Morgan Stanley 경영진
경영진 기준 점검 2/4
Morgan Stanley CEO는 Ted Pick, Jan2024 에 임명되었습니다 의 임기는 2.42 년입니다. 총 연간 보상은 $37.19M, 4% 급여 및 96% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $173.08M 가치에 해당하는 회사 주식의 0.049% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5 년과 8.8 년입니다.
핵심 정보
Ted Pick
최고경영자
US$37.2m
총 보수
| CEO 급여 비율 | 4.03% |
| CEO 재임 기간 | 2.4yrs |
| CEO 지분 보유율 | 0.05% |
| 경영진 평균 재임 기간 | 5yrs |
| 이사회 평균 재임 기간 | 8.8yrs |
최근 경영진 업데이트
Recent updates
분석 기사 • 15h
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...
내러티브 업데이트 • 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.Seeking Alpha • Jun 12
Morgan Stanley: $22T In Derivatives That Weigh $45B
Summary Morgan Stanley (MS) delivered a record quarter, driven by explosive growth in cleared derivatives and robust fixed income revenues. MS's $22T notional derivatives exposure is largely risk-mitigated, with net balance sheet impact under 3% of assets and CET1 ratio at 15.1%. The firm's stable deposit base underpins its funding advantage, justifying a 30% market premium over peers like GS. I maintain a Hold rating, seeing current optimism priced in; a Buy would require sustained markets revenue growth with stable funding. Read the full article on Seeking Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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).분석 기사 • 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...
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • Jul 21
Morgan Stanley (NYSE:MS) Is Increasing Its Dividend To $1.00
Morgan Stanley ( NYSE:MS ) has announced that it will be increasing its dividend from last year's comparable payment on...Seeking Alpha • Apr 23
Morgan Stanley: Overlooked Inflection Points Have Emerged
Summary Morgan Stanley's Q1 earnings beat estimates, but emerging risks in net interest income and investment banking warrant attention. Fundamental concerns include rising provisions, asset-liability management challenges, and declining IPO volumes. Unfortunately, we see a continuation of these trends. Wealth Management shows resilience, acting as a stabilizing force, amid market volatility. Despite its strong dividend profile, Morgan Stanley seems grossly overvalued, and historical price risk probably necessitates caution in the current systematic environment. Read the full article on Seeking AlphaSeeking Alpha • Apr 13
Morgan Stanley Q1: Private Markets Will Drive Growth
Summary Morgan Stanley's unique fee-based revenue model makes it resilient to volatile interest rates, positioning it well for future growth, especially in a falling interest rate environment. The bank's focus on private market investments is a game-changing growth catalyst, with private markets poised to significantly outpace public markets in the coming years. Q1 results were strong, with a GAAP EPS of $2.60, beating estimates by 18.7%, and 17% year-over-year topline growth, highlighting the bank's resilience. Despite a premium valuation, Morgan Stanley's diversified, high-ROE earnings and forward EPS growth potential justify the bullish stance, making shares a strong buy. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
Morgan Stanley Is Not Priced For Recession: Rotten EMV Is Concerning
Summary Morgan Stanley shares are extremely overvalued and face significant downside risk in 2025, assuming economic contraction and bearish market conditions on Wall Street prevail. Key technical momentum indicators, including Ease of Movement and Force Index readings, are signaling severe weakness, reminiscent of the March 2020 pandemic panic. I rate Morgan Stanley a Sell/Avoid until more clarity on new government policies and financial market reactions to slower economic growth occur. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Morgan Stanley: Solid Business, But Needs Direction To Buy
Summary Morgan Stanley is a blue chip financial stock which has emerged from a sea of competition over the decades, to become an industry leader. 1 of 5 financial stocks in the Dow Jones Industrial Average, MS has achieved sustainable growth and a reasonable "moat." However, MS stock is far from cheap, and is currently at a technical (price analysis) decision point, which is not resolved. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Bulls Chasing Morgan Stanley, Whose Dividend Growth Case Remains Strong
