Morgan Stanley

Morgan Stanley is a financial holding company. Through its subsidiaries and affiliates, the company advises, and originates, trades, manages and distributes capital for, governments, institutions and individuals. The company's segments are: Institutional Securities, which provides investment banking, sales and trading, lending and other services; Wealth Management, which provides brokerage and investment advisory services, financial and wealth planning services, annuity and insurance products, securities-based lending, residential real estate loans and other lending products, banking and retirement plan services; and Investment Management, which provides a range of investment strategies and products.
  • TickerMS
  • ISINUS6174464486
  • ExchangeNew York Stock Exchange
  • SectorFinancial Services
  • CountryUnited States

Analysts

Morgan Stanley: Update to Credit Analysis

Our credit view of Morgan Stanley, highlighting improved profitability, strong capital and liquidity, and risks posed by loan growth, capital markets activities and reliance on market funds.

Morgan Stanley: Q1 2019: Challenging capital markets environment buffered by lower-risk activities and expense management

Comparatively weak institutional securities’ results were partially offset by maintained strength in wealth management.

Morgan Stanley: Morgan Stanley’s planned acquisition of Solium is credit positive

MS intends to acquire a stock-plan service provider that will provide MS’ wealth management unit with the opportunity to cultivate relationships with an attractive new client base.

Morgan Stanley: Q4 2018: Challenging market environment produces weaker results; full-year results still strong

MS had a significantly weaker Q4 than previous quarters in 2018, but achieved its 2018-19 quantitative strategic targets for the full year.

Moody's: Global investment banks need to become agile to tackle fintech threat

Global investment banks (GIBs) face challenges from more agile financial technology (fintech) competitors that are not burdened by regulation, inflexible IT infrastructures and low interest rates, Moody's Investors Service says in a new report. However, Moody's thinks the GIBs on the whole come ...

Michael Wong

Morningstar | Morgan Stanley's Conservatism Should Lead To Less Disappointment

Narrow-moat Morgan Stanley's relative conservatism going into 2019 has proven to be the right call. The company reported net income to common shareholders of $2 billion, or $1.23 per diluted share, on $10.2 billion of net revenue for the second quarter. Net revenue for the second quarter was 3% lower than a year ago and net revenue for the first half of 2019 is 5% lower than the first half of 2018, but the company's return on equity remained solid at 12.1% year-to-date. Overall, since the back half of 2018, the economic environment has become more unsettled due to slowing global growth forecas...

Michael Wong

Morgan Stanley's Conservatism Should Lead To Less Disappointment

Narrow-moat Morgan Stanley's relative conservatism going into 2019 has proven to be the right call. The company reported net income to common shareholders of $2 billion, or $1.23 per diluted share, on $10.2 billion of net revenue for the second quarter. Net revenue for the second quarter was 3% lower than a year ago and net revenue for the first half of 2019 is 5% lower than the first half of 2018, but the company's return on equity remained solid at 12.1% year-to-date. Overall, since the back h...

Michael Wong

Morningstar | No Big Surprises for 2019 Stress Tests: Money Center Banks Are the Big Winners With Repurchases

Because of last week’s Dodd-Frank Act stress tests, we weren’t expecting any surprises for the Comprehensive Capital Analysis and Review results. Only one bank ran into issues this time around, which was better than the four in 2018. This year, Credit Suisse received a conditional nonobjection, as the Federal Reserve is “requiring the firm to address certain weaknesses in its capital planning processes.” The Fed also noted that Capital One and JPMorgan had to adjust their capital plans, as both banks’ original plans caused multiple regulatory ratios to fall below their required minimums. Even ...

Michael Wong

No Big Surprises for 2019 Stress Tests: Money Center Banks Are the Big Winners With Repurchases

Because of last week’s Dodd-Frank Act stress tests, we weren’t expecting any surprises for the Comprehensive Capital Analysis and Review results. Only one bank ran into issues this time around, which was better than the four in 2018. This year, Credit Suisse received a conditional nonobjection, as the Federal Reserve is “requiring the firm to address certain weaknesses in its capital planning processes.” The Fed also noted that Capital One and JPMorgan had to adjust their capital plans, as both ...

Michael Wong

Morningstar | 2019 DFAST Results Better Than Last Year, and We Expect No Capital Return Surprises Next Week

The U.S. Federal Reserve released the 2019 results from the Dodd-Frank Act stress tests, or DFAST, that serve to inform regulators, financial markets, and the general public how institutions' capital would withstand a hypothetical set of adverse economic conditions. All 18 of the banks subject to the stress tests this year performed adequately on the most commonly watched measure, the common equity Tier 1 capital ratio. Results were better than last year, with lower average loss rates, better average stressed Tier 1 ratios, and no banks falling below 6% (Capital One did fall to 6%, but not bel...

1 director bought

A director at Morgan Stanley bought 7,000 shares at 47.568USD and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boar...

ValuEngine Rating and Forecast Report for MS

ValuEngine Rating and Forecast Report for MS

ValuEngine Rating and Forecast Report for MS

ValuEngine Rating and Forecast Report for MS

Kenneth Leon

Morgan Stanley

ValuEngine Rating and Forecast Report for MS

ValuEngine Rating and Forecast Report for MS

ValuEngine Rating and Forecast Report for MS

ValuEngine Rating and Forecast Report for MS

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Summary Marketline's The Charles Schwab Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by The Charles Schwab Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its c...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Auto Component suppliers are bottoming. (ex. ADNT, DLPH, BWA, DAN, GTX, and LCII) • A number of E&P companies are showing signs of potential bottoms. (ex. PXD, DVN, NBL, EOG, and HES) • Banks and money managers are showing signs of emerging leadership. (JPM, BAC, C, PNC, SBNY, WTFC, IVZ, AMP, SEIC, and MS.

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