Val
—
Gro
—
Qua
—
Mom
—
Sta
—
Cap—
P/S4.10
P/E—
Fwd P/E14.91
PEG2.08
52W— – —
RSI—
Target$236.38 (+16.4%)
Beta1.22
Div1.96%
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RSI (14)
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Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
52-Week Range
52W Low
—
52W High
Position in Range
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RSI (14)
0 · Oversold
RSI 36
Overbought · 100
Signal
Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
4Bullish
1Bearish
0Neutral
▲ Bull Flag — Breakout after +11% pole — bullish continuation
▲ Double Bottom — Two lows ~$185.35 — bullish reversal confirmed
▲ Bull Flag — Breakout after +16% pole — bullish continuation
▲ Bull Flag — Breakout after +12% pole — bullish continuation
▼ Double Top — Two peaks ~$231.36 — bearish reversal confirmed
View overlays on the price chart via Chart tab → Pattern Overlays.
EPS — History & Forecast
Estimate
Beat
Miss
Forecast
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Revenue — History & Forecast
Revenue
Forecast
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EPS Beat Rate
100%
8/8 quarters
Wall Street Consensus
BUY
BuyHoldSell
Price Target Range
$236.38
+16.4% upside
Low $184
—
High $262
Consensus
Current price
Wall Street Analyst Ratings
| Firm | Rating | Change | Action | Date |
|---|---|---|---|---|
| HSBC | Hold | — | ↔ Maintain | 2026-07-21 |
| BMO Capital | Outperform | — | ↔ Maintain | 2026-07-17 |
| Freedom Broker | Buy | Hold → Buy | ▲ Upgrade | 2026-07-17 |
| Evercore ISI Group | Outperform | — | ↔ Maintain | 2026-07-17 |
| Citigroup | Neutral | — | ↔ Maintain | 2026-07-17 |
| JP Morgan | Neutral | — | ↔ Maintain | 2026-07-16 |
| Wells Fargo | Equal-Weight | — | ↔ Maintain | 2026-07-16 |
| Barclays | Overweight | — | ↔ Maintain | 2026-07-16 |
| Keefe, Bruyette & Woods | Outperform | — | ↔ Maintain | 2026-07-16 |
| B of A Securities | Buy | — | ↔ Maintain | 2026-07-07 |
| UBS | Buy | — | ↔ Maintain | 2026-07-07 |
| Goldman Sachs | Neutral | — | ↔ Maintain | 2026-07-06 |
| Oppenheimer | Underperform | Perform → Underperform | ▼ Downgrade | 2026-06-30 |
| RBC Capital | Sector Perform | — | ↔ Reiterate | 2026-04-16 |
| Citizens | Market Perform | — | ↔ Reiterate | 2026-04-16 |
| Wolfe Research | Outperform | Peer Perform → Outperform | ▲ Upgrade | 2025-11-24 |
HSBC
2026-07-21
Hold
↔ Maintain
BMO Capital
2026-07-17
Outperform
↔ Maintain
Freedom Broker
2026-07-17
Buy
(from Hold)
▲ Upgrade
Evercore ISI Group
2026-07-17
Outperform
↔ Maintain
Citigroup
2026-07-17
Neutral
↔ Maintain
JP Morgan
2026-07-16
Neutral
↔ Maintain
Wells Fargo
2026-07-16
Equal-Weight
↔ Maintain
Barclays
2026-07-16
Overweight
↔ Maintain
Keefe, Bruyette & Woods
2026-07-16
Outperform
↔ Maintain
B of A Securities
2026-07-07
Buy
↔ Maintain
UBS
2026-07-07
Buy
↔ Maintain
Goldman Sachs
2026-07-06
Neutral
↔ Maintain
Oppenheimer
2026-06-30
Underperform
(from Perform)
▼ Downgrade
RBC Capital
2026-04-16
Sector Perform
↔ Reiterate
Citizens
2026-04-16
Market Perform
↔ Reiterate
Wolfe Research
2025-11-24
Outperform
(from Peer Perform)
▲ Upgrade
Profitability
Gross Margin
87.64%TTM
Op. Margin
