Stock MS MORGAN STANLEY
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PDF Report : Morgan Stanley

Company Morgan Stanley

Equities

MS

US6174464486

Investment Banking & Brokerage Services

Market Closed - Nyse
Other stock markets
 04:00:02 2023-11-29 pm EST 		Intraday chart for Morgan Stanley 5-day change 1st Jan Change
78.55 USD +2.17% +0.08% -7.61%
11:17pm Walt Disney Adds Morgan Stanley Chief James Gorman to Board MT
11:10pm Walt Disney Names Darroch, Morgan Stanley's Gorman to Board DJ

Business Summary

Morgan Stanley is a financial services group. Income (including intragroup)breaks down by activity as follows:

- investment and finance banking (49.5%): specialized financing (acquisitions, projects, etc.), operations on the stock, interest, exchange, and raw materials markets, share trading transactions, merger-acquisition consulting, etc.;

- wealth management (31.3);

- assets management (10.3%): USD 1,565 billion asset under management at the end of 2021.

Income breaks down geographically as follows: Americas (74.6%), Europe/Middle East/Africa (12.9%) and Asia/Pacific (12.5%).

Number of employees : 81

Sales per Business

USD in Million2021Weight2022Weight Delta
Wealth Management
45.5 %
24,243 40.6 % 24,417 45.5 % +0.72%
Institutional Securities
45.5 %
29,833 49.9 % 24,393 45.5 % -18.23%
Investment Management
10.0 %
6,220 10.4 % 5,375 10.0 % -13.59%
Intersegment Eliminations
-1.0 %
-541 -0.9 % -517 -1.0 % -4.44%

Sales per region

USD in Million2021Weight2022Weight Delta
Americas
74.8 %
44,605 74.6 % 40,117 74.8 % -10.06%
EMEA
12.7 %
7,699 12.9 % 6,811 12.7 % -11.53%
Asia
12.6 %
7,451 12.5 % 6,740 12.6 % -9.54%

Managers

Managers TitleAgeSince
James Gorman CEO
 Chief Executive Officer 64 2006
Edward Pick PSD
 President 54 -
Sharon Yeshaya DFI
 Director of Finance/CFO 44 2016
Andrew Saperstein PSD
 President 57 2012
Martin Leibowitz CTO
 Chief Tech/Sci/R&D Officer - -
Michael Pizzi CTO
 Chief Tech/Sci/R&D Officer 48 -
Mike Wilson CIO
 Chief Investment Officer - -
Eric Grossman ADM
 Chief Administrative Officer 56 2005
Thomas Faust PRN
 Corporate Officer/Principal 65 2021
Amish Modi PRN
 Corporate Officer/Principal - 2017

Members of the board

Members of the board TitleAgeSince
Tom Glocer BRD
 Director/Board Member 63 2013
Perry Traquina BRD
 Director/Board Member 66 2015
Stephen Luczo BRD
 Director/Board Member 66 2019
Rayford Wilkins BRD
 Director/Board Member 71 2013
James Gorman CEO
 Chief Executive Officer 64 2006
Dennis Nally BRD
 Director/Board Member 70 2016
Robert Herz BRD
 Director/Board Member 69 2012
Judith Miscik BRD
 Director/Board Member 64 2014
Shelley Leibowitz BRD
 Director/Board Member 62 2020
Frederick Pollock CNS
 Consultant / Advisor 43 2006

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 2,037,955,394 1,257,573,549 ( 61.71 %) 396,643,814 ( 19.46 %) 61.69 %
Stock B 0 44,000 0 0
Stock C 0 519,882 0 0
Stock D 0 20,000 0 0

