Morgan Stanley Company Insiders
| MS Stock | USD 93.78 0.02 0.02% |
Slightly above 94 percent of Morgan Stanley's insiders are activelly selling. The analysis of insider sentiment suggests that a very large number of Morgan Stanley insiders are, at present, panicking. Morgan Stanley employs about 79.6 K people. The company is managed by 52 executives with a total tenure of roughly 315 years, averaging almost 6.0 years of service per executive, having 1530.96 employees per reported executive.
| James Gorman Chairman Chairman of the Board, Chief Executive Officer |
| Eric Grossman President Chief Legal Officer, Executive Vice President |
Morgan Stanley's Insider Buying Vs Selling
6
Selling | Buying |
Latest Trades
| 2024-04-18 | James P Gorman | Disposed 100000 @ 90.21 | View | ||
| 2024-04-17 | Charles Aubrey Smith III | Disposed 11200 @ 90.09 | View | ||
| 2024-02-12 | James P Gorman | Disposed 100000 @ 87.3 | View | ||
| 2024-02-01 | Josh Gottheimer | Disposed @ 86.82 | |||
| 2024-01-30 | Raja Akram | Disposed 4500 @ 87.41 | View | ||
| 2024-01-25 | James P Gorman | Disposed 50000 @ 87.93 | View | ||
| 2024-01-19 | Andrew M Saperstein | Disposed 10000 @ 84.13 | View | ||
| 2024-01-18 | Raja Akram | Disposed 7000 @ 83.56 | View | ||
| 2023-10-24 | Greg Stanton | Disposed @ 71.56 | |||
| 2023-10-05 | Stanley Morgan | Disposed 135 @ 50000 | View | ||
| 2023-09-26 | Greg Stanton | Acquired @ 82.17 | |||
| 2023-09-08 | Lois Frankel | Disposed @ 84.94 | |||
| 2023-07-26 | Lois Frankel | Disposed @ 93.56 | |||
| 2023-07-24 | James P Gorman | Disposed 125000 @ 95.19 | View | ||
| 2023-07-19 | Raja Akram | Disposed 13500 @ 92 | View |
Monitoring Morgan Stanley's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Acquired vs Disposed
Filed vs Not Filed
Insider sentiment refers to the collective sentiment or feeling of Morgan Stanley's insiders - typically its officers, directors, and beneficial owners holding more than a certain percentage of the company's stock - about the future prospects of Morgan Stanley. This sentiment is often gauged based on the trading activities of these insiders. If insiders are purchasing more shares of their own company, it may be interpreted as a bullish sentiment, indicating that they believe Morgan Stanley's stock will rise in value. Conversely, if insiders are selling shares, it might be seen as bearish, suggesting they expect the stock price to drop.
Morgan |
Morgan Stanley's latest congressional trading
Congressional trading in companies like Morgan Stanley, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Morgan Stanley by those in governmental positions are based on the same information available to the general public.
| 2024-02-01 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2023-10-24 | Representative Greg Stanton | Acquired Under $15K | Verify | ||
| 2023-09-08 | Representative Lois Frankel | Acquired Under $15K | Verify | ||
| 2023-06-28 | Representative Michael Patrick Guest | Acquired Under $15K | Verify | ||
| 2023-05-26 | Representative Zoe Lofgren | Acquired Under $15K | Verify | ||
| 2023-02-16 | Representative David Trone | Acquired $100K to $250K | Verify | ||
| 2022-11-04 | Representative William R. Keating | Acquired $15K to $50K | Verify | ||
| 2022-06-28 | Representative John Curtis | Acquired Under $15K | Verify | ||
| 2022-03-23 | Representative Kevin Hern | Disposed $250K to $500K | Verify | ||
| 2022-01-07 | Representative Thomas Suozzi | Acquired $50K to $100K | Verify | ||
| 2021-06-14 | Representative Ro Khanna | Acquired Under $15K | Verify | ||
| 2021-03-05 | Representative John A. Yarmuth | Acquired Under $15K | Verify | ||
| 2021-03-01 | Representative Debbie Dingell | Acquired $15K to $50K | Verify | ||
| 2021-03-01 | Representative Michael T. McCaul | Disposed $100K to $250K | Verify | ||
| 2021-02-16 | Representative Peter Meijer | Acquired Under $15K | Verify | ||
| 2020-04-02 | Representative Dean Phillips | Acquired Under $15K | Verify | ||
| 2020-03-18 | Representative Gilbert Cisneros | Acquired Under $15K | Verify | ||
| 2018-04-24 | Senator Shelley M Capito | Acquired Under $15K | Verify | ||
| 2018-04-24 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2017-06-15 | Senator Patty Murray | Acquired Under $15K | Verify |
Morgan Stanley Management Team Effectiveness
At this time, Morgan Stanley's Return On Tangible Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.01 in 2024, whereas Return On Capital Employed is likely to drop 0.01 in 2024. At this time, Morgan Stanley's Other Assets are comparatively stable compared to the past year. Other Current Assets is likely to gain to about 719.5 B in 2024, whereas Non Current Assets Total are likely to drop slightly above 22.6 B in 2024. Morgan Stanley's management efficiency ratios could be used to measure how well Morgan Stanley manages its routine affairs as well as how well it operates its assets and liabilities.Net Income Applicable To Common Shares is likely to gain to about 12.7 B in 2024, whereas Common Stock Shares Outstanding is likely to drop slightly above 1.2 B in 2024.
