NYSE: MS - Morgan Stanley

Rentabilität für sechs Monate: +16.22%
Sektor: Financials

Aktionsplan Morgan Stanley

Erweiterter Zeitplan Einfaches Diagramm
Financial Markets by TradingView

Über das Unternehmen

Morgan Stanley — американский финансовый конгломерат (инвестиционный банк до сентября 2008 года). Базируется в Нью-Йорке. Владеет крупнейшим брокерским бизнесом в мире. Основными направлениями деятельности Morgan Stanley являются консультации по вопросам слияний и поглощений, размещение акций и облигаций, торговля на фондовых и других биржах, управление активами. С 2011 года входит в число глобально системно значимых банков. В 1933 году в США был принят закон Гласа-Стиголла, запрещавший коммерческим банкам заниматься инвестиционной деятельностью.

weitere details
Чтобы соответствовать этому закону, банку J.P. Morgan & Co. пришлось выделить свою инвестиционную деятельность в отдельный банк, получивший название Morgan Stanley по фамилиям его основателей, Генри Моргана, внука Джона Пирпонта Моргана) и Харольда Стэнли. Новый банк начал работу 16 сентября 1935 года.
Zur Vergleichsliste hinzufügen
Auf die Beobachtungsliste
Zum Portfolio hinzufügen
Preishinweis hinzufügen

IPO date 1993-02-23
ISIN US6174464486
Industry Capital Markets
Sector Financials
Валюта usd
Валюта отчета usd
Див.доход ао 3.04
Дивиденд ао 2.7
Сайт https://www.morganstanley.com
Цена ао 123.45
Preisänderung pro Tag: 0% (123.45)
Preisänderung pro Woche: -4.03% (128.64)
Preisänderung pro Monat: -3.49% (127.91)
Preisänderung über 3 Monate: +9.95% (112.28)
Preisänderung über sechs Monate: +16.22% (106.22)
Preisänderung pro Jahr: +37.63% (89.7)
Preisänderung über 3 Jahre: +40.44% (87.9)
Preisänderung über 5 Jahre: +112.95% (57.97)
Preisänderung über 10 Jahre: +406.36% (24.38)
Preisänderung seit Jahresbeginn: -2.84% (127.06)
Alle Parameter

Unterschätzung

Name Bedeutung Grad
P/S 2.84 6
P/BV 1.52 8
P/E 16.74 7
EV/EBITDA 23.02 5
Gesamt: 8

Effizienz

Name Bedeutung Grad
ROA, % 0.7613 1
ROE, % 9.18 3
Gesamt: 3.5

Dividenden

Name Bedeutung Grad
Div yield, % 3.5 8.75
DSI 0.9286 9.29
Gesamt: 8.39

Pflicht

Name Bedeutung Grad
Debt/EBITDA 17.2 0
Gesamt: 2

Wachstumsimpuls

Name Bedeutung Grad
Rentabilität Revenue, % 37.71 5
Rentabilität Ebitda, % -9.92 0
Rentabilität EPS, % 0.1934 1
Gesamt: 1.4
Weitere Details

Dividende, % Dividende Basierend auf den Ergebnissen des Zeitraums Vorher kaufen Anmeldeschlussdatum Auszahlung vorher
0.75% 0.925 III кв. 2024 29.10.2024 31.10.2024 15.11.2024
0.94% 0.93 II кв. 2024 29.07.2024 31.07.2024 15.08.2024
0.84% 0.85 I кв. 2024 26.04.2024 29.04.2024 14.05.2024
0.98% 0.85 IV кв. 2023 26.01.2024 30.01.2024 14.02.2024
1.21% 0.85 III кв. 2023 27.10.2023 30.10.2023 14.11.2023
0.92% 0.85 II кв. 2023 26.07.2023 28.07.2023 14.08.2023
0.85% 0.77 I кв. 2023 26.04.2023 28.04.2023 15.05.2023
0.8% 0.77 IV кв. 2022 27.01.2023 30.01.2023 14.02.2023
0.82% 0.7 IV кв. 2021 26.01.2022 28.01.2022 14.02.2022
0.68% 0.7 III кв. 2021 26.10.2021 28.10.2021 12.11.2021
Weitere Details

