Can MS sustain its EPS momentum in 2025?
4/7/2025 07:44pm
**Morgan Stanley's EPS momentum in 2025 is likely to be sustained**, considering the following points:
1. **Strong Growth Projection**: Morgan Stanley's EPS is projected to grow by 161.18% in 2024, which is a significant indicator of a strong earnings trajectory.
|code|Ticker|Name|Date|Diluted EPS YoY|market_code|
|---|---|---|---|---|---|
|MS|MS.N|Morgan Stanley|2024 Q1|18.82352941176471|169|
|MS|MS.N|Morgan Stanley|2024 Q2|46.7741935483871|169|
|MS|MS.N|Morgan Stanley|2024 Q3|36.23188405797102|169|
|MS|MS.N|Morgan Stanley|2024 Q4|161.17647058823533|169|
2. **Analyst Confidence**: Analysts have raised their estimates for Q4 2025 earnings, with expectations of $2.16 EPS, which suggests confidence in the company's continued strong performance.
3. **Consistent Performance Track Record**: Morgan Stanley has consistently beaten Wall Street's earnings estimates in each of the last four quarters, which is a positive sign for future earnings expectations.
4. **Earnings Growth Outlook**: The company's EPS is expected to grow 9.1% year over year to $9.36 in fiscal 2026, which indicates a sustained growth trajectory.
5. **Recent Performance**: Morgan Stanley's shares have performed well, with a 16.1% increase over the past 52 weeks, which could be a reflection of investor confidence in the company's future earnings potential.
In conclusion, given the strong growth rate, analyst confidence, consistent performance track record, earnings growth outlook, and recent performance, it is reasonable to expect that Morgan Stanley can sustain its EPS momentum in 2025.