Morgan Stanley

MS · NYSE

Market closed$215.48$-2.90 (-1.33%)After hours $215.50 · +0.01%

Key statistics

Previous close$218.37
Open$215.65
Day high$218.38
Day low$207.40
52-week high$232.25
52-week low$136.17
Market cap339.86B
Volume6.73M
Average volume5.78M
P/E ratio17.42
Forward P/E
EPS12.37
Dividend yield+1.86%

Market context

Why it moved

Morgan Stanley shares declined amid a broader market pullback driven by a sharp selloff in chip and tech stocks, rising geopolitical concerns related to the U.S.-Iran conflict, and general investor caution despite the company's own recent strong earnings and positive analyst sentiment.

What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Morgan Stanley shares declined on broad market weakness, giving back some of the prior session's post-earnings gains despite a wave of analyst price target upgrades following its blockbuster Q2 results. Multiple firms raised targets — including BMO Capital to $250, Evercore ISI to $240, CICC to $245, and Citigroup to $235 — after the bank reported record quarterly revenue of $21.35 billion and EPS of $3.46, both well above consensus, driven by a 69% surge in equities trading and record wealth management inflows of $148 billion. Broader risk-off sentiment tied to U.S.-Iran tensions and a deteriorating AI narrative weighed on financials alongside the wider market.

-1.3257

July 17, 2026Despite blowout Q2 results reported the prior day — record revenue of $21.35B, EPS of $3.46 vs. $2.93 expected, and equities trading revenue surging 69% to $6.3B — Morgan Stanley shares declined sharply as a broader tech-driven selloff pressured markets. A wave of analysts raised price targets post-earnings (Barclays to $262, Jefferies to $261, Autonomous Research to $270, Argus to $255), yet the stock gave back its initial gains as AI-linked and semiconductor stocks dragged the Nasdaq lower amid ongoing Iran geopolitical tensions and valuation concerns.

-4.4542

July 16, 2026Morgan Stanley closed modestly higher, touching a fresh 52-week high intraday after delivering a blowout Q2 earnings report. The firm posted record revenue of $21.35 billion and EPS of $3.46, smashing Wall Street estimates of $19.67B and $2.91 respectively — a 27% revenue surge and 62% EPS jump year over year. Standout results included record Institutional Securities revenue of $11 billion (up 45% YoY), equities trading revenue soaring 69% to a record $6.3 billion, and wealth management attracting a record $148 billion in net new assets, pushing total client assets across wealth and investment management to the $10 trillion milestone. Morgan Stanley also served as a lead underwriter on the record SpaceX IPO. CEO Ted Pick highlighted the firm's growing capital position and announced a raised quarterly dividend of $1.15/share and a new $20 billion share repurchase program. Post-earnings, Goldman Sachs lifted its price target to $241 and Argus raised its target to $255, reflecting broad analyst optimism. The stock has now gained roughly 30% in 2026, significantly outpacing the S&P 500's ~10% advance.

0.3294

July 15, 2026Morgan Stanley shares rose nearly 3% ahead of its Q2 earnings report due Wednesday, buoyed by a cooler-than-expected June CPI print that pushed headline inflation to 3.5% and slashed the odds of a July Fed rate hike from ~40% to ~16%. Blowout results from peers — Goldman Sachs posted a 39% revenue surge and crushed estimates, while JPMorgan delivered record investment banking fees — set a highly constructive tone for Morgan Stanley's own report, with the firm expected to benefit from a booming dealmaking environment, including its role in the ~$86B SpaceX IPO, surging trading activity, and 35%+ consensus EPS growth year-over-year.

2.9762

July 14, 2026Morgan Stanley edged down modestly, underperforming slightly against a mixed financial sector (XLF essentially flat in after-hours) as broader markets pulled back on renewed U.S.-Iran military tensions that sent oil prices surging nearly 5% and weighed on risk sentiment. Investor attention is squarely on Morgan Stanley's Q2 earnings due Wednesday, July 15, with consensus expecting EPS of $2.89 (up ~36% year-over-year) and revenue of $19.38 billion — fueled by a capital markets boom, surging M&A activity, and the SpaceX IPO. The stock has gained 25% year-to-date and recently drew bullish price target raises from UBS ($255) and BofA Securities ($250), though some analysts note MS now trades above its own consensus target after a 59% surge from recent lows, prompting valuation caution ahead of results.

