Morgan Stanley (MS) Resumen de Acciones
Morgan Stanley, holding financiero, ofrece diversos productos y servicios financieros a empresas, gobiernos, instituciones financieras y particulares en América, Asia, Europa, Oriente Medio y África. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 3/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
MS Community Fair Values
Create NarrativeSee what 155 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Morgan Stanley
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$214.20 |
| Máximo en las últimas 52 semanas | US$232.25 |
| Mínimo de 52 semanas | US$144.67 |
| Beta | 1.21 |
| Cambio en 1 mes | -1.97% |
| Variación en 3 meses | 6.55% |
| Cambio de 1 año | 44.71% |
| Variación en 3 años | 157.39% |
| Variación en 5 años | 103.13% |
| Variación desde la OPV | 2,663.87% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 10
MS: Higher Crypto And AI Hopes Will Likely Restrain Future Returns
Analysts have revised their price target on Morgan Stanley from $165.00 to about $192.85, reflecting updated assumptions on revenue growth, profit margins, the discount rate, and expected future P/E levels. What’s in the News for Morgan Stanley Morgan Stanley Investment Management launched Ether (MSSE) and Solana (MSOL) exchange traded products on NYSE Arca, with fees of 14 basis points and 100% of staking rewards passed through to investors, according to recent crypto product coverage.Seeking Alpha • Aug 03
Morgan Stanley: Why Crypto Strengthens The Wealth Management Flywheel
Summary Morgan Stanley is increasingly driven by its wealth management franchise, which attracted a record $148.1B in Q2 net new assets. I see MS as undervalued, with a base case price target of $228, driven by recurring fee-based earnings and margin expansion rather than multiple expansion. The firm's workplace equity business creates a hard-to-replicate asset-gathering pipeline, supporting sustainable EPS growth and justifying a premium valuation. Crypto enhances client retention and platform completeness but is not a material near-term earnings driver; buybacks and capital returns further support the investment case. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Aug 10
MS: Higher Crypto And AI Hopes Will Likely Restrain Future Returns
Analysts have revised their price target on Morgan Stanley from $165.00 to about $192.85, reflecting updated assumptions on revenue growth, profit margins, the discount rate, and expected future P/E levels. What’s in the News for Morgan Stanley Morgan Stanley Investment Management launched Ether (MSSE) and Solana (MSOL) exchange traded products on NYSE Arca, with fees of 14 basis points and 100% of staking rewards passed through to investors, according to recent crypto product coverage.Seeking Alpha • Aug 03
Morgan Stanley: Why Crypto Strengthens The Wealth Management Flywheel
Summary Morgan Stanley is increasingly driven by its wealth management franchise, which attracted a record $148.1B in Q2 net new assets. I see MS as undervalued, with a base case price target of $228, driven by recurring fee-based earnings and margin expansion rather than multiple expansion. The firm's workplace equity business creates a hard-to-replicate asset-gathering pipeline, supporting sustainable EPS growth and justifying a premium valuation. Crypto enhances client retention and platform completeness but is not a material near-term earnings driver; buybacks and capital returns further support the investment case. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 27
MS: Future Returns Will Rely On AI Infrastructure And Crypto Expansion
Analysts have raised the Morgan Stanley price target from $230 to $262, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What’s in the News for Morgan Stanley Morgan Stanley reported Q2 2026 earnings of US$3.46 per share on record revenue of US$21.35b, with 27% year over year net revenue growth and 45% growth in Institutional Securities revenue to US$11b, alongside total client assets of US$10t and a reported return on tangible common equity of 26.6% (Source: Q2 2026 earnings coverage).
