FY2027 EPS Estimates for Morgan Stanley Boosted by Analyst

Morgan Stanley (NYSE:MS) – Equities research analysts at Erste Group Bank increased their FY2027 earnings estimates for Morgan Stanley in a research report issued to clients and investors on Wednesday, July 15th. Erste Group Bank analyst H. Engel now expects that the financial services provider will earn $12.88 per share for the year, up from their prior forecast of $12.80. Erste Group Bank has a “Buy” rating on the stock. The consensus estimate for Morgan Stanley’s current full-year earnings is $12.14 per share.

Morgan Stanley (NYSE:MS) last posted its quarterly earnings data on Wednesday, July 15th. The financial services provider reported $3.46 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.57. Morgan Stanley had a return on equity of 19.51% and a net margin of 15.65%.The business had revenue of $21.35 billion for the quarter, compared to analyst estimates of $19.67 billion. During the same period in the previous year, the company posted $2.13 earnings per share. The firm’s revenue for the quarter was up 27.1% on a year-over-year basis.

Other research analysts also recently issued reports about the company. Dbs Bank lifted their price target on Morgan Stanley from $185.00 to $220.00 in a research report on Thursday, May 7th. The Goldman Sachs Group increased their price objective on Morgan Stanley from $211.00 to $233.00 and gave the company a “neutral” rating in a research report on Monday, July 6th. Zacks Research downgraded shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, May 27th. JPMorgan Chase & Co. boosted their target price on shares of Morgan Stanley from $187.00 to $195.00 and gave the stock a “neutral” rating in a research report on Thursday. Finally, BMO Capital Markets upped their target price on shares of Morgan Stanley from $240.00 to $250.00 and gave the company an “outperform” rating in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $220.80.

Morgan Stanley Price Performance

Shares of NYSE:MS opened at $215.27 on Friday. The business has a 50 day moving average price of $211.69 and a 200 day moving average price of $188.71. Morgan Stanley has a twelve month low of $136.17 and a twelve month high of $232.25. The company has a market cap of $339.54 billion, a price-to-earnings ratio of 17.40, a PEG ratio of 1.63 and a beta of 1.23. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 3.52.

Institutional Investors Weigh In On Morgan Stanley

Several institutional investors and hedge funds have recently bought and sold shares of MS. Purpose Unlimited Inc. acquired a new stake in shares of Morgan Stanley during the 4th quarter valued at about $25,000. Motiv8 Investments LLC acquired a new position in Morgan Stanley in the fourth quarter worth about $25,000. Olistico Wealth LLC acquired a new position in Morgan Stanley in the fourth quarter worth about $27,000. Marquette Asset Management LLC lifted its stake in Morgan Stanley by 143.4% during the second quarter. Marquette Asset Management LLC now owns 129 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 76 shares during the period. Finally, Lodestone Wealth Management LLC bought a new position in Morgan Stanley during the fourth quarter worth about $28,000. Institutional investors own 84.19% of the company’s stock.

Insider Buying and Selling at Morgan Stanley

In other news, insider Eric F. Grossman sold 11,118 shares of Morgan Stanley stock in a transaction that occurred on Monday, April 20th. The stock was sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the sale, the insider owned 169,403 shares of the company’s stock, valued at approximately $32,313,622.25. This trade represents a 6.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.17% of the company’s stock.

Morgan Stanley announced that its board has authorized a share repurchase plan on Wednesday, June 24th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the financial services provider to purchase up to 5.6% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its shares are undervalued.

Morgan Stanley Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be given a $1.15 dividend. The ex-dividend date is Friday, July 31st. This represents a $4.60 dividend on an annualized basis and a dividend yield of 2.1%. This is an increase from Morgan Stanley’s previous quarterly dividend of $1.00. Morgan Stanley’s dividend payout ratio is 36.23%.

Morgan Stanley News Summary

Here are the key news stories impacting Morgan Stanley this week:

• Positive Sentiment: Morgan Stanley reported blockbuster Q2 2026 results, with record net revenues of about $21.3 billion and earnings that beat expectations, reinforcing confidence in the company’s core businesses. Morgan Stanley (MS) Q2 2026 Earnings Call Highlights: Record Revenues and Strategic Growth …
• Positive Sentiment: The board declared a quarterly dividend of $1.15 per share, a 15% increase from the prior quarter, which signals confidence in earnings power and capital return capacity.
• Positive Sentiment: Analysts turned more constructive after the earnings release, with Keefe, Bruyette & Woods raising its price target to $250 and Erste Group lifting FY2027 EPS estimates, suggesting more upside may remain. Morgan Stanley had its price target raised by Keefe, Bruyette & Woods from $225.00 to $250.00
• Neutral Sentiment: New reports also pointed to Morgan Stanley’s E*TRADE crypto rollout and AI-related market activity, which could help broaden its platform appeal over time but are not likely the main short-term drivers of the stock move.
• Negative Sentiment: Some articles noted a downgrade-style view from Seeking Alpha and a JPMorgan target below the current share price, which may temper enthusiasm at the margin even after the strong earnings beat. Morgan Stanley Maintains Hold on Comstock Resources, Keeps Price Target Unchanged at $16 Amid Cash Outspend and Funding Concerns

Morgan Stanley Company Profile

Morgan Stanley (NYSE: MS) is a global financial services firm headquartered in New York City. Founded in 1935 by Henry S. Morgan and Harold Stanley, the company provides a broad range of investment banking, securities, wealth management and investment management services to corporations, governments, institutions and individual investors. Leadership has been guided by a senior executive team and board of directors; James P. Gorman has served as the company’s chief executive and chairman in recent years.

The firm’s primary business activities are organized around three principal businesses: Institutional Securities, Wealth Management and Investment Management.