Transaktionsdatum Offenlegungsdatum Insider Typ Preis Volumen Menge Teilen bis zu, % Danach teilen, % Dokumentieren
26.07.2024 26.07.2024 CRAWLEY MANDELL
Chief Human Resources Officer		 Verkauf 105.25 368 375 3500 0 0 Link
14.05.2024 16.05.2024 CRAWLEY MANDELL
Chief Human Resources Officer		 Verkauf 99.61 692 688 6954 0 0 Link
18.04.2024 19.04.2024 GORMAN JAMES P
Executive Chairman		 Verkauf 90.21 9 021 000 100000 0 -0.01 Link
17.04.2024 19.04.2024 Smith Charles Aubrey III
Chief Risk Officer		 Verkauf 90.09 1 009 010 11200 0 0 Link
25.01.2024 25.01.2024 GORMAN JAMES P
Executive Chairman		 Verkauf 87.93 4 396 500 50000 0 0 Link
21.01.2022 21.01.2022 CRAWLEY MANDELL
Chief Human Resources Officer		 Verkauf 98.57 736 811 7475 0 0 Link

Institutionen Volumen Aktie, %
Mitsubishi UFJ Financial Group Inc 377085167 23.18
State Street Corporation 113915845 7
Vanguard Group Inc 109042753 6.7
Blackrock Inc. 90499215 5.56
JP Morgan Chase & Company 59940044 3.68
Wellington Management Group, LLP 38451051 2.36
Capital International Investors 24499542 1.51
Geode Capital Management, LLC 23861892 1.47
Bank of America Corporation 20966912 1.29
Fisher Asset Management, LLC 20228334 1.24

