MS
Morgan Stanley NYSE Listed Feb 23, 1993$190.19
Mkt Cap $302.0B
52w Low $119.99
93.8% of range
52w High $194.83
50d MA $173.26
200d MA $166.48
P/E (TTM)
18.4x
EV/EBITDA
24.2x
P/B
2.6x
Debt/Equity
4.3x
ROE
15.1%
P/FCF
6.0x
RSI (14)
—
ATR (14)
—
Beta
1.18
50d MA
$173.26
200d MA
$166.48
Avg Volume
7.3M
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
1585 Broadway · New York City, NY 10036 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 15, 2026 | AMC | 3.02 | 3.43 | +13.6% | 191.62 | -0.4% | -2.2% | -1.5% | -0.5% | -1.2% | -0.3% | — |
| Jan 15, 2026 | AMC | 2.43 | 2.68 | +10.3% | 191.23 | -0.4% | -1.1% | -4.8% | -4.1% | -4.3% | -6.4% | — |
| Oct 15, 2025 | AMC | 2.10 | 2.80 | +33.3% | 162.65 | +0.3% | -1.6% | -2.4% | -0.4% | -2.1% | -2.8% | — |
| Jul 16, 2025 | AMC | 1.98 | 2.13 | +7.6% | 139.79 | -0.4% | +0.8% | +0.7% | +0.5% | +0.2% | +1.7% | — |
| Apr 11, 2025 | AMC | 2.21 | 2.60 | +17.6% | 108.12 | +2.2% | +0.9% | +2.1% | -0.2% | +1.0% | -1.7% | — |
| Jan 16, 2025 | AMC | 1.62 | 2.22 | +37.0% | 135.81 | +0.3% | +1.5% | +1.1% | +0.1% | +1.5% | +1.5% | — |
| Oct 16, 2024 | AMC | 1.58 | 1.88 | +19.0% | 119.51 | +0.2% | -0.1% | +1.3% | -1.0% | -1.0% | -1.0% | — |
| Jul 16, 2024 | AMC | 1.65 | 1.82 | +10.3% | 106.22 | -1.1% | +0.7% | -1.3% | -3.9% | -3.6% | -2.6% | — |
| Apr 16, 2024 | AMC | 1.66 | 2.02 | +21.7% | 89.14 | +1.1% | +1.1% | +1.3% | +1.7% | +3.3% | +5.2% | — |
| Jan 16, 2024 | AMC | 1.01 | 0.99 | -2.0% | 85.97 | -1.3% | -1.8% | -2.4% | -0.7% | -0.3% | +0.9% | — |
| Oct 18, 2023 | AMC | 1.28 | 1.38 | +7.8% | 74.88 | -0.0% | -2.6% | -2.3% | -4.2% | -4.4% | -4.6% | — |
| Jul 18, 2023 | AMC | 1.15 | 1.24 | +7.8% | 91.94 | -0.6% | +1.3% | +2.0% | +2.3% | +3.0% | +2.7% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 16 | Barclays | Maintains | Overweight → Overweight | — | $191.62 | $190.93 | -0.4% | -2.2% | -1.5% | -0.5% | -1.2% | -0.3% |
| Apr 16 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $191.62 | $190.93 | -0.4% | -2.2% | -1.5% | -0.5% | -1.2% | -0.3% |
| Apr 16 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $191.62 | $190.93 | -0.4% | -2.2% | -1.5% | -0.5% | -1.2% | -0.3% |
| Apr 16 | BofA Securities | Maintains | Buy → Buy | — | $191.62 | $190.93 | -0.4% | -2.2% | -1.5% | -0.5% | -1.2% | -0.3% |
| Apr 16 | Citizens | Maintains | Market Perform → Market Perform | — | $191.62 | $190.93 | -0.4% | -2.2% | -1.5% | -0.5% | -1.2% | -0.3% |
| Apr 16 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $191.62 | $190.93 | -0.4% | -2.2% | -1.5% | -0.5% | -1.2% | -0.3% |
| Apr 16 | Goldman Sachs | Maintains | Neutral → Neutral | — | $191.62 | $190.93 | -0.4% | -2.2% | -1.5% | -0.5% | -1.2% | -0.3% |
| Apr 7 | UBS | Upgrade | Neutral → Buy | — | $166.55 | $165.69 | -0.5% | +1.1% | +5.7% | +7.0% | +6.7% | +8.8% |
