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Morgan Stanley & Co. LLC

organization80% conf.·synced Oct 15, 2026

Financial advisor to Avadel in the proposed transaction

60
sourced metrics
1073
relationships
20
stated objectives
0
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Price 52 Week High
228.55USD
Oct 14, 2026reference only
Stock Return Ytd
-0.2%
Oct 14, 2026reference only
Price 52 Week Low
154.37USD
Oct 14, 2026reference only
Market Cap
285073487661USD
Oct 14, 2026reference only
Stock Price
181.51USD
Oct 14, 2026reference only
Shares Outstanding
1570566292.0shares
Jul 31, 2026reference only
Eps
3.46USD_per_share
Jun 30, 2026reference only
Cash
160135000000.0USD
Jun 30, 2026reference only
Total Liabilities
1557617000000.0USD
Jun 30, 2026reference only
Net Income
5581000000.0USD
Jun 30, 2026reference only
Stockholders Equity
116329000000.0USD
Jun 30, 2026reference only
Total Assets
1675057000000.0USD
Jun 30, 2026reference only
Operating Cash Flow
-7098000000.0USD
Mar 31, 2026reference only

Stated objectives

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

S&P 500 to reach 7,500 by year-end 2026

source
target: 7500 by 2026-12-31 00:00:00stated

Relationship graph · 1073 connections

Covered by
487
Employs
248
rates
78
underwrites
46
Competes with
42
subsidiary of
33
Developed by
17
regulates
14
headquartered in
United States
interviewed by
Stanley Druckenmiller
financed by
xAI

Where sources disagree

We surface conflicts between sources rather than hiding them.

value conflictunresolved

Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.

source B
value conflictunresolved

The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.

source B
value conflictunresolved

Same entity (Morgan Stanley & Co. LLC), same metric (net_income), same fiscal period (Q1 2026), same observation date (2026-03-31), but vastly different values: $5.567 billion vs. $5.57. These cannot coexist for the same time period. Fact B appears to be a data entry error (possible missing decimal placement: 5.57 should likely be 5,567,000,000 or a per-share figure incorrectly entered as total).

source B
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 →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biopharma Catalyst Cluster: Late-Stage Readouts and Regulatory Milestones
October 2026 brings a dense run of Phase 3 wins (ALOFT-IPF, RESTORE-3), new data presentations (Roche, Bayer, Lilly, Vertex, Galderma) and regulatory steps (FDA acceptance of Roche's vamikibart BLA, Scholar Rock's EMA resubmission). The next big catalyst is the ivonescimab FDA PDUFA date on 2026-11-14. Obesity combination studies (REDEFINE 4, TOGETHER-PsO) and the 2027 Maritime-1 completion point to more catalysts ahead. QAIAx's speculative AI-linked trial claims (the QIII pilot, targeted for 2027) are an unrelated micro-cap sideshow with weak evidence, and have little in common with the large-cap pipeline news.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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