41.57%TTM
ROE
N/ATTM
Rev. Growth
28.00%YoY
Free Cash Flow
N/ATTM
FCF Yield
—TTM
Balance Sheet
Debt / Equity
502.25MRQ
Current Ratio
N/AMRQ
Cash
663.30BMRQ
Total Debt
579.51BMRQ
Net Debt
—MRQ
Income
Div. Yield
1.96%TTM
Annual Rate
4.60Fwd
Payout Ratio
32.31%TTM
Dividend History
Payout Ratio (TTM): 32.31%
| Date | Amount / Share | Yield at Payment |
|---|---|---|
| 2026-04-30 | $1.0000 | 0.53% |
| 2026-01-30 | $1.0000 | 0.55% |
| 2025-10-31 | $1.0000 | 0.62% |
| 2025-07-31 | $1.0000 | 0.71% |
| 2025-04-30 | $0.9250 | 0.82% |
| 2025-01-31 | $0.9250 | 0.69% |
| 2024-10-31 | $0.9250 | 0.83% |
| 2024-07-31 | $0.9250 | 0.94% |
| 2024-04-29 | $0.8500 | 0.97% |
| 2024-01-30 | $0.8500 | 1.03% |
| 2023-10-30 | $0.8500 | 1.30% |
| 2023-07-28 | $0.8500 | 1.01% |
| 2023-04-28 | $0.7750 | 0.95% |
| 2023-01-30 | $0.7750 | 0.90% |
| 2022-10-28 | $0.7750 | 1.05% |
| 2022-07-28 | $0.7750 | 1.05% |
| 2022-04-28 | $0.7000 | 0.96% |
| 2022-01-28 | $0.7000 | 0.79% |
| 2021-10-28 | $0.7000 | 0.79% |
| 2021-07-29 | $0.7000 | 0.85% |
| 2021-04-29 | $0.3500 | 0.49% |
| 2021-01-28 | $0.3500 | 0.60% |
| 2020-10-29 | $0.3500 | 0.86% |
| 2020-07-30 | $0.3500 | 0.85% |
| 2020-04-29 | $0.3500 | 1.03% |
| 2020-01-30 | $0.3500 | 0.79% |
| 2019-10-30 | $0.3500 | 0.92% |
| 2019-07-30 | $0.3500 | 0.96% |
| 2019-04-29 | $0.3000 | 0.77% |
| 2019-01-30 | $0.3000 | 0.88% |
| 2018-10-30 | $0.3000 | 0.85% |
| 2018-07-30 | $0.3000 | 0.75% |
| 2018-04-27 | $0.2500 | 0.61% |
| 2018-01-30 | $0.2500 | 0.56% |
| 2017-10-30 | $0.2500 | 0.64% |
| 2017-07-27 | $0.2500 | 0.69% |
| 2017-04-27 | $0.2000 | 0.60% |
| 2017-01-27 | $0.2000 | 0.60% |
| 2016-10-27 | $0.2000 | 0.78% |
| 2016-07-27 | $0.2000 | 0.91% |
How MS Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 319.32B |
| Enterprise Value | 246.38B |
| Trailing P/E | 17.10 |
| Forward P/E | 14.91 |
| PEG Ratio (5yr) | 2.08 |
| Price/Sales (ttm) | 4.10 |
| Price/Book (mrq) | 3.07 |
| EV/Revenue | 3.17 |
| EV/EBITDA | N/A |
Share Statistics
| Avg Vol (3m) | 5.94M |
| Shares Outstanding | 1.57B |
| Float | 1.19B |
| % Held by Insiders | 24.40% |
| % Held by Institutions | 62.99% |
| Short Ratio | 0.00 |
| Short % of Float | 0.00% |
Profitability
| Gross Margin | 87.64% |
| Operating Margin (ttm) | 41.57% |
| Profit Margin | 25.90% |
| Return on Assets (ttm) | N/A |
| Return on Equity (ttm) | N/A |
Income Statement
| Revenue (ttm) | 77.83B |
| Revenue Growth (yoy) | 28.00% |
| Gross Profit (ttm) | 68.21B |
| EBITDA | N/A |
| Net Income (ttm) | 19.55B |
| Diluted EPS (ttm) | 11.88 |
| EPS Growth (yoy) | 62.40% |
Balance Sheet
| Total Cash (mrq) | 663.30B |
| Total Debt (mrq) | 579.51B |
| Debt / Equity (mrq) | 502.25 |
| Current Ratio (mrq) | N/A |
| Book Value / Share | 66.18 |
| Operating CF (ttm) | N/A |
| Free Cash Flow (ttm) | N/A |
Trading & Dividends
| Beta (5Y) | 1.22 |
| 50-Day MA | 213.62 |
| 200-Day MA | 183.83 |
| Fwd Dividend Yield | 217.00% |
| Payout Ratio | 32.31% |
Ownership Breakdown
Institutional 62.99%
Insider 24.40%
Public 12.6%
Short Interest
0.00% of float
Low
Institutional 13F Holdings
Famous investors who disclosed a position in MS in their latest SEC 13F filing.