| Apr 6 | Evercore ISI | Maintains | Outperform → Outperform | — | $165.81 | $165.88 | +0.0% | +0.4% | +1.6% | +6.2% | +7.4% | +7.1% |
| Mar 10 | JP Morgan | Maintains | Neutral → Neutral | — | $160.45 | $161.84 | +0.9% | +0.2% | +0.3% | -3.8% | -3.5% | -3.0% |
| Jan 27 | Freedom Broker | Maintains | Hold → Hold | — | $181.88 | $182.24 | +0.2% | +0.4% | +0.3% | +0.3% | +0.5% | +1.8% |
| Jan 16 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $191.23 | $190.56 | -0.4% | -1.1% | -4.8% | -4.1% | -4.3% | -6.4% |
| Jan 16 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $191.23 | $190.56 | -0.4% | -1.1% | -4.8% | -4.1% | -4.3% | -6.4% |
| Jan 8 | JP Morgan | Maintains | Neutral → Neutral | — | $184.79 | $183.91 | -0.5% | -0.1% | +0.8% | +1.0% | -1.1% | -2.2% |
| Jan 5 | Barclays | Maintains | Overweight → Overweight | — | $181.90 | $182.20 | +0.2% | +2.6% | +3.2% | +1.6% | +1.5% | +2.4% |
| Dec 17 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $176.51 | $178.05 | +0.9% | -1.0% | -2.0% | +0.3% | +1.8% | +1.7% |
| Nov 24 | Wolfe Research | Upgrade | Peer Perform → Outperform | — | $158.17 | $161.33 | +2.0% | +2.9% | +4.6% | +6.2% | +7.3% | +6.5% |
| Oct 22 | Freedom Broker | Maintains | Hold → Hold | — | $159.23 | $159.57 | +0.2% | -0.7% | +0.1% | +2.9% | +4.3% | +3.8% |
| Oct 21 | JP Morgan | Maintains | Neutral → Neutral | — | $161.97 | $161.45 | -0.3% | -1.7% | -2.4% | -1.6% | +1.2% | +2.5% |
| Oct 16 | Barclays | Maintains | Overweight → Overweight | — | $162.65 | $163.09 | +0.3% | -1.6% | -2.4% | -0.4% | -2.1% | -2.8% |
| Oct 16 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $162.65 | $163.09 | +0.3% | -1.6% | -2.4% | -0.4% | -2.1% | -2.8% |
| Oct 16 | Evercore ISI | Maintains | Outperform → Outperform | — | $162.65 | $163.09 | +0.3% | -1.6% | -2.4% | -0.4% | -2.1% | -2.8% |
| Oct 16 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $162.65 | $163.09 | +0.3% | -1.6% | -2.4% | -0.4% | -2.1% | -2.8% |
| Oct 16 | Citigroup | Maintains | Neutral → Neutral | — | $162.65 | $163.09 | +0.3% | -1.6% | -2.4% | -0.4% | -2.1% | -2.8% |
| Oct 16 | Jefferies | Maintains | Buy → Buy | — | $162.65 | $163.09 | +0.3% | -1.6% | -2.4% | -0.4% | -2.1% | -2.8% |
| Oct 7 | UBS | Maintains | Neutral → Neutral | — | $158.09 | $158.78 | +0.4% | -1.3% | -1.5% | -1.2% | -3.9% | -1.9% |
| Oct 3 | Goldman Sachs | Maintains | Neutral → Neutral | — | $155.30 | $156.93 | +1.0% | +1.5% | +1.8% | +0.4% | +0.2% | +0.6% |
| Sep 30 | Evercore ISI | Maintains | Outperform → Outperform | — | $161.16 | $161.39 | +0.1% | -1.4% | -2.6% | -3.6% | -2.2% | -1.9% |
| Sep 26 | Citigroup | Maintains | Neutral → Neutral | — | $158.95 | $159.56 | +0.4% | +0.7% | +1.4% | +0.0% | -1.3% | -2.3% |