ETF Aktie, % Rentabilität für das Jahr, % Dividenden, %
FINEX JAPAN UCITS ETF 103 155.8
FinEx Australia UCITS ETF 58 127.3
iShares U.S. Broker-Dealers & Securities Exchanges ETF 11.584 -90.82 1.9922
MicroSectors U.S. Big Banks Index 2x Leveraged ETN 10.45 0 0.95
MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 10 81.57 3.4085
MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 10 130.27 3.4085
Invesco KBW Bank ETF 7.65439 34.55 3.30625
Alpha Dog ETF 3.92206 23.71 1.19751
WisdomTree US High Dividend Fund 3.40731 12.05 4.06936
Federated Hermes U.S. Strategic Dividend ETF 3.0729 22.89 3.48
iShares Evolved U.S. Financials ETF 3.06 54.57 1.69
Gabelli Financial Services Opportunities ETF 2.93868 55.88 1.41177
Core Alternative ETF 2.89383 -4.61 2.32185
Direxion MSCI USA ESG - Leaders vs. Laggards ETF 2.73 29.1 22.81
iShares U.S. Financial Services ETF 2.35278 30.98 2.39714
American Customer Satisfaction ETF 2.24713 24.58 1.62659
iShares U.S. Financials ETF 2.21281 30.01 2.24822
WisdomTree US Quality Dividend Growth Fund 1.95888 15.52 1.942
Opal Dividend Income ETF 1.92188 25.67 3.9622
Freedom Day Dividend ETF 1.91347 29.9 2.68156
SPDR S&P Capital Markets ETF 1.56406 58.43 2.20535
John Hancock Multifactor Financials ETF 1.56 49.74 1.31
Gabelli Growth Innovators ETF 1.49207 1.19 2.14877
Nuveen ESG Dividend ETF 1.4727 7.78 2.95887
Invesco Large Cap Value ETF 1.38979 11.9 2.79065
ETC 6 Meridian Mega Cap Equity ETF 1.32898 31.25 2.77117
Nuveen ESG Large-Cap ETF 1.22676 17.32 1.49579
ProShares Short Financials 1.19 186.02 5.21
ProShares UltraShort Financials 1.19 102.16 5.07
First Trust Financials AlphaDEX Fund 1.1808 24.5 2.58773
Nuveen ESG Large-Cap Value ETF 1.17294 9.3 2.35351
WisdomTree Global High Dividend Fund 1.16641 18.28 5.00555
iShares Global Financials ETF 1.14971 22.84 3.18552
Franklin U.S. Low Volatility ETF 1.14622 5.95 3.14623
iShares Core Dividend Growth ETF 1.12786 13.79 2.42719
WisdomTree U.S. Quality Shareholder Yield Fund 1.11 47.83 2.09
iShares Core Dividend ETF 1.08649 15.55 3.10166
Principal Value ETF 1.02459 26.65 2.47282
Invesco S&P 100 Equal Weight ETF 0.96842 28.41 2.37923
VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.95162 24.39 3.81506
T. Rowe Price Dividend Growth ETF 0.94758 22 1.63995
Fidelity Dividend ETF for Rising Rates 0.94352 17.23 2.64931
WisdomTree U.S. LargeCap Dividend Fund 0.92959 17.12 2.4447
VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.92629 9.34 3.81506
Aptus Collared Investment Opportunity ETF 0.90754 22.99 1.3866
iShares MSCI USA ESG Select ETF 0.89412 22.5 1.52994
Aptus Drawdown Managed Equity ETF 0.88934 23.69 1.38725
AGFiQ US Market Neutral Momentum Fund 0.85 -16.42 2.58
Simplify Interest Rate Hedge ETF 0.80603 -44.93 3.82405
JPMorgan Active Value ETF 0.78111 26.87 2.19283
FlexShares Quality Dividend Index Fund 0.74748 15.71 2.55019
Dimensional US Marketwide Value ETF 0.74744 24.88 2.11042
Vanguard Mega Cap Value ETF 0.73 14.01 2.31659
Invesco Dividend Achievers™ ETF 0.71261 14.67 2.15034
iShares Russell Top 200 Value ETF 0.69256 12.54 2.21611
WisdomTree U.S. Value Fund 0.6483 34.19 1.98112
KFA Value Line Dynamic Dividend Equity Index ETF 0.64689 26.96 3.02389
Global X S&P 500 Catholic Values Custom ETF 0.63548 22.92 1.82969
iShares ESG Advanced MSCI USA ETF 0.63357 39.78 1.23301
Vanguard S&P 500 Value ETF 0.62 9.75 2.28265
Invesco S&P 500 Revenue ETF 0.58194 14.88 2.08195
Invesco ESG S&P 500 Equal Weight ETF 0.54889 25.12 2.08397
FlexShares US Quality Large Cap Index Fund 0.54075 28.38 1.61317
Schwab U.S. Large-Cap Value ETF 0.53835 12.08 2.38078
SPDR S&P 1500 Value Tilt ETF 0.49747 27.15 2.3833
IQ Candriam ESG U.S. Large Cap Equity ETF 0.49731 28.93 1.44565
iShares Morningstar Value ETF 0.49422 25.44 2.17567