Shareholders

NameEquities%Valuation
MITSUBISHI UFJ FINANCIAL GROUP, INC
22.76 %
377,085,167 22.76 % 26 705 M $
The Vanguard Group, Inc.
6.363 %
105,425,797 6.363 % 7 466 M $
Capital Research & Management Co. (Global Investors)
2.355 %
39,019,206 2.355 % 2 763 M $
Wellington Management Co. LLP
2.000 %
33,145,566 2.000 % 2 347 M $
Geode Capital Management LLC
1.300 %
21,542,170 1.300 % 1 526 M $
Massachusetts Financial Services Co.
1.097 %
18,183,637 1.097 % 1 288 M $
T. Rowe Price Associates, Inc. (Investment Management)
0.7246 %
12,005,984 0.7246 % 850 M $
Capital Research & Management Co. (World Investors)
0.7146 %
11,840,941 0.7146 % 839 M $
Norges Bank Investment Management
0.6790 %
11,251,065 0.6790 % 797 M $
Franklin Advisers, Inc.
0.5895 %
9,768,490 0.5895 % 692 M $
NameEquities%Valuation
JPMorgan Investment Management, Inc.
87.24 %
34,894,692 87.24 % 861 M $
Fidelity Management & Research Co. LLC
40.91 %
16,365,974 40.91 % 404 M $
Manulife Investment Management (US) LLC
20.36 %
8,142,259 20.36 % 201 M $
Nuveen Asset Management LLC
18.39 %
7,355,721 18.39 % 181 M $
Cohen & Steers Capital Management, Inc.
13.30 %
5,318,488 13.30 % 131 M $
Principal Global Investors LLC
10.11 %
4,045,579 10.11 % 100 M $
Flaherty & Crumrine, Inc.
9.568 %
3,827,227 9.568 % 94 M $
Teachers Advisors LLC
8.042 %
3,216,714 8.042 % 79 M $
TIAA-CREF Investment Management LLC
7.012 %
2,804,751 7.012 % 69 M $
Spectrum Asset Management, Inc.
5.109 %
2,043,410 5.109 % 50 M $
NameEquities%Valuation
Lord, Abbett & Co. LLC
-
3,060,160 - - $
Thrivent Asset Management LLC
-
384,439 - - $
Thrivent Investment Management, Inc.
-
370,243 - - $
AQA Capital Ltd.
-
0 - - $
Zugerberg Finanz AG
-
0 - - $
Red Cedar Investment Management LLC
-
0 - - $
NameEquities%Valuation
Atlas Wealth LLC
1.163 %
511,816 1.163 % 10 M $
Thornburg Investment Management, Inc.
0.2727 %
120,000 0.2727 % 2 M $
Tower Bridge Advisors, Inc.
0.1695 %
74,595 0.1695 % 2 M $
NameEquities%Valuation
BlackRock Financial Management, Inc.
0.8463 %
338,500 0.8463 % 7 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.2948 %
117,909 0.2948 % 3 M $
DWS Investment Management Americas, Inc.
0.2125 %
85,000 0.2125 % 2 M $
Bessemer Investment Management LLC
0.1654 %
66,162 0.1654 % 1 M $
JOHCM (USA), Inc.
0.004198 %
1,679 0.004198 % 36 703 $
NameEquities%Valuation
Goldman Sachs Asset Management LP
1.944 %
777,580 1.944 % 18 M $
Russell Investments Canada Ltd.
0.0493 %
19,712 0.0493 % 463 626 $
NameEquities%Valuation
Goldman Sachs Asset Management International
0.5714 %
197,122 0.5714 % 5 M $
CTBC Investments Co., Ltd.
0.1875 %
64,676 0.1875 % 2 M $
Bramshill Investments LLC
0.002432 %
839 0.002432 % 21 059 $
NameEquities%Valuation
Caixa DTVM SA
0.000334 %
27,699 0.000334 % 390 851 $
Bram Bradesco Asset Management S/A DTVM
0.000207 %
17,185 0.000207 % 242 492 $
Western Asset Management Company DTVM Ltda.
0.000074 %
6,119 0.000074 % 86 343 $
NameEquities%Valuation
Parnassus Investments LLC
0.1923 %
100,000 0.1923 % 2 M $
Spirit of America Management Corp.
0.0288 %
15,000 0.0288 % 246 150 $
The London Company of Virginia LLC
0.004548 %
2,365 0.004548 % 38 810 $
NameEquities%Valuation
Kanen Wealth Management LLC
-
0 - - $
Saba Capital Management LP
-
0 - - $
NameEquities%Valuation
Whittier Advisors LLC
0.4274 %
145,309 0.4274 % 4 M $
Ninety One UK Ltd.
0.2905 %
98,757 0.2905 % 2 M $
PNC Investments LLC
0.001756 %
597 0.001756 % 14 597 $
ORG Partners LLC
0.000059 %
20 0.000059 % 489 $

Holdings

NameEquities%Valuation
PULMONX CORPORATION
5.13%
 1,951,590 5.13% 17,154,476 $
ANTOFAGASTA PLC
0.04%
 358,000 0.04% 5,842,882 $

Company contact information

Morgan Stanley

1585 Broadway

10036-8293, New York

+212 761 4000

http://www.morganstanley.com
address Morgan Stanley(MS)

Group companies

NameCategory and Sector
Morgan Stanley (Switzerland) AG
Finance - Investment Managers
Saxon Asset Securities Co.
Finance - Finance/Rental/Leasing
Morgan Stanley ABS Capital I, Inc.
Miscellaneous - Investment Trusts/Mutual Funds
ETCF Asset Funding Corp.
Miscellaneous - Investment Trusts/Mutual Funds
MS Structured Asset Corp.
Finance - Finance/Rental/Leasing
Eaton Vance Management
Finance - Investment Managers
Atlanta Capital Management Co. LLC
Finance - Investment Managers
Prime Dealer Services Corp.
Finance - Investment Banks/Brokers
Olco Petroleum Group ULC
Energy Minerals - Oil & Gas Production

Sector

Financials
Banking & Investment Services
Investment Banking & Investment Services
Investment Banking & Brokerage Services
Other Investment Banking & Brokerage Services

Sales per Business

Sales per region

Ratings for Morgan Stanley

Trading Rating :
Investor Rating :
ESG Refinitiv :
C-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
26
Last Close Price
76.88USD
Average target price
88.89USD
Spread / Average Target
+15.62%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Other Investment Banking & Brokerage Services

1st Jan change Capi. (M$)
MORGAN STANLEY Stock Morgan Stanley
-7.61% 126 B $
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+7.48% 42 432 M $
CSC FINANCIAL CO., LTD. Stock CSC Financial Co., Ltd.
+6.30% 24 665 M $
RAYMOND JAMES FINANCIAL, INC. Stock Raymond James Financial, Inc.
-2.90% 21 430 M $
CHINA INTERNATIONAL CAPITAL CORPORATION LIMITED Stock China International Capital Corporation Limited
-17.32% 19 237 M $
HUATAI SECURITIES CO., LTD. Stock Huatai Securities Co., Ltd.
+12.87% 17 313 M $
LPL FINANCIAL HOLDINGS INC. Stock LPL Financial Holdings Inc.
+0.30% 16 368 M $
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