-0.5354

July 11, 2026Morgan Stanley closed essentially flat ahead of its Q2 earnings report scheduled for July 15, with investors weighing bullish analyst sentiment against elevated expectations. UBS raised its price target on Morgan Stanley to $255 (from $214), maintaining a Buy rating, while Bank of America also lifted its estimates citing strong capital markets activity — but Wells Fargo analyst Mark Mayo cautioned that capital markets pure plays like Morgan Stanley, up ~25% year-to-date, have 'a lot of positives baked in.' The firm also issued a bullish $300 SpaceX price target and made several investment moves, including a majority stake acquisition in French environmental services firm Nicollin.

0.0675

July 10, 2026Morgan Stanley shares rose nearly 2%, outperforming the broader XLF financial sector ETF, as investors positioned ahead of its Q2 earnings release on July 15, where analysts forecast a 28% year-over-year EPS surge to $2.73. Bullish sentiment was reinforced by UBS raising its price target from $214 to $255 (maintaining Buy) and Bank of America lifting its estimates, citing surprisingly strong capital markets activity driven by mega-IPOs, M&A, and equity underwriting—all key revenue drivers for Morgan Stanley. The firm's recent dividend hike to $1.15/share and $20B buyback authorization added further appeal, even as markets stabilized after mid-week Iran-related volatility rattled financials broadly.

1.8618

July 9, 2026Morgan Stanley shares declined nearly 1.8%, weighed down by a broad risk-off selloff after President Trump declared the Iran ceasefire 'over,' sending oil prices surging more than 5% and triggering a flight from financial stocks sector-wide. The drop came as investors grow increasingly cautious ahead of the firm's Q2 earnings on July 15, where analysts forecast roughly 30% year-over-year EPS growth to ~$2.78–$2.81 — but UBS flagged concerns around elevated compensation costs and wealth management margin compression that could temper enthusiasm even on a strong beat.

-1.788

Investing.com · July 19, 2026U.S. companies pouring swelling cash balances into growth plans - Morgan StanleySeeking Alpha · July 18, 2026Insider trades: Morgan Stanley, Goldman Sachs, Broadcom among notable namesBloomberg.com · July 17, 2026Watch AI Spending to Be Ongoing Market Concern, Morgan Stanley’s Sheet SaysCNBC · July 16, 2026How Morgan Stanley is positioning its income portfolio right nowFortune · July 16, 2026Warsh's Fed plan means it's time to read the bond market backward, says Morgan Stanley chiefMorgan Stanley · July 16, 2026E*TRADE Launches Crypto Spot TradingInvesting.com · June 21, 2026Gold faces hurdle on path to $5,200 as hawkish Fed dampens ETF demand, MS saysStock Titan · June 16, 2026Morgan Stanley spends £1.045B on 3,200 London rental homes
Benzinga · July 17, 2026Morgan Stanley CFO Sharon Yeshaya Reports Sale Of 15,554 Shares Of Co's Common Stock At An Average Price Of $222.51/Share
Benzinga · July 17, 2026BMO Capital Maintains Outperform on Morgan Stanley, Raises Price Target to $250
Benzinga · July 17, 2026Citigroup Maintains Neutral on Morgan Stanley, Raises Price Target to $235
Mt Newswire · July 17, 2026Citigroup Adjusts Price Target on Morgan Stanley to $235 From $220, Maintains Neutral Rating
Mt Newswire · July 17, 2026Evercore ISI Adjusts Price Target on Morgan Stanley to $240 From $233, Maintains Outperform Rating
Mt Newswire · July 17, 2026CICC Adjusts Price Target on Morgan Stanley to $245 From $200, Maintains Outperform Rating
Mt Newswire · July 17, 2026BMO Capital Adjusts Price Target on Morgan Stanley to $250 From $240, Maintains Outperform Rating
Benzinga · July 16, 2026JP Morgan Maintains Neutral on Morgan Stanley, Raises Price Target to $195

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