Via News Knowledge File

Morgan Stanley & Co. LLC

organization80% conf.·synced Aug 24, 2026

Financial advisor to Avadel in the proposed transaction

sourced metrics

1048

relationships

stated objectives

Via News reports

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Key metrics · each point sourced

Market Cap

336415299746USD

Aug 21, 2026reference only

Stock Return Ytd

17.8%

Aug 21, 2026reference only

Price 52 Week Low

147.65USD

Aug 21, 2026reference only

Price 52 Week High

228.55USD

Aug 21, 2026reference only

Stock Price

214.20USD

Aug 21, 2026reference only

Shares Outstanding

1570566292.0shares

Jul 31, 2026reference only

Stockholders Equity

116329000000.0USD

Jun 30, 2026reference only

Total Liabilities

1557617000000.0USD

Jun 30, 2026reference only

Eps

3.46USD_per_share

Jun 30, 2026reference only

Total Assets

1675057000000.0USD

Jun 30, 2026reference only

Cash

160135000000.0USD

Jun 30, 2026reference only

Net Income

5581000000.0USD

Jun 30, 2026reference only

Operating Cash Flow

-7098000000.0USD

Mar 31, 2026reference only

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 · 1048 connections

Covered by

484

Employs

247

rates

underwrites

Competes with

subsidiary of

Developed by

regulates

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 →