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Morgan Stanley (MS) Ascends While Market Falls: Some Facts to Note

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Morgan Stanley (MS - Free Report) closed the most recent trading day at $225.12, moving +1.94% from the previous trading session. The stock exceeded the S&P 500, which registered a loss of 1.22% for the day. Elsewhere, the Dow lost 0.98%, while the tech-heavy Nasdaq lost 1.35%.

The investment bank's stock has climbed by 16.48% in the past month, exceeding the Finance sector's gain of 5.2% and the S&P 500's gain of 1.56%.

The upcoming earnings release of Morgan Stanley will be of great interest to investors. The company's earnings report is expected on July 15, 2026. It is anticipated that the company will report an EPS of $2.73, marking a 28.17% rise compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $18.79 billion, indicating a 11.9% upward movement from the same quarter last year.

For the full year, the Zacks Consensus Estimates are projecting earnings of $11.87 per share and revenue of $77.26 billion, which would represent changes of +16.26% and +9.36%, respectively, from the prior year.

Investors should also take note of any recent adjustments to analyst estimates for Morgan Stanley. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.16% upward. Right now, Morgan Stanley possesses a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that Morgan Stanley has a Forward P/E ratio of 18.6 right now. This expresses a premium compared to the average Forward P/E of 14.79 of its industry.

It's also important to note that MS currently trades at a PEG ratio of 1.66. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Financial - Investment Bank industry had an average PEG ratio of 1.11 as trading concluded yesterday.

The Financial - Investment Bank industry is part of the Finance sector. This group has a Zacks Industry Rank of 107, putting it in the top 44% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

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