MS

Morgan Stanley · Financial Services · Capital Markets

TECHStrong SellMAHold · 3ZACKSSell R500#441 today TARGET+25% EARNINGSBeat +4%

$177.59 -2.16% today · -5.26% 1W

Oct 15 close or latest

ReadoutWhy it's moving

Analyst cuts weighing on the stock

MS −2.16% on the last session vs SPY −0.29%: −1.9 pts of stock-specific move.
Reported 3Q2026 Oct 14 before the open: EPS $3.03 vs $2.92 expected (beat, +$0.11, +3.9%); revenue $20.3B (+1.1% beat). The stock moved -2.8% on Wed's session (-1.7 pts vs SPY).
Guidance: MS reported Q3 2026 results but provided no forward guidance for upcoming periods. (release)
Not a group move: its big banks peers -0.7% (-0.4 pts vs SPY).
Aftermath, big drop (-2.2% today so far, past its big-drop line of -2.0%): After its 55 big drops in the past 5 years, MS was higher a month later 36 times out of 55; half the outcomes fell between -2.4% and +7.6%. History, not a forecast.
3 analyst actions in the past 10 days (0 positive, 2 negative); latest: BMO Capital maintained Outperform, lowered target $250 → $215.
Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Activity: volume on pace for 2.0× its 20-day average.

Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.

Insiders · 1 month

none

no open-market trades

Insiders · 3 months

−$5.4M

unplanned net · 0 buys · 2 sells · 2 insiders

sales: 2 unplanned, 0 under a 10b5-1 plan (100% unplanned)

