Index S&P 500
P/E 18.26
EPS (ttm) 5.49
Insider Own 23.46%
Shs Outstand 1.63B
Perf Week 1.97%
Market Cap 162.87B
Forward P/E 13.20
EPS next Y 7.59
Insider Trans -0.11%
Shs Float 1.24B
Perf Month 11.03%
Income 8.96B
PEG 2.28
EPS next Q 1.67
Inst Own 61.56%
Short Float 0.99%
Perf Quarter 15.86%
Sales 99.83B
P/S 1.63
EPS this Y 32.43%
Inst Trans -1.02%
Short Ratio 1.57
Perf Half Y 25.78%
Book/sh 55.60
P/B 1.80
EPS next Y 10.64%
ROA 0.78%
Short Interest 12.35M
Perf Year 19.44%
Cash/sh -
P/C -
EPS next 5Y 8.00%
ROE 9.52%
52W Range 69.42 - 100.98
Perf YTD 7.47%
Dividend Est. 3.51 (3.50%)
P/FCF 22.02
EPS past 5Y 1.84%
ROI 2.41%
52W High -0.75%
Beta 1.37
Dividend TTM 3.40 (3.39%)
Quick Ratio -
Sales past 5Y 15.18%
Gross Margin -
52W Low 44.37%
ATR (14) 1.60
Dividend Ex-Date Apr 29, 2024
Current Ratio 1.40
EPS Y/Y TTM -5.92%
Oper. Margin 12.35%
RSI (14) 71.10
Volatility 0.99% 1.44%
Employees 80000
Debt/Eq 3.88
Sales Y/Y TTM 34.61%
Profit Margin 8.98%
Recom 2.36
Target Price 99.67
Option/Short Yes / Yes
LT Debt/Eq 2.75
EPS Q/Q 18.51%
Payout 62.71%
Rel Volume 0.60
Prev Close 99.58
Sales Surprise 5.11%
EPS Surprise 20.83%
Sales Q/Q 13.62%
Earnings Apr 16 BMO
Avg Volume 7.88M
Price 100.22
SMA20 5.65%
SMA50 8.77%
SMA200 16.69%
Trades
Volume 4,689,973
Change 0.64%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-17-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$102 → $91
Jan-17-24 Downgrade
JP Morgan
Overweight → Neutral
$94 → $87
Jan-09-24 Downgrade
HSBC Securities
Buy → Hold
$96
Nov-28-23 Downgrade
Societe Generale
Buy → Hold
Nov-20-23 Downgrade
Exane BNP Paribas
Outperform → Neutral
$85
Oct-23-23 Downgrade
Odeon
Buy → Hold
$79.15
Oct-20-23 Upgrade
Wolfe Research
Underperform → Peer Perform
Oct-11-23 Downgrade
UBS
Buy → Neutral
$110 → $84
Sep-07-23 Initiated
HSBC Securities
Buy
$99
Jul-12-23 Upgrade
Odeon
Hold → Buy
$94
Jan-18-23 Downgrade
Citigroup
Buy → Neutral
$100
Jan-10-23 Upgrade
Odeon
Sell → Hold
$88.75
Jan-04-23 Downgrade
Wolfe Research
Outperform → Underperform
$92
Oct-05-22 Downgrade
Atlantic Equities
Overweight → Neutral
$95 → $85
Sep-06-22 Downgrade
Odeon
Hold → Sell
May-03-22 Upgrade
Oppenheimer
Perform → Outperform
$111
Jan-28-22 Downgrade
Odeon
Buy → Hold
Dec-03-21 Upgrade
Citigroup
Neutral → Buy
$105 → $115
Oct-15-21 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$97
Oct-04-21 Reiterated
Jefferies
Buy
$108 → $119
Show Previous Ratings
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May-16-24 03:32PM
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May-14-24 12:00PM
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(The Wall Street Journal)
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Provides diversified financial services including brokerage, investment management and venture capital services
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
CRAWLEY MANDELL Chief Human Resources Officer May 14 '24 Sale 99.61 6,954 692,663 46,274 May 16 09:04 PM GORMAN JAMES P Executive Chairman Apr 18 '24 Sale 90.21 100,000 9,020,530 414,870 Apr 19 04:06 PM Smith Charles Aubrey III Chief Risk Officer Apr 17 '24 Sale 90.09 11,200 1,009,019 126,190 Apr 19 04:05 PM GORMAN JAMES P Executive Chairman Feb 12 '24 Sale 87.30 100,000 8,730,220 350,000 Feb 14 04:19 PM SAPERSTEIN ANDREW M Co-President Feb 12 '24 Sale 87.19 26,655 2,324,092 286,835 Feb 14 04:19 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 31 '24 Sale 88.55 26,562 2,352,001 234,627 Feb 01 04:20 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 30 '24 Sale 87.81 26,563 2,332,595 261,189 Feb 01 04:20 PM SAPERSTEIN ANDREW M Co-President Jan 30 '24 Sale 87.92 10,000 879,170 313,490 Feb 01 04:22 PM AKRAM RAJA Deputy Chief Financial Officer Jan 30 '24 Sale 87.41 4,500 393,346 93,134 Feb 01 04:21 PM GORMAN JAMES P Executive Chairman Jan 26 '24 Sale 87.93 50,000 4,396,400 379,701 Jan 26 04:36 PM GORMAN JAMES P Executive Chairman Jan 25 '24 Sale 87.93 50,000 4,396,435 400,000 Jan 25 04:03 PM SAPERSTEIN ANDREW M Co-President Jan 19 '24 Sale 84.13 10,000 841,344 323,490 Jan 19 04:15 PM AKRAM RAJA Deputy Chief Financial Officer Jan 18 '24 Sale 83.56 7,000 584,928 97,634 Jan 19 04:22 PM MORGAN STANLEY 10% Owner Oct 05 '23 Sale 50000.00 135 6,750,000 0 Oct 10 08:22 PM GORMAN JAMES P Chairman and CEO Jul 24 '23 Sale 95.19 125,000 11,898,812 1,011,345 Jul 26 04:11 PM PICK EDWARD N Co-President/Head of IS Jul 24 '23 Sale 94.33 100,000 9,433,050 604,845 Jul 26 04:14 PM SIMKOWITZ DANIEL A Head of Investment Management Jul 20 '23 Sale 93.78 37,608 3,526,852 319,040 Jul 21 04:18 PM GORMAN JAMES P Chairman and CEO Jul 19 '23 Sale 92.35 125,000 11,543,286 1,136,345 Jul 21 04:13 PM SAPERSTEIN ANDREW M Co-President/Head of WM Jul 19 '23 Sale 93.09 39,254 3,654,280 193,708 Jul 21 04:16 PM AKRAM RAJA Deputy Chief Financial Officer Jul 19 '23 Sale 92.00 13,500 1,242,000 82,984 Jul 21 04:11 PM Smith Charles Aubrey III Chief Risk Officer Jul 19 '23 Sale 92.41 5,600 517,520 136,513 Jul 21 04:20 PM MORGAN STANLEY 10% Owner Jun 09 '23 Sale 9.45 1,049,889 9,921,451 8,456,881 Jun 13 04:04 PM
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