Strategic Acquisition: Morgan Stanley Investment Management has acquired a last-mile delivery facility near Los Angeles International Airport for $211 million, reinforcing its strategy of securing key net lease investments in core logistics markets.
Prime Location: The facility's proximity to LAX provides unparalleled distribution access to affluent communities such as Santa Monica, Brentwood, and Beverly Hills, serving approximately three million residents and addressing the growing demand from e-commerce.
Portfolio Expansion: This acquisition brings Morgan Stanley's total U.S. industrial asset acquisitions to approximately $1.5 billion in 2025, enhancing its industrial portfolio to over 75 million square feet, showcasing its competitive strength in the market.
Market Outlook: The head of U.S. Investments at Morgan Stanley noted that the rise of e-commerce has significantly increased demand for modern logistics assets, which are viewed as critical infrastructure for today's economy and are expected to yield strong long-term growth.
MS
$177.79+Infinity%1D
Analyst Views on MS
Wall Street analysts forecast MS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MS is 176.08 USD with a low forecast of 157.00 USD and a high forecast of 198.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast MS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MS is 176.08 USD with a low forecast of 157.00 USD and a high forecast of 198.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 178.410
Low
157.00
Averages
176.08
High
198.00
Current: 178.410
Low
157.00
Averages
176.08
High
198.00
Wolfe Research
Steven Chubak
Peer Perform -> Outperform
upgrade
$198
2025-11-24
Reason
Wolfe Research
Steven Chubak
Price Target
$198
2025-11-24
upgrade
Peer Perform -> Outperform
Reason
Wolfe Research analyst Steven Chubak upgraded Morgan Stanley to Outperform from Peer Perform with a $198 price target. Revenue growth is poised to accelerate from both share gains in investment banking and accelerating organic growth in wealth management, the analyst tells investors.
Keefe Bruyette
Christopher McGratty
Outperform
maintain
$176 -> $184
2025-10-17
Reason
Keefe Bruyette
Christopher McGratty
Price Target
$176 -> $184
2025-10-17
maintain
Outperform
Reason
Keefe Bruyette analyst Christopher McGratty raised the firm's price target on Morgan Stanley to $184 from $176 and keeps an Outperform rating on the shares. The firm sees a structurally higher ROTCE and more durable business model, with emerging deregulatory benefits providing addition flexibility, the analyst tells investors in a research note.
Barclays
Overweight
maintain
$156 -> $183
2025-10-16
Reason
Barclays
Price Target
$156 -> $183
2025-10-16
maintain
Overweight
Reason
Barclays raised the firm's price target on Morgan Stanley to $183 from $156 and keeps an Overweight rating on the shares. The company's Q3 earnings and revenue beat across its businesses, the analyst tells investors in a research note.
BofA
analyst
Buy
maintain
$170 -> $185
2025-10-16
Reason
BofA
analyst
Price Target
$170 -> $185
2025-10-16
maintain
Buy
Reason
BofA raised the firm's price target on Morgan Stanley to $185 from $170 and keeps a Buy rating on the shares after the company reported Q3 EPS that beat the firm's and consensus estimates, driven by stronger revenue growth across all three segments. Management indicated potential for a slightly higher pace of buybacks, notes the analyst, who raised the firm's FY26 and FY27 EPS estimates following the report.
About MS
Morgan Stanley is a global financial services company. The Company is engaged in providing a range of investment banking, securities, wealth management and investment management services. Its segments include Institutional Securities, Wealth Management and Investment Management. Its Institutional Securities segment provides a variety of products and services to corporations, governments, financial institutions and ultra-high net worth clients. Its Wealth Management segment provides an array of financial services and solutions to individual investors and small to medium-sized businesses and institutions. Its Investment Management segment provides a range of investment strategies and products that span geographies, asset classes, and public and private markets to a diverse group of clients across institutional and intermediary channels. Its investment banking services consist of capital raising and financial advisory services, including the underwriting of debt and other products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
