Via News Knowledge File

Morgan Stanley & Co. LLC

organization80% conf.·synced Aug 14, 2026

Financial advisor to Avadel in the proposed transaction

sourced metrics

1036

relationships

stated objectives

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

Stock Return Ytd

20.1%

Aug 13, 2026reference only

Price 52 Week High

228.55USD

Aug 13, 2026reference only

Market Cap

342980266847USD

Aug 13, 2026reference only

Price 52 Week Low

144.04USD

Aug 13, 2026reference only

Stock Price

218.38USD

Aug 13, 2026reference only

Shares Outstanding

1570566292.0shares

Jul 31, 2026reference only

Total Liabilities

1557617000000.0USD

Jun 30, 2026reference only

Stockholders Equity

116329000000.0USD

Jun 30, 2026reference only

Net Income

5581000000.0USD

Jun 30, 2026reference only

Total Assets

1675057000000.0USD

Jun 30, 2026reference only

Eps

3.46USD_per_share

Jun 30, 2026reference only

Operating Cash Flow

-9845000000.0USD

Jun 30, 2026reference only

Cash

160135000000.0USD

Jun 30, 2026reference only

Equities Trading Revenue

5.15USD

Apr 15, 2026source

Financial Advisors

16000employees

Apr 11, 2026source

Price Target

7800index_level

Apr 1, 2026source

Forward Pe Ratio

15.79ratio

Apr 1, 2026source

Advisory Fees

883.7USD

Mar 31, 2026source

Stated objectives

Morgan Stanley is increasing focus on less capital market-dependent operations and enhanced capital distribution activities to support growth and reflect solid balance sheet strength

source

stated

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

Relationship graph · 1036 connections

Covered by

482

Employs

239

rates

underwrites

Competes with

subsidiary of

Developed by

regulates

Via News coverage

North European Oil Royality Trust, MFS Special Value Trust, Another 8 Companies Have A High Estimated Dividend Yield

March 2, 2024

Alexander & Baldwin And 4 Other Stocks Have Very High Payout Ratio

October 6, 2021

Manhattan Bridge Capital, Inc And 5 Other Stocks Have Very High Payout Ratio

January 17, 2021

Nordson Corporation And 3 Other Stocks Have High Sales Growth And An Above 3% Return on Equity

December 24, 2020

ShotSpotter, Inc. And 4 Other Stocks Have High Sales Growth And An Above 3% Return on Equity

December 21, 2020

Afya Limited And 7 Other Stocks Have High Sales Growth And An Above 3% Return on Equity

December 20, 2020

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 →