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

Composition of the Board of Directors: Morgan Stanley

Director TitleAgeSince
Director/Board Member 72 2012-07-01
Director/Board Member 65 2013-05-13
Director/Board Member 74 2013-07-31
Director/Board Member 67 2014-10-31
Director/Board Member 69 2015-04-30
Director/Board Member 73 2016-09-30
Director/Board Member 70 2018-06-30
Chairman 57 2024-12-31
Director/Board Member 65 2020-10-01
Director/Board Member 63 2021-05-19

Shareholders: Morgan Stanley

NameStocks%Valuation
23.91 %
377,085,167 23.91 % 78 434 M $
6.425 %
101,340,194 6.425 % 21 079 M $
Vanguard Capital Management LLC
4.927 %
77,715,132 4.927 % 16 165 M $
BlackRock Advisors LLC
4.76 %
75,072,961 4.76 % 15 615 M $
JPMorgan Investment Management, Inc.
2.763 %
43,578,279 2.763 % 9 064 M $
NameStocks%Valuation
PNC Wealth Management LLC
6.621 %
2,648,276 6.621 % 67 M $
Capital Investment Trust Corp.
0.03 %
12,003 0.03 % 302 596 $
Manulife Investment Management (Taiwan) Co. Ltd.
0.0213 %
8,502 0.0213 % 214 335 $
First Command Advisory Services, Inc.
0.000208 %
83 0.000208 % 2 092 $
NameStocks%Valuation
Sterling Capital Management LLC
3.356 %
671,241 3.356 % 13 M $
PIMCO Europe Ltd.
0.5635 %
112,700 0.5635 % 2 M $
WhaleRock Point Partners LLC
0.06 %
12,000 0.06 % 237 960 $
ORG Partners LLC
0.0482 %
9,650 0.0482 % 191 360 $
Byrne Asset Management LLC
0.002 %
400 0.002 % 7 932 $
NameStocks%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 % 474 173 $
Ascentis Independent Advisors LLC
0.0282 %
9,599 0.0282 % 242 855 $
First Command Advisory Services, Inc.
0.000412 %
140 0.000412 % 3 542 $
NameStocks%Valuation
Orange Investment Advisors LLC
-
287,000 - 295 610 $
NameStocks%Valuation
Orange Investment Advisors LLC
-
346,000 - 266 420 $
NameStocks%Valuation
Atlas Wealth LLC
0.0484 %
25,187 0.0484 % 431 705 $
Roanoke Asset Management Corp.
0.0288 %
15,000 0.0288 % 257 100 $
McMillan Office, Inc.
0.0135 %
7,000 0.0135 % 119 980 $
Thompson Investment Management, Inc.
0.001923 %
1,000 0.001923 % 17 140 $
First Command Advisory Services, Inc.
0.00114 %
593 0.00114 % 10 164 $
NameStocks%Valuation
Santa Fé Investimentos Ltda
0.000025 %
1,950 0.000025 % 80 746 $
NameStocks%Valuation
-
20 - 4 160 $
NameStocks%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 % 481 989 $
ORG Partners LLC
0.007383 %
2,547 0.007383 % 64 745 $
Ascentis Independent Advisors LLC
0.000136 %
47 0.000136 % 1 195 $
NameStocks%Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0527 %
21,099 0.0527 % 529 585 $
Capital Investment Trust Corp.
0.0212 %
8,491 0.0212 % 213 124 $
Hurley Capital LLC
0.003285 %
1,314 0.003285 % 32 981 $
Russell Investments Canada Ltd.
0.000868 %
347 0.000868 % 8 710 $
NameStocks%Valuation
100 %
37 100 % 7 696 $
NameStocks%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 % 519 921 $
WhaleRock Point Partners LLC
0.0509 %
20,350 0.0509 % 483 720 $
Russell Investments Canada Ltd.
0.00218 %
872 0.00218 % 20 727 $
NameStocks%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 % 842 745 $
Western Asset Management Co. LLC
0.0224 %
8,950 0.0224 % 228 494 $
NameStocks%Valuation
100 %
90 100 % 18 720 $
NameStocks%Valuation
100 %
31 100 % 6 448 $
NameStocks%Valuation
Orange Investment Advisors LLC
-
169,000 - 126 750 $
NameStocks%Valuation
100 %
57 100 % 1 130 $
NameStocks%Valuation
Atlas Wealth LLC
0.3401 %
149,640 0.3401 % 3 M $
Ethos Financial Group LLC
0.0633 %
27,836 0.0633 % 547 812 $
Delta Capital Management LLC (New Jersey)
0.0536 %
23,605 0.0536 % 464 546 $
Capital Investment Trust Corp.
0.0159 %
7,002 0.0159 % 137 799 $
Estabrook Capital Management LLC
0.00308 %
1,355 0.00308 % 26 666 $
NameStocks%Valuation
Orange Investment Advisors LLC
-
221,000 - 176 800 $
Holbrook Holdings, Inc.
-
53,000 - 42 400 $
NameStocks%Valuation
Flaherty & Crumrine, Inc.
-
4,860,000 - 5 M $
PIMCO Europe Ltd.
-
3,600,000 - 4 M $
LFG+ZEST SA
-
700,000 - 698 446 $
AQA Capital Ltd.
-
700,000 - 698 446 $
NameStocks%Valuation
Orange Investment Advisors LLC
-
279,000 - 209 250 $
NameStocks%Valuation
Orange Investment Advisors LLC
-
909,000 - 736 290 $
NameStocks%Valuation
100 %
67 100 % 13 936 $
NameStocks%Valuation
Orange Investment Advisors LLC
-
66,000 - 54 120 $
NameStocks%Valuation
0.1 %
20 0.1 % 4 160 $

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 5-day change 1-year change 3-year change Capi.($)
+1.41%+1.45%+62.98%+145.88% 335B
+2.60%+1.74%+69.05%+211.28% 318B
+1.58%+5.31%+78.32%+187.93% 235B
+3.57%+3.22%+3.62%+69.91% 154B
-0.58%-0.31%-3.30%+26.41% 54.21B
-1.12%-3.60%+92.56%+167.02% 25.94B
+2.69%+3.23%+18.06%+42.70% 25.43B
+0.89%+0.26%+53.33%+164.85% 24.63B
-0.41%+0.94%+12.54%+40.19% 24.19B
+3.79%+2.29%-22.22%+50.01% 22.83B
Average +1.48%-0.45%+36.49%+110.62% 121.99B
Weighted average by Cap. +2.05%-1.23%+53.97%+150.89%
Trader
Investor
-
Global
-
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
25
Last Close Price
212.66USD
Average target price
203.67USD
Spread / Average Target
-4.23%

Quarterly revenue - Rate of surprise

  1. Stock Market
  2. Stocks
  3. MS Stock
  4. Company Morgan Stanley
- 40% : Our Best Subscriber-Only Tools to Spot Tomorrow’s Top Investments!
d
:
:
SEIZE THE OFFER!