On Oct 18, major Wall Street analysts update their ratings for $Morgan Stanley (MS.US)$, with price targets ranging from $121 to $135.
Barclays analyst Jason Goldberg maintains with a buy rating, and adjusts the target price from $121 to $135.
Jefferies analyst Daniel Fannon maintains with a buy rating, and adjusts the target price from $120 to $135.
Evercore analyst Glenn Schorr maintains with a buy rating, and adjusts the target price from $115 to $133.
Oppenheimer analyst Chris Kotowski maintains with a hold rating.
Seaport Global analyst James Mitchell maintains with a hold rating.
Furthermore, according to the comprehensive report, the opinions of $Morgan Stanley (MS.US)$'s main analysts recently are as follows:
Morgan Stanley's third-quarter earnings surpassed expectations, supported by a comprehensive revenue outperformance and a positive future outlook.
Following the third-quarter earnings surpassing expectations, analysis shows that the Wealth business of the company exhibited stronger than anticipated net new assets, fee-based flows, and net interest income. Additionally, it has been noted that there has been a significant improvement in sweep deposit outflows subsequent to the initial rate reductions. The company also pointed out an acceleration in mortgage loan growth, with expectations for increased securities based lending, attributing this to a more favorable equity environment in the context of lower interest rates.
Post-Q3 report, there has been an upward revision of EPS estimates for the final quarter and the year 2025, reflecting the company's robust performance. This improvement is attributed to the efficient cost management, the progressive trend in wealth management, and the overall positive impact of recent results.
Following a strong Q3 earnings report, it is observed that the company's multifaceted investment services business model, which includes Institutional Securities, Wealth Management, and Investment Management, has produced solid outcomes. The forefront of this success can be attributed to its exceptional investment banking and trading operations. In light of the company's robust excess capital situation, it is anticipated that management will reciprocate to shareholders through common share buybacks and augmented dividends.
The firm's strong across-the-board performance prompts questions regarding the sustainability of net new asset growth, the sluggish long-term investment management inflows noted over the last twelve months, the forecast for net interest income following the second quarter, and the extent to which capital markets might maintain their improvement.
Here are the latest investment ratings and price targets for $Morgan Stanley (MS.US)$ from 6 analysts:
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美东时间10月18日，多家华尔街大行更新了$摩根士丹利 (MS.US)$的评级，目标价介于121美元至135美元。
巴克莱银行分析师Jason Goldberg维持买入评级，并将目标价从121美元上调至135美元。
富瑞集团分析师Daniel Fannon维持买入评级，并将目标价从120美元上调至135美元。
Evercore分析师Glenn Schorr维持买入评级，并将目标价从115美元上调至133美元。
奥本海默控股分析师Chris Kotowski维持持有评级。
Seaport Global分析师James Mitchell维持持有评级。
此外，综合报道，$摩根士丹利 (MS.US)$近期主要分析师观点如下：
摩根士丹利第三季度盈利超出预期，得益于全面的营业收入表现和积极的未来前景。
第三季度盈利超出预期后，分析显示，该公司的财富业务展现出强大的净新增资产、基于费用的流动和净利息收入，均表现强于预期。此外，还注意到，随着最初的利率降低后，清算存款流出有了显著改善。公司还指出，抵押贷款增长加速，预计证券质押贷款将增加，将此归因于更有利的股权环境以及较低利率背景下的情况。
发布第三季度报告后，对于最后一季度和2025年的每股收益预期已有上调，反映了公司强劲的表现。这一改善归因于有效的成本管理、财富管理的逐步发展趋势，以及近期成果的整体积极影响。
根据强劲的第三季度盈利报告，可以观察到该公司多元化的投资服务业务模型，包括机构证券、财富管理和投资管理，产生了良好的成果。这一成功的前沿可以归因于卓越的投资银行业务和交易业务。鉴于公司强劲的过剩资本状况，预计管理层将通过普通股回购和增加股息回馈股东。
公司在各项业务表现强劲，引发关于净新增资产增长的可持续性、过去十二个月中记录的低迷长期投资管理流入、第二季度后净利息收入预测以及资本市场可能保持改善程度的疑问。
以下为今日6位分析师对$摩根士丹利 (MS.US)$的最新投资评级及目标价：
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