Morgan Stanley Workforce Comparison
Morgan Stanley is considered to be number one stock in number of employees category among related companies. The total workforce of Financials industry is now estimated at about 141,808. Morgan Stanley totals roughly 79,610 in number of employees claiming about 56% of equities under Financials industry.
Morgan Stanley Profit Margins
The company has Net Profit Margin (PM) of 0.17 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.35 %, which signifies that for every $100 of sales, it has a net operating income of $0.35.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.74 | 0.89 |
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| Pretax Profit Margin | 0.18 | 0.2331 |
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Morgan Stanley Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Morgan Stanley insiders, such as employees or executives, is commonly permitted as long as it does not rely on Morgan Stanley's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Morgan Stanley insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
| Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
|---|---|---|---|---|---|
| 2024-03-01 | 0.5357 | 15 | 28 | 1,108,913 | 1,044,755 |
| 2023-12-01 | 6.0 | 6 | 1 | 338,558 | 1,238 |
| 2023-06-01 | 2.1429 | 15 | 7 | 38,136 | 64,392 |
| 2023-03-01 | 0.5 | 17 | 34 | 1,176,783 | 1,264,929 |
| 2022-12-01 | 4.0 | 4 | 1 | 2,694 | 635.00 |
| 2022-06-01 | 2.0 | 16 | 8 | 60,214 | 31,427 |
| 2022-03-01 | 0.7143 | 20 | 28 | 1,618,496 | 942,869 |
| 2021-12-01 | 1.3333 | 4 | 3 | 2,580 | 51,549 |
| 2021-06-01 | 5.3333 | 16 | 3 | 5,204,452 | 93,162 |
| 2021-03-01 | 0.5806 | 18 | 31 | 1,439,896 | 964,262 |
| 2020-12-01 | 0.7692 | 10 | 13 | 66,475 | 1,024,387 |
| 2020-06-01 | 3.0 | 21 | 7 | 116,057 | 18,492 |
| 2020-03-01 | 0.88 | 22 | 25 | 970,473 | 6,088,855 |
| 2019-12-01 | 0.4286 | 6 | 14 | 9,054 | 5,931,289 |
| 2019-09-01 | 1.8 | 9 | 5 | 179.37 | 9,472,670 |
| 2019-06-01 | 3.6 | 18 | 5 | 76,736 | 7,024,850 |
| 2019-03-01 | 0.6071 | 17 | 28 | 1,177,779 | 8,779,317 |
| 2018-12-01 | 1.3333 | 12 | 9 | 386,609 | 7,397,730 |
| 2018-09-01 | 0.5714 | 4 | 7 | 394,128 | 6,735,378 |
| 2018-06-01 | 1.7 | 17 | 10 | 307,311 | 6,703,139 |
| 2018-03-01 | 0.5926 | 16 | 27 | 691,833 | 893,191 |
| 2017-12-01 | 0.5 | 5 | 10 | 5,668 | 121,673 |
| 2017-09-01 | 0.75 | 3 | 4 | 214,488 | 454,728 |
| 2017-06-01 | 2.8333 | 17 | 6 | 277,610 | 427,829 |
| 2017-03-01 | 0.6667 | 16 | 24 | 1,287,102 | 1,431,635 |
| 2016-12-01 | 0.5588 | 19 | 34 | 1,601,398 | 3,396,441 |
| 2016-09-01 | 0.2632 | 5 | 19 | 330,870 | 903,252 |
| 2016-06-01 | 3.4 | 17 | 5 | 113,314 | 28,579 |
| 2016-03-01 | 0.7727 | 17 | 22 | 1,368,368 | 756,551 |
| 2015-12-01 | 2.3333 | 7 | 3 | 6,476 | 3,548 |
| 2015-09-01 | 0.6667 | 2 | 3 | 0.05 | 42,464 |
| 2015-06-01 | 1.25 | 15 | 12 | 75,489 | 176,301 |
| 2015-03-01 | 0.8095 | 17 | 21 | 1,204,743 | 835,161 |
| 2014-12-01 | 0.75 | 12 | 16 | 617,843 | 669,452 |
| 2014-09-01 | 0.4211 | 8 | 19 | 1,139,500 | 1,369,743 |
| 2014-06-01 | 2.0 | 20 | 10 | 229,590 | 173,101 |
| 2014-03-01 | 0.8333 | 20 | 24 | 1,031,274 | 770,340 |
| 2013-12-01 | 0.75 | 6 | 8 | 5,796 | 28,125 |
| 2013-09-01 | 0.5 | 1 | 2 | 7,146 | 23,655 |
| 2013-06-01 | 3.5 | 14 | 4 | 118,943 | 116,178 |
| 2013-03-01 | 0.4828 | 14 | 29 | 2,616,544 | 759,204 |
| 2012-12-01 | 1.5 | 3 | 2 | 8,414 | 12,027 |
| 2012-06-01 | 6.5 | 13 | 2 | 184,273 | 2,397 |
| 2012-03-01 | 0.5 | 9 | 18 | 1,339,309 | 382,845 |
| 2011-12-01 | 1.5 | 3 | 2 | 9,329 | 12,994 |
| 2011-09-01 | 2.5 | 5 | 2 | 185,000 | 8,000 |
| 2011-06-01 | 2.3333 | 14 | 6 | 385,572,117 | 7,904,198 |
| 2011-03-01 | 1.0 | 22 | 22 | 2,316,525 | 207,916 |
| 2010-12-01 | 1.0 | 4 | 4 | 34,132 | 217,614 |
