Morgan Stanley (MS)

Morgan Stanley Capital Management, LLC • Morgan Stanley Domestic Holdings, Inc. • Morgan Stanley & Co. LLC • Morgan Stanley Capital Group Inc. • Morgan Stanley Capital Services LLC • Morgan Stanley Investment Management Inc. • Morgan Stanley Smith Barney LLC • Morgan Stanley Finance LLC • Morgan Stanley Holdings LLC • Morgan Stanley International Holdings Inc. ...

IRS number

363145972

MS stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$143.13

Low target

$124.00

High target

$156.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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424B2

Prospectus for primary offering

28 Jan 25

424B2

Prospectus for primary offering

28 Jan 25

424B2

Prospectus for primary offering

28 Jan 25

424B2

Prospectus for primary offering

28 Jan 25

424B2

Prospectus for primary offering

28 Jan 25

424B2

Prospectus for primary offering

28 Jan 25

424B2

Prospectus for primary offering

28 Jan 25

424B2

Prospectus for primary offering

28 Jan 25

424B2

Prospectus for primary offering

28 Jan 25

424B2

Prospectus for primary offering

28 Jan 25

Transcripts

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Earnings call transcript

2024 Q4

16 Jan 25

Earnings call transcript

2024 Q3

16 Oct 24

Earnings call transcript

2024 Q2

16 Jul 24

Earnings call transcript

2024 Q1

16 Apr 24

Earnings call transcript

2023 Q3

18 Oct 23

Earnings call transcript

2023 Q2

18 Jul 23

Earnings call transcript

2023 Q2

18 Jul 23

Earnings call transcript

2023 Q1

19 Apr 23

Earnings call transcript

2022 Q4

17 Jan 23

Earnings call transcript

2022 Q3

14 Oct 22

Latest ownership filings

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Notice of proposed sale of securities

22 Jan 25

144

Notice of proposed sale of securities

21 Jan 25

144

Notice of proposed sale of securities

21 Jan 25

Financial summary

Financial statements Chart MS financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	91.08 bn	91.08 bn	91.08 bn	91.08 bn	91.08 bn	91.08 bn
Cash burn (monthly)	(no burn)	1.16 bn	(no burn)	(no burn)	5.77 bn	557.58 mm
Cash used (since last report)	n/a	4.61 bn	n/a	n/a	22.95 bn	2.22 bn
Cash remaining	n/a	86.48 bn	n/a	n/a	68.14 bn	88.87 bn
Runway (months of cash)	n/a	74.6	n/a	n/a	11.8	159.4

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

MS institutional ownership history Ownership history

59.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1848	1803	+2.5%
Opened positions	180	198	-9.1%
Closed positions	135	142	-4.9%
Increased positions	743	711	+4.5%
Reduced positions	648	626	+3.5%

13F shares	Current	Prev Q	Change
Total value	95.79 tn	90.18 tn	+6.2%
Total shares	960.17 mm	972.39 mm	-1.3%
Total puts	29.43 mm	27.22 mm	+8.1%
Total calls	26.27 mm	31.52 mm	-16.7%
Total put/call ratio	1.1	0.9	+29.8%

Largest owners	Shares	Value	Change
STT State Street	110.28 mm	$11.50 tn	+0.0%
Vanguard	109.44 mm	$11.41 tn	+0.7%
BlackRock	88.78 mm	$9.25 tn	NEW
JPM JPMorgan Chase & Co.	40.99 mm	$4.27 tn	-17.3%
Wellington Management	31.17 mm	$3.25 tn	-19.1%
Capital International Investors	30.02 mm	$3.13 tn	+1.1%
Geode Capital Management	25.24 mm	$2.62 tn	+1.1%
FMR	22.84 mm	$2.38 tn	-1.5%
Fisher Asset Management	22.40 mm	$2.34 tn	+2.7%
BAC Bank of America	20.83 mm	$2.17 tn	-0.9%

Largest transactions	Shares	Bought/sold	Change
BlackRock	88.78 mm	+88.78 mm	NEW
BLK BlackRock	0.00	-84.37 mm	EXIT
Norges Bank	0.00	-14.35 mm	EXIT
JPM JPMorgan Chase & Co.	40.99 mm	-8.60 mm	-17.3%
Wellington Management	31.17 mm	-7.36 mm	-19.1%
Capital Research Global Investors	15.05 mm	+6.39 mm	+73.9%
Alphinity Investment Management Pty	5.97 mm	+5.97 mm	NEW
BEN Franklin Resources	7.85 mm	+3.37 mm	+75.2%
BK The Bank of New York Mellon Corporation	11.02 mm	-1.86 mm	-14.4%
Ontario Teachers Pension Plan Board	0.00	-1.79 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

MS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
22 Jan 25	Mandell Crawley	Common Stock	Sell	Dispose S	No	No	138.06	8,312	1.15 mm	55,248.77
21 Jan 25	Akram Raja	Common Stock	Sell	Dispose S	No	No	136.01	17,500	2.38 mm	81,439.986
21 Jan 25	Michael A. Pizzi	Common Stock	Gift	Dispose G	No	No	0	1,500	0.00	136,287.814
21 Jan 25	Michael A. Pizzi	Common Stock	Sell	Dispose S	No	No	136.9237	18,391	2.52 mm	137,787.814
21 Jan 25	Daniel A Simkowitz	Common Stock	Sell	Dispose S	No	No	137.2012	14,520	1.99 mm	423,729.097
21 Jan 25	Daniel A Simkowitz	Common Stock	Sell	Dispose S	No	No	136.2176	22,111	3.01 mm	438,249.097
21 Jan 25	Andrew M Saperstein	Common Stock	Sell	Dispose S	No	No	137.61	100	13.76 k	327,007.643
21 Jan 25	Andrew M Saperstein	Common Stock	Sell	Dispose S	No	No	136.9864	11,887	1.63 mm	327,107.643
21 Jan 25	Andrew M Saperstein	Common Stock	Sell	Dispose S	No	No	136.0674	18,833	2.56 mm	338,994.643