Via News Knowledge File

Morgan Stanley & Co. LLC

organization80% conf.·synced Jul 5, 2026

Financial advisor to Avadel in the proposed transaction

sourced metrics

964

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 Price

35USD

May 6, 2026source

Equities Trading Revenue

5.15USD

Apr 15, 2026source

Financial Advisors

16000employees

Apr 11, 2026source

Forward Pe Ratio

15.79ratio

Apr 1, 2026source

Price Target

7800index_level

Apr 1, 2026source

Fixed Income Trading Revenue

2.9USD

Mar 31, 2026source

Eps

3.08USD

Mar 31, 2026source

Net Interest Income

2.58USD

Mar 31, 2026source

Total Underwriting Fees

6.7percent_growth_yoy

Mar 31, 2026source

Advisory Fees

883.7USD

Mar 31, 2026source

Equity Trading Revenue

4.74USD

Mar 31, 2026source

Net Income

5.57USD

Mar 31, 2026source

Investment Banking Income

29.5percent_growth_yoy

Mar 31, 2026source

Compensation Expenses

8.54USD

Mar 31, 2026source

Total Expenses

13.47USD

Mar 31, 2026source

Non Compensation Expenses

4.93USD

Mar 31, 2026source

Fixed Income Underwriting Fees

667.3USD

Mar 31, 2026source

Equity Underwriting Fees

395.2USD

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 · 964 connections

Covered by

470

Employs

209

rates

underwrites

Competes with

subsidiary of

Developed by

advises

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 →