Congress · 3 months

none

no reported trades

Congress · 1 year

≈−$59K

4 buys · 3 sells · 5 members

Fund moves · 3 months

≈+$339.2M

1 buy · 0 sells · 1 investor

Held by funds · now

≈$347.1M

3 investors · largest: Viking Global

Insiders

Trade date	Insider	Role	Side	Type	Shares	Avg price	Value	Filed
Jul 28, 2026	Mary L Schapiro	Director	Sell	unplanned	1,000	$212.06	$212.1K	Jul 29
Jul 17, 2026	Michael A. Pizzi	Head Technology & Operat	Sell	unplanned	24,165	$215.55	$5.2M	Jul 17
Jul 16, 2026	Sharon Yeshaya	CFO	Sell	unplanned	15,554	$222.51	$3.5M	Jul 17
Jun 1, 2026	Megan Butler	Director	Tax	tax withholding	190	$209.96	$39.9K	Jun 2
Apr 20, 2026	Eric F Grossman	General Counsel	Sell	unplanned	11,118	$190.75	$2.1M	Apr 20
Apr 17, 2026	Daniel A Simkowitz	President	Sell	unplanned	14,690	$189.24	$2.8M	Apr 17
Apr 16, 2026	Mandell Crawley	Chief Client Officer	Sell	unplanned	16,129	$188.22	$3M	Apr 17
Apr 16, 2026	Andrew M Saperstein	President	Sell	unplanned	51,668	$188.59	$9.7M	Apr 17
Mar 12, 2026	Edward Pick	CEO	Tax	tax withholding	33,677	$160.89	$5.4M	Mar 13
Mar 12, 2026	Mandell Crawley	Chief Client Officer	Tax	tax withholding	4,935	$160.89	$794K	Mar 13
Mar 12, 2026	Eric F Grossman	General Counsel	Tax	tax withholding	11,597	$160.89	$1.9M	Mar 13
Mar 12, 2026	Michael A. Pizzi	Head Technology & Operat	Tax	tax withholding	7,900	$160.89	$1.3M	Mar 13
Mar 12, 2026	Andrew M Saperstein	President	Tax	tax withholding	26,943	$160.89	$4.3M	Mar 13
Mar 12, 2026	Daniel A Simkowitz	President	Tax	tax withholding	18,175	$160.89	$2.9M	Mar 13
Mar 12, 2026	Sharon Yeshaya	CFO	Tax	tax withholding	9,622	$160.89	$1.5M	Mar 13
Feb 19, 2026	Edward Pick	CEO	Tax	tax withholding	33,731	$176.59	$6M	Feb 20
Feb 19, 2026	Mandell Crawley	Chief Client Officer	Tax	tax withholding	4,935	$176.59	$871.5K	Feb 20
Feb 19, 2026	Eric F Grossman	General Counsel	Tax	tax withholding	11,597	$176.59	$2M	Feb 20
Feb 19, 2026	Michael A. Pizzi	Head Technology & Operat	Tax	tax withholding	7,900	$176.59	$1.4M	Feb 20
Feb 19, 2026	Andrew M Saperstein	President	Tax	tax withholding	26,943	$176.59	$4.8M	Feb 20
Feb 19, 2026	Daniel A Simkowitz	President	Tax	tax withholding	18,175	$176.59	$3.2M	Feb 20
Feb 19, 2026	Sharon Yeshaya	CFO	Tax	tax withholding	9,622	$176.59	$1.7M	Feb 20
Jan 30, 2026	Daniel A Simkowitz	President	Sell	unplanned	32,968	$182.61	$6M	Jan 30
Jan 20, 2026	Mandell Crawley	Chief Client Officer	Sell	unplanned	7,860	$183.45	$1.4M	Jan 22
Jan 20, 2026	Eric F Grossman	General Counsel	Sell	unplanned	21,555	$184.00	$4M	Jan 22
Jan 20, 2026	Michael A. Pizzi	Head Technology & Operat	Sell	unplanned	20,000	$184.55	$3.7M	Jan 22
Jan 20, 2026	Andrew M Saperstein	President	Sell	unplanned	30,330	$183.62	$5.6M	Jan 22
Jan 20, 2026	Charles A Smith	Chief Risk Officer	Sell	unplanned	8,500	$182.08	$1.5M	Jan 22
Jan 20, 2026	Sharon Yeshaya	CFO	Sell	unplanned	15,838	$185.77	$2.9M	Jan 22
Jan 16, 2026	Edward Pick	CEO	Tax	tax withholding	35,134	$191.23	$6.7M	Jan 16
Jan 16, 2026	Mandell Crawley	Chief Client Officer	Tax	tax withholding	5,934	$191.23	$1.1M	Jan 16
Jan 16, 2026	Eric F Grossman	General Counsel	Tax	tax withholding	20,893	$191.23	$4M	Jan 16
Jan 16, 2026	Michael A. Pizzi	Head Technology & Operat	Tax	tax withholding	12,218	$191.23	$2.3M	Jan 16
Jan 16, 2026	Andrew M Saperstein	President	Tax	tax withholding	27,265	$191.23	$5.2M	Jan 16
Jan 16, 2026	Daniel A Simkowitz	President	Tax	tax withholding	35,435	$191.23	$6.8M	Jan 16
Jan 16, 2026	Charles A Smith	Chief Risk Officer	Tax	tax withholding	17,401	$191.23	$3.3M	Jan 16
Jan 16, 2026	Sharon Yeshaya	CFO	Tax	tax withholding	16,159	$191.23	$3.1M	Jan 16
Jan 16, 2026	Victoria Worster	CAO	Tax	tax withholding	320	$191.23	$61.2K	Jan 16
Oct 31, 2025	Edward Pick	CEO	Sell	unplanned	100,000	$164.34	$16.4M	Oct 31
Oct 16, 2025	Victoria Worster	CAO	Tax	tax withholding	49	$162.65	$8K	Oct 17

Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.

Congress

Trade date	Member	Chamber	Side	Amount	Disclosed
Jul 10, 2026	Dan Newhouse	House	Buy	$1K–$15K	Jul 17
Mar 27, 2026	Alan Armstrong	Senate	Buy	$1K–$15K	Jul 21
Dec 18, 2025	Julie Johnson	House	Sell	$1K–$15K	Jan 15
Dec 17, 2025	Steve Cohen	House	Sell	$50K–$100K	Jan 14
Nov 18, 2025	Gilbert Cisneros	House	Buy	$1K–$15K	Dec 15
Nov 13, 2025	Julie Johnson	House	Sell	$1K–$15K	Dec 11
Oct 17, 2025	Gilbert Cisneros	House	Buy	$1K–$15K	Nov 18

Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.

Funds

Who holds it

Investor	Shares	Value	Of its portfolio	Vs quarter before	As of
Viking Global (Andreas Halvorsen)	1,622,593	$339.2M	0.97%	new	Q2 2026
Soros Fund Management (George Soros)	19,096	$4M	0.07%	new	Q2 2026
Bridgewater (Ray Dalio's firm)	18,729	$3.9M	0.02%	+27%	Q2 2026

Their moves

Date	Investor	Move	Source	Shares	≈ Value	Now held	Filed
Aug 14, 2026	Viking Global (Andreas Halvorsen)	New stake	13F, Q2 2026	1,622,593	$339.2M	1.0%	Aug 14

Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves