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MS: Share Repurchase Program Will Balance Minor Financial Improvements Ahead

Update shared on 08 Nov 2025

Fair value Increased 0.48%
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AnalystConsensusTarget's Fair Value
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1Y
17.6%
7D
-4.2%

Analysts have raised Morgan Stanley's price target slightly to $168.15 from $167.35, citing minor improvements in revenue growth and profit margin expectations.

What's in the News

  • Morgan Stanley completed the repurchase of 7,440,032 shares for $1,084.14 million between July and September 2025. This concludes a total buyback of 36,935,740 shares for $4,588.21 million under a program announced on June 28, 2024 (Key Developments).
  • For the third quarter ended September 30, 2025, the company reported net charge offs on loans and lending commitments amounting to $63 million (Key Developments).
  • During the buyback period announced July 1, 2025, through September 30, 2025, Morgan Stanley reported no additional shares repurchased under this new tranche (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has risen slightly to $168.15 from $167.35.
  • Discount Rate increased marginally to 9.83% from 9.74%.
  • Revenue Growth estimate edged up to 5.28% from 5.24%.
  • Net Profit Margin is projected to improve modestly to 22.74% from 22.70%.
  • Future P/E ratio decreased fractionally to 18.68x from 18.69x.

Disclaimer

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