iShares Morningstar Large-Cap Value ETF 0.49422 73.29 2.17567
OneAscent Large Cap Core ETF 0.47939 28.46 1.40632
iShares MSCI KLD 400 Social ETF 0.47505 22.11 1.48375
Tidal Trust III NAACP MINORITY EMPOWERMENT ETF 0.4748 32.37 1.82027
iShares ESG MSCI USA Leaders ETF 0.47432 22.93 1.38463
Fidelity High Dividend ETF 0.46676 18.24 3.31978
Xtrackers MSCI USA ESG Leaders Equity ETF 0.46369 22.94 1.38205
JPMorgan Carbon Transition U.S. Equity ETF 0.46081 25.53 1.26506
Invesco FTSE RAFI US 1000 ETF 0.45435 15.29 2.3733
Vanguard Russell 1000 Value ETF 0.45 12.92 2.15186
iShares Russell 1000 Value ETF 0.44751 12.87 2.15361
Global X Conscious Companies ETF 0.44414 18.53 1.43381
Columbia U.S. ESG Equity Income ETF 0.43002 -99.18 1.44131
T. Rowe Price Blue Chip Growth ETF 0.39737 40.11 0.4795
iShares S&P 100 ETF 0.38258 29.67 1.37456
ProShares S&P 500 Ex-Technology ETF 0.37968 26.58 1.82312
Xtrackers S&P 500 ESG ETF 0.36785 22.65 1.4688
SPDR S&P 500 ESG ETF 0.36566 30.46 1.46919
Goldman Sachs Innovate Equity ETF 0.36027 29.66 1.20987
Goldman Sachs JUST U.S. Large Cap Equity ETF 0.3585 32.31 1.46271
Avantis Responsible U.S. Equity ETF 0.35745 26.78 1.45257
Schwab Fundamental U.S. Large Company ETF 0.35662 15.51 2.21151
Capital Group Core Equity ETF 0.35571 31.58 1.61994
T. Rowe Price Equity Income ETF 0.3509 23.87 2.6897
First Trust Large Cap Value AlphaDEX Fund 0.34841 7.45 2.64523
Hartford Longevity Economy ETF 0.34017 25.01 1.53371
Vanguard U.S. Value Factor ETF 0.34 6.5 2.96943
Humankind US Stock ETF 0.336 18.81 1.99919
Schwab Fundamental U.S. Broad Market Index ETF 0.3348 -57.77 2.19075
БПИФ Тинькофф США 500 0.33 -15.06
Vanguard Mega Cap ETF 0.32 26.47 1.36938
Gotham Enhanced 500 ETF 0.31719 30.12 1.55253
WisdomTree Efficient Gold Plus Equity Strategy Fund 0.31323 40.39 1.40216
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.30318 23.67 1.44147
ProShares S&P 500 Ex-Health Care ETF 0.29928 -32.29 1.40888
iShares Russell Top 200 ETF 0.29243 26.49 1.34513
iShares ESG Screened S&P 500 ETF 0.28963 25.69 1.30173
T. Rowe Price U.S. Equity Research ETF 0.28414 33.32 1.24191
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.28041 31.3 1.42468
Global X S&P 500 Covered Call & Growth ETF 0.27632 20.97 1.43973
John Hancock Multifactor Large Cap ETF 0.27516 19.45 1.59539
Goldman Sachs MarketBeta U.S. Equity ETF 0.27213 24.48 1.42124
Direxion Daily S&P 500 Bull 3X Shares 0.27206 66.27 1.45226
BNY Mellon US Large Cap Core Equity ETF 0.27161 31.99 1.41823
Invesco S&P 500 BuyWrite ETF 0.27117 8.35 1.43995
FinEx USA UCITS ETF 0.27 54.54
Vanguard Large Cap ETF 0.27 31.69 1.41978
Global X Adaptive U.S. Risk Management ETF 0.26703 19.25 1.41275
American Conservative Values ETF 0.26702 31.72 1.43825
Pacer Trendpilot US Large Cap ETF 0.26131 24.48 1.44165
Vanguard ESG U.S. Stock ETF 0.26 23.74 1.26927
Syntax Stratified LargeCap ETF 0.25927 21.13 1.99305
Avantis U.S. Equity ETF 0.25764 20.45 1.59151
iShares Morningstar U.S. Equity ETF 0.25496 31.96 1.41244
iShares Morningstar Large-Cap ETF 0.25496 257.57 1.41244
JPMorgan BetaBuilders U.S. Equity ETF 0.25334 24.33 1.42604
Schwab U.S. Large-Cap ETF 0.24841 24.43 1.42733
Invesco MSCI USA ETF 0.24666 24.49 1.43215
SPDR Portfolio MSCI Global Stock Market ETF 0.24395 15.66 2.19607
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.24245 23.31 1.46083
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.24209 33 1.42661
Schwab 1000 Index ETF 0.242 23.97 1.42441
iShares Dow Jones U.S. ETF 0.24118 24.09 1.41797
iShares Genomics Immunology and Healthcare ETF 0.23662 -70.08 1.54385
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.23289 22.59 1.44158
Direxion Daily S&P 500 Bull 2x Shares 0.23147 63.21 1.4399
