Via News Knowledge File

Morgan Stanley & Co. LLC

organization80% conf.·synced Aug 13, 2026

Financial advisor to Avadel in the proposed transaction

sourced metrics

1034

relationships

stated objectives

Via News reports

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Key metrics · each point sourced

Price 52 Week Low

144.04USD

Aug 12, 2026reference only

Price 52 Week High

228.55USD

Aug 12, 2026reference only

Stock Return Ytd

19.6%

Aug 12, 2026reference only

Stock Price

217.64USD

Aug 12, 2026reference only

Equities Trading Revenue

5.15USD

Apr 15, 2026source

Financial Advisors

16000employees

Apr 11, 2026source

Forward Pe Ratio

15.79ratio

Apr 1, 2026source

Price Target

7800index_level

Apr 1, 2026source

Compensation Expenses

8.54USD

Mar 31, 2026source

Fixed Income Trading Revenue

2.9USD

Mar 31, 2026source

Total Expenses

13.47USD

Mar 31, 2026source

Provision For Credit Losses

98USD

Mar 31, 2026source

Total Underwriting Fees

1.06USD

Mar 31, 2026source

Non Interest Revenue

17.88USD

Mar 31, 2026source

Non Compensation Expenses

4.93USD

Mar 31, 2026source

Net Interest Income

9.7percent_growth_yoy

Mar 31, 2026source

Net Income

5.57USD

Mar 31, 2026source

Advisory Fees

883.7USD

Mar 31, 2026source

Stated objectives

Morgan Stanley is increasing focus on less capital market-dependent operations and enhanced capital distribution activities to support growth and reflect solid balance sheet strength

source

stated

Morgan Stanley increasing focus on less capital market-dependent operations to aid growth and enhance capital distribution activities

source

stated

Achieve ROTCE in the low to mid-20s over time through synergies and capital deployment

source

target: low-to-mid-20s stated

New recommended portfolio allocation: 60% stocks, 20% fixed income, 20% gold

source

target: 60/20/20 stated

Path to over $10 trillion in client assets

source

target: 10 stated

Sustained 20%+ ROTCE through market cycles

source

target: 20 stated

Ability to generate 17.5% ROTCE in challenging environment with earnings below $8

source

target: 17.5 stated

Scale AI tools throughout the enterprise and client base

source

stated

Institutional trading wallet growth of 5-10% per annum

source

target: 5-10 stated

Recommend investors shift from 60/40 stocks/bonds to 60/20/20 stocks/fixed income/gold allocation

source

target: 60% stocks, 20% fixed income, 20% gold stated

Relationship graph · 1034 connections

Covered by

482

Employs

237

rates

underwrites

Competes with

subsidiary of

Developed by

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This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →