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MS: Share Repurchase Activity And Margins Will Maintain Stable Outlook Ahead

Update shared on 22 Nov 2025

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AnalystConsensusTarget's Fair Value
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1Y
28.9%
7D
7.3%

Morgan Stanley's analyst price target remains unchanged at $168.15. Analysts cite stable revenue growth and profit margin expectations, which offset minor adjustments to the discount rate and forward P/E assumptions.

What's in the News

  • MUFG Securities EMEA plc has been added as the Co-Lead Underwriter for Morgan Stanley's €150 million Fixed-Income Offering (Key Developments).
  • Morgan Stanley reported net charge offs of $63 million on loans and lending commitments for the third quarter ended September 30, 2025 (Key Developments).
  • From July 1, 2025 to September 30, 2025, Morgan Stanley completed the repurchase of 36,935,740 shares, representing 2.3 percent, for $4,588.21 million under the buyback announced on June 28, 2024 (Key Developments).
  • No shares were repurchased, representing 0 percent, for $0 million under the buyback announced on July 1, 2025, from July 1, 2025 to September 30, 2025 (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at $168.15.
  • Discount Rate has decreased slightly from 9.83 percent to 9.73 percent.
  • Revenue Growth projection is virtually unchanged at 5.28 percent.
  • Net Profit Margin projection is stable at approximately 22.74 percent.
  • Future P/E has declined slightly from 18.68x to 18.56x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.