Company Performance - Morgan Stanley's stock closed at $126.88, reflecting a -1.37% change from the previous day, which was less than the S&P 500's daily loss of 1.11% [1] - Over the past month, Morgan Stanley's shares gained 0.05%, while the Finance sector and S&P 500 lost 3.95% and 1.7%, respectively [1] Upcoming Earnings - Morgan Stanley is set to announce its earnings on January 16, 2025, with an expected EPS of $1.58, representing a 39.82% increase from the prior-year quarter [2] - The consensus estimate for revenue is $14.68 billion, which is a 13.84% increase from the prior-year quarter [2] Analyst Estimates - Recent modifications to analyst estimates for Morgan Stanley are crucial as they reflect short-term business trends [3] - Positive estimate revisions indicate analyst optimism regarding the company's business and profitability [3] Zacks Rank and Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown that 1 stocks have returned an average of +25% annually since 1988 [5] - Morgan Stanley currently holds a Zacks Rank of 3 (Hold), with a 0.26% increase in the consensus EPS estimate over the last 30 days [5] Valuation Metrics - Morgan Stanley has a Forward P/E ratio of 16.27, which is a premium compared to its industry's Forward P/E of 14.69 [6] - The company has a PEG ratio of 1.08, while the Financial - Investment Bank industry has an average PEG ratio of 1.28 [6] Industry Overview - The Financial - Investment Bank industry ranks in the top 14% of all industries, with a current Zacks Industry Rank of 34 [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Morgan Stanley (MS) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Morgan Stanley is one of 871 companies in the Finance group. The Finance group currently sits at #1 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks ...

Company Overview - Morgan Stanley's recent trading session ended at $127.59, reflecting a +0.63% change from the previous day's close, which lagged behind the S&P 500's gain of 0.82% [1] - Over the past month, Morgan Stanley shares have decreased by 4.17%, underperforming the Finance sector's gain of 0.44% and the S&P 500's gain of 0.8% [1] Upcoming Earnings - Morgan Stanley is set to announce its earnings on January 16, 2025, with an anticipated EPS of $1.54, representing a 36.28% increase compared to the same quarter last year [2] - The consensus estimate for revenue is projected at $14.55 billion, indicating a 12.82% growth year-over-year [2] Full Year Projections - For the full year, earnings are projected at $7.32 per share and revenue at $60.07 billion, reflecting increases of +34.07% and +10.95% respectively from the previous year [3] - Recent changes to analyst estimates for Morgan Stanley suggest a positive outlook on the company's business and profitability [3] Analyst Ratings - The Zacks Rank system currently rates Morgan Stanley as 2 (Buy), with an average annual return of +25% for 1 stocks since 1988 [5] - Over the past month, the Zacks Consensus EPS estimate has increased by 0.02% [5] Valuation Metrics - Morgan Stanley has a Forward P/E ratio of 17.31, which is slightly above the industry's average Forward P/E of 17.25 [6] - The company has a PEG ratio of 1.18, compared to the industry's average PEG ratio of 1.47 [6] Industry Context - The Financial - Investment Bank industry is currently ranked 44 in the Zacks Industry Rank, placing it in the top 18% of over 250 industries [7] - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Morgan Stanley (MS) closed the most recent trading day at $131.61, moving +0.3% from the previous trading session. The stock's performance was behind the S&P 500's daily gain of 0.56%. Elsewhere, the Dow saw an upswing of 0.42%, while the tech-heavy Nasdaq appreciated by 0.83%.Shares of the investment bank have appreciated by 12.87% over the course of the past month, outperforming the Finance sector's gain of 4.42% and the S&P 500's gain of 3.11%.Investors will be eagerly watching for the performance of Mor ...

For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Morgan Stanley (MS) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question.Morgan Stanley is a member of the Finance sector. This group includes 871 individual ...

