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BofA bullish on Morgan Stanley stock amid strong wealth management growth

EditorEmilio Ghigini
Published 17/10/2024, 11:52
MS
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On Thursday, BofA Securities increased its price target for Morgan Stanley (NYSE: MS) shares to $135.00, up from the previous $120.00, while maintaining a Buy rating on the stock.

The adjustment comes after Morgan Stanley displayed a strong performance in the third quarter of 2024, which has reinforced confidence in the company's growth potential.

According to the analyst at BofA Securities, Morgan Stanley's investment in its wealth management division, including the integration of 15,000 financial advisors, ETrade, and Workplace, positions it well for future growth. This is particularly true for higher margin products, which are expected to benefit from robust asset management flows.

The financial results from the third quarter also highlighted the company's operating leverage, with expense growth reported at 11% year-over-year and a 2.0% increase quarter-over-quarter. This compares favorably to the revenue growth of 16% and 2.4% respectively, leading to a firmwide efficiency ratio of 72%, which is better than the management's target of 70%.

Looking ahead, the analyst anticipates a positive impact on Morgan Stanley from a shift towards equities in the capital markets, coupled with expectations for a rebound in mergers and acquisitions (M&A) and initial public offerings (IPO) activity going into 2025.

The analyst's commentary underscores the belief that Morgan Stanley's strategic investments and the current economic environment, including declining interest rates, will continue to drive the company's growth and efficiency. The BofA Securities analyst concludes by reiterating a Buy rating for Morgan Stanley shares.

In other recent news, Morgan Stanley has posted impressive third-quarter results, with revenues reaching $15.4 billion and a net income of $3 billion. The company reported an adjusted earnings per share (EPS) of $1.88, exceeding projections. These robust results were largely driven by a 16% year-over-year increase in revenue, a significant rise in equity trading, and record wealth management revenue.

Wells Fargo has updated its outlook on Morgan Stanley, raising the price target to $107 but maintaining an underweight rating. The firm revised the estimated EPS for Morgan Stanley for 2024 to $7.30, up from the previous estimate of $6.95, reflecting the company's stronger-than-expected third-quarter results.

On the other hand, Evercore ISI upgraded its outlook on Morgan Stanley, raising the price target to $133 while maintaining an outperform rating on the stock. This adjustment follows the company's strong performance that exceeded analyst expectations.

Despite a slight decrease in net interest income compared to the previous quarter, Morgan Stanley remains focused on its growth trajectory, aiming to reach $10 trillion in total client assets. Furthermore, the company anticipates a gradual recovery in the IPO market and an increase in refinancing activity as interest rates decrease. These are recent developments from Morgan Stanley's third quarter 2024 earnings call.

InvestingPro Insights

The positive outlook from BofA Securities aligns with several key metrics and insights from InvestingPro. Morgan Stanley's market capitalization stands at $192.65 billion, reflecting its significant position in the financial sector. The company's P/E ratio of 17.09 suggests a reasonable valuation relative to its earnings, especially considering its strong performance and growth prospects.

InvestingPro Tips highlight Morgan Stanley's financial strength and market position. The company has raised its dividend for 10 consecutive years, demonstrating a commitment to shareholder returns. This is further supported by a current dividend yield of 3.1%, which is attractive in the current market environment. Additionally, Morgan Stanley's stock has shown significant momentum, with a 54.85% total return over the past year and is currently trading near its 52-week high at 98.4% of that level.

These insights complement the analyst's positive view on Morgan Stanley's growth potential, particularly in its wealth management division. The company's strong revenue growth of 16.48% in Q3 2024 and an impressive operating income margin of 32.41% for the last twelve months underscore its operational efficiency, aligning with the analyst's observations on operating leverage.

For investors seeking more comprehensive analysis, InvestingPro offers 13 additional tips for Morgan Stanley, providing a deeper understanding of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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