Business description: Morgan Stanley

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

- investment and finance banking (46.4%): specialized financing (acquisitions, projects, etc.), operations on the stock, interest, exchange, and raw materials markets, share trading transactions, merger-acquisition consulting, etc.;

- wealth management (44.5%);

- asset and investment fund management (9.1%): USD 1,895 billion of assets under management at the end of 2025.

Income is distributed geographically as follows: Americas (74.9%), Asia (13.3%) and Europe/Middle East/Africa (11.8%).

Number of employees: 84,000

Sales by Activity: Morgan Stanley

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Institutional Securities (IS)

29.84B 24.18B 22.66B 27.88B 32.78B

Wealth Management (WM)

24.23B 24.35B 26.14B 28.36B 31.71B

Investment Management (IM)

6.22B 5.38B 5.37B 5.86B 6.52B

Intersegment Eliminations

-541M -517M -555M -600M -714M

Geographical breakdown of sales: Morgan Stanley

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Americas

44.6B 40.12B 41.65B 46.93B 52.9B

Asia

7.45B 6.74B 6.43B 7.64B 9.42B

Europe, Middle East and Africa (EMEA)

7.7B 6.81B 6.06B 7.2B 8.33B

Executive Committee: Morgan Stanley

Manager TitleAgeSince
Chief Executive Officer 57 31/12/2023
President 58 31/05/2021
President 59 31/12/2023
Director of Finance/CFO 47 31/05/2021
Chief Investment Officer - 31/12/2011

Composition of the Board of Directors: Morgan Stanley

Director TitleAgeSince
Director/Board Member 72 01/07/2012
Director/Board Member 65 13/05/2013
Director/Board Member 74 31/07/2013
Director/Board Member 67 31/10/2014
Director/Board Member 70 30/04/2015
Director/Board Member 73 30/09/2016
Director/Board Member 70 30/06/2018
Chairman 57 31/12/2024
Director/Board Member 65 01/10/2020
Director/Board Member 63 19/05/2021