Morgan Stanley (MS) closed the most recent trading day at $134.69, moving -0.22% from the previous trading session. The stock's performance was behind the S&P 500's daily gain of 0.35%. Elsewhere, the Dow saw an upswing of 0.97%, while the tech-heavy Nasdaq appreciated by 0.17%.The investment bank's shares have seen an increase of 13.27% over the last month, surpassing the Finance sector's gain of 3.93% and the S&P 500's gain of 1.69%.Analysts and investors alike will be keeping a close eye on the performan ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

CHINA - 2024/06/23: In this photo illustration, the American multinational investment bank and ... [+] financial services company Goldman Sachs (NYSE: GS) logo seen displayed on a smartphone with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesGoldman Sachs’ stock (NYSE: GS) has had a very good year, rising by a solid 57% year-to-date. In comparison, its peer Morgan Stanley (NYSE: ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Financial Performance - The firm reported net revenues of $15.4 billion for Q3 2024, a 16% increase from $13.3 billion in Q3 2023[14]. - Net income applicable to Morgan Stanley was $3.2 billion in Q3 2024, up 32% from $2.4 billion in Q3 2023[18]. - Diluted earnings per common share increased by 36% to $1.88 in Q3 2024, compared to $1.38 in Q3 2023[18]. - Net income for the nine months ended September 2024 was $4,902 million, a 50% increase compared to $3,266 million in the prior year period[43]. - Net income applicable to Morgan Stanley for the current quarter was $1,568 million, a 19% increase compared to $1,320 million in the prior year quarter[63]. Wealth Management - Wealth Management added net new assets of $64 billion in Q3 2024, with total client assets reaching $6 trillion[17]. - Wealth Management net revenues for the current quarter were $7,270 million, reflecting a 14% increase from the prior year, primarily due to higher gains on employee deferred cash-based investments[28]. - Total client assets in Wealth Management reached $7,572 billion, an increase from $6,588 billion in the prior year[32]. - Total client assets in Wealth Management reached $5,974 billion as of September 30, 2024, up from $5,129 billion at the end of 2023[64]. - Net new assets (NNA) for the three months ended September 30, 2024, were $63.9 billion, compared to $35.7 billion for the same period in 2023[65]. Institutional Securities - Institutional Securities net revenues were $6.8 billion, driven by strong performance in Equity and Fixed Income[16]. - Institutional Securities net revenues for the current quarter were $6,815 million, an increase of 20% from the prior year period, driven by higher equity results and underwriting revenues[28]. - Asia net revenues increased 31% in the current quarter compared to the prior year, driven by strong results across Institutional Securities and Investment Management[33]. Investment Management - Investment Management reported net revenues of $1.5 billion, with positive long-term net flows of $7 billion and end-of-period AUM of $1.6 trillion[18]. - Investment Management net revenues for the current quarter were $1,455 million, up 9% from the prior year, attributed to higher performance-based revenues[28]. - Total Assets under Management (AUM) increased to $1,598 billion as of September 30, 2024, up from $1,412 billion at the same time last year, representing a growth of 13.1%[95]. Expenses and Efficiency - The firm's expense efficiency ratio was 72% for both Q3 2024 and year-to-date, reflecting disciplined expense management[15]. - Compensation and benefits expenses increased by 13% to $6,733 million in Q3 2024, primarily due to higher employee compensation linked to investment performance[21]. - Non-interest expenses increased 10% to $4,836 million in the current quarter compared to the prior year quarter, driven by higher compensation and benefits expenses[61]. Credit Losses - The provision for credit losses on loans and lending commitments was $79 million in Q3 2024, down from $134 million in the prior year quarter[25]. - Provision for credit losses decreased by 67% to $124 million in the current year period from $379 million in the prior year period, indicating improved credit quality[43]. - The provision for credit losses on loans and lending commitments was $11 million in the current quarter, down from $41 million in the prior year quarter, reflecting improvements in the macroeconomic outlook[73]. Capital and Liquidity - The firm's Standardized Common Equity Tier 1 capital ratio was 15.1% as of September 30, 2024[15]. - The company maintained a Liquidity Coverage Ratio (LCR) of 134% as of September 30, 2024, up from 131% at the end of June 2024, indicating strong liquidity management[121]. - Total capital ratio at September 30, 2024, stands at 16.4%, exceeding the required ratio of 8.0%[157]. Market Environment - The economic environment showed improvement, with inflationary pressures moderating and interest rates declining, although geopolitical risks remain a concern[34]. - The company continues to operate in a market environment with lower completed M&A activity relative to longer-term averages[49]. Shareholder Returns - The company repurchased 8 million shares at an average price of $99.94 per share for a total of $750 million during the three months ended September 30, 2024[142]. - A common stock dividend of $0.925 per share was announced on October 16, 2024, to be paid on November 15, 2024[144].