| Index | S&P 500 | P/E | 14.62 | EPS (ttm) | 12.28 | Insider Own | 24.37% | Shs Outstand | 1.58B | Perf Week | -0.60% |
| Market Cap | 283.11B | Forward P/E | 13.04 | EPS next Y | 13.76 | Insider Trans | -0.01% | Shs Float | 1.19B | Perf Month | -8.57% |
| Enterprise Value | 283.11B | PEG | 1.86 | EPS next Q | 2.94 | Inst Own | 82.75% | Short Float | 1.23% | Perf Quarter | -16.35% |
| Income | 19.55B | P/S | 2.18 | EPS this Y | 30.14% | Inst Trans | 0.00% | Short Ratio | 2.90 | Perf Half Y | -4.56% |
| Sales | 128.80B | P/B | 2.54 | EPS next Y | 6.97% | ROA | 1.21% | Short Interest | 14.61M | Perf YTD | 1.10% |
| Book/sh | 70.71 | P/C | - | EPS next 5Y | 7.86% | ROE | 18.09% | 52W High | 232.26 -22.72% | Perf Year | 13.52% |
| Cash/sh | - | P/FCF | - | EPS past 3/5Y | 18.37% 9.57% | ROIC | 21.32% | 52W Low | 152.80 17.47% | Perf 3Y | 139.70% |
| Dividend Est. | 4.60 (2.56%) | EV/EBITDA | 9.55 | Sales past 3/5Y | - | Gross Margin | 60.63% | Volatility | 2.67% 2.31% | Perf 5Y | 75.73% |
| Dividend TTM | 4.15 (2.31%) | EV/Sales | 2.18 | EPS Y/Y TTM | 54.47% | Oper. Margin | 20.54% | ATR (14) | 5.05 | Perf 10Y | 465.68% |
| Dividend Ex-Date | Oct 30, 2026 | Quick Ratio | 0.00 | Sales Y/Y TTM | - | Profit Margin | 15.82% | RSI (14) | 34.10 | Recom | 2.47 |
| Dividend Gr. 3/5Y | 9.28% 22.42% | Current Ratio | 0.00 | EPS Q/Q | 8.21% | SMA20 | -3.79% | Beta | 1.23 | Target Price | 212.00 |
| Payout | 24.72% | Debt/Eq | 2.94 | Sales Q/Q | - | SMA50 | -10.64% | Rel Volume | 1.45 | Prev Close | 183.97 |
| Employees | 83,000 | LT Debt/Eq | 2.94 | Earnings | Jan 14 | SMA200 | -7.60% | Avg Volume | 5.24M | Price | 179.49 |
| IPO Date | Feb 23, 1993 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 3.51% 2.06% | Net Debt/EBITDA | 0.00 | Volume | 7,596,702 | Change | -2.44% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Oct-15-26 | Reiterated | Wells Fargo | Equal Weight | $223 → $217 |
| Oct-15-26 | Reiterated | RBC Capital | Sector Perform | $243 → $195 |
| Oct-14-26 | Reiterated | Morgan Stanley | $207 → $200 | |
| Oct-05-26 | Reiterated | UBS | Buy | $260 → $236 |
| Sep-25-26 | Reiterated | Wells Fargo | Equal Weight | $240 → $223 |
| Aug-03-26 | Reiterated | UBS | Buy | $255 → $260 |
| Jul-21-26 | Reiterated | Morgan Stanley | $190 → $215 | |
| Jul-20-26 | Reiterated | RBC Capital | Sector Perform | $207 → $243 |
| Jul-17-26 | Reiterated | Morgan Stanley | $220 → $235 | |
| Jul-17-26 | Upgrade | Freedom Broker | Hold → Buy |
Morgan Stanley operates as a prominent financial holding company, delivering a comprehensive suite of financial solutions and services. Its diverse clientele spans major corporations, governmental bodies, financial institutions, and individual clients across various global regions, including the Americas, Europe, the Middle East, Africa, and Asia. The firm's operations are structured into three primary divisions: Institutional Securities, Wealth Management, and Investment Management. Within the Institutional Securities segment, Morgan Stanley provides crucial capital-raising and strategic financial advisory services. This includes underwriting activities for debt, equity, and other financial instruments, alongside expert counsel on mergers and acquisitions, corporate reorganizations, real estate transactions, and project financing. Furthermore, this division is a key player in sales and trading, offering services like sales execution, financing solutions, prime brokerage, and market-making across equity and fixed-income products, encompassing foreign exchange and commodities. It also extends corporate and commercial real estate loans, furnishes secured lending facilities, supports sales and trading clients with financing, and engages in asset-backed and mortgage lending. Investment and research services, along with specific wealth management offerings, are also part of this segment. The Wealth Management segment caters to individual investors, as well as small to medium-sized enterprises and institutions. It offers a broad spectrum of services, from financial advisor-led and self-directed brokerage and investment guidance to comprehensive financial and wealth planning. This segment also delivers workplace solutions, such as stock plan administration, and provides annuity and insurance products. Lending options include securities-backed loans, residential real estate mortgages, and other credit facilities, complemented by banking and retirement plan services. Finally, the Investment Management segment is dedicated to providing specialized investment products, including equity, fixed income, liquidity, and alternative strategies. These offerings are distributed through institutional and intermediary channels to a sophisticated client base that features benefit and defined contribution plans, foundations, endowments, governmental entities, sovereign wealth funds, insurance companies, and corporate and third-party fund sponsors. Morgan Stanley's origins trace back to its founding in 1924, and its global headquarters are situated in New York, New York.
