Zacks Analyst Blog Features Alphabet, Morgan Stanley, ServiceNow, New England Realty Associates, and Bridger Aerospace
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 02 2025
0mins
Should l Buy MS?
Source: NASDAQ.COM
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Analyst Views on MS
Wall Street analysts forecast MS stock price to rise
14 Analyst Rating
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 167.580
Low
132.00
Averages
185.00
High
219.00
Current: 167.580
Low
132.00
Averages
185.00
High
219.00
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.
Morgan Stanley Files for Bitcoin ETF to Expand Crypto Footprint
- Bitcoin Trust Filing: Morgan Stanley has filed an S-1 with the SEC to launch the Morgan Stanley Bitcoin Trust, a spot ETF that will directly hold Bitcoin, marking a significant expansion in its crypto footprint and likely attracting more institutional investors.
- Custody Arrangements: The fund plans to use Coinbase and Bank of New York Mellon as Bitcoin custodians, with most assets stored in offline cold storage to ensure security, while some BTC may temporarily move into trading wallets during share creations and redemptions to enhance liquidity.
- Market Tracking Mechanism: The ETF will passively track Bitcoin's price using the CoinDesk Bitcoin Benchmark 4PM New York Settlement Rate, ensuring that investors can accurately reflect market dynamics, which is expected to bolster investor confidence.
- Digital Asset Strategy Expansion: At the Strategy World 2026 event, Morgan Stanley revealed broader ambitions in digital assets, including native custody, exchange solutions, and lending services, demonstrating its long-term commitment to the crypto space and addressing client demand for institutional-grade solutions.
See More
Morgan Stanley Launches New ETF Product
- New ETF Launch: Morgan Stanley Investment Management has launched the Eaton Vance Preferred Securities and Income ETF (NASDAQ:EVPF), marking the 19th ETF strategy introduced in 2023, aimed at providing current income and total return, thereby expanding the investment options available on its ETF platform.
- Active Management Strategy: EVPF employs a flexible, actively managed investment approach focused on preferred securities, seeking to deliver attractive after-tax yields relative to traditional fixed income through a research-driven process that enhances portfolio diversification and income potential.
- Transparent Fee Structure: The ETF features a gross expense ratio of 0.39% and a net expense ratio of 0.20%, with the adviser voluntarily agreeing to temporarily waive a portion of its management fee until June 30, 2026, ensuring that the fund's total annual operating expenses do not exceed 0.20%, thus enhancing investor returns.
- Optimistic Market Outlook: The management team maintains a constructive outlook for the preferred securities asset class, citing the economic backdrop, moderating inflation, and anticipated gradual Fed easing as key factors to watch, which are expected to create tax-advantaged income-generating opportunities for investors.
See More
Morgan Stanley Cuts 2,500 Jobs Amid Strategic Shift
- Job Cuts: Morgan Stanley is eliminating approximately 3% of its global workforce, equating to about 2,500 positions across its main business units, reflecting shifts in business priorities and geographic adjustments.
- Financial Performance: Despite the layoffs, Morgan Stanley's shares have risen about 38% over the past year, and the firm reported record annual revenue in 2025, indicating strong performance in investment banking and wealth management.
- Industry Context: The layoffs align with a broader trend of white-collar job cuts across corporate America, as many firms cite productivity gains from artificial intelligence as a reason for workforce reductions, highlighting a focus on cost control within the industry.
- Wealth Management Impact: The cuts within the wealth management unit include private bankers and operational roles, even as this division reported a 13% revenue increase in Q4, suggesting a need to optimize human resources in response to market dynamics.
See More
Morgan Stanley to Lay Off 2,500 Employees, About 3% of Workforce
- Layoff Scale: Morgan Stanley is set to lay off approximately 2,500 employees, representing about 3% of its workforce, indicating a pressing need for cost control amid current economic conditions.