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Insider Transactions
| Date | Insider | Role | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-17 | PIZZI MICHAEL A | Officer | Sale at price 215.00 - 216.88 per share. | 24,165 | $5,208,825 |
| 2026-07-16 | YESHAYA SHARON | Chief Financial Officer | Sale at price 222.51 per share. | 15,554 | $3,460,921 |
| 2026-06-01 | NALLY DENNIS M | Director | Stock Award(Grant) at price 0.00 - 209.96 per share. | 1,655 | $72,500 |
| 2026-06-01 | JAMES ERIKA HAYES | Director | Stock Award(Grant) at price 0.00 per share. | 1,309 | — |
| 2026-06-01 | MEGAN BUTLER | Director | Stock Award(Grant) at price 0.00 per share. | 1,309 | — |
| 2026-06-01 | HERZ ROBERT H | Director | Stock Award(Grant) at price 0.00 per share. | 1,309 | — |
| 2026-06-01 | LEIBOWITZ SHELLEY B | Director | Stock Award(Grant) at price 0.00 per share. | 1,309 | — |
| 2026-06-01 | MISCIK JUDITH A | Director | Stock Award(Grant) at price 0.00 per share. | 1,309 | — |
| 2026-06-01 | PETERSON DOUGLAS L | Director | Stock Award(Grant) at price 0.00 - 209.96 per share. | 1,583 | $57,500 |
| 2026-06-01 | TRAQUINA PERRY M | Director | Stock Award(Grant) at price 0.00 - 209.96 per share. | 1,678 | $77,500 |
| 2026-06-01 | GOOD LYNN J | Director | Stock Award(Grant) at price 0.00 - 209.96 per share. | 1,583 | $57,500 |
| 2026-06-01 | WILKINS RAYFORDJR | Director | Stock Award(Grant) at price 0.00 per share. | 1,309 | — |
| 2026-06-01 | GLOCER THOMAS HENRY | Director | Stock Award(Grant) at price 0.00 - 209.96 per share. | 1,821 | $107,500 |
| 2026-06-01 | SCHAPIRO MARY L | Director | Stock Award(Grant) at price 0.00 per share. | 1,309 | — |
| 2026-04-20 | GROSSMAN ERIC F | Officer | Sale at price 190.00 - 191.50 per share. | 11,118 | $2,120,758 |
| 2026-04-17 | SIMKOWITZ DANIEL A | President | Stock Gift at price 0.00 per share. | 8,000 | — |
| 2026-04-17 | SIMKOWITZ DANIEL A | President | Sale at price 189.24 per share. | 14,690 | $2,779,987 |
| 2026-04-16 | CRAWLEY MANDELL L. | Officer | Stock Gift at price 0.00 per share. | 1,053 | — |
| 2026-04-16 | YESHAYA SHARON | Chief Financial Officer | Stock Gift at price 0.00 per share. | 9,172 | — |
| 2026-04-16 | SAPERSTEIN ANDREW MICHAEL | President | Sale at price 187.20 - 192.12 per share. | 51,668 | $9,744,322 |
| 2026-04-16 | CRAWLEY MANDELL L. | Officer | Sale at price 187.25 - 189.05 per share. | 16,129 | $3,035,755 |
| 2026-03-12 | PICK EDWARD N. | Chief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 60,897 | — |
| 2026-03-12 | CRAWLEY MANDELL L. | Officer | Stock Award(Grant) at price 0.00 per share. | 9,666 | — |
| 2026-03-12 | SIMKOWITZ DANIEL A | President | Stock Award(Grant) at price 0.00 per share. | 32,865 | — |
| 2026-03-12 | YESHAYA SHARON | Chief Financial Officer | Stock Award(Grant) at price 0.00 per share. | 17,399 | — |
PIZZI MICHAEL A
Officer
Sale at price 215.00 - 216.88 per share.