Shareholders: Morgan Stanley

NameEquities%Valuation
23.85 %
377,085,167 23.85 % 71 869 M $
6.408 %
101,340,194 6.408 % 19 314 M $
Vanguard Capital Management LLC
5.682 %
89,855,360 5.682 % 17 126 M $
Vanguard Capital Management LLC
4.914 %
77,715,132 4.914 % 14 812 M $
BlackRock Advisors LLC
4.747 %
75,072,961 4.747 % 14 308 M $
NameEquities%Valuation
PNC Wealth Management LLC
6.621 %
2,648,276 6.621 % 67 M $
Capital Investment Trust Corp.
0.03 %
12,003 0.03 % 303 316 $
Manulife Investment Management (Taiwan) Co. Ltd.
0.0213 %
8,502 0.0213 % 214 846 $
First Command Advisory Services, Inc.
0.000208 %
83 0.000208 % 2 097 $
NameEquities%Valuation
Sterling Capital Management LLC
3.356 %
671,241 3.356 % 14 M $
PIMCO Europe Ltd.
0.5635 %
112,700 0.5635 % 2 M $
WhaleRock Point Partners LLC
0.06 %
12,000 0.06 % 246 240 $
ORG Partners LLC
0.0482 %
9,650 0.0482 % 198 018 $
Byrne Asset Management LLC
0.002 %
400 0.002 % 8 208 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
4.665 %
1,585,931 4.665 % 40 M $
Whittier Advisors LLC
0.4274 %
145,309 0.4274 % 4 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0551 %
18,742 0.0551 % 473 236 $
Ascentis Independent Advisors LLC
0.0282 %
9,599 0.0282 % 242 375 $
First Command Advisory Services, Inc.
0.000412 %
140 0.000412 % 3 535 $
NameEquities%Valuation
Orange Investment Advisors LLC
-
287,000 - 295 610 $
NameEquities%Valuation
Orange Investment Advisors LLC
-
346,000 - 266 420 $
NameEquities%Valuation
Atlas Wealth LLC
0.0484 %
25,187 0.0484 % 438 758 $
Roanoke Asset Management Corp.
0.0288 %
15,000 0.0288 % 261 300 $
McMillan Office, Inc.
0.0135 %
7,000 0.0135 % 121 940 $
Thompson Investment Management, Inc.
0.001923 %
1,000 0.001923 % 17 420 $
First Command Advisory Services, Inc.
0.00114 %
593 0.00114 % 10 330 $
NameEquities%Valuation
Santa Fé Investimentos Ltda
0.000023 %
1,830 0.000023 % 70 065 $
NameEquities%Valuation
-
20 - 3 812 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
1.292 %
445,718 1.292 % 11 M $
CTBC Investments Co., Ltd.
0.1595 %
55,017 0.1595 % 1 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.055 %
18,961 0.055 % 481 230 $
ORG Partners LLC
0.007383 %
2,547 0.007383 % 64 643 $
Ascentis Independent Advisors LLC
0.000136 %
47 0.000136 % 1 193 $
NameEquities%Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0527 %
21,099 0.0527 % 529 796 $
Capital Investment Trust Corp.
0.0212 %
8,491 0.0212 % 213 209 $
Hurley Capital LLC
0.003285 %
1,314 0.003285 % 32 995 $
Russell Investments Canada Ltd.
0.000868 %
347 0.000868 % 8 713 $
NameEquities%Valuation
100 %
37 100 % 7 052 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
1.878 %
751,117 1.878 % 18 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc
0.2662 %
106,461 0.2662 % 3 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0547 %
21,873 0.0547 % 529 327 $
WhaleRock Point Partners LLC
0.0509 %
20,350 0.0509 % 492 470 $
Russell Investments Canada Ltd.
0.00218 %
872 0.00218 % 21 102 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
0.467 %
186,800 0.467 % 5 M $
PIMCO Europe Ltd.
0.323 %
129,200 0.323 % 3 M $
WhaleRock Point Partners LLC
0.1625 %
65,000 0.1625 % 2 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc
0.0825 %
33,010 0.0825 % 843 736 $
First Command Advisory Services, Inc.
0.00014 %
56 0.00014 % 1 431 $
NameEquities%Valuation
100 %
90 100 % 17 153 $
NameEquities%Valuation
100 %
31 100 % 5 908 $
NameEquities%Valuation
Orange Investment Advisors LLC
-
169,000 - 126 750 $
NameEquities%Valuation
100 %
57 100 % 1 170 $
NameEquities%Valuation
Atlas Wealth LLC
0.3401 %
149,640 0.3401 % 3 M $
Ethos Financial Group LLC
0.0633 %
27,836 0.0633 % 540 853 $
Delta Capital Management LLC (New Jersey)
0.0536 %
23,605 0.0536 % 458 645 $
Capital Investment Trust Corp.
0.0159 %
7,002 0.0159 % 136 049 $
Estabrook Capital Management LLC
0.00308 %
1,355 0.00308 % 26 328 $
NameEquities%Valuation
Orange Investment Advisors LLC
-
221,000 - 176 800 $
Holbrook Holdings, Inc.
-
53,000 - 42 400 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
4,860,000 - 5 M $
PIMCO Europe Ltd.
-
3,600,000 - 4 M $
AQA Capital Ltd.
-
700,000 - 698 446 $
LFG+ZEST SA
-
700,000 - 698 446 $
NameEquities%Valuation
Orange Investment Advisors LLC
-
279,000 - 209 250 $
NameEquities%Valuation
Orange Investment Advisors LLC
-
909,000 - 736 290 $
NameEquities%Valuation
100 %
67 100 % 12 770 $
NameEquities%Valuation
Orange Investment Advisors LLC
-
66,000 - 54 120 $
NameEquities%Valuation
0.1 %
20 0.1 % 3 812 $

Company details: Morgan Stanley

Morgan Stanley

1585 Broadway

10036-8293, New York

+212 761 4000

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

Group companies: Morgan Stanley

NameCategory and Sector
Investment Managers
Miscellaneous Commercial Services
Morgan Stanley Municipal Funding, Inc.
Morgan Stanley Municipal Funding, Inc.
Investment Banks/Brokers

Other Investment Banking & Brokerage Services

Change 5d. change 1-year change 3-years change Capi.($)
+4.32%+2.03%+53.16%+140.48% 312B
+5.75%+2.79%+61.93%+201.13% 301B
+4.04%+0.58%+64.45%+173.07% 213B
-1.85%-1.16%+1.04%+74.40% 157B
-0.72%-3.94%-0.04%+22.50% 55.36B
+0.70%-1.23%-0.36%+68.54% 29.64B
+3.20%+2.02%+49.19%+157.17% 23.02B
-0.70%-4.67%+8.98%+31.70% 23.18B
+0.79%+0.09%+26.01%+28.68% 23.17B
+0.73%-1.25%+71.98%+150.56% 23.26B
Average +1.85%-1.68%+33.63%+104.82% 116.03B
Weighted average by Cap. +3.53%-1.30%+45.44%+141.93%
Trader
Investor
-
Global
-
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
25
Last Close Price
197.77USD
Average target price
203.29USD
Spread / Average Target
+2.79%

Quarterly revenue - Rate of surprise

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  2. Equities
  3. MS Stock
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