Here's How Much a $1000 Investment in Morgan Stanley Made 10 Years Ago Would Be Worth Today

27.05.26 14:30 Uhr

Werte in diesem Artikel
Aktien

186,85 EUR -0,15 EUR -0,08%

Indizes

PKT PKT

19.450,9 PKT 249,2 PKT 1,30%

3.671,6 PKT 6,8 PKT 0,19%

7.483,2 PKT 0,0 PKT 0,00%

For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries.The fear of missing out, or FOMO, also plays a factor in investing, especially with particular tech giants, as well as popular consumer-facing stocks.What if you'd invested in Morgan Stanley (MS) ten years ago? It may not have been easy to hold on to MS for all that time, but if you did, how much would your investment be worth today?Morgan Stanley's Business In-DepthWith that in mind, let's take a look at Morgan Stanley's main business drivers.Founded in 1935 and incorporated under the laws of the State of Delaware in 1981, Morgan Stanley is the leading financial services holding company headquartered in New York. With 83,922 employees, the company serves a diversified group of clients and customers — including corporations, governments, financial institutions and individuals — through offices across 41 countries.The company’s business is divided into three segments:The Institutional Securities ("IS") segment (contributing 46.5% of total net revenues in 2025) includes capital raising; financial advisory services that include advices on mergers and acquisitions (M&As), restructurings, real estate and project finance; corporate lending; sales, trading, financing and market-making activities in equity and fixed income securities and related products, including foreign exchange and commodities; benchmark indices and risk management analytics; and investment activities.The Wealth Management ("WM") segment (44.4%) provides brokerage and investment advisory services covering various investment alternatives; financial and wealth planning services; annuity and other insurance products; credit and other lending products; cash management services; retirement services; and trust and fiduciary services and engages in fixed income principal trading.The Investment Management ("IM") segment (9%) provides global asset management products and services in equity, fixed income, alternative investments that include hedge funds and funds of funds, and merchant banking, including real estate, private equity and infrastructure, to institutional and retail clients through proprietary and third-party distribution channels. The segment also engages in investment.In 2019, Morgan Stanley acquired Canada-based Solium Capital Inc. and renamed it as Shareworks by Morgan Stanley. In 2020, the company acquired E*Trade Financial. In 2021, it acquired Eaton Vance. In January 2026, the company acquired EquityZen, a private shares marketplace. Bottom LineWhile anyone can invest, building a lucrative investment portfolio takes research, patience, and a little bit of risk. If you had invested in Morgan Stanley ten years ago, you're probably feeling pretty good about your investment today.According to our calculations, a $1000 investment made in May 2016 would be worth $7,358.13, or a gain of 635.81%, as of May 27, 2026, and this return excludes dividends but includes price increases.Compare this to the S&P 500's rally of 259.75% and gold's return of 253.91% over the same time frame.Analysts are anticipating more upside for MS.Morgan Stanley shares have outperformed the industry in the past year. Its first-quarter 2026 results showed capital markets strength. Increased focus on asset and wealth management operations, along with its strategic alliances and acquisitions, will support top line. The EquityZen acquisition broadens private markets capabilities and should deepen client relationships over time. The performance of the investment banking (IB) business will continue to be driven by a strong pipeline, resilient M&A demand, lower rates and the company's global footprint. Yet, expenses will remain elevated due to expansion and tech investments. While trading revenues are rising, growth in the same might become challenging in the future due to the volatile nature of the business. Nevertheless, its efficient capital distributions reflect a solid balance sheet.Shares have gained 5.99% over the past four weeks and there have been 7 higher earnings estimate revisions for fiscal 2026 compared to none lower. The consensus estimate has moved up as well.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.See Stocks Now >>This article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

In eigener Sache

Übrigens: Morgan Stanley und andere US-Aktien sind bei finanzen.net ZERO sogar bis 23 Uhr handelbar (ohne Ordergebühren, zzgl. Spreads). Jetzt kostenlos Depot eröffnen und Neukunden-Bonus sichern!

Quelle: Zacks

Nachrichten zu Morgan Stanley

Analysen zu Morgan Stanley

DatumRatingAnalyst
16.07.2024Morgan Stanley NeutralUBS AG
19.04.2023Morgan Stanley BuyJefferies & Company Inc.
14.04.2022Morgan Stanley BuyGoldman Sachs Group Inc.
28.09.2021Morgan Stanley HoldJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
20.04.2021Morgan Stanley kaufenCredit Suisse Group
DatumRatingAnalyst
19.04.2023Morgan Stanley BuyJefferies & Company Inc.
14.04.2022Morgan Stanley BuyGoldman Sachs Group Inc.
20.04.2021Morgan Stanley kaufenCredit Suisse Group
15.10.2020Morgan Stanley OutperformRBC Capital Markets
05.10.2020Morgan Stanley OutperformRBC Capital Markets
DatumRatingAnalyst
16.07.2024Morgan Stanley NeutralUBS AG
28.09.2021Morgan Stanley HoldJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
02.04.2020Morgan Stanley neutralDeutsche Bank AG
21.01.2020Morgan Stanley NeutralCitigroup Corp.
04.04.2019Morgan Stanley HoldHSBC
DatumRatingAnalyst
20.01.2016Morgan Stanley SellSociété Générale Group S.A. (SG)
25.07.2011Morgan Stanley underperformRBC Capital Markets
02.10.2009Morgan Stanley underperformCalyon Securities Inc.
31.08.2005Morgan Stanley underweightPrudential Financial
28.07.2005Morgan Stanley underweightPrudential Financial

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für Morgan Stanley nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"
mehr Analysen