2026-07-17
24,165 sh
$5,208,825
YESHAYA SHARON
Chief Financial Officer
Sale at price 222.51 per share.
2026-07-16
15,554 sh
$3,460,921
NALLY DENNIS M
Director
Stock Award(Grant) at price 0.00 - 209.96 per share.
2026-06-01
1,655 sh
$72,500
JAMES ERIKA HAYES
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01
1,309 sh
—
MEGAN BUTLER
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01
1,309 sh
—
HERZ ROBERT H
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01
1,309 sh
—
LEIBOWITZ SHELLEY B
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01
1,309 sh
—
MISCIK JUDITH A
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01
1,309 sh
—
PETERSON DOUGLAS L
Director
Stock Award(Grant) at price 0.00 - 209.96 per share.
2026-06-01
1,583 sh
$57,500
TRAQUINA PERRY M
Director
Stock Award(Grant) at price 0.00 - 209.96 per share.
2026-06-01
1,678 sh
$77,500
GOOD LYNN J
Director
Stock Award(Grant) at price 0.00 - 209.96 per share.
2026-06-01
1,583 sh
$57,500
WILKINS RAYFORDJR
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01
1,309 sh
—
GLOCER THOMAS HENRY
Director
Stock Award(Grant) at price 0.00 - 209.96 per share.
2026-06-01
1,821 sh
$107,500
SCHAPIRO MARY L
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01
1,309 sh
—
GROSSMAN ERIC F
Officer
Sale at price 190.00 - 191.50 per share.
2026-04-20
11,118 sh
$2,120,758
SIMKOWITZ DANIEL A
President
Stock Gift at price 0.00 per share.
2026-04-17
8,000 sh
—
SIMKOWITZ DANIEL A
President
Sale at price 189.24 per share.
2026-04-17
14,690 sh
$2,779,987
CRAWLEY MANDELL L.
Officer
Stock Gift at price 0.00 per share.
2026-04-16
1,053 sh
—
YESHAYA SHARON
Chief Financial Officer
Stock Gift at price 0.00 per share.
2026-04-16
9,172 sh
—
SAPERSTEIN ANDREW MICHAEL
President
Sale at price 187.20 - 192.12 per share.
2026-04-16
51,668 sh
$9,744,322
CRAWLEY MANDELL L.
Officer
Sale at price 187.25 - 189.05 per share.
2026-04-16
16,129 sh
$3,035,755
PICK EDWARD N.
Chief Executive Officer
Stock Award(Grant) at price 0.00 per share.
2026-03-12
60,897 sh
—
CRAWLEY MANDELL L.
Officer
Stock Award(Grant) at price 0.00 per share.
2026-03-12
9,666 sh
—
SIMKOWITZ DANIEL A
President
Stock Award(Grant) at price 0.00 per share.
2026-03-12
32,865 sh
—
YESHAYA SHARON
Chief Financial Officer
Stock Award(Grant) at price 0.00 per share.
2026-03-12
17,399 sh
—