Actualización de narrativa • Jul 13
MS: Capital Returns And Private Markets Will Shape Balanced Future Outcomes
Analysts have lifted their price target on Morgan Stanley from $206.67 to $217.86, citing updated assumptions around slightly higher modeled revenue growth, a modest adjustment in profit margins, and a somewhat richer future P/E multiple. What's in the News Morgan Stanley reports that more than US$1t has moved from workplace and E*TRADE accounts into its adviser-led wealth management arm, which now accounts for 20% of a US$5.8t adviser book and supports a total client asset base of US$7.34t in Q1 2026, with all three business segments showing growth roughly twice the rate of GDP.Actualización de narrativa • Jun 29
MS: Capital Returns And Private Market Tensions Will Shape Balanced Future Returns
Analysts have lifted their price target on Morgan Stanley from about $190.33 to around $206.67, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that adjust the valuation framework rather than a single catalyst. What's in the News Morgan Stanley capped redemptions at its North Haven Private Income Fund after investors requested withdrawals equal to 11.6% of shares outstanding in Q2, more than double the fund’s 5% quarterly limit, with only about 43% of requests to be fulfilled on a pro rata basis, according to recent reporting on private credit market stress.Artículo de análisis • Jun 21
Morgan Stanley (MS) Stock Could Be 17.3% Overvalued After Its Crypto ETF Push
Morgan Stanley (MS) is back in focus after filing amended S-1s for proposed spot Ethereum and Solana ETFs with industry-low 0.14% fees, alongside recent Bitcoin accumulation and a registered Bitcoin ETF. See our latest analysis for Morgan Stanley. That crypto ETF push comes after a strong run in Morgan Stanley’s stock, with a 90 day share price return of 35.81% and a 1 year total shareholder return of 72.22%. This suggests momentum has been building as earnings expectations and funding...Actualización de narrativa • Jun 15
MS: Future Returns Will Rely On AI Wealth Ambitions And Crypto Expansion
Analysts have kept their $230 price target on Morgan Stanley unchanged, citing small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions rather than a major shift in the overall investment view. What's in the News Morgan Stanley is opening its US$1.2b wealth management stock administration platforms, ShareWorks and Equity Edge, to external AI agents, with early access for select clients and a planned rollout to all 3,400 corporate clients by next year.Actualización de narrativa • Jun 01
MS: Future Upside Will Rely On Buybacks Crypto Exposure And Underwriting Fees
Analysts have adjusted their price target for Morgan Stanley from $221 to $230, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Morgan Stanley reported Q1 2026 earnings per share of US$3.43, described as 32% higher year over year, with record revenues across Institutional Securities, Wealth Management, and Investment Management segments and advisory revenues said to be up 74% compared with the prior year, according to recent earnings coverage.Actualización de narrativa • Apr 28
MS: Higher Future P/E Multiple Will Likely Restrain Long Term Returns
Analysts now set a higher price target for Morgan Stanley at $165, up from $150.65, reflecting updated assumptions that include a slightly lower discount rate, more moderate revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Morgan Stanley repurchased 10,000,000 shares for US$1,750 million between January 1, 2026 and March 31, 2026, representing 0.63% of shares under its existing buyback program (Key Developments).Artículo de análisis • Apr 17
Morgan Stanley Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Morgan Stanley ( NYSE:MS ) just released its latest quarterly results and things are looking bullish. Morgan Stanley...Actualización de narrativa • Apr 14
MS: Buybacks And Stable Credit Costs Will Support Balanced Future Returns
Analysts have trimmed their price target on Morgan Stanley by about $5 to roughly $190, pointing to slightly adjusted assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the update. What's in the News Morgan Stanley reported fourth quarter 2025 charge-offs of $87 million, mainly tied to a single commercial real estate loan that had been largely provisioned for in earlier periods (Key Developments).Actualización de narrativa • Mar 31