| Sep 16 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $156.64 | $157.08 | +0.3% | -0.5% | +0.5% | +1.7% | +2.1% | +2.6% |
| Jul 9 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $141.13 | $142.90 | +1.3% | +0.3% | +1.4% | +0.8% | +2.0% | +0.3% |
| Jul 8 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $143.74 | $143.61 | -0.1% | -1.8% | -1.5% | -0.5% | -1.0% | +0.2% |
| Jun 18 | Citigroup | Maintains | Neutral → Neutral | — | $130.09 | $130.02 | -0.1% | +1.9% | +2.0% | +3.0% | +4.5% | +5.9% |
| Jun 10 | Goldman Sachs | Maintains | Neutral → Neutral | — | $131.95 | $131.60 | -0.3% | -0.1% | -0.1% | -0.0% | -1.9% | -0.8% |
| Apr 25 | Goldman Sachs | Maintains | Neutral → Neutral | — | $115.60 | $115.71 | +0.1% | +0.4% | +0.2% | +0.5% | -0.2% | +1.0% |
| Apr 14 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $108.12 | $110.48 | +2.2% | +0.9% | +2.1% | -0.2% | +1.0% | -1.7% |
| Apr 14 | JP Morgan | Maintains | Neutral → Neutral | — | $108.12 | $110.48 | +2.2% | +0.9% | +2.1% | -0.2% | +1.0% | -1.7% |
| Apr 14 | JMP Securities | Maintains | Market Perform → Market Perform | — | $108.12 | $110.48 | +2.2% | +0.9% | +2.1% | -0.2% | +1.0% | -1.7% |
| Apr 3 | JP Morgan | Maintains | Neutral → Neutral | — | $119.27 | $110.11 | -7.7% | -9.5% | -16.3% | -15.4% | -15.9% | -6.3% |
| Apr 2 | BofA Securities | Maintains | Buy → Buy | — | $115.74 | $113.97 | -1.5% | +3.0% | -6.7% | -13.7% | -12.8% | -13.3% |
| Apr 1 | Evercore ISI | Maintains | Outperform → Outperform | — | $116.67 | $115.99 | -0.6% | -0.8% | +2.2% | -7.5% | -14.4% | -13.5% |
| Mar 28 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $119.00 | $118.71 | -0.2% | -3.1% | -2.0% | -2.7% | +0.2% | -9.3% |
| Mar 25 | JP Morgan | Maintains | Neutral → Neutral | — | $124.27 | $124.90 | +0.5% | +0.7% | -1.7% | -4.2% | -7.2% | -6.1% |
| Mar 24 | Citigroup | Maintains | Neutral → Neutral | — | $120.14 | $122.31 | +1.8% | +3.4% | +4.2% | +1.7% | -0.9% | -4.0% |
| Mar 19 | Goldman Sachs | Maintains | Neutral → Neutral | — | $118.11 | $117.23 | -0.7% | +1.5% | +2.0% | +1.7% | +5.2% | +6.0% |
| Jan 21 | UBS | Maintains | Neutral → Neutral | — | $137.87 | $136.44 | -1.0% | -0.4% | -1.4% | -0.1% | -0.0% | -0.9% |
| Jan 17 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $135.81 | $136.16 | +0.3% | +1.5% | +1.1% | +0.1% | +1.5% | +1.5% |
| Jan 17 | Evercore ISI | Maintains | Outperform → Outperform | — | $135.81 | $136.16 | +0.3% | +1.5% | +1.1% | +0.1% | +1.5% | +1.5% |
| Jan 17 | BofA Securities | Maintains | Buy → Buy | — | $135.81 | $136.16 | +0.3% | +1.5% | +1.1% | +0.1% | +1.5% | +1.5% |
| Jan 17 | JP Morgan | Maintains | Neutral → Neutral | — | $135.81 | $136.16 | +0.3% | +1.5% | +1.1% | +0.1% | +1.5% | +1.5% |
No insider trades available.