- Departmental Impact: The layoffs will affect the bank's three major divisions—investment banking, wealth management, and investment management—highlighting a shift in the company's business focus and geographical priorities.
- Performance Factors: The decision to cut jobs is tied to individual employee performance, suggesting that the company is implementing stricter standards in optimizing its human resources to enhance overall operational efficiency.
- Global Reach: The layoffs will span across various locations in the U.S. and abroad, reflecting Morgan Stanley's strategic adjustments on a global scale to adapt to market changes and evolving business demands.
See More
Morgan Stanley European Financials Conference Scheduled
- Conference Details: Dan Simkowitz, Co-President of Morgan Stanley, will speak at the Annual European Financials Conference in London on March 18, 2026, at 11:00 a.m. GMT, highlighting the firm's leadership in global financial services.
- Webcast Availability: Both live and on-demand versions of the webcast will be accessible on Morgan Stanley's website in the Investor Relations section, enhancing investor engagement and accessibility to key insights.
- Global Service Network: With offices in 42 countries, Morgan Stanley's employees provide a wide range of investment banking, securities, wealth management, and investment management services, showcasing its extensive market reach and operational capacity.
- Company Overview: Morgan Stanley is committed to delivering comprehensive financial services to corporations, governments, institutions, and individuals, further solidifying its influence in the global financial market.
See More
Morgan Stanley's European Financials Conference Scheduled
- Conference Details: Dan Simkowitz, Co-President of Morgan Stanley, will speak at the Annual European Financials Conference in London on March 18, 2026, at 11:00 a.m. GMT, highlighting the firm's leadership in global financial services.
- Webcast Availability: Both live and on-demand versions of the webcast will be accessible on Morgan Stanley's website under the Investor Relations section, enhancing engagement with global investors and stakeholders.
- Global Reach: With offices in 42 countries, Morgan Stanley's employees provide a wide range of investment banking, securities, wealth management, and investment management services to clients including corporations, governments, institutions, and individuals, showcasing its extensive global financial service coverage.
- Media Contact Information: For further inquiries, media can contact Wesley McDade at 212.761.2430, while investor relations can reach Leslie Bazos at 212.761.5352, ensuring timely and accurate information dissemination.
See More
Morgan Stanley Files for Bitcoin ETF to Expand Crypto Footprint
- Bitcoin Trust Filing: Morgan Stanley has filed an S-1 with the SEC to launch the Morgan Stanley Bitcoin Trust, a spot ETF that will directly hold Bitcoin, marking a significant expansion in its crypto footprint and likely attracting more institutional investors.
- Custody Arrangements: The fund plans to use Coinbase and Bank of New York Mellon as Bitcoin custodians, with most assets stored in offline cold storage to ensure security, while some BTC may temporarily move into trading wallets during share creations and redemptions to enhance liquidity.
- Market Tracking Mechanism: The ETF will passively track Bitcoin's price using the CoinDesk Bitcoin Benchmark 4PM New York Settlement Rate, ensuring that investors can accurately reflect market dynamics, which is expected to bolster investor confidence.
- Digital Asset Strategy Expansion: At the Strategy World 2026 event, Morgan Stanley revealed broader ambitions in digital assets, including native custody, exchange solutions, and lending services, demonstrating its long-term commitment to the crypto space and addressing client demand for institutional-grade solutions.
See More
Morgan Stanley Launches New ETF Product
- New ETF Launch: Morgan Stanley Investment Management has launched the Eaton Vance Preferred Securities and Income ETF (NASDAQ:EVPF), marking the 19th ETF strategy introduced in 2023, aimed at providing current income and total return, thereby expanding the investment options available on its ETF platform.
- Active Management Strategy: EVPF employs a flexible, actively managed investment approach focused on preferred securities, seeking to deliver attractive after-tax yields relative to traditional fixed income through a research-driven process that enhances portfolio diversification and income potential.