| 2010-09-01 | 0.0833 | 1 | 12 | 40,339 | 25,468,174 |
| 2010-06-01 | 1.6667 | 10 | 6 | 83,668 | 26,166 |
| 2010-03-01 | 0.5 | 15 | 30 | 1,384,051 | 1,200,523 |
| 2009-12-01 | 0.3333 | 1 | 3 | 79,000 | 35,471 |
| 2009-09-01 | 0.25 | 1 | 4 | 7,298 | 21,241 |
| 2009-06-01 | 1.6667 | 15 | 9 | 46,676,444 | 754,807 |
| 2008-12-01 | 4.0 | 4 | 1 | 115,727 | 310,464,033 |
| 2008-09-01 | 0.5 | 1 | 2 | 34.81 | 18,965 |
| 2008-06-01 | 20.0 | 20 | 1 | 69,953 | 10,350 |
| 2007-12-01 | 0.381 | 8 | 21 | 607,477 | 1,384,972 |
| 2007-09-01 | 0.0253 | 2 | 79 | 12,552 | 67,906 |
| 2007-06-01 | 1.7391 | 40 | 23 | 86,662 | 148,307 |
| 2007-03-01 | 0.1429 | 6 | 42 | 413,937 | 883,721 |
| 2006-12-01 | 1.2174 | 28 | 23 | 1,698,935 | 201,483 |
| 2006-09-01 | 0.6154 | 8 | 13 | 7,794 | 74,695 |
| 2006-06-01 | 1.0588 | 18 | 17 | 123,668 | 42,022 |
| 2006-03-01 | 0.9286 | 13 | 14 | 865,684 | 619,808 |
| 2005-12-01 | 1.4545 | 32 | 22 | 2,801,940 | 97,957 |
| 2005-09-01 | 1.0 | 7 | 7 | 200,136 | 106,135 |
| 2005-06-01 | 3.0 | 3 | 1 | 712,918 | 8,000 |
| 2005-03-01 | 1.1786 | 33 | 28 | 882,783 | 1,403,834 |
| 2004-12-01 | 0.8846 | 23 | 26 | 2,419,559 | 984,803 |
| 2004-09-01 | 0.4286 | 12 | 28 | 1,671,400 | 2,542,501 |
| 2004-03-01 | 0.3 | 18 | 60 | 1,900,882 | 1,621,973 |
| 2003-12-01 | 0.7193 | 41 | 57 | 3,274,312 | 667,709 |
| 2003-09-01 | 0.5 | 5 | 10 | 2,806,485 | 236,113 |
Morgan Stanley Notable Stakeholders
A Morgan Stanley stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Morgan Stanley often face trade-offs trying to please all of them. Morgan Stanley's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Morgan Stanley's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| James Gorman | Chairman of the Board, Chief Executive Officer | Profile | |
| Clint Gartin | Chairman Banking | Profile | |
| Eric Grossman | Chief Legal Officer, Executive Vice President | Profile | |
| Jonathan Pruzan | Chief Financial Officer, Executive Vice President | Profile | |
| Colm Kelleher | Executive Vice President and Presidentident - Institutional Securities | Profile | |
| Keishi Hotsuki | Executive Vice President, Chief Risk Officer | Profile | |
| Jeffrey Brodsky | Chief Human Resource Officer, Executive Vice President | Profile | |
| Gregory Fleming | Executive Vice President and Presidentident - Asset Management and Presidentident - Global Wealth Management Group | Profile | |
| Sharon Yeshaya | Chief Financial Officer | Profile | |
| James JD | COO | Profile | |
| James Rosenthal | COO, Executive VP and Member of Operating Committee | Profile | |
| Ryosuke Tamakoshi | Director | Profile | |
| Judith Miscik | Independent Director | Profile | |
| Mary Schapiro | Independent Director | Profile | |
| Erskine Bowles | Lead Independent Director | Profile | |
| Hutham Olayan | Independent Director | Profile | |
| Patrick Willcutts | Corporate Retirement Director | Profile | |
| Jami Miscik | Independent Director | Profile | |
| Perry Traquina | Independent Director | Profile | |
| Alistair Darling | Independent Director | Profile | |
| Thomas Glocer | Lead Independent Director | Profile | |
| Donald Nicolaisen | Independent Director | Profile | |
| Dennis Nally | Independent Director | Profile | |
| Rayford Wilkins | Independent Director | Profile | |
| Nobuyuki Hirano | Director | Profile | |
| Robert Herz | Independent Director | Profile | |
| James Owens | Independent Director | Profile | |
| Laura Tyson | Independent Director | Profile | |
| Elizabeth Corley | Independent Director | Profile | |
| Klaus Kleinfeld | Independent Director | Profile | |
| Simon Evenson | Managing Director | Profile | |
| Stanislav Liberman | Managing Director | Profile | |
| Stephen Popovchak | Managing Director | Profile | |