8-K · 8.01
!! High
Realty Income Corporation -- 8-K 8.01: Material Event / Announcement
Realty Income Corporation established an at-the-market offering agreement with multiple investment banks, enabling flexible equity issuance to fund operations and capital allocation initiatives.
May 8
8-K · 2.02
!! High
Datadog, Inc. -- 8-K 2.02: Earnings Results
Datadog reported earnings results; investors should review the full press release (Exhibit 99.1) for specific financial performance metrics and forward guidance that may impact DDOG stock valuation.
May 7
8-K
Morgan Stanley Capital I Trust 2018-H4 -- 8-K Filing
May 6
8-K · 1.01
!! High
3M Company -- 8-K 1.01: Material Agreement
3M Company secured a $1.43 billion financing agreement with Morgan Stanley Senior Funding, providing capital for operations and potential debt management initiatives.
May 6
8-K · 8.01
!! High
BREAD FINANCIAL HOLDINGS, INC. -- 8-K 8.01: Material Event / Announcement
Bread Financial granted underwriters a 30-day option to purchase 720,000 additional depositary shares at the May 5, 2026 offering price, providing upside potential if demand strengthens post-offering.
May 6
8-K · 1.01
!! High
Instacart (Maplebear Inc.) -- 8-K 1.01: Material Agreement
Instacart secured a $500 million revolving credit facility with potential expansion to $1.5+ billion, providing financial flexibility for growth and operations without immediate capital raising needs.
May 6
SC TO-I
!!! Very High
North Haven Private Income Fund LLC -- Issuer Tender Offer
North Haven Private Income Fund LLC is conducting a tender offer to repurchase its own securities, providing shareholders an exit opportunity while potentially reducing outstanding shares.
May 5
8-K · 8.01
!! High
BREAD FINANCIAL HOLDINGS, INC. -- 8-K 8.01: Material Event / Announcement
Bread Financial completed a depositary share offering, planning to deploy proceeds toward general corporate purposes, subsidiary bank capitalization, and potential share repurchases.
May 5
8-K · 2.02
!! High
DigitalOcean Holdings, Inc. -- 8-K 2.02: Earnings Results
DigitalOcean reported Q1 2026 earnings results on May 5, 2026, with the full financial performance details available in the accompanying press release.
May 5
8-K
Digital Realty Trust, Inc. -- 8-K Filing
Digital Realty Trust terminated its previous $7.5 billion at-the-market offering program and established a new sales agreement for future equity issuances at management's discretion.
May 4
8-K · 1.01
!! High
Dynex Capital, Inc. -- 8-K 1.01: Distribution Agreement
Dynex Capital engaged Goldman Sachs, Morgan Stanley, J.P. Morgan, and other major financial institutions as underwriters for a securities distribution, likely facilitating capital raising through a coordinated offering process.
Apr 28
8-K
Blackstone Private Credit Fund -- 8-K Filing
Blackstone Private Credit Fund issued structurally subordinated debt with asset coverage covenants and financial reporting requirements to bondholders, increasing leverage while maintaining Investment Company Act compliance standards.
Apr 27
8-K · 1.01
! Medium
Morgan Stanley Direct Lending Fund -- 8-K 1.01: Financing / Debt Agreement
Morgan Stanley Direct Lending Fund amended its senior secured revolving credit facility with Truist Bank, expanding borrowing capacity and updating terms to support continued direct lending operations.
Apr 27
8-K · 1.01
! Medium
NATL HEALTHCARE PROP INC - HEATRU 7 3/8 PERP -- 8-K 1.01: Underwriting / Securities
National Healthcare Properties entered into an underwriting agreement with Morgan Stanley to facilitate securities offerings, expanding its capital raising capabilities.