Per-holder 13F data hasn't been ingested for this ticker yet.
| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Interest Income | 61,585 | 59,063 | 54,135 | — | — | — | — | — | — | |
| Total Interest Expense | 50,756 | 49,017 | 45,524 | — | — | — | — | — | — | |
| Net Interest Income | 10,829 | 10,046 | 8,611 | — | — | — | — | — | — | |
| Loan Loss Provision | 203 | 230 | 146 | — | — | — | — | — | — | |
| Net Interest Income After Loan Loss Provision | 10,626 | 9,816 | 8,465 | — | — | — | — | — | — | |
| Non-Interest Income | 67,213 | 60,599 | 53,150 | — | — | — | — | — | — | |
| Non-Interest Expense | 51,681 | 48,342 | 43,901 | — | — | — | — | — | — | |
| Operating Income | 26,197 | 21,954 | 17,596 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Net Income Before Taxes | 26,147 | 21,954 | 17,596 | — | — | — | — | — | — | |
| Income Taxes | 5,777 | 4,929 | 4,067 | — | — | — | — | — | — | |
| Consolidated Net Income | 20,226 | 16,861 | 13,390 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 20,370 | 17,025 | 13,529 | — | — | — | — | — | — | |
| Net Income | 19,547 | 16,249 | 12,800 | — | — | — | — | — | — | |
| EPS (Recurring) | 12.44 | 10.34 | 8.04 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 12.44 | 10.34 | 8.04 | — | — | — | — | — | — | |
| EPS (Diluted) | 12.28 | 10.20 | 7.95 | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | — | — | — | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 14.62 | 17.40 | 15.81 | — | — | — | — | — | — | |
| Price To Sales Ratio | 2.19 | 2.33 | 1.86 | — | — | — | — | — | — | |
| Gross Margin | — | — | — | — | — | — | — | — | — | |
| Operating Margin | 20.34 | 18.35 | 16.40 | — | — | — | — | — | — | |
| Net Margin | 15.18 | 13.58 | 11.93 | — | — | — | — | — | — | |
| Shares Outstanding | 1,571 | 1,571 | 1,591 | — | — | — | — | — | — | |
| Market Capitalization | 281,979 | 278,900 | 200,021 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| SCHAPIRO MARY L | Director | Jul 28 '26 | Sale | 212.06 | 1,000 | 212,055 | 40,843 | Jul 29 |
| Pizzi Michael A. | Head Technology & Operations | Jul 17 '26 | Sale | 215.55 | 24,165 | 5,208,825 | 121,770 | Jul 17 |
| YESHAYA SHARON | Chief Financial Officer | Jul 16 '26 | Sale | 222.51 | 15,554 | 3,460,921 | 0 | Jul 17 |
| GROSSMAN ERIC F | Chief Legal/Admin Officer | Apr 20 '26 | Sale | 190.75 | 11,118 | 2,120,759 | 169,403 | Apr 20 |
| SIMKOWITZ DANIEL A | Co-President | Apr 17 '26 | Sale | 189.24 | 14,690 | 2,779,987 | 365,802 | Apr 17 |
| SAPERSTEIN ANDREW M | Co-President | Apr 16 '26 | Sale | 188.59 | 51,668 | 9,744,322 | 282,142 | Apr 17 |
| CRAWLEY MANDELL | Chief Client Officer | Apr 16 '26 | Sale | 188.22 | 16,129 | 3,035,755 | 62,529 | Apr 17 |
| SIMKOWITZ DANIEL A | Co-President | Jan 30 '26 | Sale | 182.61 | 32,968 | 6,020,313 | 357,342 | Jan 30 |
| SAPERSTEIN ANDREW M | Co-President | Jan 20 '26 | Sale | 183.62 | 30,330 | 5,569,085 | 280,481 | Jan 22 |
| Pizzi Michael A. | Head Technology & Operations | Jan 20 '26 | Sale | 184.55 | 20,000 | 3,691,000 | 127,872 | Jan 22 |
| GROSSMAN ERIC F | Chief Legal/Admin Officer | Jan 20 '26 | Sale | 184.00 | 21,555 | 3,966,137 | 171,005 | Jan 22 |
| CRAWLEY MANDELL | Chief Client Officer | Jan 20 '26 | Sale | 183.45 | 7,860 | 1,441,879 | 68,788 | Jan 22 |
| SMITH CHARLES A | Chief Risk Officer | Jan 20 '26 | Sale | 182.08 | 8,500 | 1,547,686 | 119,128 | Jan 22 |
| YESHAYA SHARON | Chief Financial Officer | Jan 20 '26 | Sale | 185.77 | 15,838 | 2,942,176 | 135,304 | Jan 22 |
| PICK EDWARD | Chairman and CEO | Oct 31 '25 | Sale | 164.34 | 100,000 | 16,434,440 | 574,986 | Oct 31 |