF Vol: 3,173,888 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_interest
FTD: MS — 15,154 shares ($2.7M) failed to deliver
Settlement: 20260414, Price: $181.14, FTD Value: $2,744,995.56, MORGAN STANLEY
Apr 13, 2026
dark_pool
Dark Pool: MS — 9.7M shares, 154,168 trades
Week starting 2026-04-13. Total ATS volume: 9,652,582 shares across 154,168 trades.
Apr 6, 2026
dark_pool
Dark Pool: MS — 6.4M shares, 120,789 trades
Week starting 2026-04-06. Total ATS volume: 6,427,101 shares across 120,789 trades.
Mar 30, 2026
dark_pool
Dark Pool: MS — 6.4M shares, 111,782 trades
Week starting 2026-03-30. Total ATS volume: 6,407,462 shares across 111,782 trades.
Mar 26, 2026
short_volume
Short Volume: MS — 55.7% short (1.2M / 2.2M)
Short: 1,210,128 | Exempt: 47 | TRF Vol: 2,172,720 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Mar 20, 2026
Enforcement
Morgan v. District of Columbia
Court ruling from District Court, District of Columbia. Docket: Civil Action No. 2021-3040
Feb 26, 2026
Enforcement
People v. Morgan
Court ruling from California Supreme Court. Docket: S286493