MS: Future Upside Will Depend On Ongoing Buybacks And Underwriting Fees
Analysts have kept the Morgan Stanley price target steady at $221.00, indicating that only small adjustments in discount rate, revenue growth, profit margin, and future P/E assumptions broadly offset one another in their updated models. What's in the News Morgan Stanley completed a share repurchase of 16,378,741 shares, representing 1.03% of shares, for a total of US$2,584.3m under the buyback announced on July 1, 2025.Actualización de narrativa • Mar 17
MS: Buybacks And Lower Credit Costs Will Support Future Upside
Analysts have raised their price target on Morgan Stanley from $169.52 to $195.81. They cite updated assumptions that include revised revenue growth, profit margin, discount rate and future P/E inputs.Actualización de narrativa • Mar 03
MS: Future Returns Will Rely On Buybacks And Higher Underwriting Profitability
Analysts have maintained their $221.00 price target for Morgan Stanley, noting that slight adjustments to the discount rate, revenue growth, profit margin, and forward P/E assumptions have influenced this view. What's in the News Morgan Stanley & Co. LLC has been added as a co-lead underwriter for the bank's US$3.25 billion fixed income offering, alongside MUFG Securities Americas Inc.Actualización de narrativa • Feb 17
MS: Future Returns Will Rely On Buybacks And Higher Profitability
Analysts have maintained their $221.00 price target for Morgan Stanley, pointing to only slight tweaks in assumptions around discount rate, revenue growth, profit margin, and future P/E as supporting factors rather than drivers of a new valuation view. What's in the News Morgan Stanley reported fourth quarter 2025 charge offs of $87 million, primarily linked to a single commercial real estate loan that had been largely provisioned for in earlier periods (Key Developments).Actualización de narrativa • Feb 03
MS: Future Returns Will Rely On Buybacks And Higher Profitability
Analysts have raised their fair value estimate for Morgan Stanley from US$202.00 to US$221.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News Morgan Stanley reported fourth quarter 2025 charge-offs of $87 million, primarily tied to a single commercial real estate loan that had been largely provisioned for in earlier periods (Key Developments).Actualización de narrativa • Jan 20
MS: Higher P/E And Aggressive Buybacks Will Likely Restrain Future Returns
Analysts have revised their fair value estimate for Morgan Stanley to US$150.65 from US$135.73, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Morgan Stanley recorded fourth quarter 2025 charge-offs of US$87 million, primarily tied to a single commercial real estate loan that had been largely provisioned for earlier periods (Key Developments).Actualización de narrativa • Jan 05
MS: Future Returns Will Rely On Buybacks And Higher Profitability
Analysts now place Morgan Stanley's fair value at US$202.0, up from US$160.0. This reflects updated assumptions for a 6.60% revenue growth rate, a 22.63% profit margin, and a forward P/E of 21.58 under a slightly higher 9.73% discount rate. What's in the News Morgan Stanley is working with a broad syndicate of European banks as Co-Lead Underwriters on a €1.75b fixed income offering, including Lloyds Bank Corporate Markets, Nordea Bank Abp, ABN AMRO Bank N.V., Intesa Sanpaolo S.p.A., Société Générale, Danske Bank A/S, NatWest Markets Plc, Standard Chartered Bank, Erste Group Bank AG, Natixis, ING Bank N.V., Belgium Branch, Banco de Sabadell S.A., Banco Santander S.A., Raiffeisen Switzerland Cooperative, and MUFG Securities EMEA plc (Key Developments).Actualización de narrativa • Dec 21
MS: Richer Multiple And Buybacks Will Likely Limit Future Return Potential
Analysts have raised their price target on Morgan Stanley from approximately 101 dollars to about 136 dollars. This reflects increased confidence in the bank's higher projected revenue growth, improved profit margins, and a modestly richer future price to earnings multiple, despite a slightly higher discount rate.Actualización de narrativa • Dec 07
MS: Share Repurchases And Credit Costs Will Support Stable Outlook
Narrative Update Analysts have raised their price target on Morgan Stanley by about 1 dollar to approximately 170 dollars. This change reflects slightly higher expectations for revenue growth, profit margins, and future earnings multiples.Actualización de narrativa • Nov 22