Schwab U.S. Broad Market ETF 0.23113 23.7 1.43354
Vanguard Russell 1000 ETF 0.23 23.94 1.43539
Vanguard Russell 3000 ETF 0.22 31.87 1.43817
Dimensional U.S. Equity ETF 0.21746 31.53 1.3557
VictoryShares US 500 Enhanced Volatility Wtd ETF 0.21718 13.58 1.74639
iShares Russell 3000 ETF 0.21623 23.61 1.43482
FlexShares Morningstar US Market Factor Tilt Index Fund 0.21619 20.03 1.69572
VictoryShares US 500 Volatility Wtd ETF 0.21291 13.96 1.74636
FlexShares STOXX US ESG Select Index Fund 0.20932 19.52 1.57272
Dimensional US Core Equity Market ETF 0.20232 30.98 1.40618
WisdomTree U.S. Efficient Core Fund 0.20079 28.71 1.39934
SPDR MSCI ACWI Climate Paris Aligned ETF 0.20075 25.32 1.86415
HCM Defender 500 Index ETF 0.19841 39.68 1.34734
Avantis U.S. Large Cap Value ETF 0.19808 27.85 2.05311
Invesco S&P 500® Equal Weight ETF 0.1977 12.15 1.93354
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.19677 15.96 1.78003
Xtrackers MSCI Kokusai Equity ETF 0.19413 19.19 1.971
iShares MSCI Kokusai ETF 0.19198 25.89 1.97357
First Trust Multi Cap Value AlphaDEX Fund 0.17822 23.02 2.52798
Dimensional U.S. Core Equity 2 ETF 0.17545 30.76 1.47098
iShares MSCI ACWI ETF 0.17421 -19.68 2.10908
First Trust Large Cap Core AlphaDEX Fund 0.17284 16.43 1.90065
iShares MSCI USA Equal Weighted ETF 0.16796 27.5 1.80633
SPDR S&P 1500 Momentum Tilt ETF 0.15931 38.25 1.12176
iShares MSCI ACWI Low Carbon Target ETF 0.1587 18.06 2.05381
Invesco S&P 500® Downside Hedged ETF 0.14401 15.96 1.44362
FlexShares Credit-Scored US Long Corporate Bond Index Fund 0.14 -6.67 5.18
ProShares UltraPro S&P500 0.13584 65.93 1.43997
Fidelity Blue Chip Growth ETF 0.12608 41.44 0.54012
SPDR MSCI World StrategicFactors ETF 0.08986 21.44 2.3827
iShares US Equity Factor ETF 0.08545 26.02 1.47335
Vanguard Ultra-Short Bond ETF 0.08 0.3639 5.00
QRAFT AI Enhanced U.S. Large Cap ETF 0.0762 31.16 1.25914
FinEx USD GLOBAL EQUITY UC ETF 0.07 37.73
JPMorgan Corporate Bond Research Enhanced ETF 0.07 6.26 4.16
FinEx RUB GLOBAL EQUITY UC ETF 0.07 48.06
Invesco Russell 1000 Equal Weight ETF 0.06253 10.84 2.1901
FlexShares Ultra-Short Income Fund 0.06 0.1224 5.17
Vanguard Long-Term Corporate Bond ETF 0.05 -6.91 4.94
FlexShares Credit-Scored US Corporate Bond Index Fund 0.04 3.5 4.56
Vanguard Intermediate-Term Bond ETF 0.04 -2 3.45
Vanguard Russell 1000 Growth ETF 0.03 33.96 0.68737
Schwab 1-5 Year Corporate Bond ETF 0.03 -48.42 3.48
iShares Russell Top 200 Growth ETF 0.02846 35.3 0.68786
iShares Russell 1000 Growth ETF 0.0257 33.85 0.68889
Vanguard Long-Term Bond ETF 0.02 -8.08 4.89
JPMorgan U.S. Aggregate Bond ETF 0.01 2.23 1.33
Vanguard Short-Term Bond ETF 0.01 0.4033 3.02
Vanguard Intermediate-Term Corporate Bond ETF 0.01 -0.968 4.17
Vanguard ESG U.S. Corporate Bond ETF 0.01 -2.03 4.08
Schwab U.S. Aggregate Bond ETF 0 -2.42 3.65
MicroSectors U.S. Big Banks Index Inverse ETN -10.45 0 0.95



Aufsicht Berufsbezeichnung Zahlung Geburtsjahr
Mr. James Patrick Gorman Executive Chairman 9.04M 1958 (67 Jahre)
Mr. Daniel Aaron Simkowitz Co-President 7.75M 1966 (59 Jahre)
Mr. Andrew Michael Saperstein Co-President 8.68M 1967 (58 Jahre)
Mr. Edward N. Pick CEO & Director 9.71M 1969 (56 Jahre)
Mr. Michael Wilson Chief U.S. Equity Strategist & Chief Investment Officer N/A
Mr. Raja J. Akram Chief Accounting Officer, Deputy CFO & Controller N/A 1972 (53 Jahr)
Ms. Sharon Yeshaya Executive VP & CFO 4.96M 1980 (45 Jahre)
Ms. Robyn Maslynsky Goldschmid Managing Director N/A
Clint Gartin Chairman of Investment Banking N/A
Mr. Michael A. Pizzi Head of U.S. Banks & Head of Technology N/A 1975 (50 Jahre)

Adresse: United States, New York, NY , 1585 Broadway - in Google Maps öffnen, Öffnen Sie Yandex-Karten
Webseite: https://www.morganstanley.com