MS analyst scorecard · Morgan Stanley
51 rating actions on MS in the last 12 months. Of 56 price targets that resolved, 25 were reached while they stood, 31 were replaced by the same firm first, and 0 fell short at their deadline. Ratings: 47% Buy-type, 51% Hold-type, 2% Sell-type. Consensus target $211, 11% above the last close.
Checked through 2026-10-29 · last close $190.43 (2026-10-29). Rebuilt every morning.
What the Holds say: 25 Hold-type ratings on MS in the last 12 months carried a median target +9% from the price on the day; 20% sat below it.
The 3 upgrades on MS came after an average +0.4% move in the 30 days before them.
Firm by firm
| Firm | Latest rating | Date | Latest target | Targets reached | Replaced early | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|---|
| JPMorgan | Neutral | 2026-10-16 | $198 | 5 | 4 | 9 | — |
| Keefe, Bruyette & Woods | Outperform | 2026-10-15 | $230 | 2 | 6 | 8 | 1 of 1 |
| BMO Capital | Outperform | 2026-10-19 | $210 | 1 | 2 | 3 | 1 of 1 |
| RBC Capital | Sector Perform | 2026-10-15 | $195 | 2 | 0 | 2 | — |
| Freedom Broker | Buy | 2026-07-17 | $245 | — | — | 0 | — |
| Wolfe Research | Outperform | 2025-11-24 | — | — | — | 0 | — |
| Evercore ISI Group | Outperform | 2026-10-15 | $205 | 3 | 3 | 6 | 1 of 1 |
| UBS | Buy | 2026-10-05 | $236 | 2 | 2 | 4 | — |
| Bank of America | Buy | 2026-07-07 | $250 | 2 | 2 | 4 | 1 of 1 |
| Barclays | Overweight | 2026-07-16 | $262 | 2 | 3 | 5 | 1 of 1 |
| Citigroup | Neutral | 2026-10-15 | $190 | 1 | 2 | 3 | — |
| Wells Fargo | Equal-Weight | 2026-10-15 | $217 | 3 | 5 | 8 | — |
| TD Cowen | Hold | 2026-10-15 | $205 | 0 | 1 | 1 | — |
| HSBC | Hold | 2026-09-28 | $219 | — | — | 0 | — |
| Goldman Sachs | Neutral | 2026-07-06 | $233 | 1 | 1 | 2 | — |
| Oppenheimer | Underperform | 2026-06-30 | — | — | — | 0 | — |
| Citizens | Market Perform | 2026-04-16 | — | — | — | 0 | — |
Counts for one firm on one stock are small and move together; they are a record, not a grade. Neither the firms nor MS carry a letter here. Why →
Every call, last 12 months
| Date | Firm | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-19 | BMO Capital | Outperform | maintained | $178.47 | $210 | running to 2027-10-19 | -11.9% |
| 2026-10-16 | JPMorgan | Neutral | maintained | $180.57 | $198 | running to 2027-10-16 | -10.8% |
| 2026-10-15 | Citigroup | Neutral | maintained | $182.10 | $190 | within 5% of price when set | -11.7% |
| 2026-10-15 | RBC Capital | Sector Perform | maintained | $182.10 | $195 | running to 2027-10-15 | -11.7% |
| 2026-10-15 | TD Cowen | Hold | maintained | $182.10 | $205 | running to 2027-10-15 | -11.7% |
| 2026-10-15 | Wells Fargo | Equal-Weight | maintained | $182.10 | $217 | running to 2027-10-15 | -11.7% |
| 2026-10-15 | Evercore ISI Group | Outperform | maintained | $182.10 | $205 | running to 2027-10-15 | -11.7% |
| 2026-10-15 | Keefe, Bruyette & Woods | Outperform | reiterated | $182.10 | $230 | running to 2027-10-15 | -11.7% |
| 2026-10-08 | TD Cowen | Hold | initiated | $187.44 | $210 | replaced 2026-10-15, new $205 | -13.3% |
| 2026-10-06 | BMO Capital | Outperform | maintained | $191.02 | $215 | replaced 2026-10-19, new $210 | -12.3% |
| 2026-10-05 | UBS | Buy | maintained | $190.19 | $236 | running to 2027-10-05 | -12.6% |
| 2026-10-01 | Evercore ISI Group | Outperform | maintained | $188.01 | $215 | replaced 2026-10-15, new $205 | -10.9% |
| 2026-09-30 | Citigroup | Neutral | maintained | $188.08 | $210 | replaced 2026-10-15, new $190 | -11.8% |
| 2026-09-28 | HSBC | Hold | maintained | $193.64 | $219 | running to 2027-09-28 | -9.8% |
| 2026-09-25 | Wells Fargo | Equal-Weight | maintained | $196.31 | $223 | replaced 2026-10-15, new $217 | -8.3% |
| 2026-08-03 | UBS | Buy | maintained | $211.23 | $260 | replaced 2026-10-05, new $236 | -1.3% |