MS: Share Repurchase Activity And Margins Will Maintain Stable Outlook Ahead
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.Actualización de narrativa • Nov 08
MS: Share Repurchase Program Will Balance Minor Financial Improvements Ahead
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.Actualización de narrativa • Oct 25
Digital Platforms Will Expand Advisory Reach Amid Ongoing Buyback Initiatives
Analysts have raised their price target for Morgan Stanley from $154.75 to $167.35. They cited modest improvements in valuation factors, even though there were minor downward adjustments in growth and margin estimates.Artículo de análisis • Oct 18
Morgan Stanley Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Morgan Stanley ( NYSE:MS ) defied analyst predictions to release its quarterly results, which were ahead of market...Actualización de narrativa • Oct 11
Digital Platforms And Global Wealth Transfer Will Widen Advisory Reach
Analysts have raised their price target for Morgan Stanley from $145.90 to $154.75, citing slightly improved revenue growth estimates and profit margin expectations as key factors in their updated assessment. What's in the News E*TRADE from Morgan Stanley launched Power E*TRADE Pro, a highly customizable desktop platform for active traders.Actualización de narrativa • Sep 27
Digital Platforms And Global Wealth Transfer Will Widen Advisory Reach
Morgan Stanley’s consensus analyst price target saw a modest increase to $145.90, reflecting essentially unchanged expectations for revenue growth and future P/E multiples. What's in the News E*TRADE from Morgan Stanley launched Power E*TRADE Pro, a sophisticated desktop trading platform targeting active traders, amid a 26% year-over-year increase in self-directed daily average revenue trades.Rentabilidad de los accionistas
| MS | US Capital Markets | Mercado US | |
|---|---|---|---|
| 7D | -1.5% | 0.8% | -1.5% |
| 1Y | 44.7% | 5.4% | 17.9% |
Rentabilidad vs. Industria: MS superó a la industria US Capital Markets, que obtuvo un rendimiento del 5.4% el año pasado.
Rentabilidad vs. Mercado: MS superó al mercado US, que obtuvo un rendimiento del 17.9% el año pasado.
Volatilidad de los precios
| MS volatility | |
|---|---|
| MS Average Weekly Movement | 4.3% |
| Capital Markets Industry Average Movement | 3.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: MS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de MS (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1924 | 83,000 | Ted Pick | www.morganstanley.com |
Morgan Stanley, holding financiero, ofrece diversos productos y servicios financieros a empresas, gobiernos, instituciones financieras y particulares en América, Asia, Europa, Oriente Medio y África. Opera a través de los segmentos de valores institucionales, gestión de patrimonios y gestión de inversiones. La empresa ofrece servicios de captación de capital y asesoramiento financiero, incluidos servicios relacionados con la suscripción de deuda, valores de renta variable y otros productos, así como asesoramiento sobre fusiones y adquisiciones, reestructuraciones y financiación de proyectos.
Resumen de fundamentos de Morgan Stanley
| Estadísticas fundamentales de MS | |
|---|---|
| Capitalización bursátil | US$325.81b |
| Beneficios(TTM) | US$19.55b |
| Ingresos (TTM) | US$77.83b |
17.2x
Ratio precio-beneficio (PE)4.3x
Ratio precio-ventas (PS)¿Está MS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de MS | |
|---|---|
| Ingresos | US$77.83b |
| Coste de los ingresos | US$9.62b |
| Beneficio bruto | US$68.21b |
| Otros gastos | US$48.66b |
| Beneficios | US$19.55b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Oct 14, 2026
| Beneficios por acción (BPA) | 12.45 |
| Margen bruto | 87.64% |
| Margen de beneficio neto | 25.12% |
| Ratio deuda/patrimonio | 517.3% |
¿Cómo se ha desempeñado MS a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.1%
Rentabilidad actual por dividendo33%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/21 04:53 |
| Precio de las acciones al final del día | 2026/08/21 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Morgan Stanley está cubierta por 40 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Stephen Biggar | Argus Research Company |
| Jason Goldberg | Barclays |
| Eoin Mullany | Berenberg |