Apr 27
8-K · 5.02
!!! Very High
Indaptus Therapeutics, Inc. -- 8-K 5.02: Executive Change
Indaptus Therapeutics (INDP) strengthens its board governance by appointing Tim Ruan as an independent director, effective April 22, 2026, potentially enhancing oversight and strategic guidance.
Apr 24
8-K · 8.01
!! High
Agree Realty Corporation -- 8-K 8.01: Material Event / Announcement
Agree Realty Corporation established an at-the-market equity program with Wells Fargo Securities, Baird, and BofA Securities, enabling flexible capital raising by selling shares opportunistically at market prices.
Apr 24
8-K
State Street Corporation -- 8-K Filing
State Street issued notes underwritten by Morgan Stanley, expanding its debt capital structure as documented in the supplemental indenture filing.
Apr 24
8-K · 5.02
!!! Very High
Indaptus Therapeutics, Inc. -- 8-K 5.02: Executive Change
Indaptus Therapeutics appointed Tim Ruan as an independent director effective April 22, 2026, strengthening board governance and oversight of the biopharmaceutical company's operations.
Apr 23
8-K · 5.02
!!! Very High
Goosehead Insurance, Inc. -- 8-K 5.02: Executive Change
Goosehead Insurance appointed John Martin and Mark Jones as vice presidents effective April 20, 2026, signaling internal leadership expansion within the company.
Apr 22
8-K
The Charles Schwab Corporation -- 8-K Filing
Charles Schwab issued Series L Preferred Stock with dividend payment restrictions that limit share buybacks and acquisitions unless preferred dividends are fully funded, potentially constraining capital returns to common shareholders.
Apr 22
8-K · 8.01
!! High
Target Hospitality Corp. -- 8-K 8.01: Material Event / Announcement
Target Hospitality Corp. entered into an underwriting agreement with Deutsche Bank Securities and other underwriters, likely for a capital raise to fund operations or acquisitions.
Apr 22
8-K · 7.01
! Medium
Core Scientific, Inc. -- 8-K 7.01: Regulation FD Disclosure
Core Scientific is issuing senior secured notes through subsidiaries with guarantees from its operating entities, indicating the company is raising capital while leveraging its subsidiary structure for debt security.
Apr 21
8-K · 1.01
! Medium
Goldman Sachs Private Credit Corp. -- 8-K 1.01: Financing / Debt Agreement
Goldman Sachs Private Credit Corp. executed a sixth supplemental indenture agreement with Morgan Stanley, modifying existing debt terms and potentially expanding borrowing capacity or restructuring obligations.
Apr 21
8-K · 8.01
!! High
Unknown — 8-K Item 8.01: Material Event / Announcement
I cannot provide a meaningful analysis because the filing summary provided contains only regulatory boilerplate checkboxes and does not include the actual material event details or substantive disclosure from Item 8.01.
Apr 17
8-K · 8.01
!! High
BANK5 2026-5YR21 -- 8-K 8.01: Material Event / Announcement
Morgan Chase securitized commercial mortgages into multiple certificate classes (A-1 through A-3 and X-classes), creating a structured investment product offering tiered risk and return profiles to institutional investors.
Apr 17
8-K · 8.01
!! High
Trevi Therapeutics, Inc. -- 8-K 8.01: Material Event / Announcement
Trevi Therapeutics announced a material event; review the full 8-K filing for specific details regarding this development and its potential impact on the company's operations or financial position.
Apr 17
— 8-K filing (MS, OBDC, OWL)
Apr 16
— 8-K filing (MS, WULF)
Apr 16
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
Morgan Stanley secured $50 million in debt financing through Blue Owl, reducing near-term refinancing risk and potentially lowering future borrowing costs, which supports stock stability and dividend sustainability.
Apr 16
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Underwriting / Securities
Morgan Stanley agreed to underwrite securities for WULF, likely a capital raise that could dilute existing shareholders but provides needed funding for operations or growth.
Apr 16
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
CEO Richard Stewart's departure amid a private placement signals potential leadership instability and dilution concerns, warranting investor scrutiny on succession clarity and capital allocation rationale.
