Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firms clients include corporations, governments, institutions, and individuals.
Company profile
Ticker
MS, MS-PA, MS-PK, MS-PI, MS-PF, MS-PE, MSTLW, MS-PL, MS-PO, MS-PP
Exchange
Website
CEO
James Gorman
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
DEAN WITTER DISCOVER & CO, MORGAN STANLEY DEAN WITTER & CO, MORGAN STANLEY DEAN WITTER DISCOVER & CO
SEC CIK
Corporate docs
Subsidiaries
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
Latest filings (excl ownership)
424B2
Prospectus for primary offering
18 Apr 24
FWP
Free writing prospectus
18 Apr 24
424B2
Prospectus for primary offering
18 Apr 24
424B2
Prospectus for primary offering
18 Apr 24
FWP
Free writing prospectus
18 Apr 24
424B2
Prospectus for primary offering
18 Apr 24
424B2
Prospectus for primary offering
18 Apr 24
FWP
Free writing prospectus
18 Apr 24
FWP
Free writing prospectus
18 Apr 24
424B2
Prospectus for primary offering
18 Apr 24
Transcripts
MS
Earnings call transcript
2024 Q1
16 Apr 24
MS
Earnings call transcript
2023 Q3
18 Oct 23
MS
Earnings call transcript
2023 Q2
18 Jul 23
MS
Earnings call transcript
2023 Q1
19 Apr 23
MS
Earnings call transcript
2022 Q4
17 Jan 23
MS
Earnings call transcript
2022 Q3
14 Oct 22
MS
Earnings call transcript
2022 Q2
14 Jul 22
MS
Earnings call transcript
2022 Q1
14 Apr 22
MS
Earnings call transcript
2021 Q4
19 Jan 22
MS
Earnings call transcript
2021 Q3
14 Oct 21
Latest ownership filings
144
Notice of proposed sale of securities
18 Apr 24
144
Notice of proposed sale of securities
18 Apr 24
144
Notice of proposed sale of securities
17 Apr 24
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Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Net income | |||||
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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) | 108.40 bn | 108.40 bn | 108.40 bn | 108.40 bn | 108.40 bn | 108.40 bn |
Cash burn (monthly) | (no burn) | 274.58 mm | (no burn) | (no burn) | (no burn) | 2.48 bn |
Cash used (since last report) | n/a | 1.82 bn | n/a | n/a | n/a | 16.49 bn |
Cash remaining | n/a | 106.58 bn | n/a | n/a | n/a | 91.91 bn |
Runway (months of cash) | n/a | 388.1 | n/a | n/a | n/a | 37.0 |
Institutional ownership, Q4 2023
69.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 1457 |
Opened positions | 199 |
Closed positions | 367 |
Increased positions | 489 |
Reduced positions | 590 |
13F shares | Current |
---|---|
Total value | 65.92 tn |
Total shares | 1.13 bn |
Total puts | 9.44 mm |
Total calls | 12.02 mm |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
MUFG Mitsubishi UFJ Financial | 378.96 mm | $29.48 bn |
STT State Street | 113.92 mm | $10.62 tn |
Vanguard | 109.04 mm | $10.17 tn |
JPM JPMorgan Chase & Co. | 59.94 mm | $5.59 tn |
Wellington Management | 38.45 mm | $3.59 tn |
Capital International Investors | 24.50 mm | $2.28 tn |
Fisher Asset Management | 20.23 mm | $1.89 tn |
Massachusetts Financial Services | 20.20 mm | $1.88 tn |
FMR | 17.25 mm | $1.61 tn |
Capital Research Global Investors | 17.14 mm | $1.60 tn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
31 Jan 24 | Eric F Grossman | Common Stock | Sell | Dispose S | No | No | 88.5476 | 26,562 | 2.35 mm | 234,626.894 |
30 Jan 24 | Andrew M Saperstein | Common Stock | Sell | Dispose S | No | No | 87.917 | 10,000 | 879.17 k | 313,490.335 |
30 Jan 24 | Akram Raja | Common Stock | Sell | Dispose S | No | No | 87.4102 | 4,500 | 393.35 k | 93,133.693 |
30 Jan 24 | Eric F Grossman | Common Stock | Sell | Dispose S | No | No | 87.8137 | 26,563 | 2.33 mm | 261,188.894 |
26 Jan 24 | James P Gorman | Common Stock | Sell | Dispose S | No | No | 87.928 | 50,000 | 4.40 mm | 379,701.476 |
25 Jan 24 | James P Gorman | Common Stock | Sell | Dispose S | Yes | No | 87.9287 | 50,000 | 4.40 mm | 400,000 |
25 Jan 24 | James P Gorman | Common Stock | Gift | Dispose G | No | No | 0 | 105,000 | 0.00 | 479,701.476 |
News
BMO Capital Maintains Outperform on Morgan Stanley, Raises Price Target to $118
18 Apr 24
Keefe, Bruyette & Woods Maintains Market Perform on Morgan Stanley, Raises Price Target to $98
17 Apr 24
Jim Cramer Says He Likes Earnings From These Big Banks 'So Much' — Here's Why
17 Apr 24
Oppenheimer Maintains Outperform on Morgan Stanley, Raises Price Target to $101
17 Apr 24
Morgan Stanley To Slash Jobs In Asia-Pacific Region: Report
17 Apr 24
Press releases
ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Morgan Stanley Investors to Inquire About Securities Class Action Investigation – MS
18 Apr 24
Morgan Stanley Wealth Management Pulse Survey Reveals Bullish Sentiment Despite Drop in Optimism
18 Apr 24
Uranium Headed Towards a Market Renaissance - Here's How to Seize the Opportunity
17 Apr 24
Morgan Stanley First Quarter 2024 Earnings Results
16 Apr 24
Morgan Stanley (MS) Falls After WSJ Report on Multiple Regulatory Probes into Wealth Management Business – Hagens Berman
15 Apr 24