| 2026-07-21 | HSBC | Hold | maintained | $216.40 | $215 | within 5% of price when set | -3.0% |
| 2026-07-17 | BMO Capital | Outperform | maintained | $215.50 | $250 | replaced 2026-10-06, new $215 | -4.2% |
| 2026-07-17 | Freedom Broker | Hold → Buy | upgrade | $215.50 | $245 | running to 2027-07-17 | -4.2% |
| 2026-07-17 | Evercore ISI Group | Outperform | maintained | $215.50 | $240 | replaced 2026-10-01, new $215 | -4.2% |
| 2026-07-17 | Citigroup | Neutral | maintained | $215.50 | $235 | replaced 2026-09-30, new $210 | -4.2% |
| 2026-07-16 | JPMorgan | Neutral | maintained | $218.37 | $195 | reached 2026-09-28 | -1.1% |
| 2026-07-16 | Wells Fargo | Equal-Weight | maintained | $218.37 | $240 | replaced 2026-09-25, new $223 | -1.1% |
| 2026-07-16 | Barclays | Overweight | maintained | $218.37 | $262 | running to 2027-07-16 | -1.1% |
| 2026-07-16 | Keefe, Bruyette & Woods | Outperform | maintained | $218.37 | $250 | replaced 2026-10-15, new $230 | -1.1% |
| 2026-07-07 | Bank of America | Buy | maintained | $222.04 | $250 | running to 2027-07-07 | +4.8% |
| 2026-07-07 | UBS | Buy | maintained | $222.04 | $255 | replaced 2026-08-03, new $260 | +4.8% |
| 2026-07-06 | Evercore ISI Group | Outperform | maintained | $222.10 | $233 | within 5% of price when set | +4.8% |
| 2026-07-06 | Goldman Sachs | Neutral | maintained | $222.10 | $233 | within 5% of price when set | +4.8% |
| 2026-06-30 | Oppenheimer | Perform → Underperform | downgrade | $209.04 | — | no target | +0.5% |
| 2026-06-24 | Wells Fargo | Equal-Weight | maintained | $219.86 | $225 | within 5% of price when set | +9.4% |
| 2026-06-23 | Citigroup | Neutral | maintained | $226.03 | $220 | within 5% of price when set | +12.4% |
| 2026-06-12 | JPMorgan | Neutral | maintained | $214.04 | $187 | replaced 2026-07-16, new $195 | +10.4% |
| 2026-05-08 | Citigroup | Neutral | maintained | $193.09 | $194 | within 5% of price when set | +9.7% |
| 2026-04-16 | Barclays | Overweight | maintained | $187.32 | $230 | replaced 2026-07-16, new $262 | +18.7% |
| 2026-04-16 | RBC Capital | Sector Perform | reiterated | $187.32 | $207 | reached 2026-05-29 | +18.7% |
| 2026-04-16 | Citizens | Market Perform | reiterated | $187.32 | — | no target | +18.7% |
| 2026-04-16 | Wells Fargo | Equal-Weight | maintained | $187.32 | $200 | reached 2026-05-21 | +18.7% |
| 2026-04-16 | Keefe, Bruyette & Woods | Outperform | maintained | $187.32 | $218 | reached 2026-06-04 | +18.7% |
| 2026-04-16 | Goldman Sachs | Neutral | maintained | $187.32 | $205 | reached 2026-05-29 | +18.7% |
| 2026-04-16 | Bank of America | Buy | maintained | $187.32 | $225 | reached 2026-06-22 | +18.7% |
| 2026-04-07 | UBS | Neutral → Buy | upgrade | $168.43 | $196 | reached 2026-05-20 | +5.1% |
| 2026-04-06 | Evercore ISI Group | Outperform | maintained | $166.55 | $190 | reached 2026-04-15 | +3.9% |
| 2026-03-10 | JPMorgan | Neutral | maintained | $160.75 | $179 | reached 2026-04-13 | -10.7% |
| 2026-01-27 | Freedom Broker | Hold | maintained | $182.66 | $185 | within 5% of price when set | +0.4% |
| 2026-01-16 | RBC Capital | Sector Perform | maintained | $189.09 | $207 | reached 2026-05-29 | +8.2% |
| 2026-01-16 | Keefe, Bruyette & Woods | Outperform | maintained | $189.09 | $210 | replaced 2026-04-16, new $218 | +8.2% |
| 2026-01-08 | JPMorgan | Neutral | maintained | $184.68 | $162 | reached 2026-03-06 | +3.3% |
| 2026-01-05 | Barclays | Overweight | maintained | $186.54 | $219 | replaced 2026-04-16, new $230 | +5.7% |
| 2025-12-17 | Keefe, Bruyette & Woods | Outperform | maintained | $174.80 | $202 | replaced 2026-01-16, new $210 | +9.6% |
| 2025-11-24 | Wolfe Research | Peer Perform → Outperform | upgrade | $162.83 | — | no target | — |
Also in Big Banks
Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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