Summary Morgan Stanley gets upgraded to a buy from my prior hold rating, as several upside factors outweigh the high share price and overvaluation. The dividend yield of 2.6% is beating key peers, while the firm has a proven 5 year dividend CAGR. Q4 results not only saw YoY earnings growth, but pointed to growth in AUM and client inflows, which could drive future fees. The strong profit margin is worth noting, along with a lower expense ratio in Q4. Key downside risks include high valuation, and competition in the M&A space from rivals JPMorgan and Evercore. However, credit ratings are strong from all 3 major agencies. Read the full article on Seeking AlphaSeeking Alpha • Jan 26
Morgan Stanley: Valuation Reflects A Successful Transformation (Rating Downgrade)
Summary Morgan Stanley shares have surged over 50% in the past year, driven by strong Q4 earnings and a focus on recurring revenue in wealth management. The company's Q4 earnings of $2.22 exceeded estimates by $0.53, with revenue up 26% to $16.2 billion, showcasing excellent cost discipline. Despite impressive growth, the stock's current valuation suggests limited upside, leading to a downgrade from "buy" to "hold." Morgan Stanley's pivot to fee-based revenue has been successful, but future outperformance is likely limited as most gains are already priced in. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$18b |
| Dec 31 2025 | US$37m | US$2m | US$16b |
| Sep 30 2025 | n/a | n/a | US$16b |
| Jun 30 2025 | n/a | n/a | US$14b |
| Mar 31 2025 | n/a | n/a | US$14b |
| Dec 31 2024 | US$25m | US$2m | US$13b |
| Sep 30 2024 | n/a | n/a | US$11b |
| Jun 30 2024 | n/a | n/a | US$10b |
| Mar 31 2024 | n/a | n/a | US$9b |
| Dec 31 2023 | US$44m | US$1m | US$9b |
| Sep 30 2023 | n/a | n/a | US$9b |
| Jun 30 2023 | n/a | n/a | US$9b |
| Mar 31 2023 | n/a | n/a | US$10b |
| Dec 31 2022 | US$28m | US$1m | US$11b |
| Sep 30 2022 | n/a | n/a | US$12b |
| Jun 30 2022 | n/a | n/a | US$13b |
| Mar 31 2022 | n/a | n/a | US$14b |
| Dec 31 2021 | US$28m | US$1m | US$15b |
| Sep 30 2021 | n/a | n/a | US$14b |
| Jun 30 2021 | n/a | n/a | US$13b |
| Mar 31 2021 | n/a | n/a | US$13b |
| Dec 31 2020 | US$20m | US$1m | US$11b |
보상 대 시장: Ted의 총 보수(USD37.19M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.67M)보다 높습니다.
보상과 수익: Ted의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Ted Pick (57 yo)
2.4yrs
재임 기간
US$37,187,657
보수
Mr. Edward N. Pick, also known as Ted, has been the Chairman of the Board of Morgan Stanley since January 01, 2025. He serves as a Director at The Partnership for New York City, Inc. He serves as Chief Exe...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Chairman of the Board | 2.4yrs | US$37.19m | 0.049% $ 173.1m | |
| Co-President | 2.4yrs | US$28.39m | 0.023% $ 82.1m | |
| Co-President | 5yrs | US$28.46m | 0.018% $ 63.0m | |
| Executive VP & CFO | 5yrs | US$19.22m | 0.0096% $ 33.9m | |
| Executive VP and Chief Legal & Administrative Officer | 15.8yrs | US$19.27m | 0.011% $ 37.8m | |
| Executive VP & Global Head of Technology and Operations | 3.4yrs | 데이터 없음 | 0.0092% $ 32.5m | |
| Chief U.S. Equity Strategist & Chief Investment Officer | no data | 데이터 없음 | 데이터 없음 | |
| Chief Accounting Officer & Controller | no data | 데이터 없음 | 0.00054% $ 1.9m | |
| Managing Director | no data | 데이터 없음 | 데이터 없음 | |
| Chairman of Investment Banking | 10.5yrs | 데이터 없음 | 데이터 없음 | |
| MD & Global Head of Legal | no data | 데이터 없음 | 데이터 없음 | |
| Chairman of Institutional Securities | no data | 데이터 없음 | 데이터 없음 |
5.0yrs
평균 재임 기간
58yo
평균 나이
경험이 풍부한 관리: MS의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Chairman of the Board | 2.4yrs | US$37.19m | 0.049% $ 173.1m | |
| Independent Lead Director | 13.1yrs | US$490.00k | 0.00027% $ 950.4k | |
| Independent Director | 7.9yrs | US$390.00k | 0.00020% $ 704.0k | |
| Independent Director | 12.8yrs | US$420.00k | 0.0021% $ 7.4m | |
| Independent Director | 9.7yrs | US$420.00k | 0.0012% $ 4.4m | |
| Independent Director | 11.1yrs | US$430.00k | 0% $ 0 | |
| Independent Director | 11.6yrs | US$420.00k | 0.0017% $ 6.1m | |
| Independent Director | 13.9yrs | US$430.00k | 0.0015% $ 5.5m | |
| Independent Director | 5.7yrs | US$390.00k | 0.0031% $ 10.8m | |
| Non-Management Director | 5.1yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 4.4yrs | US$390.00k | 0.00019% $ 668.8k | |
| Independent Director | 2.1yrs | US$622.11k | 0.000080% $ 281.6k |
8.8yrs
평균 재임 기간
67yo
평균 나이
경험이 풍부한 이사회: MS의 이사회는 경험이 있음으로 간주됩니다(평균 재임 8.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/22 12:11 |
| 종가 | 2026/06/18 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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분석가 소스
Morgan Stanley는 39명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Stephen Biggar | Argus Research Company |
| Jason Goldberg | Barclays |
| Eoin Mullany | Berenberg |