| Robyn Goldschmid | Managing Director | Profile | |
| Shelley Leibowitz | Independent Director | Profile | |
| Hironori Kamezawa | Director | Profile | |
| Erika James | Independent Director | Profile | |
| Edward Pick | Head - Institutional Securities | Profile | |
| Mandell Crawley | Chief Human Resource Officer | Profile | |
| Marc Sgaraglino | Managing Director | Profile | |
| James Boustead | Compliance Legal | Profile | |
| Michael Pizzi | Head Technology | Profile | |
| Daniel Simkowitz | Head of Investment Management | Profile | |
| Stephen Luczo | Independent Director | Profile | |
| Simon Herrmann | Head Group | Profile | |
| Sachin Wagle | CoHead India | Profile | |
| Takeshi Ogasawara | Director | Profile | |
| Michael Wilson | Chief Officer | Profile | |
| Sarah CFA | MD Centers | Profile | |
| Andrew Saperstein | Head - Wealth Management | Profile | |
| Robert Rooney | Head of Technology - Operations and Firm Resilience | Profile | |
| Raja Akram | Deputy Officer | Profile |
About Morgan Stanley Management Performance
The success or failure of an entity such as Morgan Stanley often depends on how effective the management is. Morgan Stanley management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Morgan management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Morgan management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.09 | 0.17 |
The data published in Morgan Stanley's official financial statements usually reflect Morgan Stanley's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Morgan Stanley. For example, before you start analyzing numbers published by Morgan accountants, it's critical to develop an understanding of what Morgan Stanley's liquidity, profitability, and earnings quality are in the context of the Capital Markets space in which it operates.
Please note, the presentation of Morgan Stanley's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Morgan Stanley's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Morgan Stanley's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Morgan Stanley. Please utilize our Beneish M Score to check the likelihood of Morgan Stanley's management manipulating its earnings.
Morgan Stanley Workforce Analysis
Traditionally, organizations such as Morgan Stanley use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Morgan Stanley within its industry.Morgan Stanley Manpower Efficiency
Return on Morgan Stanley Manpower
| Revenue Per Employee | 636.4K | |
| Revenue Per Executive | 974.4M | |
| Net Income Per Employee | 115.9K | |
| Net Income Per Executive | 177.5M |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morgan Stanley. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
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When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.
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Is Morgan Stanley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. If investors know Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.188 | Dividend Share 3.4 | Earnings Share 5.5 | Revenue Per Share 33.686 | Quarterly Revenue Growth 0.06 |
The market value of Morgan Stanley is measured differently than its book value, which is the value of Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of Morgan Stanley's value that differs from its market value or its book value, called intrinsic value, which is Morgan Stanley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morgan Stanley's market value can be influenced by many factors that don't directly affect Morgan Stanley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morgan Stanley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morgan Stanley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.