MSMorgan Stanley exhibits strong fundamental performance with consistent growth and a robust balance sheet. Thematic alignment is positive, though technicals suggest a cautious approach due to recent overbought conditions.
Morgan Stanley is well-positioned within key financial services trends, including wealth management growth and capital markets activity, but faces evolving regulatory landscapes.
Demonstrates robust profitability, healthy revenue growth, and a solid balance sheet, supported by consistent dividend payouts.
The stock is trading in a broad range, with mixed signals from short-term indicators. Momentum is not strongly in favor of either bulls or bears currently.
| Factor | Score |
|---|---|
| Financial Services Modernization | 75 |
| Global Economic Growth | 70 |
| Regulatory Environment | 55 |
| Investment Management Expansion | 80 |
| Capital Markets Activity | 75 |
| Factor | Score |
|---|---|
| Valuation | 78 |
| Profitability | 92 |
| Growth | 80 |
| Balance Sheet Health | 85 |
| Cash Flow | 65 |
| Dividends | 88 |
| Factor | Score |
|---|---|
| Trend Analysis | 60 |
| Momentum | 40 |
| Moving Averages | 45 |
| Support & Resistance | 70 |
| Volume | 70 |
Consistent Earnings Beats
Morgan Stanley has a strong track record of beating earnings estimates. In the last reported quarter (2025Q2), reported EPS of $2.60 significantly exceeded the estimate of $2.20, representing a positive surprise of 17.92%.
Strong Year-to-Date Performance
The stock has shown robust performance year-to-date (YTD) with a return of 15.88%, indicating positive investor sentiment and market traction.
Potential Short-Term Weakness Indicated by Oscillators
Several oscillators on the 1-minute and 5-minute charts (e.g., RSI, Stochastic %K, MACD) show 'Sell' or 'Neutral' signals, suggesting potential short-term downward pressure or consolidation.
Negative Free Cash Flow
Morgan Stanley reported a negative free cash flow of -$2.10 billion for the annual period ending Q4 2024, indicating that the company is not generating enough cash from operations to cover its capital expenditures.
July 2025
31
Ex-Dividend Date
August 2025
15
Next Dividend Date
October 2025
15
Next Earnings Date
H: $2.16
A: $2.07
L: $2.00
H: 16.66B
A: 16.32B
L: 15.72B
Morgan Stanley, a financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa. The company operates through Institutional Securities, Wealth Management, and Investment Management segments. It offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities; and research. In addition, the company offers financial advisor-led brokerage, custody, and administrative and investment advisory services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential and commercial real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. The company was founded in 1924 and is headquartered in New York, New York.
143.20 USD
The 39 analysts offering 1 year price forecasts for MS have a max estimate of 160.00 and a min estimate of 122.00.