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Morgan Stanley & Co. LLC

organization80% conf.·synced Nov 4, 2026

Financial advisor to Avadel in the proposed transaction

60
sourced metrics
1100
relationships
20
stated objectives
6
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Price 52 Week High
228.55USD
Nov 3, 2026reference only
Stock Return Ytd
2.3%
Nov 3, 2026reference only
Price 52 Week Low
154.37USD
Nov 3, 2026reference only
Market Cap
292266681278USD
Nov 3, 2026reference only
Stock Price
186.09USD
Nov 3, 2026reference only
Shares Outstanding
1570566292.0shares
Jul 31, 2026reference only
Eps
3.46USD_per_share
Jun 30, 2026reference only
Cash
160135000000.0USD
Jun 30, 2026reference only
Total Liabilities
1557617000000.0USD
Jun 30, 2026reference only
Net Income
5581000000.0USD
Jun 30, 2026reference only
Stockholders Equity
116329000000.0USD
Jun 30, 2026reference only
Total Assets
1675057000000.0USD
Jun 30, 2026reference only
Operating Cash Flow
-7098000000.0USD
Mar 31, 2026reference only

Stated objectives

Morgan Stanley increasing focus on less capital market-dependent operations to aid growth and enhance capital distribution activities

source
stated

Achieve ROTCE in the low to mid-20s over time through synergies and capital deployment

source
target: low-to-mid-20s stated

New recommended portfolio allocation: 60% stocks, 20% fixed income, 20% gold

source
target: 60/20/20 stated

Path to over $10 trillion in client assets

source
target: 10 stated

Sustained 20%+ ROTCE through market cycles

source
target: 20 stated

Ability to generate 17.5% ROTCE in challenging environment with earnings below $8

source
target: 17.5 stated

Scale AI tools throughout the enterprise and client base

source
stated

Institutional trading wallet growth of 5-10% per annum

source
target: 5-10 stated

Recommend investors shift from 60/40 stocks/bonds to 60/20/20 stocks/fixed income/gold allocation

source
target: 60% stocks, 20% fixed income, 20% gold stated

S&P 500 to reach 7,500 by year-end 2026

source
target: 7500 by 2026-12-31 00:00:00stated

Relationship graph · 1100 connections

Covered by
487
Employs
269
rates
78
underwrites
46
Competes with
42
subsidiary of
34
Developed by
17
regulates
14
headquartered in
United StatesNew York
interviewed by
Stanley Druckenmiller
financed by
xAI

Where sources disagree

We surface conflicts between sources rather than hiding them.

value conflictunresolved

Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.

source B
value conflictunresolved

The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.

source B
value conflictunresolved

Same entity (Morgan Stanley & Co. LLC), same metric (net_income), same fiscal period (Q1 2026), same observation date (2026-03-31), but vastly different values: $5.567 billion vs. $5.57. These cannot coexist for the same time period. Fact B appears to be a data entry error (possible missing decimal placement: 5.57 should likely be 5,567,000,000 or a per-share figure incorrectly entered as total).

source B

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This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Moves Into Devices, Security and Platforms: Physical AI Data, On-Device Compute and Agent Governance Drive a Late-October Product Wave
In late October 2026, vendors across hardware, enterprise software and security launched products built around AI moving out of the cloud and into devices, workflows and physical systems. Examples include NVIDIA RTX Spark laptops with Adobe, ASUS and Windows support for local and hybrid AI, and Harvest Praxis and Encord on embodied or physical AI. Enterprise software and security vendors (Salesforce–Braze, Fortinet, ServiceNow, Cisco, Intuit) are consolidating AI-driven customer data, adding inline AI security and agent governance, and embedding AI in financial and accounting workflows. The finance link is indirect: it rests on M&A, fintech-adjacent AI tooling and the capital flowing into physical AI. No regulatory driver appears in the facts.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
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facts traced to their source — and we flag the ones that don't hold up.
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