Apr 16
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
TeraWulf is raising capital through an upsized stock offering, diluting existing shareholders but strengthening its balance sheet for bitcoin mining operations, which matters for growth-focused investors evaluating execution risk.
Apr 15
8-K
Unknown — 8-K Filing
Morgan Stanley's Q1 2026 revenues surged 16% to $20.6B with strong 27.1% ROTCE, signaling robust investment banking and trading demand that should support sustained earnings growth and justify premium valuation.
Apr 15
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
Harmony's leadership transition to a new CFO could signal strategic shifts in financial management and capital allocation, potentially affecting investor confidence and operational direction.
Apr 14
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
TeraWulf's $250 million credit facility strengthens its liquidity and financial flexibility for bitcoin mining operations, supporting growth capex while reducing refinancing risk.
Apr 14
8-K
Unknown — 8-K Filing
This securitization filing indicates BAC and MS are managing structured credit assets, which could signal exposure to mortgage/real estate risks if loan performance deteriorates.
Apr 14
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
The departure of an experienced M&A executive may signal reduced acquisition activity ahead, potentially disappointing growth-focused investors betting on strategic deals to drive stock appreciation.
Apr 10
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Morgan Stanley completed an offering of Option Units under Form S-3, meaning the bank raised capital for operations without receiving proceeds from future sales, which is neutral for equity but dilutes existing shareholders.
Apr 8
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
Major banks refinanced debt with extended maturity to 2030-2031, providing liquidity certainty and reducing near-term refinancing risk, which stabilizes operations and supports dividend/capital return capacity.
Apr 7
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
Playtika is exploring strategic alternatives including potential asset sales or restructuring, which could unlock value but creates near-term uncertainty for shareholders awaiting concrete outcomes.
Apr 6
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
Morgan Stanley Direct Lending Fund's upcoming earnings call provides investors an opportunity to assess fund performance and management commentary, potentially influencing valuations of MSDL shares based on disclosed financial results and outlook.
Apr 6
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
I need more specific details from the 8-K filing to provide meaningful analysis. The summary provided is incomplete and doesn't contain substantive information about the financing/debt agreement terms, amounts, rates, or strategic implications that would affect stock valuations.
Apr 6
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Banc of America Merrill Lynch's RMBS securitization filing suggests potential commercial real estate refinancing activity, which could indicate management confidence in market conditions or signal exposure to CRE market stress depending on deal characteristics.
Apr 3
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Banc of America Merrill Lynch is forming a commercial mortgage securitization vehicle, signaling structured finance activity that could boost investment banking fees and capital deployment for BAC and MS.
Apr 3
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
Morgan Stanley's agreement with Briscoe Wind Project Holdings provides clean energy infrastructure exposure that diversifies revenue streams and positions MS for long-term ESG-driven capital allocation trends.
Apr 3
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
An executive's equity compensation structure with performance conditions and service requirements suggests the company is retaining leadership talent while tying rewards to sustained performance, which could indicate confidence in strategic direction but also potential execution risks if targets aren't met.
Apr 2
SC TO-I
!!! Very High
Unknown — Issuer Tender Offer
Morgan Stanley and State Street's issuer tender offers signal management confidence in undervaluation and will reduce share count, potentially boosting future earnings per share and shareholder returns.
Apr 2
8-K
Unknown — 8-K Filing
I need more context from the actual 8-K filing to provide meaningful analysis. This excerpt only references boilerplate language about mortgage loan definitions and a pooling/servicing agreement, without revealing the substantive business event (earnings, deal, executive change, etc.) that would impact BAC or MS stock valuation.
Apr 2
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
I cannot provide meaningful analysis as the filing content is incomplete—only signature blocks are shown without disclosure details, making it impossible to determine what material event occurred or its stock impact.
Apr 2
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
Morgan Stanley and Permabit refinanced debt at floating rates tied to SOFR, exposing them to rising interest costs if rates increase, which directly impacts net income and valuation multiples.
Apr 1
Data updated apr 26, 2026 1:21pm
· Source: massive.com