Morgan Stanley (MS)

Over the past six months, Morgan Stanley's stock (MS) has demonstrated strong performance. As of June 27, 2025, the share price was $141.42, with an increase of 44.76% over the past 12 months. The stock reached an all-time high of $142.03 on February 6, 2025. Key events impacting the stock positively include passing the Federal Reserve's Annual Stress Test in June 2025 and a rebound in investment banking activity in the second quarter of 2024.

The banking industry, including Morgan Stanley, experiences seasonal trends. Investment services see increased demand in December and early January due to portfolio rebalancing and tax planning. Loan demand is typically low in late January and February, increasing in March and peaking in August or September. Morgan Stanley's wealth management unit experiences quarterly variations in net new asset growth due to seasonality, market tone, and asset migration. Interest rates are the primary driver of changes in loan demand, independent of seasonal patterns.

Morgan Stanley is a prominent American multinational investment bank and financial services company headquartered in New York City. It operates within the Financial Services sector, specifically in the Investment Bankers/Brokers/Service industry. Its major products and services are categorized into Institutional Securities, Wealth Management, and Investment Management.

Morgan Stanley has a substantial global reach, with offices in 42 countries and over 1,200 offices across 43 countries. While its world headquarters is in New York City, the firm has a strong presence across the Americas, Europe, the Middle East, Africa, and Asia-Pacific. Morgan Stanley has operated in India for over three decades, with Global In-House Centers in Mumbai and Bengaluru.

Morgan Stanley actively works on its brand reputation through campaigns like "Old School Grit. New World Ideas" and partnerships with organizations like First Tee. However, its reputation has been impacted by past data security and vendor management issues, resulting in fines from the SEC and OCC due to the improper deletion of client PII.

Morgan Stanley is predominantly owned by institutional investors, who collectively hold 62.00% of the shares. Major institutional shareholders include Mitsubishi UFJ Financial Group, State Street Corporation, The Vanguard Group, BlackRock, and JP Morgan Chase. Individual insider ownership is less than 1%, with notable individual owners including James Gorman, Edward Pick, Daniel Simkowitz, Andrew Saperstein, Stephen Luczo, Robert Herz, Erika James, and Hironori Kamezawa.