- Transparent Fee Structure: The ETF features a gross expense ratio of 0.39% and a net expense ratio of 0.20%, with the adviser voluntarily agreeing to temporarily waive a portion of its management fee until June 30, 2026, ensuring that the fund's total annual operating expenses do not exceed 0.20%, thus enhancing investor returns.
- Optimistic Market Outlook: The management team maintains a constructive outlook for the preferred securities asset class, citing the economic backdrop, moderating inflation, and anticipated gradual Fed easing as key factors to watch, which are expected to create tax-advantaged income-generating opportunities for investors.
See More
Morgan Stanley Cuts 2,500 Jobs Amid Strategic Shift
- Job Cuts: Morgan Stanley is eliminating approximately 3% of its global workforce, equating to about 2,500 positions across its main business units, reflecting shifts in business priorities and geographic adjustments.
- Financial Performance: Despite the layoffs, Morgan Stanley's shares have risen about 38% over the past year, and the firm reported record annual revenue in 2025, indicating strong performance in investment banking and wealth management.
- Industry Context: The layoffs align with a broader trend of white-collar job cuts across corporate America, as many firms cite productivity gains from artificial intelligence as a reason for workforce reductions, highlighting a focus on cost control within the industry.
- Wealth Management Impact: The cuts within the wealth management unit include private bankers and operational roles, even as this division reported a 13% revenue increase in Q4, suggesting a need to optimize human resources in response to market dynamics.
See More
Morgan Stanley to Lay Off 2,500 Employees, About 3% of Workforce
- Layoff Scale: Morgan Stanley is set to lay off approximately 2,500 employees, representing about 3% of its workforce, indicating a pressing need for cost control amid current economic conditions.
- Departmental Impact: The layoffs will affect the bank's three major divisions—investment banking, wealth management, and investment management—highlighting a shift in the company's business focus and geographical priorities.
- Performance Factors: The decision to cut jobs is tied to individual employee performance, suggesting that the company is implementing stricter standards in optimizing its human resources to enhance overall operational efficiency.
- Global Reach: The layoffs will span across various locations in the U.S. and abroad, reflecting Morgan Stanley's strategic adjustments on a global scale to adapt to market changes and evolving business demands.
See More
Morgan Stanley European Financials Conference Scheduled
- Conference Details: Dan Simkowitz, Co-President of Morgan Stanley, will speak at the Annual European Financials Conference in London on March 18, 2026, at 11:00 a.m. GMT, highlighting the firm's leadership in global financial services.
- Webcast Availability: Both live and on-demand versions of the webcast will be accessible on Morgan Stanley's website in the Investor Relations section, enhancing investor engagement and accessibility to key insights.
- Global Service Network: With offices in 42 countries, Morgan Stanley's employees provide a wide range of investment banking, securities, wealth management, and investment management services, showcasing its extensive market reach and operational capacity.
- Company Overview: Morgan Stanley is committed to delivering comprehensive financial services to corporations, governments, institutions, and individuals, further solidifying its influence in the global financial market.
See More
Morgan Stanley's European Financials Conference Scheduled
- Conference Details: Dan Simkowitz, Co-President of Morgan Stanley, will speak at the Annual European Financials Conference in London on March 18, 2026, at 11:00 a.m. GMT, highlighting the firm's leadership in global financial services.
- Webcast Availability: Both live and on-demand versions of the webcast will be accessible on Morgan Stanley's website under the Investor Relations section, enhancing engagement with global investors and stakeholders.
- Global Reach: With offices in 42 countries, Morgan Stanley's employees provide a wide range of investment banking, securities, wealth management, and investment management services to clients including corporations, governments, institutions, and individuals, showcasing its extensive global financial service coverage.
- Media Contact Information: For further inquiries, media can contact Wesley McDade at 212.761.2430, while investor relations can reach Leslie Bazos at 212.761.5352, ensuring timely and accurate information dissemination.
See More
