Morgan Stanley (MS)

Morgan Stanley's stock price has increased by 50.47% to 51.05% over the last 12 months and 3.40% to 4.94% in the past month (as of January 2026). Key events include anticipation of Q4 2025 earnings, analyst upgrades and price target increases, and entry into crypto ETFs. Analysts anticipated a significant increase in earnings per share and a resurgence in deal-making activity. Morgan Stanley filed to launch Bitcoin, Solana, and Ethereum ETFs, marking its strategic entry as an issuer in the cryptocurrency ETF market. Morgan Stanley analysts noted a seasonal slowdown in retail fund inflows into U.S. stocks in July 2025. Morgan Stanley's November 2025 Investment Outlook recommended an overweight position in stocks. In January 2026, Morgan Stanley reiterated its "Major Theme" for 2026, advocating for continued investment in metals.

Demand seasonality for Morgan Stanley's products and services can be observed in several areas. Retail demand for U.S. stocks typically slows down in late July and August. Capital markets activity experienced a period of hesitation in early 2025 but began to show signs of recovery in the second quarter of 2025. The PC market generally exhibits stronger performance in the first half of the year and weaker demand in the second half. Demand for IT services in the banking and financial services industry showed gradual improvement from December 2025.

Morgan Stanley is a global investment bank and financial services company headquartered in New York City, operating in the financial services sector with a presence in Investment Banking & Securities Intermediation and Private Banking Services. The company operates through three segments: Institutional Securities, Wealth Management, and Investment Management. Its services include capital raising and financial advisory, brokerage and investment advisory, and asset management across various asset classes.

Morgan Stanley has a significant global presence with offices in 42 countries and over 80,000 employees. It has a broad geographic footprint across the Americas, Asia-Pacific, and Europe, Middle East & Africa (EMEA). Key international offices are located in major financial centers such as London, Tokyo, Hong Kong, Singapore, and Dubai.

Morgan Stanley has focused on initiatives that enhance its reputation in sustainable finance and innovation. In February 2025, Morgan Stanley developed the Biodiversity IQ tool to help institutional investors analyze investment portfolio dependencies and impacts on nature. The Morgan Stanley Institute for Sustainable Investing actively promotes and researches sustainable finance. The firm's move to launch its own cryptocurrency ETFs in January 2026 is viewed as a significant step that adds legitimacy to the crypto market.

Morgan Stanley is predominantly owned by institutional investors, who collectively hold between 62% and 62.00% of the company's shares. Major institutional owners include Mitsubishi UFJ Financial Group, Inc., The Vanguard Group, Inc., State Street Corporation, and BlackRock, Inc. No individual investor owns more than 5% of Morgan Stanley. The largest individual shareholders are company insiders, including CEO Edward Pick, Head of Investment Management Daniel Simkowitz, Co-President and Head of Wealth Management Andrew Saperstein, former CEO James Gorman, and CFO Sharon Yeshaya.