AE Wealth Management LLC Reduces Stake in Morgan Stanley by 1.9%
June 30, 2023
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Recently, AE Wealth Management LLC decided to reduce their stake in Morgan Stanley ($NYSE:MS) by 1.9%. This move came as a surprise to many investors, as Morgan Stanley is one of the leading global financial services companies in the world. It has also earned prestigious titles such as ‘World’s Most Admired Company’ and ‘Best Investment Bank’. Morgan Stanley has been consistently ranked among the most valuable financial brands in the world, and its stock is traded on both the New York Stock Exchange and the Nasdaq.
Despite this reduction in holdings by AE Wealth Management LLC, it is important to note that Morgan Stanley still remains a strong company offering quality financial services. It is a trusted name in the industry and will no doubt continue to be for many years to come.
Analysis
At GoodWhale, we conducted an analysis of MORGAN STANLEY‘s overall wellbeing. Our Star Chart rated MORGAN STANLEY with a low health score of 3/10, indicating that the company is less likely to safely ride out any crisis without the risk of bankruptcy on account of its cashflows and debt. We classified MORGAN STANLEY as ‘rhino’, which means that the company achieved moderate revenue or earnings growth. In terms of investor interests, MORGAN STANLEY received strong ratings in dividend, medium ratings in growth and weak ratings in asset and profitability. This type of company may be suitable for investors who are interested in short-term investments or those who are looking for dividend payments. Moreover, with its moderate growth, MORGAN STANLEY appears to be an attractive target for investors looking for a long-term but stable investment. More…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Morgan Stanley. More…
| Total Revenues | Net Income | Net Margin |
| 49.93k | 9.83k | 21.4% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Morgan Stanley. More…
| Operations | Investing | Financing |
| -6.4k | -11.63k | 22.71k |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Morgan Stanley. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 1.18M | 1.08M | 59.96 |
Key Ratios Snapshot
Some of the financial key ratios for Morgan Stanley are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 9.5% | – | – |
| FCF Margin | ROE | ROA |
| -19.0% | 8.3% | 0.7% |
Peers
Morgan Stanley is an American multinational investment bank and financial services company headquartered in New York City. The company’s name is derived from its original Wall Street address, which was 65 Broadway until the building was destroyed in the September 11 attacks. Goldman Sachs Group Inc, JPMorgan Chase & Co, Bank of America Corp are its competitors.
– Goldman Sachs Group Inc ($NYSE:GS)
Goldman Sachs Group Inc. is an American multinational investment bank and financial services company headquartered in New York City. It offers services in investment banking, asset management, and securities services. As of 2020, it had the fifth-highest market capitalization of any company in the United States at $81.6 billion. Goldman Sachs has a return on equity of 9.0% as of 2022. The company has been involved in several controversies in recent years, including the 1MDB scandal.
– JPMorgan Chase & Co ($NYSE:JPM)
JPMorgan Chase & Co is an investment bank and financial services company headquartered in New York City. The company has a market capitalization of $373.1 billion as of 2022. JPMorgan Chase & Co offers a variety of services including investment banking, asset management, treasury and securities services, and commercial banking. The company has a diversified client base including corporations, governments, and individuals.
– Bank of America Corp ($NYSE:BAC)
Bank of America Corporation (abbreviated as BofA) is an American multinational banking and financial services holding company headquartered in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. It is the second largest bank holding company in the United States by assets. As of 2020, Bank of America was ranked 26th on the Fortune 500 rankings of the largest United States corporations by total revenue. The company serves clients in more than 150 countries. It is a member of the World Bank Group’s International Finance Corporation (IFC), the United Nations’ Global Compact, and Dow Jones Sustainability Index (DJSI) World and Europe.
Bank of America’s market cap is $287.93B as of 2022.
Summary
Morgan Stanley is one of the most well-known investment banks, and recently, AE Wealth Management LLC has taken a surprising move by reducing its stake in the company by 1.9%. This decision affects investors who are looking to Morgan Stanley for their investment needs, as it signals a potential shift in market sentiment. Investors must consider the implications of this move when deciding on where to allocate their funds.
Analysts suggest that investors should research and investigate any potential changes to their portfolio should they decide to invest in Morgan Stanley. Moreover, investors should be aware that the current market conditions may change at any time, and they should stay updated on market news before making any investment decisions.
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